Top 10 advisors in Kansas
We’ve curated a list of the best financial advisors in Kansas, take a look at it below
Find an advisor in Kansas1. Mariner Wealth Advisors
Assets under management
$53,006,916,418
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Family Office Services
2. Onedigital Investment Advisors
Assets under management
$27,115,061,122
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Ae Wealth Management, LLC
Assets under management
$21,800,698,476
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Palmer Square Capital Management LLC
Assets under management
$20,767,599,397
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Collateral Manager For Clos/cdos
5. Prime Capital Investment Advisors, LLC
Assets under management
$7,880,967,915
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Qualified Retirement Plan Services, Consulting Services, Co-advisory, Selection Of Sub-advisors
6. Tortoise Capital Advisors, L.l.c.
Assets under management
$7,253,089,278
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Mariner Independent Advisor Network, LLC
Assets under management
$6,257,201,836
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
8. Palmer Square Europe Capital Management LLC
Assets under management
$5,328,142,826
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Creativeone Wealth, LLC
Assets under management
$2,879,545,390
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SUB-ADVISER FEES/SOLICITOR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Sub Adviser Services
- Not sure which one to choose?Use our smart matching tool
10. Mariner Platform Solutions
Assets under management
$2,866,122,301
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
How we came up with this list
To generate our top financial advisors list in Kansas, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kansas. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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