Top 10 financial advisors in Kansas

We’ve curated a list of the best financial advisors in Kansas, take a look at it below.

# Company Assets under management Number of advisors
1
Assets under management
$53,006,916,418
Number of advisors
1465 advisors
$53,006,916,418 1465 advisors
2
Assets under management
$27,115,061,122
Number of advisors
550 advisors
$27,115,061,122 550 advisors
3
Assets under management
$21,800,698,476
Number of advisors
571 advisors
$21,800,698,476 571 advisors
4
Assets under management
$20,767,599,397
Number of advisors
48 advisors
$20,767,599,397 48 advisors
5
Assets under management
$7,880,967,915
Number of advisors
329 advisors
$7,880,967,915 329 advisors
6
Assets under management
$7,253,089,278
Number of advisors
71 advisors
$7,253,089,278 71 advisors
7
Assets under management
$6,257,201,836
Number of advisors
237 advisors
$6,257,201,836 237 advisors
8
Assets under management
$5,328,142,826
Number of advisors
48 advisors
$5,328,142,826 48 advisors
9
Assets under management
$2,879,545,390
Number of advisors
169 advisors
$2,879,545,390 169 advisors
10
Assets under management
$2,866,122,301
Number of advisors
75 advisors
$2,866,122,301 75 advisors
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Commitment

We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Methodology

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.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
  • Mariner Wealth Advisors

    Mariner Wealth Advisors is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $53,006,916,418 of assets under management and employs about 1465 people. Mariner Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    $53,006,916,418 under management

    1465 advisors

    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
  • Onedigital Investment Advisors

    Onedigital Investment Advisors is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $27,115,061,122 of assets under management and employs about 550 people. Onedigital Investment Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

    $27,115,061,122 under management

    550 advisors

    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
  • Ae Wealth Management, LLC

    Ae Wealth Management, LLC is a financial advisory firm based in Topeka, Kansas. It currently has approximately $21,800,698,476 of assets under management and employs about 571 people. Ae Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    $21,800,698,476 under management

    571 advisors

    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
  • Palmer Square Capital Management LLC

    Palmer Square Capital Management LLC is a financial advisory firm based in Mission Woods, Kansas. It currently has approximately $20,767,599,397 of assets under management and employs about 48 people. Palmer Square Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    $20,767,599,397 under management

    48 advisors

    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
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  • Prime Capital Investment Advisors, LLC

    Prime Capital Investment Advisors, LLC is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $7,880,967,915 of assets under management and employs about 329 people. Prime Capital Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and seminar fees, promoter fees, subscription fee financial plans.

    $7,880,967,915 under management

    329 advisors

    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
  • Tortoise Capital Advisors, L.l.c.

    Tortoise Capital Advisors, L.L.C. is a registered investment adviser specializing in providing investment management services to individual and institutional investors, as well as pooled investment vehicles. Founded in 2002, Tortoise focuses on investments in energy and power infrastructure, with an emphasis on the transition to cleaner energy sources. The firm offers separately managed account client strategies in the North American energy sector, including midstream companies, renewable energy providers, and companies involved in energy efficiency and environmental services. For separately managed accounts, annual advisory fees generally range up to 1.00% of assets under management, while private funds' fees range up to 0.75%. Performance-based fees may also apply. Tortoise manages approximately $8.4 billion of client assets on a discretionary basis as of December 31, 2024. The firm may trade all client accounts to align them with the model portfolio applicable to the investment strategy, with clients typically granting full discretion over security selection. Tortoise acts as the investment adviser to various funds, including closed-end funds, open-end funds, and an exchange-traded fund, investing in energy infrastructure companies. The firm's investment strategies involve fundamental, technical, and cyclical analysis, focusing on energy companies' asset quality, management stability, and growth prospects. Clients have the option to request proxy voting services, and Tortoise has policies and procedures in place to ensure fair and equitable trade allocation among clients. For more information on privacy rights and data protection, clients can contact Tortoise directly.

    $7,253,089,278 under management

    71 advisors

    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)
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  • Mariner Independent Advisor Network, LLC

    Mariner Independent Advisor Network, LLC is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $6,257,201,836 of assets under management and employs about 237 people. Mariner Independent Advisor Network, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    $6,257,201,836 under management

    237 advisors

    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
  • Palmer Square Europe Capital Management LLC

    Palmer Square Europe Capital Management LLC is a financial advisory firm based in Mission Woods, Kansas. It currently has approximately $5,328,142,826 of assets under management and employs about 48 people. Palmer Square Europe Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

    $5,328,142,826 under management

    48 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles
    Not sure which one to choose?
    Get matched with an advisor
  • Creativeone Wealth, LLC

    Creativeone Wealth, LLC is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $2,879,545,390 of assets under management and employs about 169 people. Creativeone Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and sub-adviser fees/solicitor fees.

    $2,879,545,390 under management

    169 advisors

    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
  • Mariner Platform Solutions

    Mariner Platform Solutions is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $2,866,122,301 of assets under management and employs about 75 people. Mariner Platform Solutions uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    $2,866,122,301 under management

    75 advisors

    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

Commitment

We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Methodology

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.

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