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.

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.

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.

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.

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.

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.

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.

Two West Capital Advisors LLC, operating as "Two West Advisors," is a registered investment adviser based in Overland Park, Kansas, established in 2010. The firm offers discretionary and non-discretionary management, advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and businesses. For wealth management services, fees are negotiable based on account size, ranging from 1.25% to 0.80% annually. The firm may delegate investment management to Financial Counselors, Inc., or other sub-advisors. TWA follows fiduciary standards, acting in clients' best interests. As of December 31, 2024, the firm managed over $3.2 billion in assets. TWA does not charge performance-based fees and requires a minimum account size of $500,000 for portfolio management services. The firm's investment strategy is based on Modern Portfolio Theory, with a focus on long-term strategic investing. TWA does not have any disciplinary events on record and provides detailed information on fees, compensation, custody, and investment discretion in its brochure. Clients receive regular account reviews and reports, and TWA does not vote proxies on behalf of clients. The firm has no financial conditions triggering additional reporting requirements.

Meritage Portfolio Management, Inc. is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $1,808,549,455 of assets under management and employs about 17 people. Meritage Portfolio Management, Inc. uses a fee structure of and a percentage of assets under your management.