Top 10 advisors in Overland Park
We’ve curated a list of the best financial advisors in Overland Park, take a look at it below
Find an advisor in Overland Park| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $53,006,916,418 | 1465 advisors | ||
| 2 | $27,115,061,122 | 550 advisors | ||
| 3 | $7,880,967,915 | 329 advisors | ||
| 4 | $7,253,089,278 | 71 advisors | ||
| 5 | $6,257,201,836 | 237 advisors | ||
| 6 | $2,879,545,390 | 169 advisors | ||
| 7 | $2,866,122,301 | 75 advisors | ||
| 8 | $2,031,440,004 | 15 advisors | ||
| 9 | $1,808,549,455 | 17 advisors | ||
| 10 | $1,464,241,211 | 11 advisors |
How we came up with this list
To generate our top financial advisors list in Overland Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Overland Park. 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.
1. 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. 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
4. 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)
5. 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
6. 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
7. 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
8. Two West Capital Advisors LLC
Assets under management
$2,031,440,004
Fee structure
A percentage of assets under your management
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
9. Meritage Portfolio Management, Inc.
Assets under management
$1,808,549,455
Fee structure
A percentage of assets under your management
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
- Not sure which one to choose?Use our smart matching tool
10. Baystate Wealth Management
Assets under management
$1,464,241,211
Fee structure
A percentage of assets under your management
Services offered
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)
Your first meeting is free.