Top 10 financial advisors in Overland Park, KS
We've curated a list of the best financial advisors in Overland Park, 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 | |||
| 2 | Assets under management $27,115,061,122 Number of advisors 550 advisors | |||
| 3 | Assets under management $7,880,967,915 Number of advisors 329 advisors | |||
| 4 | Assets under management $7,253,089,278 Number of advisors 71 advisors | |||
| 5 | Assets under management $6,257,201,836 Number of advisors 237 advisors | |||
| 6 | Assets under management $2,879,545,390 Number of advisors 169 advisors | |||
| 7 | Assets under management $2,866,122,301 Number of advisors 75 advisors | |||
| 8 | Assets under management $2,031,440,004 Number of advisors 15 advisors | |||
| 9 | Assets under management $1,808,549,455 Number of advisors 17 advisors | |||
| 10 | Assets under management $1,464,241,211 Number of advisors 11 advisors |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Overland Park, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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
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)
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
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
Two West Capital Advisors LLC
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.
$2,031,440,004 under management
15 advisors
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
Meritage Portfolio Management, Inc.
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.
$1,808,549,455 under management
17 advisors
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
Baystate Wealth Management
Baystate Wealth Management is a financial advisory firm based in Overland Park,, Kansas. It currently has approximately $1,464,241,211 of assets under management and employs about 11 people. Baystate Wealth Management uses a fee structure of and a percentage of assets under your management.
$1,464,241,211 under management
11 advisors
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)
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.
Get matched with an advisorMethodology
To find the top financial advisors in Overland Park, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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