Top advisors in Prairie Village
We’ve curated a list of the best financial advisors in Prairie Village, take a look at it below
Find an advisor in Prairie Village| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $145,917,921 | 3 advisors | ||
| 2 | $135,720,144 | 3 advisors | ||
| 3 | $44,228,145 | 5 advisors | ||
| 4 | $26,939,612 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Prairie Village, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Prairie Village. 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. Petrovic Financial Services
Assets under management
$145,917,921
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
Pension Consulting Services
2. Danda Trouve Investment Management, Inc.
Assets under management
$135,720,144
Fee structure
A percentage of assets under your management
FEES FOR TRUSTEE AND CONSULTING SERVICES FOR PORTFOLIO FAMILIES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Financial Consulting
3. Westward Investment Advisory
Assets under management
$44,228,145
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
CONSULTING SERVICES FOR FEE FOR SERVICE BASIS
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)
Selection Of Other Advisers
4. Central States Capital Markets, LLC
Assets under management
$26,939,612
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.