Top financial advisors in Topeka, KS
We’ve curated a list of the best financial advisors in Topeka, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$21,800,698,476
Number of advisors
571 advisors
| $21,800,698,476 | 571 advisors | |
| 2 |
Assets under management
$222,335,441
Number of advisors
3 advisors
| $222,335,441 | 3 advisors | |
| 3 |
Assets under management
$107,165,663
Number of advisors
4 advisors
| $107,165,663 | 4 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.
Methodology
To generate our top financial advisors list in Topeka, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Topeka. 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.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersEducational Seminars/workshopsEndeavor Private Wealth, Inc.
Endeavor Private Wealth, Inc. is a registered investment adviser founded in 2021, offering personalized investment management and financial advisory services to individual investors. The firm operates under a fiduciary standard of care and provides portfolio management services through a wrap fee program. Clients are charged an annual fee based on assets under management, typically billed quarterly. The fee structure ranges up to 1.25% annually, with a maximum fee schedule based on cumulative billable household assets. The firm may waive fees based on certain criteria and may negotiate fee rates for specific client holdings. Endeavor Private Wealth offers discretionary and non-discretionary portfolio management services, tailored to individual client needs and goals. The firm utilizes a combination of active and passive strategies, investing in various securities like stocks, bonds, ETFs, and mutual funds. Clients have the option to impose reasonable restrictions on account management. The firm also provides financial planning and consulting services, including estate planning, tax planning, and retirement plan consulting. Endeavor Private Wealth does not charge performance-based fees, participates in client transactions, or engage in side-by-side management. The firm's investment strategies are based on risk-adjusted, tax-efficient, and cost-effective asset allocation, with security selection guided by qualitative, quantitative, technical, and relative strength metrics. Clients are informed about the risks associated with investing in different types of securities, including equity securities, fixed-income securities, mutual funds, ETFs, and alternative investments. The firm maintains a Code of Ethics to ensure client interests are prioritized and monitors employee personal trading activities to prevent conflicts of interest. Clients are periodically reviewed to assess goals, objectives, and account performance, with ongoing communication to address any changes in financial situations or investment objectives. Endeavor Private Wealth does not pay referral fees and provides financial information to clients, including details on prepayment of fees and the firm's financial condition.
$222,335,441 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersProactive Capital Management, Inc.
Proactive Capital Management, Inc. is a registered investment adviser founded in 2018, offering asset management, financial planning, and ERISA plan services. The firm provides discretionary asset management services based on individual investment goals, risk tolerance, and objectives. Financial planning services cover various topics such as estate planning, taxes, retirement income, and more. For ERISA plan services, the firm acts as a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager. PCM typically requires a minimum account size of $250,000, which may be lowered or waived in certain instances. Fees for asset management are charged based on a tiered annual fee structure ranging from 0.75% to 1.50% of assets under management. Financial planning services have a fixed fee of up to $2,500. PCM does not receive performance-based fees and does not sponsor wrap fee programs. The firm does not receive external compensation for the sale of securities to clients. Clients have the option to terminate their account within five business days of signing the agreement with no penalty. The firm's investment strategy includes fundamental analysis, technical analysis, charting, and cyclical analysis. PCM emphasizes the importance of risk management and provides detailed information on various investment risks. The firm's supervised persons adhere to a Code of Ethics and are committed to acting in the best interest of clients. Kevin N. Tucker, CFP®, and Cory Mason McPherson, RICP®, are the supervised persons at the firm, each with extensive educational backgrounds and business experience in the financial industry.
$107,165,663 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEducational Seminars/workshopsFinancial Planning Services Included In
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 Topeka, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Topeka. 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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