Top 6 advisors in Wichita
We’ve curated a list of the best financial advisors in Wichita, take a look at it below
Find an advisor in Wichita| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,699,628,694 | 24 advisors | ||
| 2 | $721,277,792 | 21 advisors | ||
| 3 | $467,943,897 | 8 advisors | ||
| 4 | $326,647,044 | 8 advisors | ||
| 5 | $197,222,009 | 6 advisors | ||
| 6 | $146,909,208 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Wichita, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wichita. 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. Hightower 6m Holding, LLC
Assets under management
$1,699,628,694
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
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)
Pension Consulting Services
Selection Of Other Advisers
2. Ima Wealth
Assets under management
$721,277,792
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
3. Redstone Advisors Inc
Assets under management
$467,943,897
Fee structure
A percentage of assets under your management
Fixed 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)
4. Pinion Wealth Management, LLC
Assets under management
$326,647,044
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR/REFERRAL FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
5. Agh Wealth Advisors, LLC
Assets under management
$197,222,009
Fee structure
A percentage of assets under your management
Hourly charges
THIRD PARTY ADVISER REFERRAL 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
Hourly Consulting Services
6. Gentry Private Wealth
Assets under management
$146,909,208
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
Your first meeting is free.