Top 10 financial advisors in Kansas City, MO
We've curated a list of the best financial advisors in Kansas City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $29,019,908,924 Number of advisors 53 advisors | |||
| 2 | Assets under management $5,575,739,313 Number of advisors 24 advisors | |||
| 3 | Assets under management $1,521,167,662 Number of advisors 38 advisors | |||
| 4 | Assets under management $1,245,986,269 Number of advisors 8 advisors | |||
| 5 | Assets under management $249,576,936 Number of advisors 15 advisors | |||
| 6 | Assets under management $248,199,609 Number of advisors 5 advisors | |||
| 7 | Assets under management $225,080,033 Number of advisors 6 advisors | |||
| 8 | Assets under management $223,748,080 Number of advisors 11 advisors | |||
| 9 | Assets under management $214,990,417 Number of advisors 11 advisors | |||
| 10 | Assets under management $94,271,925 Number of advisors 3 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 Kansas City, 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.
Scout Investments, Inc.
Scout Investments, Inc. is a financial advisory firm based in Kansas City, Missouri. It currently has approximately $29,019,908,924 of assets under management and employs about 53 people. Scout Investments, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$29,019,908,924 under management
53 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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)
Nuance Investments, LLC
Nuance Investments, LLC is a registered Investment Adviser based in Kansas City, MO, established in November 2008. The firm specializes in providing investment management services and products to various clients, including individuals, trusts, corporations, and retirement plans. Nuance offers separate account strategies such as the Nuance Mid Cap Value and Nuance Concentrated Value, focusing on long-term capital appreciation through U.S. equity securities. The firm also serves as the adviser to mutual funds like the Nuance Mid Cap Value Fund and Nuance Concentrated Value Fund. Nuance's investment philosophy revolves around value investing, focusing on companies with strong market positions and financial strength, priced below intrinsic value. For separate account strategies, the standard institutional fee schedules range from 0.55% to 0.85% based on assets under management. The firm may accept discretionary authority to manage client accounts, exercising investment discretion in line with client objectives and guidelines. Nuance engages in wrap or managed account programs, providing investment advisory services through various models, including Unified Managed Account Programs. The firm follows strict Code of Ethics, Proxy Voting Policies, and Procedures to ensure compliance and transparency in client dealings. As of December 31, 2024, Nuance Investments had $2.846 billion in discretionary assets under management and $656.4 million in UMA assets under advisement. The firm has no disciplinary information or financial commitments that impair its ability to meet client obligations.
$5,575,739,313 under management
24 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)
Prairie Capital Management Group, LLC
Prairie Capital Management Group, LLC is a financial advisory firm based in Kansas City, Missouri. It currently has approximately $1,521,167,662 of assets under management and employs about 38 people. Prairie Capital Management Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and revenue sharing with our affiliates, frs and ftcs.
$1,521,167,662 under management
38 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS
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
Credit And Cash Mgmt Solutions And Insurance Solutions
Atwood & Palmer, Inc.
Atwood and Palmer, Inc. is an SEC-registered investment adviser founded in 1990, with principal shareholders including Steven N. Palmer, Steven P. Franke, Spencer A. Jones, and Peter J. Sowden. The firm offers individualized discretionary investment management services to institutional and individual clients, creating Investment Policy Statements based on client goals, risk tolerances, and liquidity needs. The firm primarily invests in stocks, exchanged traded funds, and fixed income securities, with the ability to invest in securities outside the normal process upon client request. Atwood and Palmer, Inc. manages $1,723,355,253 of client assets as of 12/31/2024. The firm provides comprehensive financial planning services, including retirement planning, risk management, and estate planning, with fees based on a percentage of assets under management. The minimum initial investment is $2 million, which may be waived in certain circumstances. Atwood and Palmer, Inc. acts as a fiduciary and may recommend alternative investments when appropriate. The firm uses fundamental and technical analysis for security analysis and employs long-term purchases, short-term purchases, and option strategies in managing client accounts. Clients have the option to grant discretionary authority to the firm for investment decisions. Atwood and Palmer, Inc. does not charge performance-based fees, and its clients include individuals, pension plans, charitable organizations, and corporations. The firm's investment personnel, including Steven N. Palmer, Steven P. Franke, Spencer A. Jones, Peter J. Sowden, William N. Palmer, and Evan R. Lang, have no disciplinary actions against them and are supervised by Teresa Burch, the Chief Compliance Officer.
$1,245,986,269 under management
8 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)
Mid-american Wealth Advisory Group
Mid-American Wealth Advisory Group Inc. is a registered investment adviser established in 1999 and became registered in June 2019. The firm's owner, Mark Falter, has been in the financial services industry since 1985 and is a fiduciary, always acting in the client's best interest. Mid-American offers discretionary and non-discretionary asset management services, utilizing individual investment goals, time horizons, and risk tolerance to create personalized investment strategies. The firm may use sub-advisers for certain client accounts, such as AE Wealth Management, LLC. Mid-American provides educational workshops on various financial topics and offers tax preparation services for an additional fee. The fee structure for asset management is tiered based on total assets under management, ranging from 1.25% for assets up to $249,999.99 to 0.70% for assets over $5,000,001. Clients have the option to direct brokerage to a specific firm, but this may result in higher costs. The firm does not compensate for client referrals and does not vote proxies on behalf of clients. Clients are responsible for exercising their voting rights and participating in class action lawsuits related to securities held in their accounts. Mid-American does not require prepayment of fees exceeding $1,200 per client, six months in advance, and has not been subject to a bankruptcy petition.
$249,576,936 under management
15 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)
Selection Of Other Advisers
Nicholson Meyer Capital Management, Inc.
Nicholson Meyer Capital Management, Inc. is an investment advisory firm based in Kansas City, Missouri, established on March 4, 1988. The firm specializes in providing investment management services, including continuous supervision of client accounts and investment decisions. They offer tailored services to individual client needs, with a focus on globally diversified portfolios to reduce risk and volatility. The firm manages client assets totaling $248,199,609 as of December 31, 2023, on a discretionary basis. For Investment Management Services, clients are charged fees based on a percentage of assets under management, ranging from 1.00% to 0.25% depending on the account value. The firm also provides NMCM Retirement Solutions for corporate retirement plans, with fees ranging from 0.35% to 0.50% of the plan's total value. Financial consulting services are offered at a rate of $190 per hour. The firm acts as a fiduciary, obligated to act in the best interest of clients, and clients have the option to impose restrictions on their accounts. Nicholson Meyer Capital Management does not charge performance-based fees and does not manage performance-based and non-performance-based accounts simultaneously. The firm serves various types of clients, including individuals, high-net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. The minimum investment amounts required are $400,000 for Investment Management Services and financial consulting, and $1,000,000 for NMCM Retirement Solutions. The firm does not compensate outside persons for client referrals and receives no other forms of compensation beyond advisory fees. Clients are responsible for voting proxies on securities held in their accounts. The firm maintains a Business Continuity and Succession Plan and adheres to a strict Customer Privacy Policy Notice to safeguard client information.
$248,199,609 under management
5 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
Business Consulting
Sterneck Capital Management LLC
Sterneck Capital Management LLC is a financial advisory firm based in Kansas City, Missouri. It currently has approximately $225,080,033 of assets under management and employs about 6 people. Sterneck Capital Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$225,080,033 under management
6 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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Executive Coaching
Craft&sage Wealth
Craft & Sage Wealth, established in 2012 as John T. Christy Financial Services, LLC, is an SEC-registered investment advisor based in Kansas City, MO. Led by Principal Owner John T. Christy, the firm offers portfolio management, investment analysis, and financial planning for individuals, high net worth individuals, businesses, and charitable organizations. Their investment approach involves quantitative, fundamental, technical, and economic analysis to align with clients' goals. The firm operates as a fiduciary, acting in the best interest of clients, and requires a written financial service agreement before providing services. Craft & Sage Wealth is an asset-based fee investment management firm, not accepting commissions or acting as a custodian. Clients grant investment discretion to the firm for portfolio management services, allowing trades to be made without specific consent for each transaction. The firm does not charge performance-based fees and serves various client types without a minimum account size requirement. Craft & Sage Wealth conducts periodic reviews of client accounts and does not provide proxy voting services. The firm has no disciplinary disclosures and maintains financial stability without bankruptcy history.
$223,748,080 under management
11 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
Selection Of Other Advisers
Educational Seminars/workshops
Mader & Shannon Wealth Management
Mader & Shannon Wealth Management, Inc. is a registered investment adviser based in Kansas City, MO, established in 2005. The firm offers asset management services with discretionary authority, retirement planning, and expert witness services. They primarily invest in individual securities on major U.S. exchanges. Financial planning services include evaluating clients' financial states and developing plans based on various factors. As of December 31, 2024, the firm manages $221,292,619 in client assets on a discretionary basis. Asset management fees are negotiable and billed quarterly in advance. The fee structure is tiered based on total assets, ranging from 1.00% to 0.60%. Financial planning services are charged hourly or based on predetermined services. The firm does not charge performance-based fees and serves individuals, high net worth individuals, corporations, and pension plans. Investment strategies involve various analysis methods, and clients should be prepared for the risk of loss. MSWM does not vote proxies on behalf of clients, who retain that responsibility. The firm has no disciplinary information and maintains financial stability. Clients receive quarterly account reviews and statements from custodians. MSWM participates in Schwab's Institutional customer program, offering benefits to clients. The firm does not engage in principal or agency cross transactions for client accounts.
$214,990,417 under management
11 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)
Sonas Financial Group, Inc.
Sonas Financial Group, Inc. is a registered investment advisor based in Kansas City, MO, established in 2002 by James D. Meysenburg, CPA, CFP®. The firm specializes in asset management services, offering both discretionary and non-discretionary options. For discretionary accounts, Sonas has the authority to execute transactions without client approval, while non-discretionary accounts require client approval for each transaction. Sonas also provides ERISA plan services, acting as a limited scope ERISA 3(21) fiduciary. The firm requires a minimum account size of $100,000, which may be waived at their discretion. Sonas charges asset management fees based on a tiered structure, ranging from 1.00% to 0.50% based on assets under management. Financial planning and consulting services are offered at hourly rates of $250 per hour for James D. Meysenburg and $200 per hour for Trevor K Harris, or fixed fees not exceeding $5,000. Sonas does not receive external compensation for the sale of securities and does not engage in performance-based fees or side-by-side management. The firm's investment strategies include fundamental and technical analysis, charting analysis, cyclical analysis, and quantitative analysis. Sonas reviews client accounts at least annually, with additional reviews triggered by specific events. The firm does not receive economic benefits from external sources and maintains custody of assets at qualified custodians. Sonas has no disciplinary history and operates with a fiduciary duty to act in the best interest of clients.
$94,271,925 under management
3 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
Consulting Services
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 Kansas City, 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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