% of assets managed in Overland Park, KS
90 advisers in Overland Park offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 90
Allos Investment Advisors, LLCSEC registeredNo commissions reportedAspen Wealth Management, INC.State registeredNo commissions reportedAspire Wealth ManagementState registeredNo commissions reportedAspyre Wealth PartnersSEC registeredNo commissions reportedBeyond WealthSEC registeredNo commissions reportedBoulder Investment GroupState registeredNo commissions reportedCabin Advisors, LLCSEC registeredNo commissions reportedCaliber Wealth Management, LLCSEC registeredNo commissions reportedCenterpoint Advisory Group, LLCSEC registeredNo commissions reportedClearpath Wealth Management, L.c.State registeredNo commissions reported
Cornerstone Securities LLCSEC registeredNo commissions reportedCreative PlanningSEC registeredNo commissions reportedCreativeone Securities, LLCSEC registeredNo commissions reportedCreativeone Wealth, LLCSEC registeredNo commissions reportedCurtis Capital AdvisorsSEC registeredNo commissions reportedDavis Financial Management, INC.SEC registeredNo commissions reportedDynamic Wealth LLCState registeredNo commissions reportedEngage Wealth Advisors, LLCSEC registeredNo commissions reportedEpiphany Financial CoachingState registeredNo commissions reportedFamily Legacy Advisors, LLCState registeredNo commissions reportedFci AdvisorsSEC registeredNo commissions reportedFinancial Partners Group, INC.SEC registeredNo commissions reportedFinancialife Outfitters LLCState registeredNo commissions reportedFirst American Financial Advisors, INC.State registeredNo commissions reportedFortino Wealth Management, LLCState registeredNo commissions reportedFortune Financial Advisors, LLCSEC registeredNo commissions reportedFreestate Advisors LLCSEC registeredNo commissions reportedGlass Lakes Capital Management LLCSEC registeredNo commissions reportedGreenup Street Wealth Management LLCSEC registeredNo commissions reportedIndex Wealth Advisors, LLCState registeredNo commissions reportedInsight Financial ServicesSEC registeredNo commissions reportedKedrec LLCState registeredNo commissions reportedKeen Wealth AdvisorsSEC registeredNo commissions reportedKonza Global Wealth GroupSEC registeredNo commissions reportedLegacy Advisory Limited CompanyState registeredNo commissions reportedLegacy Financial Strategies, LLCSEC registeredNo commissions reportedLegacy Investment Partners, LLCSEC registeredNo commissions reportedLegacy Wealth Planning, LLCState registeredNo commissions reportedLexaurum AdvisorsSEC registeredNo commissions reportedMaciel Wealth ManagementState registeredNo commissions reportedMarinerSEC registeredNo commissions reportedMarinerSEC registeredNo commissions reportedMariner Advisor NetworkSEC registeredNo commissions reportedMariner IndependentSEC registeredNo commissions reportedMidwest Financial Group LLCSEC registeredNo commissions reportedMn Wealth Advisors, LLCSEC registeredNo commissions reportedMokan Wealth ManagementSEC registeredNo commissions reportedNova R Wealth, INC.SEC registeredNo commissions reportedNovadius Wealth ManagementSEC registeredNo commissions reportedOne Advisory Partners, LLCSEC registeredNo commissions reportedOnedigitalSEC registeredNo commissions reportedOverland Park Wealth Management LLCState registeredNo commissions reportedParagon Capital Management LLCSEC registeredNo commissions reportedPcg Wealth ManagementSEC registeredNo commissions reportedPenn Wealth ManagementState registeredNo commissions reportedPostrock Partners LLCSEC registeredNo commissions reportedPrairie Ridge Asset Management, LLCState registeredNo commissions reportedPrime Capital FinancialSEC registeredNo commissions reportedProactive Planning Wealth AdvisoryState registeredNo commissions reportedProvidence Financial Advisors, LLCSEC registeredNo commissions reportedQuantum Financial Partners LLCSEC registeredNo commissions reportedR L Capital, LLCState registeredNo commissions reportedRca Wealth Strategies LLCState registeredNo commissions reportedRetirement Resources INC.State registeredNo commissions reportedRsg Investments LLCSEC registeredNo commissions reportedS&a Financial Services, INC.SEC registeredNo commissions reportedSapphire Wealth Planning LLCState registeredNo commissions reportedSchwantes Financial, LLCState registeredNo commissions reportedSearcy Financial Services, INC.SEC registeredNo commissions reportedSound Investments INC.State registeredNo commissions reportedSound Stewardship, LLCSEC registeredNo commissions reportedState Line Wealth ManagementState registeredNo commissions reportedSteffes Financial, LTDSEC registeredNo commissions reportedStepp & Rothwell INCSEC registeredNo commissions reportedStewardship Wealth ManagementState registeredNo commissions reportedStoryone Family OfficeSEC registeredNo commissions reportedSunesis Advisors, LLCSEC registeredNo commissions reportedTax Advantage Advisors, INC.State registeredNo commissions reportedTfb Advisors, LLCSEC registeredNo commissions reportedTortoise Capital Advisors, L.L.C.SEC registeredNo commissions reportedTrinity Capital Management, LLCState registeredNo commissions reportedTriune Financial Partners, LLCSEC registeredNo commissions reportedTwo West Capital Advisors LLCSEC registeredNo commissions reportedUmb Private Wealth Management, LLCSEC registeredNo commissions reportedWaterfront Wealth INC.SEC registeredNo commissions reportedWealth Partners CorporationState registeredNo commissions reportedWealth Renovators, LLCState registeredNo commissions reportedWindward Private Wealth Management INC.SEC registeredNo commissions reportedWorld Class Unlimited, INC.State registeredNo commissions reportedYukon Wealth Management, INC.SEC registeredNo commissions reported