Best Financial Advisor Firms Kansas 2026

Written by AdvisorSearch.org

May 08, 2025

  Fact Checked

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Kansas in 2024.

Best Firms in Kansas

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
ABG Consultants		$697.4 million	1,885	3	$369,953
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Acropolis Investment Management		$2.6 billion	1,045	36	$2.5 million
Adell Harriman & Carpenter		$2.1 billion	819	5	$2.5 million
Advanced Asset Management Advisors		$651.3 million	309	4	$2.1 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Aspyre Wealth Partners		$668.3 million	329	8	$2.0 million
Atwood & Palmer		$2.0 billion	525	7	$3.9 million
Berkeley Capital Management		$128.5 million	370	3	$347,263
Blbb Advisors		$3.3 billion	1,632	12	$2.0 million
Boyle Capital		$342.0 million	423	4	$808,403
Carret Asset Management		$3.5 billion	2,633	10	$1.3 million
CFO Capital Management		$243.9 million	305	4	$799,802
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Claris Advisors		$911.1 million	331	3	$2.8 million
Clark Capital Management Group		$35.7 billion	36,013	20	$990,967
Clayton Financial Group		$793.8 million	248	3	$3.2 million
Clayton Wealth Partners		$909.8 million	753	7	$1.2 million
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Corda Investment Management		$2.0 billion	1,363	28	$1.5 million
Core Planning		$525.0 million	867	61	$605,570
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Cypress Capital		$426.0 million	663	8	$642,606
Dale K. Ehrhart		$648.8 million	139	4	$4.7 million
EP Wealth Advisors		$45.1 billion	20,738	298	$2.2 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Family Investment Center		$689.3 million	894	12	$771,051
Financial Plan		$1.6 billion	924	11	$1.7 million
Flexible Plan Investments		$1.5 billion	9,144	3	$162,300
Foster Group		$4.8 billion	2,101	54	$2.3 million
Fragasso Financial Advisors		$2.8 billion	2,205	18	$1.3 million
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Future Capital		$2.0 billion	15,521	2	$129,876
Geowealth Management		$17.6 billion	51,018	20	$344,477
Guideline Investments		$16.5 billion	87,973	2	$187,499
Guidestream Financial		$263.5 million	882	5	$298,711
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
JMG Financial Group		$7.5 billion	1,789	48	$4.2 million
KEB Wealth Advisors		$1.3 billion	696	13	$1.8 million
Lutz Financial		$3.2 billion	1,031	14	$3.1 million
LVZ		$1.1 billion	2,473	16	$455,006
Mainstay Capital Management		$4.8 billion	3,405	16	$1.4 million
Matson Money		$24.3 billion	29,985	7	$811,358
Mench Financial		$130.6 million	183	3	$713,532
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Mitchell Capital Management CO		$847.3 million	331	5	$2.6 million
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Novem Group		$1.7 billion	3,653	32	$470,200
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Patten and Patten		$2.2 billion	879	3	$2.5 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Plancorp		$9.9 billion	2,367	48	$4.2 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Rocky Mountain Advisers		$3.1 billion	257	3	$12.3 million
RS Asset Management		$107.2 million	251	2	$427,097
S&A Financial Services		$392.3 million	1,183	3	$331,590
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	255	3	$10.6 million
Sharkey Howes & Javer		$1.1 billion	886	1	$1.3 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Stepp & Rothwell		$1.1 billion	340	10	$3.1 million
Stonebridge Capital Advisors		$2.5 billion	1,674	13	$1.5 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TCI Wealth Advisors		$5.4 billion	3,268	41	$1.6 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
Three Bell Capital		$5.1 billion	628	13	$8.0 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Traynor Capital Management		$2.4 billion	1,590	6	$1.5 million
Values First Advisors		$215.4 million	967	7	$222,771
Wealthtrust Asset Management		$217.4 million	256	5	$849,149
Wedgewood Partners		$560.7 million	389	4	$1.4 million
Windward Private Wealth Management		$309.6 million	235	6	$1.3 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Kansas 2024.

Firm has:

• Jurisdiction in Kansas
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.