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Financial advisory firms
in Kansas.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

431 financial advisors127 advisory firms18 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

127 advisory firmsCompare public facts. Verify experience directly.
431 financial advisors127 advisory firms18 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

503 CAPITAL PARTNERS, LLCCRD 327580

Advisory firm

Filed advisory firm office: Leawood, KS

Filed firm type: Registered

Charitable organizationsHigh net worth individualsPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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9 STREAM CAPITAL PARTNERS LLCCRD 340394

Advisory firm

Filed advisory firm office: Leawood, KS

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCESS CAPITAL, LLCCRD 327013

Advisory firm

Filed advisory firm office: Wichita, KS

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADAMSBROWN WEALTH CONSULTANTS LLCCRD 308410

Advisory firm

Filed advisory firm office: Wichita, KS

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AE WEALTH MANAGEMENT, LLCCRD 282580

Advisory firm

Filed advisory firm office: Topeka, KS

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AGH WEALTH ADVISORS, LLCCRD 146796

Advisory firm

Filed advisory firm office: Wichita, KS

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLOS INVESTMENT ADVISORS, LLCCRD 155541

Advisory firm

Filed advisory firm office: Overland Park, KS

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ASPYRE WEALTH PARTNERSCRD 107212

Advisory firm

Filed advisory firm office: Overland Park, KS

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BALANCED FINANCIAL PLANNING, INC.CRD 128161

Advisory firm

Filed advisory firm office: Overland Park, KS

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BERKELEY CAPITAL MANAGEMENT, LLCCRD 149229

Advisory firm

Filed advisory firm office: Ellsworth, KS

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BEYOND WEALTHCRD 162231

Advisory firm

Filed advisory firm office: Overland Park, KS

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CABIN ADVISORS, LLCCRD 312547

Advisory firm

Filed advisory firm office: Overland Park, KS

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CALIBER WEALTH MANAGEMENT, LLCCRD 331165

Advisory firm

Filed advisory firm office: Overland Park, KS

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CANVAS WEALTH ADVISORS, LLCCRD 306343

Advisory firm

Filed advisory firm office: Shawnee, KS

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CARLSON FINANCIALCRD 295907

Advisory firm

Filed advisory firm office: Topeka, KS

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CCM NEW OPPORTUNITIES, LLCCRD 301887

Advisory firm

Filed advisory firm office: Merriam, KS

Filed firm type: Registered

Other investment advisersPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CENTERPOINT ADVISORY GROUP, LLCCRD 324181

Advisory firm

Filed advisory firm office: Overland Park, KS

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CENTRALIS CAPITAL LLCCRD 305897

Advisory firm

Filed advisory firm office: Prairie Village, KS

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
CETERA PLANNING PARTNERSCRD 129625

Advisory firm

Filed advisory firm office: Leawood, KS

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CGN ADVISORS, LLCCRD 159359

Advisory firm

Filed advisory firm office: Manhattan, KS

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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