FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Leawood, KS.

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

9 financial advisors12 advisory firms1 city

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

12 advisory firmsCompare public facts. Verify experience directly.
9 financial advisors12 advisory firms1 city

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
View profile
Public source record; verify directly
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
View profile
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
View profile
Public source record; verify directly
ETF PORTFOLIO PARTNERS, INC.CRD 128366

Advisory firm

Filed advisory firm office: Leawood, 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
View profile
Public source record; verify directly
EVEREST WEALTH MANAGEMENTCRD 133823

Advisory firm

Filed advisory firm office: Leawood, 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
View profile
Public source record; verify directly
FAS WEALTH PARTNERS, INC.CRD 109796

Advisory firm

Filed advisory firm office: Leawood, KS

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
KAVAR CAPITAL PARTNERSCRD 311744

Advisory firm

Filed advisory firm office: Leawood, 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
View profile
Public source record; verify directly
MITCHELL CAPITAL MANAGEMENT COCRD 106338

Advisory firm

Filed advisory firm office: Leawood, KS

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
NORMANDY INVESTMENT ADVISORSCRD 316321

Advisory firm

Filed advisory firm office: Leawood, KS

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
PRAIRIE ADVISORY, LLCCRD 339211

Advisory firm

Filed advisory firm office: Leawood, KS

Filed firm type: Registered

Financial planningPension consulting servicesPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCCRD 288641

Advisory firm

Filed advisory firm office: Leawood, 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
View profile
Public source record; verify directly
VIAWEALTH, LLCCRD 309043

Advisory firm

Filed advisory firm office: Leawood, 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
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in KS

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides