Best Financial Advisors in Kansas City, Missouri

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

Kansas City has seen steady and encouraging economic growth and the  area provides multiple avenues to find the right financial advisor

Ready to narrow your search for the best firm? Start with Benzinga’s list of the best financial advisors in Kansas City.

1. Best Discretional Services: Cutter & Company, Inc. 

Cutter & Companyhas provided financial advising since 1988. Services include retirement planning, insurance, estate planning, tax planning and investments. Cutter & Company can provide you with segmented or comprehensive financial planning to focus on investments, insurance, and taxes or estate plans.

Through the Cutter Advisory Program, advisors can manage your investment portfolio with your individual needs and permissions to manage investment trading. You’ll also receive detailed transactions and account activity every 3 months. With a minimum of $25,000, you can review model portfolios with an advisor to see which investments and plans are right for your account. 

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CUTTER & COMPANY, INC.

CUTTER & COMPANY, INC.

$600,168,948
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
$25,000
N/A
1,876
Yes
53
8
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

15415 CLAYTON ROAD BALLWIN MO, 63011

Phone number

636-537-8770

Best For
Customizable Robo Investing
Disclosure Your free trial (a $31.25 value) begins the date you enroll in the M1 Plus subscription, and ends 90 days after (“Free Trial”). Upon expiry of the Free Trial, your account is automatically billed an annual subscription fee of $125 unless you cancel under your Membership details in the M1 platform.

2. Best Robo-Advisor: M1 Finance

M1 Finance is the smarter money management platform that lets you manage your financial future for free. With M1 you can make money transfers, set up direct deposits and spend with a debit card. 

M1 also uniquely allows you to invest in fractional shares, build a customized portfolio and automate your investment schedule. You can also borrow up to 35% of your portfolio’s value at low rates. You can even borrow 2% while earning 1% cash back with a new M1 account. There’s no account balance required. 

3. Best for Flexible Minimum: National Pension & Group Consultants, Inc.

National Pension & Group Consultants has specialized in providing financial services to teachers and educational employees since 2008. 

Services at National Pension & Group Consultants run strictly on a non-discretionary basis. Your account is managed by the firm or reputable 3rd-party investment managers chosen by National Pension’s advisors. These investment services cover most asset classes offered by the nonaffiliated company — FundChoice. 

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NATIONAL PENSION & GROUP CONSULTANTS, INC.

NATIONAL PENSION & GROUP CONSULTANTS, INC.

$38,399,104
  • A percentage of assets under your management
None
6
N/A
No
64
2
  • Selection of other advisers (including private fund managers)
Address

3130 BROADWAY KANSAS CITY MO, 64111

Phone number

816-968-0602

Pricing
0.25% annual fee
Account Minimum
$0

4. Best Mobile App: Betterment

Betterment and its high-tech, well-designed platform offer guided cash management, investing and retirement planning. Its investment strategies are built on inexpensive exchange-traded funds and a risk profile based on how long you plan to invest. 

Betterment offers simple services such as checking and cash reserve to manage your daily saving and spending. Betterment’s personalized services and customer support can help you with the full spectrum of your funds for a low, transparent cost. 

Pricing
Fees range based on deposit amount and services used
Account Minimum
$100,000

Personal Capital gives you a complete view of all your accounts in a single secure platform. It can help you easily budget your finances and track where you spend your cash. 

Advisors at Personal Capital offer tax optimization strategies and create a plan to meet your long- and short-term investing goals. You can also access its free investment management tools to track your multi-asset portfolio on top of top-notch management services for your assets of at least $100,000. 

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IBN FINANCIAL SERVICES, INC

IBN FINANCIAL SERVICES, INC

$41,449,144
  • A percentage of assets under your management
  • Hourly charges
  • Other
None
N/A
129
Yes
6
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

404 OLD LIVERPOOL RD LIVERPOOL NY, 13088

Phone number

315-652-4426

Frequently Asked Questions

Find a Financial Advisor in Kansas City

The right financial advisor can help you plan a firm foundation for your future. Start with our recommended firms in Kansas City to look toward your future today.

Methodology

To determine the top financial advisors in Kansas City, we pored through all SEC-registered advisory firms who have an office in Kansas City. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

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