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Top Financial Advisors in Kansas City

Thanks to a $1.5 billion dollar new airport terminal and exciting growth in tech and engineering sectors, Kansas City has been seeing steady and encouraging economic growth lately. Living in the Kansas City Area gives you multiple directions avenues in which to go in terms of finding the right financial advisor for you and/or your family, that’s why Benzinga has laid down a foundation of the best route for managing your money.

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To determine the top financial advisors in Kansas City we poured 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.

BUTTONWOOD FINANCIAL GROUP, LLC

CDR# 151164
$388,725,827
214
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3013 MAIN STREET
KANSAS CITY MO, 64108-3323
816-285-9000

$388,725,827
214
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

NUANCE INVESTMENTS, LLC

CDR# 148534
$1,724,795,756
765
Works with high networth individuals
  • A percentage of assets under your management
4900 MAIN STREET SUITE 220
KANSAS CITY MO, 64112
816-743-7080

$1,724,795,756
765
Works with high networth individuals
  • A percentage of assets under your management

AMERICAN CENTURY PRIVATE CLIENT GROUP

CDR# 290043
$270,249,154
684
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
4400 MAIN STREET
KANSAS CITY MO, 64111-7709
816-531-5575

$270,249,154
684
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management

MADER & SHANNON WEALTH MANAGEMENT

CDR# 123741
$164,514,295
285
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
4717 GRAND AVE. STE 800
KANSAS CITY MO, 64112
816-751-0585

$164,514,295
285
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

STERNECK CAPITAL MANAGEMENT LLC

CDR# 111463
$218,687,520
218
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
4510 BELLEVIEW AVENUE SUITE 204
KANSAS CITY MO, 64111
816-531-2254

$218,687,520
218
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

LOCKTON INVESTMENT ADVISORS, LLC

CDR# 144133
$4,200,085,657
N/A
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
444 W 47TH STREET SUITE 900
KANSAS CITY MO, 64112
816-960-9000

$4,200,085,657
N/A
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

CDR# 105778
$159,306,776,177
N/A
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
4500 MAIN STREET
KANSAS CITY MO, 64111-7709
816-531-5575

$159,306,776,177
N/A
Works with high networth individuals
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

NICHOLSON CAPITAL MANAGEMENT, INC.

CDR# 105580
$135,978,641
135
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • BUSINESS CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
4600 MADISON AVENUE SUITE 150
KANSAS CITY MO, 64112
816-931-5757

$135,978,641
135
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • BUSINESS CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CROSSROADS FINANCIAL MANAGEMENT, INC.

CDR# 115435
$52,372,304
144
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
2018 MAIN STREET
KANSAS CITY MO, 64108
913-451-8370

$52,372,304
144
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges

THE PLANNED APPROACH, INC.

CDR# 166638
$186,845,420
38
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
420 W 98TH STREET, SUITE 1
KANSAS CITY MO, 64114
816-941-0098

$186,845,420
38
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)