IMA Wealth is a highly reputable local investment advisory firm based in Wichita, Kansas. With four offices strategically located, they are committed to providing top-notch financial services to clients. Boasting a dedicated team of 21 professionals, nearly all of them specialize in investment advisory services. Each investment advisor at IMA Wealth manages an impressive average of $36,060,000 in assets. The firm's compensation structure is flexible and offers various options to meet clients' needs. They charge a percentage of assets under management, employ hourly charges, and offer fixed fees. While 401(k) and individual accounts constitute less than 30% of their assets under management, IMA Wealth has the expertise to effectively manage employer funds. All assets managed by the firm are under discretionary management, ensuring clients' investments are handled with utmost care and expertise. In addition to investment advisory services, IMA Wealth also acts as an insurance broker or agent, further expanding their range of offerings. They have successfully built strong relationships with over 260 individual clients who entrust them with a substantial $721,278,000 in assets under management. The firm takes pride in its experienced team, with long-tenured advisors like Brian Heinke, Susan Pool, and Heather Haines, who bring a wealth of knowledge and expertise to the table. IMA Wealth's commitment to delivering personalized financial guidance, comprehensive investment strategies, and exceptional client service has positioned them as a trusted partner for individuals and businesses seeking to achieve their financial goals.

Creative Planning is a national investment advisory firm headquartered in Overland Park, KS, with 71 offices across the country. With a team of 1,165 dedicated employees, nearly all of whom provide investment advisory services, Creative Planning has established itself as a prominent player in the financial industry. The firm boasts an average of $120,190,000 in assets under management per investment advisor, aligning with the industry average. The compensation structure at Creative Planning is diverse, offering options such as a percentage of assets under management, hourly charges, and fixed fees. While a majority of their assets under management come from sources other than 401K and individual accounts, the company possesses the expertise and capability to effectively manage employer funds. Notably, 99% of the assets they handle are discretionary, providing clients with a high degree of trust and confidence in the firm's decision-making process. Creative Planning takes pride in its extensive client base, serving over 35,290 individual clients who have entrusted the firm with a staggering $130,526,903,000 in assets under management. The success of the company can be attributed to its talented and experienced advisors, including long-tenured professionals like Molly Rothove, Todd Shepherd, and Peter Mallouk. With its commitment to providing exceptional investment advisory services, Creative Planning continues to solidify its position as a leading firm in the industry. The company's dedication to understanding clients' unique financial goals and delivering personalized solutions sets them apart in a competitive market.

BCWM (Business Capital Wealth Management) is a local investment advisory firm headquartered in Overland Park, KS, specializing in managing high net worth individuals' assets. With over 170 individual clients and a staggering $553,787,000 in assets under management, BCWM has established itself as a trusted partner in wealth management. The firm operates from a single office, employing a total of 13 professionals, 8 of whom are dedicated to providing investment advisory services. BCWM's diverse client base comprises a wide range of investment vehicles, with 401K and individual accounts representing less than 30% of their total assets under management. However, the firm possesses the expertise and resources to effectively manage employer funds as well. Notably, all assets entrusted to BCWM are managed on a discretionary basis, ensuring clients' interests are consistently prioritized. BCWM's compensation structure includes various models, such as a percentage of assets under management and commissions, reflecting their commitment to delivering tailored and comprehensive financial solutions to their clientele. Each investment advisor at BCWM manages an average of approximately $69,220,000 in assets, aligning with the industry standard. The firm boasts a team of seasoned professionals, including some of the longest-tenured advisors in the industry, namely Laura Carley, Melinda Corporon, and Richard Boyer. Their extensive experience and expertise contribute to BCWM's success in delivering exceptional investment advisory services. Overall, BCWM's impressive track record, vast wealth management capabilities, and commitment to personalized client care make them a leading force in the financial advisory industry in Overland Park, KS, and beyond.

Sound Stewardship, LLC, based out of Overland Park, KS, is a prominent local investment advisory firm with a strong track record of delivering sound financial solutions. With over 70 individual clients and an impressive $188,956,000 in assets under management, they have established themselves as a trusted partner for individuals seeking expert guidance in wealth management. While 401K and individual accounts account for less than 30% of their assets under management, Sound Stewardship, LLC possesses the expertise to effectively manage employer funds, catering to a diverse range of clients. A notable feature of their services is that 86% of the assets they manage are discretionary, showcasing their comprehensive understanding of market trends and the ability to make informed investment decisions. At Sound Stewardship, LLC, the primary focus lies in managing the assets of high net worth individuals. Their compensation structure is designed to align with client needs, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of eight dedicated professionals, each providing investment advisory services, the firm boasts an impressive average of approximately $23,620,000 in assets under management per investment advisor. Notably, Sound Stewardship, LLC takes pride in its experienced and committed advisors. Among them, Joel Reimer, Ambra Leibach, and Matthew Syverson stand as some of the firm's longest-tenured professionals, whose extensive knowledge and expertise contribute to the company's success. By combining personalized attention, in-depth market analysis, and a commitment to sound financial strategies, Sound Stewardship, LLC remains a trusted partner in helping clients achieve their financial goals.

Everest Wealth Management is a small investment advisory firm based out of Leawood, KS, with 2 total employees. With over 15 years of experience, the firm offers comprehensive wealth management services to individual clients and employer-sponsored 401K plans. Led by John Seitzer, one of the firm's longest-tenured registered advisors, Everest Wealth Management has built a reputation for providing expert investment advice and personalized financial solutions. The firm manages a substantial amount of assets, averaging approximately $116,980,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options to meet the diverse needs of their clients. Everest Wealth Management takes pride in their strong track record of success in managing assets. They currently oversee a client base of over 60 individuals, with total assets under management exceeding $155,266,000. Notably, half of these assets come from employer 401Ks and individual investments, indicating their expertise and specialization in this particular area. As a discretionary investment advisory firm, Everest Wealth Management has the autonomy to make investment decisions on behalf of their clients, guided by their deep understanding of market trends, risk management strategies, and individual financial goals. With their dedication to client satisfaction and wealth preservation, Everest Wealth Management aims to provide exceptional service and help their clients achieve long-term financial success.

V Wealth Advisors LLC is a leading regional investment advisory firm based in Overland Park, KS. With an extensive network of 17 offices, they offer comprehensive wealth management services to clients across the region. The firm boasts a team of 75 highly skilled professionals, with 43 dedicated to providing expert investment advisory services. With an impressive average of approximately $35,310,000 in assets under management per investment advisor, V Wealth Advisors LLC demonstrates their commitment to delivering exceptional results for their clients. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees. V Wealth Advisors LLC has established a strong foothold in the employer 401K and individual markets, with nearly half of their assets under management originating from these sources. They possess substantial experience in managing these types of assets, ensuring their clients receive top-notch guidance and support. Notably, an impressive 95% of the assets they manage are discretionary, showcasing their expertise in navigating the complexities of investment management. In addition to investment advisory services, V Wealth Advisors LLC offers a range of complementary services, including insurance brokerage, accounting, and financial planning. They serve a diverse client base, catering to over 3,600 individual clients with an astounding $1,518,196,000 in assets under management. The firm takes pride in its dedicated team, with notable advisors like Tye Martin, Thomas Blumer, and Jordan Rider who have demonstrated their commitment and expertise over many years. V Wealth Advisors LLC continues to be a trusted partner for individuals and businesses seeking comprehensive wealth management solutions in the Overland Park, KS area and beyond.

Mariner Platform Solutions, a regional investment advisory firm based out of Overland Park, KS, is dedicated to providing comprehensive investment solutions to its clients. With a team of 75 highly skilled professionals, Mariner Platform Solutions offers personalized investment advisory services to over 1,160 individual clients. Their expertise in managing assets is evident, with a remarkable $3,057,969,000 in assets under management. The firm's compensation structure is designed to align with their clients' success. Investment advisors at Mariner Platform Solutions earn a percentage of the assets they manage, ensuring a vested interest in achieving optimal results. The average assets under management per investment advisor are an impressive $26,140,000. Mariner Platform Solutions predominantly serves high net worth individuals, with the majority of their managed assets coming from this discerning clientele. While 401K and individual accounts represent a smaller portion of their assets under management, the firm possesses the expertise and capability to effectively handle employer funds. With 34 offices spread across the region, Mariner Platform Solutions is well-positioned to serve clients throughout the area. The firm takes pride in its dedicated team of advisors, some of whom have been with the company for many years. Notable long-tenured advisors include Gurpreet Khalsa, Branch Lawson, and Alan Skrainka. Mariner Platform Solutions strives to provide superior investment advisory services, leveraging their extensive experience and a deep understanding of the financial markets. Clients can rely on the firm's expertise and commitment to helping them achieve their financial goals.

Steffes Financial, Ltd is a highly reputable investment advisory firm based out of Overland Park, KS. With a dedicated team of five employees, including four seasoned investment advisors, they provide exceptional financial services to a diverse clientele. Demonstrating their expertise, each investment advisor at Steffes Financial, Ltd manages an average of $259,810,000 in assets, surpassing the industry average. With over 140 individual clients, Steffes Financial, Ltd oversees an impressive $429,191,000 in assets under management. While their core focus lies in managing discretionary assets, which accounts for 58% of their total, they also possess the capability to handle employer funds, although 401K and individual accounts make up less than 30% of their assets. Operating from a single office, Steffes Financial, Ltd takes pride in its longstanding presence in the industry. Grant Steffes, Christopher Stakley, and Gerald Steffes, among others, are some of the firm's most experienced advisors, ensuring clients receive the utmost professional guidance and expertise. Steffes Financial, Ltd offers a comprehensive compensation structure, including a percentage of assets under management and performance-based fees, reflecting their commitment to aligning their interests with the financial success of their clients. With their impressive track record, personalized approach, and expertise in managing substantial assets, Steffes Financial, Ltd stands as a trusted partner for individuals seeking tailored investment advisory services.

Owlfi, a local investment advisory firm headquartered in Lenexa, KS, operates with a strong presence across four offices. With a team of 17 employees, including eight dedicated investment advisors, Owlfi excels in providing comprehensive financial guidance. Their investment advisors have an impressive average of approximately $14,700,000 in assets under management, demonstrating their expertise and ability to deliver value to clients. The firm's compensation structure is designed to meet diverse client needs, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Owlfi's capability to manage employer funds positions them to effectively cater to different investment requirements, despite 401K and individual accounts representing less than 30% of their total assets under management. A testament to their expertise in serving high-net-worth individuals, Owlfi manages a majority of assets for this client segment. With over 420 individual clients and more than $117,613,000 in assets under management, the firm has established a strong reputation for managing significant portfolios. Owlfi boasts a team of experienced advisors, including David Bush, Elliot Omanson, and Dirk Palmer, who have been with the firm for a considerable duration. Their extensive knowledge and tenure contribute to Owlfi's success in delivering tailored financial solutions. By providing discretionary management of 100% of the assets they oversee, Owlfi ensures clients benefit from informed investment decisions. As a local firm deeply rooted in the Lenexa community, Owlfi remains committed to fostering strong client relationships and delivering personalized service to help clients achieve their financial goals.

Kornitzer Capital Management, Inc. is a renowned investment advisory firm located in Shawnee Mission, KS. With over 30 years of experience in the industry, Kornitzer Capital Management has become a trusted partner for individuals and institutions seeking expert guidance in managing their investments. The firm operates out of a single office, serving a diverse client base of over 1,150 individuals. Employing a team of 39 professionals, Kornitzer Capital Management boasts a highly skilled staff, with 24 dedicated advisors providing top-notch investment advisory services. Their advisors possess extensive knowledge and expertise in the financial markets, ensuring clients receive personalized and strategic investment solutions tailored to their unique goals and risk tolerances. One notable aspect of Kornitzer Capital Management's success is their impressive average assets under management per investment advisor, which stands at approximately $305,010,000. This figure significantly surpasses the industry average, reflecting the firm's ability to attract substantial assets and deliver strong investment performance. Kornitzer Capital Management offers a comprehensive compensation structure, including various types such as a percentage of assets under management and fixed fees. Notably, 98% of the assets they manage are under their discretion, indicating a high level of trust clients place in the firm's investment decisions. With a robust portfolio of over $7,320,180,000 in assets under management, Kornitzer Capital Management has established itself as a leader in the investment advisory field. The firm's long-standing success can be attributed to the expertise and dedication of advisors like John Shepley, Kent Gasaway, and John Kornitzer, who have been instrumental in shaping the firm's reputation and providing exceptional service to clients.

Lexaurum Advisors, based out of Overland Park, KS, is a regional investment advisory firm with a solid reputation in the industry. With 42 employees, including 27 dedicated investment advisors, they provide comprehensive financial guidance to their clients. Their average assets under management per investment advisor amount to approximately $105,350,000, which falls within the industry average. Lexaurum Advisors follows a diverse compensation structure, offering different types of fees such as a percentage of assets under management and fixed fees. This allows them to cater to a wide range of client needs and preferences. The firm boasts an impressive client base, with over 1,240 individual clients and total assets under management surpassing $604,129,000. Notably, they have established themselves as experts in managing employer 401Ks and individual investments, with half of their assets under management originating from these sources. Moreover, a significant 85% of the assets they manage are under discretionary management, reflecting the trust clients place in their expertise. With 21 offices throughout the region, Lexaurum Advisors ensures convenient accessibility for their clients. The firm takes pride in its experienced team, with seasoned advisors like Peter Hughes, Virginia Shields, and Michael Carpenter, who have contributed to the firm's success over the years. Lexaurum Advisors aims to provide personalized financial strategies tailored to each client's unique goals and circumstances. With their comprehensive range of services and experienced team, they strive to help individuals and businesses navigate the complexities of investment management and achieve their financial aspirations.