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.

Gentry Private Wealth, a small investment advisory firm based out of Wichita, KS, is dedicated to providing comprehensive financial services to individuals and employer 401Ks. With over 200 individual clients and more than $166,865,000 in assets under management, Gentry Private Wealth boasts a strong track record in managing investments. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment of interests with their clients. Gentry Private Wealth prides itself on its team of seven dedicated professionals, three of whom specialize in investment advisory services. The firm's experienced advisors have extensive knowledge and expertise in managing employer 401Ks and individual assets, contributing to their solid reputation in this space. A remarkable 88% of the assets under their management are handled with discretion, reflecting their clients' trust and confidence in their abilities. Operating from their one office in Wichita, Gentry Private Wealth fosters long-lasting client relationships built on trust, personalized attention, and a deep understanding of their clients' financial goals. Among their most tenured advisors are Dustin Jackson, Maria Martin, and Jeffrey Wetta, who bring a wealth of experience and industry insight to the firm. With a commitment to providing exceptional service and sound financial advice, Gentry Private Wealth strives to help clients achieve their long-term financial objectives. By leveraging their expertise and tailored strategies, they empower individuals and employer 401Ks to navigate the complexities of the financial markets and build a secure financial future.

Clayton Wealth Partners, a leading investment advisory firm headquartered in Topeka, KS, prides itself on its exceptional wealth management services. With 12 dedicated employees, including 7 expert investment advisors, they consistently deliver outstanding results. The firm's investment advisors have an impressive average of approximately $129,850,000 in assets under management per advisor, surpassing the industry standard. Clayton Wealth Partners adopts a comprehensive compensation structure that offers flexibility and transparency to clients. Their compensation methods include a percentage of assets under management as well as fixed fees, ensuring alignment with client objectives and interests. With a vast client base of over 440 individuals, Clayton Wealth Partners manages a remarkable $627,001,000 in assets. While 401K and individual accounts represent a minority share of their assets under management, the firm possesses the capability to effectively handle employer funds. Notably, all the assets managed by Clayton Wealth Partners are discretionary, enabling them to make informed investment decisions on behalf of their clients. As a local firm deeply rooted in Topeka, Clayton Wealth Partners operates from two conveniently located offices. The firm takes pride in its team of experienced advisors, several of whom have served with the company for an extensive period. Advisors like Eric Purcell, Barbara Duncan, and Elizabeth Young bring invaluable expertise and wisdom to the firm, ensuring exceptional service and client satisfaction. In summary, Clayton Wealth Partners is a premier investment advisory firm in Topeka, KS, renowned for its exceptional performance, diverse compensation structure, extensive client base, and a team of seasoned professionals committed to delivering top-tier wealth management services.

Rademacher Financial, Inc. is a reputable investment advisory firm located in Lawrence, KS. With two well-established offices, the company is dedicated to providing expert financial advice and investment management services to a diverse clientele. Their team consists of seven highly skilled professionals, with five of them specializing in investment advisory services. Each investment advisor manages an average of approximately $23,820,000 in assets, showcasing their competence in handling substantial portfolios. Rademacher Financial, Inc. adopts a flexible compensation structure that offers various options, including a percentage of assets under management, hourly charges, and fixed fees. Their extensive experience in managing employer 401Ks and individual investments has earned them a strong reputation in the industry. Impressively, 95% of the assets they oversee are managed on a discretionary basis, reflecting the trust and confidence their clients place in their expertise. The firm boasts an impressive client base, serving over 290 individual clients with a combined total of more than $119,119,000 in assets under management. The longevity and dedication of their advisors contribute significantly to the company's success. Among the firm's most experienced advisors are Roger Cox, Rachel Rademacher, and Phillip Rademacher, who have consistently provided outstanding guidance to clients. Rademacher Financial, Inc. prides itself on its commitment to excellence and personalized service. They strive to help their clients achieve their financial goals by providing strategic investment advice tailored to each client's unique needs and circumstances. With their strong track record and client-focused approach, Rademacher Financial, Inc. continues to be a trusted partner for individuals and businesses seeking expert financial guidance.

Pinion Wealth Management, LLC is a small investment advisory firm based out of Wichita, KS. With a team of 5 dedicated professionals, they offer comprehensive wealth management solutions to their clients. Four of their employees specialize in providing investment advisory services, ensuring personalized attention and expertise. With an average of approximately $79,480,000 in assets under management per investment advisor, Pinion Wealth Management falls in line with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and performance-based fees, allowing them to cater to diverse client needs. Pinion Wealth Management proudly serves over 190 individual clients, skillfully managing assets worth over $262,580,000. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capabilities to effectively manage employer funds. Moreover, they exercise full discretion over 100% of the assets they manage, ensuring prudent decision-making. Operating from five offices, Pinion Wealth Management is deeply rooted in the local community. The firm boasts a team of experienced advisors, including Anthony Bell, Dari Basore, and Sheryl Meyer, who have demonstrated remarkable longevity and expertise in the industry. Their commitment to personalized service and sound investment strategies sets them apart in the competitive financial advisory landscape.

Capital Portfolio Management L.L.C., based out of Topeka, KS, is a small investment advisory firm with a strong presence in the industry. With two offices, the firm employs a total of five dedicated professionals, three of whom provide expert investment advisory services. The team at Capital Portfolio Management L.L.C. has extensive experience in managing assets, consistently averaging around $48,300,000 in assets under management per investment advisor, which aligns with the industry average. The compensation structure at Capital Portfolio Management L.L.C. is diverse, encompassing a range of options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Notably, nearly half of the firm's assets under management are derived from employer 401Ks and individual clients, highlighting their expertise and success in this segment. Moreover, the firm manages all of its assets on a discretionary basis, granting them the autonomy to make informed investment decisions on behalf of their clients. In addition to investment advisory services, Capital Portfolio Management L.L.C. offers comprehensive financial solutions as a registered representative of a broker-dealer, as well as serving as an insurance broker or agent. Their client base comprises over 240 individuals, whose collective assets under management exceed $144,904,000. Among the firm's distinguished advisors, James Dejulio, John Orindgreff, and Jared Rand stand out for their extensive tenure and remarkable contributions to the company's success. Capital Portfolio Management L.L.C. is committed to providing personalized and effective investment strategies, leveraging their industry knowledge and client-centered approach to help individuals and businesses achieve their financial goals.

Heritage Financial Solutions, LLC is a highly reputable and client-focused investment advisory firm based in Dodge City, KS. With over 150 individual clients and a remarkable $90,434,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in providing comprehensive financial solutions, Heritage Financial Solutions caters to a diverse range of clients, including employer 401Ks and individuals. With their expertise in the industry, Heritage Financial Solutions excels in managing discretionary assets, ensuring their clients' investments are handled with utmost care and expertise. As registered representatives of a broker-dealer, they offer a wide array of financial services tailored to meet their clients' unique needs. Committed to transparency and integrity, Heritage Financial Solutions adopts a compensation structure that includes a percentage of assets under management. This aligns their interests with those of their clients, fostering a strong and mutually beneficial relationship. Led by Amber Wallis, one of the longest tenured registered advisors, who has been with the firm since 2013, Heritage Financial Solutions boasts a team of dedicated professionals who prioritize their clients' financial well-being. With an average of $90,430,000 in assets under management per investment advisor, they consistently deliver results that meet industry standards. With a focus on personalized service and a track record of success, Heritage Financial Solutions, LLC is dedicated to helping their clients achieve their financial goals and secure a prosperous future.

AGH Wealth Advisors, LLC is a leading investment advisory firm based out of Wichita, KS. With a dedicated team of five professionals, including four experienced investment advisors, they specialize in providing comprehensive wealth management services. With an average of $113,260,000 in assets under management per investment advisor, AGH Wealth Advisors' performance is on par with the industry average. The firm's compensation structure offers various options, including a percentage of assets under management, ensuring their interests are aligned with their clients' financial goals. With over 260 individual clients and more than $141,138,000 in assets under management, AGH Wealth Advisors has gained a strong reputation for their personalized approach and commitment to delivering exceptional results. AGH Wealth Advisors primarily caters to high-net-worth individuals, managing a significant portion of their assets. Additionally, they have extensive experience managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Notably, all of the assets entrusted to AGH Wealth Advisors are managed on a discretionary basis, allowing the firm to make informed decisions aligned with their clients' investment objectives. Operating from two offices, AGH Wealth Advisors is a small but highly regarded firm in the investment advisory space. Their team includes seasoned advisors such as Timothy Penner, Brian Gensch, and Brad Bechtel, who have been with the firm for many years, demonstrating their deep expertise and commitment to providing exceptional financial guidance to their clients.

Rocky Mountain Advisers, LLC is a highly reputable investment advisory firm based in Salina, KS, with a strong focus on delivering exceptional financial guidance and solutions. With a dedicated team of nine professionals, including three experienced investment advisors, the firm is committed to helping clients achieve their financial objectives. Boasting an impressive portfolio, Rocky Mountain Advisers, LLC manages over $2,185,314,000 in assets under management for more than 150 individual clients. The firm's approach is characterized by 100% discretionary management, ensuring that client assets are handled with the utmost care and in alignment with their unique investment goals. The compensation structure at Rocky Mountain Advisers, LLC offers clients a range of options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to choose the payment method that best suits their needs and preferences. One of the notable strengths of Rocky Mountain Advisers, LLC lies in the average assets under management per investment advisor, which stands at an impressive $728,440,000. This figure is well above the industry average, showcasing the firm's expertise and ability to handle substantial portfolios. The firm takes pride in its team of highly experienced advisors, including longstanding professionals like Jacob Hemmer, April McCullough, and Joel Looney. Their extensive knowledge and dedication to client success have contributed to the firm's outstanding reputation in the industry. Rocky Mountain Advisers, LLC's unwavering commitment to providing exceptional service, combined with their comprehensive financial expertise, positions them as a trusted partner for clients seeking reliable and tailored investment solutions.

Copper Financial, a regional investment advisory firm headquartered in Lenexa, KS, is a trusted partner for individuals and employers seeking comprehensive financial solutions. With a team of 50 dedicated professionals, including 38 experienced investment advisors, Copper Financial has established a reputation for excellence in the industry. The firm manages a substantial amount of assets under management, averaging around $41,330,000 per investment advisor. Their compensation structure is flexible and tailored to meet the unique needs of their diverse clientele. This includes a percentage of assets under management, hourly charges, and fixed fees. Copper Financial proudly serves over 1,910 individual clients, overseeing an impressive $275,773,000 in assets. Their expertise in managing employer 401(k) plans and individual investments has made them a top choice among businesses and individuals alike, with over 80% of their assets under management comprising of 401(k)s and individual accounts. Additionally, Copper Financial operates with full discretion, enabling them to make informed investment decisions on behalf of their clients. Beyond investment advisory services, Copper Financial also provides insurance brokerage and agent services, offering comprehensive coverage to safeguard their clients' financial well-being. With 29 offices spread across the region, Copper Financial ensures personalized attention and accessibility to their clients. The firm boasts a team of highly experienced advisors, including Scott Adams, Todd Salzman, and Heath Burch, who have been with the company for many years, demonstrating their commitment to building long-term client relationships. Overall, Copper Financial combines extensive industry knowledge, personalized financial strategies, and a client-centric approach to empower individuals and employers in achieving their financial goals and securing their financial futures.

SJHL Financial Group is a highly reputable investment advisory firm based in McPherson, KS. With a presence in five locations, they provide comprehensive financial services to a diverse client base. Boasting a team of six skilled professionals, five of whom specialize in investment advisory services, the firm offers expert guidance and personalized solutions to help clients achieve their financial goals. With an impressive average of approximately $23,840,000 in assets under management per investment advisor, SJHL Financial Group has demonstrated their ability to handle substantial portfolios effectively. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' best interests. Notably, SJHL Financial Group has garnered significant expertise in managing employer 401Ks and individual accounts, comprising approximately half of their assets under management. This experience showcases their proficiency in navigating the intricacies of this specialized area. An astounding 87% of the assets under SJHL Financial Group's management are discretionary, reflecting the high level of trust their clients place in their expertise. This discretionary authority enables the firm to make informed decisions on behalf of their clients, leveraging their knowledge and experience to optimize investment outcomes. SJHL Financial Group's success is further highlighted by their extensive client base, serving over 290 individual clients with a cumulative $119,211,000 in assets under management. The firm's longevity and commitment to excellence are evident through the tenure of advisors such as Adam Grilliot, John Albrecht, and Timothy Kliewer, who have played integral roles in the company's growth and client satisfaction. In summary, SJHL Financial Group is a distinguished investment advisory firm, offering a range of financial services from their five offices in McPherson, KS. Their seasoned professionals, substantial assets under management, and exceptional client relationships solidify their position as a trusted partner in guiding clients towards financial success.

Wealth Alliance Advisory Group, LLC, headquartered in Wichita, KS, is a reputable investment advisory firm specializing in providing comprehensive financial services. With a team of seven highly skilled professionals, they deliver personalized investment strategies and guidance to a diverse client base. Each advisor at Wealth Alliance Advisory Group, LLC possesses extensive industry knowledge, allowing them to offer expert insights and tailored solutions to their clients. The firm manages an impressive average of $101,310,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure encompasses various models, such as a percentage of assets under management and performance-based fees, ensuring a transparent and client-focused approach. Catering primarily to high-net-worth individuals, Wealth Alliance Advisory Group, LLC oversees assets worth over $526,971,000 for more than 500 individual clients. While the majority of their managed assets are discretionary, the firm also possesses the expertise to manage employer funds, although 401(k) and individual accounts constitute less than 30% of their total assets. With a single office in Wichita, Wealth Alliance Advisory Group, LLC remains deeply rooted in the local community. The firm takes pride in its experienced team, featuring accomplished advisors like Bruce R. Van Bebber, Matthew Catlin, and Gary Decker, who have demonstrated their commitment to client success over the years. As a trusted partner for comprehensive financial solutions, Wealth Alliance Advisory Group, LLC continues to solidify its position in the investment advisory landscape, providing sound strategies and a personalized approach to wealth management.