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.

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.

True Wealth & Company is a small investment advisory firm based out of Overland Park, KS, with one office. With a team of eight dedicated professionals, including four investment advisors, they provide comprehensive financial services to their clients. With an average of approximately $33,950,000 in assets under management per investment advisor, True Wealth & Company boasts an impressive track record. Their compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. True Wealth & Company excels in managing assets, with over 210 individual clients entrusting them with a total of more than $126,496,000 in assets under management. Notably, their expertise in managing employer 401Ks and individual assets accounts for approximately half of their assets under management, showcasing their deep understanding and experience in this domain. They take pride in managing 97% of the assets they oversee on a discretionary basis, emphasizing their commitment to making informed investment decisions. In addition to their investment advisory services, True Wealth & Company also acts as an insurance broker or agent, expanding their range of offerings to cater to their clients' comprehensive financial needs. The firm takes pride in its team, which includes seasoned advisors like Brian Paulsen, Bryan Sarff, and Kenneth Burkhead, who have demonstrated long-standing dedication and expertise in the field. With their client-centric approach and extensive knowledge, True Wealth & Company stands as a trusted partner in achieving financial success.

Paragon Capital Management LLC, a local investment advisory firm headquartered in Overland Park, KS, is committed to providing comprehensive investment services. With two offices, their team of six highly skilled professionals offers personalized investment advisory services to their diverse clientele. The firm manages an average of approximately $75,210,000 in assets per investment advisor, aligning well with industry standards. Paragon Capital Management LLC's compensation structure is designed to ensure a mutually beneficial relationship with their clients. It includes various models, such as a percentage of assets under management, demonstrating their commitment to delivering value. While the majority of their assets under management are discretionary, they possess the capability to manage employer funds, allowing them to cater to a wide range of clients' investment needs. Catering primarily to high net worth individuals, Paragon Capital Management LLC manages over $451,242,000 in assets for more than 130 individual clients. Their extensive client base is a testament to the firm's reputation and ability to provide effective investment strategies. The firm takes pride in its experienced team, which includes some of the longest-tenured advisors in the industry. Shannon Yarbrough, Craig Novorr, and Guerry Harris are among the key advisors at Paragon Capital Management LLC, bringing a wealth of knowledge and expertise to their clients' investment portfolios. With a steadfast commitment to delivering exceptional investment advisory services, Paragon Capital Management LLC strives to help their clients achieve their financial goals while providing the highest level of personalized attention and expertise.

Insight Financial Services, based out of Overland Park, KS, is a reputable small investment advisory firm serving a diverse clientele. With over 330 individual clients and an impressive $156,202,000 in assets under management, Insight Financial Services has established itself as a trusted partner in the financial industry. A significant portion of their assets under management comes from employer 401Ks and individuals, demonstrating their expertise in these areas. Notably, Insight Financial Services manages 100% of the assets on a discretionary basis, ensuring personalized and tailored investment strategies for their clients. The firm prides itself on its comprehensive compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows clients to choose the payment method that best suits their needs. With a dedicated team of seven employees, including four experienced investment advisors, Insight Financial Services maintains an average of approximately $39,050,000 in assets under management per advisor. This reflects their commitment to providing individualized attention and quality service to their clients. The firm boasts a number of long-tenured advisors, such as Lawrence Broxterman, Gregory Keal, and Jayne Sikyta, who contribute their expertise and insights to the team. Their extensive industry knowledge, combined with the firm's commitment to excellence, positions Insight Financial Services as a go-to choice for investment advisory services in Overland Park and beyond.

Meritage Portfolio Management, Inc. is a distinguished local investment advisory firm headquartered in Overland Park, KS. With one office, the company is known for its exceptional services provided by a team of 17 skilled professionals, with 10 dedicated to investment advisory services. Meritage Portfolio Management, Inc. boasts an impressive average of approximately $191,000,000 in assets under management per investment advisor, a figure significantly higher than the industry average. The firm's compensation structure is multi-faceted and includes a percentage of assets under management. Notably, 95% of the assets they manage are discretionary, highlighting their expertise in making sound investment decisions on behalf of their clients. Their client base primarily comprises high-net-worth individuals, and Meritage Portfolio Management, Inc. manages over $1,910,043,000 in assets for more than 120 individual clients. Meritage Portfolio Management, Inc. stands out due to the longevity and experience of some of its advisors. Noteworthy among them are Sharon Divine, James Klein, and Mark Eveans, who have demonstrated their commitment and expertise over the years. With a proven track record of success and a dedication to providing exceptional investment advisory services, Meritage Portfolio Management, Inc. continues to solidify its reputation as a trusted partner for clients seeking to grow and manage their wealth effectively.

Allos Investment Advisors, LLC is a reputable local investment advisory firm headquartered in Overland Park, Kansas. With a strong presence in the area, the company operates from two offices, offering their expertise to clients seeking investment advisory services. Comprised of a dedicated team of six professionals, Allos Investment Advisors, LLC focuses on providing comprehensive financial guidance. Their skilled investment advisors have an average of $7,240,000 in assets under management, highlighting their proficiency in handling substantial portfolios. Allos Investment Advisors, LLC adopts a flexible compensation structure, utilizing various methods such as a percentage of assets under management and fixed fees. A notable aspect of their business is their extensive experience in managing employer 401Ks and individual accounts, which accounts for approximately half of their assets under management. This expertise allows them to cater to the unique needs of both corporate and individual clients effectively. Furthermore, Allos Investment Advisors, LLC takes pride in offering discretionary management services, ensuring that they have full authority to make investment decisions on behalf of their clients. This approach promotes efficiency and responsiveness in executing investment strategies. With a client base comprising over 370 individuals, Allos Investment Advisors, LLC manages an impressive $43,436,000 in assets. Their commitment to providing personalized financial guidance has earned them a strong reputation among their clientele. Allos Investment Advisors, LLC stands out as a reliable partner for individuals and organizations seeking expert investment advice in Overland Park and beyond.

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.

Main Street Retirement Planning, LLC is a highly regarded investment advisory firm located in Coppell, TX. With a single office, they serve a diverse clientele both locally and beyond. Committed to delivering top-notch financial guidance, all three of their employees are dedicated investment advisors. Impressively, Main Street Retirement Planning manages an average of approximately $194,020,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure offers a range of options, primarily based on a percentage of assets under management. Renowned for their expertise in employer 401Ks and individual accounts, Main Street Retirement Planning handles nearly half of their assets under management in this sector. Their extensive experience in retirement planning and investment strategies allows them to provide tailored solutions to their clients' unique financial needs. In addition to their investment advisory services, Main Street Retirement Planning also serves as an insurance broker or agent. This comprehensive approach enables them to offer holistic solutions for their clients' retirement planning and risk management needs. Main Street Retirement Planning prides itself on its client-centric approach and manages all client assets on a discretionary basis. With over 880 individual clients and more than $582,068,000 in assets under management, their dedication to exceptional service is evident. The firm boasts a team of highly tenured advisors, including Mark Krehel, Elias Dragon, and Jennifer Dragon, who bring extensive industry experience to the table. Their expertise and commitment to client success have solidified Main Street Retirement Planning's reputation as a trusted advisory firm in Coppell and beyond.

VIAWEALTH, LLC, a small investment advisory firm based out of Leawood, KS, serves a diverse clientele consisting of over 40 individual clients. With a staggering $181,735,000 in assets under management, VIAWEALTH specializes in discretionary management of high net worth individuals' portfolios. The firm operates from two offices, catering to clients' financial needs with utmost professionalism and expertise. While VIAWEALTH manages a variety of accounts, including 401Ks and individual portfolios, these represent less than 30% of their total assets under management. Nevertheless, the firm possesses the necessary capabilities to effectively handle employer funds, providing comprehensive investment solutions. The compensation structure at VIAWEALTH encompasses various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with clients' preferences. With a dedicated team of eight employees, VIAWEALTH excels in delivering exceptional investment advisory services. Four of these professionals specifically focus on providing expert guidance and strategic recommendations to clients. On average, each investment advisor manages approximately $45,430,000 in assets, which aligns with the industry average. VIAWEALTH prides itself on its seasoned advisors, including Cooper Bricks, Reid Larson, and David Larson, who have amassed extensive experience and expertise within the firm. Their long tenures contribute to the firm's reputation for delivering consistent, reliable financial guidance to their discerning clientele. In summary, VIAWEALTH, LLC, with its impressive assets under management, client-centric approach, and a team of experienced professionals, stands as a trusted and reliable partner for individuals seeking comprehensive investment solutions in the Leawood, KS area and beyond.

Next Generation Investing, LLC, a small investment advisory firm based out of Topeka, KS, is dedicated to providing top-notch financial guidance and management services to their clients. With over 130 individual clients and an impressive $128,000,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With a focus on personalized strategies, Next Generation Investing, LLC offers a range of services to cater to their clients' diverse needs. They act as a registered representative of a broker-dealer, an insurance broker or agent, as well as an accountant or accounting firm. Their extensive experience in managing employer 401Ks and individual portfolios sets them apart in the industry. The firm's compensation structure is designed to align their interests with their clients' success. They offer various fee options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility. Next Generation Investing, LLC takes pride in their team of highly skilled professionals. With a total of three employees, each of whom specializes in investment advisory services, they deliver exceptional value to their clients. On average, their investment advisors manage approximately $42,670,000 in assets under management. The firm boasts a team of seasoned advisors, including Joel Kasten, Ryan Shumaker, and Roger Shumaker, who bring a wealth of knowledge and expertise to the table. Their commitment to client satisfaction and long-term financial success sets Next Generation Investing, LLC apart as a leader in the investment advisory field.