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.

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.

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.

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.

Keen Wealth Advisors is a reputable investment advisory firm headquartered in Overland Park, KS. With 1 office, the company is committed to providing top-notch investment advisory services to its clients. Boasting a team of 23 experienced professionals, Keen Wealth Advisors offers comprehensive financial guidance to help clients achieve their investment goals. With an impressive average of $32,310,000 in assets under management per investment advisor, Keen Wealth Advisors demonstrates its expertise in managing substantial portfolios. Their compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and flexibility for their clients. While employer funds management is within their purview, 401K and individual accounts account for less than 30% of the assets they handle. Notably, Keen Wealth Advisors exclusively manages discretionary assets, providing clients with a sense of trust and confidence in their investment decisions. Catering predominantly to high net worth individuals, Keen Wealth Advisors serves over 500 individual clients, overseeing an impressive $743,125,000 in assets under management. The firm takes pride in its seasoned advisors, including Rey Arellano, William Keen, and Matthew Wilson, who possess extensive industry knowledge and contribute significantly to the company's success. Keen Wealth Advisors stands as a trusted partner for clients seeking comprehensive and personalized investment strategies. Their dedication to excellence, combined with their commitment to delivering exceptional results, has solidified their position as a leading investment advisory firm in Overland Park and beyond.

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.

TFB Advisors, LLC is a trusted local investment advisory firm based out of Overland Park, KS. With 23 dedicated employees, their team provides exceptional investment advisory services to a diverse clientele. Each investment advisor at TFB Advisors manages an average of $31,740,000 in assets, ensuring personalized attention and expert guidance for their clients. TFB Advisors' compensation structure offers flexibility, including various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the most suitable payment arrangement based on their specific needs and preferences. With over 1,460 individual clients and an impressive $308,271,000 in assets under management, TFB Advisors has built a strong reputation in the industry. They specialize in managing employer 401Ks and individual investments, demonstrating their expertise in this crucial area. What sets TFB Advisors apart is their unwavering commitment to discretion. They manage 100% of their clients' assets on a discretionary basis, providing peace of mind and allowing clients to focus on their financial goals. TFB Advisors operates from six conveniently located offices, ensuring accessibility and convenience for their clients. Through their personalized approach and extensive industry knowledge, TFB Advisors, LLC is dedicated to helping individuals and businesses achieve financial success.

One Advisory Partners, LLC, a local investment advisory firm based in Overland Park, KS, specializes in providing expert investment advisory services. With six dedicated employees, the firm boasts a team of experienced professionals who offer personalized financial guidance to their esteemed clientele. Their exceptional performance is evidenced by their impressive average of approximately $142,940,000 in assets under management per investment advisor, a figure significantly higher than the industry average. At One Advisory Partners, LLC, their compensation structure reflects their commitment to delivering exceptional results. They employ various types of compensation, including a percentage of assets under management and performance-based fees, ensuring alignment with their clients' investment goals and interests. The firm takes pride in serving over 180 individual clients, managing a substantial portfolio totaling over $165,825,000 in assets. Their clientele primarily consists of high net worth individuals, with a significant focus on managing assets for this demographic. While 401(k) and individual accounts make up less than 30% of their assets under management, One Advisory Partners, LLC possesses the necessary expertise and capabilities to efficiently manage employer funds as well. With their dedication to providing comprehensive investment solutions, One Advisory Partners, LLC manages all client assets on a discretionary basis. They operate from their well-established office in Overland Park, KS, reflecting their commitment to local presence and personalized service. The firm takes pride in its highly tenured registered advisors, Daniel Miller and Michele Gawthrop, whose extensive experience contributes to the firm's reputation for excellence.

Normandy Investment Advisors, based out of Leawood, KS, is a reputable local investment advisory firm boasting a team of five dedicated professionals. With an average of $600,000 in assets under management per investment advisor, they provide comprehensive investment advisory services to a diverse range of clients. Normandy Investment Advisors manages over $104,208,000 in assets, serving more than 230 individual clients. A significant portion of their assets under management originates from employer 401Ks and individuals, demonstrating their expertise in this sector. Notably, all of the assets managed by Normandy Investment Advisors are under their discretion, allowing them to implement tailored investment strategies to maximize returns for their clients. Operating from five offices, Normandy Investment Advisors maintains a strong local presence. The firm takes pride in its experienced team, which includes esteemed advisors such as Jason Montgomery, Brent Caswell, and Jeffrey Tudas, who have been instrumental in the firm's success. Normandy Investment Advisors offers a compensation structure that includes various fee types, including fixed fees, ensuring transparency and aligning their interests with those of their clients. By combining their expertise, client-centric approach, and comprehensive range of services, Normandy Investment Advisors strives to build long-term relationships and deliver superior investment solutions to meet the unique financial goals of each client.

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.