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.

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.

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.

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.

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.

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.

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.

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.

Strongbox Wealth, LLC, based out of Lee's Summit, MO, is a highly regarded small investment advisory firm that caters to high net worth individuals. With over 220 individual clients and an impressive $333,864,000 in assets under management, they have established themselves as a trusted partner in wealth management. Despite 401K and individual accounts comprising less than 30% of their assets, Strongbox Wealth, LLC possesses the expertise to effectively manage employer funds. An impressive 95% of the assets they oversee are discretionary, demonstrating their clients' trust in their investment decisions. Strongbox Wealth, LLC boasts a diverse compensation structure, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose the payment method that best aligns with their needs and preferences. The firm consists of a dedicated team of five employees, three of whom provide specialized investment advisory services. Each investment advisor at Strongbox Wealth, LLC manages an average of approximately $111,290,000 in assets, which is on par with the industry average. The company takes pride in the long tenure of some of its advisors, such as Kathy Postoak, Jonathan Garlow, and Charles Cooper. Their extensive experience and deep understanding of the investment landscape contribute to the firm's reputation for delivering exceptional service and results. In conclusion, Strongbox Wealth, LLC combines their expertise, diverse compensation options, and a team of seasoned professionals to offer comprehensive wealth management solutions to their high net worth clientele.

Wise Wealth, LLC is a reputable local investment advisory firm with a strong presence in Lee's Summit, MO, operating from six office locations. With a team of 13 employees, including nine dedicated to investment advisory services, the firm offers comprehensive financial guidance to its clients. Benefiting from an average of approximately $19,710,000 in assets under management per investment advisor, Wise Wealth ensures personalized attention and tailored strategies for each client's unique needs. Their compensation structure encompasses various options, such as a percentage of assets under management and hourly charges, providing flexibility to accommodate diverse client preferences. Approximately half of their assets under management are derived from employer 401Ks and individuals, showcasing their expertise and experience in this particular area. Notably, 100% of the assets they manage are under discretionary management, highlighting their clients' confidence in their decision-making capabilities. Wise Wealth specializes in serving a diverse client base, boasting over 660 individual clients and effectively managing assets exceeding $177,369,000. The firm takes pride in its team of experienced advisors, including Samantha Compton, Paul Brock, and Stephen Stricklin, who have demonstrated a long-standing commitment to providing trusted financial guidance. Wise Wealth, LLC continues to deliver expert investment advisory services, leveraging their industry knowledge and client-centric approach to help clients achieve their financial goals. As a trusted partner in wealth management, the firm remains dedicated to delivering personalized strategies and exceptional service to ensure their clients' financial well-being.