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Capital Portfolio Management L.L.C.
Kansas, Topeka
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.
Next Generation Investing, Llc
Kansas, Topeka
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.
Cornerstone Advisors
Kansas, Topeka
Cornerstone Advisors, based out of Topeka, KS, is a small investment advisory firm that specializes in providing comprehensive financial guidance. With a single office, they have established themselves as a trusted partner for individuals and employer 401K plans alike. With a team of four dedicated professionals, three of whom are seasoned investment advisors, Cornerstone Advisors brings a wealth of expertise to their clients.
On average, each investment advisor manages approximately $64,750,000 in assets under management, which aligns with industry standards. Their compensation structure is flexible, offering options such as a percentage of assets under management and hourly charges, ensuring fair and transparent services.
Cornerstone Advisors has cultivated extensive experience in managing employer 401Ks and individual portfolios, which account for roughly half of their assets under management. Impressively, 84% of the assets they oversee are handled with discretionary authority, indicating a high level of trust bestowed upon the firm by their clients.
With over 370 individual clients and a total of $194,245,000 in assets under management, Cornerstone Advisors has successfully built lasting relationships based on their commitment to client satisfaction and financial success. The firm takes pride in its experienced team, including longstanding advisors such as Donald Schwart, M. Ford, and Jeffrey Sorensen, who provide valuable insights and guidance to their clients.
Cornerstone Advisors continues to be a reliable and respected presence in the investment advisory industry, offering personalized solutions tailored to meet their clients' unique financial goals and aspirations.
Cgn Advisors, Llc
Kansas, Manhattan
CGN Advisors, LLC, headquartered in Manhattan, KS, is a prominent regional investment advisory firm with a rich history of providing comprehensive financial services. With 46 offices and a team of highly experienced professionals, CGN Advisors is dedicated to helping clients achieve their financial goals.
The firm takes pride in its 46 total employees, all of whom specialize in delivering exceptional investment advisory services. Each investment advisor at CGN Advisors manages an average of approximately $30,610,000 in assets under management, ensuring personalized attention and strategic guidance for their clients.
CGN Advisors' compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, tailored to meet individual client needs. With over 580 individual clients entrusting them with their financial affairs, CGN Advisors oversees a substantial $724,466,000 in assets under management.
While 401K and individual accounts constitute less than 30% of their assets under management, CGN Advisors possesses the expertise and capability to effectively manage employer funds. Impressively, 98% of the assets they manage are discretionary, demonstrating their clients' confidence in their investment strategies.
A key aspect of CGN Advisors' success lies in their team of seasoned professionals. Some of the longest tenured advisors at the firm include Brent Lince, Sheila Stowers, and Justin Nichols, who bring a wealth of experience and knowledge to the table.
CGN Advisors, LLC stands as a trusted partner for individuals and organizations seeking expert investment guidance and personalized financial solutions. With their comprehensive services and unwavering commitment to client success, CGN Advisors continues to thrive in the competitive financial industry.
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Cgn Advisors, Llc
Kansas, Manhattan
CGN Advisors, LLC, headquartered in Manhattan, KS, is a prominent regional investment advisory firm with a rich history of providing comprehensive financial services. With 46 offices and a team of highly experienced professionals, CGN Advisors is dedicated to helping clients achieve their financial goals.
The firm takes pride in its 46 total employees, all of whom specialize in delivering exceptional investment advisory services. Each investment advisor at CGN Advisors manages an average of approximately $30,610,000 in assets under management, ensuring personalized attention and strategic guidance for their clients.
CGN Advisors' compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, tailored to meet individual client needs. With over 580 individual clients entrusting them with their financial affairs, CGN Advisors oversees a substantial $724,466,000 in assets under management.
While 401K and individual accounts constitute less than 30% of their assets under management, CGN Advisors possesses the expertise and capability to effectively manage employer funds. Impressively, 98% of the assets they manage are discretionary, demonstrating their clients' confidence in their investment strategies.
A key aspect of CGN Advisors' success lies in their team of seasoned professionals. Some of the longest tenured advisors at the firm include Brent Lince, Sheila Stowers, and Justin Nichols, who bring a wealth of experience and knowledge to the table.
CGN Advisors, LLC stands as a trusted partner for individuals and organizations seeking expert investment guidance and personalized financial solutions. With their comprehensive services and unwavering commitment to client success, CGN Advisors continues to thrive in the competitive financial industry.
Carlson Financial
Kansas, Topeka
Carlson Financial, a prominent investment advisory firm based in Topeka, KS, stands as a trusted partner for over 990 individual clients. With a remarkable $342,404,000 in assets under management, the firm has established itself as a leading player in the financial industry. Boasting six offices throughout the region, Carlson Financial is deeply committed to providing exceptional services to its diverse clientele.
Specializing in investment advisory and insurance brokerage, Carlson Financial offers comprehensive solutions tailored to meet the unique financial needs of their clients. Their expertise in managing employer 401K plans and individual portfolios is evidenced by over 80% of their assets under management stemming from these sources. Notably, all assets under their care are managed with discretion, ensuring optimal financial outcomes for their clients.
The firm's compensation structure encompasses various models, including a percentage of assets under management. With a team of 27 dedicated professionals, including 15 investment advisors, Carlson Financial maintains an impressive average of approximately $22,830,000 in assets under management per advisor. Noteworthy among their experienced advisors are Anna Carlson, Marissa Waldron, and Jacob Williams, who have contributed significantly to the firm's success over the years.
By combining their deep industry knowledge, personalized approach, and commitment to client satisfaction, Carlson Financial continues to be a go-to destination for individuals and employers seeking expert financial guidance. With their extensive track record and dedication to excellence, Carlson Financial remains poised to deliver exceptional results and help clients achieve their financial goals.
Clayton Wealth Partners
Kansas, Topeka
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.