Find Top Financial Advisors Near Mcpherson, Kansas
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UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Salina, Kansas
United Capital Management Of Kansas, Inc. is a reputable local investment advisory firm headquartered in Salina, KS, with a strong presence across eight offices. With a total workforce of 30 dedicated professionals, 19 of whom specialize in investment advisory services, the firm demonstrates a deep commitment to delivering exceptional financial guidance to its clients. United Capital Management Of Kansas, Inc. boasts an impressive average of approximately $16,030,000 in assets under management per investment advisor, a testament to their expertise in managing and growing their clients' wealth. Their compensation structure is diverse, offering various options such as a percentage of assets under management. The firm's specialization in employer 401Ks and individual accounts sets them apart, as nearly half of their assets under management are sourced from these sectors. Their extensive experience in this space enables them to provide tailored investment strategies that align with the unique goals and requirements of each client. With a remarkable 100% of the assets they manage falling under discretionary management, United Capital Management Of Kansas, Inc. has earned a reputation for making well-informed investment decisions on behalf of their clients, while ensuring their best interests are always at the forefront. With a substantial client base of over 710 individuals, United Capital Management Of Kansas, Inc. successfully manages a staggering $304,638,000 in assets. The firm's long-standing success can be attributed to the expertise of their dedicated advisors, including Jared Schamberger, Chad Koehn, and Ryan Kolzow, who have built solid relationships with clients over the years, instilling trust and delivering exceptional results.
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ROCKY MOUNTAIN ADVISERS, LLC
ROCKY MOUNTAIN ADVISERS, LLC
Salina, Kansas
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.
SJHL FINANCIAL GROUP
SJHL FINANCIAL GROUP
Mcpherson, Kansas
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.