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.

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.

MN Wealth Advisors, LLC, a small investment advisory firm based out of Overland Park, KS, specializes in providing comprehensive financial planning and investment advisory services. With a team of five dedicated professionals, including three experienced investment advisors, they offer personalized solutions to their clients. MN Wealth Advisors, LLC caters to a diverse clientele, serving over 460 individual clients and managing a substantial $277,355,000 in assets. Their compensation structure is flexible and designed to align with their clients' needs. They offer various types of compensation, including fixed fees, ensuring transparency and a client-centric approach. A notable aspect of MN Wealth Advisors, LLC's expertise lies in managing employer 401Ks and individual accounts, which make up approximately half of their total assets under management. This valuable experience demonstrates their deep understanding of retirement planning and investment strategies in this particular area. MN Wealth Advisors, LLC prides itself on its discretionary asset management, with an impressive 92% of the assets they oversee being discretionary. This indicates that clients trust their expertise and rely on their judgment to make informed investment decisions. As a testament to their success, MN Wealth Advisors, LLC has built a solid reputation within the financial industry and among their clients. With one office in Overland Park, MN Wealth Advisors, LLC provides a local and accessible approach to financial planning and investment advisory services. Their team of experts is committed to helping individuals and families achieve their financial goals by offering personalized guidance and tailored strategies to navigate the complexities of the ever-changing financial landscape.

UMB Financial Services, Inc., headquartered in Kansas City, MO, is a reputable regional investment advisory firm with a solid track record. With over 10 individual clients, they oversee an impressive $1,398,000 in assets under management, predominantly comprising employer 401K plans and individual investments. This dynamic firm operates through their extensive network of 17 offices, catering to a diverse clientele. Specializing in registered municipal advisory services, UMB Financial Services, Inc. excels in assisting municipalities with their financial planning and investment strategies. They possess extensive expertise in managing 401K plans, making them an ideal choice for both employers and employees seeking reliable financial guidance. Their compensation structure is flexible, offering various options including a percentage of assets under management. With a total workforce of 62 dedicated employees, all of whom provide investment advisory services, UMB Financial Services, Inc. ensures personalized attention to their clients. On average, their investment advisors handle around $20,000 in assets under management, demonstrating their commitment to providing individualized and focused support. The firm takes pride in its team of seasoned professionals, including Angela Gates, Roderic Russell, and Janice Trimmell, who boast impressive tenures at UMB Financial Services, Inc. Their extensive experience and deep understanding of the financial landscape further enhance the firm's ability to deliver exceptional results. UMB Financial Services, Inc. stands out as a trusted partner for individuals and organizations seeking comprehensive investment advisory services. With their proven expertise, commitment to client success, and widespread presence in the region, they continue to be a leading force in the financial services industry.

Prevail Innovative Wealth Advisors, LLC is a prominent investment advisory firm based out of Leawood, Kansas. With a team of 26 highly skilled professionals, including seven dedicated to providing investment advisory services, they have established themselves as a trusted partner for individuals seeking comprehensive wealth management solutions. Setting them apart from their competitors, Prevail Innovative Wealth Advisors boasts an impressive average of approximately $244,950,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management and fixed fees, ensuring a flexible and tailored approach to meet their clients' needs. Catering primarily to high net worth individuals, Prevail Innovative Wealth Advisors manages a substantial portfolio of over $263,671,000 in assets for more than 300 individual clients. Notably, approximately half of their assets under management originate from employer 401(k) plans and individuals, showcasing their expertise in this particular area. A remarkable 98% of the assets they handle are discretionary, reflecting their clients' trust in their investment strategies. With four offices conveniently located throughout the region, Prevail Innovative Wealth Advisors has deep roots in the local community. The firm's reputation is further bolstered by their team of seasoned advisors, including Jered Hunt, Andrew Stafford, and Bradley Lawing, who bring extensive experience and a strong track record of success to their clients. Prevail Innovative Wealth Advisors, LLC stands as a beacon of excellence, providing comprehensive wealth management solutions tailored to the unique needs of their discerning clientele.

FCI Advisors, headquartered in Overland Park, KS, is a reputable regional investment advisory firm serving a diverse clientele. With over 3,420 individual clients, FCI Advisors manages an impressive $12,844,218,000 in assets under management. The firm boasts seven offices strategically located to provide comprehensive financial solutions to their clients. While 401K and individual accounts constitute less than 30% of their assets under management, FCI Advisors possesses the expertise and resources to effectively manage employer funds. Their robust compensation structure includes multiple options, such as a percentage of assets under management, subscription fees, and fixed fees, ensuring a flexible and tailored approach to meet clients' unique needs. With a dedicated team of 67 employees, 41 of whom are investment advisory professionals, FCI Advisors has built a solid foundation for success. Each investment advisor manages an impressive average of approximately $313,270,000 in assets, surpassing the industry average and reflecting their commitment to delivering exceptional service. Notably, FCI Advisors takes pride in the longevity and expertise of their team. Key figures such as Brian Perott, William Courtney, and Peter Greig have been with the firm for a significant duration, contributing valuable insights and a wealth of experience to the organization. As a regional investment advisory firm, FCI Advisors is renowned for their comprehensive financial solutions, exceptional client service, and impressive track record. With a strong presence and an unwavering commitment to their clients' financial success, FCI Advisors continues to be a trusted partner for individuals, employers, and organizations alike.

Equity Wealth Partners, LLC, a small investment advisory firm headquartered in Independence, MO, is dedicated to providing personalized financial guidance and investment strategies to their clients. With a team of six skilled professionals, including four investment advisors, they possess the expertise to navigate the ever-changing financial landscape. With an average of $63,550,000 in assets under management per investment advisor, Equity Wealth Partners is on par with the industry average, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' goals and interests. Equity Wealth Partners boasts an impressive client base, serving over 550 individuals with assets under management totaling more than $172,125,000. Their extensive experience in managing employer 401Ks and individual assets sets them apart, illustrating their expertise in this specialized field. Moreover, all the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. With a single office in Independence, MO, Equity Wealth Partners takes pride in providing localized and personalized services. The firm's success is in part due to the long-standing commitment and expertise of key advisors, including David Gilmore, Henry Whalen, and Eldon Anderson, who have played instrumental roles in its growth and reputation. Equity Wealth Partners, LLC stands as a trusted partner for individuals and organizations seeking comprehensive investment advisory services, offering tailored strategies and a commitment to delivering optimal financial outcomes.

CreativeOne Wealth, LLC, based out of Overland Park, KS, is a prominent regional investment advisory firm specializing in providing comprehensive financial solutions to a diverse clientele. With a team of 169 dedicated professionals, nearly all of whom are investment advisors, they possess a wealth of expertise in managing and growing client assets. Impressively, CreativeOne Wealth, LLC manages an average of $113,420,000 in assets under management per investment advisor, showcasing their ability to handle substantial portfolios effectively. Their compensation structure is designed to align their interests with their clients' success, incorporating various methods such as a percentage of assets under management and performance-based fees. Serving a vast client base, CreativeOne Wealth, LLC proudly boasts over 12,630 individual clients, entrusting them with a staggering $2,879,545,000 in assets under management. Notably, their extensive experience in managing employer 401Ks and individual assets positions them as a trusted partner in this realm. With an unwavering commitment to their clients' financial well-being, CreativeOne Wealth, LLC ensures that all the assets they manage are discretionary, allowing them to make informed decisions in alignment with their clients' goals. Operating from 109 offices, they provide personalized services and build lasting relationships with individuals and businesses alike. At CreativeOne Wealth, LLC, clients benefit from the expertise of seasoned advisors who have established themselves as pillars of the firm. Among them are Allen Trimble, Joseph Demeo, and Kelly Carter, whose extensive tenures reflect their commitment to delivering exceptional financial guidance. With their comprehensive approach, extensive experience, and dedicated team, CreativeOne Wealth, LLC continues to be a trusted partner in helping individuals and organizations achieve their financial aspirations.

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.

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.

Heritage Asset Management, LLC, headquartered in Belton, MO, is a reputable investment advisory firm catering to a diverse clientele. With a solid track record and a commitment to excellence, Heritage Asset Management, LLC boasts over 470 individual clients, entrusting them with an impressive $75,400,000 in assets under management. As a small yet influential firm, Heritage Asset Management, LLC operates out of a single office, strategically positioned to serve their valued clients effectively. Their expertise lies in managing employer 401Ks and individual investments, making them a trusted partner in the financial growth of their clients. The firm takes pride in exclusively handling discretionary assets, ensuring maximum flexibility and control over investment decisions. Heritage Asset Management, LLC adopts a comprehensive compensation structure, which includes a percentage of assets under management. This approach aligns their success with that of their clients, fostering a mutually beneficial relationship. The firm boasts a talented team of two dedicated investment advisors, who collectively manage an average of $37,700,000 in assets. David Thompson and Dustin Johnson, both highly experienced and registered advisors, have been integral members of Heritage Asset Management, LLC for a considerable period, consistently delivering exceptional service to their clientele. Heritage Asset Management, LLC's continued success is a testament to their unwavering commitment to client satisfaction and their ability to navigate the complexities of the financial landscape. With a client-centric approach and a deep understanding of investment strategies, they strive to empower their clients to achieve their financial goals and secure a prosperous future.