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NEXT GENERATION INVESTING, LLC
Topeka, Kansas
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
Topeka, Kansas
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.
RADEMACHER FINANCIAL, INC.
Lawrence, Kansas
Rademacher Financial, Inc. is a reputable investment advisory firm located in Lawrence, KS. With two well-established offices, the company is dedicated to providing expert financial advice and investment management services to a diverse clientele. Their team consists of seven highly skilled professionals, with five of them specializing in investment advisory services. Each investment advisor manages an average of approximately $23,820,000 in assets, showcasing their competence in handling substantial portfolios.
Rademacher Financial, Inc. adopts a flexible compensation structure that offers various options, including a percentage of assets under management, hourly charges, and fixed fees. Their extensive experience in managing employer 401Ks and individual investments has earned them a strong reputation in the industry. Impressively, 95% of the assets they oversee are managed on a discretionary basis, reflecting the trust and confidence their clients place in their expertise.
The firm boasts an impressive client base, serving over 290 individual clients with a combined total of more than $119,119,000 in assets under management. The longevity and dedication of their advisors contribute significantly to the company's success. Among the firm's most experienced advisors are Roger Cox, Rachel Rademacher, and Phillip Rademacher, who have consistently provided outstanding guidance to clients.
Rademacher Financial, Inc. prides itself on its commitment to excellence and personalized service. They strive to help their clients achieve their financial goals by providing strategic investment advice tailored to each client's unique needs and circumstances. With their strong track record and client-focused approach, Rademacher Financial, Inc. continues to be a trusted partner for individuals and businesses seeking expert financial guidance.
CAPITAL PORTFOLIO MANAGEMENT L.L.C.
Topeka, Kansas
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.
CARLSON FINANCIAL
Topeka, Kansas
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.
MATTERN WEALTH MANAGEMENT LLC
Lawrence, Kansas
Mattern Wealth Management LLC, based out of Lawrence, KS, is a small investment advisory firm dedicated to providing comprehensive financial solutions to their clients. With a team of five highly skilled professionals, including three investment advisors, they offer personalized services tailored to the unique needs and goals of their clients.
Mattern Wealth Management's compensation structure encompasses various types, such as subscription fees and fixed fees, ensuring transparency and alignment with client interests. With over 440 individual clients and an impressive $420,436,000 in assets under management, they have established a strong presence in the wealth management industry.
The firm primarily focuses on managing assets for high-net-worth individuals, while also catering to 401K and individual accounts, which collectively constitute less than 30% of their total assets under management. Moreover, they possess the expertise to handle employer funds, further expanding their capabilities.
With 98% of the assets they manage being discretionary, Mattern Wealth Management empowers their clients by making informed investment decisions on their behalf. This level of trust and discretion showcases their commitment to delivering exceptional service and fostering long-term relationships.
Mattern Wealth Management LLC's success can be attributed to the expertise and dedication of their team, including Marcus Mattern, David Mattern, and Kyle Cross, who are among the firm's most tenured advisors. With a single office serving as their hub, they maintain a client-centric approach and strive to exceed expectations in the ever-changing financial landscape.
COPPER FINANCIAL
Lenexa, Kansas
Copper Financial, a regional investment advisory firm headquartered in Lenexa, KS, is a trusted partner for individuals and employers seeking comprehensive financial solutions. With a team of 50 dedicated professionals, including 38 experienced investment advisors, Copper Financial has established a reputation for excellence in the industry.
The firm manages a substantial amount of assets under management, averaging around $41,330,000 per investment advisor. Their compensation structure is flexible and tailored to meet the unique needs of their diverse clientele. This includes a percentage of assets under management, hourly charges, and fixed fees.
Copper Financial proudly serves over 1,910 individual clients, overseeing an impressive $275,773,000 in assets. Their expertise in managing employer 401(k) plans and individual investments has made them a top choice among businesses and individuals alike, with over 80% of their assets under management comprising of 401(k)s and individual accounts. Additionally, Copper Financial operates with full discretion, enabling them to make informed investment decisions on behalf of their clients.
Beyond investment advisory services, Copper Financial also provides insurance brokerage and agent services, offering comprehensive coverage to safeguard their clients' financial well-being.
With 29 offices spread across the region, Copper Financial ensures personalized attention and accessibility to their clients. The firm boasts a team of highly experienced advisors, including Scott Adams, Todd Salzman, and Heath Burch, who have been with the company for many years, demonstrating their commitment to building long-term client relationships.
Overall, Copper Financial combines extensive industry knowledge, personalized financial strategies, and a client-centric approach to empower individuals and employers in achieving their financial goals and securing their financial futures.
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COPPER FINANCIAL
Lenexa, Kansas
Copper Financial, a regional investment advisory firm headquartered in Lenexa, KS, is a trusted partner for individuals and employers seeking comprehensive financial solutions. With a team of 50 dedicated professionals, including 38 experienced investment advisors, Copper Financial has established a reputation for excellence in the industry.
The firm manages a substantial amount of assets under management, averaging around $41,330,000 per investment advisor. Their compensation structure is flexible and tailored to meet the unique needs of their diverse clientele. This includes a percentage of assets under management, hourly charges, and fixed fees.
Copper Financial proudly serves over 1,910 individual clients, overseeing an impressive $275,773,000 in assets. Their expertise in managing employer 401(k) plans and individual investments has made them a top choice among businesses and individuals alike, with over 80% of their assets under management comprising of 401(k)s and individual accounts. Additionally, Copper Financial operates with full discretion, enabling them to make informed investment decisions on behalf of their clients.
Beyond investment advisory services, Copper Financial also provides insurance brokerage and agent services, offering comprehensive coverage to safeguard their clients' financial well-being.
With 29 offices spread across the region, Copper Financial ensures personalized attention and accessibility to their clients. The firm boasts a team of highly experienced advisors, including Scott Adams, Todd Salzman, and Heath Burch, who have been with the company for many years, demonstrating their commitment to building long-term client relationships.
Overall, Copper Financial combines extensive industry knowledge, personalized financial strategies, and a client-centric approach to empower individuals and employers in achieving their financial goals and securing their financial futures.
CLAYTON WEALTH PARTNERS
Topeka, Kansas
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.
THE PERSPECTIVE GROUP
Lawrence, Kansas
The Perspective Group, based out of Lawrence, KS, is a distinguished investment advisory firm with a reputation for excellence in managing client assets. With over 210 individual clients and a remarkable $133,973,000 in assets under management, they have firmly established themselves as a trusted partner in the financial industry. Boasting a strong presence in the Lawrence area, The Perspective Group operates from a single office, serving both employer 401Ks and individuals alike.
Their deep expertise in managing discretionary assets is reflected in the fact that 91% of the assets they handle fall under this category. This specialization allows them to tailor investment strategies to meet each client's unique needs and financial goals. Offering a range of compensation structures, such as a percentage of assets under management, hourly charges, and fixed fees, The Perspective Group ensures transparency and flexibility in their services.
With a dedicated team of 5 employees, including 2 investment advisors, the firm maintains an impressive average of approximately $66,990,000 in assets under management per advisor. Notably, Stephen Lane and Eric Sullivan stand out as the longest-tenured registered advisors at The Perspective Group, contributing their extensive experience and expertise to the success of the firm.
As a leading investment advisory firm in Lawrence, The Perspective Group continues to deliver personalized financial solutions, driving the growth and prosperity of their clients. Their commitment to excellence, sound investment strategies, and experienced professionals make them a go-to choice for individuals and employers seeking exceptional wealth management services.