IMA Wealth is a highly reputable local investment advisory firm based in Wichita, Kansas. With four offices strategically located, they are committed to providing top-notch financial services to clients. Boasting a dedicated team of 21 professionals, nearly all of them specialize in investment advisory services. Each investment advisor at IMA Wealth manages an impressive average of $36,060,000 in assets. The firm's compensation structure is flexible and offers various options to meet clients' needs. They charge a percentage of assets under management, employ hourly charges, and offer fixed fees. While 401(k) and individual accounts constitute less than 30% of their assets under management, IMA Wealth has the expertise to effectively manage employer funds. All assets managed by the firm are under discretionary management, ensuring clients' investments are handled with utmost care and expertise. In addition to investment advisory services, IMA Wealth also acts as an insurance broker or agent, further expanding their range of offerings. They have successfully built strong relationships with over 260 individual clients who entrust them with a substantial $721,278,000 in assets under management. The firm takes pride in its experienced team, with long-tenured advisors like Brian Heinke, Susan Pool, and Heather Haines, who bring a wealth of knowledge and expertise to the table. IMA Wealth's commitment to delivering personalized financial guidance, comprehensive investment strategies, and exceptional client service has positioned them as a trusted partner for individuals and businesses seeking to achieve their financial goals.

Gentry Private Wealth, a small investment advisory firm based out of Wichita, KS, is dedicated to providing comprehensive financial services to individuals and employer 401Ks. With over 200 individual clients and more than $166,865,000 in assets under management, Gentry Private Wealth boasts a strong track record in managing investments. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment of interests with their clients. Gentry Private Wealth prides itself on its team of seven dedicated professionals, three of whom specialize in investment advisory services. The firm's experienced advisors have extensive knowledge and expertise in managing employer 401Ks and individual assets, contributing to their solid reputation in this space. A remarkable 88% of the assets under their management are handled with discretion, reflecting their clients' trust and confidence in their abilities. Operating from their one office in Wichita, Gentry Private Wealth fosters long-lasting client relationships built on trust, personalized attention, and a deep understanding of their clients' financial goals. Among their most tenured advisors are Dustin Jackson, Maria Martin, and Jeffrey Wetta, who bring a wealth of experience and industry insight to the firm. With a commitment to providing exceptional service and sound financial advice, Gentry Private Wealth strives to help clients achieve their long-term financial objectives. By leveraging their expertise and tailored strategies, they empower individuals and employer 401Ks to navigate the complexities of the financial markets and build a secure financial future.

Wealth Alliance Advisory Group, LLC, headquartered in Wichita, KS, is a reputable investment advisory firm specializing in providing comprehensive financial services. With a team of seven highly skilled professionals, they deliver personalized investment strategies and guidance to a diverse client base. Each advisor at Wealth Alliance Advisory Group, LLC possesses extensive industry knowledge, allowing them to offer expert insights and tailored solutions to their clients. The firm manages an impressive average of $101,310,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure encompasses various models, such as a percentage of assets under management and performance-based fees, ensuring a transparent and client-focused approach. Catering primarily to high-net-worth individuals, Wealth Alliance Advisory Group, LLC oversees assets worth over $526,971,000 for more than 500 individual clients. While the majority of their managed assets are discretionary, the firm also possesses the expertise to manage employer funds, although 401(k) and individual accounts constitute less than 30% of their total assets. With a single office in Wichita, Wealth Alliance Advisory Group, LLC remains deeply rooted in the local community. The firm takes pride in its experienced team, featuring accomplished advisors like Bruce R. Van Bebber, Matthew Catlin, and Gary Decker, who have demonstrated their commitment to client success over the years. As a trusted partner for comprehensive financial solutions, Wealth Alliance Advisory Group, LLC continues to solidify its position in the investment advisory landscape, providing sound strategies and a personalized approach to wealth management.

Pinion Wealth Management, LLC is a small investment advisory firm based out of Wichita, KS. With a team of 5 dedicated professionals, they offer comprehensive wealth management solutions to their clients. Four of their employees specialize in providing investment advisory services, ensuring personalized attention and expertise. With an average of approximately $79,480,000 in assets under management per investment advisor, Pinion Wealth Management falls in line with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and performance-based fees, allowing them to cater to diverse client needs. Pinion Wealth Management proudly serves over 190 individual clients, skillfully managing assets worth over $262,580,000. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capabilities to effectively manage employer funds. Moreover, they exercise full discretion over 100% of the assets they manage, ensuring prudent decision-making. Operating from five offices, Pinion Wealth Management is deeply rooted in the local community. The firm boasts a team of experienced advisors, including Anthony Bell, Dari Basore, and Sheryl Meyer, who have demonstrated remarkable longevity and expertise in the industry. Their commitment to personalized service and sound investment strategies sets them apart in the competitive financial advisory landscape.