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.

Windward Private Wealth Management Inc., based out of Overland Park, KS, is a local investment advisory firm with a strong track record in managing wealth for high net worth individuals. With over 150 individual clients, they currently oversee an impressive $250,601,000 in assets under management. The firm operates from two offices and employs a total of eight professionals, five of whom specialize in providing investment advisory services. Windward Private Wealth Management Inc. possesses the expertise to manage both 401K and individual accounts, although these represent less than 30% of their total assets under management. Additionally, they have the capacity to handle employer funds, offering a comprehensive range of investment solutions. Notably, the firm exercises full discretion over 100% of the assets they manage, ensuring flexibility and tailored strategies to meet their clients' specific financial goals. In terms of compensation, Windward Private Wealth Management Inc. employs various models, including a percentage of assets under management and fixed fees. Their diverse fee structure allows them to accommodate different client needs and preferences. On average, each investment advisor at the firm oversees approximately $50,120,000 in assets under management, aligning with the industry average. Windward Private Wealth Management Inc. takes pride in its team of seasoned professionals. Among the longest tenured advisors are Emily Petty, Andrew Osborne, and Darrell Tierney, who bring extensive experience and expertise to their respective roles. By leveraging their collective knowledge and a personalized approach to wealth management, Windward Private Wealth Management Inc. continues to provide top-tier financial services to its discerning clientele.

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.

Aspyre Wealth Partners, a local investment advisory firm based out of Overland Park, KS, is dedicated to providing comprehensive financial solutions to its clients. With a team of 14 experienced professionals, 11 of whom specialize in investment advisory services, Aspyre Wealth Partners offers personalized strategies tailored to meet each client's unique financial goals. With an average of approximately $40,770,000 in assets under management per investment advisor, Aspyre Wealth Partners demonstrates its commitment to managing and growing its clients' wealth effectively. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests. Catering predominantly to high net worth individuals, Aspyre Wealth Partners manages over $468,355,000 in assets for more than 140 individual clients. While the majority of the assets they oversee are for high net worth individuals, they also have the capability to manage employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Operating from two offices, Aspyre Wealth Partners has established itself as a trusted and reliable advisor in the region. The firm takes pride in its team of seasoned professionals, including Jessi Chadd, Matthew Starkey, and Stewart Koesten, who bring extensive industry knowledge and expertise to their clients. Aspyre Wealth Partners is committed to delivering personalized financial guidance, helping clients navigate the complexities of the ever-changing financial landscape and achieve their long-term financial aspirations.

Yukon Wealth Management, Inc., based out of Overland Park, KS, is a highly regarded investment advisory firm with over 30 individual clients and an impressive $262,988,000 in assets under management. Catering primarily to high net worth individuals, the company prides itself on its personalized approach to wealth management. With a single office location, Yukon Wealth Management, Inc. ensures that its clients receive focused attention and tailored investment strategies. The firm's expertise lies in discretionary asset management, as 99% of the assets they oversee are managed on behalf of their clients. Yukon Wealth Management, Inc. boasts a team of three dedicated professionals, with one advisor providing comprehensive investment advisory services. This ratio of assets under management per investment advisor, averaging approximately $262,990,000, far surpasses the industry average, indicating the firm's ability to handle substantial portfolios effectively. The compensation structure at Yukon Wealth Management, Inc. is designed to align the interests of the firm with those of its clients. The advisors are remunerated through a percentage of the assets under management, ensuring that their success is directly tied to the performance and growth of their clients' portfolios. Renowned for its experienced and knowledgeable staff, Yukon Wealth Management, Inc. takes pride in its longstanding advisors, John Hanahan and Catherine Hollingsworth. Their tenure and expertise contribute to the firm's stellar reputation and the exceptional service it provides to its discerning clientele.

Lexaurum Advisors, based out of Overland Park, KS, is a regional investment advisory firm with a solid reputation in the industry. With 42 employees, including 27 dedicated investment advisors, they provide comprehensive financial guidance to their clients. Their average assets under management per investment advisor amount to approximately $105,350,000, which falls within the industry average. Lexaurum Advisors follows a diverse compensation structure, offering different types of fees such as a percentage of assets under management and fixed fees. This allows them to cater to a wide range of client needs and preferences. The firm boasts an impressive client base, with over 1,240 individual clients and total assets under management surpassing $604,129,000. Notably, they have established themselves as experts in managing employer 401Ks and individual investments, with half of their assets under management originating from these sources. Moreover, a significant 85% of the assets they manage are under discretionary management, reflecting the trust clients place in their expertise. With 21 offices throughout the region, Lexaurum Advisors ensures convenient accessibility for their clients. The firm takes pride in its experienced team, with seasoned advisors like Peter Hughes, Virginia Shields, and Michael Carpenter, who have contributed to the firm's success over the years. Lexaurum Advisors aims to provide personalized financial strategies tailored to each client's unique goals and circumstances. With their comprehensive range of services and experienced team, they strive to help individuals and businesses navigate the complexities of investment management and achieve their financial aspirations.

Sound Stewardship, LLC, based out of Overland Park, KS, is a prominent local investment advisory firm with a strong track record of delivering sound financial solutions. With over 70 individual clients and an impressive $188,956,000 in assets under management, they have established themselves as a trusted partner for individuals seeking expert guidance in wealth management. While 401K and individual accounts account for less than 30% of their assets under management, Sound Stewardship, LLC possesses the expertise to effectively manage employer funds, catering to a diverse range of clients. A notable feature of their services is that 86% of the assets they manage are discretionary, showcasing their comprehensive understanding of market trends and the ability to make informed investment decisions. At Sound Stewardship, LLC, the primary focus lies in managing the assets of high net worth individuals. Their compensation structure is designed to align with client needs, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of eight dedicated professionals, each providing investment advisory services, the firm boasts an impressive average of approximately $23,620,000 in assets under management per investment advisor. Notably, Sound Stewardship, LLC takes pride in its experienced and committed advisors. Among them, Joel Reimer, Ambra Leibach, and Matthew Syverson stand as some of the firm's longest-tenured professionals, whose extensive knowledge and expertise contribute to the company's success. By combining personalized attention, in-depth market analysis, and a commitment to sound financial strategies, Sound Stewardship, LLC remains a trusted partner in helping clients achieve their financial goals.

The Retirement Planning Group, Inc. is a reputable investment advisory firm headquartered in Leawood, KS, with two strategically located offices. With a total of 24 dedicated employees, 17 of whom specialize in providing comprehensive investment advisory services, the firm has established itself as a trusted partner in financial planning. Demonstrating competence in their field, The Retirement Planning Group, Inc. boasts an average of approximately $77,330,000 in assets under management per investment advisor, aligning with industry standards. The firm's compensation structure is versatile, offering clients various options, including a percentage of assets under management and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, The Retirement Planning Group, Inc. possesses the expertise and capacity to effectively oversee employer funds. Notably, all assets under their management are handled with full discretion. The majority of the assets managed by The Retirement Planning Group, Inc. belong to high net worth individuals, attesting to their ability to cater to the unique needs and goals of affluent clients. In addition to their investment advisory services, the firm also offers the expertise of an in-house accountant or accounting firm, providing clients with a comprehensive financial solution. Impressively, The Retirement Planning Group, Inc. has cultivated a substantial client base of over 1,220 individuals, collectively entrusting the firm with assets exceeding $1,314,691,000. The company's success can be attributed, in part, to the contributions of experienced advisors such as Robert O'Blennis, Ryan Costello, and Kevin Conard, who have demonstrated unwavering dedication and longevity within the organization.

BCWM (Business Capital Wealth Management) is a local investment advisory firm headquartered in Overland Park, KS, specializing in managing high net worth individuals' assets. With over 170 individual clients and a staggering $553,787,000 in assets under management, BCWM has established itself as a trusted partner in wealth management. The firm operates from a single office, employing a total of 13 professionals, 8 of whom are dedicated to providing investment advisory services. BCWM's diverse client base comprises a wide range of investment vehicles, with 401K and individual accounts representing less than 30% of their total assets under management. However, the firm possesses the expertise and resources to effectively manage employer funds as well. Notably, all assets entrusted to BCWM are managed on a discretionary basis, ensuring clients' interests are consistently prioritized. BCWM's compensation structure includes various models, such as a percentage of assets under management and commissions, reflecting their commitment to delivering tailored and comprehensive financial solutions to their clientele. Each investment advisor at BCWM manages an average of approximately $69,220,000 in assets, aligning with the industry standard. The firm boasts a team of seasoned professionals, including some of the longest-tenured advisors in the industry, namely Laura Carley, Melinda Corporon, and Richard Boyer. Their extensive experience and expertise contribute to BCWM's success in delivering exceptional investment advisory services. Overall, BCWM's impressive track record, vast wealth management capabilities, and commitment to personalized client care make them a leading force in the financial advisory industry in Overland Park, KS, and beyond.

Midwest Financial Group LLC, based out of Overland Park, KS, is a prominent local investment advisory firm. With over 810 individual clients and an impressive $366,229,000 in assets under management, they have established themselves as a trusted partner for their clients' financial goals. The firm operates from two offices, providing convenient access and personalized service to their diverse clientele. Notably, Midwest Financial Group LLC has extensive experience in managing employer 401Ks and individual investments, accounting for nearly half of their assets under management. Their expertise in this space has earned them a solid reputation within the industry. An impressive 98% of the assets they manage are under discretionary management, highlighting their clients' confidence in their decision-making abilities. The firm's compensation structure offers flexibility and transparency. They employ several types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose a payment method that aligns with their preferences. With a dedicated team of ten employees, all of whom specialize in providing investment advisory services, Midwest Financial Group LLC is able to offer personalized attention to each client. Their investment advisors boast an average of approximately $36,620,000 in assets under management, reflecting their ability to handle substantial portfolios effectively. The firm takes pride in their experienced and tenured advisors, such as Heather Sullivan, Cole Reichle, and Leigha Shepard. Their commitment to building long-lasting client relationships has contributed to their success in the ever-changing financial landscape. Midwest Financial Group LLC continues to provide comprehensive financial guidance and outstanding service to individuals and employers alike.

Financial Partners Group, Inc. is a highly reputable investment advisory firm based out of Overland Park, Kansas. With a team of 9 dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. The firm boasts an impressive average of $189,590,000 in assets under management per investment advisor, significantly surpassing the industry average, a testament to their expertise and success in managing client portfolios. Financial Partners Group, Inc. utilizes a flexible compensation structure, offering various options including a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose a payment method that best suits their individual needs and preferences. The firm prides itself on its extensive client base, serving over 210 individual clients with a remarkable $681,974,000 in assets under management. Notably, approximately half of their assets under management come from employer 401Ks or individuals, highlighting their substantial experience in this particular area. Financial Partners Group, Inc. distinguishes itself by managing 99% of the assets entrusted to them on a discretionary basis. This approach allows the firm's skilled advisors to make informed investment decisions on behalf of their clients, implementing strategies tailored to their unique financial goals. With their headquarters in Overland Park, Financial Partners Group, Inc. operates out of a single office, conveniently serving the local community. The firm takes pride in the longevity of its advisors, with James Claiborne, Matthew Queen, and Mark Saper being among the most tenured professionals, demonstrating their commitment to building lasting relationships with their clients.