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.

Prosperity Planning is a local investment advisory firm based out of Riverside, MO. With one office, they have established themselves as a trusted financial partner in the community. The firm boasts a team of 11 highly skilled professionals, with 8 of them specializing in providing top-notch investment advisory services. With an impressive track record, Prosperity Planning manages an average of $42,760,000 in assets under management per investment advisor. Their compensation structure is diverse and caters to the unique needs of their clients, including a percentage of assets under management and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, Prosperity Planning has the expertise and capability to handle employer funds. Notably, an overwhelming 98% of the assets they manage are discretionary, highlighting their commitment to ensuring the best outcomes for their clients. Catering primarily to high net worth individuals, Prosperity Planning has amassed a loyal client base, serving over 210 individuals. The firm is entrusted with managing an impressive $342,073,000 in assets, reflecting their expertise in wealth management. Prosperity Planning takes pride in its team of experienced advisors, with some of the longest tenured professionals including Ryan Noble, Kenneth Borum, and Daniel Reiter. Their deep knowledge and commitment to client success have contributed significantly to the firm's reputation and growth. Prosperity Planning remains dedicated to providing personalized, comprehensive financial solutions to help clients achieve their financial goals and secure their long-term prosperity.

Mid-American Wealth Advisory Group, a small investment advisory firm based in Kansas City, MO, boasts a solid reputation in the financial services industry. With two offices, the firm is home to a team of 10 talented professionals, three of whom specialize in investment advisory services. Their commitment to excellence is evident as they manage an impressive average of $79,240,000 in assets per investment advisor, aligning closely with the industry average. Mid-American Wealth Advisory Group's compensation structure offers various options, including a percentage of assets under management, ensuring a vested interest in their clients' financial success. Notably, nearly half of their assets under management originate from employer 401Ks and individual investors, highlighting their expertise in this specialized area. An impressive 69% of the assets they manage are discretionary, indicating the trust placed in their knowledgeable hands. In addition to their investment advisory services, Mid-American Wealth Advisory Group extends their expertise as an insurance broker or agent. With a diverse portfolio of over 870 individual clients, the firm oversees more than $237,711,000 in assets under management, illustrating their ability to navigate complex financial landscapes. The firm takes pride in its experienced team, with seasoned advisors such as Mark Falter, Joshua Falter, and Richard Falter among its longest-tenured professionals. Their collective knowledge, combined with Mid-American Wealth Advisory Group's commitment to delivering personalized financial solutions, positions the firm as a trusted partner for individuals and employers seeking comprehensive wealth management services in the Kansas City area and beyond.

Buttonwood Financial Group, LLC, based out of Kansas City, MO, is a reputable local investment advisory firm. With one office in the area, they have established themselves as a trusted resource for individuals and businesses seeking professional financial guidance. The firm boasts a team of 11 dedicated employees, of which 7 are highly experienced investment advisors who specialize in providing tailored advisory services. With an average of approximately $76,050,000 in assets under management per investment advisor, Buttonwood Financial Group, LLC demonstrates competence and efficiency in managing their clients' financial portfolios. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with clients' needs. Buttonwood Financial Group, LLC has solid expertise in managing both employer 401K plans and individual investments, as evidenced by over 80% of their assets under management being comprised of employer 401Ks or individual accounts. Impressively, 74% of the assets they manage are discretionary, reflecting their ability to make informed decisions on behalf of their clients. In addition to investment advisory services, Buttonwood Financial Group, LLC also provides insurance brokerage services, further diversifying their offerings to meet the comprehensive financial needs of their clients. With a client base exceeding 150 individuals and a remarkable $532,353,000 in assets under management, Buttonwood Financial Group, LLC has cultivated enduring relationships with their clientele. The firm prides itself on its seasoned advisors, including Francis Drinkwine, Vincent Pastorino, and Jon McGraw, who have demonstrated long-standing dedication to serving their clients' financial interests. Overall, Buttonwood Financial Group, LLC exemplifies professionalism, experience, and a commitment to delivering top-notch financial advisory and insurance brokerage services to clients in the Kansas City area and beyond.