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Find The Best Financial Advisors in Overland Park, Kansas
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Overland Park, Kansas
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Overland Park, Kansas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 65 non-vetted financial advisors in Overland Park, Kansas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Overland Park, Kansas have an average of 24 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Overland Park, Kansas
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Top Financial Advisor Firms in Overland Park, Kansas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CREATIVE PLANNING 5454 W. 110th Street, Overland Park, KS, 66211 | 105348 | $217,399,324,981 | 269686 | A percentage of AUM, Hourly charges, Fixed fees |
| ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | 106766 | $107,102,338,153 | 57121 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | 140195 | $81,106,925,484 | 132567 | A percentage of AUM, Hourly charges, Fixed fees |
| PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211 | 288712 | $24,362,866,552 | 30635 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS) |
| FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | 106398 | $15,083,813,669 | 14421 | A percentage of AUM, Subscription fees, Fixed fees |
| MARINER INDEPENDENT 5700 W 112th Street, Suite 500 Overland Park, KS, 66211 | 283824 | $8,146,610,014 | 27977 | A percentage of AUM, Hourly charges, Fixed fees |
| TORTOISE CAPITAL ADVISORS, L.L.C. 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861 | 123711 | $6,906,161,911 | 359 | A percentage of AUM, Performance Based |
| MARINER INDEPENDENT 5700 West 112th Street, Suite 500 Overland Park, KS, 66211 | 305418 | $4,345,628,317 | 8802 | A percentage of AUM, Hourly charges, Fixed fees |
| CREATIVEONE WEALTH, LLC 6330 Sprint Pkwy, Suite 400 Overland Park, KS, 66211 | 281213 | $3,430,274,685 | 21910 | A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER FEES/SOLICITOR FEES) |
| TWO WEST CAPITAL ADVISORS LLC 10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560 Overland Park, KS, 66210 | 154543 | $2,760,229,371 | 1035 | A percentage of AUM, Fixed fees |
| MERITAGE PORTFOLIO MANAGEMENT, INC. 7500 College Blvd, Suite 1212 Overland Park, KS, 66210 | 107177 | $2,369,159,436 | 1493 | A percentage of AUM |
| CREATIVEONE SECURITIES, LLC 6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211 | 152974 | $1,718,842,253 | 22082 | A percentage of AUM, Hourly charges |
| PRISM FINANCIAL GROUP, L.L.C. 7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984 | 112315 | $1,698,069,943 | 2474 | A percentage of AUM, Hourly charges, Fixed fees |
| SUNESIS ADVISORS, LLC 6750 W 93rd Street, Suite 250 Overland Park, KS, 66212 | 159114 | $1,211,340,126 | 475 | A percentage of AUM, Fixed fees |
| CALIBER WEALTH MANAGEMENT, LLC 6201 College Blvd, Suite 650 Overland Park, KS, 66211 | 331165 | $1,140,000,000 | 5512 | A percentage of AUM, Fixed fees |
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