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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 6 vetted financial advisors and 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 22 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
913-385-5523
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 | $155,328,127,625 | 222474 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | 106766 | $89,148,595,824 | 25199 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| MARINER WEALTH ADVISORS 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | 140195 | $65,874,566,238 | 112465 | A Percentage of AUM, Hourly charges, Fixed Fees |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC 6201 College Blvd., Suite #150 Overland Park, KS, 66211 | 288712 | $16,687,174,483 | 21894 | 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 | $12,844,217,759 | 13818 | A Percentage of AUM, Subscription Fees, Fixed Fees |
| TORTOISE CAPITAL ADVISORS, L.L.C. 6363 College Boulevard, Suite 100a Overland Park, KS, 66211-1938 | 123711 | $7,253,089,278 | 384 | A Percentage of AUM, Performance Based |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 5700 W 112th Street, Suite 500 Overland Park, KS, 66211 | 283824 | $6,257,201,836 | 24608 | A Percentage of AUM, Hourly charges, Fixed Fees |
| MARINER PLATFORM SOLUTIONS 5700 West 112th Street, Suite 500 Overland Park, KS, 66211 | 305418 | $3,057,968,593 | 6916 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CREATIVEONE WEALTH, LLC 6330 Sprint Pkwy, Suite 400 Overland Park, KS, 66211 | 281213 | $2,879,545,390 | 19806 | 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 | $2,113,780,226 | 455 | A Percentage of AUM, Fixed Fees |
| MERITAGE PORTFOLIO MANAGEMENT, INC. 7500 College Blvd, Suite 1212 Overland Park, KS, 66210 | 107177 | $1,910,042,932 | 1415 | A Percentage of AUM |
| CREATIVEONE SECURITIES, LLC 6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211 | 152974 | $1,716,928,244 | 20986 | A Percentage of AUM, Hourly charges |
| V WEALTH ADVISORS LLC 6800 College Blvd., Suite 380 Overland Park, KS, 66211-1534 | 153278 | $1,518,196,247 | 4746 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Other (SELECTION OF OTHER ADVISOR FEES) |
| PRISM FINANCIAL GROUP, L.L.C. 7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984 | 112315 | $1,239,251,003 | 2134 | A Percentage of AUM, Hourly charges, Fixed Fees |
| SUNESIS ADVISORS, LLC 6750 W 93rd Street, Suite 100 Overland Park, KS, 66212 | 159114 | $1,096,555,847 | 497 | A Percentage of AUM, Fixed Fees |
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