Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
440 Investment Group, LLC Overland Park KS US 156.6 
6 Meridian LLC Wichita KS US 1894.9 
Ae Wealth Management, LLC Topeka KS US 683.5 
Ae Wealth Management, LLC Topeka KS US 683.5 
AG Capital Management, LLC Leawood KS US 0.0 
Agh Wealth Advisors, LLC Wichita KS US 172.2 
Agh Wealth Advisors, LLC Wichita KS US 172.2 
Alegria Energy, LLC Overland Park KS US 73.5 
Alliance Affiliated Equities Corporation Overland Park KS US 0.0 
Allos Investment Advisors, LLC Overland Park KS US 13.1 
Americasretirementplan.com Overland Park KS US 0.0 
Ameritime, LLC Olathe KS US 0.0 
Arise Wealth Management, LLC Overland Park KS US 4.7 
Ascent Investment Partners, LLC Overland Park KS US 1085.4 
Aspen Wealth Management, Inc. Overland Park KS US 67.7 
Balanced Financial Planning, Inc. Overland Park KS US 63.3 
Barber Financial Group Lenexa KS US 811.8 
Berkeley Capital Management, LLC Ellsworth KS US 10.6 
Blackthorn Investment Group, LLC Overland Park KS US 0.0 
Blooom, Inc. Leawood KS US 756.7 
Blooom, Inc. Leawood KS US 955.6 
Blue River Capital LLC Overland Park KS US 3.5 
Boulder Investment Group Overland Park KS US 130.2 
Bowood Capital Advisors, LLC Shawnee Mission KS US 95.0 
Boyer & Corporon Wealth Management, LLC Overland Park KS US 423.1 
Buellesfeld Financial Service, Inc. Wellington KS US 11.4 
Butler, Lanz & Wagler, L.c. Overland Park KS US 30.6 
Capital Portfolio Management LLC. Topeka KS US 58.2 
Capital Wealthcare Advisors, L.c. Wichita KS US 36.7 
Castlebar Asset Management, LLC Leawood KS US 20.4 
Central States Capital Markets, LLC Prairie Village KS US 19.8 
Central States Capital Markets, LLC Prairie Village KS US 20.8 
Cgn Advisors, LLC Manhattan KS US 27.9 
Change Path LLC Leawood KS US 80.0 
Chief Advisors Corporation Salina KS US 62.5 
Chladek Wealth Management, LLC Overland Park KS US 8.4 
Clarity Retirement Advisers, LLC Overland Park KS US 0.0 
Clayton Financial Service Inc Topeka KS US 405.3 
Client One Securities LLC Leawood KS US 331.2 
Clover Asset Management, LLC Overland Park KS US 0.0 
Cobler Capital Management Silver Lake KS US 28.4 
Coe Financial Service, Inc. Wichita KS US 89.5 
Cognios Capital, LLC Leawood KS US 551.4 
Columbia Capital Management, LLC Overland Park KS US 429.2 
Communityamerica Financial Solutions, LLC Lenexa KS US 120.3 
Communityamerica Financial Solutions, LLC Lenexa KS US 120.3 
Cooper Malone Mcclain, Inc. Wichita KS US 0.0 
Coordinated Financial Management Wichita KS US 2.9 
Cornerstone Advisors Topeka KS US 98.8 
Cornerstone Securities LLC Overland Park KS US 12.0 
Cornerstone Wealth Advisors, LLC Overland Park KS US 117.8 
Cottonwood Investment Group, LLC Shawnee Mission KS US 1.7 
Cottonwood Wealth Management, LLC Wichita KS US 0.6 
Creative Planning Leawood KS US 26390.9 
Creative Planning Leawood KS US 27080.1 
Credentia Group, LLC Leawood KS US 0.0 
Crossroads Financial Management Lenexa KS US 150.0 
Cu Investment Solutions LLC Overland Park KS US 0.0 
Danda Trouve Investment Management, Inc. Prairie Village KS US 85.3 
David M. King And Associates, Limited. Lawrence KS US 0.0 
Davis Financial Management, Inc. Leawood KS US 36.5 
Dean Capital Management Overland Park KS US 859.0 
Demarche Associates Inc Merriam KS US 23049.0 
Design Asset Management, LLC Overland Park KS US 161.0 
Dightman Capital Group Overland Park KS US 19.1 
Discretionary Management Service, LLC Merriam KS US 285.4 
Eckman Wealth Management, LLC Westwood KS US 27.1 
Edmonds Duncan Registered Investment Advisors, LLC Lawrence KS US 227.3 
Endex Capital Managment LLC Merriam KS US 0.2 
Enenbach & Associates Overland Park KS US 0.0 
Etf Portfolio Partners, Inc. Leawood KS US 145.0 
Everest Wealth Management Leawood KS US 106.4 
Evp Capital Advisors, LLC Mission Woods KS US 40.0 
Financial Advisors, Inc. Wichita KS US 19.3 
Financial Advisory Service Inc Leawood KS US 1116.6 
Financial Benefits, Inc Wichita KS US 39.0 
Financial Management Consultants LLC Prairie Village KS US 0.0 
Financial Management Service, Inc Overland Park KS US 0.0 
Financial Planning Partners Leawood KS US 30.1 
Financial Security Advisors Prairie Village KS US 76.6 
First American Financial Advisors, Inc. Overland Park KS US 0.6 
Five Elms Capital Prairie Village KS US 0.0 
Flyover Capital Partners, LLC Overland Park KS US 0.0 
Fortune Financial Advisors, LLC Overland Park KS US 117.3 
Freestate Advisors LLC Leawood KS US 111.3 
Gary M. Martinez Mulvane KS US 11.7 
Gerard Wealth Management Olathe KS US 0.0 
Great Range Capital, LLC Mission Woods KS US 0.0 
Heartland Investment Advisors, LLC Overland Park KS US 156.9 
Heritage Financial Solutions, LLC Dodge City KS US 81.4 
Index Wealth Advisors, LLC Leawood KS US 13.7 
Inovest Wealth Management, LLC Prairie Village KS US 45.5 
Insight Financial Service Overland Park KS US 94.6 
Integrated Wealth Advisory Service, Inc. Overland Park KS US 239.7 
Integrated Wealth Advisory Service, Inc. Overland Park KS US 239.7 
Integrity Advisory Group, LLC Overland Park KS US 92.3 
Investors Advisory Service Inc Overland Park KS US 22.3 
Invisor Seneca KS US 7.3 
Ivy Investments Overland Park KS US 48649.2 
Kavar Capital Partners, LLC Leawood KS US 531.4 
Kc Investment Advisors, LLC Wichita KS US 200.0 
Kc Investment Advisors, LLC Wichita KS US 205.8 
Kdwallstreet Investment Advisors Topeka KS US 3.7 
Keating Financial Advisory Service, Inc Manhattan KS US 0.0 
Keen Wealth Advisors Overland Park KS US 257.3 
Khc Investments, LLC Overland Park KS US 5.3 
Khc Wealth Management Overland Park KS US 346.9 
Konza Capital Advisors Manhattan KS US 8.0 
Kornitzer Capital Management, Inc. Shawnee Mission KS US 7217.8 
Kornitzer Capital Management, Inc. Shawnee Mission KS US 6828.7 
Lawing Financial Inc Overland Park KS US 2957.7 
Legacy Advisory Group Overland Park KS US 103.0 
Legacy Advisory Group, LLC Overland Park KS US 101.0 
Legacy Financial Strategies, LLC Overland Park KS US 195.9 
Legacy Investment Partners, LLC Leawood KS US 94.7 
Legacy Investment Partners, LLC Leawood KS US 94.7 
Legacy Wealth Planning, LLC Overland Park KS US 8.2 
Levitt Betzelberger Weinrich, Inc. Overland Park KS US 25.2 
Lexaurum Advisors, LLC Overland Park KS US 169.8 
Lexaurum Advisors, LLC Overland Park KS US 169.8 
Logia Portfolio Management Leawood KS US 286.7 
Longview Advisors, LLC Newton KS US 0.0 
Main Street Advisors, LLC Hays KS US 52.3 
Mariner Institutional Consulting, LLC Overland Park KS US 0.0 
Mariner Real Estate Management, LLC Fairway KS US 813.0 
Mariner Retirement Advisors, LLC Overland Park KS US 1269.8 
Mariner Wealth Advisors Overland Park KS US 906.5 
Mariner Wealth Advisors Overland Park KS US 2846.8 
Mariner Wealth Advisors Overland Park KS US 2179.5 
Mariner Wealth Advisors Overland Park KS US 724.1 
Mariner Wealth Advisors Overland Park KS US 551.8 
Mariner Wealth Advisors Overland Park KS US 285.2 
Mariner Wealth Advisors Overland Park KS US 416.1 
Mariner Wealth Advisors Overland Park KS US 944.2 
Mariner Wealth Advisors Overland Park KS US 944.2 
Mariner Wealth Advisors, LLC Overland Park KS US 896.1 
Mcdaniel Knutson Financial Partners Lawrence KS US 217.9 
Meritage Portfolio Management, Inc. Overland Park KS US 1499.9 
Midwest Financial Group LLC Overland Park KS US 158.6 
Minnick Capital Management Topeka KS US 15.4 
Mission Financial Planning, Inc. Mission KS US 0.0 
Mitchell Capital Management Co Leawood KS US 566.9 
Monaco Wealth Management, LLC Leawood KS US 18.3 
Monarch Wealth Management, LLC Leawood KS US 27.6 
Mooberry Financial Management, LLC Lawrence KS US 0.0 
Mosby Lincoln Lc Wichita KS US 341.4 
Neosho Advisors LLC Prairie Village KS US 10.1 
Next Generation Investing, LLC Topeka KS US 25.0 
Nextedge, LLC Leawood KS US 0.0 
Nova R Wealth, Inc. Overland Park KS US 285.3 
Nvision Wealth Group, LLC Overland Park KS US 278.0 
Ofg Financial Service, Inc. Topeka KS US 2.9 
One Retirement, LLC Overland Park KS US 175.0 
Overland Park Wealth Management LLC Overland Park KS US 45.3 
Palmer Square Capital Management LLC Mission Woods KS US 4107.4 
Paragon Capital Management LLC Overland Park KS US 505.2 
Penn Wealth Management Overland Park KS US 10.0 
Personal Financial Group Overland Park KS US 348.4 
Petrovic Weaver Financial Service Prairie Village KS US 129.9 
Petrovic Weaver Financial Service Prairie Village KS US 129.9 
Pinnacle Wealth Management Overland Park KS US 9.2 
Pishny Financial Service, L.c. Garden City KS US 0.0 
Plains Asset Management, LLC Wichita KS US 2.9 
Plan Topeka KS US 54.7 
Planned Professional Advisory Wichita KS US 32.6 
Platform Investments, LLC Fairway KS US 468.5 
Plaza Belmont Management Group Shawnee Mission KS US 0.0 
Prism Financial Group, LLC Overland Park KS US 404.5 
Providence Financial Advisors, LLC Overland Park KS US 67.5 
Quantum Financial Partners LLC Overland Park KS US 25.0 
R L Capital, LLC Overland Park KS US 4.9 
Rademacher Financial, Inc. Lawrence KS US 86.6 
Realtyclub Investment Advisors LLC Fairway KS US 20.5 
Redstone Advisors Inc Wichita KS US 462.7 
Reed Financial Group, Inc. Overland Park KS US 23.3 
Reinhardt Financial Service Inc Lawrence KS US 244.3 
Resources Investment Advisors Overland Park KS US 5653.0 
Retirement Benchmark, LLC Overland Park KS US 9.6 
Retirement Resources Inc. Overland Park KS US 6.5 
Rosenberry & Associates, Inc. Wichita KS US 0.6 
S&a Financial Service, Inc. Overland Park KS US 173.8 
Safe Harbor Financial Planning Group, LLC Mission KS US 0.0 
Samson Capital Management, LLC Leawood KS US 118.3 
Sanders Booze Capital Advisors, LLC Overland Park KS US 0.0 
Sapphire Wealth Planning LLC Overland Park KS US 2.5 
Satya Investment Management, LLC Leawood KS US 12.2 
Searcy Financial Service, Inc. Overland Park KS US 212.7 
Silverwest Hotels LLC Fairway KS US 282.4 
Silverwest Hotels LLC Fairway KS US 282.4 
Smart Money Advisory Service, LLC Overland Park KS US 0.0 
Smart401k, LLC Overland Park KS US 38.9 
Sound Investments Inc. Overland Park KS US 12.0 
Sound Stewardship, LLC Overland Park KS US 87.5 
Spari, Inc. Manhattan KS US 0.0 
Steffes Financial, Limited Overland Park KS US 299.7 
Stepp & Rothwell Inc Overland Park KS US 575.0 
Stewardship Wealth Management Overland Park KS US 15.1 
Stewart Advisory Service, LLC Manhattan KS US 10.4 
Strategic Asset Management, LLC Belleville KS US 31.6 
Sunesis Advisors, LLC Overland Park KS US 754.3 
Sunrise Advisors Leawood KS US 509.6 
Swyden Asset Management, Inc. Overland Park KS US 32.3 
Tax Advantage Advisors, Inc. Overland Park KS US 14.6 
Tenzio Partners, LLC Wichita KS US 101.2 
The Etf Store, Inc. Overland Park KS US 91.7 
The Perspective Group Lawrence KS US 45.6 
The Retirement Planning Group, Inc. Overland Park KS US 618.7 
Tortoise Capital Advisors, LLC. Leawood KS US 16392.0 
Tortoise Clean Energy Partners, LLC Leawood KS US 0.0 
Tortoise Credit Strategies, LLC Leawood KS US 4135.3 
Tortoise Credit Strategies, LLC Leawood KS US 4135.3 
Tortoise Index Solutions, LLC Leawood KS US 71.4 
Tortoise Investments Partners, LLC Leawood KS US 0.0 
Trinity Capital Management, LLC Overland Park KS US 18.5 
Triune Financial Partners, LLC Overland Park KS US 457.9 
True Private Wealth Management Overland Park KS US 43.0 
Truenorth, Inc. Wichita KS US 427.1 
Two West Capital Advisors LLC Overland Park KS US 873.3 
Two West Capital Advisors LLC Overland Park KS US 873.3 
United Capital Management Of Kansas, Inc. Salina KS US 146.2 
V Wealth Advisors LLC Overland Park KS US 626.3 
Vantage Investment Advisors, LLC Leawood KS US 1183.2 
Variant, LLC Leawood KS US 0.0 
Vestech Securities, Inc. Wichita KS US 13.0 
Vip Advisors LLC Overland Park KS US 1.6 
Vista Wealth Management, Inc. Overland Park KS US 11.2 
Vitham Capital Partners LLC Topeka KS US 0.0 
Waddell & Reed Overland Park KS US 19056.9 
Waddell & Reed Overland Park KS US 19056.9 
Waddell & Reed Investments Overland Park KS US 31816.0 
Waterfront Wealth Inc. Overland Park KS US 102.0 
Wealth Management Advisors Inc Leawood KS US 458.5 
Wealth Management Advisors Inc Leawood KS US 458.5 
Wealth Management Consultants, LLC Leawood KS US 5.0 
Wealth Partners Corporation Overland Park KS US 5.7 
Wealth Renovators, LLC Overland Park KS US 10.0 
Westward Investment Advisory Prairie Village KS US 5.9 
Whetstone Capital Advisors Mission Woods KS US 208.7 
Wichita Wealth Management, LLC Wichita KS US 21.6 
Widener & Asher Asset Management LLC Ellinwood KS US 8.9 
Windward Private Wealth Management Inc. Overland Park KS US 157.5 
Wisdom Wealth Planning, LLC. Wichita KS US 23.5 
World Class Unlimited, Inc. Leawood KS US 58.2 
Yeisley Wealth Solutions, Inc. Wichita KS US 0.0 
Yukon Wealth Management, Inc. Overland Park KS US 167.5 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
DISCLAIMER
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.




Home | Download Data | Links | Contact Us

©2006- PEI Services Ltd. All Rights Reserved. Terms and Conditions