Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 5454 W. 110th Street, Overland Park, KS, 66211 | $217,399,324,981 | 269686 | 1428 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | $107,102,338,153 | 57121 | 550 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
3 | 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | $81,106,925,484 | 132567 | 1498 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614 | $27,082,623,332 | 277294 | 578 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 6201 College Blvd., Suite #150 Overland Park, KS, 66211 | $24,362,866,552 | 30635 | 353 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS) |
6 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 | A percentage of AUM, Performance Based |
7 | 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | $15,083,813,669 | 14421 | 68 | A percentage of AUM, Subscription fees, Fixed fees |
8 | 5700 W 112th Street, Suite 500 Overland Park, KS, 66211 | $8,146,610,014 | 27977 | 184 | A percentage of AUM, Hourly charges, Fixed fees |
9 | 5420 West 61st Place, Mission, KS, 66205-3084 | $7,212,926,049 | 5032 | 40 | A percentage of AUM, Fixed fees |
10 | 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861 | $6,906,161,911 | 359 | 54 | A percentage of AUM, Performance Based |
11 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $6,160,320,918 | 17 | 56 | A percentage of AUM, Performance Based |
12 | 5700 West 112th Street, Suite 500 Overland Park, KS, 66211 | $4,345,628,317 | 8802 | 102 | A percentage of AUM, Hourly charges, Fixed fees |
13 | 6330 Sprint Pkwy, Suite 400 Overland Park, KS, 66211 | $3,430,274,685 | 21910 | 201 | A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER FEES/SOLICITOR FEES) |
14 | 3705 Clinton Parkway, Suite 103b Lawrence, KS, 66047 | $3,149,823,730 | 6 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
15 | 4747 W 135 Street, Suite 100 Leawood, KS, 66224 | $3,085,389,748 | 5010 | 36 | A percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES) |
QualificationsFirm CRD# 105348
Assets Under Management $217,399,324,981
No. Of Clients269686
Clients Per Financial Advisor189
CREATIVE PLANNING is a financial advisory firm situated in Overland Park, Kansas. With a nearly $217B assets under management, the firm specializes in crafting personalized retirement planning solutions for 269686 clients. The team consists of 1428 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106766
Assets Under Management $107,102,338,153
No. Of Clients57121
Clients Per Financial Advisor104
ONEDIGITAL INVESTMENT ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $107B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57121 clients. The team consists of 550 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140195
Assets Under Management $81,106,925,484
No. Of Clients132567
Clients Per Financial Advisor88
MARINER WEALTH is a financial advisory firm situated in Overland Park, Kansas. With a nearly $81B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132567 clients. The team consists of 1498 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282580
Assets Under Management $27,082,623,332
No. Of Clients277294
Clients Per Financial Advisor480
AE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Topeka, Kansas. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 277294 clients. The team consists of 578 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288712
Assets Under Management $24,362,866,552
No. Of Clients30635
Clients Per Financial Advisor87
PRIME CAPITAL FINANCIAL is a financial advisory firm situated in Overland Park, Kansas. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30635 clients. The team consists of 353 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155697
Assets Under Management $22,544,205,893
No. Of Clients149
Clients Per Financial Advisor3
PALMER SQUARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106398
Assets Under Management $15,083,813,669
No. Of Clients14421
Clients Per Financial Advisor212
FCI ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14421 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283824
Assets Under Management $8,146,610,014
No. Of Clients27977
Clients Per Financial Advisor152
MARINER INDEPENDENT is a financial advisory firm situated in Overland Park, Kansas. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27977 clients. The team consists of 184 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111087
Assets Under Management $7,212,926,049
No. Of Clients5032
Clients Per Financial Advisor126
KORNITZER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Mission, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5032 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 123711
Assets Under Management $6,906,161,911
No. Of Clients359
Clients Per Financial Advisor7
TORTOISE CAPITAL ADVISORS, L.L.C. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310321
Assets Under Management $6,160,320,918
No. Of Clients17
Clients Per Financial Advisor0
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305418
Assets Under Management $4,345,628,317
No. Of Clients8802
Clients Per Financial Advisor86
MARINER INDEPENDENT is a financial advisory firm situated in Overland Park, Kansas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8802 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 281213
Assets Under Management $3,430,274,685
No. Of Clients21910
Clients Per Financial Advisor109
CREATIVEONE WEALTH, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21910 clients. The team consists of 201 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309023
Assets Under Management $3,149,823,730
No. Of Clients6
Clients Per Financial Advisor1
VETA INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109796
Assets Under Management $3,085,389,748
No. Of Clients5010
Clients Per Financial Advisor139
FAS WEALTH PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5010 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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