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 you 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 registrations check. 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 | CREATIVE PLANNING 5454 W. 110th Street, Overland Park, KS, 66211 | $155,328,127,625 | 222474 | 1165 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | $89,148,595,824 | 25199 | 550 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
3 | MARINER WEALTH ADVISORS 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | $65,874,566,238 | 112465 | 1465 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614 | $21,800,698,476 | 177044 | 571 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 | A Percentage of AUM, Performance Based |
6 | PRIME CAPITAL INVESTMENT ADVISORS, LLC 6201 College Blvd., Suite #150 Overland Park, KS, 66211 | $16,687,174,483 | 21894 | 329 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS) |
7 | FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | $12,844,217,759 | 13818 | 67 | A Percentage of AUM, Subscription Fees, Fixed Fees |
8 | TORTOISE CAPITAL ADVISORS, L.L.C. 6363 College Boulevard, Suite 100a Overland Park, KS, 66211-1938 | $7,253,089,278 | 384 | 71 | A Percentage of AUM, Performance Based |
9 | KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place, Shawnee Mission, KS, 66205-3084 | $6,371,648,556 | 4954 | 40 | A Percentage of AUM, Fixed Fees |
10 | MARINER INDEPENDENT ADVISOR NETWORK, LLC 5700 W 112th Street, Suite 500 Overland Park, KS, 66211 | $6,257,201,836 | 24608 | 237 | A Percentage of AUM, Hourly charges, Fixed Fees |
11 | PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $5,328,142,826 | 12 | 48 | A Percentage of AUM, Performance Based |
12 | MARINER PLATFORM SOLUTIONS 5700 West 112th Street, Suite 500 Overland Park, KS, 66211 | $3,057,968,593 | 6916 | 75 | A Percentage of AUM, Hourly charges, Fixed Fees |
13 | CREATIVEONE WEALTH, LLC 6330 Sprint Pkwy, Suite 400 Overland Park, KS, 66211 | $2,879,545,390 | 19806 | 169 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SUB-ADVISER FEES/SOLICITOR FEES) |
14 | FAS WEALTH PARTNERS, INC. 4747 W 135 Street, Suite 100 Leawood, KS, 66224 | $2,353,156,283 | 4951 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PLANNING FEES) |
15 | ROCKY MOUNTAIN ADVISERS, LLC 2121 E. Crawford Place, Salina, KS, 67401 | $2,185,314,070 | 373 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 105348
Assets Under Management $155,328,127,625
No. Of Clients222474
Clients Per Financial Advisor191
CREATIVE PLANNING is a financial advisory firm situated in Overland Park, Kansas. With a nearly $155B assets under management, the firm specializes in crafting personalized retirement planning solutions for 222474 clients. The team consists of 1165 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106766
Assets Under Management $89,148,595,824
No. Of Clients25199
Clients Per Financial Advisor46
ONEDIGITAL INVESTMENT ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $89B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25199 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 $65,874,566,238
No. Of Clients112465
Clients Per Financial Advisor77
MARINER WEALTH ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112465 clients. The team consists of 1465 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282580
Assets Under Management $21,800,698,476
No. Of Clients177044
Clients Per Financial Advisor310
AE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Topeka, Kansas. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 177044 clients. The team consists of 571 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155697
Assets Under Management $20,767,599,397
No. Of Clients148
Clients Per Financial Advisor3
PALMER SQUARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 148 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288712
Assets Under Management $16,687,174,483
No. Of Clients21894
Clients Per Financial Advisor67
PRIME CAPITAL INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21894 clients. The team consists of 329 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106398
Assets Under Management $12,844,217,759
No. Of Clients13818
Clients Per Financial Advisor206
FCI ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13818 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 123711
Assets Under Management $7,253,089,278
No. Of Clients384
Clients Per Financial Advisor5
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 384 clients. The team consists of 71 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111087
Assets Under Management $6,371,648,556
No. Of Clients4954
Clients Per Financial Advisor124
KORNITZER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Shawnee Mission, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4954 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283824
Assets Under Management $6,257,201,836
No. Of Clients24608
Clients Per Financial Advisor104
MARINER INDEPENDENT ADVISOR NETWORK, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24608 clients. The team consists of 237 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310321
Assets Under Management $5,328,142,826
No. Of Clients12
Clients Per Financial Advisor0
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305418
Assets Under Management $3,057,968,593
No. Of Clients6916
Clients Per Financial Advisor92
MARINER PLATFORM SOLUTIONS 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 6916 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 281213
Assets Under Management $2,879,545,390
No. Of Clients19806
Clients Per Financial Advisor117
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 19806 clients. The team consists of 169 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109796
Assets Under Management $2,353,156,283
No. Of Clients4951
Clients Per Financial Advisor190
FAS WEALTH PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4951 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148479
Assets Under Management $2,185,314,070
No. Of Clients373
Clients Per Financial Advisor41
ROCKY MOUNTAIN ADVISERS, LLC is a financial advisory firm situated in Salina, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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