Top Financial Advisors in Overland Park, Kansas
Finding the right financial advisor in Overland Park is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Overland Park, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Overland Park, KS.
Find the Best Financial Advisor Firms in Overland Park:
CREATIVE PLANNING
CRD#: 105348
Address: 5454 W. 110th Street, Overland Park, KS 66211
Clients: 47,540
Average Clients per Advisor: 30
AUM: $ 295.6B
ONEDIGITAL
CRD#: 106766
Address: 11101 Switzer Road Suite 200, Overland Park, KS 66210
Clients: 9,087
Average Clients per Advisor: 24
AUM: $ 155.4B
MARINER
CRD#: 140195
Address: 5700 W. 112th Street Suite 500, Overland Park, KS 66211
Clients: 32,261
Average Clients per Advisor: 34
AUM: $ 125.4B
PRIME CAPITAL FINANCIAL
CRD#: 288712
Address: 6201 College Blvd. Suite #150, Overland Park, KS 66211
Clients: 16,558
Average Clients per Advisor: 63
AUM: $ 39.1B
FCI ADVISORS
CRD#: 106398
Address: 5901 College Boulevard Suite 110, Overland Park, KS 66211
Clients: 3,489
Average Clients per Advisor: 85
AUM: $ 17.0B
MARINER ADVISOR NETWORK
CRD#: 283824
Address: 5700 W 112th Street Suite 500, Overland Park, KS 66211
Clients: 13,898
Average Clients per Advisor: 92
AUM: $ 9.6B
How We Chose the Top Financial Advisors in Overland Park, Kansas
To create this list of top financial advisor firms in Overland Park, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Overland Park has to offer.
Search Financial Advisors in Overland Park, Kansas
Robert Lee Meyer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Arthur Lloyd Perry
Registered Affiliation(s):MORGAN STANLEY
Vestana Von Achen Ahlen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Griffith Wheeler
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jeffrey Alan Nelson
Registered Affiliation(s):OSAIC FA, INC.
Forrest Wayne Cook
Registered Affiliation(s):CREATIVEONE SECURITIES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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