City
Wealth management firms in Lawrence, Kansas
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Lawrence, Kansas reported $3.0 billion in regulatory assets under management; the largest by assets was Triad Wealth Partners, LLC, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $298.4 million
- SEC-registered, of those listed
- 5 of 10 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | SEC | $1.5 billion | 8,187 |
| 2 | Mattern Wealth Management LLC | SEC | $579.0 million | 1,412 |
| 3 | Retirement Portfolios, LLC | SEC | $290.0 million | 253 |
| 4 | Rademacher Financial, Inc. | SEC | $234.3 million | 1,184 |
| 5 | The Perspective Group | SEC | $225.1 million | 554 |
| 6 | Wealth Management Consultants, LLC | State | $73.5 million | 97 |
| 7 | Harper Financial Strategies, LLC | State | $38.6 million | 330 |
| 8 | Kaylin Dillon Financial Planning | State | $14.5 million | 106 |
| 9 | Planning Trail Investments, LLC | State | $1.9 million | 20 |
| 10 | Mooberry Financial Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
Wealth management firms in Kansas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.