City
Wealth management firms in Kansas City, Missouri
As of October 2, 2026, 39 wealth management firms, including broker-dealer firms, with their main office in Kansas City, Missouri reported $19.4 billion in regulatory assets under management; the largest by assets was Modern Wealth Management, LLC, with $10.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 39
- Regulatory assets under management
- $19.4 billion
- Average per firm
- $496.7 million
- SEC-registered, of those listed
- 17 of 39 (43.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Modern Wealth Management, LLC | SEC | $10.9 billion | 30,617 |
| 2 | American Century Investments Private Client Group, Inc. 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. | SEC | $2.3 billion | 6,678 |
| 3 | Atwood & Palmer, Inc. | SEC | $2.0 billion | 1,362 |
| 4 | Buttonwood Financial Group, LLC | SEC | $659.5 million | 1,573 |
| 5 | Sarver Vrooman Wealth Advisors LLC | SEC | $452.2 million | 934 |
| 6 | Nicholson Meyer Capital Management, Inc. | SEC | $338.1 million | 677 |
| 7 | Mid-American Wealth Advisory Group | SEC | $335.6 million | 2,191 |
| 8 | Sterneck Capital Management LLC | SEC | $327.9 million | 670 |
| 9 | Craft & Sage Wealth | SEC | $306.8 million | 1,408 |
| 10 | Mader & Shannon Wealth Management | SEC | $269.4 million | 863 |
| 11 | Private Wealth Consulting, LLC | SEC | $259.3 million | 301 |
| 12 | Sonas Financial Group, Inc. | SEC | $149.8 million | 339 |
| 13 | Financial Avenues | SEC | $147.6 million | 409 |
| 14 | Diversified Wealth Advisors, LLC | SEC | $138.0 million | 691 |
| 15 | Divvi Wealth Management | SEC | $127.4 million | 725 |
| 16 | Ryan Poage & Co. | SEC | $114.2 million | 678 |
| 17 | Kansas City Private Wealth Management, LLC | State | $103.9 million | 319 |
| 18 | Greystone Capital Partners Group LLC | State | $101.3 million | 181 |
| 19 | HDQ Wealth | State | $49.2 million | 180 |
| 20 | Tax Favored Retirement | State | $41.2 million | 333 |
| 21 | Cobb Wealth Management, LLC | State | $36.5 million | 71 |
| 22 | Twin Robins Capital | State | $32.7 million | 133 |
| 23 | Design Asset Management, LLC | State | $20.7 million | 98 |
| 24 | Mike Wolters & Associates, Ltd. | State | $19.0 million | 75 |
| 25 | Westwood Asset Management, LLC | State | $12.5 million | 31 |
| 26 | Tandem Financial Guidance, LLC | State | $11.8 million | 65 |
| 27 | Grand Street Advisors, LLC | State | $9.0 million | 51 |
| 28 | Schram, Lori | State | $8.1 million | 8 |
| 29 | K-12 Planning | State | $6.0 million | 77 |
| 30 | Bluevine Advice | State | $5.4 million | 41 |
| 31 | UMB Financial Services, Inc. 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. | SEC | $5.0 million | 1 |
| 32 | Webster Wealth Management | State | $3.3 million | 14 |
| 33 | Hill-Top Financial Planning, LLC | State | $3.3 million | 31 |
| 34 | Weatherby Capital, LLC | State | $2.4 million | 9 |
| 35 | Chase Wealth Management | State | $0 | 0 |
| 36 | Crosspath Capital | State | $0 | 0 |
| 37 | Heritage First Wealth Management, LLC | State | $0 | 0 |
| 38 | Monarch Fiduciary, LLC | State | $0 | 0 |
| 39 | Opine Financial Advisors | State | $0 | 0 |
Wealth management firms in Missouri, 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.