City
Wealth management firms in Lee's Summit, Missouri
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Lee's Summit, Missouri reported $1.4 billion in regulatory assets under management; the largest by assets was Strongbox Wealth, LLC, with $562.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $156.7 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Strongbox Wealth, LLC | SEC | $562.4 million | 1,698 |
| 2 | Capital Investment Management, Inc | SEC | $558.9 million | 1,072 |
| 3 | Freedom Wealth Advisors, LLC | State | $104.2 million | 422 |
| 4 | Derks Financial, LLC | State | $80.0 million | 516 |
| 5 | Nextgen Wealth | State | $61.7 million | 184 |
| 6 | Java Wealth Planning | State | $20.4 million | 145 |
| 7 | Osborne Global Investors, Inc. | State | $13.1 million | 39 |
| 8 | Your Financial Partnership | State | $9.2 million | 51 |
| 9 | QP Financial | 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.