Best Financial Advisors in KANSAS CITY, Missouri

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

30

Registered Firms

0.95%

Median Fee

of assets/year

$450M

Median AUM

30

Firms Listed

in our database

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Top Rated Established Verified30 firms shown

Top-Ranked Advisors in KANSAS CITY

Page 1 of 2 · 30 firms

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

KANSAS CITY, MO · Since 1971

$306.0B AUM211 clientsFee: 0%

FiduciaryFee-Only

COMMERCE INVESTMENT ADVISORS, INC.

KANSAS CITY, MO · Since 2001

$2.5B AUM34 clientsFee: 0%

FiduciaryFee-Only

NUANCE INVESTMENTS, LLC

KANSAS CITY, MO · Since 2008

$984M AUM3 clientsFee: 0%

FiduciaryFee-Only

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

KANSAS CITY, MO · Since 2017

$2.3B AUM0 clientsFee: 0%

FiduciaryFee-Only

MADER & SHANNON WEALTH MANAGEMENT

KANSAS CITY, MO · Since 2007

$269M AUM9 clientsFee: 0%

FiduciaryFee-Only

LOCKTON INVESTMENT ADVISORS, LLC

KANSAS CITY, MO · Since 2007

$0 AUM24 clientsFee: 0%

FiduciaryFee-Only

WATEREQUITY LLC

KANSAS CITY, MO · Since 2021

$450M AUM27 clientsFee: 0%

FiduciaryFee-Only

UMB PRIVATE WEALTH MANAGEMENT, LLC

KANSAS CITY, MO · Since 2019

$68M AUM41 clientsFee: 0%

FiduciaryFee-Only

DIVVI WEALTH MANAGEMENT

KANSAS CITY, MO · Since 2025

$127M AUM4 clientsFee: 0%

FiduciaryFee-Only

NINTH AVENUE CAPITAL, LP

KANSAS CITY, MO · Since 2025

$536M AUM7 clientsFee: 0%

FiduciaryFee-Only

ATWOOD & PALMER, INC.

KANSAS CITY, MO · Since 1990

$2.0B AUM6 clientsFee: 0%

FiduciaryFee-Only

SONAS FINANCIAL GROUP, INC.

KANSAS CITY, MO · Since 2024

$150M AUM2 clientsFee: 0%

FiduciaryFee-Only

PLATFORM INVESTMENTS, LLC

KANSAS CITY, MO · Since 2012

$1.7B AUM8 clientsFee: 0%

FiduciaryFee-Only

FIVE ELMS CAPITAL

KANSAS CITY, MO · Since 2017

$3.1B AUM58 clientsFee: 0%

FiduciaryFee-Only

BUTTONWOOD FINANCIAL GROUP, LLC

KANSAS CITY, MO · Since 2009

$659M AUM7 clientsFee: 0%

FiduciaryFee-Only

STERNECK CAPITAL MANAGEMENT LLC

KANSAS CITY, MO · Since 1993

$328M AUM4 clientsFee: 0%

FiduciaryFee-Only

PRAIRIE CAPITAL MANAGEMENT GROUP, LLC

KANSAS CITY, MO · Since 2021

$7.1B AUM26 clientsFee: 0%

FiduciaryFee-Only

MODERN WEALTH MANAGEMENT, LLC

KANSAS CITY, MO · Since 2023

$10.9B AUM102 clientsFee: 0%

FiduciaryFee-Only

NICHOLSON MEYER CAPITAL MANAGEMENT, INC.

KANSAS CITY, MO · Since 2018

$338M AUM2 clientsFee: 0%

FiduciaryFee-Only

PANDI, LLC

KANSAS CITY, MO · Since 2024

$1.4B AUM7 clientsFee: 0%

FiduciaryFee-Only

MID-AMERICAN WEALTH ADVISORY GROUP

KANSAS CITY, MO · Since 2021

$336M AUM6 clientsFee: 0%

FiduciaryFee-Only

CPC MANAGEMENT, LLC

KANSAS CITY, MO · Since 2021

$428M AUM16 clientsFee: 0%

FiduciaryFee-Only

1248 PARTNERS, LLC

KANSAS CITY, MO · Since 2024

$323M AUM3 clientsFee: 0%

FiduciaryFee-Only

CRAFT & SAGE WEALTH

KANSAS CITY, MO · Since 2023

$307M AUM7 clientsFee: 0%

FiduciaryFee-Only

SARVER VROOMAN WEALTH ADVISORS LLC

KANSAS CITY, MO · Since 2025

$452M AUM4 clientsFee: 0%

FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in KANSAS CITY?

The median advisory fee in KANSAS CITY, MO is 0.95% of assets under management per year, based on Form ADV filings from 30 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.