This article showcases our top picks for the best Kansas based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Kansas Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Prime Capital Investment Advisors
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Prime Capital Investment Advisors is a financial, asset and wealth management company.
The ETF Store
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The ETF Store is a financial service company that deals with wealth management, asset management, retirement planning & term life insurance.
Cambiar Investors
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Cambiar Investors is an asset management firm with customized advisory solutions and advanced strategies for complex financial needs.
Kavar Capital Partners
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Kavar Capital Partners is a wealth management firm in Leawood, Kansas.
6 Meridian
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6 Meridian is an investment advisory firm that provides wealth management, investments and retirement planning services.
Kornitzer Capital Management
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Kornitzer Capital Management specializes in money management, pension, corporate and separate account management.
Changepath
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Changepath is a full-service wealth management firm that helps investors to build their financial future.
Atwood & Palmer
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Atwood & Palmer provides financial consulting, investment and wealth management solutions.
True Wealth & Company
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True Wealth & Company offers investment portfolio management, retirement planning, financial consultation and wealth management services.
Sunrise Advisors
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Sunrise Advisors is the “fee-only” Registered Investment Advisor (RIA) firms.
JC Grason
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JC Grason is an independent financial services firm that create retirement strategies and offers insurance products.
Barber Financial Group
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Barber Financial Group is an investment management and financial planning service firm. m
Paula Porsch Wealth Management
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Paula Porsch Wealth Management offers financial consultancy services for retirees, widows, divorcees, trusts, and business owners.
Pottberg Gassman & Hoffman Chartered
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Pottberg Gassman & Hoffman Chartered is a CPA firm that offers payroll, bookkeeping and taxation services to its clients.
Garrett Investment Advisors
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Garrett Investment Advisors provides cash flow management, estate planning, risk management, retirement planning and financial services.
Azura Credit Union
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Azura Credit Union is a banking solution company that offers loans, lending, wealth management, credit and online banking services.
SJN Bank of Kansas
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SJN Bank of Kansas provides online banking, mobile payment, wealth management, mortgages and loan services.
Woods & Durham
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Woods & Durham specializes in financial and estate planning, audit, compilation, general accounting, management advisory and tax services.
Williams Financial Group
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Williams Financial Group provides investment advisory and retirement planning solutions for individuals.
Adams Brown
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Adams Brown is a wealth management firm that offers CPA and advisory services.
Windward Private Wealth Management Inc
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We are a comprehensive wealth management firm with two Kansas City locations focusing on all aspects of personal financial planning.
Freestate Advisors LLC
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Freestate Advisors LLC is an independent Registered Investment Advisor & investment management firm.
Nova R Wealth
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Nova R Wealth is an investment advisor and wealth management company.
The Trust Company of Kansas
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The Trust Company of Kansas offers wealth management, retirement planning, and financial planning services.
Clayton Wealth Partners
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Clayton Wealth Partners offers wealth management, asset management, and financial planning services.