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
Crunchbase Website Twitter Facebook Linkedin
Prime Capital Investment Advisors is a financial, asset and wealth management company.
The ETF Store
Crunchbase Website Twitter Facebook Linkedin
The ETF Store is a financial service company that deals with wealth management, asset management, retirement planning & term life insurance.
Cambiar Investors
Crunchbase Website Twitter Facebook Linkedin
Cambiar Investors is an asset management firm with customized advisory solutions and advanced strategies for complex financial needs.
Kavar Capital Partners
Crunchbase Website Twitter Facebook Linkedin
Kavar Capital Partners is a wealth management firm in Leawood, Kansas.
6 Meridian
Crunchbase Website Twitter Facebook Linkedin
6 Meridian is an investment advisory firm that provides wealth management, investments and retirement planning services.
Kornitzer Capital Management
Crunchbase Website Twitter Facebook Linkedin
Kornitzer Capital Management specializes in money management, pension, corporate and separate account management.
Changepath
Crunchbase Website Twitter Facebook Linkedin
Changepath is a full-service wealth management firm that helps investors to build their financial future.
Atwood & Palmer
Crunchbase Website Twitter Facebook Linkedin
Atwood & Palmer provides financial consulting, investment and wealth management solutions.
True Wealth & Company
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
SJN Bank of Kansas provides online banking, mobile payment, wealth management, mortgages and loan services.
Woods & Durham
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
Adams Brown is a wealth management firm that offers CPA and advisory services.
Windward Private Wealth Management Inc
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
Nova R Wealth is an investment advisor and wealth management company.
The Trust Company of Kansas
Crunchbase Website Twitter Facebook Linkedin
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.
