Adviser Record

Investment advisers in Lawrence, KS

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in KS

FirmAssetsEmployeesDisclosures
Veta Investment Partners, LLC$2.79 billion100
Triad Wealth Partners, LLC$1.53 billion460
Mattern Wealth Management LLC$579.0 million50
Retirement Portfolios, LLC$290.0 million20
Rademacher Financial, Inc.$234.3 million60
The Perspective Group$225.1 million50