Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Kansas City, MO
29 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in MO
Firm
Assets
Employees
Disclosures
American Century Investment Management Inc
$305.98 billion
220
0
Scout Investments, Inc.
$36.57 billion
53
4
Modern Wealth Management, LLC
$10.90 billion
253
0
Prairie Capital Management Group, LLC
$7.13 billion
47
0
Five Elms Capital
$3.12 billion
69
0
Commerce Investment Advisors, Inc.
$2.54 billion
34
3
American Century Investments Private Client Group, Inc.
$2.33 billion
105
0
Atwood & Palmer, Inc.
$2.04 billion
9
0
Platform Investments, LLC
$1.66 billion
38
0
Pandi, LLC
$1.38 billion
20
0
Nuance Investments, LLC
$984.3 million
11
0
Buttonwood Financial Group, LLC
$659.5 million
12
1
Ninth Avenue Capital, LP
$536.0 million
10
0
Sarver Vrooman Wealth Advisors LLC
$452.2 million
5
0
Waterequity LLC
$450.2 million
44
0
Cpc Management, LLC
$428.0 million
16
0
Nicholson Meyer Capital Management, Inc.
$338.1 million
6
0
Mid-american Wealth Advisory Group
$335.6 million
21
0
Sterneck Capital Management LLC
$327.9 million
5
0
1248 Partners, LLC
$323.4 million
4
0
Craft & Sage Wealth
$306.8 million
11
0
Mader & Shannon Wealth Management
$269.4 million
10
0
Baum Capital Partners Management, LLC
$247.0 million
10
0
Sonas Financial Group, Inc.
$149.8 million
3
0
Flyover Capital Partners, LLC
$147.6 million
8
0
Divvi Wealth Management
$127.4 million
4
0
Umb Private Wealth Management, LLC
$124.7 million
94
0
Ryan Poage & Co.
$114.2 million
3
0
Umb Financial Services, Inc.
$5.0 million
55
0