Firms by city
Registered investment advisers in Lawrence, KS
6 SEC-registered advisers headquartered in Lawrence, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Veta Investment Partners | Lawrence, KS | $2.79B |
| Triad Wealth Partners | Lawrence, KS | $1.53B |
| Mattern Wealth Management | Lawrence, KS | $579M |
| Retirement Portfolios | Lawrence, KS | $290M |
| Rademacher Financial | Lawrence, KS | $234M |
| The Perspective Group | Lawrence, KS | $225M |
- Headquarters
- Lawrence, KS
- Regulatory AUM
- $2.79B
- Headquarters
- Lawrence, KS
- Regulatory AUM
- $1.53B
- Headquarters
- Lawrence, KS
- Regulatory AUM
- $579M
- Headquarters
- Lawrence, KS
- Regulatory AUM
- $290M
- Headquarters
- Lawrence, KS
- Regulatory AUM
- $234M
- Headquarters
- Lawrence, KS
- Regulatory AUM
- $225M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lawrence on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Kansas.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.