SEC-registered investment advisers in Lenexa
2 SEC-registered investment advisers are headquartered in Lenexa, KS, with $668M in combined regulatory assets under management. 1 is a financial advisor firm; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 2
- Investment advisers
- $668M
- Combined regulatory AUM
- 1
- Financial advisor firms
All 2 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Copper Financial Network | Bank & trust | $411M |
| Dogwood Wealth Management | RIA | $257M |
- Type
- Bank & trust
- Type
- RIA
Lenexa at a glance
Advisers headquartered here, by type
2
advisers
- Financial advisor firms (RIAs)$257M regulatory AUM1 (50%)
- Broker-dealers and other wealth firms$411M regulatory AUM1 (50%)
Other cities in Kansas
- Overland Park68
- Leawood11
- Topeka8
- Wichita8
- Lawrence6
- Mission Woods5
- Salina3
- Manhattan2
- Mission2
- Ellsworth1
- McPherson1
- Merriam1