SEC-registered investment advisers in Lee'S Summit
3 SEC-registered investment advisers are headquartered in Lee'S Summit, MO, with $1.26B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 3
- Investment advisers
- $1.26B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| StrongBox Wealth | RIA | $562M |
| Capital Investment Management | RIA | $559M |
| Bright Portfolios | Mutual funds & ETFs | $136M |
Lee'S Summit at a glance
Advisers headquartered here, by type
3
advisers
- Financial advisor firms (RIAs)$1.12B regulatory AUM2 (67%)
- Mutual fund, ETF and BDC managers$136M regulatory AUM1 (33%)
Other cities in Missouri
- St Louis73
- Kansas City28
- Saint Louis14
- Clayton13
- Chesterfield11
- Columbia8
- Springfield8
- Manchester3
- Independence2
- O'Fallon2
- Saint Charles2
- Belton1