Top 4 financial advisor firms in Lawrence

4 SEC-registered financial advisor firms are headquartered in Lawrence, KS, with $1.33B in combined regulatory assets under management. The largest by assets are Mattern Wealth Management ($579M), Retirement Portfolios ($290M) and Rademacher Financial ($234M).

4
Financial advisor firms: $1.33B
Their combined AUM: $262M
Median firm AUM: 1,498
Clients of the top 4

The 4 largest by assets

1
Mattern Wealth Management
RIA
$579M
Up to 1.25% a year
2
Retirement Portfolios
RIA
$290M
Regulatory AUM
3
Rademacher Financial
RIA
$234M
Up to 2.00% a year
4
The Perspective Group
RIA
$225M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Mattern Wealth Management

Mattern Wealth Management is an investment adviser based in Lawrence, KS, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $579 million, as filed on 26 March 2026.

Mattern Wealth Management charges up to 1.25% a year for its Investment Management Services.

Regulatory AUM: $579M
Clients: 613
Advisory staff: 3
Founded: 2019
Fee schedule: Up to 1.25% a year
Custodians: Wells Fargo Clearing Services, Charles Schwab
Headquarters: 1811 Wakarusa Drive, Suite 103, Lawrence, KS 66047
Phone: 785-842-7680
Website: matternwealth.com

No. 2 · RIA

Retirement Portfolios

Retirement Portfolios is an investment adviser based in Lawrence, KS, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $290 million, as filed on 28 April 2026.

Regulatory AUM: $290M
Clients: 245
Advisory staff: 2
Custodians: Altruist
Headquarters: 1429 Oread W DR #110a, Lawrence, KS 66049
Phone: 785-330-9292
Website: kansasretirementteam.com

No. 3 · RIA

Rademacher Financial

Rademacher Financial is an investment adviser based in Lawrence, KS, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $234 million, as filed on 3 March 2026.

Rademacher Financial charges up to 2.00% a year for its Portfolio Management Services.

Regulatory AUM: $234M
Clients: 343
Advisory staff: 5
Fee schedule: Up to 2.00% a year
Minimum account: $250,000
Custodians: Raymond James
Headquarters: 1505 Kasold Drive, Lawrence, KS 66047
Phone: 785-865-5308
Website: rademacherfinancial.com

No. 4 · RIA

The Perspective Group

The Perspective Group is an investment adviser based in Lawrence, KS, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $225 million, as filed on 20 July 2026.

Regulatory AUM: $225M
Clients: 297
Advisory staff: 2
Founded: 2004
Custodians: LPL Financial, Lincoln Financial Distributors
Headquarters: 1421 Research Park Drive, Suite 3a, Lawrence, KS 66044
Phone: 785-749-1881
Website: theperspectivegroup.com

Questions about financial advisors in Lawrence

How many financial advisor firms are headquartered in Lawrence?

4 SEC-registered financial advisor firms report their principal office in Lawrence, KS, managing $1.33B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Lawrence?

Mattern Wealth Management, with $579M in regulatory assets under management on its latest Form ADV. The next largest are Retirement Portfolios ($290M) and Rademacher Financial ($234M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Lawrence?

The median firm manages $262M in regulatory assets. That is the midpoint of the 4 firms headquartered in Lawrence.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Lawrence?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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