Top 10 financial advisor firms in Kansas City

14 SEC-registered financial advisor firms are headquartered in Kansas City, MO, with $23.3B in combined regulatory assets under management. The largest by assets are Modern Wealth Management ($10.9B), Prairie Capital Management Group ($7.13B) and Atwood & Palmer ($2.04B).

14
Financial advisor firms: $23.3B
Their combined AUM: $332M
Median firm AUM: 16,112
Clients of the top 10

The 10 largest by assets

1
Modern Wealth Management
RIA
$10.9B
0.55% to 1.50% a year
2
Prairie Capital Management Group
RIA
$7.13B
0.20% to 1.00%
3
Atwood & Palmer
RIA
$2.04B
Regulatory AUM
4
Buttonwood Financial Group
RIA
$659M
0.40% to 0.80% a year
5
Sarver Vrooman Wealth Advisors
RIA
$452M
0.75% to 1.25% a year
6
Nicholson Meyer Capital Management
RIA
$338M
0.25% to 1.00% a year
7
Mid-American Wealth Advisory Group
RIA
$336M
0.70% to 1.25% a year
8
Sterneck Capital Management
RIA
$328M
0.40% to 1.50% a year
9
Craft & Sage Wealth
RIA
$307M
0.85% to 1.25% a year
10
Mader & Shannon Wealth Management
RIA
$269M
0.60% to 1.00%

Profiles of the top 10

No. 1 · RIA

Modern Wealth Management

Modern Wealth Management is an investment adviser based in Kansas City, MO, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $10.9 billion, as filed on 2 July 2026.

Modern Wealth Management charges 0.55%–1.50% a year for its Investment Management.

Regulatory AUM: $10.9B
Clients: 11,934
Advisory staff: 102
Fee schedule: 0.55% to 1.50% a year
Minimum account: $250,000
Custodians: Charles Schwab, Fidelity
Headquarters: 1712 Main Street, Suite 400, Kansas City, MO 64108
Phone: 913-393-1000
Website: modwm.com

No. 2 · RIA

Prairie Capital Management Group

Prairie Capital Management Group is an investment adviser based in Kansas City, MO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $7.13 billion, as filed on 31 March 2026.

Prairie Capital Management Group charges 0.20%–1.00% for its Investment advisory services. The brochure does not state whether the rate is annual.

Regulatory AUM: $7.13B
Clients: 531
Advisory staff: 26
Fee schedule: 0.20% to 1.00%
Headquarters: 4900 Main Street, Suite 700, Kansas City, MO 64112
Phone: 860-596-8126
Website: prairiecapital.com

No. 3 · RIA

Atwood & Palmer

Atwood & Palmer is an investment adviser based in Kansas City, MO, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $2.04 billion, as filed on 25 August 2026.

Regulatory AUM: $2.04B
Clients: 525
Advisory staff: 6
Founded: 1990
Custodians: Fidelity
Headquarters: 4520 Madison Avenue, Suite 200, Kansas City, MO 64111-3541
Phone: 816-931-2266
Website: atwoodpalmer.com

No. 4 · RIA

Buttonwood Financial Group

Buttonwood Financial Group is an investment adviser based in Kansas City, MO, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $659 million, as filed on 31 March 2026.

Buttonwood Financial Group charges 0.40%–0.80% a year for its Investment Management Fee.

Regulatory AUM: $659M
Clients: 429
Advisory staff: 7
Fee schedule: 0.40% to 0.80% a year
Custodians: Charles Schwab
Headquarters: 3013 Main Street, Kansas City, MO 64108-3323
Phone: 816-285-9000
Website: buttonwoodfg.com

No. 5 · RIA

Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors is an investment adviser based in Kansas City, MO, registered with the SEC since 2025. 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 $452 million, as filed on 21 April 2026.

Sarver Vrooman Wealth Advisors charges 0.75%–1.25% a year for its Asset Management.

Regulatory AUM: $452M
Clients: 296
Advisory staff: 4
Founded: 2019
Fee schedule: 0.75% to 1.25% a year
Custodians: First Clearing
Headquarters: 9237 Ward Parkway, Suite 320, Kansas City, MO 64114
Phone: 816-601-1150
Website: svwealthadvisors.com

No. 6 · RIA

Nicholson Meyer Capital Management

Nicholson Meyer Capital Management is an investment adviser based in Kansas City, MO, registered with the SEC since 2018. 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 $338 million, as filed on 18 August 2026.

Nicholson Meyer Capital Management charges 0.25%–1.00% a year for its Fees for Asset Management Services.

Regulatory AUM: $338M
Clients: 268
Advisory staff: 2
Fee schedule: 0.25% to 1.00% a year
Minimum account: $400,000
Custodians: Fidelity
Headquarters: 4600 Madison Avenue, Suite 150, Kansas City, MO 64112
Phone: 816-931-5757
Website: nicholsoncap.com

No. 7 · RIA

Mid-American Wealth Advisory Group

Mid-American Wealth Advisory Group is an investment adviser based in Kansas City, MO, registered with the SEC since 2021. It provides investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $336 million, as filed on 27 March 2026.

Mid-American Wealth Advisory Group charges 0.70%–1.25% a year for its Asset Management Fees.

Regulatory AUM: $336M
Clients: 958
Advisory staff: 6
Fee schedule: 0.70% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 7505 NW Tiffany Springs Parkway, 4th Floor, Kansas City, MO 64153
Phone: 816-640-5888
Website: midamericanwealthadvisory.com

No. 8 · RIA

Sterneck Capital Management

Sterneck Capital Management is an investment adviser based in Kansas City, MO, registered with the SEC since 1993. 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 $328 million, as filed on 7 July 2026.

Sterneck Capital Management charges 0.40%–1.50% a year for its Management Fee.

Regulatory AUM: $328M
Clients: 265
Advisory staff: 4
Founded: 1989
Fee schedule: 0.40% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1251 NW Briarcliff Pkwy, Ste 95, Kansas City, MO 64116
Phone: 816-531-2254
Website: sterneckcapital.com

No. 9 · RIA

Craft & Sage Wealth

Craft & Sage Wealth is an investment adviser based in Kansas City, MO, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $307 million, as filed on 18 August 2026.

Craft & Sage Wealth charges 0.85%–1.25% a year for its Individually Managed Accounts.

Regulatory AUM: $307M
Clients: 531
Advisory staff: 7
Fee schedule: 0.85% to 1.25% a year
Custodians: Assetmark Brokerage
Headquarters: 2500 Summit Street, #103, Kansas City, MO 64108
Phone: 816-436-9939
Website: craftandsage.com

No. 10 · RIA

Mader & Shannon Wealth Management

Mader & Shannon Wealth Management is an investment adviser based in Kansas City, MO, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $269 million, as filed on 17 August 2026.

Mader & Shannon Wealth Management charges 0.60%–1.00% for its Asset Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $269M
Clients: 375
Advisory staff: 9
Founded: 2005
Fee schedule: 0.60% to 1.00%
Custodians: Charles Schwab
Headquarters: 4717 Grand Ave., Ste 800, Kansas City, MO 64112
Phone: 816-751-0585
Website: madershannon.com

Questions about financial advisors in Kansas City

How many financial advisor firms are headquartered in Kansas City?

14 SEC-registered financial advisor firms report their principal office in Kansas City, MO, managing $23.3B in regulatory assets between them. The other 14 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 Kansas City?

Modern Wealth Management, with $10.9B in regulatory assets under management on its latest Form ADV. The next largest are Prairie Capital Management Group ($7.13B) and Atwood & Palmer ($2.04B).

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

How large is a typical financial advisor firm in Kansas City?

The median firm manages $332M in regulatory assets. That is the midpoint of the 14 firms headquartered in Kansas City.

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

How much do financial advisors in Kansas City charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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

Kansas City has 14 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Kansas City

Top financial advisor firms in other Missouri cities