{ "path": "/advisors/mo/kansas-city", "url": "https://advisorcensus.com/advisors/mo/kansas-city", "page_type": "metro", "title": "Financial advisors in Kansas City, MO", "filters": {}, "scope_total": 252, "faq": [ { "q": "How many financial advisory firms are there in Kansas City, MO?", "a": "AdvisorCensus lists 252 investment advisory firms with a principal office in the Kansas City metro area, from Form ADV filings as of October 2026: 140 SEC-registered, 92 state-registered, and 20 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Kansas City, MO?", "a": "76 of the 252 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Kansas City, MO offer financial planning?", "a": "162 of the 232 firms in Kansas City, MO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Kansas City, MO fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 76 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 252 investment advisory firms with a principal office in the Kansas City metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Kansas City has 252 investment advisory firms with a principal office in the metro area as of October 2026: 140 SEC-registered, 92 state-registered, and 20 exempt reporting advisers. 76 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 85 report under $100 million in regulatory assets under management. The metro area has 895,368 households, 108,099 of them with income of $200,000 or more, or 429 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Kansas City, MO: 252 firms from Form ADV filings as of October 2026.", "total_firms": 252, "page": 1, "total_pages": 6, "sort": "name", "registration_types": { "sec": 140, "state": 92, "exempt": 20 }, "fee_model_mix": [ { "code": "fee-only", "count": 76 }, { "code": "percentage_of_aum", "count": 212 }, { "code": "hourly", "count": 104 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 144 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 33 }, { "code": "other", "count": 41 }, { "code": "not_reported", "count": 20 } ], "years_registered_distribution": [ { "code": "under_5", "count": 92 }, { "code": "5_to_9", "count": 63 }, { "code": "10_to_19", "count": 59 }, { "code": "20_plus", "count": 37 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 45 }, { "code": "25m_100m", "count": 40 }, { "code": "100m_500m", "count": 70 }, { "code": "500m_1b", "count": 23 }, { "code": "1b_5b", "count": 26 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 33 } ], "firms": [ { "crd_number": 325304, "name": "1248 Partners, LLC", "name_as_filed": "1248 PARTNERS, LLC", "url": "https://advisorcensus.com/firm/1248-partners-llc-kansas-city-mo-325304", "city": "Kansas City", "state": "MO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327580, "name": "503 Capital Partners, LLC", "name_as_filed": "503 CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/503-capital-partners-llc-leawood-ks-327580", "city": "Leawood", "state": "KS", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340394, "name": "9 Stream Capital Partners LLC", "name_as_filed": "9 STREAM CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/9-stream-capital-partners-llc-leawood-ks-340394", "city": "Leawood", "state": "KS", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315576, "name": "Abstraction Capital Management LLC", "name_as_filed": "ABSTRACTION CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/abstraction-capital-management-llc-kansas-city-mo-315576", "city": "Kansas City", "state": "MO", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 175232, "name": "Adaptive Advisory, LLC", "name_as_filed": "ADAPTIVE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/adaptive-advisory-llc-olathe-ks-175232", "city": "Olathe", "state": "KS", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 155541, "name": "Allos Investment Advisors, LLC", "name_as_filed": "ALLOS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/allos-investment-advisors-llc-overland-park-ks-155541", "city": "Overland Park", "state": "KS", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105778, "name": "American Century Investment Management Inc", "name_as_filed": "AMERICAN CENTURY INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/american-century-investment-management-inc-kansas-city-mo-105778", "city": "Kansas City", "state": "MO", "years_registered": 54, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290043, "name": "American Century Investments Private Client Group, Inc.", "name_as_filed": "AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.", "url": "https://advisorcensus.com/firm/american-century-investments-private-client-group-inc-kansas-city-mo-290043", "city": "Kansas City", "state": "MO", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147416, "name": "Ameritime, LLC", "name_as_filed": "AMERITIME, LLC", "url": "https://advisorcensus.com/firm/ameritime-llc-olathe-ks-147416", "city": "Olathe", "state": "KS", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 331976, "name": "Aspen Private Credit Manager, LLC", "name_as_filed": "ASPEN PRIVATE CREDIT MANAGER, LLC", "url": "https://advisorcensus.com/firm/aspen-private-credit-manager-llc-overland-park-ks-331976", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 116061, "name": "Aspen Wealth Management, Inc.", "name_as_filed": "ASPEN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/aspen-wealth-management-inc-overland-park-ks-116061", "city": "Overland Park", "state": "KS", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311368, "name": "Aspire Wealth Management", "name_as_filed": "ASPIRE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/aspire-wealth-management-overland-park-ks-311368", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 107212, "name": "Aspyre Wealth Partners", "name_as_filed": "ASPYRE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212", "city": "Overland Park", "state": "KS", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 104995, "name": "Atwood & Palmer, Inc.", "name_as_filed": "ATWOOD & PALMER, INC.", "url": "https://advisorcensus.com/firm/atwood-and-palmer-inc-kansas-city-mo-104995", "city": "Kansas City", "state": "MO", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128161, "name": "Balanced Financial Planning, Inc.", "name_as_filed": "BALANCED FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/balanced-financial-planning-inc-overland-park-ks-128161", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284972, "name": "Bateman Capital Management, Inc.", "name_as_filed": "BATEMAN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bateman-capital-management-inc-leavenworth-ks-284972", "city": "Leavenworth", "state": "KS", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288225, "name": "Baum Capital Partners Management, LLC", "name_as_filed": "BAUM CAPITAL PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baum-capital-partners-management-llc-kansas-city-mo-288225", "city": "Kansas City", "state": "MO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144748, "name": "BCWM", "name_as_filed": "BCWM", "url": "https://advisorcensus.com/firm/bcwm-overland-park-ks-144748", "city": "Overland Park", "state": "KS", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 121502, "name": "Beacon Financial Advisors, LLC", "name_as_filed": "BEACON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/beacon-financial-advisors-llc-kansas-city-mo-121502", "city": "Kansas City", "state": "MO", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 287532, "name": "Beacon Wealth Advisory", "name_as_filed": "BEACON WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/beacon-wealth-advisory-overland-park-ks-287532", "city": "Overland Park", "state": "KS", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 162231, "name": "Beyond Wealth", "name_as_filed": "BEYOND WEALTH", "url": "https://advisorcensus.com/firm/beyond-wealth-overland-park-ks-162231", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164471, "name": "BG Wealth Advisory, LLC", "name_as_filed": "BG WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/bg-wealth-advisory-llc-mission-ks-164471", "city": "Mission", "state": "KS", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 105622, "name": "Black Capital Management, LLC", "name_as_filed": "BLACK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/black-capital-management-llc-lee-s-summit-mo-105622", "city": "Lee'S Summit", "state": "MO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335077, "name": "BLDR Wealth LLC", "name_as_filed": "BLDR WEALTH LLC", "url": "https://advisorcensus.com/firm/bldr-wealth-llc-shawnee-ks-335077", "city": "Shawnee", "state": "KS", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311530, "name": "Bluevine Advice", "name_as_filed": "BLUEVINE ADVICE", "url": "https://advisorcensus.com/firm/bluevine-advice-kansas-city-mo-311530", "city": "Kansas City", "state": "MO", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147809, "name": "Boulder Investment Group", "name_as_filed": "BOULDER INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/boulder-investment-group-overland-park-ks-147809", "city": "Overland Park", "state": "KS", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325364, "name": "Bowood Capital Advisors", "name_as_filed": "BOWOOD CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/bowood-capital-advisors-mission-woods-ks-325364", "city": "Mission Woods", "state": "KS", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288605, "name": "Bright Portfolios, LLC", "name_as_filed": "BRIGHT PORTFOLIOS, LLC", "url": "https://advisorcensus.com/firm/bright-portfolios-llc-lee-s-summit-mo-288605", "city": "Lee'S Summit", "state": "MO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338661, "name": "Buffalo Run Wealth Advisors LLC", "name_as_filed": "BUFFALO RUN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/buffalo-run-wealth-advisors-llc-mission-ks-338661", "city": "Mission", "state": "KS", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151164, "name": "Buttonwood Financial Group, LLC", "name_as_filed": "BUTTONWOOD FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164", "city": "Kansas City", "state": "MO", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312547, "name": "Cabin Advisors, LLC", "name_as_filed": "CABIN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cabin-advisors-llc-overland-park-ks-312547", "city": "Overland Park", "state": "KS", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331165, "name": "Caliber Wealth Management, LLC", "name_as_filed": "CALIBER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306343, "name": "Canvas Wealth Advisors, LLC", "name_as_filed": "CANVAS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/canvas-wealth-advisors-llc-shawnee-ks-306343", "city": "Shawnee", "state": "KS", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113917, "name": "Capital Investment Management, Inc", "name_as_filed": "CAPITAL INVESTMENT MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/capital-investment-management-inc-lee-s-summit-mo-113917", "city": "Lee'S Summit", "state": "MO", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 301887, "name": "CCM New Opportunities, LLC", "name_as_filed": "CCM NEW OPPORTUNITIES, LLC", "url": "https://advisorcensus.com/firm/ccm-new-opportunities-llc-merriam-ks-301887", "city": "Merriam", "state": "KS", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324181, "name": "Centerpoint Advisory Group, LLC", "name_as_filed": "CENTERPOINT ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181", "city": "Overland Park", "state": "KS", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155291, "name": "Central States Capital Markets, LLC", "name_as_filed": "CENTRAL STATES CAPITAL MARKETS, LLC", "url": "https://advisorcensus.com/firm/central-states-capital-markets-llc-prairie-village-ks-155291", "city": "Prairie Village", "state": "KS", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305897, "name": "Centralis Capital LLC", "name_as_filed": "CENTRALIS CAPITAL LLC", "url": "https://advisorcensus.com/firm/centralis-capital-llc-prairie-village-ks-305897", "city": "Prairie Village", "state": "KS", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 129625, "name": "Cetera Planning Partners", "name_as_filed": "CETERA PLANNING PARTNERS", "url": "https://advisorcensus.com/firm/cetera-planning-partners-leawood-ks-129625", "city": "Leawood", "state": "KS", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324193, "name": "Challenge Everything Financial LLC", "name_as_filed": "CHALLENGE EVERYTHING FINANCIAL LLC", "url": "https://advisorcensus.com/firm/challenge-everything-financial-llc-lenexa-ks-324193", "city": "Lenexa", "state": "KS", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 340808, "name": "Chase Wealth Management", "name_as_filed": "CHASE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/chase-wealth-management-kansas-city-mo-340808", "city": "Kansas City", "state": "MO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152435, "name": "Chladek Wealth Management, LLC", "name_as_filed": "CHLADEK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chladek-wealth-management-llc-shawnee-ks-152435", "city": "Shawnee", "state": "KS", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333339, "name": "CL Management Group LLC", "name_as_filed": "CL MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/cl-management-group-llc-north-kansas-city-mo-333339", "city": "North Kansas City", "state": "MO", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 116029, "name": "Clearpath Wealth Management, L.C.", "name_as_filed": "CLEARPATH WEALTH MANAGEMENT, L.C.", "url": "https://advisorcensus.com/firm/clearpath-wealth-management-l-c-overland-park-ks-116029", "city": "Overland Park", "state": "KS", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 166028, "name": "Clover Asset Management, LLC", "name_as_filed": "CLOVER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clover-asset-management-llc-overland-park-ks-166028", "city": "Overland Park", "state": "KS", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146147, "name": "Cobb Wealth Management, LLC", "name_as_filed": "COBB WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cobb-wealth-management-llc-kansas-city-mo-146147", "city": "Kansas City", "state": "MO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332929, "name": "Collaborative Portfolio Management", "name_as_filed": "COLLABORATIVE PORTFOLIO MANAGEMENT", "url": "https://advisorcensus.com/firm/collaborative-portfolio-management-overland-park-ks-332929", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 112773, "name": "Columbia Capital Management, LLC", "name_as_filed": "COLUMBIA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/columbia-capital-management-llc-merriam-ks-112773", "city": "Merriam", "state": "KS", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104705, "name": "Commerce Investment Advisors, Inc.", "name_as_filed": "COMMERCE INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/commerce-investment-advisors-inc-kansas-city-mo-104705", "city": "Kansas City", "state": "MO", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315970, "name": "Coplanning Financial LLC", "name_as_filed": "COPLANNING FINANCIAL LLC", "url": "https://advisorcensus.com/firm/coplanning-financial-llc-overland-park-ks-315970", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mo", "label": "Financial advisors in Missouri" }, "metro": { "path": "/advisors/mo/kansas-city", "label": "Financial advisors in Kansas City, MO" }, "city_pages": [ { "path": "/advisors/mo/kansas-city/overland-park", "label": "Financial advisors in Overland Park, KS", "firm_count": 119 }, { "path": "/advisors/mo/kansas-city/leawood", "label": "Financial advisors in Leawood, KS", "firm_count": 19 } ], "fee_pages": [ { "path": "/advisors/mo/kansas-city/fee-only", "label": "Fee-only financial advisors in Kansas City, MO", "firm_count": 76 }, { "path": "/advisors/mo/kansas-city/flat-fee", "label": "Flat-fee financial advisors in Kansas City, MO", "firm_count": 144 }, { "path": "/advisors/mo/kansas-city/hourly", "label": "Hourly financial advisors in Kansas City, MO", "firm_count": 104 } ], "niche_pages": [ { "path": "/advisors/mo/kansas-city/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in Kansas City, MO" }, { "path": "/advisors/mo/kansas-city/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Kansas City, MO" } ] }, "csv": "https://advisorcensus.com/advisors/mo/kansas-city.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 11, "sec_registered_at_start": 134, "per_100_registered": 8.21, "national_per_100": 10.11, "as_of": "2026-10-01", "sentence": "Over the 12 months to October 1, 2026, 11 firms here registered with the SEC as investment advisers: 8.2 for every 100 already registered, against 10.1 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-10" } }