AdvisorCensus / Financial advisors / Missouri / Kansas City, MO / Branch offices
Advisory firms with an office in Kansas City, MO, headquartered elsewhere
115 investment advisory firms with a principal office outside the Kansas City, MO metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 49 Financial | Leawood, KS | Austin, TX | SEC-registered investment adviser |
| Adamsbrown Wealth Consultants LLC | Overland Park, KS | Wichita, KS | SEC-registered investment adviser |
| Adviceonly | Kansas City, MO | San Diego, CA | SEC-registered investment adviser |
| Advisory Services Network | Overland Park, KS | Atlanta, GA | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Overland Park, KS | Deerfield, IL | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Shawnee, KS | Lincoln, NE | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Leawood, KS | Minneapolis, MN | SEC-registered investment adviser |
| Aprio Wealth Management, LLC | Overland Park, KS | Atlanta, GA | SEC-registered investment adviser |
| Arvest Wealth Management | Overland Park, KS | Lowell, AR | SEC-registered investment adviser |
| Axxcess Wealth Management, LLC | Overland Park, KS | Carlsbad, CA | SEC-registered investment adviser |
| Bason Asset Management | Platte City, MO | Lakewood, CO | SEC-registered investment adviser |
| Benjamin F. Edwards & Company, Incorporated | Leawood, KS | St. Louis, MO | SEC-registered investment adviser |
| Berkeley Capital Management, LLC | Leawood, KS | Ellsworth, KS | SEC-registered investment adviser |
| Black Knight Alternative Investments, LLC | Overland Park, KS | Frisco, TX | Exempt reporting adviser |
| BOK Financial Advisors | Overland Park, KS | Tulsa, OK | SEC-registered investment adviser |
| BOS Asset Management, LLC | Kansas City, MO | Springfield, IL | SEC-registered investment adviser |
| BSG Advisers | Overland Park, KS | Apex, NC | SEC-registered investment adviser |
| Busey Capital Management, Inc. | Kansas City, MO | Urbana, IL | SEC-registered investment adviser |
| Captrust | Leawood, KS | Raleigh, NC | SEC-registered investment adviser |
| Carlson Financial | Overland Park, KS | Topeka, KS | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Kansas City, MO | Cleveland, OH | SEC-registered investment adviser |
| Cbiz Retirement Plan Advisory Services | Kansas City, MO | Cleveland, OH | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Overland Park, KS | Schaumburg, IL | SEC-registered investment adviser |
| Commonwealth Financial Network | Overland Park, KS | Waltham, MA | SEC-registered investment adviser |
| Continuum Advisory, LLC | Liberty, MO | Eagle, ID | SEC-registered investment adviser |
| Convergence Financial | Independence, MO | Columbia, MO | SEC-registered investment adviser |
| Cooper McManus | Overland Park, KS | Irvine, CA | SEC-registered investment adviser |
| Corecap Advisors | Lenexa, KS | Southfield, MI | SEC-registered investment adviser |
| Creative Financial Designs, Inc. | Lenexa, KS | Kokomo, IN | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Overland Park, KS | Newport Beach, CA | SEC-registered investment adviser |
| D. E. Shaw & Co., L.P. | Overland Park, KS | New York, NY | SEC-registered investment adviser |
| Dominion Portfolio Management, Inc. | Kansas City, MO | Tampa, FL | SEC-registered investment adviser |
| Duff & Phelps Investment Management Co. | Leawood, KS | Chicago, IL | SEC-registered investment adviser |
| Edelman Financial Engines | Overland Park, KS | Santa Clara, CA | SEC-registered investment adviser |
| Elevated Capital Advisors, LLC | Prairie Village, KS | Draper, UT | SEC-registered investment adviser |
| Elevation Advisory Partners LLC | Leawood, KS | Orlando, FL | SEC-registered investment adviser |
| Empower Advisory Group, LLC | Overland Park, KS | Greenwood Village, CO | SEC-registered investment adviser |
| Endeavor Private Wealth, Inc. | Overland Park, KS | Topeka, KS | SEC-registered investment adviser |
| Equitable Advisors, LLC | Overland Park, KS | New York, NY | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Lee'S Summit, MO | Birmingham, AL | SEC-registered investment adviser |
| Family Investment Center | Lenexa, KS | Saint Joseph, MO | SEC-registered investment adviser |
| Financial & Tax Architects, LLC | Overland Park, KS | St. Louis, MO | SEC-registered investment adviser |
| First Command Advisory Services | Leavenworth, KS | Fort Worth, TX | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Kansas City, MO | Springfield, MO | SEC-registered investment adviser |
| Freedom 3 Capital LLC | Kansas City, MO | New York, NY | SEC-registered investment adviser |
| Gannett Wealth Advisors | Overland Park, KS | Austin, TX | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Shawnee, KS | Alpharetta, GA | SEC-registered investment adviser |
| Gradient Advisors, LLC | Kansas City, MT | Arden Hills, MN | SEC-registered investment adviser |
| GWN Securities Inc. | Kansas City, MO | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Hightower Advisors, LLC | Mission Woods, KS | Chicago, IL | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Leawood, KS | Conshohocken, PA | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Overland Park, KS | Omaha, NE | SEC-registered investment adviser |
| IHT Wealth Management LLC | Olathe, KS | Chicago, IL | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Leawood, KS | Charlotte, NC | SEC-registered investment adviser |
| Innovative Capital Advisors, LLC | Leawood, KS | Chicago, IL | SEC-registered investment adviser |
| Intellicents Investment Solutions Inc | Overland Park, KS | Albert Lea, MN | SEC-registered investment adviser |
| Keating Financial Advisory Services | Overland Park, KS | Manhattan, KS | SEC-registered investment adviser |
| Key Investment Management, LLC | Overland Park, KS | Chicago, IL | Exempt reporting adviser |
| Landolt Securities, Inc. | Kansas City, MO | Lake Bluff, IL | SEC-registered investment adviser |
| Lido | Leawood, KS | Los Angeles, CA | SEC-registered investment adviser |
| Madison Avenue Securities, LLC | Prairie Village, KS | San Diego, CA | SEC-registered investment adviser |
| Mariner Institutional, LLC | Overland Park, KS | Winter Park, FL | SEC-registered investment adviser |
| Market Investment Group, LLC | Kansas City, MO | Wichita, KS | SEC-registered investment adviser |
| Metlife Investment Management, LLC | Overland Park, KS | Whippany, NJ | SEC-registered investment adviser |
| MMA Securities LLC | Leawood, KS | New York, NY | SEC-registered investment adviser |
| Moneta Group Investment Advisors, LLC | Mission Woods, KS | St. Louis, MO | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Overland Park, KS | Omaha, NE | SEC-registered investment adviser |
| Newedge Advisors | Overland Park, KS | New Orleans, LA | SEC-registered investment adviser |
| Nomura Capital Management LLC | Overland Park, KS | New York, NY | SEC-registered investment adviser |
| Nomura Investment Management Business Trust | Overland Park, KS | Philadelphia, PA | SEC-registered investment adviser |
| Northland Asset Management | Leawood, KS | Minneapolis, MN | SEC-registered investment adviser |
| OFG Financial Services, Inc. | Overland Park, KS | Topeka, KS | SEC-registered investment adviser |
| On Investment Management Co | Lee'S Summit, MO | Cincinnati, OH | SEC-registered investment adviser |
| Optima Capital LLC | Liberty, MO | Beaverton, OR | SEC-registered investment adviser |
| Osaic Institutions, Inc. | Overland Park, KS | Meriden, CT | SEC-registered investment adviser |
| Pinion Wealth Management, LLC | Lenexa, KS | Wichita, KS | SEC-registered investment adviser |
| Piper Sandler & Co. | Leawood, KS | Minneapolis, MN | SEC-registered investment adviser |
| PNC Real Estate | Overland Park, KS | Louisville, KY | SEC-registered investment adviser |
| Principal Securities, Inc. | Overland Park, KS | Des Moines, IA | SEC-registered investment adviser |
| Private Client Advisor Group, LLC | Overland Park, KS | Palm City, FL | SEC-registered investment adviser |
| Private Client Services, LLC | N. Kansas City, MO | Louisville, KY | SEC-registered investment adviser |
| Professional Financial Advisors, LLC | Overland Park, KS | North Platte, NE | SEC-registered investment adviser |
| PSG Equity L.L.C. | Kansas City, MO | Boston, MA | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Leawood, KS | New York, NY | SEC-registered investment adviser |
| RDA Financial Network | Overland Park, KS | Akron, IA | SEC-registered investment adviser |
| Relation Wealth Management, Inc. | Overland Park, KS | Tulsa, OK | SEC-registered investment adviser |
| Retirement Plan Advisors, LLC | Lee'S Summit, MO | Chicago, IL | SEC-registered investment adviser |
| RFG Advisory, LLC | Lenexa, KS | Vestavia Hills, AL | SEC-registered investment adviser |
| Royal Fund Management, LLC | Bonner Springs, KS | Lady Lake, FL | SEC-registered investment adviser |
| Royal Street Ventures Management Company, LLC | Kansas City, MO | Park City, UT | Exempt reporting adviser |
| Rubinbrown Advisors LLC | Kansas City, MO | St. Louis, MO | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Leawood, KS | Miami, FL | SEC-registered investment adviser |
| Seacrest Wealth Management, LLC | Kansas City, MO | Purchase, NY | SEC-registered investment adviser |
| Smart Steps Wealth Management LLC | Kansas City, MO | St. Louis, MO | State-registered investment adviser |
| Smith Moore & Co. | Overland Park, KS | Clayton, MO | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Kansas City, MO | Fort Lauderdale, FL | SEC-registered investment adviser |
| Sowell Management | Raytown, MO | North Little Rock, AR | SEC-registered investment adviser |
| State Farm Investment Management Corp. | Lenexa, KS | Bloomington, IL | SEC-registered investment adviser |
| The Mather Group, LLC | Kansas City, MO | Chicago, IL | SEC-registered investment adviser |
| The Wealth Consulting Group | Leawood, KS | Las Vegas, NV | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Overland Park, KS | Minneapolis, MN | SEC-registered investment adviser |
| TLG Advisors, Inc. | Overland Park, KS | Summit, NJ | SEC-registered investment adviser |
| Tributary Capital Management, LLC | Kansas City, MO | Omaha, NE | SEC-registered investment adviser |
| United Capital Management of Kansas, Inc. | Gardner, KS | Salina, KS | SEC-registered investment adviser |
| Uptick Partners, LLC | Westwood, KS | Nacogdoches, TX | SEC-registered investment adviser |
| USA Financial Securities LLC | Lees Summit, MO | Ada, MI | SEC-registered investment adviser |
| USI Securities, Inc. | Overland Park, KS | Glastonbury, CT | SEC-registered investment adviser |
| Vestgen Advisors, LLC | Kansas City, MO | Chicago, IL | SEC-registered investment adviser |
| Visionary Wealth Advisors, LLC | Overland Park, KS | St. Louis, MO | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Overland Park, KS | Windsor, CT | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Lee'S Summit, MO | Plymouth, MN | SEC-registered investment adviser |
| Wealthcare Advisory Partners LLC | Leawood, KS | West Chester, PA | SEC-registered investment adviser |
| Wealthplan Investment Management LLC | Overland Parkq, KS | Omaha, NE | SEC-registered investment adviser |
| Wealthstar Advisors, LLC | Lenexa, KS | Plano, TX | SEC-registered investment adviser |
| Zoop Alpha Advisors | Overland Park, KS | Mesa, AZ | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Kansas City, MO on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Financial Avenues | Leawood, KS | SEC-registered investment adviser |
| Private Wealth Consulting, LLC | Kansas City, MO | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Kansas City, MO, headquartered elsewhere. https://advisorcensus.com/advisors/mo/kansas-city/branch-offices https://advisorcensus.com/advisors/mo/kansas-city/branch-offices