AdvisorCensus / Financial advisors / Missouri / Kansas City, MO / Charles Schwab
Financial advisors in Kansas City, MO using Charles Schwab
68 SEC-registered investment advisory firms headquartered in the Kansas City, MO metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 503 Capital Partners, LLC | Leawood | SEC-registered investment adviser | $500 million to $1 billion |
| Allos Investment Advisors, LLC | Overland Park | SEC-registered investment adviser | $25 million to $100 million |
| Aspyre Wealth Partners | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| BCWM | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Beyond Wealth | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Black Capital Management, LLC | Lee'S Summit | SEC-registered investment adviser | $100 million to $500 million |
| Buttonwood Financial Group, LLC | Kansas City | SEC-registered investment adviser | $500 million to $1 billion |
| Caliber Wealth Management, LLC | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Cetera Planning Partners | Leawood | SEC-registered investment adviser | $1 billion to $5 billion |
| Columbia Capital Management, LLC | Merriam | SEC-registered investment adviser | $1 billion to $5 billion |
| Cornerstone Securities LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Creative Planning | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Creativeone Securities, LLC | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Creativeone Wealth, LLC | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Curtis Capital Advisors | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Davis Financial Management, Inc. | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Divvi Wealth Management | Kansas City | SEC-registered investment adviser | $100 million to $500 million |
| Engage Wealth Advisors, LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| FAS Wealth Partners, Inc. | Leawood | SEC-registered investment adviser | $1 billion to $5 billion |
| Fortis Capital Advisors, LLC | Prairie Village | SEC-registered investment adviser | $1 billion to $5 billion |
| Fortune Financial Advisors, LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Freestate Advisors LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Glass Lakes Capital Management LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Greenup Street Wealth Management LLC | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Heritage Asset Management, LLC | Belton | SEC-registered investment adviser | $100 million to $500 million |
| Kavar Capital Partners | Leawood | SEC-registered investment adviser | $1 billion to $5 billion |
| Keen Wealth Advisors | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Konza Global Wealth Group | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Financial Strategies, LLC | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Lexaurum Advisors | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Mader & Shannon Wealth Management | Kansas City | SEC-registered investment adviser | $100 million to $500 million |
| Mariner | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Mariner Advisor Network | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Mariner Independent | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Mid-American Wealth Advisory Group | Kansas City | SEC-registered investment adviser | $100 million to $500 million |
| Midwest Financial Group LLC | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Mitchell Capital Management Co | Leawood | SEC-registered investment adviser | $500 million to $1 billion |
| MN Wealth Advisors, LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Modern Wealth Management, LLC | Kansas City | SEC-registered investment adviser | Over $5 billion |
| Normandy Investment Advisors | Leawood | SEC-registered investment adviser | $100 million to $500 million |
| Novadius Wealth Management | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| One Advisory Partners, LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Onedigital | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Onedigital Asset Management | Overland Park | SEC-registered investment adviser | Under $25 million |
| Paragon Capital Management LLC | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Prairie Advisory, LLC | Leawood | SEC-registered investment adviser | $500 million to $1 billion |
| Prevail Innovative Wealth Advisors, LLC | Leawood | SEC-registered investment adviser | $500 million to $1 billion |
| Providence Financial Advisors, LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Quantum Financial Partners LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| RPR Financial | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| RSG Investments LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Ryan Poage & Co. | Kansas City | SEC-registered investment adviser | $100 million to $500 million |
| S&A Financial Services, Inc. | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Searcy Financial Services, Inc. | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Sound Stewardship, LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Steffes Financial, Ltd | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Stepp & Rothwell Inc | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Sterneck Capital Management LLC | Kansas City | SEC-registered investment adviser | $100 million to $500 million |
| Stewardship Capital | Independence | SEC-registered investment adviser | $100 million to $500 million |
| Strongbox Wealth, LLC | Lee'S Summit | SEC-registered investment adviser | $500 million to $1 billion |
| Sunesis Advisors, LLC | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| TFB Advisors, LLC | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Triune Financial Partners, LLC | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Two West Capital Advisors LLC | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Viawealth, LLC | Leawood | SEC-registered investment adviser | $100 million to $500 million |
| White Sand Wealth Management | Liberty | SEC-registered investment adviser | $100 million to $500 million |
| Windward Private Wealth Management Inc. | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Yukon Wealth Management, Inc. | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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