AdvisorCensus / Financial advisors / Missouri / Kansas City, MO / Fidelity Investments
Financial advisors in Kansas City, MO using Fidelity Investments
38 SEC-registered investment advisory firms headquartered in the Kansas City, MO metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Atwood & Palmer, Inc. | Kansas City | SEC-registered investment adviser | $1 billion to $5 billion |
| Balanced Financial Planning, Inc. | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Canvas Wealth Advisors, LLC | Shawnee | SEC-registered investment adviser | $500 million to $1 billion |
| Capital Investment Management, Inc | Lee'S Summit | SEC-registered investment adviser | $500 million to $1 billion |
| Cetera Planning Partners | Leawood | SEC-registered investment adviser | $1 billion to $5 billion |
| Collaborative Portfolio Management | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Creative Planning | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Creativeone Wealth, LLC | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Dean Capital Management | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Diversified Wealth Advisors, LLC | Kansas City | SEC-registered investment adviser | $100 million to $500 million |
| ETF Portfolio Partners, Inc. | Leawood | SEC-registered investment adviser | $100 million to $500 million |
| Everest Wealth Management | Leawood | SEC-registered investment adviser | $100 million to $500 million |
| FAS Wealth Partners, Inc. | Leawood | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Partners Group, Inc. | Overland Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Fortis Capital Advisors, LLC | Prairie Village | SEC-registered investment adviser | $1 billion to $5 billion |
| Greenup Street Wealth Management LLC | Overland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Insight Financial Services | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Konza Global Wealth Group | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Investment Partners, LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Mariner | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Mariner | Overland Park, | SEC-registered investment adviser | $1 billion to $5 billion |
| Mariner Independent | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Modern Wealth Management, LLC | Kansas City | SEC-registered investment adviser | Over $5 billion |
| Nicholson Meyer Capital Management, Inc. | Kansas City | SEC-registered investment adviser | $100 million to $500 million |
| Nova R Wealth, Inc. | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Nuance Investments, LLC | Kansas City | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Postrock Partners LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Prime Capital Financial | Overland Park | SEC-registered investment adviser | Over $5 billion |
| Prosperity Planning | North Kansas City | SEC-registered investment adviser | $500 million to $1 billion |
| Providence Financial Advisors, LLC | 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 |
| Sonas Financial Group, Inc. | Kansas City | SEC-registered investment adviser | $100 million to $500 million |
| Sound Stewardship, LLC | Overland Park | SEC-registered investment adviser | $100 million to $500 million |
| Stewardship Capital | Independence | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
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. Fidelity Investments nationwide
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