{ "path": "/advisors/mo/kansas-city", "url": "https://advisorcensus.com/advisors/mo/kansas-city/page/4", "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": 4, "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": 322155, "name": "Next Bloom Wealth", "name_as_filed": "NEXT BLOOM WEALTH", "url": "https://advisorcensus.com/firm/next-bloom-wealth-gladstone-mo-322155", "city": "Gladstone", "state": "MO", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105580, "name": "Nicholson Meyer Capital Management, Inc.", "name_as_filed": "NICHOLSON MEYER CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/nicholson-meyer-capital-management-inc-kansas-city-mo-105580", "city": "Kansas City", "state": "MO", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337730, "name": "Ninth Avenue Capital, LP", "name_as_filed": "NINTH AVENUE CAPITAL, LP", "url": "https://advisorcensus.com/firm/ninth-avenue-capital-lp-kansas-city-mo-337730", "city": "Kansas City", "state": "MO", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316321, "name": "Normandy Investment Advisors", "name_as_filed": "NORMANDY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/normandy-investment-advisors-leawood-ks-316321", "city": "Leawood", "state": "KS", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169574, "name": "Nova R Wealth, Inc.", "name_as_filed": "NOVA R WEALTH, INC.", "url": "https://advisorcensus.com/firm/nova-r-wealth-inc-overland-park-ks-169574", "city": "Overland Park", "state": "KS", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148229, "name": "Novadius Wealth Management", "name_as_filed": "NOVADIUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/novadius-wealth-management-overland-park-ks-148229", "city": "Overland Park", "state": "KS", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148534, "name": "Nuance Investments, LLC", "name_as_filed": "NUANCE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/nuance-investments-llc-kansas-city-mo-148534", "city": "Kansas City", "state": "MO", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284446, "name": "Oak Road Wealth Management", "name_as_filed": "OAK ROAD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/oak-road-wealth-management-lee-s-summit-mo-284446", "city": "Lee'S Summit", "state": "MO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161614, "name": "One Advisory Partners, LLC", "name_as_filed": "ONE ADVISORY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/one-advisory-partners-llc-overland-park-ks-161614", "city": "Overland Park", "state": "KS", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106766, "name": "Onedigital", "name_as_filed": "ONEDIGITAL", "url": "https://advisorcensus.com/firm/onedigital-overland-park-ks-106766", "city": "Overland Park", "state": "KS", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 320608, "name": "Onedigital Asset Management", "name_as_filed": "ONEDIGITAL ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/onedigital-asset-management-overland-park-ks-320608", "city": "Overland Park", "state": "KS", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 128091, "name": "Opine Financial Advisors", "name_as_filed": "OPINE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/opine-financial-advisors-kansas-city-mo-128091", "city": "Kansas City", "state": "MO", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 316195, "name": "Oread Wealth Partners", "name_as_filed": "OREAD WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/oread-wealth-partners-leawood-ks-316195", "city": "Leawood", "state": "KS", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129128, "name": "Osborne Global Investors, Inc.", "name_as_filed": "OSBORNE GLOBAL INVESTORS, INC.", "url": "https://advisorcensus.com/firm/osborne-global-investors-inc-lee-s-summit-mo-129128", "city": "Lee'S Summit", "state": "MO", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171761, "name": "Overland Park Wealth Management LLC", "name_as_filed": "OVERLAND PARK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/overland-park-wealth-management-llc-overland-park-ks-171761", "city": "Overland Park", "state": "KS", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306742, "name": "Palmer Square BDC Advisor LLC", "name_as_filed": "PALMER SQUARE BDC ADVISOR LLC", "url": "https://advisorcensus.com/firm/palmer-square-bdc-advisor-llc-mission-woods-ks-306742", "city": "Mission Woods", "state": "KS", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155697, "name": "Palmer Square Capital Management LLC", "name_as_filed": "PALMER SQUARE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/palmer-square-capital-management-llc-mission-woods-ks-155697", "city": "Mission Woods", "state": "KS", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310321, "name": "Palmer Square Europe Capital Management LLC", "name_as_filed": "PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/palmer-square-europe-capital-management-llc-mission-woods-ks-310321", "city": "Mission Woods", "state": "KS", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324817, "name": "Palmer Square Private Credit Management LLC", "name_as_filed": "PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/palmer-square-private-credit-management-llc-mission-woods-ks-324817", "city": "Mission Woods", "state": "KS", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330112, "name": "Pandi, LLC", "name_as_filed": "PANDI, LLC", "url": "https://advisorcensus.com/firm/pandi-llc-kansas-city-mo-330112", "city": "Kansas City", "state": "MO", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330407, "name": "Paradigm Wealth Holdings, LLC", "name_as_filed": "PARADIGM WEALTH HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/paradigm-wealth-holdings-llc-kearney-mo-330407", "city": "Kearney", "state": "MO", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108168, "name": "Paragon Capital Management LLC", "name_as_filed": "PARAGON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/paragon-capital-management-llc-overland-park-ks-108168", "city": "Overland Park", "state": "KS", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290977, "name": "PCG Wealth Management", "name_as_filed": "PCG WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pcg-wealth-management-overland-park-ks-290977", "city": "Overland Park", "state": "KS", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152948, "name": "Penn Wealth Management", "name_as_filed": "PENN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/penn-wealth-management-overland-park-ks-152948", "city": "Overland Park", "state": "KS", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304989, "name": "PHD Retirement Consulting", "name_as_filed": "PHD RETIREMENT CONSULTING", "url": "https://advisorcensus.com/firm/phd-retirement-consulting-overland-park-ks-304989", "city": "Overland Park", "state": "KS", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317274, "name": "Pinnacle Private Ventures, LLC", "name_as_filed": "PINNACLE PRIVATE VENTURES, LLC", "url": "https://advisorcensus.com/firm/pinnacle-private-ventures-llc-overland-ks-317274", "city": "Overland", "state": "KS", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 118360, "name": "Pioneer Financial Advisors", "name_as_filed": "PIONEER FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/pioneer-financial-advisors-praire-village-ks-118360", "city": "Praire Village", "state": "KS", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 159261, "name": "Platform Investments, LLC", "name_as_filed": "PLATFORM INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/platform-investments-llc-kansas-city-mo-159261", "city": "Kansas City", "state": "MO", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 328865, "name": "Postrock Partners LLC", "name_as_filed": "POSTROCK PARTNERS LLC", "url": "https://advisorcensus.com/firm/postrock-partners-llc-overland-park-ks-328865", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339211, "name": "Prairie Advisory, LLC", "name_as_filed": "PRAIRIE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/prairie-advisory-llc-leawood-ks-339211", "city": "Leawood", "state": "KS", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311623, "name": "Prairie Capital Management Group, LLC", "name_as_filed": "PRAIRIE CAPITAL MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/prairie-capital-management-group-llc-kansas-city-mo-311623", "city": "Kansas City", "state": "MO", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 289006, "name": "Prairie Ridge Asset Management, LLC", "name_as_filed": "PRAIRIE RIDGE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prairie-ridge-asset-management-llc-overland-park-ks-289006", "city": "Overland Park", "state": "KS", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288641, "name": "Prevail Innovative Wealth Advisors, LLC", "name_as_filed": "PREVAIL INNOVATIVE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/prevail-innovative-wealth-advisors-llc-leawood-ks-288641", "city": "Leawood", "state": "KS", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 288712, "name": "Prime Capital Financial", "name_as_filed": "PRIME CAPITAL FINANCIAL", "url": "https://advisorcensus.com/firm/prime-capital-financial-overland-park-ks-288712", "city": "Overland Park", "state": "KS", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 330272, "name": "Proactive Planning Wealth Advisory", "name_as_filed": "PROACTIVE PLANNING WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/proactive-planning-wealth-advisory-overland-park-ks-330272", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110212, "name": "Professional Asset Management, Inc", "name_as_filed": "PROFESSIONAL ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/professional-asset-management-inc-overland-park-ks-110212", "city": "Overland Park", "state": "KS", "years_registered": 41, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298268, "name": "Prosperity Planning", "name_as_filed": "PROSPERITY PLANNING", "url": "https://advisorcensus.com/firm/prosperity-planning-north-kansas-city-mo-298268", "city": "North Kansas City", "state": "MO", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124839, "name": "Providence Financial Advisors, LLC", "name_as_filed": "PROVIDENCE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/providence-financial-advisors-llc-overland-park-ks-124839", "city": "Overland Park", "state": "KS", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 343160, "name": "QP Financial", "name_as_filed": "QP FINANCIAL", "url": "https://advisorcensus.com/firm/qp-financial-lees-summit-mo-343160", "city": "Lees Summit", "state": "MO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138112, "name": "Quantum Financial Partners LLC", "name_as_filed": "QUANTUM FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/quantum-financial-partners-llc-overland-park-ks-138112", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 132435, "name": "R L Capital, LLC", "name_as_filed": "R L CAPITAL, LLC", "url": "https://advisorcensus.com/firm/r-l-capital-llc-overland-park-ks-132435", "city": "Overland Park", "state": "KS", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315915, "name": "RCA Wealth Strategies LLC", "name_as_filed": "RCA WEALTH STRATEGIES LLC", "url": "https://advisorcensus.com/firm/rca-wealth-strategies-llc-overland-park-ks-315915", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107996, "name": "Retirement Resources Inc.", "name_as_filed": "RETIREMENT RESOURCES INC.", "url": "https://advisorcensus.com/firm/retirement-resources-inc-overland-park-ks-107996", "city": "Overland Park", "state": "KS", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 323272, "name": "Retirement Roots Wealth Management LLC", "name_as_filed": "RETIREMENT ROOTS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/retirement-roots-wealth-management-llc-overland-park-ks-323272", "city": "Overland Park", "state": "KS", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 299026, "name": "Rise Retirement, LLC", "name_as_filed": "RISE RETIREMENT, LLC", "url": "https://advisorcensus.com/firm/rise-retirement-llc-lee-s-summit-mo-299026", "city": "Lee'S Summit", "state": "MO", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307597, "name": "Robert G Burns LLC", "name_as_filed": "ROBERT G BURNS LLC", "url": "https://advisorcensus.com/firm/robert-g-burns-llc-blue-springs-mo-307597", "city": "Blue Springs", "state": "MO", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 316557, "name": "RPR Financial", "name_as_filed": "RPR FINANCIAL", "url": "https://advisorcensus.com/firm/rpr-financial-overland-park-ks-316557", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 323527, "name": "RSG Investments LLC", "name_as_filed": "RSG INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/rsg-investments-llc-overland-park-ks-323527", "city": "Overland Park", "state": "KS", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157432, "name": "Ryan Poage & Co.", "name_as_filed": "RYAN POAGE & CO.", "url": "https://advisorcensus.com/firm/ryan-poage-and-co-kansas-city-mo-157432", "city": "Kansas City", "state": "MO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110471, "name": "S&A Financial Services, Inc.", "name_as_filed": "S&A FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/s-and-a-financial-services-inc-overland-park-ks-110471", "city": "Overland Park", "state": "KS", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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 } ], "answer_pages": [ { "path": "/advisors/mo/kansas-city/for-high-net-worth-individuals", "firm_count": 168, "label": "Financial advisors for high-net-worth individuals in Kansas City, MO" }, { "path": "/advisors/mo/kansas-city/for-retirement-plans", "firm_count": 69, "label": "Financial advisors for retirement plans in Kansas City, MO" }, { "path": "/advisors/mo/kansas-city/for-businesses", "firm_count": 73, "label": "Financial advisors for businesses in Kansas City, MO" }, { "path": "/advisors/mo/kansas-city/for-charities", "firm_count": 83, "label": "Financial advisors for charitable organizations in Kansas City, MO" }, { "path": "/advisors/mo/kansas-city/no-account-minimum", "firm_count": 24, "label": "Financial advisors with no account minimum in Kansas City, MO" } ], "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" } }