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Best financial advisors in Overland Park, KS

Registered advisers within 25 miles of Overland Park, KS.

Offices
945
Firms
377
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,141,298 clients when Item 5C has a number
Avg / client
$6.39M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
AMERITIME, LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Investors

JAMES EDWARD MARTIN
Brent Forck
Eric Alpers
JOSHUA WALKER JOHNSRUD
WILLIAM GREGORY KENTON
John David Andrew
Andrew James McLaughlin
Casey Leigh Payton-Bowles
Kimani Rice
SAMIRA ABDUL HADI
STEVEN Q. ADAMSON
Robert Steven Bradley Miller
RUSSELL EUGENE LANE
JOHN A RUNDLE
TYLER JAY LANE
Taylor Hollis Cole
ROSS ALAN BAUER
KEVIN NICHOLAS ILLE
ANGELA MICHELLE FORD
Michael S Ford
HARLAN CLAUDE PARKER
Jason Scott Parker
KAREN MARIE NEWCOMB
Brooke Donley Behrens
John Michael Nauman
VICTOR EDWARD KIM
Anthony Michael Cox
Brett Michael Flood
THERESA MARIE BAKER
Zachary Benjamin Finkelstein
MICHAEL Wayne THORNHILL
Christopher Allen Youngers
Dawson Stephen Wood
JOSHUA LAWRENCE WEISER

Within 25 miles of Overland Park, KS, Best Investors lists 377 registered investment advisory firms with 945 offices nearby, managing about $20.1T in combined regulatory AUM across 3,141,298 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Overland Park

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM