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Best financial advisors in Roeland Park, KS

Registered advisers within 25 miles of Roeland Park, KS.

Offices
972
Firms
351
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,182,079 clients when Item 5C has a number
Avg / client
$8.77M
Combined AUM ÷ clients

Nearby offices

Firms

TITAN WEALTH ADVISORY, LLC
OSAIC WEALTH, INC.
FIRST AMERICAN FINANCIAL ADVISORS, INC.
BG WEALTH ADVISORY, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
TRINITY CAPITAL MANAGEMENT, LLC
BUFFALO RUN WEALTH ADVISORS LLC
CORNERSTONE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
BALANCED FINANCIAL PLANNING, INC.
INTEGRITY ALLIANCE, LLC.
MGJ, LLC
KORNITZER CAPITAL MANAGEMENT, INC.
MISSION FINANCIAL PLANNING, INC.

Investors

Michael Porembski
WALTER CLAUDE MEIERAREND
KELLY JOE GOODBURN
VON BLAKE HAMPTON
EDWARD NELSON COLBURN
BARBARA ANN GULIN
Celeste E. Foster
Matthew Heitmann
Nolan O Lasiter
BRADFORD PETERSEN BAGBY
ADRIANNE LYNN VALKAR
MATTHEW CHRISTIAN WEGLARZ
Trenton Christopher Swift
BART ANTHONY SPACHEK
JOHN BOCKING FITCH
Nickolas Jerrod Wilson
PETER GEORGE MENIHAN
LUCAS BRANDON AUSTIN
GARRETT Wilcox GATES
JO ELLEN FRITZ
MICHAEL LYNCH KIMBELL
Jack Henley Curtis
JEFFREY LEE CURTIS
BARRY EUGENE KOSTER
MATTHEW DWAYNE ISON
NATHANIEL TIMOTHY SOULIS
JAMES C SHAY
Christopher Neal Carter
Conner Mikel Ensign
JOHN ALAN SHEPLEY
Christopher Crawford
MICHAEL ALAN GROSSMAN
KENT WILLIAM GASAWAY
JOHN CHARLES KORNITZER
SHARON KAY WEAVER
Nathan Eric Nielsen

Within 25 miles of Roeland Park, KS, Best Investors lists 351 registered investment advisory firms with 972 offices nearby, managing about $19.1T in combined regulatory AUM across 2,182,079 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 Roeland 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