How many financial advisors are in Lawrence, Kansas?

Falists lists 8 registered investment advisers with a principal office or filing address in Lawrence, Kansas, based on public SEC IAPD data.

How do financial advisors in Lawrence charge fees?

Fee structures vary by firm. In Lawrence, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Lawrence?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Kansas · 8 advisers

Financial Advisors in Lawrence, Kansas

Looking for a financial advisor in Lawrence, Kansas? Falists indexes 8 SEC-registered and state-registered investment advisers in Lawrence — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $2.79B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.79B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth8 Planning7 Trusts7 Retirement1 Institutional7

Top advisors in Lawrence

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

VETA INVESTMENT PARTNERS, LLC

Lawrence, KS

AUM

$2.79B

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

646-630-3218

Full profile Visit site →

TRIAD WEALTH PARTNERS, LLC

Lawrence, KS

AUM

$1.53B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

33 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

785-830-0000

Full profile Visit site →

Overland Park (112)Wichita (19)Leawood (18)Topeka (16)Mission (8)Salina (8)Mission Woods (7)Prairie Village (6)Manhattan (4)Lenexa (3)Hutchinson (2)Merriam (2)

Common questions

How many financial advisors are in Lawrence, Kansas?: 8 registered investment advisers are listed in our Lawrence directory, sourced from public SEC filings.
What types of advisors are in Lawrence?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lawrence?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.