Falists

Missouri · 50 advisers

Financial Advisors in Kansas City, Missouri

Looking for a financial advisor in Kansas City, Missouri? Falists indexes 50 SEC-registered and state-registered investment advisers in Kansas City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 44 firms list a website you can visit directly. Firms in this directory manage up to $305.98B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

50

With website

44

Largest AUM

$305.98B

Financial planning

27

Filter by specialty

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

AllWealth40Planning27Trusts26Retirement17Institutional22

Top advisors in Kansas City

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

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PANDI, LLC

Kansas City, MO

AUM

$1.38B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

7 advisors

Clients

11-25

Fees

Hourly charges; Fixed fees

913-437-9900

Full profileVisit site →
View all 50 advisors in Kansas City

More cities in Missouri

St.. Louis (94)Saint Louis (27)Springfield (23)Chesterfield (22)Clayton (22)Columbia (14)St. Louis (14)Lee'S Summit (7)Creve Coeur (5)St.. Charles (5)North Kansas City (4)Saint Charles (4)

Common questions

How many financial advisors are in Kansas City, Missouri?
50 registered investment advisers are listed in our Kansas City directory, sourced from public SEC filings.
What types of advisors are in Kansas City?
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 Kansas City?
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.