Ingram’s September 2022

AREA WEALTH MANAGEMENT F I RMS

Ranked by Assets Under Management

/Administration

AUM/AUA 2021 2020

Company Name Address Phone, Fax, Website

Rank 2022 2021

Accounts 2021

AUM/AUA 2021 2020

Company Name Address Phone, Fax, Website

Rank 2022 2021

Accounts 2021

Top Area Executive(s)

Top Area Executive(s)

$235,000,000,000 $90,033,701,897

165,510 Peter Mallouk CEO

$1,800,188,147 $1,504,174,956

8,228

Dean Barber President

1. 2.

Creative Planning 5454 W. 110th Street, Overland Park, KS 66211 866.909.5148, www.creativeplanning.com

26. 26.

Barber Financial Group 13550 W 95th St., Lenexa, KS 66215 913.393.1000, www.barberfinancialgrop.com V Wealth 6800 College Blvd., Overland Park, KS 66211 913.827.4600, www.vwealth.com Five Elms Capital 4801 Main St., Kansas City, MO 64112 913.953.8960, www.fiveelms.com Creativeone Securities (formerly ClientOne) 6330 Sprint Pkwy., Ste. 400, Overland Park, KS 66211 913.814.6097, www.creativeone.com The Retirement Planning Group 4811 W. 136th Street, Leawood, KS 66224 913.498.8898, www.planningretirements.com Atwood & Palmer 4520 Madison Ave., Kansas City, MO 64111 816.931.2266, www.atwoodpalmer.com Prism Financial 7101 College Blvd., Overland Park, KS 66211 913.345.1444, www.prismfg.com Veta Investment Partners 2950 S.W. McClure Road, Topeka, KS 66614 1.833.954.0333, www.vetainvestmentpartners.com Logia Portfolio Management 15100 Rosewood Street, Leawood, KS 66224 844.882.0193, www.logiapm.com/ Palmer Square BDC Advisor 1900 ShawneeMission Pkwy., MissionWoods, KS 66205 816.994.3200, www.palmersquarefunds.com Kavar Capital Partners 11460 Tomahawk Creek Pkwy., Leawood, KS 66211 913.428.3300, kavarcapital.com/ Platform Investments 1511 Baltimore Avenue, Kansas City, MO 64108 816.285.3872, www.realtyclub.com Triune Financial Partners 7400 College Boulevard, Overland Park, KS 66210 913.825.6100, www.triunefp.com Stepp & Rothwell 7300 College Boulevard, Overland Park, KS 66210 913.345.4800, www.steppandrothwell.com Sunesis Advisors 6750 W. 93rd Street, Overland Park, KS 66212 913.815.4460, www.sunesisadvisors.com Dean Capital Management 7400 West 130th Street, Overland Park, KS 66213 913.944.4444, www.deancapmgmt.com Mitchell Capital Management Co. 11460 Tomahawk Creek Pkwy., Overland Park, KS 66211 913.428.3222, www.mitchcap.com Keen Wealth Advisors 6201 College Blvd., Overland Park, KS 66211 913.624.1841, www.keenwealthadvisors.com Financial Partners Group 10925 Antioch Road, Overland Park, KS 66210 913.826.6982, www.fpgkc.com Lexaurum Advisors 16010 Metcalf Avenue, Overland Park, KS 66085 913.261.9316, www.tdcwealthmgmt.com Waterfront Wealth 6711 W. 121st Street, Overland Park, KS 66209 913.951.5800, www.waterfrontadvisors.com BCWM 14221 Metcalf Ave., Overland Park, KS 66223 913.685.2300, www.boyercorporon.com Buttonwood Financial Group 3013 Main St., Kansas City, MO 64108 816.285.9000, www.buttonwoodfg.com Cognios Capital 7900 College Blvd., Overland Park, KS 66210 913.214.5000, www.cognios.com Columbia Capital Management 6700 Antioch, Merriam, KS 66204 913.248.8500, www.municipaladvisor.info

$229,000,000,000 $243,000,000,000

DD

Jonathan Thomas CEO

$1,784,753,771 $1,480,905,623

4,164

Brett Lange/ Thomas Blumer Managing Partners

2. 1.

American Century 4400 Main, Kansas City, MO 64111 www.americancentury.com

27. 27.

$101,681,539,206 $64,797,868,905

38,739

Vince Morris Managing Principal Scott Boswell West Region President Patrick Dunkerly Lead Portfolio Manager Marty Bicknell CEO

$1,612,601,780 $682,244,739

16

Fred Coulson CEO

3. 3.

Onedigital Investment Advisors (Formerly RIA) 11101 Switzer Road, Overland Park, KS 66210 877.742.2021, www.onedigital.com Commerce Trust 1000 Walnut, Kansas City, MO 64105 816.234.2552, www.commercetrustcompany.com Mariner Wealth Advisors 5700 W. 112th Street, Overland Park, KS 66211 913.904.5700, www.marinerwealthadvisors.com AE Wealth Management 2950 S.W. Mcclure Road, Topeka, KS 66614 866.363.9595, www.smartcouplesresources.com Palmer Square Capital Management 1900 ShawneeMission Pkwy., MissionWoods, KS 66205 816.994.3200, www.palmersquarecap.com Prime Capital Investment Advisors 6201 College Blvd., Overland Park, KS 66211 800.493.6226, www.pciawealth.com FCI Advisors 5901 College Boulevard, Overland Park, KS 66211 1.800.615.2536, www.fciadvisors.com/ Kornitzer Capital Management 5420 W. 61st Pl., Mission, KS 66205 913.677.7778, www.kornitzercapitalmanagement.com Tortoise Capital Advisors 6363 College Blvd., Overland Park, KS 66211 www.tortoiseecofin.com Nuance Investments 4900 Main Street, Kansas City, MO 64112 816.743.7080, www.nuanceinvestments.com Prairie Capital Management Group 4900 Main Street, Kansas City, MO 64112 860.596.8126, www.prairiecapital.com blooom 12433 Antioch, Overland Park, KS 66211 888.446.8416, www.blooom.com FORVIS Wealth Advisors (formerly BKD) 1201 Walnut, Kansas City, MO 64105 816.221.6300, www.forvis.com Frontier Wealth Management 4435 Main Street, Kansas City, MO 64111 816.753.5100, www.frontierwealth.com Retirement Benchmark (Fountainhead Capital) 4600 Madison, Kansas City, MO 64112 866.762.PLAN, www.incomestrategy.com Creativeone Wealth (Change Path) 6330 Sprint Pkwy., Overland Park, KS 66211 888.798.2360, www.benefitwealthpartners.com/ Palmer Square Europe Capital Management 1900 ShawneeMission Pkwy., MissionWoods, KS 66205 816.994.3200 Financial Advisory Service 4747 West 135th Street, Leawood, KS 66224 913.239.2300, www.faskc.com Mariner Platform Solutions 5700 West 112th Street, Overland Park, KS 66211 855.937.0307, www.marinerplatform.com Meritage Portfolio Management 7500 College Blvd., Overland Park, KS 66210 913.345.7000, www.meritageportfolio.com Two West Capital Advisors 10975 Benson Drive, Overland Park, KS 66210 913.825.1722, www.twowestcompanies.com Scout Investments 1201 Walnut St., Kansas City, MO 64106 800.521.1195, www.scoutinv.com Commerce Investment Advisors 1000 Walnut, Kansas City, MO 64105 www.commercefinancialadvisors.com

28. 39.

$67,000,000,000 $62,600,000,000

5,100

$1,509,948,068 $1,157,560,806

17,617

Jeff Isenhauer President/CEO

4. 4.

29. 29.

$55,432,642,278 $34,961,178,869

90,027

$1,431,334,279 $1,309,121,247

4,614

Ryan Costello President

5. 5.

30. 28.

$30,734,496,748 $26,710,949,755

213

$1,267,246,187 $1,112,085,547

435

Steve Palmer President

6. 6.

31. 30.

$19,640,089,134 $12,637,103,953

142,130 David Callanan Co-Founder

$1,252,841,878 $965,167,879

2,076

Tim Shmidl Principal

7. 8.

32. 33.

$17,345,973,894 $13,782,602,899

134

Chris Long CEO

$1,207,116,699 DD

2

George Aylward President/CEO

8. 7.

33. —

$17,312,792,748 $12,483,171,700

12,178

Scott Colangelo Managing Principal Bill Koehler President/CEO

$1,166,458,604 $1,098,007,546

1

Mike Winkel General Manager

9. 9.

34. 31.

$14,471,827,462 $12,404,221,285

13,107

$1,113,007,191 DD

DD

Chris Long CEO

10. 10.

35. —

$7,320,180,191 $7,482,597,861

4,983

John Kornitzer CEO

$1,095,540,288 $848,549,904

1,197

Douglas Ciocca CEO

11. 12.

36. 34.

$7,095,461,456 $6,344,484,208

417

Kevin Birzer Sr. Managing Director Scott Moore President/CEO

$1,072,122,156 $753,463,714

32

Ryan and Terry Anderson Presidents Dennis Lloyd President

12. 14.

37. 38.

$6,660,123,316 $5,949,248,916

790

$1,035,446,086 $811,772,668

58

13. 15.

38. 37.

$6,200,239,508 $6,513,983,686

2,528

Brian Kauffman President/CEO

$1,033,158,432 $832,440,141

888

Jim Mullinix Managing Partner

14. 13.

39. 35.

$5,812,133,526 $5,027,858,085

30,531

Chris Costello CEO

$978,891,479 $831,562,741

2,163

Kathy Stepp, Howard Rothwell, Ken Eaton Chad Battison Founder/Principal

15. 16.

40. 36.

$5,300,000,000 $4,977,813,015

5,550

Steve Toomey President

$934,331,737 $622,394,091

388

16. 17.

41. 42.

$4,102,344,928 $3,662,348,902

6,381

Nick Blasi Managing Principal

$864,414,335 $815,845,493

526

Patrck Krumm Founding Member

17. 18.

42. 32.

$3,468,045,614 $3,004,115,144

12,540

Ryan Costello President

$787,098,024 $665,706,281

676

Ken Green President

18. 19.

43. 40.

$3,241,414,154 $1,972,193,246

17,874

Marty Pfannenstiel President Bill Schuetter President

$780,517,070 $606,488,567

1,927

Bill Keen Founder/CEO

19. 22.

44. 44.

$2,944,239,455 $3,104,190,379

8

$716,595,144 $568,317,927

2,737

James Claibone Founder

20. 20.

45. 45.

$2,710,437,311 DD

6

Chris Long Chairman/CEO

$675,873,718 $549,057,008

3,068

Peter Hughes President/CEO

21. —

46. 48.

$2,411,290,333 $1,881,413,579

4,987

James Dussold Managing Director Jason McElwee Managing Director Mark Eveans President/CEO

$675,000,000 $640,000,000

2,418

Roger Ratzlaff Managing Director Richard Boyer Co-Founder

22. 24.

47. 41.

$2,322,940,437 DD

4,923

$654,822,429 $537,391,026

350

23. —

48. 46.

$2,268,157,551 $1,947,664,710

1,357

$583,747,824 $510,715,273

1,978

Jon McGraw President

24. 21.

49. 49.

$2,079,972,987 $1,715,869,823

394

Marko Ungashick CEO

$146,512,167 $532,361,653

15

John Brandmeyer CEO

25. 25.

50. 47.

List was compiled from data provided through questionnaires and interviews with company personnel and from reports of Assets Under Management made to the Securities and Exchange Commission.

18

I n g r a m ’ s

September 2022

Ingrams.com