The Power Book 2023
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
$2,079,972,987 $1,715,869,823
394
Marko Ungashick CEO
1. 2.
Creative Planning 5454 W. 110th Street, Overland Park, KS 66211 866.909.5148, www.creativeplanning.com
26. 25.
Two West Capital Advisors 10975 Benson Drive, Overland Park, KS 66210 913.825.1722, www.twowestcompanies.com 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 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 Five Elms Capital 4801 Main St., Kansas City, MO 64112 913.953.8960, www.fiveelms.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
$1,800,188,147 $1,504,174,956
8,228
Dean Barber President
2. 1.
American Century Investments 4400 Main, Kansas City, MO 64111 www.americancentury.com
27. 26.
$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
$1,784,753,771 $1,480,905,623
4,164
Brett Lange/ Thomas Blumer Managing Partners
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/ RPS Financial Services 5251 W. 116th Place, Ste. 300, Leawood, KS 66211 913.676.8001, www.leawood-ks.nm.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 FAS Wealth Partners (formerly 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 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. 27.
$67,000,000,000 $62,600,000,000
5,100
$1,612,601,780 $682,244,739
16
Fred Coulson CEO
4. 4.
29. 39.
$55,432,642,278 $34,961,178,869
90,027
$1,509,948,068 $1,157,560,806
17,617
Jeff Isenhauer President/CEO
5. 5.
30. 29.
$30,734,496,748 $26,710,949,755
213
$1,431,334,279 $1,309,121,247
4,614
Ryan Costello President
6. 6.
31. 28.
$19,640,089,134 $12,637,103,953
142,130 David Callanan Co-Founder
$1,267,246,187 $1,112,085,547
435
Steve Palmer President
7. 8.
32. 30.
$17,345,973,894 $13,782,602,899
134
Chris Long CEO
$1,252,841,878 $965,167,879
2,076
Tim Shmidl Principal
8. 7.
33. 33.
$17,312,792,748 $12,483,171,700
12,178
Scott Colangelo Managing Principal Bill Koehler President/CEO
$1,207,116,699 DD
2
George Aylward President/CEO
9. 9.
34. —
$14,471,827,462 $12,404,221,285
13,107
$1,166,458,604 $1,098,007,546
1
Mike Winkel General Manager
10. 10.
35. 31.
$12,075,000,000 DD
86,500
R. Philip Sarnecki Chairman, Managing Partner
$1,113,007,191 DD
DD
Chris Long CEO
11. —
36. —
$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
12. 12.
37. 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
13. 14.
38. 38.
$6,660,123,316 $5,949,248,916
790
$1,035,446,086 $811,772,668
58
14. 15.
39. 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
15. 13.
40. 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
16. 16.
41. 36.
$5,300,000,000 $4,977,813,015
5,550
Steve Toomey President
$934,331,737 $622,394,091
388
17. 17.
42. 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
18. 18.
43. 32.
$3,468,045,614 $3,004,115,144
12,540
Ryan Costello President
$787,098,024 $665,706,281
676
Ken Green President
19. 19.
44. 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
20. 22.
45. 44.
$2,944,239,455 $3,104,190,379
8
$716,595,144 $568,317,927
2,737
James Claibone Founder
21. 20.
46. 45.
$2,710,437,311 DD
6
Chris Long Chairman/CEO
$675,873,718 $549,057,008
3,068
Peter Hughes President/CEO
22. —
47. 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
23. 24.
48. 41.
$2,322,940,437 DD
4,923
$654,822,429 $537,391,026
350
24. —
49. 46.
$2,268,157,551 $1,947,664,710
1,357
$583,747,824 $510,715,273
1,978
Jon McGraw President
25. 21.
50. 49.
Buttonwood Financial Group 3013 Main St., Kansas City, MO 64108 816.285.9000, www.buttonwoodfg.com
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. Rankings updated with additional submissions after original publication.
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