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2018-2023 Kansas City Business Journal Top Fee-based Investment Advisors, Presented 10/2023.

Advisers were ranked by local assets under management/advisement as of 6/30/2023. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 44 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

2022 Five Star Wealth Manager Award, created by Five Star Professional.

Presented in 1/2022 based on data gathered within 12 months preceding the issue date. 1,670 advisors were considered, 128 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

2019 Financial Times 401 Retirement Advisers, created by Ignites Research.

Presented in October 2020 for the preceding 12 months. An unknown number of Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

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2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research.

2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here.

2020 Five Star Wealth Manager Award, created by Five Star Professional.

Presented in 1/2020 based on data gathered within 12 months preceding the issue date. 1,579 advisors were considered, 115 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

2017 Five Star Wealth Manager Award, created by Five Star Professional.

Presented in 12/2016 based on data gathered within 12 months preceding the issue date. 952advisors were considered, 212 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

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2024 NAPA Top DC Advisor Teams, created by NAPA.

Presented in March 2024 for the previous year.

 

All NAPA members with over $100 million in defined contribution assets under advisement made the list. 452 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research.

Presented in Oct 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

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