2020 - 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research.
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Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47
2024 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2024.
Advisers were ranked by local assets under management/advisement as of July 2024. 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 41 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.
2025 NAPA Top DC Advisor Teams, created by NAPA.
Presented in March 2025 based on self-reported assets as of December 31, 2024.
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All NAPA members with over $100 million in defined contribution assets under advisement made the list. Over 430 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.