2025 Kansas City Business Journal Top Fee-based Investment Advisors, presented September 2025.
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 45 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, click here.
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
2026 NAPA Top DC Advisor Teams, created by NAPA.
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The 2026 award was presented in March 2026 based on self-reported assets as of December 31, 2025. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 373 Advisor teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please click here.
2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research.
Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary.