Clients per advisor for Independent firms serving clients in Kansas

In Kansas, independent financial advisors tend to serve more clients per advisor than the typical national independent firm. With 105 independent firms and a median of 39 clients per advisor—higher than the national median of 26—Kansas advisors may balance personalized service with a somewhat larger client base. This suggests many Kansas advisors have moved beyond the early startup phase but still maintain manageable client loads that allow for meaningful relationships. For consumers, this indicates a market where advisors might offer a blend of attentive service without the very low client counts often seen in newer or intentionally small independent practices.

Independent firms nationally 9,196 firms
Very Low 3-9 per advisor
Low 9-20
Typical 20-35
High 35-65
Very High 65-140
5th 20th 40th 60th 80th 95th

Median: 26

Firm
Client/advisor ratio
Clients
Advisors
Staff
Don Brown - Investment Advisor, LLC
Very Low 4
4
1
1
Hill-Top Financial Planning, LLC logo Hill-Top Financial Planning, LLC
Very Low 6
6
1
1
Fiduciary Standard, LLC
Very Low 6
6
1
1
Avant Wealth Management, LLC logo Avant Wealth Management, LLC
Very Low 7
7
1
1
Weatherby Capital, LLC logo Weatherby Capital, LLC
Very Low 7
7
1
1
GBKS LLC logo GBKS LLC
Very Low 7
7
1
1
SBL Investment Advisors, LLC
Very Low 7
7
1
1
Bateman Capital Management, Inc. logo Bateman Capital Management, Inc.
Very Low 8
8
1
1
Tradewinds Investment Advisors, LLC
Very Low 8
8
1
1
Kyso Financial logo Kyso Financial
Very Low 9
9
1
1
Planning Trail Investments, LLC logo Planning Trail Investments, LLC
Very Low 9
9
1
1
KONZA Capital Advisors
Low 10
10
1
1
Weaver Financial logo Weaver Financial
Low 12
12
1
1
Penta Investment Counsel LLC logo Penta Investment Counsel LLC
Low 12
12
1
1
Jcm Capital Management logo Jcm Capital Management
Low 12
12
1
1
Stewardship Wealth Management logo Stewardship Wealth Management
Low 12
12
1
1
Coordinated Financial Management
Low 12
12
1
1
Dynamic Wealth LLC logo Dynamic Wealth LLC
Low 13
13
1
1
Zolton Wealth
Low 14
14
1
1
R L Capital, LLC logo R L Capital, LLC
Low 14
14
1
1
Adaptive Advisory, LLC logo Adaptive Advisory, LLC
Low 16
16
1
1
Grand Street Advisors, LLC
Low 16
16
1
1
Satya Investment Management, LLC
Low 16
16
1
1
MSM Financial, LLC logo MSM Financial, LLC
Low 16
16
1
1
Tower Financial Strategies Corp.
Low 17
17
1
1
Clear Springs Wealth logo Clear Springs Wealth
Low 18
18
1
1
Atomic Planning LLC logo Atomic Planning LLC
Low 18
18
1
1
Oread Wealth Partners logo Oread Wealth Partners
Low 20
20
1
1
Kompass Financial Advisors, Inc. logo Kompass Financial Advisors, Inc.
Typical 21
21
1
1
Monarch Wealth Management, LLC
Typical 22
22
1
1
VIP Advisors LLC logo VIP Advisors LLC
Typical 23
23
1
1
Crossroads Asset Management LLC
Typical 24
24
1
1
Challenge Everything Financial LLC logo Challenge Everything Financial LLC
Typical 25
25
1
1
Legacy Wealth Planning, LLC logo Legacy Wealth Planning, LLC
Typical 25
25
1
2
Golden Guidance LLC logo Golden Guidance LLC
Typical 27
27
1
1
Artisan Financial Planning logo Artisan Financial Planning
Typical 28
28
1
1
3rd Level Wealth logo 3rd Level Wealth
Typical 28
28
1
1
Coplanning Financial LLC logo Coplanning Financial LLC
Typical 28
28
1
1
Maclura Investments logo Maclura Investments
Typical 29
29
1
1
No Coast Financial Group logo No Coast Financial Group
Typical 30
30
1
1
Nasche Asset Management LLC
Typical 30
30
1
1
Main Street Investments logo Main Street Investments
Typical 30
30
1
1
Financial Management Consultants LLC logo Financial Management Consultants LLC
Typical 30
30
1
1
Kaylin Dillon Financial Planning logo Kaylin Dillon Financial Planning
Typical 34
34
1
1
Tomassi Financial Planning, LLC logo Tomassi Financial Planning, LLC
Typical 34
34
1
1
Design Asset Management, LLC
Typical 35
35
1
1
Retirement Roots Wealth Management LLC logo Retirement Roots Wealth Management LLC
Typical 35
35
1
1
Miros Wealth LLC logo Miros Wealth LLC
High 36
36
1
2
State Line Wealth Management
High 38
38
1
1
Wealth Management Consultants, LLC logo Wealth Management Consultants, LLC
High 38
38
1
1
Trek Wealth Planning logo Trek Wealth Planning
High 39
39
1
1
Access Capital, LLC logo Access Capital, LLC
High 39
39
1
2
Your Financial Partnership logo Your Financial Partnership
High 39
39
1
1
Penn Wealth Management logo Penn Wealth Management
High 40
40
1
1
Farrecian Investments Inc logo Farrecian Investments Inc
High 43
43
1
1
Ryan Smith Financial Services
High 43
43
1
1
Roadmap Wealth Management LLC logo Roadmap Wealth Management LLC
High 44
44
1
1
Summit Wealth LLC
High 47
47
1
1
Sterling Advisory Group LLC logo Sterling Advisory Group LLC
High 49
49
1
1
Guidepost Financial Planning, LLC logo Guidepost Financial Planning, LLC
High 52
52
1
1
Longview Advisors, LLC logo Longview Advisors, LLC
High 55
55
1
1
Davis Financial Management, Inc. logo Davis Financial Management, Inc.
High 56
56
1
1
QED Wealth Solutions logo QED Wealth Solutions
High 57
57
1
1
AtlanticMidwest Investment Research, LLC logo AtlanticMidwest Investment Research, LLC
High 58
58
1
1
Prairie Ridge Asset Management, LLC logo Prairie Ridge Asset Management, LLC
High 58
58
1
1
Flattery Wealth Management LLC logo Flattery Wealth Management LLC
High 58
58
1
1
Comprehensive Wealth Planning, LLC logo Comprehensive Wealth Planning, LLC
High 60
60
1
1
NextGen Wealth logo NextGen Wealth
High 61
61
1
1
Chladek Wealth Management, LLC logo Chladek Wealth Management, LLC
High 63
63
1
1
Pioneer Financial Advisors logo Pioneer Financial Advisors
High 64
64
1
1
Fire Wealth Management, LLC logo Fire Wealth Management, LLC
High 65
65
1
1
Focal Point Financial Group logo Focal Point Financial Group
Very High 68
68
1
1
Kedrec LLC logo Kedrec LLC
Very High 69
69
1
1
Proactive Planning Wealth Advisory logo Proactive Planning Wealth Advisory
Very High 69
69
1
1
Sound Investments Inc. logo Sound Investments Inc.
Very High 70
70
1
1
Financial Planning Partners
Very High 71
71
1
1
Zenith Financial Planning Inc logo Zenith Financial Planning Inc
Very High 72
72
1
1
American Freedom Investments, LLC logo American Freedom Investments, LLC
Very High 73
73
1
1
Glass Lakes Capital Management LLC logo Glass Lakes Capital Management LLC
Very High 75
75
1
1
Wichita Wealth Management, LLC logo Wichita Wealth Management, LLC
Very High 76
76
1
2
Irish Capital LLC logo Irish Capital LLC
Very High 78
78
1
1
McCarty Wealth logo McCarty Wealth
Very High 85
85
1
1
Capital-E-Advisors logo Capital-E-Advisors
Very High 87
87
1
1
Gary M. Martinez
Very High 88
88
1
1
Bullseye Investment Group logo Bullseye Investment Group
Very High 89
89
1
1
KDWALLSTREET Investment Advisor LLC
Very High 91
91
1
2
Beacon Financial Advisors, LLC logo Beacon Financial Advisors, LLC
Very High 94
94
1
1
Virtual Investment Planning LLC logo Virtual Investment Planning LLC
Very High 102
102
1
2
Signal Research Group LLC logo Signal Research Group LLC
Very High 104
104
1
2
Kansas City Private Wealth Management, LLC logo Kansas City Private Wealth Management, LLC
Very High 107
107
1
1
Overland Park Wealth Management LLC logo Overland Park Wealth Management LLC
Very High 108
108
1
1
Harper Financial Strategies, LLC logo Harper Financial Strategies, LLC
Very High 111
111
1
2
VZD Capital Management LLC logo VZD Capital Management LLC
Very High 112
112
1
2
Mottet Wealth logo Mottet Wealth
Very High 130
130
1
1
Applied Financial Wisdom logo Applied Financial Wisdom
Very High 151
151
1
1
Tax Advantage Advisors, Inc. logo Tax Advantage Advisors, Inc.
Very High 151
151
1
1
Maciel Wealth Management logo Maciel Wealth Management
Very High 170
170
1
1
Heritage Financial Solutions, LLC logo Heritage Financial Solutions, LLC
Very High 171
171
1
2
Heartland Wealth Strategies LLC logo Heartland Wealth Strategies LLC
Very High 174
174
1
1
Wealth Partners Corporation logo Wealth Partners Corporation
Very High 175
175
1
1
Thoughtful Money LLC logo Thoughtful Money LLC
Very High 187
187
1
1
Retirement Planning Specialists - Midwest, LLC logo Retirement Planning Specialists - Midwest, LLC
Very High 200
200
1
1
DSM Financial L.L.C. logo DSM Financial L.L.C.
Very High 200
200
1
1
Buellesfeld Financial Services, Inc. logo Buellesfeld Financial Services, Inc.
Very High 229
229
1
1
LendingRobot logo LendingRobot
Very High 609
609
1
2
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