Clients per advisor for Supported firms in Kansas

In Kansas, supported financial advisory firms tend to have a higher client load per advisor compared to the national median, with a state median of 67 clients per advisor versus the national median of 51. This suggests that Kansas advisors in small teams or with staff support often manage broader client bases, potentially reflecting more structured and scalable service models. With 169 supported firms in the state, clients may find a range of advisory approaches, but generally, advisors here balance efficiency with personalized service by handling moderately larger client rosters than typical supported firms nationally. This dynamic can influence the level of individual attention clients receive.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Preston Investments	Very High 842	2,526	3	4
Encore Wealth Advisors	Very High 437	437	1	4
Polaris Financial, LLC	Very High 426	852	2	2
Yeisley Wealth Solutions, Inc.	Very High 425	425	1	10
Hughes Warren, Inc.	Very High 404	808	2	6
Heritage Asset Management, LLC	Very High 373	746	2	2
R2 Wealth Management Partners	Very High 369	737	2	8
Cobler Capital Management, LLC	Very High 357	714	2	3
Aspire Wealth Management	Very High 302	302	1	12
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Copperline Wealth Management & Planning	Very High 215	430	2	3
Virtus Financial Partners	Very High 201	602	3	6
Adirondack Financial Services Corp	Very High 199	596	3	16
Windle Wealth	Very High 194	388	2	3
MN Wealth Advisors, LLC	Very High 190	571	3	5
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
BCO Wealth Management, LLC	Very High 175	526	3	9
Steady Returns	Very High 168	336	2	3
Paladin Financial	Very High 165	494	3	7
BG Wealth Advisory, LLC	Very High 154	462	3	4
The Perspective Group	Very High 148	295	2	5
Wilkerson Advisory Group LLC	Very High 146	582	4	10
Prosperity Advisers, LLC	Very High 145	289	2	8
Boulder Investment Group	Very High 144	144	1	3
Gibco Capital Advisors	Very High 143	285	2	4
Marstone LLC	Very High 139	139	1	21
Derks Financial, LLC	Very High 138	275	2	2
MRM Group	Very High 136	136	1	3
Lakeshore Wealth Management LLC	Very High 136	407	3	3
Advisifi LLC	Very High 133	133	1	6
Truenorth Wealth & Impact, LLC	Very High 132	395	3	5
Garnett Investment Strategies	Very High 131	262	2	5
ProActive Capital Management, Inc.	Very High 131	261	2	3
Nicholson Meyer Capital Management, Inc.	Very High 131	261	2	6
RS Asset Management, LLC	Very High 126	251	2	2
Diversified Wealth Advisors, LLC	Very High 125	375	3	5
StewardRight	Very High 119	358	3	3
Berkeley Capital Management, LLC	Very High 118	354	3	5
Cornerstone Advisors	Very High 116	464	4	4
Your Private Client Group, Inc.	Very High 113	225	2	2
Garner Asset Management Corporation	Very High 112	112	1	2
Turner Capital Investments, LLC	Very High 111	333	3	4
Tranquilli Financial Advisor, LLC	Very High 111	221	2	2
ETF Portfolio Partners, Inc.	Very High 107	429	4	8
Boyle Capital	High 105	418	4	5
FamilyWealth Asset Management	High 103	413	4	4
Walker Asset Management, LLC	High 98	195	2	4
VCP Financial LLC	High 96	385	4	5
Stewardship Capital	High 96	385	4	5
Elevation Advisory Partners LLC	High 95	378	4	5
Sarver Vrooman Wealth Advisors LLC	High 93	371	4	5
Everest Wealth Management	High 91	91	1	2
TJT Capital Group, LLC	High 91	181	2	4
Hiley Hunt Wealth Management, Inc.	High 88	265	3	3
RCA Wealth Strategies LLC	High 87	262	3	3
MOKAN Wealth Management	High 87	173	2	4
Perspective Advisors, LLC	High 86	172	2	3
Core Partners	High 85	254	3	3
Angell Capital Management, LLC	High 85	169	2	2
Midwest Heritage Financial Advisors	High 84	334	4	6
Launch Wealth	High 82	164	2	3
Next Generation Investing, LLC	High 82	245	3	3
Investable	High 81	81	1	4
Nova R Wealth, Inc.	High 81	323	4	8
Eastover Capital Management	High 81	242	3	4
Gentry Private Wealth	High 80	241	3	8
Balanced Financial Planning, Inc.	High 80	80	1	3
IQVestment, LLC	High 78	235	3	5
Legacy Advisory Limited Company	High 78	156	2	3
Copperleaf Capital, LLC	High 74	297	4	7
First Investment Corporation	High 74	221	3	3
Generations Wealth Design	High 74	147	2	4
Legacy Investment Partners, LLC	High 72	216	3	4
World Class Unlimited, Inc.	High 72	143	2	2
Douglass Investment Group	High 71	142	2	3
McAllister Capital Management	High 70	210	3	3
North Fork Financial, LLC	High 68	136	2	5
Strategic Asset Management, LLC	High 68	135	2	2
Leibman Financial Servces, Inc.	High 68	270	4	4
Barden Capital Management, Inc.	High 67	202	3	3
Luken Investment Analytics, LLC	High 67	267	4	6
Delta Wealth Solutions, LLC	High 67	133	2	2
Legacy Map Design, LLC	High 66	131	2	2
Index Wealth Advisors, LLC	High 65	129	2	2
Ryan Poage & Co.	High 64	191	3	3
Nvest Advisors, LLC	Typical 63	189	3	3
Sphinx Investments LLC	Typical 63	125	2	3
Sterneck Capital Management LLC	Typical 62	249	4	5
American Financial Management, Ltd.	Typical 62	124	2	2
Moralis Technologies, LLC	Typical 60	60	1	13
Mench Financial Inc	Typical 58	175	3	4
Dogwood Wealth Management, LLC	Typical 58	233	4	6
Denali Financial Group, LLC	Typical 57	57	1	3
Wealth Management Solutions	Typical 56	168	3	3
Konza Global Wealth Group	Typical 56	112	2	2
Equitta Advisors LLC	Typical 55	109	2	2
Optima Capital Management	Typical 54	215	4	4
Lashley Wealth Management	Typical 53	53	1	3
Sonas Financial Group, Inc.	Typical 53	105	2	3
Wilshire-Pennington Group, Inc.	Typical 52	103	2	2
Sapphire Wealth Planning LLC	Typical 50	100	2	2
Tax Favored Retirement	Typical 50	149	3	3
Divvi Wealth Management	Typical 49	197	4	4
Beyond Wealth	Typical 49	147	3	4
Insight Investment Advisers LLC	Typical 48	145	3	5
Rise Retirement, LLC	Typical 48	96	2	2
White Sand Wealth Management	Typical 47	188	4	7
Iron Horse Financial Services LLC	Typical 47	140	3	3
Yukon Wealth Management, Inc.	Typical 46	91	2	4
Collaborative Portfolio Management	Typical 46	182	4	4
L & M Wealth Management and Retirement Solutions, LLC	Typical 45	136	3	3
Mooberry Financial Management, LLC	Typical 45	45	1	6
Financial Design Studio, Inc.	Typical 45	134	3	4
Storyone Family Office	Typical 44	132	3	8
Providence Financial Advisors, LLC	Typical 44	175	4	5
Snider Talbot Financial Planning LLC	Typical 43	170	4	4
Schwantes Financial, LLC	Typical 42	84	2	2
Clearpath Wealth Management, L.C.	Typical 41	165	4	4
Curtis Capital Advisors	Typical 41	82	2	2
Priority Financial Partners	Low 40	80	2	4
Greystone Capital Partners Group LLC	Low 39	157	4	4
Mission Financial Planning, Inc.	Low 39	117	3	3
FinanciaLife Outfitters LLC	Low 39	77	2	2
Datalign	Low 38	38	1	20
Mike Wolters & Associates, Ltd.	Low 37	74	2	3
Mercury Capital Management, Inc.	Low 36	72	2	2
Tessara Wealth	Low 36	143	4	6
Evergreen Wealth Advisors	Low 36	142	4	18
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Aspen Wealth Management, Inc.	Low 34	102	3	3
Fiduciary Trust Private Wealth Counsel LLC	Low 34	67	2	3
Oak Road Wealth Management	Low 33	100	3	3
Trinity Capital Management, LLC	Low 33	65	2	2
Schnell Financial Group, LLC	Low 30	89	3	4
Family Legacy Advisors, LLC	Low 29	116	4	4
ViaWealth, LLC	Low 29	86	3	4
Fern Financial Group, LLC	Low 26	77	3	3
Redstone Advisors Inc	Low 25	98	4	6
Financial Avenues	Low 24	94	4	4
K2 Wealth Management LLC	Low 23	70	3	4
EVP Capital Advisors, LLC	Low 23	46	2	2
Twin Robins Capital	Low 23	45	2	2
Retirement Resources Inc.	Low 22	44	2	2
Freedom Value Partners, LLC	Low 22	43	2	2
Fiduciary Capital Management LLC	Very Low 20	40	2	12
Next Bloom Wealth	Very Low 19	37	2	2
Widener & Asher Asset Management LLC	Very Low 18	35	2	2
Black Capital Management, LLC	Very Low 16	48	3	3
Gaughan & Connealy Wealth Management, LLC	Very Low 15	30	2	2
Foundation Wealth Planning	Very Low 14	27	2	2
Pollux Wealth Management	Very Low 13	40	3	3
Innovation Partners LLC	Very Low 13	26	2	305
Voyage Wealth Management LLC	Very Low 13	25	2	2
10Elms LLP	Very Low 12	37	3	5
Blazing Star Financial	Very Low 11	22	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Professional Asset Management, Inc	Very Low 10	20	2	2
Marketocracy Masters Capital Management LLC	Very Low 6	18	3	7
BLDR Wealth LLC	Very Low 5	15	3	3
Midwest Wealth Management Inc	Very Low 5	10	2	2
Investment Consulting Services, LLC	Very Low 3	6	2	3
First American Financial Advisors, Inc.	Very Low 3	11	4	4
Financial Benefits, Inc.	Very Low 2	6	3	3
Five8 Financial LLC	Very Low 1	2	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
M3Sixty Capital, LLC	Very Low 1	3	3	6

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Clients per advisor for Supported firms serving clients in Kansas