Data / Investment advisers / Missouri / Kansas City
Investment advisers in Kansas City, MO: 36 firms, $380 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
36 investment advisers have their main office in Kansas City, Missouri: 29 SEC registered and 7 exempt reporting. The registered advisers report $380 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is American Century Investment Management Inc with $306 billion.
The request: Every investment adviser in Kansas City, Missouri with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
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- 36Advisers
- 29SEC registered
- 7Exempt reporting
- $380 billionTotal AUM
- 28Advisers over $100 million
- 18Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| American Century Investment Management Inc | Kansas City | $305.98 billion | 719 | 220 | 3 | (816) 531-5575 | adviserinfo.sec.gov | |
| Scout Investments, Inc. | Kansas City | $36.57 billion | 328 | 53 | 3 | (463) 777-3900 | reamsasset.com | adviserinfo.sec.gov |
| Modern Wealth Management, LLC | Kansas City | $10.90 billion | 30,617 | 253 | Not listed | (913) 393-1000 | cjis.online | adviserinfo.sec.gov |
| Prairie Capital Management Group, LLC | Kansas City | $7.13 billion | 1,732 | 47 | 41 | (860) 596-8126 | adviserinfo.sec.gov | |
| Five Elms Capital | Kansas City | $3.12 billion | 23 | 69 | 23 | (913) 953-8960 | fiveelms.com | adviserinfo.sec.gov |
| Commerce Investment Advisors, Inc. | Kansas City | $2.54 billion | 9 | 34 | Not listed | (816) 234-2000 | adviserinfo.sec.gov | |
| American Century Investments Private Client Group, Inc. | Kansas City | $2.33 billion | 6,678 | 105 | Not listed | (816) 531-5575 | adviserinfo.sec.gov | |
| Atwood & Palmer, Inc. | Kansas City | $2.04 billion | 1,362 | 9 | Not listed | (816) 931-2266 | atwoodpalmer.com | adviserinfo.sec.gov |
| Platform Investments, LLC | Kansas City | $1.66 billion | 28 | 38 | 28 | (816) 285-3872 | adviserinfo.sec.gov | |
| Pandi, LLC | Kansas City | $1.38 billion | 115 | 20 | Not listed | (913) 437-9900 | pandikc.com | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | $984.3 million | 257 | 11 | Not listed | (816) 743-7080 | nuanceinvestments.com | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | $659.5 million | 1,573 | 12 | Not listed | (816) 285-9000 | adviserinfo.sec.gov | |
| Ninth Avenue Capital, LP | Kansas City | $536 million | 3 | 10 | 1 | (816) 427-8758 | ninthavenuecapital.com | adviserinfo.sec.gov |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | $452.2 million | 934 | 5 | Not listed | (816) 601-1150 | svwealthadvisors.com | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | $450.2 million | 6 | 44 | 5 | (816) 800-8100 | waterequity.com | adviserinfo.sec.gov |
| CPC Management, LLC | Kansas City | $428 million | 1 | 16 | 1 | (816) 756-2225 | cpc.llc | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | $338.1 million | 677 | 6 | Not listed | (816) 931-5757 | nicholsoncap.com | adviserinfo.sec.gov |
| Mid-American Wealth Advisory Group | Kansas City | $335.6 million | 2,191 | 21 | Not listed | (816) 640-5888 | adviserinfo.sec.gov | |
| Sterneck Capital Management LLC | Kansas City | $327.9 million | 670 | 5 | Not listed | (816) 531-2254 | sterneckcapital.com | adviserinfo.sec.gov |
| 1248 Partners, LLC | Kansas City | $323.4 million | 7 | 4 | 7 | (913) 904-5500 | 1248partners.com | adviserinfo.sec.gov |
| Craft & Sage Wealth | Kansas City | $306.8 million | 1,408 | 11 | Not listed | (816) 436-9939 | adviserinfo.sec.gov | |
| Mader & Shannon Wealth Management | Kansas City | $269.4 million | 863 | 10 | Not listed | (816) 751-0585 | adviserinfo.sec.gov | |
| Baum Capital Partners Management, LLC | Kansas City | $247 million | 2 | 10 | 2 | (816) 283-5200 | baumpartners.com | adviserinfo.sec.gov |
| Sonas Financial Group, Inc. | Kansas City | $149.8 million | 339 | 3 | Not listed | (816) 753-2210 | sonasfinancial.com | adviserinfo.sec.gov |
| Flyover Capital Partners, LLC | Kansas City | $147.6 million | 7 | 8 | 7 | (913) 904-5500 | flyovercapital.com | adviserinfo.sec.gov |
| Diversified Wealth Advisors, LLC | Kansas City | $138 million | 691 | 5 | Not listed | (816) 984-8620 | diversifiedsolutionsllc.com | adviserinfo.sec.gov |
| Divvi Wealth Management | Kansas City | $127.4 million | 725 | 4 | Not listed | (816) 237-8137 | adviserinfo.sec.gov | |
| Ryan Poage & Co. | Kansas City | $114.2 million | 678 | 3 | Not listed | (816) 531-4555 | adviserinfo.sec.gov | |
| UMB Financial Services, Inc. | Kansas City | $5 million | 1 | 55 | Not listed | (816) 842-2222 | umb.com | adviserinfo.sec.gov |
| Kcrise Capital | Kansas City | Not listed | Not listed | Not listed | 3 | (816) 305-1123 | kcrisefund.com | adviserinfo.sec.gov |
| Abstraction Capital Management LLC | Kansas City | Not listed | Not listed | Not listed | 2 | (913) 206-1937 | abstraction.vc | adviserinfo.sec.gov |
| FGC Management Co., LLC | Kansas City | Not listed | Not listed | Not listed | 2 | (816) 225-1982 | adviserinfo.sec.gov | |
| Sky Re Partners, LLC | Kansas City | Not listed | Not listed | Not listed | 2 | (816) 408-0044 | adviserinfo.sec.gov | |
| TGP Investments | Kansas City | Not listed | Not listed | Not listed | 1 | (816) 994-8600 | tgpinvestments.com | adviserinfo.sec.gov |
| TGP Investments, LLC | Kansas City | Not listed | Not listed | Not listed | 1 | (816) 994-8600 | tgpinvestments.com | adviserinfo.sec.gov |
| Ubiquity Management, LLC | Kansas City | Not listed | Not listed | Not listed | 1 | (913) 904-5500 | adviserinfo.sec.gov |
Advisers in Kansas City that manage private funds
18 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Prairie Capital Management Group, LLC | Kansas City | MO | 41 | 5 | 27 | Not listed | Not listed | $1.73 billion | $7.13 billion | adviserinfo.sec.gov |
| Platform Investments, LLC | Kansas City | MO | 28 | Not listed | Not listed | Not listed | 28 | $1.31 billion | $1.66 billion | adviserinfo.sec.gov |
| Five Elms Capital | Kansas City | MO | 23 | Not listed | 23 | Not listed | Not listed | $3.19 billion | $3.12 billion | adviserinfo.sec.gov |
| 1248 Partners, LLC | Kansas City | MO | 7 | Not listed | 7 | Not listed | Not listed | $323.4 million | $323.4 million | adviserinfo.sec.gov |
| Flyover Capital Partners, LLC | Kansas City | MO | 7 | Not listed | 1 | 6 | Not listed | $147.6 million | $147.6 million | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | MO | 5 | Not listed | 5 | Not listed | Not listed | $356.2 million | $450.2 million | adviserinfo.sec.gov |
| American Century Investment Management Inc | Kansas City | MO | 3 | Not listed | Not listed | 3 | Not listed | $150.8 million | $305.98 billion | adviserinfo.sec.gov |
| Scout Investments, Inc. | Kansas City | MO | 3 | 1 | Not listed | Not listed | Not listed | $2.98 billion | $36.57 billion | adviserinfo.sec.gov |
| Kcrise Capital | Kansas City | MO | 3 | Not listed | Not listed | 3 | Not listed | $93.7 million | Not listed | adviserinfo.sec.gov |
| Baum Capital Partners Management, LLC | Kansas City | MO | 2 | Not listed | 2 | Not listed | Not listed | $247 million | $247 million | adviserinfo.sec.gov |
| Abstraction Capital Management LLC | Kansas City | MO | 2 | Not listed | Not listed | 2 | Not listed | $28.1 million | Not listed | adviserinfo.sec.gov |
| FGC Management Co., LLC | Kansas City | MO | 2 | Not listed | Not listed | 2 | Not listed | $120.8 million | Not listed | adviserinfo.sec.gov |
| Sky Re Partners, LLC | Kansas City | MO | 2 | Not listed | Not listed | Not listed | 2 | $90 million | Not listed | adviserinfo.sec.gov |
| Ninth Avenue Capital, LP | Kansas City | MO | 1 | 1 | Not listed | Not listed | Not listed | $536 million | $536 million | adviserinfo.sec.gov |
| CPC Management, LLC | Kansas City | MO | 1 | Not listed | Not listed | Not listed | Not listed | $428 million | $428 million | adviserinfo.sec.gov |
| TGP Investments | Kansas City | MO | 1 | Not listed | 1 | Not listed | Not listed | $25.8 million | Not listed | adviserinfo.sec.gov |
| TGP Investments, LLC | Kansas City | MO | 1 | Not listed | 1 | Not listed | Not listed | $3.9 million | Not listed | adviserinfo.sec.gov |
| Ubiquity Management, LLC | Kansas City | MO | 1 | Not listed | 1 | Not listed | Not listed | $1.8 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Kansas City
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Diversified Wealth Advisors, LLC | Kansas City | MO | September 24, 2026 | $138 million | diversifiedsolutionsllc.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.