Skip to the page

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.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
American Century Investment Management IncKansas City$305.98 billion7192203(816) 531-5575adviserinfo.sec.gov
Scout Investments, Inc.Kansas City$36.57 billion328533(463) 777-3900reamsasset.comadviserinfo.sec.gov
Modern Wealth Management, LLCKansas City$10.90 billion30,617253Not listed(913) 393-1000cjis.onlineadviserinfo.sec.gov
Prairie Capital Management Group, LLCKansas City$7.13 billion1,7324741(860) 596-8126adviserinfo.sec.gov
Five Elms CapitalKansas City$3.12 billion236923(913) 953-8960fiveelms.comadviserinfo.sec.gov
Commerce Investment Advisors, Inc.Kansas City$2.54 billion934Not listed(816) 234-2000adviserinfo.sec.gov
American Century Investments Private Client Group, Inc.Kansas City$2.33 billion6,678105Not listed(816) 531-5575adviserinfo.sec.gov
Atwood & Palmer, Inc.Kansas City$2.04 billion1,3629Not listed(816) 931-2266atwoodpalmer.comadviserinfo.sec.gov
Platform Investments, LLCKansas City$1.66 billion283828(816) 285-3872adviserinfo.sec.gov
Pandi, LLCKansas City$1.38 billion11520Not listed(913) 437-9900pandikc.comadviserinfo.sec.gov
Nuance Investments, LLCKansas City$984.3 million25711Not listed(816) 743-7080nuanceinvestments.comadviserinfo.sec.gov
Buttonwood Financial Group, LLCKansas City$659.5 million1,57312Not listed(816) 285-9000adviserinfo.sec.gov
Ninth Avenue Capital, LPKansas City$536 million3101(816) 427-8758ninthavenuecapital.comadviserinfo.sec.gov
Sarver Vrooman Wealth Advisors LLCKansas City$452.2 million9345Not listed(816) 601-1150svwealthadvisors.comadviserinfo.sec.gov
Waterequity LLCKansas City$450.2 million6445(816) 800-8100waterequity.comadviserinfo.sec.gov
CPC Management, LLCKansas City$428 million1161(816) 756-2225cpc.llcadviserinfo.sec.gov
Nicholson Meyer Capital Management, Inc.Kansas City$338.1 million6776Not listed(816) 931-5757nicholsoncap.comadviserinfo.sec.gov
Mid-American Wealth Advisory GroupKansas City$335.6 million2,19121Not listed(816) 640-5888adviserinfo.sec.gov
Sterneck Capital Management LLCKansas City$327.9 million6705Not listed(816) 531-2254sterneckcapital.comadviserinfo.sec.gov
1248 Partners, LLCKansas City$323.4 million747(913) 904-55001248partners.comadviserinfo.sec.gov
Craft & Sage WealthKansas City$306.8 million1,40811Not listed(816) 436-9939adviserinfo.sec.gov
Mader & Shannon Wealth ManagementKansas City$269.4 million86310Not listed(816) 751-0585adviserinfo.sec.gov
Baum Capital Partners Management, LLCKansas City$247 million2102(816) 283-5200baumpartners.comadviserinfo.sec.gov
Sonas Financial Group, Inc.Kansas City$149.8 million3393Not listed(816) 753-2210sonasfinancial.comadviserinfo.sec.gov
Flyover Capital Partners, LLCKansas City$147.6 million787(913) 904-5500flyovercapital.comadviserinfo.sec.gov
Diversified Wealth Advisors, LLCKansas City$138 million6915Not listed(816) 984-8620diversifiedsolutionsllc.comadviserinfo.sec.gov
Divvi Wealth ManagementKansas City$127.4 million7254Not listed(816) 237-8137adviserinfo.sec.gov
Ryan Poage & Co.Kansas City$114.2 million6783Not listed(816) 531-4555adviserinfo.sec.gov
UMB Financial Services, Inc.Kansas City$5 million155Not listed(816) 842-2222umb.comadviserinfo.sec.gov
Kcrise CapitalKansas CityNot listedNot listedNot listed3(816) 305-1123kcrisefund.comadviserinfo.sec.gov
Abstraction Capital Management LLCKansas CityNot listedNot listedNot listed2(913) 206-1937abstraction.vcadviserinfo.sec.gov
FGC Management Co., LLCKansas CityNot listedNot listedNot listed2(816) 225-1982adviserinfo.sec.gov
Sky Re Partners, LLCKansas CityNot listedNot listedNot listed2(816) 408-0044adviserinfo.sec.gov
TGP InvestmentsKansas CityNot listedNot listedNot listed1(816) 994-8600tgpinvestments.comadviserinfo.sec.gov
TGP Investments, LLCKansas CityNot listedNot listedNot listed1(816) 994-8600tgpinvestments.comadviserinfo.sec.gov
Ubiquity Management, LLCKansas CityNot listedNot listedNot listed1(913) 904-5500adviserinfo.sec.gov

Advisers in Kansas City that manage private funds

18 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Prairie Capital Management Group, LLCKansas CityMO41527Not listedNot listed$1.73 billion$7.13 billionadviserinfo.sec.gov
Platform Investments, LLCKansas CityMO28Not listedNot listedNot listed28$1.31 billion$1.66 billionadviserinfo.sec.gov
Five Elms CapitalKansas CityMO23Not listed23Not listedNot listed$3.19 billion$3.12 billionadviserinfo.sec.gov
1248 Partners, LLCKansas CityMO7Not listed7Not listedNot listed$323.4 million$323.4 millionadviserinfo.sec.gov
Flyover Capital Partners, LLCKansas CityMO7Not listed16Not listed$147.6 million$147.6 millionadviserinfo.sec.gov
Waterequity LLCKansas CityMO5Not listed5Not listedNot listed$356.2 million$450.2 millionadviserinfo.sec.gov
American Century Investment Management IncKansas CityMO3Not listedNot listed3Not listed$150.8 million$305.98 billionadviserinfo.sec.gov
Scout Investments, Inc.Kansas CityMO31Not listedNot listedNot listed$2.98 billion$36.57 billionadviserinfo.sec.gov
Kcrise CapitalKansas CityMO3Not listedNot listed3Not listed$93.7 millionNot listedadviserinfo.sec.gov
Baum Capital Partners Management, LLCKansas CityMO2Not listed2Not listedNot listed$247 million$247 millionadviserinfo.sec.gov
Abstraction Capital Management LLCKansas CityMO2Not listedNot listed2Not listed$28.1 millionNot listedadviserinfo.sec.gov
FGC Management Co., LLCKansas CityMO2Not listedNot listed2Not listed$120.8 millionNot listedadviserinfo.sec.gov
Sky Re Partners, LLCKansas CityMO2Not listedNot listedNot listed2$90 millionNot listedadviserinfo.sec.gov
Ninth Avenue Capital, LPKansas CityMO11Not listedNot listedNot listed$536 million$536 millionadviserinfo.sec.gov
CPC Management, LLCKansas CityMO1Not listedNot listedNot listedNot listed$428 million$428 millionadviserinfo.sec.gov
TGP InvestmentsKansas CityMO1Not listed1Not listedNot listed$25.8 millionNot listedadviserinfo.sec.gov
TGP Investments, LLCKansas CityMO1Not listed1Not listedNot listed$3.9 millionNot listedadviserinfo.sec.gov
Ubiquity Management, LLCKansas CityMO1Not listed1Not listedNot listed$1.8 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Kansas City

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Diversified Wealth Advisors, LLCKansas CityMOSeptember 24, 2026$138 milliondiversifiedsolutionsllc.comadviserinfo.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.