Clients per advisor for Supported firms serving clients in Kansas

Most financial advisors serve between 50 and 90 clients, though this number can vary widely depending on the firm’s size, client focus, and service approach. The number of clients per advisor offers insight into how an advisor manages their workload and the kind of experience you might expect—whether it’s highly personalized or more streamlined and scalable.

In Kansas, supported firms—those with 1 to 4 advisors or managing over $200 million in assets—have a median of 48 clients per advisor, slightly above the national median of 45. This suggests that advisors in Kansas typically handle a client load consistent with established practices that balance growth and personalized service. The distribution ranges from as few as 1 client to over 210, indicating a mix of firms: some may be early-stage or intentionally small to offer highly individualized attention, while others operate more efficiently with larger client bases. This variety reflects different business models and client service philosophies within the state.

What this means for you is that there is no single “right” number of clients per advisor. Lower client counts often signal more personalized, relationship-driven service, while higher counts may indicate a more structured, scalable approach that could come with lower minimums or fees. Use this metric alongside others to find an advisor whose style and capacity align with your preferences and needs. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.

Supported firms active in Kansas 133 firms
Very Low 1-23 per advisor
Low 23-39
Typical 39-57
High 57-85
Very High 85-213
5th 20th 40th 60th 80th 95th

Median: 48

Firm
Clients/advisor
Clients
Advisors in USA
Advisors in KS
Buffalo Run Wealth Advisors LLC
Very Low 0
—
2
2
Heritage First Wealth Management, LLC logo Heritage First Wealth Management, LLC
Very Low 0
—
2
—
Latticework Investment Management logo Latticework Investment Management
Very Low 0
—
2
2
Maple Grove Wealth logo Maple Grove Wealth
Very Low 0
—
2
1
Money & Clarity logo Money & Clarity
Very Low 0
—
3
—
Titan Wealth Advisory, LLC
Very Low 0
—
2
2
T & M Financial Inc. logo T & M Financial Inc.
Very Low 0
—
3
3
Five8 Financial LLC logo Five8 Financial LLC
Very Low 1
2
2
—
M3Sixty Capital, LLC logo M3Sixty Capital, LLC
Very Low 1
3
3
2
Central States Capital Markets, LLC logo Central States Capital Markets, LLC
Very Low 1
6
4
3
Financial Benefits, Inc. logo Financial Benefits, Inc.
Very Low 2
6
3
3
First American Financial Advisors, Inc.
Very Low 2
11
4
2
Investment Consulting Services, LLC logo Investment Consulting Services, LLC
Very Low 3
6
2
1
BLDR Wealth LLC logo BLDR Wealth LLC
Very Low 5
15
3
3
Midwest Wealth Management Inc logo Midwest Wealth Management Inc
Very Low 5
10
2
2
Professional Asset Management, Inc
Very Low 10
20
2
2
Blazing Star Financial logo Blazing Star Financial
Very Low 11
22
2
2
Voyage Wealth Management LLC logo Voyage Wealth Management LLC
Very Low 12
25
2
2
Sunnybranch Wealth LLC logo Sunnybranch Wealth LLC
Very Low 13
27
2
—
Gaughan & Connealy Wealth Management, LLC
Very Low 15
30
2
2
Retirement Resources Inc. logo Retirement Resources Inc.
Very Low 15
30
2
2
Black Capital Management, LLC logo Black Capital Management, LLC
Very Low 16
48
3
—
Widener & Asher Asset Management LLC logo Widener & Asher Asset Management LLC
Very Low 17
35
2
2
Next Bloom Wealth
Very Low 18
37
2
—
Pollux Wealth Management logo Pollux Wealth Management
Very Low 20
40
2
2
Freedom Value Partners, LLC logo Freedom Value Partners, LLC
Very Low 21
42
2
2
Twin Robins Capital logo Twin Robins Capital
Low 22
45
2
—
EVP Capital Advisors, LLC logo EVP Capital Advisors, LLC
Low 23
46
2
2
Kedrec LLC logo Kedrec LLC
Low 23
69
3
3
Proactive Planning Wealth Advisory logo Proactive Planning Wealth Advisory
Low 23
69
3
3
K2 Wealth Management LLC logo K2 Wealth Management LLC
Low 23
70
3
—
Financial Avenues logo Financial Avenues
Low 23
94
4
—
ViaWealth, LLC logo ViaWealth, LLC
Low 28
86
3
2
Family Legacy Advisors, LLC logo Family Legacy Advisors, LLC
Low 29
116
4
4
Schnell Financial Group, LLC logo Schnell Financial Group, LLC
Low 30
91
3
—
Tushaus Wealth Management logo Tushaus Wealth Management
Low 30
122
4
—
Trinity Capital Management, LLC
Low 32
65
2
2
Storyone Family Office logo Storyone Family Office
Low 33
132
4
4
Oak Road Wealth Management logo Oak Road Wealth Management
Low 33
100
3
—
Fiduciary Trust Private Wealth Counsel LLC logo Fiduciary Trust Private Wealth Counsel LLC
Low 33
67
2
1
Aspen Wealth Management, Inc. logo Aspen Wealth Management, Inc.
Low 34
102
3
3
Iron Horse Financial Services LLC logo Iron Horse Financial Services LLC
Low 35
140
4
4
Private Wealth Consulting, LLC logo Private Wealth Consulting, LLC
Low 35
140
4
—
Mercury Capital Management, Inc.
Low 36
72
2
1
Insight Investment Advisers LLC logo Insight Investment Advisers LLC
Low 36
145
4
3
Mike Wolters & Associates, Ltd.
Low 37
74
2
—
Fern Financial Group, LLC logo Fern Financial Group, LLC
Typical 38
77
2
1
FinanciaLife Outfitters LLC logo FinanciaLife Outfitters LLC
Typical 38
77
2
2
Mission Financial Planning, Inc. logo Mission Financial Planning, Inc.
Typical 39
117
3
2
Greystone Capital Partners Group LLC logo Greystone Capital Partners Group LLC
Typical 39
157
4
—
Priority Financial Partners logo Priority Financial Partners
Typical 40
80
2
1
Curtis Capital Advisors logo Curtis Capital Advisors
Typical 41
82
2
2
Schwantes Financial, LLC logo Schwantes Financial, LLC
Typical 42
84
2
2
Snider Talbot Financial Planning LLC logo Snider Talbot Financial Planning LLC
Typical 42
170
4
—
Providence Financial Advisors, LLC logo Providence Financial Advisors, LLC
Typical 43
175
4
4
Financial Design Studio, Inc. logo Financial Design Studio, Inc.
Typical 44
134
3
—
Mooberry Financial Management, LLC
Typical 45
45
1
1
Collaborative Portfolio Management logo Collaborative Portfolio Management
Typical 45
182
4
4
Yukon Wealth Management, Inc. logo Yukon Wealth Management, Inc.
Typical 45
91
2
2
Tessara Wealth logo Tessara Wealth
Typical 47
143
3
1
Rise Retirement, LLC logo Rise Retirement, LLC
Typical 48
96
2
—
Beyond Wealth logo Beyond Wealth
Typical 49
147
3
3
Divvi Wealth Management logo Divvi Wealth Management
Typical 49
197
4
—
Tax Favored Retirement logo Tax Favored Retirement
Typical 49
149
3
—
Sapphire Wealth Planning LLC logo Sapphire Wealth Planning LLC
Typical 50
100
2
2
Wilshire-Pennington Group, Inc. logo Wilshire-Pennington Group, Inc.
Typical 51
103
2
—
Sonas Financial Group, Inc. logo Sonas Financial Group, Inc.
Typical 52
105
2
—
Lashley Wealth Management logo Lashley Wealth Management
Typical 53
53
1
—
Overland Park Wealth Management LLC logo Overland Park Wealth Management LLC
Typical 54
108
2
2
Greater Than Financial logo Greater Than Financial
Typical 54
163
3
—
Harper Financial Strategies, LLC logo Harper Financial Strategies, LLC
Typical 55
111
2
2
Konza Global Wealth Group logo Konza Global Wealth Group
Typical 56
112
2
1
Wealth Management Solutions logo Wealth Management Solutions
Typical 56
168
3
—
Denali Financial Group, LLC logo Denali Financial Group, LLC
High 57
57
1
1
HDQ Wealth logo HDQ Wealth
High 57
173
3
—
Dogwood Wealth Management, LLC logo Dogwood Wealth Management, LLC
High 58
233
4
4
Equitta Advisors LLC logo Equitta Advisors LLC
High 59
118
2
—
Village Wealth Advisors logo Village Wealth Advisors
High 60
240
4
1
Gentry Private Wealth logo Gentry Private Wealth
High 60
241
4
4
Sphinx Investments LLC logo Sphinx Investments LLC
High 62
125
2
1
Nvest Advisors, LLC logo Nvest Advisors, LLC
High 63
189
3
—
Ryan Poage & Co. logo Ryan Poage & Co.
High 63
191
3
—
Index Wealth Advisors, LLC logo Index Wealth Advisors, LLC
High 64
129
2
2
Legacy Map Design, LLC
High 65
131
2
2
RCA Wealth Strategies LLC logo RCA Wealth Strategies LLC
High 65
262
4
2
L & M Wealth Management and Retirement Solutions, LLC
High 68
136
2
—
North Fork Financial, LLC logo North Fork Financial, LLC
High 68
136
2
2
Glass Lakes Capital Management LLC logo Glass Lakes Capital Management LLC
High 70
140
2
2
McAllister Capital Management logo McAllister Capital Management
High 70
210
3
—
Douglass Investment Group logo Douglass Investment Group
High 71
142
2
2
Strategic Asset Management, LLC
High 71
143
2
2
World Class Unlimited, Inc. logo World Class Unlimited, Inc.
High 71
143
2
2
Legacy Investment Partners, LLC logo Legacy Investment Partners, LLC
High 72
216
3
3
Sarver Vrooman Wealth Advisors LLC logo Sarver Vrooman Wealth Advisors LLC
High 72
291
4
—
Generations Wealth Design logo Generations Wealth Design
High 73
147
2
2
Delta Wealth Solutions, LLC logo Delta Wealth Solutions, LLC
High 74
148
2
—
Legacy Advisory Limited Company logo Legacy Advisory Limited Company
High 74
149
2
2
Balanced Financial Planning, Inc. logo Balanced Financial Planning, Inc.
High 80
80
1
1
Next Generation Investing, LLC logo Next Generation Investing, LLC
High 81
245
3
3
Launch Wealth logo Launch Wealth
High 82
164
2
2
Angell Capital Management, LLC logo Angell Capital Management, LLC
Very High 84
169
2
—
Core Partners logo Core Partners
Very High 84
254
3
—
Perspective Advisors, LLC logo Perspective Advisors, LLC
Very High 86
172
2
—
Mokan Wealth Management logo Mokan Wealth Management
Very High 86
173
2
2
Everest Wealth Management logo Everest Wealth Management
Very High 91
91
1
1
Wealth Rabbit logo Wealth Rabbit
Very High 92
185
2
—
Stewardship Capital logo Stewardship Capital
Very High 96
385
4
—
VCP Financial LLC logo VCP Financial LLC
Very High 96
385
4
—
ETF Portfolio Partners, Inc. logo ETF Portfolio Partners, Inc.
Very High 107
429
4
4
Tranquilli Financial Advisor, LLC logo Tranquilli Financial Advisor, LLC
Very High 110
221
2
—
Garner Asset Management Corporation
Very High 112
112
1
—
StewardRight logo StewardRight
Very High 119
358
3
3
Elevation Advisory Partners LLC logo Elevation Advisory Partners LLC
Very High 126
378
3
2
Paladin Financial logo Paladin Financial
Very High 129
518
4
1
ProActive Capital Management, Inc. logo ProActive Capital Management, Inc.
Very High 130
261
2
2
Advisifi LLC logo Advisifi LLC
Very High 133
133
1
—
Lakeshore Wealth Management LLC logo Lakeshore Wealth Management LLC
Very High 135
407
3
—
Beacon Wealth Advisory logo Beacon Wealth Advisory
Very High 137
275
2
2
Derks Financial, LLC
Very High 137
275
2
—
Gibco Capital Advisors logo Gibco Capital Advisors
Very High 142
285
2
—
Boulder Investment Group logo Boulder Investment Group
Very High 144
144
1
1
The Perspective Group logo The Perspective Group
Very High 147
295
2
2
Cornerstone Advisors logo Cornerstone Advisors
Very High 154
464
3
3
Berkeley Capital Management, LLC logo Berkeley Capital Management, LLC
Very High 177
354
2
2
MN Wealth Advisors, LLC logo MN Wealth Advisors, LLC
Very High 190
571
3
3
Copperline Wealth Management & Planning logo Copperline Wealth Management & Planning
Very High 215
430
2
—
BG Wealth Advisory, LLC logo BG Wealth Advisory, LLC
Very High 231
462
2
1
S&A Financial Services, Inc. logo S&A Financial Services, Inc.
Very High 290
1,160
4
4
Aspire Wealth Management logo Aspire Wealth Management
Very High 302
302
1
1
Schwarz Investment Partners logo Schwarz Investment Partners
Very High 357
714
2
2
Yeisley Wealth Solutions, Inc. logo Yeisley Wealth Solutions, Inc.
Very High 425
425
1
1
MRM Group logo MRM Group
Very High 456
456
1
—
Market Investment Group, LLC logo Market Investment Group, LLC
Very High 604
1,814
3
3
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