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 based on the firm’s size, client focus, and service approach. The number of clients an advisor manages offers insight into how they operate and the kind of experience you might expect, from highly personalized attention to more streamlined, scalable service models.

In Kansas, supported firms—which typically have 1 to 4 advisors or manage over $200 million in assets—show a median of 49 clients per advisor, closely aligning with the national median of 48. The distribution ranges from as few as 2 to as many as 190 clients per advisor, indicating a broad spectrum of service styles. This suggests that some Kansas advisors prioritize highly personalized, relationship-driven service with fewer clients, while others manage larger client bases through more structured, efficient processes. The presence of firms across this range reflects both early-stage practices focusing on close client interaction and more established teams designed for scalability.

What this means for you is that there isn’t a single “right” number of clients per advisor. Lower client loads often mean more individualized attention, while higher loads can indicate a more systematized approach that may come with lower minimums or fees. Use this metric alongside others to find an advisor whose style and capacity match 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 123 firms
Very Low 2-24 per advisor
Low 24-44
Typical 44-59
High 59-87
Very High 87-190
5th 20th 40th 60th 80th 95th

Median: 49

Firm
Client/advisor ratio
Clients
Advisors in USA
Advisors in KS
Yeisley Wealth Solutions, Inc. logo Yeisley Wealth Solutions, Inc.
Very High 425
425
1
1
Cobler Capital Management, LLC logo Cobler Capital Management, LLC
Very High 357
714
2
2
Aspire Wealth Management logo Aspire Wealth Management
Very High 302
302
1
1
S&A Financial Services, Inc. logo S&A Financial Services, Inc.
Very High 290
1,160
4
4
Beacon Wealth Advisory logo Beacon Wealth Advisory
Very High 275
275
1
1
BG Wealth Advisory, LLC logo BG Wealth Advisory, LLC
Very High 231
462
2
2
Copperline Wealth Management & Planning logo Copperline Wealth Management & Planning
Very High 215
430
2
MN Wealth Advisors, LLC logo MN Wealth Advisors, LLC
Very High 190
571
3
3
Paladin Financial logo Paladin Financial
Very High 165
494
3
1
The Perspective Group logo The Perspective Group
Very High 148
295
2
2
Boulder Investment Group logo Boulder Investment Group
Very High 144
144
1
1
Gibco Capital Advisors logo Gibco Capital Advisors
Very High 143
285
2
Derks Financial, LLC
Very High 138
275
2
MRM Group logo MRM Group
Very High 136
136
1
Lakeshore Wealth Management LLC logo Lakeshore Wealth Management LLC
Very High 136
407
3
ProActive Capital Management, Inc. logo ProActive Capital Management, Inc.
High 131
261
2
2
Diversified Wealth Advisors, LLC logo Diversified Wealth Advisors, LLC
High 125
375
3
StewardRight logo StewardRight
High 119
358
3
3
Berkeley Capital Management, LLC logo Berkeley Capital Management, LLC
High 118
354
3
3
Cornerstone Advisors logo Cornerstone Advisors
High 116
464
4
4
Garner Asset Management Corporation
High 112
112
1
Tranquilli Financial Advisor, LLC logo Tranquilli Financial Advisor, LLC
High 111
221
2
ETF Portfolio Partners, Inc. logo ETF Portfolio Partners, Inc.
High 107
429
4
4
VCP Financial LLC logo VCP Financial LLC
High 96
385
4
Stewardship Capital logo Stewardship Capital
High 96
385
4
Elevation Advisory Partners LLC logo Elevation Advisory Partners LLC
High 95
378
4
2
Everest Wealth Management logo Everest Wealth Management
High 91
91
1
1
RCA Wealth Strategies LLC logo RCA Wealth Strategies LLC
High 87
262
3
2
MOKAN Wealth Management logo MOKAN Wealth Management
High 87
173
2
2
Perspective Advisors, LLC logo Perspective Advisors, LLC
High 86
172
2
Core Partners logo Core Partners
High 85
254
3
Angell Capital Management, LLC logo Angell Capital Management, LLC
High 85
169
2
Launch Wealth logo Launch Wealth
High 82
164
2
2
Next Generation Investing, LLC logo Next Generation Investing, LLC
High 82
245
3
3
Nova R Wealth, Inc. logo Nova R Wealth, Inc.
High 81
323
4
4
Gentry Private Wealth logo Gentry Private Wealth
High 80
241
3
3
Balanced Financial Planning, Inc. logo Balanced Financial Planning, Inc.
Typical 80
80
1
1
Legacy Advisory Limited Company logo Legacy Advisory Limited Company
Typical 75
149
2
2
First Investment Corporation logo First Investment Corporation
Typical 74
221
3
Generations Wealth Design logo Generations Wealth Design
Typical 74
147
2
2
Sarver Vrooman Wealth Advisors LLC logo Sarver Vrooman Wealth Advisors LLC
Typical 73
291
4
Legacy Investment Partners, LLC logo Legacy Investment Partners, LLC
Typical 72
216
3
3
World Class Unlimited, Inc. logo World Class Unlimited, Inc.
Typical 72
143
2
2
Strategic Asset Management, LLC
Typical 72
143
2
2
Douglass Investment Group logo Douglass Investment Group
Typical 71
142
2
2
McAllister Capital Management logo McAllister Capital Management
Typical 70
210
3
L & M Wealth Management and Retirement Solutions, LLC
Typical 68
136
2
North Fork Financial, LLC logo North Fork Financial, LLC
Typical 68
136
2
2
Luken Investment Analytics, LLC logo Luken Investment Analytics, LLC
Typical 67
267
4
Delta Wealth Solutions, LLC logo Delta Wealth Solutions, LLC
Typical 67
133
2
Legacy Map Design, LLC
Typical 66
131
2
2
Index Wealth Advisors, LLC logo Index Wealth Advisors, LLC
Typical 65
129
2
2
Ryan Poage & Co. logo Ryan Poage & Co.
Typical 64
191
3
Nvest Advisors, LLC logo Nvest Advisors, LLC
Typical 63
189
3
Sphinx Investments LLC logo Sphinx Investments LLC
Typical 63
125
2
1
Dogwood Wealth Management, LLC logo Dogwood Wealth Management, LLC
Typical 58
233
4
4
Denali Financial Group, LLC logo Denali Financial Group, LLC
Typical 57
57
1
1
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
Equitta Advisors LLC logo Equitta Advisors LLC
Typical 55
109
2
Lashley Wealth Management logo Lashley Wealth Management
Typical 53
53
1
Sonas Financial Group, Inc. logo Sonas Financial Group, Inc.
Low 53
105
2
Wilshire-Pennington Group, Inc. logo Wilshire-Pennington Group, Inc.
Low 52
103
2
Sapphire Wealth Planning LLC logo Sapphire Wealth Planning LLC
Low 50
100
2
2
Tax Favored Retirement logo Tax Favored Retirement
Low 50
149
3
Divvi Wealth Management logo Divvi Wealth Management
Low 49
197
4
Beyond Wealth logo Beyond Wealth
Low 49
147
3
3
Insight Investment Advisers LLC logo Insight Investment Advisers LLC
Low 48
145
3
3
Rise Retirement, LLC logo Rise Retirement, LLC
Low 48
96
2
White Sand Wealth Management logo White Sand Wealth Management
Low 47
188
4
Iron Horse Financial Services LLC logo Iron Horse Financial Services LLC
Low 47
140
3
3
Yukon Wealth Management, Inc. logo Yukon Wealth Management, Inc.
Low 46
91
2
2
Collaborative Portfolio Management logo Collaborative Portfolio Management
Low 46
182
4
4
Mooberry Financial Management, LLC
Low 45
45
1
1
Financial Design Studio, Inc. logo Financial Design Studio, Inc.
Low 45
134
3
Storyone Family Office logo Storyone Family Office
Low 44
132
3
3
Providence Financial Advisors, LLC logo Providence Financial Advisors, LLC
Low 44
175
4
4
Snider Talbot Financial Planning LLC logo Snider Talbot Financial Planning LLC
Low 43
170
4
Schwantes Financial, LLC logo Schwantes Financial, LLC
Low 42
84
2
2
Clearpath Wealth Management, L.C. logo Clearpath Wealth Management, L.C.
Low 41
165
4
4
Curtis Capital Advisors logo Curtis Capital Advisors
Low 41
82
2
2
Priority Financial Partners logo Priority Financial Partners
Low 40
80
2
1
Greystone Capital Partners Group LLC logo Greystone Capital Partners Group LLC
Low 39
157
4
Mission Financial Planning, Inc. logo Mission Financial Planning, Inc.
Low 39
117
3
2
Fern Financial Group, LLC logo Fern Financial Group, LLC
Low 39
77
2
1
FinanciaLife Outfitters LLC logo FinanciaLife Outfitters LLC
Low 39
77
2
2
Mike Wolters & Associates, Ltd.
Low 37
74
2
Mercury Capital Management, Inc.
Low 36
72
2
1
Tessara Wealth logo Tessara Wealth
Low 36
143
4
1
Aspen Wealth Management, Inc. logo Aspen Wealth Management, Inc.
Low 34
102
3
3
Fiduciary Trust Private Wealth Counsel LLC logo Fiduciary Trust Private Wealth Counsel LLC
Low 34
67
2
1
Oak Road Wealth Management logo Oak Road Wealth Management
Low 33
100
3
Trinity Capital Management, LLC
Low 33
65
2
2
Schnell Financial Group, LLC logo Schnell Financial Group, LLC
Low 30
91
3
Family Legacy Advisors, LLC logo Family Legacy Advisors, LLC
Very Low 29
116
4
4
ViaWealth, LLC logo ViaWealth, LLC
Very Low 29
86
3
2
Redstone Advisors Inc logo Redstone Advisors Inc
Very Low 25
98
4
4
Financial Avenues logo Financial Avenues
Very Low 24
94
4
K2 Wealth Management LLC logo K2 Wealth Management LLC
Very Low 23
70
3
EVP Capital Advisors, LLC logo EVP Capital Advisors, LLC
Very Low 23
46
2
2
Twin Robins Capital logo Twin Robins Capital
Very Low 23
45
2
Freedom Value Partners, LLC logo Freedom Value Partners, LLC
Very Low 22
43
2
2
Next Bloom Wealth logo Next Bloom Wealth
Very Low 19
37
2
Widener & Asher Asset Management LLC logo Widener & Asher Asset Management LLC
Very Low 18
35
2
2
Black Capital Management, LLC logo Black Capital Management, LLC
Very Low 16
48
3
Retirement Resources Inc. logo Retirement Resources Inc.
Very Low 15
30
2
2
Gaughan & Connealy Wealth Management, LLC
Very Low 15
30
2
2
Foundation Wealth Planning logo Foundation Wealth Planning
Very Low 14
27
2
1
Pollux Wealth Management logo Pollux Wealth Management
Very Low 13
40
3
3
Voyage Wealth Management LLC logo Voyage Wealth Management LLC
Very Low 13
25
2
2
Blazing Star Financial logo Blazing Star Financial
Very Low 11
22
2
2
Professional Asset Management, Inc
Very Low 10
20
2
2
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
Investment Consulting Services, LLC logo Investment Consulting Services, LLC
Very Low 3
6
2
1
First American Financial Advisors, Inc.
Very Low 3
11
4
2
Financial Benefits, Inc. logo Financial Benefits, Inc.
Very Low 2
6
3
3
M3Sixty Capital, LLC logo M3Sixty Capital, LLC
Very Low 1
3
3
2
Five8 Financial LLC
Very Low 1
2
2
Prairie Advisory, LLC logo Prairie Advisory, LLC
Very Low 0
1
1
Money & Clarity logo Money & Clarity
Very Low 0
3
Buffalo Run Wealth Advisors LLC
Very Low 0
3
3
T & M Financial Inc. logo T & M Financial Inc.
Very Low 0
3
3
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