Overland Park, KS Office

Team
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Aprio Wealth Management, LLC logo

Aprio Wealth Management, LLC

Multi-team

Firm-wide stats for Aprio Wealth Management, LLC

Total advisors

37

Across 19 offices

Clients per advisor

43 Low

Avg AUM per client

$2,393,758 Very High

HNW client ratio

45% Very High

About

Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals (including high‑net‑worth clients), qualified retirement plans, trusts, estates, charitable organizations, and business entities. Services include portfolio management, financial planning, plan sponsor consulting and participant education for participant‑directed plans, plus access to sub‑advised strategies, options‑based portfolios, and certain private investments.

The firm builds portfolios using asset allocation alongside techniques such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading, and it monitors accounts on a continuous basis with at least annual client reviews. Aprio WM advises clients to consult tax professionals and coordinates referrals with an affiliated registered CPA firm, while treating accounting and advisory engagements as separate arrangements.

Aprio WM is notable among multi‑team firms for its affiliation with a third‑party administrator/pension consulting business (Aprio Benefit Advisors) and its role as a 3(21) adviser — it reports approximately $1.57 billion in assets under advisement in that capacity — a relationship relatively uncommon for firms of this type. The brochure also discloses recent acquisitions of other advisory practices, the use of sub‑advisers and structured/option strategies, and affiliated insurance and TPA relationships, which introduce additional operational complexity and potential conflicts that the firm describes in its disclosures.

Based on Aprio Wealth Management, LLC

Expertise

Options & derivatives strategies Private / alternative investments

Based on Aprio Wealth Management, LLC

Occupation focus

Founder/Business Owner Retired

Based on Aprio Wealth Management, LLC

Location

7101 College Blvd., Suite 900

Overland Park KS 66210

Advisors at this office

4

Advisors at this office

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Randy S

CFP®, Series 63, Series 65

Overland Park, KS

Aprio Wealth Management, LLC

Randy Schaller is a CFP® professional with 16 years of experience in financial advising. He currently works at Aprio Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at Cambridge Investment Research, Inc., Prism Financial Group, L.L.C., SMART401K, LLC, and Searcy Financial Services, Inc. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a range of investment techniques such as asset allocation, dollar-cost averaging, and technical analysis, and maintains ongoing account monitoring with at least annual reviews.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Timothy S

CFP®, Series 63

Overland Park, KS

Aprio Wealth Management, LLC

Timothy Shmidl is a CFP® with 37 years of industry experience and currently serves at Aprio Wealth Management, LLC. His prior experience includes long tenures at Prism Financial Group, LLC and Cambridge Investment Research, Inc. He also acts as an independent insurance agent and serves on the board of The American Home Life Insurance Company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business and a significant role as a 3(21) adviser.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Amanda B

CFP®

Overland Park, KS

Aprio Wealth Management, LLC

Amanda Brown is a CFP® professional with six years of industry experience. She has worked at Aprio Wealth Management, LLC and Aprio Advisory Group since 2025, following seven years at Prism Financial Group, L.L.C. and two years at Keen Wealth Advisors. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and is notable for its affiliation with a third-party administrator/pension consulting business and its role as a 3(21) adviser managing approximately $1.57 billion in assets under advisement.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar

Isaac D

CFP®

Overland Park, KS

Aprio Wealth Management, LLC

Isaac Dickey is a CFP® professional currently with Aprio Wealth Management, LLC and has been in the financial advisory industry since 2022. He previously worked at Prism Financial Group and Creative One Wealth, among other firms. Outside of finance, his background includes roles in sports construction and small business operations. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation along with techniques like dollar-cost averaging and technical analysis, serving a range of clients including high-net-worth individuals.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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