Williams Financial Group
“Even with my smaller account they treat me like a big invested and like family.”
Best Financial Advisors in Kansas City, MO
22 firms listed · all 22 in Kansas City · 16 rated 4.5+
Data verified October 18, 2026
Aspire Wealth Management & Tax Center
“We started using this group several years ago and have been pleased with the level of service and professionalism.”
BMG Advisors "plan Your Story"
“Incredible service and they take time to really get to know you and help you define and reach your goals.”
Buttonwood Financial Group
“I have nothing but great things to say about the team here!”
Horizon CPA Services
Winters & Associates
“They are open and professional who make you want to ask questions cuz their knowledge is reassuring.”
The 22 firms listed for Kansas City, MO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Kansas City, MO
All 22 firms we list here are in Kansas City itself. We have 49 firms in Kansas City on file; this page shows the highest-rated 22. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 160 reviews; 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (2), insurance (2), investment management (2), retirement planning (2) and tax planning (2). 2 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 22 of the firms on this page; 15 publish a contact page; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kansas City take financial planning bookings online?
5 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Equity Financial Services - Dan Raeber
“I could not be happier with the exceptional service I have received from Dan & Randi!”
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HDQ Wealth
“Would recommend HDQ wealth to anyone looking to better their financial wellness”
Emerald Legacy Advisors
“I would trust no one else with my investments!!”
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Mader & Shannon Wealth Management
“I felt welcomed and comfortable and it was a very easy environment to ask questions.”
Claims Recovery Services
“With so many scheming companies only out for themselves, it was nice working with a company that also focused on the outcome for their clients.”
Atwood & Palmer
“Entire staff is very communicative, polite, and helpful.”
Nicholson Meyer Capital Management
“Have used Nicholson capital management for over a decade and could not be happier with the company, its' people, the service or the results”
Greater Than Financial
“Greater Than Financial not only provided great financial advice, they are friendly and trustworthy.”
Wealth | KC - Financial Advisors + Wealth Management
“I recommend this group to anybody that asks who my financial advisor is.”
Hawkins Financial Service
Compass Wealth Management
Commerce Trust
Sterneck Capital Management
Mission Peak Capital
Advanced Financial Solutions
Schmitt Mulhern
“Ben is one of the most down-to-earth, honest lawyers I have had the honor of representing me.”
Why these companies made our list
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