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Top Financial Advisors in Wichita, KS

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SmartAsset.com maintains strict editorial integrity. This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, in which SmartAsset is compensated for lead referrals, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Wichita, Kansas

Finding a financial advisor that's right for you can be challenging. To help, SmartAsset researched the Wichita's firms to determine the top financial advisor firms in the city. Below, we lay out our findings about the firms, including their fee structures, investing strategies and backgrounds. To further your search, use our free, five-minute matching tool. It'll connect you with advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 AdamsBrown Wealth Consultants, LLC AdamsBrown Wealth Consultants, LLC logo Find an Advisor

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$880,935,144 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
2 Wealth Alliance Advisory Group, LLC Wealth Alliance Advisory Group, LLC logo Find an Advisor

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$803,756,168 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
3 Pinion Wealth Management, LLC Pinion Wealth Management, LLC logo Find an Advisor

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$649,043,048 Varies based on account type
  • Financial planning
  • Porfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Porfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
4 AGH Wealth Advisors, LLC AGH Wealth Advisors, LLC logo Find an Advisor

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$439,945,283 $5,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers
  • Hourly consulting services

Minimum Assets

$5,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers
  • Hourly consulting services
5 Gentry Private Wealth Gentry Private Wealth logo Find an Advisor

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$274,016,708 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension conculting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension conculting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters

What We Use in Our Methodology

To find the top financial advisors in Wichita, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

AdamsBrown Wealth Consultants

AdamsBrown Wealth Consultants leads off our list of the top financial advisors in Wichita. This fee-based firm was founded in 2019 and registered with the SEC the following year. AdamsBrown has more assets under management and more individual clients than any other firm on this list. 

AdamsBrown primarily works with individuals, high-net-worth clients, retirement plans, corporations and other businesses. The firm does not set a strict account minimum but may require certain fees based on services provided.

As a fee-based practice, AdamsBrown advisors may receive commissions for selling securities or insurance, in addition to the advisory fees that clients pay. This creates a potential conflict of interest because commissions give advisors a financial incentive to recommend certain products and services over others. However, the firm has a fiduciary duty to act in clients' best interests and disclose these and other conflicts.

The AdamsBrown team includes advisors with a variety of professional credentials, including the Certified Financial Planner™ (CFP®), chartered retirement planning counselor (CRPC), accredited investment fiduciary (AIF), chartered life underwriter (CLU) designations, among others. 

The firm’s advisory services include discretionary investment management, comprehensive financial planning, as well as retirement plan advisory and consulting services. Financial planning may cover investment planning, retirement, savings goals, education funding and insurance needs. 

AdamsBrown’s investment philosophy centers on long-term strategies tailored to client goals, risk tolerance and circumstances. Portfolios are primarily built with exchange-traded funds (ETFs) and mutual funds, though individual stocks, bonds and other securities may be used when appropriate. The firm employs both fundamental analysis, which evaluates economic and business indicators to assess the financial strength of an investment, and technical analysis, which studies historical market data and price patterns to identify trends.

Wealth Alliance Advisory Group

Wealth Alliance Advisory Group (WAAG) is a fee-based firm that works with individuals, high-net-worth individuals, retirement plans, charities and businesses. WAAG does not have a minimum account size requirement that clients need to satisfy. 

Advisors at WAAG can also receive commissions by selling financial products to clients. These commissions are in addition to the asset-based fees that clients pay the firm. Commissions and other third-party compensation can be conflict of interest, but the firm is a fiduciary that is legally obligated to act in the best interests of clients.

WAAG provides a comprehensive range of wealth management services, including financial planning and portfolio management. The team at WAAG can provide guidance on several financial topics including: 

  • Business planning
  • Cash flow forecasting
  • Trust and estate planning
  • Insurance planning
  • Tax Planning
  • Charitable giving
  • Investing consulting

WAAG provides investment advisory services on either a discretionary and non-discretionary basis. Discretionary management gives the firm the authority to make trades without your prior approval. The firm will employ an investment strategy it deems right for you based on your investment objectives, risk tolerance and other key points. 

The firm generally invests your assets in securities that align with your investment objectives and time horizon. It's known to invest in mutual funds, exchange-traded funds (ETFs), equities, debt securities and privately placed securities, such as interests in pooled investment vehicles.

Pinion Wealth Management

Pinion Wealth Management, formally Kcoe Wealth Management, provides financial planning, investment management and insurance planning services. Most of the firm's clients are individuals, although it also works with high-net-worth individuals, retirement plans, charities, corporations and other businesses. 

The firm generally requires a minimum initial investment of $50,000 for accounts under its Program Asset Allocation System accounts or $250,000 for Private Managed accounts. As a fee-based firm, advisors may receive commissions. Despite this conflict of interest, the firm is a fiduciary and is legally obligated to act in the best interests of clients at all times.

Members of the Pinion Wealth Management team hold the Certified Financial Planner™ (CFP®), behavioral financial advisor (BFA), certified plan fiduciary advisor (CPFA), accredited asset management specialist (AAMS), chartered retirement plans specialist (CRPS) and registered financial consultant (RFC) designations. 

Pinion Wealth registered with the SEC as an investment advisor in 2004. Today, it offers investment management, financial planning, retirement plan consulting, and investment policy preparation and monitoring. Services may be tailored through sub-advisors, model portfolios and referrals to third-party managers.

Pinion’s investment philosophy does not rely on a single method. Instead, it combines fundamental, technical, cyclical, and chart-based analysis when evaluating opportunities. Portfolios may include exchange-listed securities, corporate and municipal bonds, mutual funds, exchange-traded products, variable annuities, options and private offerings. The firm uses both short- and long-term strategies, and may incorporate margin transactions and options trading. Portfolios are constructed and monitored with the goal of aligning client risk tolerance, objectives and time horizons.

AGH Wealth Advisors

AGH Wealth Advisors is a fee-based financial advisory firm that primarily works with individuals and high-net-worth individuals. The firm also has retirement plans as clients. At just $5,000, the firm's minimum account size is rather modest compared to other firms' investment minimums. 

In addition to advisory fees they collect from clients, some advisors at AGH Wealth may earn commissions on the sale of insurance products, creating a potential conflict of interest. Despite having a financial incentive to recommend certain products over others, AGH Wealth advisors are bound by fiduciary duty to always act in your best interests.  

One member of the AGH Wealth team holds the Certified Financial Planner™ (CFP®) designation. 

Founded in 2008, AGH Wealth provides portfolio management services through its own wrap fee program. The firm also offers general consulting services related to retirement planning, tax planning and financial planning. Additionally, AGH Wealth offers consulting services to retirement plans, as well as recommendations for third-party investment advisors. 

AGH Wealth aims to select investment strategies for clients that will reduce risk and increase portfolio performance. To analyze and select securities for client portfolios, the firm may conduct fundamental analysis and/or technical analysis. As for investing strategies, the firm employs both short- and long-term purchasing, as well as trading, margins transactions, option writing and short sales. 

Gentry Private Wealth

Gentry Private Wealth rounds out our list of the top financial advisors in Witchita. Founded in 2022, Gentry is the youngest firm on this list. As a fee-based practice, some of its advisors are licensed insurance professionals who may receive commissions on insurance products in addition to advisory fees. While this is a conflict of interest, the firm has a fiduciary duty to act in clients' best interests.

Its clients include individuals, high-net-worth individuals, pensions and profit-sharing plans, as well as charities. The firm does not set a required minimum portfolio size or initial investment, but advisory fees apply according to tiered schedules. Some financial planning and consulting services may instead carry fixed or hourly fees.

Some of the Gentry team members hold the Certified Financial Planner™ (CFP®) and certified public accountant (CPA) designations. 

The firm provides investment management, financial planning and consulting, as well as family office services for accredited investors. It assists with retirement planning, estate planning, tax planning, business succession and coordination with legal or accounting professionals. 

Its investment approach emphasizes understanding each client’s financial situation, goals and risk tolerance before designing a strategy. The firm primarily applies fundamental analysis and favors long-term investing, though short-term adjustments may occur. Portfolios may include mutual funds, ETFs, equities, corporate bonds, real estate investment trusts and alternative investments. External managers may also be used when appropriate.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research