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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We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | AdamsBrown Wealth Consultants, LLC  Find an Advisor | $880,935,144 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | Wealth Alliance Advisory Group, LLC  Find an Advisor | $803,756,168 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Pinion Wealth Management, LLC  Find an Advisor | $649,043,048 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
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| 4 | AGH Wealth Advisors, LLC  Find an Advisor | $439,945,283 | $5,000 |
| Minimum Assets$5,000Financial Services
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| 5 | Gentry Private Wealth  Find an Advisor | $274,016,708 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer 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.
