FCI ADVISORS is a Overland Park, Kansas based financial advisory firm with nearly $15,083,813,669 in assets under management and provides investment advisory services for 14421 clients. There are currently 68 financial advisors at the firm.
General Information |
Firm CRD#: | 106398 | |
SEC#: | 801-48195 | |
Assets under Management: | $15,083,813,669 | |
No. of Clients: | 14421 | |
No. of Advisors: | 68 | |
Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters, Other (ASSET ALLOCATION SERVICES) | |
Fee Structure: | A percentage of AUM, Subscription fees, Fixed fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
CREATIVEONE SECURITIES, LLC | 152974 | 801-78158 | 22082 | 186 | $1,718,842,253 |
MODERN WEALTH MANAGEMENT, LLC | 324624 | 801-127231 | 13592 | 92 | $2,073,107,856 |
THE RETIREMENT PLANNING GROUP, LLC | 129625 | 801-62655 | 8607 | 29 | $2,628,804,481 |
CALIBER WEALTH MANAGEMENT, LLC | 331165 | 801-130677 | 5512 | 18 | $1,140,000,000 |
BAYSTATE WEALTH MANAGEMENT | 151664 | 801-71691 | 4733 | 12 | $1,917,168,691 |
CGN ADVISORS, LLC | 159359 | 801-72913 | 3627 | 42 | $1,135,218,974 |
TRIUNE FINANCIAL PARTNERS, LLC | 152277 | 801-70960 | 2721 | 24 | $1,132,184,487 |
PRISM FINANCIAL GROUP, L.L.C. | 112315 | 801-61646 | 2474 | 9 | $1,698,069,943 |
MERITAGE PORTFOLIO MANAGEMENT, INC. | 107177 | 801-39348 | 1493 | 18 | $2,369,159,436 |
KAVAR CAPITAL PARTNERS | 311744 | 801-119947 | 1373 | 6 | $1,141,936,692 |
TWO WEST CAPITAL ADVISORS LLC | 154543 | 801-76551 | 1035 | 15 | $2,760,229,371 |
SUNESIS ADVISORS, LLC | 159114 | 801-72788 | 475 | 7 | $1,211,340,126 |
ROCKY MOUNTAIN ADVISERS, LLC | 148479 | 801-70202 | 413 | 10 | $2,574,184,941 |
PANDI, LLC | 330112 | 801-131022 | 145 | 13 | $2,014,265,251 |
COLUMBIA CAPITAL MANAGEMENT, LLC | 112773 | 801-55499 | 90 | 15 | $1,747,846,198 |