SUNESIS ADVISORS, LLC is a Overland Park, Kansas based financial advisory firm with nearly $1,211,340,126 in assets under management and provides investment advisory services for 475 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 159114 | |
| SEC#: | 801-72788 | |
| Assets under Management: | $1,211,340,126 | |
| No. of Clients: | 475 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Other (OUTSOURCED CFO, WEALTH MANAGEMENT AUDITS) | |
| Fee Structure: | A percentage of AUM, 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 |