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Find Top Financial Advisors in Topeka, Kansas

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Topeka, Kansas
Last Updated - 29-Jun-2022

Topeka has 8 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 36 non-vetted advisors in your local area. These financial advisors in Topeka, Kansas have an average of 23 years of experience.

NOTE: The list of financial advisors in Topeka, Kansas mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Topeka, Kansas.

Qualified Financial Advisors in Topeka, Kansas
Financial Advisor Experience AUM Minimum Assets Fee Structure
James Claiborne
ChFC®, CFS, CLU®
FINANCIAL PARTNERS GROUP
10925 Antioch Road,
Suite 100,
Overland Park, KS 66210
28 115000000 Not Specified Fee-Based
Darrin Wolff
AAMS®
EDELMAN FINANCIAL ENGINES, LLC
11095 Metcalf Avenue,
Overland Park, KS 66210
29 Not Specified Not Specified Fee-Based
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS
6201 College Boulevard,
7th Floor,
Overland Park, KS 66211
16 Not Specified Not Specified Fee-Only
Jay Steinbock
RFC®
SUMMIT POINTE FINANCIAL GROUP.
10965 Granda Lane,
Suite 106,
Shawnee Mission, KS 66211
32 Not Specified None Fee-Based
Creative Planning
CREATIVE PLANNING
5454 W 110th Street,
Overland Park, KS 66211
Not Disclosed $224,627,486,308** Not Specified Fee-Based
Alec Bethurum
STERNECK CAPITAL
4510 Belleview Ste 204,
Kansas City, MO 64111
25 $300mm Not Specified Not Specified
John Killoy
Certified Fund Specialist (CFS®), CRPC®
EDELMAN FINANCIAL ENGINES, LLC
9203 NE 152 Highway,
Kansas City, MO 64158
210 SW Market Street,
Lees Summit, MO 64063
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Topeka

Qualifications CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 10925 Antioch Road,
Suite 100,
Overland Park,
KS
66210
Phone Number 913-948-9489

James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*

About Financial Partners Group

Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.

Advisory Services Provided:

Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Planning


Qualifications CRD# 2401672
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 11095 Metcalf Avenue,
Overland Park,
KS
66210
Phone Number 913-901-4073

I have over 29 years of experience in the financial services industry serving individuals, families and business owners. My clients and their families are my concern and most become good friends. Money is not everything, it is a tool. But it's always nice to have a hammer around when you need one!

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4734166
Firm CRD# 288712
Series 6, 63, 65

Compensation/Fee Fee-Only


Office Location 6201 College Boulevard,
7th Floor,
Overland Park,
KS
66211
Phone Number 913-491-6226

With more than eight years as an executive in the financial services industry, Joe Harrish chose to join Prime Capital Investment Advisors (PCIA) as a financial advisor so that he could apply his experience to the work of helping investors achieve their life's ambitions. In his role, Joe helps higher net-worth individuals, medical professionals and business owners establish and achieve their financial goals while leaving a positive legacy for the people they love. He uses a team-based approach to planning in order to most effectively accomplish the financial dreams of his clients. Joe started his career at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, a role that sent him across the U.S. conducting investment seminars and helping people with their financial plans. Joe was simultaneously involved with the business operations of both companies. After eight years of managing more than 270 Registered Representatives and two businesses, Joe developed an ideal foundation for starting his career as a financial advisor. Joe believes investing is an emotional process, one that requires working with someone you trust who puts your interests first. As a fiduciary, Joe is bound by a duty to put his clients' personal interests above all else. Joe's attention to detail, aptitude for listening and, above all, deep empathy are symbols of his appreciation for the clients he serves. He is supported by an experienced team of administrative, group benefits and investment products specialists. The team consistently exceeds client expectations with exceptional customer service focused on building lifelong relationships. Joe has spent his entire life building meaningful relationships in the military and civilian communities. He spent 22 years as a highly decorated active-duty officer in the Air Force, where he won numerous awards at every level. Having been named the Air Force's #1 Services Company Grade Officer of the Year, Joe exemplifies one of the most important Air Force core values, "Excellence is all we do".

About Prime Capital Investment Advisors

Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals.


Qualifications CRD# 1780145
Firm CRD# 2936
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 10965 Granda Lane,
Suite 106,
Shawnee Mission,
KS
66211
Phone Number 913-339-6982

About Summit Pointe Financial Group.

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Summit Pointe Financial Group we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Insurance Products & Annuities


Qualifications Firm CRD# 105348

Compensation/Fee Fee-Based, Based on Assets


Office Location 5454 W 110th Street,
Overland Park,
KS
66211
Phone Number 866-273-2848

About Creative Planning

All the expertise. All the advice you need. All in-house. At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.

In-House Expertise for Every Piece of Your Financial Picture

Our approach to designing your investment portfolio is different. It starts with a financial planning-led approach with our team of in-house specialists. Your customized plan will be created by our wealth managers, accountants, insurance specialists, estate attorneys and other professionals all working together to give you the highest probability of achieving your goals. And as your life changes, we'll be here to meet your changing needs. What you can expect from Creative Planning - Fierce advocate looking out for your best interests - Wealth Managers who sit on the same side of the table to select the best investments for you - We don't sell or earn commissions on investment products - Planning-led approach that makes your money work as hard as it can for you, every day, year in and year out - A richer journey along the way to your goals a way to enjoy your wealth today

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 3197498
Firm CRD# 11111
Series 65


Office Location 4510 Belleview Ste 204,
Kansas City,
MO
64111
Phone Number 816-268-2233

Graduate of Colgate University. 20 Years Experience in Financial Markets serving institutional and retail clients. Passionate about creating strategies to allow individuals and families to reach their long term financial goals. Multi year experience in generating top down asset allocation models. Engaged in manager diligence and selection for both traditional and alternative third party managers to implement allocation strategies. Built and managed absolute return equity portfolios for hedge fund and individual SMA accounts. Use quantitative, fundamental and technical methodologies in constructing portfolios with superior risk adjusted returns. Focus on Large Cap Value and Micro and Small Cap Hyper and Broken Growth

About Sterneck Capital

We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP® professionals, our team brings a wealth of diverse experience to our firm and our clients.


Qualifications CRD# 4641240
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 9203 NE 152 Highway,
Kansas City,
MO
64158
Phone Number 913-312-1713

Office Location 210 SW Market Street,
Lees Summit,MO 64063
Phone Number 913-312-1713

Whether building an income plan for a retiring nurse, helping a family plan for their child's college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Topeka, Kansas (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Ae Wealth Management, Llc
2950 Sw Mcclure Road , Suite B,
Topeka, KS 66614
$19,640,089,134 142130 A percentage of AUM
Hourly charges
Fixed fees
Veta Investment Partners, Llc
2950 Sw Mcclure Road,
Topeka, KS 66614
$1,207,116,699 2 A percentage of AUM
Hourly charges
Fixed fees
Clayton Wealth Partners
716 South Kansas Avenue,
Topeka, KS 66603-3808
$706,694,758 1645 A percentage of AUM
Hourly charges
Fixed fees
Carlson Financial
1201 Sw Oakley Avenue,
Topeka, KS 66604
$364,265,980 2541 A percentage of AUM
Other (COMMISSIONS ON INSURANCE PRODUCT SALES)
Endeavor Private Wealth, Inc.
Townsite Plaza 3, 120 Se 6th Ave , Suite 110,
Topeka, KS 66603
$273,016,291 1575 A percentage of AUM
Hourly charges
Fixed fees
Cornerstone Advisors
6540 Sw 10th Avenue,
Topeka, KS 66615
$225,729,500 1090 A percentage of AUM
Hourly charges
Capital Portfolio Management L.L.C.
505 Sw Washburn Ave.,
Topeka, KS 66606-1523
$150,752,421 299 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Next Generation Investing, Llc
5909 Sw 28th St. #100,
Topeka, KS 66614
$118,000,000 235 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Topeka, Kansas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Orton Financial Management
    Inquire with Orton
    601 S Kansas Ave, Topeka, KS  66603 785-357-6125
    Todd Orton
    Inquire with Todd
    601 S Kansas Ave, Topeka, KS  66603 785-357-6125
    Jim Hanna
    Inquire with Jim
    601 S Kansas Ave, Topeka, KS  66603 785-357-6278
    Reinert Wealth Management
    Inquire with Reinert
    3639 SW Summerfield Dr., Suite B, Topeka, KS  66614 785-272-3900
    Trey J. Springer
    Inquire with Trey
    433 S. Kansas Avenue, Topeka, KS  66603 785-414-3608
    ETA Financial Services
    Inquire with ETA
    2850 SW Mission Woods Drive, Suite 101, Topeka, KS  66614 785-290-0009
    Allstate Personal Financial Representative: Eric Claspill
    Inquire with Allstate
    6730 SW 29th St, Ste A, Topeka, KS  66614 785-383-4083
    ArroWealth Financial
    Inquire with ArroWealth
    4848 SW 21st St, Suite 101, Topeka, KS  66604 785-730-2692
    Edward Jones
    Inquire with Edward
    4009 SW 10th Ave, Topeka, KS  66604 785-273-2277
    Edward Jones
    Inquire with Edward
    5943 SW 29th St, Suite A, Topeka, KS  66614 785-272-1831
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