<img alt="" src="https://secure.leadforensics.com/223530.png" style="display:none;">

Subscribe to the Dakota Blog

kansas city

Top 10 RIAs in the Kansas City Metro Area

By: Amy Sariego

Originally posted on May 05, 2022
Last updated on May 5, 2022

If you're in investment sales, you likely already know that one of the biggest problems of selling to the RIA  channel is the sheer size of it.

The RIA market across the United States consists of over 36,000 firms, which means that while there are more than enough to choose from when looking for new clients, narrowing down the list to only those that allocate to outside managers is going to be key.

Here at Dakota, we’ve raised over $6 billion from over 350 RIAs, and that has been possible because we qualify and curate our list to only RIAs that allocate to outside managers.

In an effort to help narrow down the sheer size of the market, we’ve put together a list of the top 10 RIAs in each major metro area across the country. To determine our list, we looked for three things:

  1. An AUM above $200 million
  2. A dedicated analyst team
  3. An RIA that actively allocates capital to outside investment management firms

In this article, we're highlighting the top 10 RIAs in Kansas City from our curated institutional investor database, Dakota Marketplace.

However, this is by no means a “best of” list, as there are so many high quality RIAs in Kansas City and around the country. By the end of the article, you'll have a clear idea of the landscape. 

1. Resources Investment Advisors 

AUM: $64,797,868,905

2. Creative Planning Inc. 

AUM: 45,081,761,846

3. Mariner Wealth Advisors 

AUM: $29,434,612,873

4. Prime Capital Investment Advisors

AUM: $12,000,000,000

5. FCI Advisors 

AUM: $9,863,393,161

6. AE Wealth Management LLC

AUM: $8,583,746,349

7. Meridian

AUM: $5,198,013,861

8. Prairie Capital Management Inc.

AUM: $5,027,456,952

9. BKD Investment Advisors LLC

AUM: $3,703,993,084

10. Frontier Wealth Management

AUM: $3,052,309,014

While the above are the RIAs in Kansas City with the highest AUM, you can access the complete list of Kansas City RIAs in Dakota Marketplace. To find out more, we'd love to offer a free trial of the platform.

marketplace free trial


Keep Reading

The 15 Best CRMs for Investment Firms to Consider in 2022

If you’re in the process of researching a CRM for your investment firm, chances are you already...

Read Now

Institutional Investor Databases: What Do They Cost?

List of Top Institutional Investor Databases 2020 (with Estimated Pricing) The following is a list...

Read Now

The 44 Most Common ESG, D&I, and Pandemic RFP Questions

ESG, Diversity and Inclusion, and how your firm is handling operations during the current pandemic...

Read Now


925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Learning Center

Dakota Live!