Managers in Lees Summit, MO

United States · 29 asset managers within 25 km (2 in Lees Summit itself) · 52 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Overland Park, KS 40 · Kansas City, MO 30 · Leawood, KS 27 · Mission, KS 8 · Prairie Village, KS 4 · Lenexa, KS 4 · Shawnee, KS 2 · Blue Springs, MO 1

Asset managers in and around Lees Summit

#	Manager	People here	Assets
1	MARINER WEALTH Leawood	about 65main office
2	LOCKTON INVESTMENT ADVISORS, LLC Leawood	about 24main office
3	CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Leawood $1.2tn	17	$1.2tn
4	TORTOISE CAPITAL ADVISORS, L.L.C. mutual funds, futures · Leawood $8.9bn	about 15main office	$8.9bn
5	MARINER INSTITUTIONAL, LLC institutions · Leawood $2.8bn	15	$2.8bn
6	503 CAPITAL PARTNERS, LLC hedge funds · Leawood $636.4m	about 9main office	$636.4m
7	CBIZ Investment Advisory Services, LLC institutions · Leawood $12.8bn	7	$12.8bn
8	PRAIRIE ADVISORY, LLC Leawood, Blue Springs $554.3m	about 7main office	$554.3m
9	UMB PRIVATE WEALTH MANAGEMENT, LLC private equity · Leawood $124.7m	7	$124.7m
10	FINANCIAL COUNSELORS INC institutions · Leawood $1.5bn	about 6main office	$1.5bn
11	Providence Financial Advisors, LLC institutions · Leawood $428.1m	about 4main office	$428.1m
12	VIRTUS INVESTMENT PARTNERS, INC. structured credit, mutual funds, futures · Leawood DUFF & PHELPS INVESTMENT MANAGEMENT CO · 6 related pages $51.7bn	2	$51.7bn
13	SageView Advisory Group, LLC institutions · Leawood $37.5bn	2	$37.5bn
14	PIPER SANDLER & CO. private equity, institutions, futures · Leawood PIPER SANDLER & CO. · 2 related pages $1.3bn	2	$1.3bn
15	INNOVATIVE CAPITAL ADVISORS, LLC institutions · Leawood $619.5m	2	$619.5m
16	BRIGHT PORTFOLIOS, LLC mutual funds · Lees Summit $135.7m	about 2main office	$135.7m
17	9 STREAM CAPITAL PARTNERS LLC hedge funds, futures · Leawood $73.9m	about 2main office	$73.9m
18	CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Leawood $8.9m	2	$8.9m
19	MMA SECURITIES LLC Leawood	2
20	SANDERS BOOZE CAPITAL ADVISORS, LLC Leawood	about 2main office
21	KEY INVESTMENT MANAGEMENT, LLC private equity · Leawood	2
22	RETIREMENT PLAN ADVISORS, LLC institutions · Lees Summit $3.5bn	1	$3.5bn
23	BLACK KNIGHT ALTERNATIVE INVESTMENTS, LLC Leawood	1
24	NOMURA ASSET MANAGEMENT CO LTD hedge funds, venture, mutual funds, institutions and 3 more · Leawood AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. · 21 related pages $601.8bn	office	$601.8bn
25	ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Leawood RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn	office	$590.8bn
26	Empower Advisory Group, LLC mutual funds, wealth · Leawood Empower Advisory Group, LLC · 2 related pages $195.4bn	office	$195.4bn
27	PRIME CAPITAL FINANCIAL institutions · Leawood $39.1bn	office	$39.1bn
28	FWM LEGACY, LLC private equity, structured credit · Leawood	office
29	LEAWOOD VENTURE CAPITAL LLC venture · Leawood	office

29 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.