#1Heritage Asset Management, LLC
HERITAGE ASSET MANAGEMENT, LLC
Based in Belton, MO
Retirement Plan Advisors in Cass County, MO
The top-ranked retirement plan advisors serving Cass County, MO are Heritage Asset Management, LLC, Lexaurum Advisors and Normandy Investment Advisors. We list 48 retirement plan advisors serving Cass County, MO. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Cass County, MO. 48 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Cass County
#2Lexaurum Advisors
LEXAURUM ADVISORS, LLCServes this area from Overland Park, KS (22 mi)#3Normandy Investment Advisors
SUMMIT INVESTMENT ADVISORS INCServes this area from Leawood, KS (22 mi)#4Phd Retirement Consulting
PHD CONSULTING LLCServes this area from Overland Park, KS (22 mi)#5Prevail Innovative Wealth Advisors, LLC
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCServes this area from Leawood, KS (22 mi)#6Strongbox Wealth, LLC
STRONGBOX WEALTH, LLCServes this area from Lee's Summit, MO (23 mi)#7Cabin Advisors, LLC
CABIN ADVISORS, LLCServes this area from Overland Park, KS (23 mi)#8Legacy Investment Partners, LLC
LEGACY INVESTMENT PARTNERS, LLCServes this area from Overland Park, KS (23 mi)#9Cetera Planning Partners
THE RETIREMENT PLANNING GROUP, LLCServes this area from Leawood, KS (24 mi)#10Centerpoint Advisory Group, LLC
CENTERPOINT ADVISORY GROUP, LLCServes this area from Overland Park, KS (24 mi)
20 more providers serving this area
- Engage Wealth Advisors, LLC, Overland Park, KS (24 mi)
- Midwest Financial Group LLC, Overland Park, KS (24 mi)
- Prairie Advisory, LLC, Leawood, KS (24 mi)
- Searcy Financial Services, Inc., Overland Park, KS (24 mi)
- Freestate Advisors LLC, Overland Park, KS (25 mi)
- Waterfront Wealth Inc., Overland Park, KS (25 mi)
- Tfb Advisors, LLC, Overland Park, KS (25 mi)
- Legacy Financial Strategies, LLC, Overland Park, KS (25 mi)
- Mariner, Overland Park, KS (25 mi)
- Mariner Advisor Network, Overland Park, KS (25 mi)
- Mariner Independent, Overland Park, KS (25 mi)
- Mn Wealth Advisors, LLC, Overland Park, KS (25 mi)
- Pcg Wealth Management, Overland Park, KS (25 mi)
- Creative Planning, Overland Park, KS (25 mi)
- Caliber Wealth Management, LLC, Overland Park, KS (25 mi)
- Prime Capital Financial, Overland Park, KS (25 mi)
- Sarver Vrooman Wealth Advisors LLC, Kansas City, MO (25 mi)
- Konza Global Wealth Group, Overland Park, KS (25 mi)
- Providence Financial Advisors, LLC, Overland Park, KS (26 mi)
- Insight Financial Services, Overland Park, KS (26 mi)
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Frequently asked questions
How many retirement plan advisors serve Cass County?
We list 48 retirement plan advisors serving Cass County, MO: 1 based there and 47 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cass County?
The top-ranked retirement plan advisors serving Cass County, MO are Heritage Asset Management, LLC, Lexaurum Advisors, Normandy Investment Advisors, Phd Retirement Consulting and Prevail Innovative Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cass County are verified against official records?
10 of the top 10 match an active official record: Heritage Asset Management, LLC (U.S. Securities and Exchange Commission), Lexaurum Advisors (U.S. Securities and Exchange Commission), Normandy Investment Advisors (U.S. Securities and Exchange Commission), Phd Retirement Consulting (U.S. Securities and Exchange Commission) and Prevail Innovative Wealth Advisors, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Cass County
Communities served
Harrisonville, Pleasant Hill, Peculiar, Lake Winnebago, Garden City, Archie, Loch Lloyd, Drexel, Cleveland, Freeman, Creighton, East Lynne, West Line, Strasburg, Lake Annette, Baldwin Park, Gunn City, Riverview Estates