#1Normandy Investment Advisors
SUMMIT INVESTMENT ADVISORS INC
Serves this area from Leawood, KS (5 mi)
Retirement Plan Advisors in Grandview, MO
The top-ranked retirement plan advisors serving Grandview, MO are Normandy Investment Advisors, Heritage Asset Management, LLC and Cetera Planning Partners. We list 49 retirement plan advisors serving Grandview, 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 Grandview, MO (Jackson County). 49 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 Grandview
#2Heritage Asset Management, LLC
HERITAGE ASSET MANAGEMENT, LLCServes this area from Belton, MO (5 mi)#3Cetera Planning Partners
THE RETIREMENT PLANNING GROUP, LLCServes this area from Leawood, KS (6 mi)#4Prairie Advisory, LLC
PRAIRIE ADVISORY, LLCServes this area from Leawood, KS (6 mi)#5Prevail Innovative Wealth Advisors, LLC
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCServes this area from Leawood, KS (6 mi)#6Sarver Vrooman Wealth Advisors LLC
SARVER VROOMAN WEALTH ADVISORS LLCServes this area from Kansas City, MO (7 mi)#7Freestate Advisors LLC
FREESTATE ADVISORS LLCServes this area from Overland Park, KS (7 mi)#8Tfb Advisors, LLC
TFB ADVISORS, LLCServes this area from Overland Park, KS (7 mi)#9Cabin Advisors, LLC
CABIN ADVISORS, LLCServes this area from Overland Park, KS (7 mi)#10Legacy Investment Partners, LLC
LEGACY INVESTMENT PARTNERS, LLCServes this area from Overland Park, KS (7 mi)
20 more providers serving this area
- Creative Planning, Overland Park, KS (8 mi)
- Legacy Financial Strategies, LLC, Overland Park, KS (8 mi)
- Mariner, Overland Park, KS (8 mi)
- Mariner Advisor Network, Overland Park, KS (8 mi)
- Mariner Independent, Overland Park, KS (8 mi)
- Pcg Wealth Management, Overland Park, KS (8 mi)
- Konza Global Wealth Group, Overland Park, KS (8 mi)
- Viawealth, LLC, Leawood, KS (8 mi)
- Caliber Wealth Management, LLC, Overland Park, KS (8 mi)
- Mn Wealth Advisors, LLC, Overland Park, KS (8 mi)
- Prime Capital Financial, Overland Park, KS (8 mi)
- Waterfront Wealth Inc., Overland Park, KS (8 mi)
- Engage Wealth Advisors, LLC, Overland Park, KS (8 mi)
- Midwest Financial Group LLC, Overland Park, KS (8 mi)
- Phd Retirement Consulting, Overland Park, KS (8 mi)
- Centerpoint Advisory Group, LLC, Overland Park, KS (8 mi)
- Searcy Financial Services, Inc., Overland Park, KS (8 mi)
- Providence Financial Advisors, LLC, Overland Park, KS (8 mi)
- Insight Financial Services, Overland Park, KS (8 mi)
- Lexaurum Advisors, Overland Park, KS (8 mi)
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Frequently asked questions
How many retirement plan advisors serve Grandview?
We list 49 retirement plan advisors serving Grandview, MO: 0 based there and 49 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 Grandview?
The top-ranked retirement plan advisors serving Grandview, MO are Normandy Investment Advisors, Heritage Asset Management, LLC, Cetera Planning Partners, Prairie Advisory, LLC 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 Grandview are verified against official records?
10 of the top 10 match an active official record: Normandy Investment Advisors (U.S. Securities and Exchange Commission), Heritage Asset Management, LLC (U.S. Securities and Exchange Commission), Cetera Planning Partners (U.S. Securities and Exchange Commission), Prairie Advisory, LLC (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 .