#1Strongbox Wealth, LLC
STRONGBOX WEALTH, LLC
Based in Lee's Summit, MO
Retirement Plan Advisors in Lee's Summit, MO
The top-ranked retirement plan advisors serving Lee's Summit, MO are Strongbox Wealth, LLC, Stewardship Capital and Heritage Asset Management, LLC. We list 49 retirement plan advisors serving Lee's Summit, 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 Lee's Summit, 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 Lee's Summit
#2Stewardship Capital
STEWARDSHIP CAPITAL, LTD.Serves this area from Independence, MO (8 mi)#3Heritage Asset Management, LLC
HERITAGE ASSET MANAGEMENT, LLCServes this area from Belton, MO (10 mi)#4Sarver Vrooman Wealth Advisors LLC
SARVER VROOMAN WEALTH ADVISORS LLCServes this area from Kansas City, MO (12 mi)#5Normandy Investment Advisors
SUMMIT INVESTMENT ADVISORS INCServes this area from Leawood, KS (12 mi)#6Viawealth, LLC
VIAWEALTH, LLCServes this area from Leawood, KS (13 mi)#7Prairie Advisory, LLC
PRAIRIE ADVISORY, LLCServes this area from Leawood, KS (13 mi)#8Cetera Planning Partners
THE RETIREMENT PLANNING GROUP, LLCServes this area from Leawood, KS (13 mi)#9Freestate Advisors LLC
FREESTATE ADVISORS LLCServes this area from Overland Park, KS (14 mi)#10Prairie Capital Management Group, LLC
PRAIRIE CAPITAL MANAGEMENT GROUP, LLCServes this area from Kansas City, MO (14 mi)
20 more providers serving this area
- Tfb Advisors, LLC, Overland Park, KS (14 mi)
- Prevail Innovative Wealth Advisors, LLC, Leawood, KS (14 mi)
- Creative Planning, Overland Park, KS (14 mi)
- Fortis Capital Advisors, LLC, Prairie Village, KS (14 mi)
- Legacy Financial Strategies, LLC, Overland Park, KS (14 mi)
- Konza Global Wealth Group, Overland Park, KS (14 mi)
- Nicholson Meyer Capital Management, Inc., Kansas City, MO (14 mi)
- Mariner, Overland Park, KS (14 mi)
- Mariner Advisor Network, Overland Park, KS (14 mi)
- Mariner Independent, Overland Park, KS (14 mi)
- Pcg Wealth Management, Overland Park, KS (14 mi)
- Caliber Wealth Management, LLC, Overland Park, KS (15 mi)
- Prime Capital Financial, Overland Park, KS (15 mi)
- Cabin Advisors, LLC, Overland Park, KS (15 mi)
- Legacy Investment Partners, LLC, Overland Park, KS (15 mi)
- Mn Wealth Advisors, LLC, Overland Park, KS (15 mi)
- Providence Financial Advisors, LLC, Overland Park, KS (15 mi)
- Waterfront Wealth Inc., Overland Park, KS (15 mi)
- Insight Financial Services, Overland Park, KS (15 mi)
- Novadius Wealth Management, Overland Park, KS (15 mi)
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Frequently asked questions
How many retirement plan advisors serve Lee's Summit?
We list 49 retirement plan advisors serving Lee's Summit, MO: 1 based there and 48 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 Lee's Summit?
The top-ranked retirement plan advisors serving Lee's Summit, MO are Strongbox Wealth, LLC, Stewardship Capital, Heritage Asset Management, LLC, Sarver Vrooman Wealth Advisors LLC and Normandy Investment Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lee's Summit are verified against official records?
10 of the top 10 match an active official record: Strongbox Wealth, LLC (U.S. Securities and Exchange Commission), Stewardship Capital (U.S. Securities and Exchange Commission), Heritage Asset Management, LLC (U.S. Securities and Exchange Commission), Sarver Vrooman Wealth Advisors LLC (U.S. Securities and Exchange Commission) and Normandy Investment Advisors (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 .