#1Prosperity Planning
PROSPERITY PLANNING, INC.
Serves this area from North Kansas City, MO (11 mi)
Retirement Plan Advisors in Liberty, MO
The top-ranked retirement plan advisors serving Liberty, MO are Prosperity Planning, Divvi Wealth Management and Stewardship Capital. We list 7 retirement plan advisors serving Liberty, MO. 7 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 Liberty, MO (Clay County). 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Liberty
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Prosperity Planning | SEC-registered investment adviser (CRD)#298268 | North Kansas City, MO (11 mi) | (816) 587-7526 |
| 2 | Divvi Wealth Management | SEC-registered investment adviser (CRD)#318241 | Kansas City, MO (14 mi) | (816) 237-8137 |
| 3 | Stewardship Capital | SEC-registered investment adviser (CRD)#110944 | Independence, MO (15 mi) | (816) 833-6650 |
| 4 | Nicholson Meyer Capital Management, Inc. | SEC-registered investment adviser (CRD)#105580 | Kansas City, MO (17 mi) | (816) 931-5757 |
| 5 | Prairie Capital Management Group, LLC | SEC-registered investment adviser (CRD)#311623 | Kansas City, MO (17 mi) | (860) 596-8126 |
| 6 | Strongbox Wealth, LLC | SEC-registered investment adviser (CRD)#304952 | Lee's Summit, MO (19 mi) | (816) 607-5410 |
| 7 | Sarver Vrooman Wealth Advisors LLC | SEC-registered investment adviser (CRD)#332699 | Kansas City, MO (22 mi) | (816) 601-1150 |
#2Divvi Wealth Management
DIVVI WEALTH MANAGEMENT LLCServes this area from Kansas City, MO (14 mi)#3Stewardship Capital
STEWARDSHIP CAPITAL, LTD.Serves this area from Independence, MO (15 mi)#4Nicholson Meyer Capital Management, Inc.
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.Serves this area from Kansas City, MO (17 mi)#5Prairie Capital Management Group, LLC
PRAIRIE CAPITAL MANAGEMENT GROUP, LLCServes this area from Kansas City, MO (17 mi)#6Strongbox Wealth, LLC
STRONGBOX WEALTH, LLCServes this area from Lee's Summit, MO (19 mi)#7Sarver Vrooman Wealth Advisors LLC
SARVER VROOMAN WEALTH ADVISORS LLCServes this area from Kansas City, MO (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Liberty?
We list 7 retirement plan advisors serving Liberty, MO: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Liberty?
The top-ranked retirement plan advisors serving Liberty, MO are Prosperity Planning, Divvi Wealth Management, Stewardship Capital, Nicholson Meyer Capital Management, Inc. and Prairie Capital Management Group, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Liberty are verified against official records?
7 of the top 7 match an active official record: Prosperity Planning (U.S. Securities and Exchange Commission), Divvi Wealth Management (U.S. Securities and Exchange Commission), Stewardship Capital (U.S. Securities and Exchange Commission), Nicholson Meyer Capital Management, Inc. (U.S. Securities and Exchange Commission) and Prairie Capital Management Group, LLC (U.S. Securities and Exchange Commission), and 2 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 .