#1Heritage Asset Management, LLC
HERITAGE ASSET MANAGEMENT, LLC
Serves this area from Belton, MO (2 mi)
Retirement Plan Advisors in Raymore, MO
The top-ranked retirement plan advisors serving Raymore, MO are Heritage Asset Management, LLC, Normandy Investment Advisors and Prevail Innovative Wealth Advisors, LLC. We list 48 retirement plan advisors serving Raymore, 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 Raymore, MO (Cass County). 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 Raymore
#2Normandy Investment Advisors
SUMMIT INVESTMENT ADVISORS INCServes this area from Leawood, KS (10 mi)#3Prevail Innovative Wealth Advisors, LLC
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCServes this area from Leawood, KS (11 mi)#4Lexaurum Advisors
LEXAURUM ADVISORS, LLCServes this area from Overland Park, KS (12 mi)#5Phd Retirement Consulting
PHD CONSULTING LLCServes this area from Overland Park, KS (12 mi)#6Cabin Advisors, LLC
CABIN ADVISORS, LLCServes this area from Overland Park, KS (12 mi)#7Legacy Investment Partners, LLC
LEGACY INVESTMENT PARTNERS, LLCServes this area from Overland Park, KS (12 mi)#8Cetera Planning Partners
THE RETIREMENT PLANNING GROUP, LLCServes this area from Leawood, KS (12 mi)#9Prairie Advisory, LLC
PRAIRIE ADVISORY, LLCServes this area from Leawood, KS (12 mi)#10Freestate Advisors LLC
FREESTATE ADVISORS LLCServes this area from Overland Park, KS (13 mi)
20 more providers serving this area
- Engage Wealth Advisors, LLC, Overland Park, KS (13 mi)
- Midwest Financial Group LLC, Overland Park, KS (13 mi)
- Strongbox Wealth, LLC, Lee's Summit, MO (13 mi)
- Centerpoint Advisory Group, LLC, Overland Park, KS (13 mi)
- Sarver Vrooman Wealth Advisors LLC, Kansas City, MO (13 mi)
- Tfb Advisors, LLC, Overland Park, KS (13 mi)
- Searcy Financial Services, Inc., Overland Park, KS (13 mi)
- Waterfront Wealth Inc., Overland Park, KS (13 mi)
- Legacy Financial Strategies, LLC, Overland Park, KS (13 mi)
- Creative Planning, Overland Park, KS (13 mi)
- Mariner, Overland Park, KS (13 mi)
- Mariner Advisor Network, Overland Park, KS (13 mi)
- Mariner Independent, Overland Park, KS (13 mi)
- Pcg Wealth Management, Overland Park, KS (13 mi)
- Mn Wealth Advisors, LLC, Overland Park, KS (14 mi)
- Caliber Wealth Management, LLC, Overland Park, KS (14 mi)
- Konza Global Wealth Group, Overland Park, KS (14 mi)
- Prime Capital Financial, Overland Park, KS (14 mi)
- Providence Financial Advisors, LLC, Overland Park, KS (14 mi)
- Viawealth, LLC, Leawood, KS (14 mi)
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Frequently asked questions
How many retirement plan advisors serve Raymore?
We list 48 retirement plan advisors serving Raymore, MO: 0 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 Raymore?
The top-ranked retirement plan advisors serving Raymore, MO are Heritage Asset Management, LLC, Normandy Investment Advisors, Prevail Innovative Wealth Advisors, LLC, Lexaurum Advisors and Phd Retirement Consulting. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Raymore 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), Normandy Investment Advisors (U.S. Securities and Exchange Commission), Prevail Innovative Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Lexaurum Advisors (U.S. Securities and Exchange Commission) and Phd Retirement Consulting (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 .