Top Area Wealth Management Firms Survey

Ingram’s will publish its updated list of the Top Area Wealth Management Firms in the September 2024 edition. Please fill out the form below by Friday, July 26 and click Submit. Rankings will be determined by total AUM/AUA as of Dec. 31, 2023. As always, there is no charge to participate, and every organization that responds will be included in our on-line lists at Ingrams.com; the Top 25 will be featured in the print edition of Ingram’s. Call 816.268.6402 if you have questions.

Your First Name

Your Last Name

Your Company or Organization

Your Company Street Address

Your Company City

Your Company State

Your Company ZIP Code

Your Phone Number

Your Fax Number

Your E-Mail

Your Company Web Site

City and State of Your Headquarters

Year Your Firm Was Founded

Year Firm Began Operations in Kansas City Region

Total Number of Offices

Assets Under Management, Dec. 31, 2023

Assets Under Management, Dec. 31, 2022

Number of Client Accounts, Dec. 31, 2023

Number of Client Accounts, Dec. 31, 2022

Number of HNW Accounts, Dec. 31, 2023

Number of HNW Accounts, Dec. 31, 2022

Dollar Value of HNW Account Assets, Dec. 31, 2022

Number of Non-Clerical Employees, Dec. 31, 2023

Number of Registered Advisers, Dec. 31, 2023

Top Area Executive First Name

Top Area Executive Last Name

Top Area Executive Title

Top Area Executive Phone

Top Area Executive Email

Chief Investment Officer First Name

Chief Investment Officer Last Name

Chief Investment Officer Email

Chief Marketing Officer First Name

Chief Marketing Officer Last Name

Chief Marketing Officer Email

Chief Financial Officer First Name

Chief Financial Officer Last Name

Chief Financial Officer Email

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Top Area Wealth Management Firms Survey

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Top Area Wealth Management Firms Survey

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