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.