Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Atwood & Palmer, Inc. financial advisors in Kansas City, MO

Every SEC-registered investment adviser representative at a Atwood & Palmer, Inc. office in Kansas City, A to Z.

The short answer

7 registered advisors work at Atwood & Palmer, Inc. in Kansas City, out of 7 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Atwood & Palmer, Inc. advisors in Kansas City, A to Z

Every Atwood & Palmer, Inc. advisor →

Atwood & Palmer, Inc. advisors in every city and state →Atwood & Palmer, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Kansas City

All Kansas City advisors →

Modern Wealth Management, LLC 69Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Umb Financial Services, Inc. 9

Questions

How many financial advisors does Atwood & Palmer, Inc. have in Kansas City?

7 investment adviser representatives are registered at Atwood & Palmer, Inc. offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Atwood & Palmer, Inc. one of the largest advisor employers in Kansas City?

Atwood & Palmer, Inc. ranks number 15 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 69.

How do I check a Atwood & Palmer, Inc. advisor in Kansas City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Atwood & Palmer, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.