Skip to content

Financial Advisors in Grain Valley, MO: 2026 rankings

191 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Grain Valley: Alliance Financial & Income Tax, RFA Score 77/100; 4.9★ from 326 Google reviews.

  2. 4

    Most-reviewed: Creative Planning, 422 Google reviews at 4.8★, the most of 191 ranked; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

191 Grain Valley financial advisors are ranked here by RFA Score, from eight published factors. 35 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 191 rated firms.

Top 10 financial advisors in Grain Valley at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Grain Valley at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Alliance Financial & Income Tax774.9★ (326)Blue Springs, 4 mi away—Top score
2Kyle Given - COUNTRY Financial Agent734.9★ (54)Grain Valley——
3Stephen Pirch - COUNTRY Financial, Financial Advisor724.9★ (142)Lee's Summit, 13 mi away——
4Creative Planning714.8★ (422)Overland Park, 25 mi away—Most reviews
5UMB Bank (with drive-thru services)714.4★ (103)Blue Springs, 4 mi awaySat—
6Richelle Gall - COUNTRY Financial Agent704.9★ (39)Blue Springs, 4 mi away——
7Accounting & Tax Solutions Inc.704.9★ (61)Lee's Summit, 11 mi away——
8UMB Bank (with drive-thru services)704.5★ (125)Independence, 12 mi awaySat—
9Cetera Planning Partners705.0★ (135)Leawood, 24 mi away——
10Padgett Summit704.9★ (55)Lee's Summit, 12 mi away——

All 191 financial advisors in Grain Valley, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Creative Planning

    Based in Overland Park, 25 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 422 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 422 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5454 W 110th St, Overland Park, KS 66211
    View profile for Creative Planning(913) 338-2727

  9. #9 Cetera Planning Partners

    Based in Leawood, 24 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 135 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 135 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    11460 Tomahawk Creek Pkwy Ste 400, Leawood, KS 66211
    View profile for Cetera Planning Partners(913) 498-8898

  10. #10 Padgett Summit

    Based in Lee's Summit, 12 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 55 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    211 SE Grand Ave Ste b, Lee's Summit, MO 64063
    View profile for Padgett Summit(816) 353-2242

  11. #11 Rayhons Financial

    Based in Lee's Summit, 10 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1320 NE Windsor Dr, Lee's Summit, MO 64086
    View profile for Rayhons Financial(816) 434-6607

  14. #14 NextGen Wealth

    Based in Lee's Summit, 14 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 51 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–12 PM · Sun closed
    Address
    405 SW Waterfall Ct, Lee's Summit, MO 64081
    View profile for NextGen Wealth(816) 287-4780

  21. #21 Williams Financial Group

    Based in Kansas City, 21 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 53 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 53 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    800 E 101st Terrace #210, Kansas City, MO 64131
    View profile for Williams Financial Group(855) 934-5522

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 191 ranked financial advisors here; the rest are on their profiles.

financial advisors in Grain Valley, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26WEALTH | KC665.0★ (49)24 mi
27BMG Advisors "Plan Your Story"665.0★ (35)22 mi
28UMB Bank (with drive-thru services)664.5★ (64)21 mi
29Stewardship Capital Ltd.664.7★ (12)8 mi
30Mike Martin & Associates654.2★ (20)9 mi
31Tellis Bolton: Primerica - Financial Services655.0★ (30)21 mi
32TAXCHOPPER / Sammy Trading Co / IBRAMMY INVESTMENT INC .654.7★ (34)20 mi
33Holistic Planning - Kansas City655.0★ (31)22 mi
34Kansas City Business Solutions655.0★ (11)11 mi
35Market Advisory Group Overland Park655.0★ (36)24 mi
36Oak Road Wealth Management655.0★ (13)12 mi
37Financial institution654.8★ (36)22 mi
38Summit Pointe Financial Group654.5★ (13)10 mi
39Steve Leeper - COUNTRY Financial Representative655.0★ (3)In Grain Valley
40Arvest Bank653.9★ (37)12 mi
41ECS Capital Investments655.0★ (5)5 mi
421st MidAmerica Credit Union653.5★ (61)8 mi
43Elevated Retirement Group655.0★ (31)24 mi
44UMB Bank (with drive-thru services)654.0★ (97)19 mi
45COUNTRY Financial654.4★ (7)6 mi
46Kelli Smith645.0★ (10)12 mi
47Vico Chery - COUNTRY Financial Agent644.9★ (30)24 mi
48UMB Bank (with drive-thru services)644.5★ (53)25 mi
49Shade Tree Investments645.0★ (4)4 mi
50Edward Jones - Financial Advisor: Carson Burke, CFP®|CEPA®645.0★ (6)8 mi

Also serving Grain Valley

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Grain Valley
BusinessGoogle ratingDistance
Beacon Financial Advisors3.5★ (2)11 mi
cfs Wealth Management Group, LLC1.0★ (1)In Grain Valley
Claims Recovery Services5.0★ (2)20 mi
Edward Jones - Financial Advisor: Chris Thiele, CFP®5.0★ (2)10 mi
Edward Jones - Financial Advisor: John A Skinner3.5★ (2)2 mi
Edward Jones - Financial Advisor: Kevin J McClelland, ChFC®|ChSNC®|AAMS®5.0★ (2)3 mi
Edward Jones - Financial Advisor: Lucas D WatsonIn Grain Valley
Edward Jones - Financial Advisor: Philip R Parke, CFP®|CPWA®5.0★ (2)20 mi
Edward Jones - Financial Advisor: Troy Ganson, CFP®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Zack BarberIn Grain Valley
envision financial independence mo5.0★ (2)12 mi
Fiduciary Advisory ServicesIn Grain Valley
Financial Avenues, LLC5.0★ (2)21 mi
Kasper Steck Wealth Management5.0★ (2)13 mi
Mound City Investments3.5★ (2)19 mi
Premier Wealth Advisors5.0★ (2)10 mi
Shane Spencer3.0★ (2)20 mi
Snider Talbot Financial Planning5.0★ (2)20 mi
Steve Heggs - Raymond James5.0★ (2)5 mi
U.S. Bancorp Advisors - Financial Advisors: Nichole Jansen3.5★ (2)4 mi

How we ranked Grain Valley financial advisors

We scored 191 Grain Valley financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Grain Valley data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Grain Valley: frequently asked questions

Which financial advisor has the highest RFA Score in Grain Valley?

By RFA Score, the highest-ranked financial advisor in Grain Valley, MO is Alliance Financial & Income Tax with an RFA Score of 77/100. It has 4.9★ from 326 Google reviews. Kyle Given - COUNTRY Financial Agent (#2) and Stephen Pirch - COUNTRY Financial, Financial Advisor (#3) follow. We ranked 191 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Grain Valley?

RankedFinancialAdvisors ranks 191 financial advisors serving Grain Valley, MO. 3 of them are based in Grain Valley; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Grain Valley work on weekends?

35 of 191 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are UMB Bank (with drive-thru services) (#5), UMB Bank (with drive-thru services) (#8) and UMB Bank (with drive-thru services) (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Grain Valley financial advisors have?

The median Google rating among 191 rated financial advisors in Grain Valley is 4.9★, with a median of 11 reviews. Creative Planning has the most, 422 reviews, and ranks #4. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Grain Valley count in this ranking?

Yes, if they are within 25 mi of the Grain Valley city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Grain Valley ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Grain Valley a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Grain Valley

  1. November 2026: RFA Scores recalculated for 191 financial advisors serving Grain Valley.

More financial advisors and Grain Valley pages