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Financial Advisors in Independence, MO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Independence: Alliance Financial & Income Tax, RFA Score 74/100; 4.9★ from 326 Google reviews.

  2. 8

    Most-reviewed: Engaged Financial, 804 Google reviews at 4.4★, the most of 329 ranked; ranked #8.

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

329 Independence financial advisors are ranked here by RFA Score, from eight published factors. 50 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.9★ across 329 rated firms.

Top 10 financial advisors in Independence 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 Independence at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Alliance Financial & Income Tax744.9★ (326)Blue Springs, 9 mi away—Top score
2Mutual of Omaha Mortgage734.8★ (505)Overland Park, 17 mi away——
3Creative Planning724.8★ (422)Overland Park, 17 mi away——
4UMB Bank (with drive-thru services)724.5★ (125)IndependenceSat—
5Cybersecurity & Strategic IT Services in Lenexa, KS | Onsite Logic725.0★ (228)Lenexa, 19 mi away——
6Stephen Pirch - COUNTRY Financial, Financial Advisor724.9★ (142)Lee's Summit, 12 mi away——
7Cetera Planning Partners715.0★ (135)Leawood, 17 mi away——
8Engaged Financial714.4★ (804)Kansas City, 18 mi away—Most reviews
9UMB Bank (with drive-thru services)704.4★ (66)IndependenceSat—
10Trading Academy - Kansas City704.8★ (177)Overland Park, 18 mi away——

All 329 financial advisors in Independence, 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.

  2. #2 Mutual of Omaha Mortgage

    Based in Overland Park, 17 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 505 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 505 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    10740 Nall Ave #115, Overland Park, KS 66211
    View profile for Mutual of Omaha Mortgage(913) 954-4320

  3. #3 Creative Planning

    Based in Overland Park, 17 mi away

    72/100RFA Score

    Ranked #3 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

  7. #7 Cetera Planning Partners

    Based in Leawood, 17 mi away

    71/100RFA Score

    Ranked #7 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

  8. #8 Engaged Financial

    Based in Kansas City, 18 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.4★ from 804 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 804 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    10812 MO-45, Parkville, MO 64152
    View profile for Engaged Financial(888) 827-8962

  14. #14 WATERFRONT ADVISORS

    Based in Overland Park, 19 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    6711 W 121st St #200, Overland Park, KS 66209
    View profile for WATERFRONT ADVISORS(913) 951-5800

  18. #18 WEALTH | KC

    Based in Kansas City, 12 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    1420 NW Vivion Rd Suite 113, Kansas City, MO 64118
    View profile for WEALTH | KC(816) 820-4756

  20. #20 MOKAN Wealth Management

    Based in Overland Park, 20 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    14221 Metcalf Ave #150, Overland Park, KS 66223
    View profile for MOKAN Wealth Management(913) 257-3991

  21. #21 Padgett Summit

    Based in Lee's Summit, 12 mi away

    69/100RFA Score

    Ranked #21 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

  25. #25 Rayhons Financial

    Based in Lee's Summit, 11 mi away

    68/100RFA Score

    Ranked #25 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

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 329 ranked financial advisors here; the rest are on their profiles.

financial advisors in Independence, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Williams Financial Group684.9★ (53)14 mi
27UMB Bank (with drive-thru services)684.5★ (64)9 mi
28BMG Advisors "Plan Your Story"685.0★ (35)10 mi
29NextGen Wealth684.8★ (51)13 mi
30TAXCHOPPER / Sammy Trading Co / IBRAMMY INVESTMENT INC .684.7★ (34)7 mi
31Financial institution684.8★ (36)9 mi
32Holistic Planning - Kansas City685.0★ (31)11 mi
33Infinitas684.9★ (70)19 mi
34Jacqueline Jones: Primerica - Financial Services685.0★ (38)14 mi
35Java Wealth Planning675.0★ (10)In Independence
36Stewardship Capital Ltd.674.7★ (12)In Independence
37Arvest Bank673.9★ (37)In Independence
38Jodie Michelle Orel: Primerica - Financial Services675.0★ (23)8 mi
39Martin Tax & Financial Services674.6★ (31)8 mi
40Vico Chery - COUNTRY Financial Agent674.9★ (30)12 mi
41Market Advisory Group Overland Park675.0★ (36)16 mi
42Tellis Bolton: Primerica - Financial Services675.0★ (30)14 mi
43Buttonwood Financial Group, LLC674.8★ (22)9 mi
44Tiffany Nyquist - COUNTRY Financial Agent675.0★ (24)12 mi
45BSG Advisers - Overland Park675.0★ (36)17 mi
46Elevated Retirement Group675.0★ (31)15 mi
47Prevail Innovative Wealth Strategies665.0★ (41)19 mi
48David Cooley - COUNTRY Financial Representative664.9★ (40)18 mi
49UMB Bank (with drive-thru services)664.5★ (79)18 mi
50WealthRoute Financial Planning665.0★ (6)In Independence

Also serving Independence

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 Independence
BusinessGoogle ratingDistance
ADT Financial Consulting and Bookkeeping LLC5.0★ (2)In Independence
Black Book BudgetingIn Independence
Builders Financial Services5.0★ (1)In Independence
Edward Jones5.0★ (1)In Independence
Edward JonesIn Independence
Edward Jones - Financial Advisor: Chris Thiele, CFP®5.0★ (2)In Independence
Edward Jones - Financial Advisor: Corey M Long, CEPA®|CRPC™5.0★ (1)In Independence
Edward Jones - Financial Advisor: Craig Bolger, AAMS®In Independence
Edward Jones - Financial Advisor: Drew Hammer5.0★ (1)In Independence
Edward Jones - Financial Advisor: Jacob Bolger, SE-AWMA®In Independence
Edward Jones - Financial Advisor: Jon Klassen, AAMS®5.0★ (1)In Independence
Edward Jones - Financial Advisor: Matthew J Flax, CFP®5.0★ (1)In Independence
Edward Jones - Financial Advisor: Sarah E LopezIn Independence
Edward Jones - Financial Advisor: Susan L Butler5.0★ (1)In Independence
Edward Jones - Financial Advisor: Troy Ganson, CFP®5.0★ (2)In Independence
envision financial independence mo5.0★ (2)In Independence
FDF Wealth Strategies5.0★ (2)In Independence
Michelle Hutton - Central Investment AdvisorsIn Independence
Piertree Planning5.0★ (1)In Independence
Premier Wealth Advisors5.0★ (2)In Independence

How we ranked Independence financial advisors

We scored 329 Independence 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 Independence 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 Independence: frequently asked questions

Which financial advisor has the highest RFA Score in Independence?

By RFA Score, the highest-ranked financial advisor in Independence, MO is Alliance Financial & Income Tax with an RFA Score of 74/100. It has 4.9★ from 326 Google reviews. Mutual of Omaha Mortgage (#2) and Creative Planning (#3) follow. We ranked 329 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Independence?

RankedFinancialAdvisors ranks 329 financial advisors serving Independence, MO. 8 of them are based in Independence; 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 Independence work on weekends?

50 of 329 ranked financial advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are UMB Bank (with drive-thru services) (#4), UMB Bank (with drive-thru services) (#9) and UMB Bank (with drive-thru services) (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Independence financial advisors have?

The median Google rating among 329 rated financial advisors in Independence is 4.9★, with a median of 10 reviews. Engaged Financial has the most, 804 reviews, and ranks #8. 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 Independence count in this ranking?

Yes, if they are within 25 mi of the Independence 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 Independence 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 Independence 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 Independence

  1. November 2026: RFA Scores recalculated for 329 financial advisors serving Independence.

More financial advisors and Independence pages