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Financial Advisors in Shawnee, KS: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Shawnee: Cybersecurity & Strategic IT Services in Lenexa, KS | Onsite Logic, RFA Score 75/100; 5.0★ from 228 Google reviews.

  2. 6

    Most-reviewed: Engaged Financial, 804 Google reviews at 4.4★, the most of 331 ranked; ranked #6.

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

331 Shawnee financial advisors are ranked here by RFA Score, from eight published factors. 48 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 331 rated firms.

Most of this list also appears on the Financial advisors in Overland Park ranking. See Financial advisors in Overland Park

Top 10 financial advisors in Shawnee 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 Shawnee at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Cybersecurity & Strategic IT Services in Lenexa, KS | Onsite Logic755.0★ (228)Lenexa, 5 mi awayTop score
2Mutual of Omaha Mortgage754.8★ (505)Overland Park, 8 mi away—
3Creative Planning754.8★ (422)Overland Park, 9 mi away—
4Cetera Planning Partners735.0★ (135)Leawood, 10 mi away—
5Trading Academy - Kansas City734.8★ (177)Overland Park, 8 mi away—
6Engaged Financial724.4★ (804)Kansas City, 12 mi awayMost reviews
7WATERFRONT ADVISORS725.0★ (96)Overland Park, 10 mi away—
8MOKAN Wealth Management715.0★ (101)Overland Park, 12 mi away—
9Infinitas714.9★ (70)Overland Park, 8 mi away—
10Alliance Financial & Income Tax704.9★ (326)Blue Springs, 24 mi away—

All 331 financial advisors in Shawnee, 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, 8 mi away

    75/100RFA 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, 9 mi away

    75/100RFA 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

  4. #4 Cetera Planning Partners

    Based in Leawood, 10 mi away

    73/100RFA Score

    Ranked #4 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

  6. #6 Engaged Financial

    Based in Kansas City, 12 mi away

    72/100RFA Score

    Ranked #6 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

  7. #7 WATERFRONT ADVISORS

    Based in Overland Park, 10 mi away

    72/100RFA Score

    Ranked #7 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

  8. #8 MOKAN Wealth Management

    Based in Overland Park, 12 mi away

    71/100RFA Score

    Ranked #8 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

  9. #9 Infinitas

    Based in Overland Park, 8 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 70 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    10801 Mastin St Suite 370, Overland Park, KS 66210
    View profile for Infinitas(913) 563-7300

  17. #17 Williams Financial Group

    Based in Kansas City, 10 mi away

    69/100RFA Score

    Ranked #17 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

  20. #20 WEALTH | KC

    Based in Kansas City, 12 mi away

    69/100RFA Score

    Ranked #20 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

  22. #22 FNBO

    Based in Shawnee

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.5★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    6301 Pflumm Rd, Shawnee, KS 66216
    View profile for FNBO(913) 266-7300

  23. #23 Elevated Retirement Group

    Based in Prairie Village, 7 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–2:30 PM · Sat–Sun closed
    Address
    5200 W 94th Terrace #208, Prairie Village, KS 66207
    View profile for Elevated Retirement Group(913) 393-4724

How we ranked Shawnee financial advisors

We scored 331 Shawnee 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 Shawnee 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 Shawnee: frequently asked questions

Which financial advisor has the highest RFA Score in Shawnee?

By RFA Score, the highest-ranked financial advisor in Shawnee, KS is Cybersecurity & Strategic IT Services in Lenexa, KS | Onsite Logic with an RFA Score of 75/100. It has 5.0★ from 228 Google reviews. Mutual of Omaha Mortgage (#2) and Creative Planning (#3) follow. We ranked 331 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Shawnee?

RankedFinancialAdvisors ranks 331 financial advisors serving Shawnee, KS. 2 of them are based in Shawnee; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial advisors in Shawnee work on weekends?

48 of 331 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are UMB Bank (with drive-thru services) (#12), FNBO (#22) and UMB Bank (with drive-thru services) (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Shawnee financial advisors have?

The median Google rating among 331 rated financial advisors in Shawnee is 4.9★, with a median of 10 reviews. Engaged Financial has the most, 804 reviews, and ranks #6. 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 Shawnee count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 331 financial advisors serving Shawnee.

More financial advisors and Shawnee pages