Skip to content

Financial Planners in Grain Valley, MO: 2026 rankings

114 financial planners 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 114 ranked; ranked #4.

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

114 Grain Valley financial planners are ranked here by RFA Score, from eight published factors. 30 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 114 rated firms.

Top 10 financial planners 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 planners 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 Agent724.9★ (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 Summit694.9★ (55)Lee's Summit, 12 mi away——

All 114 financial planners 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

    69/100RFA 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

  13. #13 NextGen Wealth

    Based in Lee's Summit, 14 mi away

    68/100RFA Score

    Ranked #13 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

  24. #24 Stewardship Capital Ltd.

    Based in Independence, 8 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4200 Little Blue Pkwy #650, Independence, MO 64057
    View profile for Stewardship Capital Ltd.(816) 833-6650

Financial planners 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 114 ranked financial planners here; the rest are on their profiles.

financial planners in Grain Valley, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Kansas City Business Solutions655.0★ (11)11 mi
27Summit Pointe Financial Group654.5★ (13)10 mi
28Arvest Bank653.9★ (37)12 mi
29UMB Bank (with drive-thru services)644.0★ (97)19 mi
301st MidAmerica Credit Union643.5★ (61)8 mi
31Elevated Retirement Group645.0★ (31)24 mi
32Steve Leeper - COUNTRY Financial Representative645.0★ (3)In Grain Valley
33ECS Capital Investments645.0★ (5)5 mi
34COUNTRY Financial644.4★ (7)6 mi
35UMB Bank (with drive-thru services)644.5★ (53)25 mi
36Kelli Smith645.0★ (10)12 mi
37Vico Chery - COUNTRY Financial Agent644.9★ (30)24 mi
38Legacy Financial Strategies645.0★ (29)25 mi
39Community Bank of Raymore644.2★ (47)20 mi
40Sprouse Financial645.0★ (9)12 mi
41Shade Tree Investments645.0★ (4)4 mi
42UMB Bank (with drive-thru services)644.0★ (76)21 mi
43BMG Advisors | Overland Park645.0★ (25)24 mi
44Prosperity Planning, Inc.​635.0★ (21)22 mi
45Buttonwood Financial Group, LLC634.8★ (22)21 mi
46Tiffany Nyquist - COUNTRY Financial Agent635.0★ (24)25 mi
47Chris Athey - Edelman Financial Engines634.9★ (19)21 mi
48Michaelynn Hopkins - COUNTRY Financial Agent635.0★ (9)14 mi
49Ehler Financial Group635.0★ (17)22 mi
50UMB Bank (with drive-thru services)634.4★ (35)24 mi

Also serving Grain Valley

20 more financial planners 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 planners serving Grain Valley
BusinessGoogle ratingDistance
Beacon Financial Advisors3.5★ (2)11 mi
cfs Wealth Management Group, LLC1.0★ (1)In Grain Valley
Edward Jones - Financial Advisor: Jarod M Moran5.0★ (12)In Grain Valley
Edward Jones - Financial Advisor: Lucas D WatsonIn Grain Valley
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
Forvis Mazars, LLP5.0★ (2)21 mi
Heritage First5.0★ (2)22 mi
Joshua Fuller, Financial Planner | Prudential Advisors5.0★ (2)21 mi
Kansas City Private Wealth Management5.0★ (2)21 mi
Kasper Steck Wealth Management5.0★ (2)13 mi
Kelli Smith - Edelman Financial Engines5.0★ (2)21 mi
Mader & Shannon Wealth Management5.0★ (2)21 mi
Merrill Lynch Wealth Management2.5★ (2)21 mi
Premier Wealth Advisors5.0★ (2)10 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 planners

We scored 114 Grain Valley financial planners 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Grain Valley: frequently asked questions

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

By RFA Score, the highest-ranked financial planner 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 114 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Grain Valley?

RankedFinancialAdvisors ranks 114 financial planners serving Grain Valley, MO. 2 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 planners in Grain Valley work on weekends?

30 of 114 ranked financial planners post Saturday hours and 2 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) (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Grain Valley financial planners have?

The median Google rating among 114 rated financial planners in Grain Valley is 4.7★, with a median of 18 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 planners?

Each financial planner 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 planners 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 planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Grain Valley ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner 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 planners 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 114 financial planners serving Grain Valley.

More financial planners and Grain Valley pages