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Financial Planners in Raymore, MO: 2026 rankings

183 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Raymore: Mutual of Omaha Mortgage, RFA Score 74/100; 4.8★ from 505 Google reviews.

  2. 2

    Most-reviewed: Creative Planning, 422 Google reviews at 4.8★, the most of 183 ranked after Mutual of Omaha Mortgage; ranked #2.

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

183 Raymore financial planners are ranked here by RFA Score, from eight published factors. 36 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 183 rated firms.

Top 10 financial planners in Raymore 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 Raymore at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mutual of Omaha Mortgage744.8★ (505)Overland Park, 14 mi away—Top score
2Creative Planning744.8★ (422)Overland Park, 14 mi away—Most reviews
3Stephen Pirch - COUNTRY Financial, Financial Advisor734.9★ (142)Lee's Summit, 8 mi away——
4Alliance Financial & Income Tax734.9★ (326)Blue Springs, 18 mi away——
5Cetera Planning Partners725.0★ (135)Leawood, 13 mi away——
6Cybersecurity & Strategic IT Services in Lenexa, KS | Onsite Logic725.0★ (228)Lenexa, 19 mi away——
7MOKAN Wealth Management725.0★ (101)Overland Park, 12 mi away——
8WATERFRONT ADVISORS715.0★ (96)Overland Park, 14 mi away——
9UMB Bank (with drive-thru services)714.5★ (53)RaymoreSat—
10Accounting & Tax Solutions Inc.704.9★ (61)Lee's Summit, 9 mi away——

All 183 financial planners in Raymore, 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.

  1. Ranked #1 in Raymore

    #1 Mutual of Omaha Mortgage

    Based in Overland Park, 14 mi away

    74/100RFA Score

    Ranked #1 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

  2. #2 Creative Planning

    Based in Overland Park, 14 mi away

    74/100RFA Score

    Ranked #2 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

  5. #5 Cetera Planning Partners

    Based in Leawood, 13 mi away

    72/100RFA Score

    Ranked #5 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

  7. #7 MOKAN Wealth Management

    Based in Overland Park, 12 mi away

    72/100RFA Score

    Ranked #7 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

  8. #8 WATERFRONT ADVISORS

    Based in Overland Park, 14 mi away

    71/100RFA Score

    Ranked #8 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

  11. #11 Padgett Summit

    Based in Lee's Summit, 9 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 NextGen Wealth

    Based in Lee's Summit, 8 mi away

    70/100RFA Score

    Ranked #12 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

  14. #14 Rayhons Financial

    Based in Lee's Summit, 11 mi away

    69/100RFA Score

    Ranked #14 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

  15. #15 Infinitas

    Based in Overland Park, 16 mi away

    69/100RFA Score

    Ranked #15 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

  23. #23 Keen Wealth Advisors

    Based in Overland Park, 15 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    7500 College Blvd #1000, Overland Park, KS 66210
    View profile for Keen Wealth Advisors(913) 624-1841

  24. #24 Legacy Financial Strategies

    Based in Overland Park, 14 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3:30 PM · Sat–Sun closed
    Address
    5400 College Blvd Ste A, Overland Park, KS 66211
    View profile for Legacy Financial Strategies(913) 403-0600

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

financial planners in Raymore, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26UMB Bank (with drive-thru services)674.4★ (103)18 mi
27Elevated Retirement Group675.0★ (31)15 mi
28Dogwood Wealth Management675.0★ (48)21 mi
29Richelle Gall - COUNTRY Financial Agent674.9★ (39)17 mi
30UMB Bank (with drive-thru services)674.5★ (79)18 mi
31BMG Advisors | Overland Park675.0★ (25)13 mi
32Arvest Bank674.0★ (30)4 mi
33BMG Advisors "Plan Your Story"665.0★ (35)18 mi
34Martin Tax & Financial Services664.6★ (31)13 mi
35UMB Bank (with drive-thru services)664.3★ (134)21 mi
36Holistic Planning - Kansas City665.0★ (31)19 mi
37UMB Bank (with drive-thru services)664.4★ (57)17 mi
38Shawn Simpson - COUNTRY Financial Representative665.0★ (22)15 mi
39UMB Bank (with drive-thru services)664.4★ (66)19 mi
40Larson Financial Services Inc665.0★ (18)13 mi
41Michaelynn Hopkins - COUNTRY Financial Agent665.0★ (9)6 mi
42UMB Bank (with drive-thru services)654.5★ (64)21 mi
43OWLFI Strategic Advisors LLC655.0★ (26)19 mi
44Respective Wealth - Ameriprise Financial Services, LLC655.0★ (16)14 mi
45Kelli Smith655.0★ (10)9 mi
46UMB Bank (with drive-thru services)654.3★ (45)17 mi
47Modern Wealth Management - Lenexa654.7★ (30)19 mi
48John Link Companies, LLC655.0★ (16)15 mi
49Sound Stewardship, LLC654.8★ (19)16 mi
50Sprouse Financial655.0★ (9)9 mi

Also serving Raymore

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 Raymore
BusinessGoogle ratingDistance
Ashley Struzick: Primerica - Financial Services5.0★ (5)In Raymore
Beacon Financial Advisors3.5★ (2)11 mi
Community Financial1.0★ (1)In Raymore
CreativeOne Advisors Group1.0★ (2)16 mi
Edward Jones - Financial Advisor: Jane Redmond, ChFC®|CEPA®|CLU®|AAMS®5.0★ (4)In Raymore
Edward Jones - Financial Advisor: Jason E Wood5.0★ (1)In Raymore
Edward Jones - Financial Advisor: Philip R Parke, CFP®|CPWA®5.0★ (2)In Raymore
Goostree Financial Group5.0★ (2)15 mi
Harrison Capital Management5.0★ (2)14 mi
Justin Eslick - TIAA Wealth Management Advisor3.0★ (2)14 mi
Kasper Steck Wealth Management5.0★ (2)8 mi
Modern Advisor Group5.0★ (2)13 mi
Ms Financial Resources5.0★ (2)13 mi
Nova R Wealth, Inc5.0★ (2)16 mi
Prism Financial Group LLC4.5★ (2)14 mi
Prosperity Network of Advisors, LLC1.0★ (2)15 mi
RBC Wealth Management Branch - Leawood5.0★ (2)13 mi
Smith Moore5.0★ (2)16 mi
The Neihart Financial Group - Ameriprise Financial Services, LLC5.0★ (2)13 mi
U.S. Bancorp Advisors - Financial Advisors: Prairie Village1.0★ (2)15 mi

How we ranked Raymore financial planners

We scored 183 Raymore 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 Raymore 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 Raymore: frequently asked questions

Which financial planner has the highest RFA Score in Raymore?

By RFA Score, the highest-ranked financial planner in Raymore, MO is Mutual of Omaha Mortgage with an RFA Score of 74/100. It has 4.8★ from 505 Google reviews. Creative Planning (#2) and Stephen Pirch - COUNTRY Financial, Financial Advisor (#3) follow. We ranked 183 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Raymore?

RankedFinancialAdvisors ranks 183 financial planners serving Raymore, MO. 2 of them are based in Raymore; 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 Raymore work on weekends?

36 of 183 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are UMB Bank (with drive-thru services) (#9), NextGen Wealth (#12) and Community Bank of Raymore (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Raymore financial planners have?

The median Google rating among 183 rated financial planners in Raymore is 4.8★, with a median of 12 reviews. Mutual of Omaha Mortgage has the most, 505 reviews, and ranks #1. 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 Raymore count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 183 financial planners serving Raymore.

More financial planners and Raymore pages