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Fidelon
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Market Standing · 2026
The most transparent firms in Kansas City.
344 scored firmsTop 10 recognizedfidelon.com/markets/kansas-city-mo-ks
1IA-only—93.6Arank within Top 10; below the 80 standard
2IA-only—92.4Arank within Top 10; below the 80 standard
3IA-only$62.8M92.2ARecognized · Top 10
4IA-only—92Arank within Top 10; below the 80 standard
5IA-only$10.6M91.6ARecognized · Top 10
6IA-only—91Arank within Top 10; below the 80 standard
7IA-only—91Arank within Top 10; below the 80 standard
8IA-only—91Arank within Top 10; below the 80 standard
9
1316 Capital
CRD 339245
IA-only$291ARecognized · Top 10
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only—91A—
12IA-only$127M90.9A—
13IA-only$172M90.7A—
14IA-only—90.6A—
15IA-only$39.8M90.5A—
16IA-only$554M90.5A—
17IA-only$9.6M90.4A—
18IA-only$20.6M90.3A—
19
Robert Thomas C
CRD 304738
IA-only—90.3A—
20
Beyond Wealth
CRD 162231
IA-only$122M90.2A—
21
K-12 Planning
CRD 330823
IA-only$6M90A—
22IA-only—90A—
23IA-only$9M90A—
24IA-only$15.7M89.9A—
25IA-only$80.1M89.8A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.