Rialytix insights

Top RIA Firms in Lawrence, Kansas

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lawrence, Kansas. This hub covers 6 matching firms with $5.6B in total reported AUM and median AUM of $434.5M.

Firms

Matching current profiles

Total AUM

$5.6B

Reported regulatory AUM

Median AUM

$434.5M

Across firms with AUM

Largest firm

$2.8B

Veta Investment Partners, LLC

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Veta Investment Partners, LLC CRD 309023 · Limited Liability Company	LAWRENCE, KS	$2.8B May 2026	-$1.7B-37.9%	+$880.8M+46.2%	+$2.4B+599.1%	+$2.6B+1267.0%	+4 employees+66.7% over 3Y	0 accounts+0.0% over 3Y
2. Triad Wealth Partners, LLC CRD 326523 · Limited Liability Company	LAWRENCE, KS	$1.5B May 2026	+$1.1B+259.2%	—	—	—	+27 employees+142.1% over 1Y	+5,209 accounts+174.9% over 1Y
3. Mattern Wealth Management LLC CRD 304520 · Limited Liability Company	LAWRENCE, KS	$579.0M Mar 2026	+$45.3M+8.5%	+$158.6M+37.7%	+$243.4M+72.5%	—	0 employees+0.0% over 3Y	+102 accounts+7.8% over 3Y
4. Retirement Portfolios, LLC CRD 330289 · Limited Liability Company	LAWRENCE, KS	$290.0M Apr 2026	+$137.0M+89.5%	—	—	+$155.0M+114.8%	0 employees+0.0% over 1Y	+28 accounts+12.4% over 1Y
5. Rademacher Financial, INC. CRD 114067 · Corporation	LAWRENCE, KS	$234.3M Mar 2026	-$28.6M-10.9%	+$115.2M+96.7%	+$89.6M+62.0%	+$199.9M+581.2%	-1 employees-14.3% over 3Y	+313 accounts+35.9% over 3Y
6. The Perspective Group CRD 175294 · Limited Liability Company	LAWRENCE, KS	$225.1M Mar 2026	+$46.9M+26.3%	+$91.1M+68.0%	+$109.5M+94.7%	+$122.9M+120.3%	0 employees+0.0% over 3Y	+268 accounts+93.7% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.