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

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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 Jul 2026	+$1.1B+259.2%	—	—	—	+41 employees+820.0% over 3Y	+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 Jul 2026	+$51.1M+29.4%	+$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 sufficient historical filing data is unavailable for the lookback period.