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RIAs in Lee'S Summit, Missouri

Explore 3 RIAs headquartered in Lee'S Summit, with $1.3B in combined reported AUM.

RIAs3Headquartered here
Total AUM$1.3BReported regulatory AUM
Total Employees21Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported

All RIAs in Lee'S Summit

3 RIAs
Showing 1–3 of 3 RIAs

Strongbox Wealth, LLC

LEE'S SUMMIT, MO
Reported AUM$562.4M
Employees7
44.7% of city AUMView RIA ↗

Capital Investment Management, Inc

LEE'S SUMMIT, MO
Reported AUM$558.9M
Employees10
44.5% of city AUMView RIA ↗

Bright Portfolios, LLC

LEE'S SUMMIT, MO
Reported AUM$135.7M
Employees4
10.8% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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