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Prime Financial Group
Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States. We provide full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital Financial’s team-based approach is deeply committed and personalized to our clients’ unique goals, drives the businesses’ growth and is the foundation of the company culture. Our individualized attention ensures clients’ needs always come first. Prime Capital Financial's advisors and associates, including in-house ERISA attorneys, CPAs and CFAs, bring great credentials and experience to a team that has created one of the largest independent financial firms in the Midwest. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
Overland Park, Kansas, US
Private
$17.7M Revenue
https://primefinancial.com
374 Employees
Legacy Financial Advisors
You’ve worked too hard to let money control you. All too often, we hear people say things like… ▸ Do I have enough? ▸ I don’t know where I stand financially. ▸ How can I make things more equal for my kids? ▸ I want to make sure I make the right choice. ▸ Money shouldn’t define my life. At Legacy Financial Advisors, we’ve helped many people find a clear path forward. ▸ Go from uncertain to empowered. ▸ Gain confidence to make proactive decisions. ▸ Get the freedom to focus on what really matters. ▸ Build a life that aligns your treasure with your heart. As your financial professionals, we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams. Trust your legacy to our team.
Covington, Kentucky, US
Private
$10.3M Revenue
http://www.legacyfinancialadvisors.com/
44 Employees
Transform Wealth
We provide comprehensive financial planning and investment advice. Delivered by individually-tailored solutions to our clients within the context of the highest fiduciary standards. In April 2025, Transform joined Kovitz Investment Group Partners, LLC, who is fully owned by Focus Financial Partners. This partnership gives our clients additional service offerings and expertise.
Greenwood Village, Colorado, US
Private
http://www.transformwealth.com
10 Employees
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