Ranked #2 by KC Business Journal
Resources Investment Advisors was ranked #2 on a list of Fee-Based Investment Advisors by the Kansas City Business Journal on October 4, 2019. Offices were ranked by overall assets under local management. See list
Resources Investment Advisors
Overall Assets Under Local Management: $41 Billion
Overall Accounts Managed in Local Offices: 15,000
Year Founded: 1987
The firm originally grew out of Bukaty Companies Financial Services as a provider of back-office services. Four years ago other firms began affiliating with Resources and the collaboration has led to shared economies for independent advisor firms. Local team members focus on compliance oversight, technology build-outs, practice support and asset management.
"We allow advisors to focus on their clients and growing their business by offloading tasks that are critical to business but also technical and time consuming," said Vince Morris, President. "We are seeing exponential growth because our advisors have more time to focus on serving their clients and improving outcomes."
Information on the List was supplied by individual companies through questionnaires that the Kansas City Business Journal could not independently verify. For the purpose of this List, assets under management also can mean assets under advisement.