The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

84. Meritage Portfolio Management

CNBC.com staff@CNBC
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Meritage Portfolio Management, based in Overland Park, Kansas, is ranked No. 84 on the 2024 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2022 FA 100 list.

Total AUM: $2.4B

Years in Business: 33

Accounts Under Management: 2,955

Previous appearances on FA 100 List: 4 (No. 64 in 2022)

Principals:

Mark Eveans, President & Chief Investment Officer

James Klein, Principal & Senior Client Portfolio Manager

Contact:

meritageportfolio.com

7500 College Boulevard, Suite 1212, Overland Park, KS 66210

(913) 345-7000

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