The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

50. Meritage Portfolio Management

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Meritage Portfolio Management, based in Overland Park, Kansas, is ranked No. 50 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.4 billion
Accounts Under Management: 2,806
Years in Business: 34

  • Accepts clients in all 50 states
  • Physical offices in Kansas
  • $1 million minimum asset threshold

Leadership and Contact Information:
Mark Eveans, president and chief investment officer
James Klein, principal and senior client portfolio manager

meritageportfolio.com
7500 College Blvd., Suite 1212, Overland Park, KS 66210
(913) 345-7000

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