Kansas City is an important financial center in the Midwest region, home to many investment management firms and financial institutions. This article provides a list and brief introduction of major investment firms based in Kansas City area, including their business focus, assets under management, and key executives. By compiling such a list, investors can quickly grasp an overview of Kansas City’s investment landscape, and identify suitable investment managers or financial advisors to potentially work with.
American Century Investments headquartered in Kansas City, focusing on mutual funds and ETFs
American Century Investments is a privately controlled and independent investment management firm founded in 1958. Its headquarters is located in Kansas City. American Century Investments provides investment solutions including mutual funds, ETFs, and separate accounts. It focuses on delivering superior investment performance and helping investors achieve financial goals. As of September 30, 2022, the firm has $268 billion in assets under management. Well-known funds managed by American Century Investments include American Century Mid Cap Growth Fund and American Century Emerging Markets Fund.
Waddell & Reed provides wealth management and financial planning services
Waddell & Reed is one of the oldest investment advisory firms in Kansas City, founded in 1937. It serves both individual and institutional investors. Waddell & Reed’s wealth management business offers financial planning, investment management and retirement planning services to clients. Its investment management arm manages mutual funds covering various strategies including growth, dividend and municipal bond. As of June 2022, Waddell & Reed oversees $46 billion in assets under advisement.
UMB Financial’s Scout Investments focuses on equities and fixed income
Scout Investments is the institutional investment management division within UMB Financial Corporation, a Kansas City based financial services holding company. Scout Investments offers investment strategies focused on domestic and international equities as well as fixed income. Its investment capabilities cover small cap, mid cap, large cap, and international equities. Scout Investments has over $26 billion in assets under management as of September 2022.
Kansas City hosts many reputable investment management firms offering a diverse range of investment products and services. Investors can find well-established names in the mutual funds and wealth management space there. This article summarizes a few major investment companies headquartered in Kansas City as a reference.