The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive service that helps clients navigate through their financial life.
FA 100

59. Meritage Portfolio Management

Meritage Portfolio Management, based in Overland Park, Kansas, is ranked No. 59 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 49 on last year's CNBC FA 100 list.

Total AUM: $1.8B

Years in Business: 29

Accounts Under Management: 2,075

Previous appearances on FA 100 List: 1 (No. 49 in 2019)

Principals:

Mark Eveans, Chief Investment Officer

James Klein, Senior Portfolio Manager

Contact:

meritageportfolio.com

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

(913) 345-7000