The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

60. Meritage Portfolio Management

WATCH LIVE

Meritage Portfolio Management, based in Overland Park, KS, is ranked No. 60 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2.2B

Years in Business: 30

Accounts Under Management: 560

Previous appearances on FA 100 List: 2 (No. 59 in 2020)

Principals:

Mark Evans, Chief Investment Officer

Jim Klein, Senior Portfolio Manager

Contact:

meritageportfolio.com

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

(913) 345-7000