The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

64. Meritage Portfolio Management

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Meritage Portfolio Management, based in Overland Park, KS, is ranked No. 64 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2B

Years in Business: 31

Accounts Under Management: 1,305

Previous appearances on FA 100 List: 3 (No. 60 in 2021)

Principals:

Mark Eveans, Principal, President & Chief Investment Officer

James Klein, Principal & Senior Portfolio Manager

Contact:

meritageportfolio.com

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

(913) 345-7000