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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ATWOOD & PALMER, INC.

CRD 104995

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cf9e82ea-2827-77b5-1dbe-2e344a9b17fe

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 0
Observed: Apr 2, 2012 to Aug 25, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $1.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $291Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,362
Individual clients: 153
High net worth clients: 358
Custody, client assets: $1.3B
SEC number: 801-36665
CIK: 1044929
CRD: 104995
Filings on the tape: 28
First filed: Apr 2, 2012
Latest filed: Aug 25, 2026
Organised: Corporation, MO
Website: atwoodpalmer.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVEN NELSON PALMER	n/a	KANSAS CITY, MO	30	36	n/a	no
STEVEN PATRICK FRANKE	n/a	KANSAS CITY, MO	26	30	n/a	no
SPENCER ALAN JONES	Chartered Financial Analyst	KANSAS CITY, MO	19	30	1	no
PETER JAMES SOWDEN	Chartered Financial Analyst	KANSAS CITY, MO	19	22	2	no
JAMES M MONTGOMERY	n/a	KANSAS CITY, MO	8	10	1	no
EVAN RALEIGH LANG	Chartered Financial Analyst	KANSAS CITY, MO	2	12	n/a	no
Matthew Thomas Eilert	n/a	KANSAS CITY, MO	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURCH, TERESA, L.	CHIEF COMPLIANCE OFFICER	Na	yes	04/2004	Aug 25, 2026	Aug 25, 2026
FRANKE, STEVEN, PATRICK	Partner	C	yes	01/2023	Aug 25, 2026	Aug 25, 2026
JONES, SPENCER, ALAN	Partner	C	yes	01/2023	Aug 25, 2026	Aug 25, 2026
SOWDEN, PETER, JAMES	Partner	C	yes	01/2023	Aug 25, 2026	Aug 25, 2026
PALMER, WILLIAM, NELSON	Partner	B	yes	01/2023	Feb 10, 2023	Oct 11, 2024
PALMER, STEVEN, NELSON	Partner	A	no	03/1990	Aug 25, 2026	Aug 25, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 20, 2026	$2.0B	$2.0B	9	6	0	n/a	n/a
2024	Mar 11, 2025	$1.7B	$1.7B	9	6	0	n/a	n/a
2023	Mar 19, 2024	$1.4B	$1.4B	8	5	0	n/a	n/a
2022	Feb 10, 2023	$1.2B	$1.2B	8	5	0	n/a	n/a
2021	Mar 23, 2022	$1.3B	$1.3B	8	5	0	n/a	n/a
2020	Mar 9, 2021	$1.1B	$1.1B	8	5	0	n/a	n/a
2019	Mar 31, 2020	$841M	$841M	8	5	0	n/a	n/a
2018	Mar 18, 2019	$785M	$785M	8	5	0	n/a	n/a
2017	Mar 19, 2018	$815M	$815M	8	5	0	n/a	n/a
2016	Mar 2, 2017	$694M	$694M	7	5	n/a	n/a	n/a
2015	Mar 4, 2016	$581M	$581M	7	5	n/a	n/a	n/a
2014	Mar 10, 2015	$627M	$627M	7	5	n/a	n/a	n/a
2013	Mar 7, 2014	$600M	$600M	7	5	n/a	n/a	n/a
2012	Mar 20, 2013	$499M	$499M	7	5	n/a	n/a	n/a
2011	Apr 2, 2012	$486M	$486M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.7B	18.2%	$1.2B	17.8%	9	9	0	0

Relationships

Registered with (7)

← Matthew Thomas EilertAdvisorregistration: current employment
Oct 23, 2025 to presentfactForm ADV
← EVAN RALEIGH LANGAdvisorregistration: current employment
May 2, 2024 to presentfactForm ADV
← JAMES M MONTGOMERYAdvisorregistration: current employment
Nov 21, 2017 to presentfactForm ADV
← SPENCER ALAN JONESAdvisorregistration: current employment
Dec 20, 2006 to presentfactForm ADV
← PETER JAMES SOWDENAdvisorregistration: current employment
Dec 20, 2006 to presentfactForm ADV
← STEVEN PATRICK FRANKEAdvisorregistration: current employment
Jul 3, 2000 to presentfactForm ADV
← STEVEN NELSON PALMERAdvisorregistration: current employment
Nov 1, 1995 to presentfactForm ADV

Controls (4)

← JONES, SPENCER, ALANOwnerPARTNER, ownership code C, individual
Feb 10, 2023 to Oct 11, 2024factForm ADV
← FRANKE, STEVEN, PATRICKOwnerPARTNER, ownership code C, individual
Feb 10, 2023 to Oct 11, 2024factForm ADV
← SOWDEN, PETER, JAMESOwnerPARTNER, ownership code C, individual
Feb 10, 2023 to Oct 11, 2024factForm ADV
← PALMER, WILLIAM, NELSONOwnerPARTNER, ownership code B, individual
Feb 10, 2023 to Oct 11, 2024factForm ADV

Owns (2)

← BURCH, TERESA, L.OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 2, 2012 to Oct 11, 2024factForm ADV
← PALMER, STEVEN, NELSONOwnerPARTNER, ownership code A, individual
Apr 2, 2012 to Oct 11, 2024factForm ADV

Dated events

Occurred
Feb 10, 2023
Control person joined
James Peter Sowden (Partner) appeared on Schedule A of Atwood & Palmer, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 10, 2023
Control person joined
Patrick Steven Franke (Partner) appeared on Schedule A of Atwood & Palmer, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 10, 2023
Control person joined
Alan Spencer Jones (Partner) appeared on Schedule A of Atwood & Palmer, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 10, 2023
Control person joined
Nelson William Palmer (Partner) appeared on Schedule A of Atwood & Palmer, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 9, 2021
Regulatory AUM changed
Atwood & Palmer, Inc. reported RAUM $1.1B, up 32% from $841.1M (2020-05-18 to 2021-03-09)
Form ADVobserved 5 days ago
$271M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf9e82ea-2827-77b5-1dbe-2e344a9b17fe
First observed: Apr 2, 2012
Last observed: Aug 25, 2026 26 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ATWOOD & PALMER, INC.

CRD 104995

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cf9e82ea-2827-77b5-1dbe-2e344a9b17fe

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN NELSON PALMER

n/a

KANSAS CITY, MO

n/a

STEVEN PATRICK FRANKE

n/a

KANSAS CITY, MO

n/a

SPENCER ALAN JONES

Chartered Financial Analyst

KANSAS CITY, MO

PETER JAMES SOWDEN

Chartered Financial Analyst

KANSAS CITY, MO

JAMES M MONTGOMERY

n/a

KANSAS CITY, MO

EVAN RALEIGH LANG

Chartered Financial Analyst

KANSAS CITY, MO

n/a

Matthew Thomas Eilert

n/a

KANSAS CITY, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURCH, TERESA, L.

CHIEF COMPLIANCE OFFICER

yes

04/2004

Aug 25, 2026

FRANKE, STEVEN, PATRICK

Partner

yes

01/2023

Aug 25, 2026

JONES, SPENCER, ALAN

Partner

yes

01/2023

Aug 25, 2026

SOWDEN, PETER, JAMES

Partner

yes

01/2023

Aug 25, 2026

PALMER, WILLIAM, NELSON

Partner

yes

01/2023

Feb 10, 2023

Oct 11, 2024

PALMER, STEVEN, NELSON

Partner

03/1990

Aug 25, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 20, 2026

$2.0B

n/a

2024

Mar 11, 2025

$1.7B

n/a

2023

Mar 19, 2024

$1.4B

n/a

2022

Feb 10, 2023

$1.2B

n/a

2021

Mar 23, 2022

$1.3B

n/a

2020

Mar 9, 2021

$1.1B

n/a

2019

Mar 31, 2020

$841M

n/a

2018

Mar 18, 2019

$785M

n/a

2017

Mar 19, 2018

$815M

n/a

2016

Mar 2, 2017

$694M

n/a

2015

Mar 4, 2016

$581M

n/a

2014

Mar 10, 2015

$627M

n/a

2013

Mar 7, 2014

$600M

n/a

2012

Mar 20, 2013

$499M

n/a

2011

Apr 2, 2012

$486M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$1.7B

18.2%

$1.2B

17.8%