Liberty Wealth Advisors®
Liberty Wealth Advisors® offers a full spectrum of financial advisory and wealth planning services.
12 employees · est. 1999 · Royal Oak, United States
Sunrise Advisors is the older company (1999 vs 1993); Liberty Wealth Advisors® is the larger of the two.
Side-by-Side Comparison
| Metric | Liberty Wealth Advisors® | Sunrise Advisors |
|---|---|---|
| Founded | ||
| Founded | 1999 | 1993 older |
| Headquarters | ||
| Headquarters | Royal Oak, United States | Leawood, United States |
| Employees | ||
| Employees | 12 larger | 2 |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Advisory, Investment Management, Asset Allocation, Index Funds, Exchange-Traded Funds (ETFs), Retirement Planning, College Education Planning, Estate And Legacy Planning, High Net Worth Individuals, Servant Leadership, Tax-Efficient Portfolios, Globally Diversified Portfolios, Registered Investment Adviser, Securities Offerings | Fee-Only, Wealth Management, Investment Advisory, Fiduciary, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Business Succession Planning, Individuals, Families, Kansas, Family Owned, Operated, Leawood |
| Website | ||
| Website | libertywealthadvisors.com | sunriseadvisors.com |
About Liberty Wealth Advisors®
Liberty Wealth Advisors® offers a full spectrum of financial advisory and wealth planning services, supported by low-cost, tax-efficient, globally diversified portfolios. Embracing the principles of Servant Leadership, the company assists clients in confidently working towards achieving their long-t...
About Sunrise Advisors
Sunrise Advisors is a family owned and operated fee-only investment advisory firm based in Leawood, Kansas. Established in 1993, the company specializes in fiduciary investment management, financial planning, retirement planning, and estate and tax planning for individuals, families, businesses, and...
We will tell you when either one moves
BounceWatch watches Liberty Wealth Advisors® and Sunrise Advisors for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Liberty Wealth Advisor... and Sunrise Advisors — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Liberty Wealth Advisors® on 28 Oct 2024, and Sunrise Advisors on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
