ATWOOD & PALMER, INC.
CRD #104995 SEC #801-36665 KANSAS CITY, MO 816-931-2266
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
9
Clients
51
Accounts
1,257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.7B | $1.7B | $0 | 9 | 0 |
| Aug 2025 | $1.7B | $1.7B | $0 | 9 | 0 |
| Mar 2025 | $1.7B | $1.7B | $0 | 9 | 0 |
| Oct 2024 | $1.4B | $1.4B | $0 | 8 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 8 | 0 |
| Apr 2023 | $1.2B | $1.2B | $0 | 8 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 8 | 0 |
| Feb 2023 | $1.2B | $1.2B | $0 | 8 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 8 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 8 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 8 | 0 |
| May 2020 | $841.1M | $841.1M | $0 | 8 | 0 |
| Mar 2020 | $841.1M | $841.1M | $0 | 8 | 0 |
| Mar 2019 | $784.7M | $784.7M | $0 | 8 | 0 |
| Mar 2018 | $814.7M | $814.7M | $0 | 8 | 0 |
| Mar 2017 | $694.3M | $694.3M | $0 | 7 | 200 |
| May 2016 | $581.4M | $581.4M | $0 | 7 | 200 |
| Mar 2016 | $581.4M | $581.4M | $0 | 7 | 200 |
| Mar 2015 | $626.9M | $626.9M | $0 | 7 | 200 |
| Mar 2014 | $599.8M | $599.8M | $0 | 7 | 200 |
| Nov 2013 | $499.2M | $499.2M | $0 | 7 | 200 |
| Mar 2013 | $499.2M | $499.2M | $0 | 7 | 200 |
| Nov 2012 | $486.4M | $486.4M | $0 | 8 | 200 |
| Apr 2012 | $486.4M | $486.4M | $0 | 6 | 200 |
| Jun 2011 | $445.5M | $445.5M | $0 | 10 | -- |
| Mar 2011 | $445.5M | $445.5M | $0 | 10 | -- |
| Mar 2010 | $406.2M | $406.2M | $0 | 10 | -- |
| Jul 2009 | $339.6M | $339.6M | $0 | 10 | -- |
| Jan 2008 | $494.4M | $494.4M | $0 | 10 | -- |
| Jan 2007 | $449.9M | $449.9M | $0 | 10 | -- |
| Jan 2006 | $398.4M | $398.4M | $0 | 10 | -- |
| Jun 2004 | $459M | $353.7M | $105.3M | 5 | -- |
| Mar 2004 | $459M | $353.7M | $105.3M | 5 | -- |
| Mar 2002 | $373.9M | $296M | $77.8M | 5 | -- |
DateOct 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients0
DateAug 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients0
DateOct 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$841.1M
Discretionary$841.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$841.1M
Discretionary$841.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$784.7M
Discretionary$784.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$814.7M
Discretionary$814.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$694.3M
Discretionary$694.3M
Non-Disc.$0
Employees7
Clients200
DateMay 2016
Total AUM$581.4M
Discretionary$581.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$581.4M
Discretionary$581.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$626.9M
Discretionary$626.9M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$599.8M
Discretionary$599.8M
Non-Disc.$0
Employees7
Clients200
DateNov 2013
Total AUM$499.2M
Discretionary$499.2M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$499.2M
Discretionary$499.2M
Non-Disc.$0
Employees7
Clients200
DateNov 2012
Total AUM$486.4M
Discretionary$486.4M
Non-Disc.$0
Employees8
Clients200
DateApr 2012
Total AUM$486.4M
Discretionary$486.4M
Non-Disc.$0
Employees6
Clients200
DateJun 2011
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$445.5M
Discretionary$445.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$406.2M
Discretionary$406.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$339.6M
Discretionary$339.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$398.4M
Discretionary$398.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$459M
Discretionary$353.7M
Non-Disc.$105.3M
Employees5
Clients--
DateMar 2004
Total AUM$459M
Discretionary$353.7M
Non-Disc.$105.3M
Employees5
Clients--
DateMar 2002
Total AUM$373.9M
Discretionary$296M
Non-Disc.$77.8M
Employees5
Clients--