Meet Castlebar Asset Management YCharts enables smarter investing and portfolio analysis at Castlebar with intuitive stock and ETF screeners About the Company The Challenge Castlebar is an RIA, wealth management, and financial planning firm in the Kansas City area, with approximately $30 million in assets under management. The firm integrates financial planning and investment management into a cohesive strategy for clients holding their assets at Charles Schwab. Leveraging the latest technology, Castlebar is able to deliver high-quality customer service. In an industry where simultaneously new RIAs are popping up while legacy firms are consolidating, Andrew realized that he needed to stand out in an increasingly competitive marketplace. He came to the realization in 2012 that

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