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Ranking, Kansas

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Kansas

As of October 2, 2026, Creative Planning ranked #1 in Kansas in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $78.2 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Kansas
Rank Firm City Increase
1 Creative Planning Overland Park $78.2 billion
2 Mariner Overland Park $26.8 billion
3 AE Wealth Management, LLC Topeka $12.3 billion
4 Mariner Independent Overland Park $1.7 billion
5 Creativeone Wealth, LLC Overland Park $1.4 billion
6 Cetera Planning Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Leawood $1.1 billion
7 Keating Financial Advisory Services Manhattan $1.1 billion
8 Triad Wealth Partners, LLC Lawrence $1.1 billion
9 Mariner Advisor Network Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Overland Park $1.1 billion
10 Fas Wealth Partners, Inc. Leawood $690.6 million
11 Caliber Wealth Management, LLC Overland Park $594.9 million
12 Mariner Overland Park $417.4 million
13 Creativeone Securities, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Overland Park $416.1 million
14 Fortis Capital Advisors, LLC Prairie Village $403.4 million
15 CGN Advisors, LLC Manhattan $339.3 million
16 Market Investment Group, LLC Wichita $290.3 million
17 Lexaurum Advisors Overland Park $260.7 million
18 Sunesis Advisors, LLC Overland Park $249.9 million
19 Waterfront Wealth Inc. Overland Park $248.0 million
20 Endeavor Private Wealth, Inc. Topeka $242.5 million
21 Adamsbrown Wealth Consultants LLC Wichita $240.1 million
22 Kavar Capital Partners Leawood $239.3 million
23 Greenup Street Wealth Management LLC Overland Park $238.7 million
24 Triune Financial Partners, LLC Overland Park $222.7 million
25 Canvas Wealth Advisors, LLC Shawnee $216.2 million
26 United Capital Management of Kansas, Inc. Salina $215.2 million
27 Keen Wealth Advisors Overland Park $192.4 million
28 Pinion Wealth Management, LLC Wichita $188.1 million
29 Wealth Alliance Advisory Group, LLC Wichita $174.9 million
30 Financial Partners Group, Inc. Overland Park $172.3 million
31 PCG Wealth Management Overland Park $165.7 million
32 Legacy Financial Strategies, LLC Overland Park $145.9 million
33 Retirement Portfolios, LLC Lawrence $137.0 million
34 Normandy Investment Advisors Leawood $131.3 million
35 One Advisory Partners, LLC Overland Park $126.2 million
36 Fortune Financial Advisors, LLC Overland Park $120.2 million
37 Prevail Innovative Wealth Advisors, LLC Leawood $116.4 million
38 Storyone Family Office Overland Park $115.9 million
39 Paragon Capital Management LLC Overland Park $106.6 million
40 Clayton Wealth Partners Topeka $99.3 million
41 Stepp & Rothwell Inc Overland Park $91.4 million
42 Midwest Financial Group LLC Overland Park $88.3 million
43 Cabin Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Overland Park $86.5 million
44 Legacy Investment Partners, LLC Overland Park $85.9 million
45 Carlson Financial Topeka $85.5 million
46 Westward Investment Advisory Mission $82.0 million
47 Mokan Wealth Management Overland Park $75.6 million
48 Yukon Wealth Management, Inc. Overland Park $75.4 million
49 Steffes Financial, Ltd Overland Park $74.3 million
50 Retirewise Tax and Wealth Advisors, Inc. Topeka $72.8 million
51 S&A Financial Services, Inc. Overland Park $70.6 million
52 Searcy Financial Services, Inc. Overland Park $66.3 million
53 BCWM Overland Park $65.4 million
54 Copper Financial Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Lenexa $64.6 million
55 MN Wealth Advisors, LLC Overland Park $63.8 million
56 ETF Portfolio Partners, Inc. Leawood $62.1 million
57 Everest Wealth Management Leawood $53.3 million
58 Dogwood Wealth Management, LLC Lenexa $53.0 million
59 The Perspective Group Lawrence $51.1 million
60 Mattern Wealth Management LLC Lawrence $45.3 million
61 Sound Stewardship, LLC Overland Park $41.0 million
62 Nova R Wealth, Inc. Overland Park $40.6 million
63 Curtis Capital Advisors Overland Park $40.0 million
64 Centerpoint Advisory Group, LLC Overland Park $39.5 million
65 SJHL Financial Group McPherson $35.9 million
66 Windward Private Wealth Management Inc. Overland Park $35.8 million
67 Redstone Advisors Inc Wichita $35.4 million
68 Cornerstone Securities LLC Overland Park $35.0 million
69 Gentry Private Wealth Wichita $33.7 million
70 RPR Financial Overland Park $33.2 million
71 Collaborative Portfolio Management Overland Park $32.7 million
72 Berkeley Capital Management, LLC Ellsworth $28.4 million
73 RSG Investments LLC Overland Park $24.1 million
74 Schwarz Investment Partners Silver Lake $23.3 million
75 Freestate Advisors LLC Overland Park $22.2 million
76 Cornerstone Advisors Topeka $20.4 million
77 Novadius Wealth Management Overland Park $20.0 million
78 Viawealth, LLC Leawood $19.3 million
79 Proactive Capital Management, Inc. Topeka $19.1 million
80 Davis Financial Management, Inc. Overland Park $19.1 million
81 Agh Wealth Advisors, LLC Wichita $16.4 million
82 Insight Financial Services Overland Park $16.4 million
83 Allos Investment Advisors, LLC Overland Park $13.8 million
84 Konza Global Wealth Group Overland Park $8.7 million
85 Douglass Investment Group Wichita $8.6 million
86 Ofg Financial Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Topeka $1.0 million
87 Balanced Financial Planning, Inc. Overland Park $471,197

87 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.