# Independent RIAs with the biggest asset gains over one year in Kansas

As of October 2, 2026, Creative Planning ranked #1 in Kansas in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $78.2 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/kansas/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Kansas
- firms_listed: 81
- rows: rank: 1, crd: 105348, firm: Creative Planning, city: Overland Park, state: KS, value: 78169278090, base_value: 217399324981, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105348/; rank: 2, crd: 140195, firm: Mariner, city: Overland Park, state: KS, value: 26805256087, base_value: 98603233201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140195/; rank: 3, crd: 282580, firm: AE Wealth Management, LLC, city: Topeka, state: KS, value: 12311679804, base_value: 37525706084, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282580/; rank: 4, crd: 305418, firm: Mariner Independent, city: Overland Park, state: KS, value: 1726535634, base_value: 5615227678, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305418/; rank: 5, crd: 281213, firm: Creativeone Wealth, LLC, city: Overland Park, state: KS, value: 1422775586, base_value: 4828907475, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281213/; rank: 6, crd: 142772, firm: Keating Financial Advisory Services, city: Manhattan, state: KS, value: 1120270834, base_value: 330000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142772/; rank: 7, crd: 326523, firm: Triad Wealth Partners, LLC, city: Lawrence, state: KS, value: 1101611850, base_value: 424994398, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326523/; rank: 8, crd: 109796, firm: Fas Wealth Partners, Inc., city: Leawood, state: KS, value: 690623074, base_value: 3085389748, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109796/; rank: 9, crd: 331165, firm: Caliber Wealth Management, LLC, city: Overland Park, state: KS, value: 594858000, base_value: 1168700000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331165/; rank: 10, crd: 151664, firm: Mariner, city: Overland Park, state: KS, value: 417357552, base_value: 2352770746, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151664/; rank: 11, crd: 309709, firm: Fortis Capital Advisors, LLC, city: Prairie Village, state: KS, value: 403379458, base_value: 1212196068, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309709/; rank: 12, crd: 159359, firm: CGN Advisors, LLC, city: Manhattan, state: KS, value: 339334107, base_value: 1261550096, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159359/; rank: 13, crd: 334248, firm: Market Investment Group, LLC, city: Wichita, state: KS, value: 290306374, base_value: 126142341, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334248/; rank: 14, crd: 283653, firm: Lexaurum Advisors, city: Overland Park, state: KS, value: 260722913, base_value: 1006435215, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283653/; rank: 15, crd: 159114, firm: Sunesis Advisors, LLC, city: Overland Park, state: KS, value: 249918045, base_value: 1234665064, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159114/; rank: 16, crd: 173220, firm: Waterfront Wealth Inc., city: Overland Park, state: KS, value: 248000000, base_value: 890000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173220/; rank: 17, crd: 313053, firm: Endeavor Private Wealth, Inc., city: Topeka, state: KS, value: 242532454, base_value: 352817232, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313053/; rank: 18, crd: 308410, firm: Adamsbrown Wealth Consultants LLC, city: Wichita, state: KS, value: 240112618, base_value: 880935144, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308410/; rank: 19, crd: 311744, firm: Kavar Capital Partners, city: Leawood, state: KS, value: 239340915, base_value: 1342172525, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311744/; rank: 20, crd: 311391, firm: Greenup Street Wealth Management LLC, city: Overland Park, state: KS, value: 238659327, base_value: 661705072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311391/; rank: 21, crd: 152277, firm: Triune Financial Partners, LLC, city: Overland Park, state: KS, value: 222684328, base_value: 1299182909, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152277/; rank: 22, crd: 306343, firm: Canvas Wealth Advisors, LLC, city: Shawnee, state: KS, value: 216158650, base_value: 713000894, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306343/; rank: 23, crd: 157755, firm: United Capital Management of Kansas, Inc., city: Salina, state: KS, value: 215165283, base_value: 669663839, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157755/; rank: 24, crd: 170293, firm: Keen Wealth Advisors, city: Overland Park, state: KS, value: 192418336, base_value: 1040995987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170293/; rank: 25, crd: 114556, firm: Pinion Wealth Management, LLC, city: Wichita, state: KS, value: 188076471, base_value: 649043048, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114556/; rank: 26, crd: 290329, firm: Wealth Alliance Advisory Group, LLC, city: Wichita, state: KS, value: 174871062, base_value: 803756168, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290329/; rank: 27, crd: 288644, firm: Financial Partners Group, Inc., city: Overland Park, state: KS, value: 172285027, base_value: 973306348, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288644/; rank: 28, crd: 290977, firm: PCG Wealth Management, city: Overland Park, state: KS, value: 165669158, base_value: 765458126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290977/; rank: 29, crd: 283553, firm: Legacy Financial Strategies, LLC, city: Overland Park, state: KS, value: 145940005, base_value: 806094432, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283553/; rank: 30, crd: 330289, firm: Retirement Portfolios, LLC, city: Lawrence, state: KS, value: 137000000, base_value: 153000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330289/; rank: 31, crd: 316321, firm: Normandy Investment Advisors, city: Leawood, state: KS, value: 131325254, base_value: 142027838, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316321/; rank: 32, crd: 161614, firm: One Advisory Partners, LLC, city: Overland Park, state: KS, value: 126201654, base_value: 243321693, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161614/; rank: 33, crd: 145799, firm: Fortune Financial Advisors, LLC, city: Overland Park, state: KS, value: 120228812, base_value: 202370734, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145799/; rank: 34, crd: 288641, firm: Prevail Innovative Wealth Advisors, LLC, city: Leawood, state: KS, value: 116425686, base_value: 815418771, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288641/; rank: 35, crd: 331394, firm: Storyone Family Office, city: Overland Park, state: KS, value: 115896872, base_value: 143514631, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331394/; rank: 36, crd: 108168, firm: Paragon Capital Management LLC, city: Overland Park, state: KS, value: 106641115, base_value: 633139441, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108168/; rank: 37, crd: 105898, firm: Clayton Wealth Partners, city: Topeka, state: KS, value: 99256907, base_value: 810559576, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105898/; rank: 38, crd: 107999, firm: Stepp & Rothwell Inc, city: Overland Park, state: KS, value: 91423364, base_value: 963693327, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107999/; rank: 39, crd: 175288, firm: Midwest Financial Group LLC, city: Overland Park, state: KS, value: 88262947, base_value: 477818932, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175288/; rank: 40, crd: 133014, firm: Legacy Investment Partners, LLC, city: Overland Park, state: KS, value: 85873334, base_value: 317243074, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133014/; rank: 41, crd: 295907, firm: Carlson Financial, city: Topeka, state: KS, value: 85496284, base_value: 546695880, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295907/; rank: 42, crd: 281742, firm: Westward Investment Advisory, city: Mission, state: KS, value: 81966093, base_value: 489542887, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281742/; rank: 43, crd: 328005, firm: Mokan Wealth Management, city: Overland Park, state: KS, value: 75609903, base_value: 174727504, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328005/; rank: 44, crd: 109413, firm: Yukon Wealth Management, Inc., city: Overland Park, state: KS, value: 75386041, base_value: 392000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109413/; rank: 45, crd: 134530, firm: Steffes Financial, Ltd, city: Overland Park, state: KS, value: 74334460, base_value: 537120594, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134530/; rank: 46, crd: 284394, firm: Retirewise Tax and Wealth Advisors, Inc., city: Topeka, state: KS, value: 72791610, base_value: 170058390, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284394/; rank: 47, crd: 110471, firm: S&A Financial Services, Inc., city: Overland Park, state: KS, value: 70590555, base_value: 321680770, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110471/; rank: 48, crd: 105807, firm: Searcy Financial Services, Inc., city: Overland Park, state: KS, value: 66300122, base_value: 447672389, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105807/; rank: 49, crd: 144748, firm: BCWM, city: Overland Park, state: KS, value: 65385472, base_value: 599823810, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144748/; rank: 50, crd: 322617, firm: MN Wealth Advisors, LLC, city: Overland Park, state: KS, value: 63814311, base_value: 330421054, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322617/; rank: 51, crd: 128366, firm: ETF Portfolio Partners, Inc., city: Leawood, state: KS, value: 62098684, base_value: 369045238, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128366/; rank: 52, crd: 133823, firm: Everest Wealth Management, city: Leawood, state: KS, value: 53283754, base_value: 184140435, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133823/; rank: 53, crd: 317580, firm: Dogwood Wealth Management, LLC, city: Lenexa, state: KS, value: 52994897, base_value: 204200159, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317580/; rank: 54, crd: 175294, firm: The Perspective Group, city: Lawrence, state: KS, value: 51084171, base_value: 173993924, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175294/; rank: 55, crd: 304520, firm: Mattern Wealth Management LLC, city: Lawrence, state: KS, value: 45288621, base_value: 533737347, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304520/; rank: 56, crd: 129755, firm: Sound Stewardship, LLC, city: Overland Park, state: KS, value: 41041064, base_value: 243577802, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129755/; rank: 57, crd: 169574, firm: Nova R Wealth, Inc., city: Overland Park, state: KS, value: 40596076, base_value: 411967443, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169574/; rank: 58, crd: 330835, firm: Curtis Capital Advisors, city: Overland Park, state: KS, value: 40022000, base_value: 125478000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330835/; rank: 59, crd: 324181, firm: Centerpoint Advisory Group, LLC, city: Overland Park, state: KS, value: 39518500, base_value: 236828000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324181/; rank: 60, crd: 285946, firm: SJHL Financial Group, city: McPherson, state: KS, value: 35897137, base_value: 138651427, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285946/; rank: 61, crd: 113761, firm: Windward Private Wealth Management Inc., city: Overland Park, state: KS, value: 35788125, base_value: 273799475, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113761/; rank: 62, crd: 107699, firm: Redstone Advisors Inc, city: Wichita, state: KS, value: 35412469, base_value: 455201681, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107699/; rank: 63, crd: 140379, firm: Cornerstone Securities LLC, city: Overland Park, state: KS, value: 35000000, base_value: 175000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140379/; rank: 64, crd: 323208, firm: Gentry Private Wealth, city: Wichita, state: KS, value: 33731587, base_value: 274016708, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323208/; rank: 65, crd: 316557, firm: RPR Financial, city: Overland Park, state: KS, value: 33228261, base_value: 128821817, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316557/; rank: 66, crd: 332929, firm: Collaborative Portfolio Management, city: Overland Park, state: KS, value: 32660941, base_value: 146077684, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332929/; rank: 67, crd: 149229, firm: Berkeley Capital Management, LLC, city: Ellsworth, state: KS, value: 28449146, base_value: 100038351, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149229/; rank: 68, crd: 323527, firm: RSG Investments LLC, city: Overland Park, state: KS, value: 24081193, base_value: 116445985, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323527/; rank: 69, crd: 113556, firm: Schwarz Investment Partners, city: Silver Lake, state: KS, value: 23340977, base_value: 161553043, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113556/; rank: 70, crd: 145800, firm: Freestate Advisors LLC, city: Overland Park, state: KS, value: 22241299, base_value: 159596367, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145800/; rank: 71, crd: 114510, firm: Cornerstone Advisors, city: Topeka, state: KS, value: 20437534, base_value: 244695549, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114510/; rank: 72, crd: 148229, firm: Novadius Wealth Management, city: Overland Park, state: KS, value: 19990655, base_value: 148165700, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148229/; rank: 73, crd: 309043, firm: Viawealth, LLC, city: Leawood, state: KS, value: 19281611, base_value: 241457286, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309043/; rank: 74, crd: 297791, firm: Proactive Capital Management, Inc., city: Topeka, state: KS, value: 19111598, base_value: 151549748, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297791/; rank: 75, crd: 143410, firm: Davis Financial Management, Inc., city: Overland Park, state: KS, value: 19087000, base_value: 125562000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143410/; rank: 76, crd: 146796, firm: Agh Wealth Advisors, LLC, city: Wichita, state: KS, value: 16389020, base_value: 439945283, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146796/; rank: 77, crd: 147518, firm: Insight Financial Services, city: Overland Park, state: KS, value: 16350216, base_value: 197471988, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147518/; rank: 78, crd: 155541, firm: Allos Investment Advisors, LLC, city: Overland Park, state: KS, value: 13767375, base_value: 59841456, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155541/; rank: 79, crd: 331692, firm: Konza Global Wealth Group, city: Overland Park, state: KS, value: 8659114, base_value: 116539022, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331692/; rank: 80, crd: 331223, firm: Douglass Investment Group, city: Wichita, state: KS, value: 8600000, base_value: 165000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331223/; rank: 81, crd: 128161, firm: Balanced Financial Planning, Inc., city: Overland Park, state: KS, value: 471197, base_value: 180861439, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128161/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Kansas](https://advisoriq.com/ria/states/kansas/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/kansas/

License: https://advisoriq.com/license/