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AdvisorIQ

Ranking, Kansas

Independent RIAs with the fastest client growth over one year in Kansas

As of October 2, 2026, Triad Wealth Partners, LLC ranked #1 in Kansas in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 182.3%, from a base of 1,380.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Rank Firm City Growth Starting value
1 Triad Wealth Partners, LLC Lawrence 182.3% 1,380
2 Market Investment Group, LLC Wichita 175.7% 658
3 Mariner Independent Overland Park 40.4% 3,101
4 Endeavor Private Wealth, Inc. Topeka 39.8% 384
5 One Advisory Partners, LLC Overland Park 30.3% 241
6 Greenup Street Wealth Management LLC Overland Park 29.4% 763
7 Storyone Family Office Overland Park 29.0% 107
8 Caliber Wealth Management, LLC Overland Park 26.7% 1,316
9 Collaborative Portfolio Management Overland Park 25.5% 145
10 Mariner Overland Park 24.6% 44,733
11 Dogwood Wealth Management, LLC Lenexa 23.6% 195
12 United Capital Management of Kansas, Inc. Salina 21.2% 1,366
13 Adamsbrown Wealth Consultants LLC Wichita 20.6% 1,611
14 Douglass Investment Group Wichita 20.3% 118
15 Creative Planning Overland Park 20.3% 84,863
16 Normandy Investment Advisors Leawood 19.8% 257
17 Centerpoint Advisory Group, LLC Overland Park 19.8% 242
18 Canvas Wealth Advisors, LLC Shawnee 19.8% 470
19 Retirewise Tax and Wealth Advisors, Inc. Topeka 19.5% 246
20 Creativeone Wealth, LLC Overland Park 19.0% 18,777
21 Lexaurum Advisors Overland Park 19.0% 1,918
22 Fortis Capital Advisors, LLC Prairie Village 15.8% 1,881
23 Fortune Financial Advisors, LLC Overland Park 15.7% 178
24 AE Wealth Management, LLC Topeka 15.3% 111,074
25 Pinion Wealth Management, LLC Wichita 13.2% 593
26 Cornerstone Securities LLC Overland Park 12.5% 800
27 SJHL Financial Group McPherson 11.6% 345
28 Konza Global Wealth Group Overland Park 11.3% 106
29 Mokan Wealth Management Overland Park 10.9% 156
30 Berkeley Capital Management, LLC Ellsworth 10.1% 336
31 RPR Financial Overland Park 9.7% 236
32 Keen Wealth Advisors Overland Park 9.5% 930
33 PCG Wealth Management Overland Park 9.1% 1,795
34 Mariner Overland Park 9.1% 3,242
35 Paragon Capital Management LLC Overland Park 9.0% 321
36 Retirement Portfolios, LLC Lawrence 8.9% 225
37 Waterfront Wealth Inc. Overland Park 8.5% 730
38 Novadius Wealth Management Overland Park 8.4% 249
39 Schwarz Investment Partners Silver Lake 8.3% 662
40 Wealth Alliance Advisory Group, LLC Wichita 8.3% 907
41 ETF Portfolio Partners, Inc. Leawood 7.8% 411
42 Prevail Innovative Wealth Advisors, LLC Leawood 6.9% 769
43 Financial Partners Group, Inc. Overland Park 5.8% 1,151
44 Agh Wealth Advisors, LLC Wichita 5.3% 486
45 RSG Investments LLC Overland Park 4.8% 538
46 Redstone Advisors Inc Wichita 4.8% 104
47 CGN Advisors, LLC Manhattan 4.8% 2,214
48 Mitchell Capital Management Co Leawood 4.7% 316
49 Proactive Capital Management, Inc. Topeka 4.2% 261
50 Midwest Financial Group LLC Overland Park 3.9% 919
51 BCWM Overland Park 3.8% 364
52 Fas Wealth Partners, Inc. Leawood 3.8% 1,595
53 Carlson Financial Topeka 3.5% 1,060
54 Kavar Capital Partners Leawood 3.2% 443
55 Steffes Financial, Ltd Overland Park 3.1% 257
56 Mattern Wealth Management LLC Lawrence 3.0% 595
57 Searcy Financial Services, Inc. Overland Park 2.6% 189
58 Allos Investment Advisors, LLC Overland Park 2.5% 400
59 Cornerstone Advisors Topeka 2.4% 459
60 Sound Stewardship, LLC Overland Park 2.0% 196
61 Stepp & Rothwell Inc Overland Park 1.8% 334
62 Balanced Financial Planning, Inc. Overland Park 1.8% 227
63 Windward Private Wealth Management Inc. Overland Park 1.2% 241
64 Freestate Advisors LLC Overland Park 1.1% 271
65 Legacy Financial Strategies, LLC Overland Park 1.0% 696
66 Legacy Investment Partners, LLC Overland Park 0.9% 221
67 MN Wealth Advisors, LLC Overland Park 0.5% 568
68 Clayton Wealth Partners Topeka 0.5% 771
69 Insight Financial Services Overland Park 0.5% 443
70 Next Generation Investing, LLC Topeka 0.0% 245
71 Rademacher Financial, Inc. Lawrence -0.3% 347
72 Nova R Wealth, Inc. Overland Park -0.3% 324
73 The Perspective Group Lawrence -3.3% 307
74 Gentry Private Wealth Wichita -3.7% 272
75 Triune Financial Partners, LLC Overland Park -6.5% 1,030
76 Aspyre Wealth Partners Overland Park -9.6% 428
77 S&A Financial Services, Inc. Overland Park -14.7% 1,799
78 TFB Advisors, LLC Overland Park -55.5% 3,047

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

More rankings

Client growth 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.