Ranking, Kansas

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Kansas

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

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

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.

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Kansas
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	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	56.6%	3,097
4	Mariner Independent	Overland Park	40.4%	3,101
5	Endeavor Private Wealth, Inc.	Topeka	39.8%	384
6	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	39.8%	332
7	One Advisory Partners, LLC	Overland Park	30.3%	241
8	Greenup Street Wealth Management LLC	Overland Park	29.4%	763
9	Storyone Family Office	Overland Park	29.0%	107
10	Caliber Wealth Management, LLC	Overland Park	26.7%	1,316
11	Collaborative Portfolio Management	Overland Park	25.5%	145
12	Mariner	Overland Park	24.6%	44,733
13	Dogwood Wealth Management, LLC	Lenexa	23.6%	195
14	United Capital Management of Kansas, Inc.	Salina	21.2%	1,366
15	Adamsbrown Wealth Consultants LLC	Wichita	20.6%	1,611
16	Douglass Investment Group	Wichita	20.3%	118
17	Creative Planning	Overland Park	20.3%	84,863
18	Normandy Investment Advisors	Leawood	19.8%	257
19	Centerpoint Advisory Group, LLC	Overland Park	19.8%	242
20	Canvas Wealth Advisors, LLC	Shawnee	19.8%	470
21	Retirewise Tax and Wealth Advisors, Inc.	Topeka	19.5%	246
22	Creativeone Wealth, LLC	Overland Park	19.0%	18,777
23	Lexaurum Advisors	Overland Park	19.0%	1,918
24	Fortis Capital Advisors, LLC	Prairie Village	15.8%	1,881
25	Fortune Financial Advisors, LLC	Overland Park	15.7%	178
26	AE Wealth Management, LLC	Topeka	15.3%	111,074
27	Pinion Wealth Management, LLC	Wichita	13.2%	593
28	Cornerstone Securities LLC	Overland Park	12.5%	800
29	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	12.4%	4,202
30	SJHL Financial Group	McPherson	11.6%	345
31	Konza Global Wealth Group	Overland Park	11.3%	106
32	Mokan Wealth Management	Overland Park	10.9%	156
33	Berkeley Capital Management, LLC	Ellsworth	10.1%	336
34	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	10.0%	11,364
35	RPR Financial	Overland Park	9.7%	236
36	Keen Wealth Advisors	Overland Park	9.5%	930
37	PCG Wealth Management	Overland Park	9.1%	1,795
38	Mariner	Overland Park	9.1%	3,242
39	Paragon Capital Management LLC	Overland Park	9.0%	321
40	Retirement Portfolios, LLC	Lawrence	8.9%	225
41	Waterfront Wealth Inc.	Overland Park	8.5%	730
42	Novadius Wealth Management	Overland Park	8.4%	249
43	Schwarz Investment Partners	Silver Lake	8.3%	662
44	Wealth Alliance Advisory Group, LLC	Wichita	8.3%	907
45	ETF Portfolio Partners, Inc.	Leawood	7.8%	411
46	Prevail Innovative Wealth Advisors, LLC	Leawood	6.9%	769
47	Financial Partners Group, Inc.	Overland Park	5.8%	1,151
48	Agh Wealth Advisors, LLC	Wichita	5.3%	486
49	RSG Investments LLC	Overland Park	4.8%	538
50	Redstone Advisors Inc	Wichita	4.8%	104
51	CGN Advisors, LLC	Manhattan	4.8%	2,214
52	Mitchell Capital Management Co	Leawood	4.7%	316
53	Proactive Capital Management, Inc.	Topeka	4.2%	261
54	Midwest Financial Group LLC	Overland Park	3.9%	919
55	BCWM	Overland Park	3.8%	364
56	Fas Wealth Partners, Inc.	Leawood	3.8%	1,595
57	Carlson Financial	Topeka	3.5%	1,060
58	Kavar Capital Partners	Leawood	3.2%	443
59	Steffes Financial, Ltd	Overland Park	3.1%	257
60	Mattern Wealth Management LLC	Lawrence	3.0%	595
61	Searcy Financial Services, Inc.	Overland Park	2.6%	189
62	Allos Investment Advisors, LLC	Overland Park	2.5%	400
63	Cornerstone Advisors	Topeka	2.4%	459
64	Sound Stewardship, LLC	Overland Park	2.0%	196
65	Stepp & Rothwell Inc	Overland Park	1.8%	334
66	Balanced Financial Planning, Inc.	Overland Park	1.8%	227
67	Windward Private Wealth Management Inc.	Overland Park	1.2%	241
68	Freestate Advisors LLC	Overland Park	1.1%	271
69	Legacy Financial Strategies, LLC	Overland Park	1.0%	696
70	Legacy Investment Partners, LLC	Overland Park	0.9%	221
71	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	0.6%	851
72	MN Wealth Advisors, LLC	Overland Park	0.5%	568
73	Clayton Wealth Partners	Topeka	0.5%	771
74	Insight Financial Services	Overland Park	0.5%	443
75	Next Generation Investing, LLC	Topeka	0.0%	245
76	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	-0.2%	16,477
77	Rademacher Financial, Inc.	Lawrence	-0.3%	347
78	Nova R Wealth, Inc.	Overland Park	-0.3%	324
79	The Perspective Group	Lawrence	-3.3%	307
80	Gentry Private Wealth	Wichita	-3.7%	272
81	Triune Financial Partners, LLC	Overland Park	-6.5%	1,030
82	Aspyre Wealth Partners	Overland Park	-9.6%	428
83	S&A Financial Services, Inc.	Overland Park	-14.7%	1,799
84	TFB Advisors, LLC	Overland Park	-55.5%	3,047

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

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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.