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Ranking, Kansas

Fastest-growing wealth firms over three years, including broker-dealer firms in Kansas

As of October 2, 2026, Fortis Capital Advisors, LLC ranked #1 in Kansas in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 87.4%, from a base of $245.3 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing wealth firms over three years, including broker-dealer firms in Kansas
Rank Firm City Growth Starting value
1 Fortis Capital Advisors, LLC Prairie Village 87.4% $245.3 million
2 Keating Financial Advisory Services Manhattan 74.8% $271.6 million
3 Prevail Innovative Wealth Advisors, LLC Leawood 52.3% $263.7 million
4 Agh Wealth Advisors, LLC Wichita 47.9% $141.1 million
5 United Capital Management of Kansas, Inc. Salina 42.7% $304.6 million
6 TFB Advisors, LLC Overland Park 39.7% $308.3 million
7 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 39.4% $100.0 million
8 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 39.0% $1.5 billion
9 Normandy Investment Advisors Leawood 37.9% $104.2 million
10 AE Wealth Management, LLC Topeka 37.3% $19.2 billion
11 Pinion Wealth Management, LLC Wichita 36.8% $326.6 million
12 Centerpoint Advisory Group, LLC Overland Park 35.8% $110.3 million
13 Greenup Street Wealth Management LLC Overland Park 35.8% $359.4 million
14 Mariner Independent Overland Park 33.9% $3.1 billion
15 One Advisory Partners, LLC Overland Park 30.6% $165.8 million
16 Adamsbrown Wealth Consultants LLC Wichita 30.5% $503.9 million
17 CGN Advisors, LLC Manhattan 30.3% $724.5 million
18 Creativeone Wealth, LLC Overland Park 29.5% $2.9 billion
19 Endeavor Private Wealth, Inc. Topeka 29.4% $274.6 million
20 Canvas Wealth Advisors, LLC Shawnee 28.9% $434.0 million
21 Lexaurum Advisors Overland Park 28.0% $604.1 million
22 Rademacher Financial, Inc. Lawrence 25.3% $119.1 million
23 Mariner Overland Park 23.9% $65.9 billion
24 Creative Planning Overland Park 23.9% $155.3 billion
25 Legacy Financial Strategies, LLC Overland Park 23.2% $508.7 million
26 Wealth Alliance Advisory Group, LLC Wichita 22.9% $527.0 million
27 Carlson Financial Topeka 22.7% $342.4 million
28 Gentry Private Wealth Wichita 22.6% $166.9 million
29 Mariner Overland Park 22.6% $1.5 billion
30 Yukon Wealth Management, Inc. Overland Park 21.1% $263.0 million
31 Waterfront Wealth Inc. Overland Park 20.8% $645.0 million
32 Westward Investment Advisory Mission 20.5% $326.6 million
33 Legacy Investment Partners, LLC Overland Park 20.1% $232.6 million
34 Schwarz Investment Partners Silver Lake 20.1% $106.9 million
35 The Perspective Group Lawrence 18.9% $134.0 million
36 Financial Partners Group, Inc. Overland Park 18.9% $682.0 million
37 Keen Wealth Advisors Overland Park 18.4% $743.1 million
38 Paragon Capital Management LLC Overland Park 17.9% $451.2 million
39 Triune Financial Partners, LLC Overland Park 17.4% $939.7 million
40 Fas Wealth Partners, Inc. Leawood 17.1% $2.4 billion
41 ETF Portfolio Partners, Inc. Leawood 16.7% $271.2 million
42 PCG Wealth Management Overland Park 16.5% $588.6 million
43 Kavar Capital Partners Leawood 15.8% $1.0 billion
44 Midwest Financial Group LLC Overland Park 15.6% $366.2 million
45 Searcy Financial Services, Inc. Overland Park 15.4% $334.4 million
46 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 15.2% $6.3 billion
47 Everest Wealth Management Leawood 15.2% $155.3 million
48 S&A Financial Services, Inc. Overland Park 15.0% $258.2 million
49 Sound Stewardship, LLC Overland Park 14.6% $189.0 million
50 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 14.2% $275.8 million
51 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 14.0% $1.7 billion
52 SJHL Financial Group McPherson 13.6% $119.2 million
53 Clayton Wealth Partners Topeka 13.2% $627.0 million
54 Viawealth, LLC Leawood 12.8% $181.7 million
55 Aspyre Wealth Partners Overland Park 12.6% $468.4 million
56 Steffes Financial, Ltd Overland Park 12.5% $429.2 million
57 MN Wealth Advisors, LLC Overland Park 12.4% $277.4 million
58 Mattern Wealth Management LLC Lawrence 11.3% $420.4 million
59 Proactive Capital Management, Inc. Topeka 11.1% $124.4 million
60 Insight Financial Services Overland Park 11.0% $156.2 million
61 Balanced Financial Planning, Inc. Overland Park 10.9% $132.8 million
62 Stepp & Rothwell Inc Overland Park 10.9% $772.9 million
63 Cornerstone Advisors Topeka 10.9% $194.2 million
64 Freestate Advisors LLC Overland Park 10.7% $134.0 million
65 Sunesis Advisors, LLC Overland Park 10.6% $1.1 billion
66 Nova R Wealth, Inc. Overland Park 10.3% $336.8 million
67 Mitchell Capital Management Co Leawood 8.6% $661.3 million
68 Windward Private Wealth Management Inc. Overland Park 7.3% $250.6 million
69 BCWM Overland Park 6.3% $553.8 million
70 Fortune Financial Advisors, LLC Overland Park 0.6% $316.7 million
71 Redstone Advisors Inc Wichita 0.5% $483.4 million
72 Next Generation Investing, LLC Topeka 0.0% $128.0 million
73 Novadius Wealth Management Overland Park -6.4% $205.1 million

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

More rankings

Fastest growing, 3 years 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.