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Ranking, Kansas

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

As of October 2, 2026, Greenup Street Wealth Management LLC ranked #1 in Kansas in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 45.6%, from a base of $137.4 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 five years between the SEC snapshots of October 4, 2021 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 five years, including broker-dealer firms in Kansas
Rank Firm City Growth Starting value
1 Greenup Street Wealth Management LLC Overland Park 45.6% $137.4 million
2 AE Wealth Management, LLC Topeka 31.6% $12.6 billion
3 Pinion Wealth Management, LLC Wichita 30.9% $217.5 million
4 Adamsbrown Wealth Consultants LLC Wichita 29.9% $302.8 million
5 Mariner Overland Park 29.1% $35.0 billion
6 CGN Advisors, LLC Manhattan 28.0% $466.1 million
7 Agh Wealth Advisors, LLC Wichita 27.2% $137.0 million
8 Creative Planning Overland Park 26.8% $90.0 billion
9 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 26.0% $1.3 billion
10 Creativeone Wealth, LLC Overland Park 26.0% $2.0 billion
11 Canvas Wealth Advisors, LLC Shawnee 25.9% $293.9 million
12 United Capital Management of Kansas, Inc. Salina 24.4% $297.4 million
13 Westward Investment Advisory Mission 22.4% $208.4 million
14 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 22.1% $151.2 million
15 Sunesis Advisors, LLC Overland Park 19.0% $622.4 million
16 Carlson Financial Topeka 18.4% $271.9 million
17 Endeavor Private Wealth, Inc. Topeka 18.2% $257.5 million
18 Lexaurum Advisors Overland Park 18.2% $549.1 million
19 Wealth Alliance Advisory Group, LLC Wichita 18.2% $424.6 million
20 Legacy Financial Strategies, LLC Overland Park 17.3% $429.1 million
21 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 17.0% $1.2 billion
22 Legacy Investment Partners, LLC Overland Park 16.9% $184.9 million
23 Mariner Overland Park 16.3% $1.3 billion
24 PCG Wealth Management Overland Park 15.9% $445.8 million
25 Paragon Capital Management LLC Overland Park 15.4% $361.0 million
26 Keen Wealth Advisors Overland Park 15.3% $606.5 million
27 Financial Partners Group, Inc. Overland Park 15.1% $568.3 million
28 Fas Wealth Partners, Inc. Leawood 15.0% $1.9 billion
29 Yukon Wealth Management, Inc. Overland Park 14.3% $239.5 million
30 The Perspective Group Lawrence 14.3% $115.6 million
31 Kavar Capital Partners Leawood 13.3% $848.5 million
32 Triune Financial Partners, LLC Overland Park 12.8% $832.4 million
33 Waterfront Wealth Inc. Overland Park 12.2% $640.0 million
34 Midwest Financial Group LLC Overland Park 12.0% $320.7 million
35 ETF Portfolio Partners, Inc. Leawood 12.0% $244.6 million
36 Mattern Wealth Management LLC Lawrence 11.5% $335.6 million
37 Cornerstone Securities LLC Overland Park 10.9% $125.0 million
38 Everest Wealth Management Leawood 10.7% $142.9 million
39 Searcy Financial Services, Inc. Overland Park 10.7% $309.6 million
40 Sound Stewardship, LLC Overland Park 10.2% $174.9 million
41 S&A Financial Services, Inc. Overland Park 9.2% $252.6 million
42 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 8.5% $6.4 billion
43 Aspyre Wealth Partners Overland Park 8.2% $451.6 million
44 Clayton Wealth Partners Topeka 8.1% $617.0 million
45 Balanced Financial Planning, Inc. Overland Park 7.9% $123.7 million
46 Steffes Financial, Ltd Overland Park 6.8% $439.5 million
47 Fortune Financial Advisors, LLC Overland Park 6.2% $238.7 million
48 Freestate Advisors LLC Overland Park 6.1% $135.0 million
49 Cornerstone Advisors Topeka 5.8% $199.9 million
50 Windward Private Wealth Management Inc. Overland Park 5.7% $234.5 million
51 Nova R Wealth, Inc. Overland Park 5.4% $347.3 million
52 Mitchell Capital Management Co Leawood 4.9% $665.7 million
53 Stepp & Rothwell Inc Overland Park 4.9% $831.6 million
54 Insight Financial Services Overland Park 4.7% $169.7 million
55 Rademacher Financial, Inc. Lawrence 4.6% $187.4 million
56 One Advisory Partners, LLC Overland Park 4.3% $300.0 million
57 Next Generation Investing, LLC Topeka 3.1% $110.0 million
58 BCWM Overland Park 2.4% $591.3 million
59 Novadius Wealth Management Overland Park 0.8% $162.0 million
60 Redstone Advisors Inc Wichita -2.7% $561.2 million

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

More rankings

Fastest growing, 5 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.