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.
| 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 wealth firms over five years, including broker-dealer firms, nationally
- RIA market data for Kansas
- Largest wealth firms by assets under management, including broker-dealer firms in Kansas
- Fastest-growing wealth firms over one year, including broker-dealer firms in Kansas
- Fastest-growing wealth firms over three years, including broker-dealer firms in Kansas
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Kansas
- Wealth firms with the most clients, including broker-dealer firms in Kansas
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Kansas
- Wealth firms with the most accounts, including broker-dealer firms in Kansas
- Wealth firms with the most advisory staff, including broker-dealer firms in Kansas
- Wealth firms with the most high net worth clients, including broker-dealer firms in Kansas
- Wealth firms with the most CFP professionals, including broker-dealer firms in Kansas
- Newest wealth firms, including broker-dealer firms in Kansas
Fastest growing, 5 years by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.