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AdvisorIQ

Ranking, Kansas

Fastest-growing wealth firms 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 fastest-growing wealth firms over one year, including broker-dealer firms, with 259.2%, from a base of $425.0 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Triad Wealth Partners, LLC Lawrence 259.2% $425.0 million
2 Market Investment Group, LLC Wichita 230.1% $126.1 million
3 Normandy Investment Advisors Leawood 92.5% $142.0 million
4 Retirement Portfolios, LLC Lawrence 89.5% $153.0 million
5 Storyone Family Office Overland Park 80.8% $143.5 million
6 Endeavor Private Wealth, Inc. Topeka 68.7% $352.8 million
7 Cabin Advisors, LLC Broker-dealer affiliated Overland Park 64.8% $133.6 million
8 Fortune Financial Advisors, LLC Overland Park 59.4% $202.4 million
9 One Advisory Partners, LLC Overland Park 51.9% $243.3 million
10 Caliber Wealth Management, LLC Overland Park 50.9% $1.2 billion
11 Mokan Wealth Management Overland Park 43.3% $174.7 million
12 Retirewise Tax and Wealth Advisors, Inc. Topeka 42.8% $170.1 million
13 Cetera Planning Partners Broker-dealer affiliated Leawood 37.9% $3.0 billion
14 Greenup Street Wealth Management LLC Overland Park 36.1% $661.7 million
15 Creative Planning Overland Park 36.0% $217.4 billion
16 Fortis Capital Advisors, LLC Prairie Village 33.3% $1.2 billion
17 AE Wealth Management, LLC Topeka 32.8% $37.5 billion
18 United Capital Management of Kansas, Inc. Salina 32.1% $669.7 million
19 Curtis Capital Advisors Overland Park 31.9% $125.5 million
20 Mariner Independent Overland Park 30.7% $5.6 billion
21 Canvas Wealth Advisors, LLC Shawnee 30.3% $713.0 million
22 Creativeone Wealth, LLC Overland Park 29.5% $4.8 billion
23 The Perspective Group Lawrence 29.4% $174.0 million
24 Pinion Wealth Management, LLC Wichita 29.0% $649.0 million
25 Everest Wealth Management Leawood 28.9% $184.1 million
26 Berkeley Capital Management, LLC Ellsworth 28.4% $100.0 million
27 Waterfront Wealth Inc. Overland Park 27.9% $890.0 million
28 Adamsbrown Wealth Consultants LLC Wichita 27.3% $880.9 million
29 Mariner Overland Park 27.2% $98.6 billion
30 Legacy Investment Partners, LLC Overland Park 27.1% $317.2 million
31 CGN Advisors, LLC Manhattan 26.9% $1.3 billion
32 Dogwood Wealth Management, LLC Lenexa 26.0% $204.2 million
33 Lexaurum Advisors Overland Park 25.9% $1.0 billion
34 SJHL Financial Group McPherson 25.9% $138.7 million
35 RPR Financial Overland Park 25.8% $128.8 million
36 Fas Wealth Partners, Inc. Leawood 22.4% $3.1 billion
37 Collaborative Portfolio Management Overland Park 22.4% $146.1 million
38 S&A Financial Services, Inc. Overland Park 21.9% $321.7 million
39 Wealth Alliance Advisory Group, LLC Wichita 21.8% $803.8 million
40 PCG Wealth Management Overland Park 21.6% $765.5 million
41 RSG Investments LLC Overland Park 20.7% $116.4 million
42 Sunesis Advisors, LLC Overland Park 20.2% $1.2 billion
43 Cornerstone Securities LLC Overland Park 20.0% $175.0 million
44 Creativeone Securities, LLC Broker-dealer affiliated Overland Park 19.6% $2.1 billion
45 MN Wealth Advisors, LLC Overland Park 19.3% $330.4 million
46 Yukon Wealth Management, Inc. Overland Park 19.2% $392.0 million
47 Copper Financial Broker-dealer affiliated Lenexa 18.7% $346.1 million
48 Keen Wealth Advisors Overland Park 18.5% $1.0 billion
49 Midwest Financial Group LLC Overland Park 18.5% $477.8 million
50 Legacy Financial Strategies, LLC Overland Park 18.1% $806.1 million
51 Kavar Capital Partners Leawood 17.8% $1.3 billion
52 Mariner Overland Park 17.7% $2.4 billion
53 Financial Partners Group, Inc. Overland Park 17.7% $973.3 million
54 Triune Financial Partners, LLC Overland Park 17.1% $1.3 billion
55 Sound Stewardship, LLC Overland Park 16.8% $243.6 million
56 Paragon Capital Management LLC Overland Park 16.8% $633.1 million
57 ETF Portfolio Partners, Inc. Leawood 16.8% $369.0 million
58 Westward Investment Advisory Mission 16.7% $489.5 million
59 Centerpoint Advisory Group, LLC Overland Park 16.7% $236.8 million
60 Carlson Financial Topeka 15.6% $546.7 million
61 Davis Financial Management, Inc. Overland Park 15.2% $125.6 million
62 Searcy Financial Services, Inc. Overland Park 14.8% $447.7 million
63 Schwarz Investment Partners Silver Lake 14.4% $161.6 million
64 Prevail Innovative Wealth Advisors, LLC Leawood 14.3% $815.4 million
65 Freestate Advisors LLC Overland Park 13.9% $159.6 million
66 Steffes Financial, Ltd Overland Park 13.8% $537.1 million
67 Novadius Wealth Management Overland Park 13.5% $148.2 million
68 Windward Private Wealth Management Inc. Overland Park 13.1% $273.8 million
69 Mariner Advisor Network Broker-dealer affiliated Overland Park 12.8% $8.5 billion
70 Proactive Capital Management, Inc. Topeka 12.6% $151.5 million
71 Gentry Private Wealth Wichita 12.3% $274.0 million
72 Clayton Wealth Partners Topeka 12.2% $810.6 million
73 BCWM Overland Park 10.9% $599.8 million
74 Nova R Wealth, Inc. Overland Park 9.9% $412.0 million
75 Stepp & Rothwell Inc Overland Park 9.5% $963.7 million
76 Mattern Wealth Management LLC Lawrence 8.5% $533.7 million
77 Cornerstone Advisors Topeka 8.4% $244.7 million
78 Insight Financial Services Overland Park 8.3% $197.5 million
79 Viawealth, LLC Leawood 8.0% $241.5 million
80 Redstone Advisors Inc Wichita 7.8% $455.2 million
81 Konza Global Wealth Group Overland Park 7.4% $116.5 million
82 Douglass Investment Group Wichita 5.2% $165.0 million
83 Agh Wealth Advisors, LLC Wichita 3.7% $439.9 million
84 Ofg Financial Services, Inc. Broker-dealer affiliated Topeka 0.4% $270.0 million
85 Balanced Financial Planning, Inc. Overland Park 0.3% $180.9 million
86 Next Generation Investing, LLC Topeka 0.0% $128.0 million
87 Aspyre Wealth Partners Overland Park -0.1% $669.3 million
88 Mitchell Capital Management Co Leawood -1.6% $861.0 million
89 TFB Advisors, LLC Overland Park -2.3% $859.6 million
90 Rademacher Financial, Inc. Lawrence -10.9% $262.9 million

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

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Fastest growing 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.