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For asset managers
AdvisorIQ

Ranking, Kansas

Largest independent RIAs by assets under management in Kansas

As of October 2, 2026, Creative Planning ranked #1 in Kansas in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $295.6 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Creative Planning Overland Park $295.6 billion
2 Mariner Overland Park $125.4 billion
3 AE Wealth Management, LLC Topeka $49.8 billion
4 Mariner Independent Overland Park $7.3 billion
5 Creativeone Wealth, LLC Overland Park $6.3 billion
6 Fas Wealth Partners, Inc. Leawood $3.8 billion
7 Mariner Overland Park $2.8 billion
8 Caliber Wealth Management, LLC Overland Park $1.8 billion
9 Fortis Capital Advisors, LLC Prairie Village $1.6 billion
10 CGN Advisors, LLC Manhattan $1.6 billion
11 Kavar Capital Partners Leawood $1.6 billion
12 Triad Wealth Partners, LLC Lawrence $1.5 billion
13 Triune Financial Partners, LLC Overland Park $1.5 billion
14 Sunesis Advisors, LLC Overland Park $1.5 billion
15 Keating Financial Advisory Services Manhattan $1.5 billion
16 Lexaurum Advisors Overland Park $1.3 billion
17 Keen Wealth Advisors Overland Park $1.2 billion
18 Financial Partners Group, Inc. Overland Park $1.1 billion
19 Waterfront Wealth Inc. Overland Park $1.1 billion
20 Adamsbrown Wealth Consultants LLC Wichita $1.1 billion
21 Stepp & Rothwell Inc Overland Park $1.1 billion
22 Wealth Alliance Advisory Group, LLC Wichita $978.6 million
23 Legacy Financial Strategies, LLC Overland Park $952.0 million
24 Prevail Innovative Wealth Advisors, LLC Leawood $931.8 million
25 PCG Wealth Management Overland Park $931.1 million
26 Canvas Wealth Advisors, LLC Shawnee $929.2 million
27 Clayton Wealth Partners Topeka $909.8 million
28 Greenup Street Wealth Management LLC Overland Park $900.4 million
29 United Capital Management of Kansas, Inc. Salina $884.8 million
30 Mitchell Capital Management Co Leawood $847.3 million
31 TFB Advisors, LLC Overland Park $840.2 million
32 Pinion Wealth Management, LLC Wichita $837.1 million
33 Paragon Capital Management LLC Overland Park $739.8 million
34 Aspyre Wealth Partners Overland Park $668.3 million
35 BCWM Overland Park $665.2 million
36 Carlson Financial Topeka $632.2 million
37 Steffes Financial, Ltd Overland Park $611.5 million
38 Endeavor Private Wealth, Inc. Topeka $595.3 million
39 Mattern Wealth Management LLC Lawrence $579.0 million
40 Westward Investment Advisory Mission $571.5 million
41 Midwest Financial Group LLC Overland Park $566.1 million
42 Searcy Financial Services, Inc. Overland Park $514.0 million
43 Redstone Advisors Inc Wichita $490.6 million
44 Yukon Wealth Management, Inc. Overland Park $467.4 million
45 Agh Wealth Advisors, LLC Wichita $456.3 million
46 Nova R Wealth, Inc. Overland Park $452.6 million
47 ETF Portfolio Partners, Inc. Leawood $431.1 million
48 Market Investment Group, LLC Wichita $416.4 million
49 Legacy Investment Partners, LLC Overland Park $403.1 million
50 MN Wealth Advisors, LLC Overland Park $394.2 million
51 S&A Financial Services, Inc. Overland Park $392.3 million
52 One Advisory Partners, LLC Overland Park $369.5 million
53 Fortune Financial Advisors, LLC Overland Park $322.6 million
54 Windward Private Wealth Management Inc. Overland Park $309.6 million
55 Gentry Private Wealth Wichita $307.7 million
56 Retirement Portfolios, LLC Lawrence $290.0 million
57 Sound Stewardship, LLC Overland Park $284.6 million
58 Centerpoint Advisory Group, LLC Overland Park $276.3 million
59 Normandy Investment Advisors Leawood $273.4 million
60 Cornerstone Advisors Topeka $265.1 million
61 Viawealth, LLC Leawood $260.7 million
62 Storyone Family Office Overland Park $259.4 million
63 Dogwood Wealth Management, LLC Lenexa $257.2 million
64 Mokan Wealth Management Overland Park $250.3 million
65 Retirewise Tax and Wealth Advisors, Inc. Topeka $242.9 million
66 Everest Wealth Management Leawood $237.4 million
67 Rademacher Financial, Inc. Lawrence $234.3 million
68 The Perspective Group Lawrence $225.1 million
69 Insight Financial Services Overland Park $213.8 million
70 Cornerstone Securities LLC Overland Park $210.0 million
71 Schwarz Investment Partners Silver Lake $184.9 million
72 Freestate Advisors LLC Overland Park $181.8 million
73 Balanced Financial Planning, Inc. Overland Park $181.3 million
74 Collaborative Portfolio Management Overland Park $178.7 million
75 Glass Lakes Capital Management LLC Overland Park $178.3 million
76 SJHL Financial Group McPherson $174.5 million
77 Douglass Investment Group Wichita $173.6 million
78 Proactive Capital Management, Inc. Topeka $170.7 million
79 Novadius Wealth Management Overland Park $168.2 million
80 Curtis Capital Advisors Overland Park $165.5 million
81 RPR Financial Overland Park $162.1 million
82 Quantum Financial Partners LLC Overland Park $148.6 million
83 Davis Financial Management, Inc. Overland Park $144.6 million
84 RSG Investments LLC Overland Park $140.5 million
85 Pathway Financial Solutions, Inc. Salina $135.3 million
86 Berkeley Capital Management, LLC Ellsworth $128.5 million
87 Next Generation Investing, LLC Topeka $128.0 million
88 Konza Global Wealth Group Overland Park $125.2 million
89 Greenleaf Financial Network, LLC Leawood $123.7 million
90 Beyond Wealth Overland Park $122.5 million
91 Freedom Value Partners, LLC Lenexa $119.1 million
92 Overland Park Wealth Management LLC Overland Park $107.5 million
93 Heritage Financial Solutions, LLC Dodge City $103.1 million
94 Legacy Advisory Limited Company Overland Park $101.9 million
95 Aspen Wealth Management, Inc. Overland Park $83.4 million
96 Capital-E-Advisors Leawood $76.1 million
97 Yeisley Wealth Solutions, Inc. Wichita $75.3 million
98 Evp Capital Advisors, LLC Leawood $75.0 million
99 Allos Investment Advisors, LLC Overland Park $73.6 million
100 Wealth Management Consultants, LLC Lawrence $73.5 million

Showing the top 100. 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.