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Ranking, Kansas

Independent RIAs with the most accounts in Kansas

As of October 2, 2026, Creative Planning ranked #1 in Kansas in AdvisorIQ's ranking of independent RIAs with the most accounts, with 320,323.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Kansas
Rank Firm City Most accounts
1 Creative Planning Overland Park 320,323
2 AE Wealth Management, LLC Topeka 282,995
3 Mariner Overland Park 186,791
4 Creativeone Wealth, LLC Overland Park 35,425
5 Mariner Independent Overland Park 14,426
6 Triad Wealth Partners, LLC Lawrence 8,187
7 Keating Financial Advisory Services Manhattan 6,516
8 Mariner Overland Park 6,147
9 Caliber Wealth Management, LLC Overland Park 5,992
10 Lexaurum Advisors Overland Park 5,599
11 Fas Wealth Partners, Inc. Leawood 5,110
12 Adamsbrown Wealth Consultants LLC Wichita 5,018
13 PCG Wealth Management Overland Park 4,710
14 Fortis Capital Advisors, LLC Prairie Village 4,475
15 CGN Advisors, LLC Manhattan 4,023
16 Market Investment Group, LLC Wichita 3,850
17 United Capital Management of Kansas, Inc. Salina 3,738
18 Financial Partners Group, Inc. Overland Park 3,587
19 Waterfront Wealth Inc. Overland Park 3,224
20 Canvas Wealth Advisors, LLC Shawnee 3,033
21 Greenup Street Wealth Management LLC Overland Park 2,943
22 Keen Wealth Advisors Overland Park 2,916
23 TFB Advisors, LLC Overland Park 2,832
24 Triune Financial Partners, LLC Overland Park 2,584
25 Stepp & Rothwell Inc Overland Park 2,283
26 Midwest Financial Group LLC Overland Park 2,222
27 Prevail Innovative Wealth Advisors, LLC Leawood 2,149
28 Endeavor Private Wealth, Inc. Topeka 2,138
29 Legacy Financial Strategies, LLC Overland Park 2,090
30 S&A Financial Services, Inc. Overland Park 1,884
31 Clayton Wealth Partners Topeka 1,876
32 Searcy Financial Services, Inc. Overland Park 1,874
33 Pinion Wealth Management, LLC Wichita 1,599
34 Aspyre Wealth Partners Overland Park 1,559
35 Mattern Wealth Management LLC Lawrence 1,412
36 Cornerstone Securities LLC Overland Park 1,246
37 Rademacher Financial, Inc. Lawrence 1,184
38 MN Wealth Advisors, LLC Overland Park 1,173
39 Cornerstone Advisors Topeka 1,139
40 RSG Investments LLC Overland Park 1,132
41 Carlson Financial Topeka 1,097
42 Sound Stewardship, LLC Overland Park 1,089
43 Wealth Alliance Advisory Group, LLC Wichita 982
44 Retirewise Tax and Wealth Advisors, Inc. Topeka 979
45 Nova R Wealth, Inc. Overland Park 962
46 Windward Private Wealth Management Inc. Overland Park 949
47 SJHL Financial Group McPherson 948
48 Schwarz Investment Partners Silver Lake 913
49 Insight Financial Services Overland Park 905
50 Mitchell Capital Management Co Leawood 876
51 Yeisley Wealth Solutions, Inc. Wichita 861
52 Dogwood Wealth Management, LLC Lenexa 839
53 Gentry Private Wealth Wichita 800
54 Allos Investment Advisors, LLC Overland Park 788
55 Paragon Capital Management LLC Overland Park 785
56 Berkeley Capital Management, LLC Ellsworth 767
57 Pathway Financial Solutions, Inc. Salina 730
58 Normandy Investment Advisors Leawood 729
58 Storyone Family Office Overland Park 729
60 Mokan Wealth Management Overland Park 704
61 Steffes Financial, Ltd Overland Park 652
62 Rca Wealth Strategies LLC Overland Park 644
63 Novadius Wealth Management Overland Park 636
64 Freestate Advisors LLC Overland Park 635
64 RPR Financial Overland Park 635
66 Centerpoint Advisory Group, LLC Overland Park 613
67 Fortune Financial Advisors, LLC Overland Park 610
67 Proactive Capital Management, Inc. Topeka 610
69 Douglass Investment Group Wichita 600
70 Stewardright Wichita 557
71 The Perspective Group Lawrence 554
72 Insight Investment Advisers LLC Leawood 537
73 Quantum Financial Partners LLC Overland Park 534
74 Sunesis Advisors, LLC Overland Park 527
75 Launch Wealth Hays 525
76 Collaborative Portfolio Management Overland Park 519
77 Beyond Wealth Overland Park 491
78 Agh Wealth Advisors, LLC Wichita 489
79 Legacy Advisory Limited Company Overland Park 447
80 ETF Portfolio Partners, Inc. Leawood 429
81 World Class Unlimited, Inc. Overland Park 419
81 Kavar Capital Partners Leawood 419
83 Legacy Investment Partners, LLC Overland Park 415
84 Aspire Wealth Management Overland Park 398
85 Heritage Financial Solutions, LLC Dodge City 379
86 BCWM Overland Park 378
87 Tax Advantage Advisors, Inc. Overland Park 368
88 Glass Lakes Capital Management LLC Overland Park 360
89 Viawealth, LLC Leawood 356
90 Yukon Wealth Management, Inc. Overland Park 355
91 Everest Wealth Management Leawood 354
92 Harper Financial Strategies, LLC Lawrence 330
93 Greenleaf Financial Network, LLC Leawood 329
94 Aspen Wealth Management, Inc. Overland Park 323
94 Overland Park Wealth Management LLC Overland Park 323
96 One Advisory Partners, LLC Overland Park 316
97 Boulder Investment Group Overland Park 311
97 North Fork Financial, LLC Hutchinson 311
99 Buellesfeld Financial Services, Inc. Wellington 310
100 Capital-E-Advisors Leawood 295

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most accounts 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.