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AdvisorIQ

Ranking, Kansas

Independent RIAs with the most clients in Kansas

As of October 2, 2026, AE Wealth Management, LLC ranked #1 in Kansas in AdvisorIQ's ranking of independent RIAs with the most clients, with 128,083.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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.

Rank Firm City Most clients
1 AE Wealth Management, LLC Topeka 128,083
2 Creative Planning Overland Park 102,065
3 Mariner Overland Park 55,728
4 Creativeone Wealth, LLC Overland Park 22,353
5 Keating Financial Advisory Services Manhattan 5,320
6 Mariner Independent Overland Park 4,354
7 Triad Wealth Partners, LLC Lawrence 3,896
8 Mariner Overland Park 3,537
9 CGN Advisors, LLC Manhattan 2,320
10 Lexaurum Advisors Overland Park 2,282
11 Fortis Capital Advisors, LLC Prairie Village 2,178
12 PCG Wealth Management Overland Park 1,959
13 Adamsbrown Wealth Consultants LLC Wichita 1,943
14 Market Investment Group, LLC Wichita 1,814
15 Caliber Wealth Management, LLC Overland Park 1,668
16 Fas Wealth Partners, Inc. Leawood 1,656
17 United Capital Management of Kansas, Inc. Salina 1,655
18 S&A Financial Services, Inc. Overland Park 1,534
19 TFB Advisors, LLC Overland Park 1,355
20 Financial Partners Group, Inc. Overland Park 1,218
21 Carlson Financial Topeka 1,097
22 Keen Wealth Advisors Overland Park 1,018
23 Greenup Street Wealth Management LLC Overland Park 987
24 Wealth Alliance Advisory Group, LLC Wichita 982
25 Triune Financial Partners, LLC Overland Park 963
26 Midwest Financial Group LLC Overland Park 955
27 Cornerstone Securities LLC Overland Park 900
28 Prevail Innovative Wealth Advisors, LLC Leawood 822
29 Waterfront Wealth Inc. Overland Park 792
30 Clayton Wealth Partners Topeka 775
31 Schwarz Investment Partners Silver Lake 717
32 Legacy Financial Strategies, LLC Overland Park 703
33 Pinion Wealth Management, LLC Wichita 671
34 Mattern Wealth Management LLC Lawrence 613
35 MN Wealth Advisors, LLC Overland Park 571
36 RSG Investments LLC Overland Park 564
37 Canvas Wealth Advisors, LLC Shawnee 563
38 Endeavor Private Wealth, Inc. Topeka 537
39 Agh Wealth Advisors, LLC Wichita 512
40 Strategic Asset Management, LLC Belleville 480
41 Cornerstone Advisors Topeka 470
42 BG Wealth Advisory, LLC Mission 462
43 Kavar Capital Partners Leawood 457
44 Insight Financial Services Overland Park 445
45 ETF Portfolio Partners, Inc. Leawood 443
45 Yeisley Wealth Solutions, Inc. Wichita 443
47 Allos Investment Advisors, LLC Overland Park 410
48 Quantum Financial Partners LLC Overland Park 395
49 Aspyre Wealth Partners Overland Park 387
50 SJHL Financial Group McPherson 385
51 BCWM Overland Park 378
52 Berkeley Capital Management, LLC Ellsworth 370
53 Stewardright Wichita 363
54 Paragon Capital Management LLC Overland Park 350
55 Rademacher Financial, Inc. Lawrence 346
56 Stepp & Rothwell Inc Overland Park 340
57 Mitchell Capital Management Co Leawood 331
58 Nova R Wealth, Inc. Overland Park 323
59 One Advisory Partners, LLC Overland Park 314
60 Pathway Financial Solutions, Inc. Salina 309
61 Normandy Investment Advisors Leawood 308
62 Aspire Wealth Management Overland Park 302
63 The Perspective Group Lawrence 297
64 Retirewise Tax and Wealth Advisors, Inc. Topeka 294
65 Beyond Wealth Overland Park 292
66 Centerpoint Advisory Group, LLC Overland Park 290
67 Freestate Advisors LLC Overland Park 274
68 Proactive Capital Management, Inc. Topeka 272
69 Novadius Wealth Management Overland Park 270
70 Midwest Wealth Management Inc Topeka 266
71 Steffes Financial, Ltd Overland Park 265
71 Rca Wealth Strategies LLC Overland Park 265
73 Gentry Private Wealth Wichita 262
74 RPR Financial Overland Park 259
75 Next Generation Investing, LLC Topeka 245
75 Retirement Portfolios, LLC Lawrence 245
77 Windward Private Wealth Management Inc. Overland Park 244
78 Dogwood Wealth Management, LLC Lenexa 241
79 Mission Financial Planning, Inc. Mission 234
80 Balanced Financial Planning, Inc. Overland Park 231
81 Buellesfeld Financial Services, Inc. Wellington 229
82 Legacy Map Design, LLC Wichita 228
83 Legacy Investment Partners, LLC Overland Park 223
84 Fortune Financial Advisors, LLC Overland Park 206
85 Sound Stewardship, LLC Overland Park 200
85 Retirement Planning Specialists - Midwest, LLC Basehor 200
87 Searcy Financial Services, Inc. Overland Park 194
88 Greenleaf Financial Network, LLC Leawood 189
89 Proactive Planning Wealth Advisory Overland Park 187
90 Heritage Financial Solutions, LLC Dodge City 184
91 Collaborative Portfolio Management Overland Park 182
92 Heartland Wealth Strategies LLC Manhattan 174
93 Mokan Wealth Management Overland Park 173
94 Maciel Wealth Management Overland Park 170
95 Clearpath Wealth Management, L.C. Overland Park 165
96 Launch Wealth Hays 164
97 Tax Advantage Advisors, Inc. Overland Park 154
98 Legacy Advisory Limited Company Overland Park 151
99 Insight Investment Advisers LLC Leawood 145
100 Boulder Investment Group Overland Park 144

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

More rankings

Most clients 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.