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Ranking, Kansas

Wealth firms with the most clients, including broker-dealer firms in Kansas

As of October 2, 2026, AE Wealth Management, LLC ranked #1 in Kansas in AdvisorIQ's ranking of wealth firms with the most clients, including broker-dealer firms, with 128,083.

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

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.

Wealth firms with the most clients, including broker-dealer firms in Kansas
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 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 16,450
6 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 12,499
7 Keating Financial Advisory Services Manhattan 5,320
8 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 4,849
9 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 4,724
10 Mariner Independent Overland Park 4,354
11 Triad Wealth Partners, LLC Lawrence 3,896
12 Mariner Overland Park 3,537
13 CGN Advisors, LLC Manhattan 2,320
14 Lexaurum Advisors Overland Park 2,282
15 Fortis Capital Advisors, LLC Prairie Village 2,178
16 PCG Wealth Management Overland Park 1,959
17 Adamsbrown Wealth Consultants LLC Wichita 1,943
18 Market Investment Group, LLC Wichita 1,814
19 Caliber Wealth Management, LLC Overland Park 1,668
20 Fas Wealth Partners, Inc. Leawood 1,656
21 United Capital Management of Kansas, Inc. Salina 1,655
22 S&A Financial Services, Inc. Overland Park 1,534
23 TFB Advisors, LLC Overland Park 1,355
24 Financial Partners Group, Inc. Overland Park 1,218
25 Carlson Financial Topeka 1,097
26 Keen Wealth Advisors Overland Park 1,018
27 Greenup Street Wealth Management LLC Overland Park 987
28 Wealth Alliance Advisory Group, LLC Wichita 982
29 Triune Financial Partners, LLC Overland Park 963
30 Midwest Financial Group LLC Overland Park 955
31 Cornerstone Securities LLC Overland Park 900
32 Ofg Financial Services, Inc. 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. Topeka 856
33 Prevail Innovative Wealth Advisors, LLC Leawood 822
34 Waterfront Wealth Inc. Overland Park 792
35 Clayton Wealth Partners Topeka 775
36 Schwarz Investment Partners Silver Lake 717
37 Legacy Financial Strategies, LLC Overland Park 703
38 Pinion Wealth Management, LLC Wichita 671
39 Mattern Wealth Management LLC Lawrence 613
40 MN Wealth Advisors, LLC Overland Park 571
41 RSG Investments LLC Overland Park 564
42 Canvas Wealth Advisors, LLC Shawnee 563
43 Endeavor Private Wealth, Inc. Topeka 537
44 Agh Wealth Advisors, LLC Wichita 512
45 Strategic Asset Management, LLC Belleville 480
46 Cornerstone Advisors Topeka 470
47 Cabin Advisors, 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 464
48 BG Wealth Advisory, LLC Mission 462
49 Kavar Capital Partners Leawood 457
50 Insight Financial Services Overland Park 445
51 ETF Portfolio Partners, Inc. Leawood 443
51 Yeisley Wealth Solutions, Inc. Wichita 443
53 Allos Investment Advisors, LLC Overland Park 410
54 Quantum Financial Partners LLC Overland Park 395
55 Aspyre Wealth Partners Overland Park 387
56 SJHL Financial Group McPherson 385
57 BCWM Overland Park 378
58 Berkeley Capital Management, LLC Ellsworth 370
59 Stewardright Wichita 363
60 Paragon Capital Management LLC Overland Park 350
61 Rademacher Financial, Inc. Lawrence 346
62 Stepp & Rothwell Inc Overland Park 340
63 Mitchell Capital Management Co Leawood 331
64 Nova R Wealth, Inc. Overland Park 323
65 One Advisory Partners, LLC Overland Park 314
66 Pathway Financial Solutions, Inc. Salina 309
67 Normandy Investment Advisors Leawood 308
68 Aspire Wealth Management Overland Park 302
69 The Perspective Group Lawrence 297
70 Retirewise Tax and Wealth Advisors, Inc. Topeka 294
71 Beyond Wealth Overland Park 292
72 Centerpoint Advisory Group, LLC Overland Park 290
73 Freestate Advisors LLC Overland Park 274
74 Proactive Capital Management, Inc. Topeka 272
75 Novadius Wealth Management Overland Park 270
76 Midwest Wealth Management Inc Topeka 266
77 Steffes Financial, Ltd Overland Park 265
77 Rca Wealth Strategies LLC Overland Park 265
79 Gentry Private Wealth Wichita 262
80 RPR Financial Overland Park 259
81 Next Generation Investing, LLC Topeka 245
81 Retirement Portfolios, LLC Lawrence 245
83 Windward Private Wealth Management Inc. Overland Park 244
84 Dogwood Wealth Management, LLC Lenexa 241
85 Generations Wealth Design 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. Topeka 239
86 Mission Financial Planning, Inc. Mission 234
87 Balanced Financial Planning, Inc. Overland Park 231
88 Buellesfeld Financial Services, Inc. Wellington 229
89 Legacy Map Design, LLC Wichita 228
90 TC Advisors Ltd. 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. Salina 227
91 Legacy Investment Partners, LLC Overland Park 223
92 Fortune Financial Advisors, LLC Overland Park 206
93 Sound Stewardship, LLC Overland Park 200
93 Retirement Planning Specialists - Midwest, LLC Basehor 200
95 Searcy Financial Services, Inc. Overland Park 194
96 Greenleaf Financial Network, LLC Leawood 189
97 Proactive Planning Wealth Advisory Overland Park 187
98 Chief Advisors Corp 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. Salina 185
99 Heritage Financial Solutions, LLC Dodge City 184
100 Collaborative Portfolio Management Overland Park 182

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.