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AdvisorIQ

Ranking, Kansas

Independent RIAs with the most high net worth clients in Kansas

As of October 2, 2026, Creative Planning ranked #1 in Kansas in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 39,511.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) 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.

Rank Firm City Most high net worth clients
1 Creative Planning Overland Park 39,511
2 Mariner Overland Park 22,322
3 AE Wealth Management, LLC Topeka 9,444
4 Creativeone Wealth, LLC Overland Park 1,738
5 Mariner Independent Overland Park 1,575
6 Fas Wealth Partners, Inc. Leawood 607
7 Triad Wealth Partners, LLC Lawrence 515
8 Caliber Wealth Management, LLC Overland Park 506
9 CGN Advisors, LLC Manhattan 493
10 Keen Wealth Advisors Overland Park 404
11 Financial Partners Group, Inc. Overland Park 373
12 Fortis Capital Advisors, LLC Prairie Village 363
13 Triune Financial Partners, LLC Overland Park 351
14 Lexaurum Advisors Overland Park 331
15 United Capital Management of Kansas, Inc. Salina 316
16 Legacy Financial Strategies, LLC Overland Park 304
17 Greenup Street Wealth Management LLC Overland Park 290
18 Stepp & Rothwell Inc Overland Park 274
19 Waterfront Wealth Inc. Overland Park 265
20 Adamsbrown Wealth Consultants LLC Wichita 264
21 Keating Financial Advisory Services Manhattan 235
22 PCG Wealth Management Overland Park 233
23 Kavar Capital Partners Leawood 230
24 Wealth Alliance Advisory Group, LLC Wichita 223
25 Canvas Wealth Advisors, LLC Shawnee 222
26 Agh Wealth Advisors, LLC Wichita 220
27 Paragon Capital Management LLC Overland Park 216
28 Midwest Financial Group LLC Overland Park 204
29 BCWM Overland Park 191
30 Carlson Financial Topeka 173
31 Endeavor Private Wealth, Inc. Topeka 172
32 TFB Advisors, LLC Overland Park 170
33 Prevail Innovative Wealth Advisors, LLC Leawood 162
34 Aspyre Wealth Partners Overland Park 157
35 Pinion Wealth Management, LLC Wichita 146
36 Mitchell Capital Management Co Leawood 140
37 Insight Financial Services Overland Park 130
38 Sound Stewardship, LLC Overland Park 129
39 Mattern Wealth Management LLC Lawrence 127
40 Next Generation Investing, LLC Topeka 115
41 Nova R Wealth, Inc. Overland Park 113
42 VZD Capital Management LLC Lenexa 112
42 MN Wealth Advisors, LLC Overland Park 112
44 Clayton Wealth Partners Topeka 110
45 ETF Portfolio Partners, Inc. Leawood 107
46 The Perspective Group Lawrence 105
47 Searcy Financial Services, Inc. Overland Park 104
48 One Advisory Partners, LLC Overland Park 101
49 Cornerstone Advisors Topeka 100
50 Windward Private Wealth Management Inc. Overland Park 97
50 Centerpoint Advisory Group, LLC Overland Park 97
52 Mokan Wealth Management Overland Park 93
53 Steffes Financial, Ltd Overland Park 92
54 Retirement Portfolios, LLC Lawrence 90
55 Glass Lakes Capital Management LLC Overland Park 89
56 Cornerstone Securities LLC Overland Park 88
56 Gentry Private Wealth Wichita 88
58 Dogwood Wealth Management, LLC Lenexa 87
59 S&A Financial Services, Inc. Overland Park 84
59 Fortune Financial Advisors, LLC Overland Park 84
61 Freestate Advisors LLC Overland Park 83
62 Retirewise Tax and Wealth Advisors, Inc. Topeka 79
63 Mission Financial Planning, Inc. Mission 76
64 Legacy Investment Partners, LLC Overland Park 72
64 Normandy Investment Advisors Leawood 72
66 Collaborative Portfolio Management Overland Park 68
67 Redstone Advisors Inc Wichita 66
68 Market Investment Group, LLC Wichita 62
69 Heartland Wealth Strategies LLC Manhattan 59
70 Balanced Financial Planning, Inc. Overland Park 58
71 Douglass Investment Group Wichita 55
72 Davis Financial Management, Inc. Overland Park 51
72 Storyone Family Office Overland Park 51
74 Viawealth, LLC Leawood 49
75 SJHL Financial Group McPherson 48
76 Mariner Overland Park 46
77 Rademacher Financial, Inc. Lawrence 44
78 Longview Advisors, LLC Newton 43
79 Quantum Financial Partners LLC Overland Park 42
79 Capital-E-Advisors Leawood 42
81 Yukon Wealth Management, Inc. Overland Park 41
81 Proactive Capital Management, Inc. Topeka 41
83 Novadius Wealth Management Overland Park 39
83 Greenleaf Financial Network, LLC Leawood 39
85 Trinity Capital Management, LLC Overland Park 38
85 RPR Financial Overland Park 38
87 Overland Park Wealth Management LLC Overland Park 37
87 Roadmap Wealth Management LLC Overland Park 37
89 Boulder Investment Group Overland Park 35
89 Index Wealth Advisors, LLC Overland Park 35
89 Stewardright Wichita 35
92 Insight Investment Advisers LLC Leawood 34
93 Aspen Wealth Management, Inc. Overland Park 33
93 Konza Global Wealth Group Overland Park 33
93 Pathway Financial Solutions, Inc. Salina 33
96 Berkeley Capital Management, LLC Ellsworth 32
97 Clearpath Wealth Management, L.C. Overland Park 31
97 Beyond Wealth Overland Park 31
99 Chladek Wealth Management, LLC Lenexa 29
100 Wealth Management Consultants, LLC Lawrence 27

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

More rankings

Most high net worth 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.