Ranking, Kansas

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

As of October 2, 2026, Creative Planning ranked #1 in Kansas in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 39,511.

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

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.

Wealth firms with the most high net worth clients, including broker-dealer firms in Kansas
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	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	2,202
5	Creativeone Wealth, LLC	Overland Park	1,738
6	Mariner Independent	Overland Park	1,575
7	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	1,488
8	Fas Wealth Partners, Inc.	Leawood	607
9	Triad Wealth Partners, LLC	Lawrence	515
10	Caliber Wealth Management, LLC	Overland Park	506
11	CGN Advisors, LLC	Manhattan	493
12	Keen Wealth Advisors	Overland Park	404
13	Financial Partners Group, Inc.	Overland Park	373
14	Fortis Capital Advisors, LLC	Prairie Village	363
15	Triune Financial Partners, LLC	Overland Park	351
16	Lexaurum Advisors	Overland Park	331
17	United Capital Management of Kansas, Inc.	Salina	316
18	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	310
19	Legacy Financial Strategies, LLC	Overland Park	304
20	Greenup Street Wealth Management LLC	Overland Park	290
21	Stepp & Rothwell Inc	Overland Park	274
22	Waterfront Wealth Inc.	Overland Park	265
23	Adamsbrown Wealth Consultants LLC	Wichita	264
24	Keating Financial Advisory Services	Manhattan	235
25	PCG Wealth Management	Overland Park	233
26	Kavar Capital Partners	Leawood	230
27	Wealth Alliance Advisory Group, LLC	Wichita	223
28	Canvas Wealth Advisors, LLC	Shawnee	222
29	Agh Wealth Advisors, LLC	Wichita	220
30	Paragon Capital Management LLC	Overland Park	216
31	Midwest Financial Group LLC	Overland Park	204
32	BCWM	Overland Park	191
33	Carlson Financial	Topeka	173
34	Endeavor Private Wealth, Inc.	Topeka	172
35	TFB Advisors, LLC	Overland Park	170
36	Prevail Innovative Wealth Advisors, LLC	Leawood	162
37	Aspyre Wealth Partners	Overland Park	157
38	Pinion Wealth Management, LLC	Wichita	146
39	Mitchell Capital Management Co	Leawood	140
40	Insight Financial Services	Overland Park	130
41	Sound Stewardship, LLC	Overland Park	129
42	Mattern Wealth Management LLC	Lawrence	127
43	Next Generation Investing, LLC	Topeka	115
44	Nova R Wealth, Inc.	Overland Park	113
45	VZD Capital Management LLC	Lenexa	112
45	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	112
45	MN Wealth Advisors, LLC	Overland Park	112
48	Clayton Wealth Partners	Topeka	110
49	ETF Portfolio Partners, Inc.	Leawood	107
50	The Perspective Group	Lawrence	105
51	Searcy Financial Services, Inc.	Overland Park	104
52	One Advisory Partners, LLC	Overland Park	101
53	Cornerstone Advisors	Topeka	100
54	Windward Private Wealth Management Inc.	Overland Park	97
54	Centerpoint Advisory Group, LLC	Overland Park	97
56	Mokan Wealth Management	Overland Park	93
57	Steffes Financial, Ltd	Overland Park	92
58	Retirement Portfolios, LLC	Lawrence	90
59	Glass Lakes Capital Management LLC	Overland Park	89
60	Cornerstone Securities LLC	Overland Park	88
60	Gentry Private Wealth	Wichita	88
62	Dogwood Wealth Management, LLC	Lenexa	87
63	S&A Financial Services, Inc.	Overland Park	84
63	Fortune Financial Advisors, LLC	Overland Park	84
65	Freestate Advisors LLC	Overland Park	83
66	Retirewise Tax and Wealth Advisors, Inc.	Topeka	79
67	Mission Financial Planning, Inc.	Mission	76
68	Legacy Investment Partners, LLC	Overland Park	72
68	Normandy Investment Advisors	Leawood	72
70	Collaborative Portfolio Management	Overland Park	68
71	Redstone Advisors Inc	Wichita	66
72	Market Investment Group, LLC	Wichita	62
73	Heartland Wealth Strategies LLC	Manhattan	59
74	Balanced Financial Planning, Inc.	Overland Park	58
75	Douglass Investment Group	Wichita	55
76	Davis Financial Management, Inc.	Overland Park	51
76	Storyone Family Office	Overland Park	51
78	Viawealth, LLC	Leawood	49
79	SJHL Financial Group	McPherson	48
79	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	48
81	Mariner	Overland Park	46
82	Rademacher Financial, Inc.	Lawrence	44
83	Longview Advisors, LLC	Newton	43
84	Quantum Financial Partners LLC	Overland Park	42
84	Capital-E-Advisors	Leawood	42
86	Yukon Wealth Management, Inc.	Overland Park	41
86	Proactive Capital Management, Inc.	Topeka	41
88	Novadius Wealth Management	Overland Park	39
88	Greenleaf Financial Network, LLC	Leawood	39
90	Trinity Capital Management, LLC	Overland Park	38
90	RPR Financial	Overland Park	38
92	Overland Park Wealth Management LLC	Overland Park	37
92	Roadmap Wealth Management LLC	Overland Park	37
94	Boulder Investment Group	Overland Park	35
94	Index Wealth Advisors, LLC	Overland Park	35
94	Stewardright	Wichita	35
97	Insight Investment Advisers LLC	Leawood	34
98	Aspen Wealth Management, Inc.	Overland Park	33
98	Konza Global Wealth Group	Overland Park	33
98	Pathway Financial Solutions, Inc.	Salina	33

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.