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For asset managers

Ranking, Kansas

Newest independent RIAs in Kansas

As of October 2, 2026, Glass Lakes Capital Management LLC ranked #1 in Kansas in AdvisorIQ's ranking of newest independent RIAs, with $178.3 million.

Include wirehouses and broker-dealer firms

Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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.

Newest independent RIAs in Kansas
Rank Firm City Amount
1 Glass Lakes Capital Management LLC Overland Park $178.3 million
2 Quantum Financial Partners LLC Overland Park $148.6 million
3 Pathway Financial Solutions, Inc. Salina $135.3 million
4 Greenleaf Financial Network, LLC Leawood $123.7 million
5 Beyond Wealth Overland Park $122.5 million
6 Freedom Value Partners, LLC Lenexa $119.1 million
7 Legacy Map Design, LLC Wichita $6.2 million
8 1316 Capital LLC Overland Park $2
8 Fortino Wealth Management, LLC Overland Park $2
10 Paredes Capital LLC Lenexa $0
10 Buffalo Run Wealth Advisors LLC Mission $0
10 Abundance Wealth Management Manhattan $0
10 Titan Wealth Advisory, LLC Mission $0
10 Sga Wealth Advisors LLC Manhattan $0
10 Latticework Investment Management Overland Park $0
10 Tartan Financial Group, LLC Andover $0
10 Enlightnu Wealth LLC Overland Park $0
10 Critical Capital LLC Leawood $0
10 Baumont Capital LLC Wichita $0
10 Prairie View Financial LLC Montezuma $0
10 Unclipped Capital LLC Overland Park $0

21 firms ranked. Figures are as firms reported them on Form ADV.

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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.