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Independent RIAs in Kansas

As of October 2, 2026, 220 independent wealth management RIAs based in Kansas reported $542.1 billion in regulatory assets under management; the largest by assets was Creative Planning, with $295.6 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
220
SEC-registered
92
State-registered
128
Regulatory assets under management
$542.1 billion
Client accounts
996,644
Median firm size
$73.6 million
Broker-dealer affiliated firms, not included
15, with $17.5 billion

Kansas has not adopted IAR continuing education. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in Kansas.

Top firms in Kansas

Largest independent RIAs by assets under management

Rank Firm City RAUM
1 Creative Planning Overland Park $295.6 billion
2 Mariner Overland Park $125.4 billion
3 AE Wealth Management, LLC Topeka $49.8 billion
4 Mariner Independent Overland Park $7.3 billion
5 Creativeone Wealth, LLC Overland Park $6.3 billion
6 Fas Wealth Partners, Inc. Leawood $3.8 billion
7 Mariner Overland Park $2.8 billion
8 Caliber Wealth Management, LLC Overland Park $1.8 billion
9 Fortis Capital Advisors, LLC Prairie Village $1.6 billion
10 CGN Advisors, LLC Manhattan $1.6 billion

Top 100 in Kansas

Fastest-growing independent RIAs over one year

Rank Firm City Growth Starting value
1 Triad Wealth Partners, LLC Lawrence 259.2% $425.0 million
2 Market Investment Group, LLC Wichita 230.1% $126.1 million
3 Normandy Investment Advisors Leawood 92.5% $142.0 million
4 Retirement Portfolios, LLC Lawrence 89.5% $153.0 million
5 Storyone Family Office Overland Park 80.8% $143.5 million
6 Endeavor Private Wealth, Inc. Topeka 68.7% $352.8 million
7 Fortune Financial Advisors, LLC Overland Park 59.4% $202.4 million
8 One Advisory Partners, LLC Overland Park 51.9% $243.3 million
9 Caliber Wealth Management, LLC Overland Park 50.9% $1.2 billion
10 Mokan Wealth Management Overland Park 43.3% $174.7 million

Top 100 in Kansas

Fastest-growing independent RIAs over three years

Rank Firm City Growth Starting value
1 Fortis Capital Advisors, LLC Prairie Village 87.4% $245.3 million
2 Keating Financial Advisory Services Manhattan 74.8% $271.6 million
3 Prevail Innovative Wealth Advisors, LLC Leawood 52.3% $263.7 million
4 Agh Wealth Advisors, LLC Wichita 47.9% $141.1 million
5 United Capital Management of Kansas, Inc. Salina 42.7% $304.6 million
6 TFB Advisors, LLC Overland Park 39.7% $308.3 million
7 Normandy Investment Advisors Leawood 37.9% $104.2 million
8 AE Wealth Management, LLC Topeka 37.3% $19.2 billion
9 Pinion Wealth Management, LLC Wichita 36.8% $326.6 million
10 Centerpoint Advisory Group, LLC Overland Park 35.8% $110.3 million

Top 100 in Kansas

Fastest-growing independent RIAs over five years

Rank Firm City Growth Starting value
1 Greenup Street Wealth Management LLC Overland Park 45.6% $137.4 million
2 AE Wealth Management, LLC Topeka 31.6% $12.6 billion
3 Pinion Wealth Management, LLC Wichita 30.9% $217.5 million
4 Adamsbrown Wealth Consultants LLC Wichita 29.9% $302.8 million
5 Mariner Overland Park 29.1% $35.0 billion
6 CGN Advisors, LLC Manhattan 28.0% $466.1 million
7 Agh Wealth Advisors, LLC Wichita 27.2% $137.0 million
8 Creative Planning Overland Park 26.8% $90.0 billion
9 Creativeone Wealth, LLC Overland Park 26.0% $2.0 billion
10 Canvas Wealth Advisors, LLC Shawnee 25.9% $293.9 million

Top 100 in Kansas

Independent RIAs with the biggest asset gains over one year

Rank Firm City Increase
1 Creative Planning Overland Park $78.2 billion
2 Mariner Overland Park $26.8 billion
3 AE Wealth Management, LLC Topeka $12.3 billion
4 Mariner Independent Overland Park $1.7 billion
5 Creativeone Wealth, LLC Overland Park $1.4 billion
6 Keating Financial Advisory Services Manhattan $1.1 billion
7 Triad Wealth Partners, LLC Lawrence $1.1 billion
8 Fas Wealth Partners, Inc. Leawood $690.6 million
9 Caliber Wealth Management, LLC Overland Park $594.9 million
10 Mariner Overland Park $417.4 million

Top 100 in Kansas

Independent RIAs with the most clients

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

Top 100 in Kansas

Independent RIAs with the fastest client growth over one year

Rank Firm City Growth Starting value
1 Triad Wealth Partners, LLC Lawrence 182.3% 1,380
2 Market Investment Group, LLC Wichita 175.7% 658
3 Mariner Independent Overland Park 40.4% 3,101
4 Endeavor Private Wealth, Inc. Topeka 39.8% 384
5 One Advisory Partners, LLC Overland Park 30.3% 241
6 Greenup Street Wealth Management LLC Overland Park 29.4% 763
7 Storyone Family Office Overland Park 29.0% 107
8 Caliber Wealth Management, LLC Overland Park 26.7% 1,316
9 Collaborative Portfolio Management Overland Park 25.5% 145
10 Mariner Overland Park 24.6% 44,733

Top 100 in Kansas

Independent RIAs with the most accounts

Rank Firm City Most accounts
1 Creative Planning Overland Park 320,323
2 AE Wealth Management, LLC Topeka 282,995
3 Mariner Overland Park 186,791
4 Creativeone Wealth, LLC Overland Park 35,425
5 Mariner Independent Overland Park 14,426
6 Triad Wealth Partners, LLC Lawrence 8,187
7 Keating Financial Advisory Services Manhattan 6,516
8 Mariner Overland Park 6,147
9 Caliber Wealth Management, LLC Overland Park 5,992
10 Lexaurum Advisors Overland Park 5,599

Top 100 in Kansas

Independent RIAs with the most advisory staff

Rank Firm City Most advisory staff
1 Creative Planning Overland Park 1,538
2 Mariner Overland Park 933
3 AE Wealth Management, LLC Topeka 448
4 Creativeone Wealth, LLC Overland Park 203
5 Mariner Independent Overland Park 106
6 Fortis Capital Advisors, LLC Prairie Village 57
7 CGN Advisors, LLC Manhattan 37
8 Triad Wealth Partners, LLC Lawrence 33
9 Lexaurum Advisors Overland Park 31
9 Prevail Innovative Wealth Advisors, LLC Leawood 31

Top 100 in Kansas

Independent RIAs with the most high net worth clients

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

Top 100 in Kansas

Independent RIAs with the most CFP professionals

Rank Firm City Most CFP professionals
1 Creative Planning Overland Park 658
2 Mariner Overland Park 456
3 Mariner Independent Overland Park 58
4 AE Wealth Management, LLC Topeka 48
5 CGN Advisors, LLC Manhattan 35
6 Creativeone Wealth, LLC Overland Park 17
7 Fas Wealth Partners, Inc. Leawood 15
8 Fortis Capital Advisors, LLC Prairie Village 13
9 Keen Wealth Advisors Overland Park 12
10 Keating Financial Advisory Services Manhattan 11

Top 100 in Kansas

Newest independent RIAs

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

Top 100 in Kansas

Over time

From the SEC's yearly files: SEC-registered independent RIAs based in Kansas, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
025507510020182020202120232024202692October 1, 2018: 66October 1, 2019: 65October 1, 2020: 68October 4, 2021: 76October 3, 2022: 80October 5, 2023: 80October 1, 2024: 90September 2, 2025: 90October 2, 2026: 92
Data table
As ofFirms
October 1, 201866
October 1, 201965
October 1, 202068
October 4, 202176
October 3, 202280
October 5, 202380
October 1, 202490
September 2, 202590
October 2, 202692
Regulatory assets under managementSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$200B$400B$600B201820202021202320242026$539BOctober 1, 2018: $68.6 billionOctober 1, 2019: $91.5 billionOctober 1, 2020: $112.1 billionOctober 4, 2021: $166.4 billionOctober 3, 2022: $249.3 billionOctober 5, 2023: $281.4 billionOctober 1, 2024: $331.3 billionSeptember 2, 2025: $416.4 billionOctober 2, 2026: $538.8 billion
Data table
As ofRegulatory assets under management
October 1, 2018$68.6 billion
October 1, 2019$91.5 billion
October 1, 2020$112.1 billion
October 4, 2021$166.4 billion
October 3, 2022$249.3 billion
October 5, 2023$281.4 billion
October 1, 2024$331.3 billion
September 2, 2025$416.4 billion
October 2, 2026$538.8 billion
Client accountsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
0250K500K750K1M201820202021202320242026981KOctober 1, 2018: 214,699October 1, 2019: 264,101October 1, 2020: 328,367October 4, 2021: 400,508October 3, 2022: 510,899October 5, 2023: 635,235October 1, 2024: 786,927September 2, 2025: 709,238October 2, 2026: 981,441
Data table
As ofClient accounts
October 1, 2018214,699
October 1, 2019264,101
October 1, 2020328,367
October 4, 2021400,508
October 3, 2022510,899
October 5, 2023635,235
October 1, 2024786,927
September 2, 2025709,238
October 2, 2026981,441
Median firm size (RAUM)SEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$200M$400M$600M201820202021202320242026$442MOctober 1, 2018: $266.9 millionOctober 1, 2019: $270.0 millionOctober 1, 2020: $313.8 millionOctober 4, 2021: $302.8 millionOctober 3, 2022: $364.5 millionOctober 5, 2023: $334.4 millionOctober 1, 2024: $384.9 millionSeptember 2, 2025: $418.5 millionOctober 2, 2026: $441.9 million
Data table
As ofMedian firm size (RAUM)
October 1, 2018$266.9 million
October 1, 2019$270.0 million
October 1, 2020$313.8 million
October 4, 2021$302.8 million
October 3, 2022$364.5 million
October 5, 2023$334.4 million
October 1, 2024$384.9 million
September 2, 2025$418.5 million
October 2, 2026$441.9 million

The market in Kansas now

Headline figures

MeasureIndependent RIAsSEC-registeredState-registered
Firms22092128
Regulatory assets under management$542.1 billion$538.8 billion$3.2 billion
Accounts996,644981,44115,203
Clients384,663374,9259,738
Employees5,9315,712219
Advisory employees4,1974,018179
Investment adviser representatives3,9783,794184
Median RAUM$73.6 million$441.9 million$22.6 million
Average RAUM$2.8 billion$5.9 billion$30.9 million

Firms by size

Advisers grouped by regulatory assets under management.

MeasureIndependent RIAsSEC-registeredState-registered
Firms under $100 million1031102
RAUM of firms under $100 million$3.0 billion$73.6 million$2.9 billion
Firms $100 million to $250 million30273
RAUM of firms $100 million to $250 million$4.9 billion$4.6 billion$312.5 million
Firms $250 million to $500 million22220
RAUM of firms $250 million to $500 million$7.6 billion$7.6 billion$0
Firms $500 million to $1 billion21210
RAUM of firms $500 million to $1 billion$16.1 billion$16.1 billion$0
Firms $1 billion to $5 billion16160
RAUM of firms $1 billion to $5 billion$26.1 billion$26.1 billion$0
Firms $5 billion to $10 billion220
RAUM of firms $5 billion to $10 billion$13.6 billion$13.6 billion$0
Firms $10 billion and up330
RAUM of firms $10 billion and up$470.8 billion$470.8 billion$0

Concentration

How much of the market the largest advisers hold.

Concentration: independent RIAsAs of October 2, 2026.
Top 10 share of RAUM 91.5%
Top 100 share of RAUM 99.5%
MeasureIndependent RIAsSEC-registeredState-registered
Top 10 share of RAUM91.5%92.0%25.9%
Top 100 share of RAUM99.5%No data99.9%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: independent RIAsAs of October 2, 2026.
Charge a percentage of assets 93.6%
Charge hourly fees 52.3%
Charge subscription fees 0.5%
Charge fixed fees 64.1%
Receive commissions 2.7%
Charge performance-based fees 3.6%
Other compensation 12.7%
MeasureIndependent RIAsSEC-registeredState-registered
Charge a percentage of assets93.6%98.9%89.8%
Charge hourly fees52.3%57.6%48.4%
Charge subscription fees0.5%1.1%0.0%
Charge fixed fees64.1%77.2%54.7%
Receive commissions2.7%4.3%1.6%
Charge performance-based fees3.6%3.3%3.9%
Other compensation12.7%12.0%13.3%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

MeasureIndependent RIAsSEC-registeredState-registered
Have custody35.5%59.8%18.0%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

MeasureIndependent RIAsSEC-registeredState-registered
Broker-dealer affiliated4.1%8.7%0.8%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

MeasureIndependent RIAsSEC-registeredState-registered
New registrations21615
SuccessionsNo data0No data

Other measures

MeasureIndependent RIAsSEC-registeredState-registered
Firms reporting RAUM19792105
Discretionary RAUM$531.9 billion$528.8 billion$3.1 billion
CFP professionals1,5441,48955
25th percentile RAUM$20.6 million$212.9 million$9.9 million
75th percentile RAUM$394.2 million$936.9 million$51.4 million
90th percentile RAUM$1.1 billion$1.6 billion$70.6 million
Average account size$543,920$549,038$213,530
Offer financial planning83.2%94.6%75.0%
RAUM growth, one yearNo data29.4%No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Cities with at least five independent RIAs.

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.