State market data

Wealth management firms in Kansas

As of October 2, 2026, 235 wealth management firms, including broker-dealer firms, based in Kansas reported $559.6 billion in regulatory assets under management; the largest by assets was Creative Planning, with $295.6 billion.

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

Wealth management firms: 235
SEC-registered: 98
State-registered: 137
Regulatory assets under management: $559.6 billion
Client accounts: 1,057,804
Median firm size: $75.2 million
Of which broker-dealer affiliated: 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 wealth firms by assets under management, including broker-dealer firms

Largest wealth firms by assets under management, including broker-dealer firms in Kansas, top 10
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 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	$9.6 billion
5	Mariner Independent	Overland Park	$7.3 billion
6	Creativeone Wealth, LLC	Overland Park	$6.3 billion
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	$4.2 billion
8	Fas Wealth Partners, Inc.	Leawood	$3.8 billion
9	Mariner	Overland Park	$2.8 billion
10	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	$2.5 billion

Top 100 in Kansas

Fastest-growing wealth firms over one year, including broker-dealer firms

Fastest-growing wealth firms over one year, including broker-dealer firms in Kansas, top 10
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	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	64.8%	$133.6 million
8	Fortune Financial Advisors, LLC	Overland Park	59.4%	$202.4 million
9	One Advisory Partners, LLC	Overland Park	51.9%	$243.3 million
10	Caliber Wealth Management, LLC	Overland Park	50.9%	$1.2 billion

Top 100 in Kansas

Fastest-growing wealth firms over three years, including broker-dealer firms

Fastest-growing wealth firms over three years, including broker-dealer firms in Kansas, top 10
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	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	39.4%	$100.0 million
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	39.0%	$1.5 billion
9	Normandy Investment Advisors	Leawood	37.9%	$104.2 million
10	AE Wealth Management, LLC	Topeka	37.3%	$19.2 billion

Top 100 in Kansas

Fastest-growing wealth firms over five years, including broker-dealer firms

Fastest-growing wealth firms over five years, including broker-dealer firms in Kansas, top 10
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	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	26.0%	$1.3 billion
10	Creativeone Wealth, LLC	Overland Park	26.0%	$2.0 billion

Top 100 in Kansas

Wealth firms with the biggest asset gains over one year, including broker-dealer firms

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Kansas, top 10
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	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	$1.1 billion
7	Keating Financial Advisory Services	Manhattan	$1.1 billion
8	Triad Wealth Partners, LLC	Lawrence	$1.1 billion
9	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	$1.1 billion
10	Fas Wealth Partners, Inc.	Leawood	$690.6 million

Top 100 in Kansas

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

Wealth firms with the most clients, including broker-dealer firms in Kansas, top 10
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

Top 100 in Kansas

Wealth firms with the fastest client growth over one year, including broker-dealer firms

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Kansas, top 10
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	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	56.6%	3,097
4	Mariner Independent	Overland Park	40.4%	3,101
5	Endeavor Private Wealth, Inc.	Topeka	39.8%	384
6	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	39.8%	332
7	One Advisory Partners, LLC	Overland Park	30.3%	241
8	Greenup Street Wealth Management LLC	Overland Park	29.4%	763
9	Storyone Family Office	Overland Park	29.0%	107
10	Caliber Wealth Management, LLC	Overland Park	26.7%	1,316

Top 100 in Kansas

Wealth firms with the most accounts, including broker-dealer firms

Wealth firms with the most accounts, including broker-dealer firms in Kansas, top 10
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 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	27,362
6	Mariner Independent	Overland Park	14,426
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	14,107
8	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	12,485
9	Triad Wealth Partners, LLC	Lawrence	8,187
10	Keating Financial Advisory Services	Manhattan	6,516

Top 100 in Kansas

Wealth firms with the most advisory staff, including broker-dealer firms

Wealth firms with the most advisory staff, including broker-dealer firms in Kansas, top 10
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 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	150
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	123
7	Mariner Independent	Overland Park	106
8	Fortis Capital Advisors, LLC	Prairie Village	57
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	44
10	CGN Advisors, LLC	Manhattan	37

Top 100 in Kansas

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

Wealth firms with the most high net worth clients, including broker-dealer firms in Kansas, top 10
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

Top 100 in Kansas

Wealth firms with the most CFP professionals, including broker-dealer firms

Wealth firms with the most CFP professionals, including broker-dealer firms in Kansas, top 10
Rank	Firm	City	Most CFP professionals
1	Creative Planning	Overland Park	658
2	Mariner	Overland Park	456
3	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	76
4	Mariner Independent	Overland Park	58
5	AE Wealth Management, LLC	Topeka	48
6	CGN Advisors, LLC	Manhattan	35
7	Creativeone Wealth, LLC	Overland Park	17
8	Fas Wealth Partners, Inc.	Leawood	15
8	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	15
10	Fortis Capital Advisors, LLC	Prairie Village	13

Top 100 in Kansas

Newest wealth firms, including broker-dealer firms

Newest wealth firms, including broker-dealer firms in Kansas, top 10
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 wealth firms based in Kansas, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Firms
As of	Firms
October 1, 2018	73
October 1, 2019	71
October 1, 2020	74
October 4, 2021	83
October 3, 2022	86
October 5, 2023	85
October 1, 2024	95
September 2, 2025	97
October 2, 2026	98

Regulatory assets under managementSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Regulatory assets under management
As of	Regulatory assets under management
October 1, 2018	$94.0 billion
October 1, 2019	$115.7 billion
October 1, 2020	$142.4 billion
October 4, 2021	$205.7 billion
October 3, 2022	$254.2 billion
October 5, 2023	$290.4 billion
October 1, 2024	$344.0 billion
September 2, 2025	$431.5 billion
October 2, 2026	$556.0 billion

Client accountsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Client accounts
As of	Client accounts
October 1, 2018	385,542
October 1, 2019	449,493
October 1, 2020	528,240
October 4, 2021	621,640
October 3, 2022	535,345
October 5, 2023	683,989
October 1, 2024	848,853
September 2, 2025	763,973
October 2, 2026	1,041,646

Median firm size (RAUM)SEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Median firm size (RAUM)
As of	Median firm size (RAUM)
October 1, 2018	$278.3 million
October 1, 2019	$271.3 million
October 1, 2020	$319.0 million
October 4, 2021	$310.8 million
October 3, 2022	$364.5 million
October 5, 2023	$335.6 million
October 1, 2024	$391.9 million
September 2, 2025	$425.0 million
October 2, 2026	$441.9 million

The market in Kansas now

Headline figures

Headline figures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms	235	98	137
Regulatory assets under management	$559.6 billion	$556.0 billion	$3.6 billion
Accounts	1,057,804	1,041,646	16,158
Clients	425,426	414,767	10,659
Employees	6,511	6,255	256
Advisory employees	4,611	4,411	200
Investment adviser representatives	4,545	4,332	213
Median RAUM	$75.2 million	$441.9 million	$22.8 million
Average RAUM	$2.7 billion	$5.7 billion	$31.9 million

Firms by size

Advisers grouped by regulatory assets under management.

Firms by size, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms under $100 million	110	1	109
RAUM of firms under $100 million	$3.3 billion	$73.6 million	$3.3 billion
Firms $100 million to $250 million	31	28	3
RAUM of firms $100 million to $250 million	$5.1 billion	$4.8 billion	$312.5 million
Firms $250 million to $500 million	24	24	0
RAUM of firms $250 million to $500 million	$8.3 billion	$8.3 billion	$0
Firms $500 million to $1 billion	21	21	0
RAUM of firms $500 million to $1 billion	$16.1 billion	$16.1 billion	$0
Firms $1 billion to $5 billion	18	18	0
RAUM of firms $1 billion to $5 billion	$32.8 billion	$32.8 billion	$0
Firms $5 billion to $10 billion	3	3	0
RAUM of firms $5 billion to $10 billion	$23.2 billion	$23.2 billion	$0
Firms $10 billion and up	3	3	0
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: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Top 10 share of RAUM		90.6%
Top 100 share of RAUM		99.4%

Concentration, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Top 10 share of RAUM	90.6%	91.2%	24.2%
Top 100 share of RAUM	99.4%	No data	99.5%

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: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Charge a percentage of assets		93.2%
Charge hourly fees		53.2%
Charge subscription fees		0.4%
Charge fixed fees		63.0%
Receive commissions		2.6%
Charge performance-based fees		3.8%
Other compensation		13.6%

How advisers are paid, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Charge a percentage of assets	93.2%	99.0%	89.1%
Charge hourly fees	53.2%	59.2%	48.9%
Charge subscription fees	0.4%	1.0%	0.0%
Charge fixed fees	63.0%	77.6%	52.6%
Receive commissions	2.6%	4.1%	1.5%
Charge performance-based fees	3.8%	3.1%	4.4%
Other compensation	13.6%	12.2%	14.6%

Custody

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

Custody, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Have custody	34.0%	58.2%	16.8%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

Broker-dealer and other affiliations, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Broker-dealer affiliated	9.4%	12.2%	7.3%

New firms and successions

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

New firms and successions, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
New registrations	21	6	15
Successions	No data	0	No data

Other measures

Other measures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms reporting RAUM	210	98	112
Discretionary RAUM	$548.9 billion	$545.5 billion	$3.4 billion
CFP professionals	1,645	1,588	57
25th percentile RAUM	$20.8 million	$221.4 million	$10.2 million
75th percentile RAUM	$400.9 million	$972.0 million	$52.0 million
90th percentile RAUM	$1.1 billion	$2.0 billion	$71.7 million
Average account size	$529,020	$533,794	$221,272
Offer financial planning	82.6%	94.9%	73.7%
RAUM growth, one year	No data	28.9%	No data

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

Cities

Overland Park 93 independent RIAs, $463.3 billion
Topeka 14 independent RIAs, $52.9 billion
Leawood 19 independent RIAs, $8.8 billion
Wichita 20 independent RIAs, $5.1 billion
Manhattan 7 independent RIAs, $3.1 billion
Lawrence 9 independent RIAs, $3.0 billion
Mission 6 independent RIAs, $617.8 million
Lenexa 10 independent RIAs, $611.8 million

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.