{"type":"ria_state","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs in Kansas","lead":"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.","as_of":"2026-10-02","facts":{"state":"Kansas","code":"KS","population":"Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.","latest":{"independent":{"accounts":996644,"firms":220,"median_raum":73608831,"raum":542094330708,"advisory_employees":4197,"avg_account":543919.725306127,"band_100m_250m":30,"band_100m_250m_raum":4911663882,"band_10b_plus":3,"band_10b_plus_raum":470814478247,"band_1b_5b":16,"band_1b_5b_raum":26051327996,"band_250m_500m":22,"band_250m_500m_raum":7630706940,"band_500m_1b":21,"band_500m_1b_raum":16085315757,"band_5b_10b":2,"band_5b_10b_raum":13593446373,"band_lt100m":103,"band_lt100m_raum":3007391513,"bd_affiliated_share":0.0409090909090909,"cfp_professionals":1544,"clients":384663,"custody_share":0.354545454545455,"employees":5931,"fee_aum_pct_share":0.936363636363636,"fee_commissions_share":0.0272727272727273,"fee_fixed_share":0.640909090909091,"fee_hourly_share":0.522727272727273,"fee_other_share":0.127272727272727,"fee_performance_share":0.0363636363636364,"fee_subscription_share":0.00454545454545455,"financial_planning_share":0.831818181818182,"firms_with_raum":197,"iars":3978,"mean_raum":2751747871.61421,"new_firms":21,"p25_raum":20604451,"p75_raum":394235365,"p90_raum":1081489119.4,"raum_discretionary":531899011293,"top100_share":0.995295064335632,"top10_share":0.914848312140227},"independent_sec":{"accounts":981441,"firms":92,"median_raum":441853720.5,"raum":538848035718,"advisory_employees":4018,"avg_account":549037.625000382,"band_100m_250m":27,"band_100m_250m_raum":4599151574,"band_10b_plus":3,"band_10b_plus_raum":470814478247,"band_1b_5b":16,"band_1b_5b_raum":26051327996,"band_250m_500m":22,"band_250m_500m_raum":7630706940,"band_500m_1b":21,"band_500m_1b_raum":16085315757,"band_5b_10b":2,"band_5b_10b_raum":13593446373,"band_lt100m":1,"band_lt100m_raum":73608831,"bd_affiliated_share":0.0869565217391304,"cfp_professionals":1489,"clients":374925,"custody_share":0.597826086956522,"employees":5712,"fee_aum_pct_share":0.989130434782609,"fee_commissions_share":0.0434782608695652,"fee_fixed_share":0.771739130434783,"fee_hourly_share":0.576086956521739,"fee_other_share":0.119565217391304,"fee_performance_share":0.0326086956521739,"fee_subscription_share":0.0108695652173913,"financial_planning_share":0.945652173913043,"firms_with_raum":92,"iars":3794,"mean_raum":5857043866.5,"new_firms":6,"p25_raum":212866653,"p75_raum":936891952,"p90_raum":1598947126.7,"raum_discretionary":528808858643,"raum_growth_1y":0.293956866098612,"successions":0,"top10_share":0.920359824283634},"state":{"accounts":15203,"firms":128,"median_raum":22554872,"raum":3246294990,"advisory_employees":179,"avg_account":213529.894757614,"band_100m_250m":3,"band_100m_250m_raum":312512308,"band_10b_plus":0,"band_10b_plus_raum":0,"band_1b_5b":0,"band_1b_5b_raum":0,"band_250m_500m":0,"band_250m_500m_raum":0,"band_500m_1b":0,"band_500m_1b_raum":0,"band_5b_10b":0,"band_5b_10b_raum":0,"band_lt100m":102,"band_lt100m_raum":2933782682,"bd_affiliated_share":0.0078125,"cfp_professionals":55,"clients":9738,"custody_share":0.1796875,"employees":219,"fee_aum_pct_share":0.8984375,"fee_commissions_share":0.015625,"fee_fixed_share":0.546875,"fee_hourly_share":0.484375,"fee_other_share":0.1328125,"fee_performance_share":0.0390625,"fee_subscription_share":0,"financial_planning_share":0.75,"firms_with_raum":105,"iars":184,"mean_raum":30917095.1428571,"new_firms":15,"p25_raum":9889326,"p75_raum":51439287,"p90_raum":70581292.8,"raum_discretionary":3090152650,"top100_share":0.999454914292924,"top10_share":0.258632300387464}},"broker_dealer_affiliated_not_included":{"firms":15,"raum":17505658102},"series":{"firms":{"segment":"independent_sec","unit":"count","points":[{"as_of":"2018-10-01","value":66},{"as_of":"2019-10-01","value":65},{"as_of":"2020-10-01","value":68},{"as_of":"2021-10-04","value":76},{"as_of":"2022-10-03","value":80},{"as_of":"2023-10-05","value":80},{"as_of":"2024-10-01","value":90},{"as_of":"2025-09-02","value":90},{"as_of":"2026-10-02","value":92}]},"raum":{"segment":"independent_sec","unit":"usd","points":[{"as_of":"2018-10-01","value":68598015852},{"as_of":"2019-10-01","value":91524088185},{"as_of":"2020-10-01","value":112063856505},{"as_of":"2021-10-04","value":166424212717},{"as_of":"2022-10-03","value":249254220026},{"as_of":"2023-10-05","value":281360955198},{"as_of":"2024-10-01","value":331304751327},{"as_of":"2025-09-02","value":416434310784},{"as_of":"2026-10-02","value":538848035718}]},"accounts":{"segment":"independent_sec","unit":"count","points":[{"as_of":"2018-10-01","value":214699},{"as_of":"2019-10-01","value":264101},{"as_of":"2020-10-01","value":328367},{"as_of":"2021-10-04","value":400508},{"as_of":"2022-10-03","value":510899},{"as_of":"2023-10-05","value":635235},{"as_of":"2024-10-01","value":786927},{"as_of":"2025-09-02","value":709238},{"as_of":"2026-10-02","value":981441}]},"median_raum":{"segment":"independent_sec","unit":"usd","points":[{"as_of":"2018-10-01","value":266923230},{"as_of":"2019-10-01","value":269958510},{"as_of":"2020-10-01","value":313818248.5},{"as_of":"2021-10-04","value":302814472},{"as_of":"2022-10-03","value":364541354},{"as_of":"2023-10-05","value":334443160},{"as_of":"2024-10-01","value":384878688.5},{"as_of":"2025-09-02","value":418480920.5},{"as_of":"2026-10-02","value":441853720.5}]}},"top_10":{"largest":[{"rank":1,"crd":105348,"firm":"Creative Planning","city":"Overland Park","value":295568603071},{"rank":2,"crd":140195,"firm":"Mariner","city":"Overland Park","value":125408489288},{"rank":3,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":49837385888},{"rank":4,"crd":305418,"firm":"Mariner Independent","city":"Overland Park","value":7341763312},{"rank":5,"crd":281213,"firm":"Creativeone Wealth, LLC","city":"Overland Park","value":6251683061},{"rank":6,"crd":109796,"firm":"Fas Wealth Partners, Inc.","city":"Leawood","value":3776012822},{"rank":7,"crd":151664,"firm":"Mariner","city":"Overland Park","value":2770128298},{"rank":8,"crd":331165,"firm":"Caliber Wealth Management, LLC","city":"Overland Park","value":1763558000},{"rank":9,"crd":309709,"firm":"Fortis Capital Advisors, LLC","city":"Prairie Village","value":1615575526},{"rank":10,"crd":159359,"firm":"CGN Advisors, LLC","city":"Manhattan","value":1600884203}],"fastest-growing":[{"rank":1,"crd":326523,"firm":"Triad Wealth Partners, LLC","city":"Lawrence","value":2.59206204878023},{"rank":2,"crd":334248,"firm":"Market Investment Group, LLC","city":"Wichita","value":2.30141895020008},{"rank":3,"crd":316321,"firm":"Normandy Investment Advisors","city":"Leawood","value":0.924644463010132},{"rank":4,"crd":330289,"firm":"Retirement Portfolios, LLC","city":"Lawrence","value":0.895424836601307},{"rank":5,"crd":331394,"firm":"Storyone Family Office","city":"Overland Park","value":0.807561369822983},{"rank":6,"crd":313053,"firm":"Endeavor Private Wealth, Inc.","city":"Topeka","value":0.687416690577063},{"rank":7,"crd":145799,"firm":"Fortune Financial Advisors, LLC","city":"Overland Park","value":0.594101773628987},{"rank":8,"crd":161614,"firm":"One Advisory Partners, LLC","city":"Overland Park","value":0.518661745461388},{"rank":9,"crd":331165,"firm":"Caliber Wealth Management, LLC","city":"Overland Park","value":0.50899118678874},{"rank":10,"crd":328005,"firm":"Mokan Wealth Management","city":"Overland Park","value":0.432730401734577}],"fastest-growing-3-year":[{"rank":1,"crd":309709,"firm":"Fortis Capital Advisors, LLC","city":"Prairie Village","value":0.874446160601513},{"rank":2,"crd":142772,"firm":"Keating Financial Advisory Services","city":"Manhattan","value":0.747814675931202},{"rank":3,"crd":288641,"firm":"Prevail Innovative Wealth Advisors, LLC","city":"Leawood","value":0.523212707704049},{"rank":4,"crd":146796,"firm":"Agh Wealth Advisors, LLC","city":"Wichita","value":0.478699322787769},{"rank":5,"crd":157755,"firm":"United Capital Management of Kansas, Inc.","city":"Salina","value":0.426784086787898},{"rank":6,"crd":321870,"firm":"TFB Advisors, LLC","city":"Overland Park","value":0.396831196731461},{"rank":7,"crd":316321,"firm":"Normandy Investment Advisors","city":"Leawood","value":0.379138993595277},{"rank":8,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":0.373146561939778},{"rank":9,"crd":114556,"firm":"Pinion Wealth Management, LLC","city":"Wichita","value":0.368473038306311},{"rank":10,"crd":324181,"firm":"Centerpoint Advisory Group, LLC","city":"Overland Park","value":0.358186737580552}],"fastest-growing-5-year":[{"rank":1,"crd":311391,"firm":"Greenup Street Wealth Management LLC","city":"Overland Park","value":0.456367971178384},{"rank":2,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":0.315774723685237},{"rank":3,"crd":114556,"firm":"Pinion Wealth Management, LLC","city":"Wichita","value":0.309320653926202},{"rank":4,"crd":308410,"firm":"Adamsbrown Wealth Consultants LLC","city":"Wichita","value":0.29924034398107},{"rank":5,"crd":140195,"firm":"Mariner","city":"Overland Park","value":0.291065195475162},{"rank":6,"crd":159359,"firm":"CGN Advisors, LLC","city":"Manhattan","value":0.279906693896256},{"rank":7,"crd":146796,"firm":"Agh Wealth Advisors, LLC","city":"Wichita","value":0.272128715168331},{"rank":8,"crd":105348,"firm":"Creative Planning","city":"Overland Park","value":0.268383659314662},{"rank":9,"crd":281213,"firm":"Creativeone Wealth, LLC","city":"Overland Park","value":0.259532844887212},{"rank":10,"crd":306343,"firm":"Canvas Wealth Advisors, LLC","city":"Shawnee","value":0.258900730445518}],"biggest-asset-gains":[{"rank":1,"crd":105348,"firm":"Creative Planning","city":"Overland Park","value":78169278090},{"rank":2,"crd":140195,"firm":"Mariner","city":"Overland Park","value":26805256087},{"rank":3,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":12311679804},{"rank":4,"crd":305418,"firm":"Mariner Independent","city":"Overland Park","value":1726535634},{"rank":5,"crd":281213,"firm":"Creativeone Wealth, LLC","city":"Overland Park","value":1422775586},{"rank":6,"crd":142772,"firm":"Keating Financial Advisory Services","city":"Manhattan","value":1120270834},{"rank":7,"crd":326523,"firm":"Triad Wealth Partners, LLC","city":"Lawrence","value":1101611850},{"rank":8,"crd":109796,"firm":"Fas Wealth Partners, Inc.","city":"Leawood","value":690623074},{"rank":9,"crd":331165,"firm":"Caliber Wealth Management, LLC","city":"Overland Park","value":594858000},{"rank":10,"crd":151664,"firm":"Mariner","city":"Overland Park","value":417357552}],"most-clients":[{"rank":1,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":128083},{"rank":2,"crd":105348,"firm":"Creative Planning","city":"Overland Park","value":102065},{"rank":3,"crd":140195,"firm":"Mariner","city":"Overland Park","value":55728},{"rank":4,"crd":281213,"firm":"Creativeone Wealth, LLC","city":"Overland Park","value":22353},{"rank":5,"crd":142772,"firm":"Keating Financial Advisory Services","city":"Manhattan","value":5320},{"rank":6,"crd":305418,"firm":"Mariner Independent","city":"Overland Park","value":4354},{"rank":7,"crd":326523,"firm":"Triad Wealth Partners, LLC","city":"Lawrence","value":3896},{"rank":8,"crd":151664,"firm":"Mariner","city":"Overland Park","value":3537},{"rank":9,"crd":159359,"firm":"CGN Advisors, LLC","city":"Manhattan","value":2320},{"rank":10,"crd":283653,"firm":"Lexaurum Advisors","city":"Overland Park","value":2282}],"client-growth":[{"rank":1,"crd":326523,"firm":"Triad Wealth Partners, LLC","city":"Lawrence","value":1.8231884057971},{"rank":2,"crd":334248,"firm":"Market Investment Group, LLC","city":"Wichita","value":1.75683890577508},{"rank":3,"crd":305418,"firm":"Mariner Independent","city":"Overland Park","value":0.404063205417607},{"rank":4,"crd":313053,"firm":"Endeavor Private Wealth, Inc.","city":"Topeka","value":0.3984375},{"rank":5,"crd":161614,"firm":"One Advisory Partners, LLC","city":"Overland Park","value":0.302904564315353},{"rank":6,"crd":311391,"firm":"Greenup Street Wealth Management LLC","city":"Overland Park","value":0.293577981651376},{"rank":7,"crd":331394,"firm":"Storyone Family Office","city":"Overland Park","value":0.289719626168224},{"rank":8,"crd":331165,"firm":"Caliber Wealth Management, LLC","city":"Overland Park","value":0.267477203647416},{"rank":9,"crd":332929,"firm":"Collaborative Portfolio Management","city":"Overland Park","value":0.255172413793104},{"rank":10,"crd":140195,"firm":"Mariner","city":"Overland Park","value":0.245791697404601}],"most-accounts":[{"rank":1,"crd":105348,"firm":"Creative Planning","city":"Overland Park","value":320323},{"rank":2,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":282995},{"rank":3,"crd":140195,"firm":"Mariner","city":"Overland Park","value":186791},{"rank":4,"crd":281213,"firm":"Creativeone Wealth, LLC","city":"Overland Park","value":35425},{"rank":5,"crd":305418,"firm":"Mariner Independent","city":"Overland Park","value":14426},{"rank":6,"crd":326523,"firm":"Triad Wealth Partners, LLC","city":"Lawrence","value":8187},{"rank":7,"crd":142772,"firm":"Keating Financial Advisory Services","city":"Manhattan","value":6516},{"rank":8,"crd":151664,"firm":"Mariner","city":"Overland Park","value":6147},{"rank":9,"crd":331165,"firm":"Caliber Wealth Management, LLC","city":"Overland Park","value":5992},{"rank":10,"crd":283653,"firm":"Lexaurum Advisors","city":"Overland Park","value":5599}],"most-advisory-staff":[{"rank":1,"crd":105348,"firm":"Creative Planning","city":"Overland Park","value":1538},{"rank":2,"crd":140195,"firm":"Mariner","city":"Overland Park","value":933},{"rank":3,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":448},{"rank":4,"crd":281213,"firm":"Creativeone Wealth, LLC","city":"Overland Park","value":203},{"rank":5,"crd":305418,"firm":"Mariner Independent","city":"Overland Park","value":106},{"rank":6,"crd":309709,"firm":"Fortis Capital Advisors, LLC","city":"Prairie Village","value":57},{"rank":7,"crd":159359,"firm":"CGN Advisors, LLC","city":"Manhattan","value":37},{"rank":8,"crd":326523,"firm":"Triad Wealth Partners, LLC","city":"Lawrence","value":33},{"rank":9,"crd":283653,"firm":"Lexaurum Advisors","city":"Overland Park","value":31},{"rank":9,"crd":288641,"firm":"Prevail Innovative Wealth Advisors, LLC","city":"Leawood","value":31}],"most-hnw-clients":[{"rank":1,"crd":105348,"firm":"Creative Planning","city":"Overland Park","value":39511},{"rank":2,"crd":140195,"firm":"Mariner","city":"Overland Park","value":22322},{"rank":3,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":9444},{"rank":4,"crd":281213,"firm":"Creativeone Wealth, LLC","city":"Overland Park","value":1738},{"rank":5,"crd":305418,"firm":"Mariner Independent","city":"Overland Park","value":1575},{"rank":6,"crd":109796,"firm":"Fas Wealth Partners, Inc.","city":"Leawood","value":607},{"rank":7,"crd":326523,"firm":"Triad Wealth Partners, LLC","city":"Lawrence","value":515},{"rank":8,"crd":331165,"firm":"Caliber Wealth Management, LLC","city":"Overland Park","value":506},{"rank":9,"crd":159359,"firm":"CGN Advisors, LLC","city":"Manhattan","value":493},{"rank":10,"crd":170293,"firm":"Keen Wealth Advisors","city":"Overland Park","value":404}],"most-cfp-professionals":[{"rank":1,"crd":105348,"firm":"Creative Planning","city":"Overland Park","value":658},{"rank":2,"crd":140195,"firm":"Mariner","city":"Overland Park","value":456},{"rank":3,"crd":305418,"firm":"Mariner Independent","city":"Overland Park","value":58},{"rank":4,"crd":282580,"firm":"AE Wealth Management, LLC","city":"Topeka","value":48},{"rank":5,"crd":159359,"firm":"CGN Advisors, LLC","city":"Manhattan","value":35},{"rank":6,"crd":281213,"firm":"Creativeone Wealth, LLC","city":"Overland Park","value":17},{"rank":7,"crd":109796,"firm":"Fas Wealth Partners, Inc.","city":"Leawood","value":15},{"rank":8,"crd":309709,"firm":"Fortis Capital Advisors, LLC","city":"Prairie Village","value":13},{"rank":9,"crd":170293,"firm":"Keen Wealth Advisors","city":"Overland Park","value":12},{"rank":10,"crd":142772,"firm":"Keating Financial Advisory Services","city":"Manhattan","value":11}],"newest":[{"rank":1,"crd":290064,"firm":"Glass Lakes Capital Management LLC","city":"Overland Park","value":178336470},{"rank":2,"crd":138112,"firm":"Quantum Financial Partners LLC","city":"Overland Park","value":148559060},{"rank":3,"crd":340594,"firm":"Pathway Financial Solutions, Inc.","city":"Salina","value":135287789},{"rank":4,"crd":284165,"firm":"Greenleaf Financial Network, LLC","city":"Leawood","value":123695747},{"rank":5,"crd":162231,"firm":"Beyond Wealth","city":"Overland Park","value":122472670},{"rank":6,"crd":330875,"firm":"Freedom Value Partners, LLC","city":"Lenexa","value":119149107},{"rank":7,"crd":297269,"firm":"Legacy Map Design, LLC","city":"Wichita","value":6200000},{"rank":8,"crd":339245,"firm":"1316 Capital LLC","city":"Overland Park","value":2},{"rank":8,"crd":344088,"firm":"Fortino Wealth Management, LLC","city":"Overland Park","value":2},{"rank":10,"crd":330279,"firm":"Paredes Capital LLC","city":"Lenexa","value":0}]},"cities":[{"name":"Overland Park","independent_rias":93,"raum":463263189482,"url":"https://advisoriq.com/ria/states/kansas/overland-park/"},{"name":"Topeka","independent_rias":14,"raum":52873237501,"url":"https://advisoriq.com/ria/states/kansas/topeka/"},{"name":"Leawood","independent_rias":19,"raum":8829528287,"url":"https://advisoriq.com/ria/states/kansas/leawood/"},{"name":"Wichita","independent_rias":20,"raum":5118365026,"url":"https://advisoriq.com/ria/states/kansas/wichita/"},{"name":"Manhattan","independent_rias":7,"raum":3127232015,"url":"https://advisoriq.com/ria/states/kansas/manhattan/"},{"name":"Lawrence","independent_rias":9,"raum":2983542128,"url":"https://advisoriq.com/ria/states/kansas/lawrence/"},{"name":"Mission","independent_rias":6,"raum":617808980,"url":"https://advisoriq.com/ria/states/kansas/mission/"},{"name":"Lenexa","independent_rias":10,"raum":611773968,"url":"https://advisoriq.com/ria/states/kansas/lenexa/"}],"iar_ce_status":"not adopted"},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"},{"url":"https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/","checked":"2026-10-05","label":"NASAA IAR CE map"}],"related":[{"title":"RIA market data by state","url":"https://advisoriq.com/ria/states/"},{"title":"Largest independent RIAs by assets under management in Kansas","url":"https://advisoriq.com/ria/rankings/largest/kansas/"},{"title":"Fastest-growing independent RIAs over one year in Kansas","url":"https://advisoriq.com/ria/rankings/fastest-growing/kansas/"},{"title":"Fastest-growing independent RIAs over three years in Kansas","url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/kansas/"},{"title":"Fastest-growing independent RIAs over five years in Kansas","url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/kansas/"},{"title":"IAR CE in Kansas","url":"https://advisoriq.com/ce/iar/kansas/"}],"notes":["Firms are placed in the state of their main office.","History covers SEC-registered firms only, from October 2018."],"url":"https://advisoriq.com/ria/states/kansas/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/kansas/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}