# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/kansas/

## 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

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Kansas](https://advisoriq.com/ria/rankings/largest/kansas/)
- [Fastest-growing independent RIAs over one year in Kansas](https://advisoriq.com/ria/rankings/fastest-growing/kansas/)
- [Fastest-growing independent RIAs over three years in Kansas](https://advisoriq.com/ria/rankings/fastest-growing-3-year/kansas/)
- [Fastest-growing independent RIAs over five years in Kansas](https://advisoriq.com/ria/rankings/fastest-growing-5-year/kansas/)
- [IAR CE in Kansas](https://advisoriq.com/ce/iar/kansas/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/kansas/

License: https://advisoriq.com/license/