City
Wealth management firms in Leawood, Kansas
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Leawood, Kansas reported $13.0 billion in regulatory assets under management; the largest by assets was Cetera Planning Partners, with $4.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $13.0 billion
- Average per firm
- $649.7 million
- SEC-registered, of those listed
- 10 of 20 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 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. | SEC | $4.2 billion | 14,107 |
| 2 | Fas Wealth Partners, Inc. | SEC | $3.8 billion | 5,110 |
| 3 | Kavar Capital Partners | SEC | $1.6 billion | 419 |
| 4 | Prevail Innovative Wealth Advisors, LLC | SEC | $931.8 million | 2,149 |
| 5 | Mitchell Capital Management Co | SEC | $847.3 million | 876 |
| 6 | ETF Portfolio Partners, Inc. | SEC | $431.1 million | 429 |
| 7 | Normandy Investment Advisors | SEC | $273.4 million | 729 |
| 8 | Viawealth, LLC | SEC | $260.7 million | 356 |
| 9 | Everest Wealth Management | SEC | $237.4 million | 354 |
| 10 | Greenleaf Financial Network, LLC | SEC | $123.7 million | 329 |
| 11 | Capital-E-Advisors | State | $76.1 million | 295 |
| 12 | Evp Capital Advisors, LLC | State | $75.0 million | 65 |
| 13 | Insight Investment Advisers LLC | State | $71.7 million | 537 |
| 14 | Financial Planning Partners | State | $54.4 million | 71 |
| 15 | Monarch Wealth Management, LLC | State | $49.6 million | 82 |
| 16 | Satya Investment Management, LLC | State | $19.4 million | 39 |
| 17 | Oread Wealth Partners | State | $17.3 million | 107 |
| 18 | Investors Advisory Services Inc | State | $2.9 million | 15 |
| 19 | Critical Capital LLC | State | $0 | 0 |
| 20 | Wolf Bay Wealth Partners | State | $0 | 0 |
Wealth management firms in Kansas, including every city.
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.