City
Wealth management firms in Overland Park, Kansas
As of October 2, 2026, 98 wealth management firms, including broker-dealer firms, with their main office in Overland Park, Kansas reported $475.6 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
- 98
- Regulatory assets under management
- $475.6 billion
- Average per firm
- $4.9 billion
- SEC-registered, of those listed
- 53 of 98 (54.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Creative Planning | SEC | $295.6 billion | 320,323 |
| 2 | Mariner | SEC | $125.4 billion | 186,791 |
| 3 | 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. | SEC | $9.6 billion | 27,362 |
| 4 | Mariner Independent | SEC | $7.3 billion | 14,426 |
| 5 | Creativeone Wealth, LLC | SEC | $6.3 billion | 35,425 |
| 6 | Mariner | SEC | $2.8 billion | 6,147 |
| 7 | 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. | SEC | $2.5 billion | 12,485 |
| 8 | Caliber Wealth Management, LLC | SEC | $1.8 billion | 5,992 |
| 9 | Triune Financial Partners, LLC | SEC | $1.5 billion | 2,584 |
| 10 | Sunesis Advisors, LLC | SEC | $1.5 billion | 527 |
| 11 | Lexaurum Advisors | SEC | $1.3 billion | 5,599 |
| 12 | Keen Wealth Advisors | SEC | $1.2 billion | 2,916 |
| 13 | Financial Partners Group, Inc. | SEC | $1.1 billion | 3,587 |
| 14 | Waterfront Wealth Inc. | SEC | $1.1 billion | 3,224 |
| 15 | Stepp & Rothwell Inc | SEC | $1.1 billion | 2,283 |
| 16 | Legacy Financial Strategies, LLC | SEC | $952.0 million | 2,090 |
| 17 | PCG Wealth Management | SEC | $931.1 million | 4,710 |
| 18 | Greenup Street Wealth Management LLC | SEC | $900.4 million | 2,943 |
| 19 | TFB Advisors, LLC | SEC | $840.2 million | 2,832 |
| 20 | Paragon Capital Management LLC | SEC | $739.8 million | 785 |
| 21 | Aspyre Wealth Partners | SEC | $668.3 million | 1,559 |
| 22 | BCWM | SEC | $665.2 million | 378 |
| 23 | Steffes Financial, Ltd | SEC | $611.5 million | 652 |
| 24 | Midwest Financial Group LLC | SEC | $566.1 million | 2,222 |
| 25 | Searcy Financial Services, Inc. | SEC | $514.0 million | 1,874 |
| 26 | Yukon Wealth Management, Inc. | SEC | $467.4 million | 355 |
| 27 | Nova R Wealth, Inc. | SEC | $452.6 million | 962 |
| 28 | Legacy Investment Partners, LLC | SEC | $403.1 million | 415 |
| 29 | MN Wealth Advisors, LLC | SEC | $394.2 million | 1,173 |
| 30 | S&A Financial Services, Inc. | SEC | $392.3 million | 1,884 |
| 31 | One Advisory Partners, LLC | SEC | $369.5 million | 316 |
| 32 | Fortune Financial Advisors, LLC | SEC | $322.6 million | 610 |
| 33 | Windward Private Wealth Management Inc. | SEC | $309.6 million | 949 |
| 34 | Sound Stewardship, LLC | SEC | $284.6 million | 1,089 |
| 35 | Centerpoint Advisory Group, LLC | SEC | $276.3 million | 613 |
| 36 | Storyone Family Office | SEC | $259.4 million | 729 |
| 37 | Mokan Wealth Management | SEC | $250.3 million | 704 |
| 38 | 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. | SEC | $220.2 million | 414 |
| 39 | Insight Financial Services | SEC | $213.8 million | 905 |
| 40 | Cornerstone Securities LLC | SEC | $210.0 million | 1,246 |
| 41 | Freestate Advisors LLC | SEC | $181.8 million | 635 |
| 42 | Balanced Financial Planning, Inc. | SEC | $181.3 million | 80 |
| 43 | Collaborative Portfolio Management | SEC | $178.7 million | 519 |
| 44 | Glass Lakes Capital Management LLC | SEC | $178.3 million | 360 |
| 45 | Novadius Wealth Management | SEC | $168.2 million | 636 |
| 46 | Curtis Capital Advisors | SEC | $165.5 million | 244 |
| 47 | RPR Financial | SEC | $162.1 million | 635 |
| 48 | Quantum Financial Partners LLC | SEC | $148.6 million | 534 |
| 49 | Davis Financial Management, Inc. | SEC | $144.6 million | 234 |
| 50 | RSG Investments LLC | SEC | $140.5 million | 1,132 |
| 51 | Konza Global Wealth Group | SEC | $125.2 million | 294 |
| 52 | Beyond Wealth | SEC | $122.5 million | 491 |
| 53 | Overland Park Wealth Management LLC | State | $107.5 million | 323 |
| 54 | Legacy Advisory Limited Company | State | $101.9 million | 447 |
| 55 | Aspen Wealth Management, Inc. | State | $83.4 million | 323 |
| 56 | Allos Investment Advisors, LLC | SEC | $73.6 million | 788 |
| 57 | Boulder Investment Group | State | $72.1 million | 311 |
| 58 | Clearpath Wealth Management, L.C. | State | $71.2 million | 165 |
| 59 | Tax Advantage Advisors, Inc. | State | $67.9 million | 368 |
| 60 | Rca Wealth Strategies LLC | State | $64.1 million | 644 |
| 61 | Prairie Ridge Asset Management, LLC | State | $62.8 million | 183 |
| 62 | Trinity Capital Management, LLC | State | $55.3 million | 86 |
| 63 | World Class Unlimited, Inc. | State | $53.6 million | 419 |
| 64 | Frank K. Swyden Asset MNGT Inc | State | $52.5 million | 105 |
| 65 | Aspire Wealth Management | State | $51.4 million | 398 |
| 66 | Schwantes Financial, LLC | State | $50.5 million | 225 |
| 67 | Index Wealth Advisors, LLC | State | $39.6 million | 170 |
| 68 | Roadmap Wealth Management LLC | State | $38.0 million | 90 |
| 69 | Proactive Planning Wealth Advisory | State | $35.8 million | 261 |
| 70 | Kedrec LLC | State | $33.9 million | 252 |
| 71 | Financialife Outfitters LLC | State | $30.5 million | 77 |
| 72 | Dynamic Wealth LLC | State | $30.3 million | 14 |
| 73 | Artisan Financial Planning | State | $28.3 million | 111 |
| 74 | Epiphany Financial Coaching | State | $23.0 million | 102 |
| 75 | Nasche Asset Management LLC | State | $20.6 million | 53 |
| 76 | Penn Wealth Management | State | $20.0 million | 100 |
| 77 | Golden Guidance LLC | State | $19.5 million | 32 |
| 78 | Maciel Wealth Management | State | $18.6 million | 170 |
| 79 | Sound Investments Inc. | State | $18.5 million | 70 |
| 80 | Mercury Capital Management, Inc. | State | $15.7 million | 72 |
| 81 | Wealth Renovators, LLC | State | $14.7 million | 158 |
| 82 | R L Capital, LLC | State | $12.3 million | 19 |
| 83 | Sapphire Wealth Planning LLC | State | $11.6 million | 185 |
| 84 | First American Financial Advisors, 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. | State | $11.5 million | 28 |
| 85 | Legacy Wealth Planning, LLC | State | $11.5 million | 63 |
| 86 | Stewardship Wealth Management | State | $10.3 million | 52 |
| 87 | Retirement Resources 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. | State | $10.0 million | 43 |
| 88 | Coplanning Financial LLC | State | $8.5 million | 68 |
| 89 | Don Brown - Investment Advisor, LLC | State | $7.3 million | 4 |
| 90 | Miros Wealth LLC | State | $5.4 million | 45 |
| 91 | 1316 Capital LLC | State | $2 | 1 |
| 92 | Fortino Wealth Management, LLC | State | $2 | 1 |
| 93 | Catalonia Wealth Management LLC | State | $0 | 0 |
| 94 | Enlightnu Wealth LLC | State | $0 | 0 |
| 95 | Family Legacy Advisors, LLC | State | $0 | 0 |
| 96 | Latticework Investment Management | State | $0 | 0 |
| 97 | Retirement Roots Wealth Management LLC | State | $0 | 0 |
| 98 | Unclipped Capital LLC | 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.