Research Report · 2026-06-30
Largest Registered Investment Advisers in Kansas
Kansas SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
135
Total AUM
$827.99B
Median AUM
$490.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CREATIVE PLANNING, LLC | OVERLAND PARK | 105348 | $295.57B | 1,650 | 2026-03-31 | → |
| 2 | ONEDIGITAL INVESTMENT ADVISORS LLC | OVERLAND PARK | 106766 | $155.41B | 648 | 2026-04-30 | → |
| 3 | MARINER, LLC | OVERLAND PARK | 140195 | $125.41B | 1,889 | 2026-03-31 | → |
| 4 | AE WEALTH MANAGEMENT, LLC | TOPEKA | 282580 | $49.84B | 630 | 2026-06-30 | → |
| 5 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | OVERLAND PARK | 288712 | $39.14B | 460 | 2026-06-30 | → |
| 6 | PALMER SQUARE CAPITAL MANAGEMENT LLC | MISSION WOODS | 155697 | $25.59B | 76 | 2026-05-31 | → |
| 7 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | OVERLAND PARK | 283824 | $9.57B | 174 | 2026-05-31 | → |
| 8 | PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC | MISSION WOODS | 310321 | $9.23B | 76 | 2026-03-31 | → |
| 9 | TORTOISE CAPITAL ADVISORS, L.L.C. | OVERLAND PARK | 123711 | $8.93B | 34 | 2026-04-30 | → |
| 10 | MARINER PLATFORM SOLUTIONS, LLC | OVERLAND PARK | 305418 | $7.34B | 161 | 2026-06-30 | → |
| 11 | KORNITZER CAPITAL MANAGEMENT, INC. | MISSION | 111087 | $6.49B | 41 | 2026-06-30 | → |
| 12 | CREATIVEONE WEALTH, LLC | OVERLAND PARK | 281213 | $6.25B | 222 | 2026-05-31 | → |
| 13 | THE RETIREMENT PLANNING GROUP, LLC | LEAWOOD | 129625 | $4.16B | 78 | 2026-06-30 | → |
| 14 | TWO WEST CAPITAL ADVISORS LLC | OVERLAND PARK | 154543 | $3.89B | 15 | 2026-05-31 | → |
| 15 | FAS WEALTH PARTNERS, INC. | LEAWOOD | 109796 | $3.78B | 33 | 2026-02-28 | → |
| 16 | SRH ADVISORS, LLC | SALINA | 148479 | $3.15B | 9 | 2026-03-31 | → |
| 17 | VETA INVESTMENT PARTNERS, LLC | LAWRENCE | 309023 | $2.79B | 10 | 2026-05-31 | → |
| 18 | BAYSTATE WEALTH MANAGEMENT LLC | OVERLAND PARK, | 151664 | $2.77B | 13 | 2026-03-31 | → |
| 19 | CREATIVEONE SECURITIES, LLC | OVERLAND PARK | 152974 | $2.54B | 196 | 2026-05-31 | → |
| 20 | MERITAGE PORTFOLIO MANAGEMENT, INC. | OVERLAND PARK | 107177 | $2.42B | 18 | 2026-02-28 | → |
| 21 | COLUMBIA CAPITAL MANAGEMENT, LLC | MERRIAM | 112773 | $2.09B | 18 | 2026-03-31 | → |
| 22 | CALIBER WEALTH MANAGEMENT, LLC | OVERLAND PARK | 331165 | $1.76B | 24 | 2026-06-30 | → |
| 23 | PRISM FINANCIAL GROUP, L.L.C. | OVERLAND PARK | 112315 | $1.70B | 9 | 2025-02-28 | → |
| 24 | FORTIS CAPITAL ADVISORS, LLC | PRAIRIE VILLAGE | 309709 | $1.62B | 68 | 2026-06-30 | → |
| 25 | CGN ADVISORS, LLC | MANHATTAN | 159359 | $1.60B | 51 | 2026-06-30 | → |
| 26 | KAVAR CAPITAL PARTNERS GROUP, LLC | LEAWOOD | 311744 | $1.58B | 6 | 2026-03-31 | → |
| 27 | TRIAD WEALTH PARTNERS, LLC | LAWRENCE | 326523 | $1.53B | 46 | 2026-06-30 | → |
| 28 | TRIUNE FINANCIAL PARTNERS, LLC | OVERLAND PARK | 152277 | $1.52B | 24 | 2026-03-31 | → |
| 29 | SUNESIS ADVISORS, LLC | OVERLAND PARK | 159114 | $1.48B | 8 | 2026-03-31 | → |
| 30 | FINANCIAL COUNSELORS INC | OVERLAND PARK | 106398 | $1.47B | 22 | 2026-03-31 | → |
| 31 | KEATING FINANCIAL ADVISORY SERVICES, INC. | MANHATTAN | 142772 | $1.45B | 65 | 2026-03-31 | → |
| 32 | LEXAURUM ADVISORS, LLC | OVERLAND PARK | 283653 | $1.27B | 50 | 2026-03-31 | → |
| 33 | KWMG, LLC | OVERLAND PARK | 170293 | $1.23B | 30 | 2026-03-31 | → |
| 34 | PALMER SQUARE BDC ADVISOR LLC | MISSION WOODS | 306742 | $1.22B | 76 | 2026-03-31 | → |
| 35 | DEAN CAPITAL MANAGEMENT, LLC | OVERLAND PARK | 145666 | $1.15B | 6 | 2026-06-30 | → |
| 36 | FINANCIAL PARTNERS GROUP, INC. | OVERLAND PARK | 288644 | $1.15B | 9 | 2026-03-31 | → |
| 37 | WATERFRONT WEALTH INC. | OVERLAND PARK | 173220 | $1.14B | 14 | 2026-03-31 | → |
| 38 | ADAMSBROWN WEALTH CONSULTANTS LLC | WICHITA | 308410 | $1.12B | 22 | 2026-02-28 | → |
| 39 | STEPP & ROTHWELL INC | OVERLAND PARK | 107999 | $1.06B | 25 | 2026-03-31 | → |
| 40 | MCD-KISSNER GP, LLC | OVERLAND PARK | 336165 | $1.02B | 5 | 2026-03-31 | → |
| 41 | WEALTH ALLIANCE ADVISORY GROUP, LLC | WICHITA | 290329 | $978.6M | 7 | 2026-06-30 | → |
| 42 | LEGACY FINANCIAL STRATEGIES, LLC | OVERLAND PARK | 283553 | $952.0M | 16 | 2026-02-28 | → |
| 43 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | LEAWOOD | 288641 | $931.8M | 41 | 2026-04-30 | → |
| 44 | PCG WEALTH ADVISORS, LLC | OVERLAND PARK | 290977 | $931.1M | 24 | 2026-06-30 | → |
| 45 | CANVAS WEALTH ADVISORS, LLC | SHAWNEE | 306343 | $929.2M | 11 | 2026-05-31 | → |
| 46 | CLAYTON FINANCIAL SERVICES INC | TOPEKA | 105898 | $909.8M | 14 | 2026-03-31 | → |
| 47 | GREENUP STREET WEALTH MANAGEMENT LLC | OVERLAND PARK | 311391 | $900.4M | 20 | 2026-04-30 | → |
| 48 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | SALINA | 157755 | $884.8M | 46 | 2026-03-31 | → |
| 49 | MITCHELL CAPITAL MANAGEMENT CO | LEAWOOD | 106338 | $847.3M | 11 | 2026-03-31 | → |
| 50 | TFB ADVISORS, LLC | OVERLAND PARK | 321870 | $840.2M | 23 | 2026-04-30 | → |
| 51 | PINION INVESTMENT ADVISORS, LLC | WICHITA | 114556 | $837.1M | 12 | 2026-05-31 | → |
| 52 | SUNFLOWER WEALTH ADVISORS LLC | SALINA | 269963 | $812.8M | 3 | 2026-03-31 | → |
| 53 | PARAGON CAPITAL MANAGEMENT LLC | OVERLAND PARK | 108168 | $739.8M | 10 | 2026-02-28 | → |
| 54 | TORTOISE INDEX SOLUTIONS, LLC | OVERLAND PARK | 213515 | $718.7M | 2 | 2025-03-31 | → |
| 55 | KOESTEN HIRSCHMANN & CRABTREE, INC. | OVERLAND PARK | 107212 | $668.3M | 17 | 2026-06-30 | → |
| 56 | BCWM, LLC. | OVERLAND PARK | 144748 | $665.2M | 12 | 2026-03-31 | → |
| 57 | 503 CAPITAL PARTNERS, LLC | LEAWOOD | 327580 | $636.4M | 14 | 2026-04-30 | → |
| 58 | CARLSON & COMPANY FINANCIAL SERVICES, LLC | TOPEKA | 295907 | $632.2M | 29 | 2026-03-31 | → |
| 59 | STEFFES FINANCIAL, LTD | OVERLAND PARK | 134530 | $611.5M | 4 | 2026-02-28 | → |
| 60 | ENDEAVOR PRIVATE WEALTH, INC. | TOPEKA | 313053 | $595.3M | 13 | 2026-05-31 | → |
| 61 | MATTERN WEALTH MANAGEMENT LLC | LAWRENCE | 304520 | $579.0M | 5 | 2026-03-31 | → |
| 62 | WESTWARD INVESTMENT ADVISORY, LLC | MISSION | 281742 | $571.5M | 5 | 2026-03-31 | → |
| 63 | MIDWEST FINANCIAL GROUP LLC | OVERLAND PARK | 175288 | $566.1M | 9 | 2026-02-28 | → |
| 64 | PRAIRIE ADVISORY, LLC | LEAWOOD | 339211 | $554.3M | 12 | 2026-06-30 | → |
| 65 | SEARCY FINANCIAL SERVICES, INC. | OVERLAND PARK | 105807 | $514.0M | 9 | 2026-05-31 | → |
| 66 | PHD CONSULTING LLC | OVERLAND PARK | 304989 | $506.2M | 5 | 2026-03-31 | → |
| 67 | GREAT RANGE CAPITAL, LLC | MISSION WOODS | 164294 | $495.0M | 17 | 2026-03-31 | → |
| 68 | REDSTONE ADVISORS INC | WICHITA | 107699 | $490.6M | 6 | 2026-03-31 | → |
| 69 | POSTROCK PARTNERS LLC | OVERLAND PARK | 328865 | $489.1M | 5 | 2026-05-31 | → |
| 70 | YUKON WEALTH MANAGEMENT, INC. | OVERLAND PARK | 109413 | $467.4M | 4 | 2026-03-31 | → |
| 71 | AGH WEALTH ADVISORS, LLC | WICHITA | 146796 | $456.3M | 6 | 2026-03-31 | → |
| 72 | NOVA R WEALTH, INC. | OVERLAND PARK | 169574 | $452.6M | 8 | 2026-03-31 | → |
| 73 | ETF PORTFOLIO PARTNERS, INC. | LEAWOOD | 128366 | $431.1M | 8 | 2026-01-31 | → |
| 74 | PROVIDENCE FINANCIAL ADVISORS, LLC | OVERLAND PARK | 124839 | $428.1M | 5 | 2026-02-28 | → |
| 75 | MARKET INVESTMENT GROUP, LLC | WICHITA | 334248 | $416.4M | 33 | 2026-02-28 | → |
| 76 | WHETSTONE CAPITAL ADVISORS, LLC | MISSION WOODS | 155414 | $415.1M | 4 | 2026-03-31 | → |
| 77 | COPPER FINANCIAL NETWORK, LLC | LENEXA | 168203 | $410.7M | 50 | 2026-06-30 | → |
| 78 | LEGACY INVESTMENT PARTNERS, LLC | OVERLAND PARK | 133014 | $403.1M | 4 | 2026-02-28 | → |
| 79 | MN WEALTH ADVISORS, LLC | OVERLAND PARK | 322617 | $394.2M | 5 | 2026-02-28 | → |
| 80 | S&A FINANCIAL SERVICES, INC. | OVERLAND PARK | 110471 | $392.3M | 7 | 2026-03-31 | → |
| 81 | ONE ADVISORY PARTNERS, LLC | OVERLAND PARK | 161614 | $369.5M | 11 | 2026-04-30 | → |
| 82 | FORTUNE FINANCIAL ADVISORS, LLC | OVERLAND PARK | 145799 | $322.6M | 6 | 2026-03-31 | → |
| 83 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | OVERLAND PARK | 113761 | $309.6M | 9 | 2026-03-31 | → |
| 84 | GENTRY PRIVATE WEALTH, LLC | WICHITA | 323208 | $307.7M | 8 | 2026-04-30 | → |
| 85 | RETIREMENT PORTFOLIOS, LLC | LAWRENCE | 330289 | $290.0M | 2 | 2026-04-30 | → |
| 86 | SOUND STEWARDSHIP, LLC | OVERLAND PARK | 129755 | $284.6M | 11 | 2026-03-31 | → |
| 87 | CENTERPOINT ADVISORY GROUP, LLC | OVERLAND PARK | 324181 | $276.3M | 7 | 2026-03-31 | → |
| 88 | SUMMIT INVESTMENT ADVISORS INC | LEAWOOD | 316321 | $273.4M | 5 | 2026-03-31 | → |
| 89 | OFG FINANCIAL SERVICES, INC. | TOPEKA | 23940 | $271.0M | 30 | 2026-03-31 | → |
| 90 | CORNERSTONE ADVISORS, LLC | TOPEKA | 114510 | $265.1M | 2 | 2026-03-31 | → |
| 91 | VIAWEALTH, LLC | LEAWOOD | 309043 | $260.7M | 4 | 2026-04-30 | → |
| 92 | STORYONE LLC | OVERLAND PARK | 331394 | $259.4M | 8 | 2026-04-30 | → |
| 93 | DOGWOOD WEALTH MANAGEMENT, LLC | LENEXA | 317580 | $257.2M | 6 | 2026-03-31 | → |
| 94 | MOKAN WEALTH MANAGEMENT INC | OVERLAND PARK | 328005 | $250.3M | 4 | 2026-01-31 | → |
| 95 | TYR CAPITAL ADVISORS, LLC | OVERLAND PARK | 326208 | $244.1M | 19 | 2026-04-30 | → |
| 96 | RETIREWISE TAX AND WEALTH ADVISORS, INC. | TOPEKA | 284394 | $242.8M | 10 | 2026-03-31 | → |
| 97 | EVEREST WEALTH MANAGEMENT, LLC | LEAWOOD | 133823 | $237.4M | 2 | 2026-02-28 | → |
| 98 | RADEMACHER FINANCIAL, INC. | LAWRENCE | 114067 | $234.3M | 6 | 2026-03-31 | → |
| 99 | DISCRETIONARY MANAGEMENT SERVICES, LLC | OVERLAND PARK | 145851 | $228.4M | 22 | 2026-03-31 | → |
| 100 | THE PERSPECTIVE GROUP, LLC | LAWRENCE | 175294 | $225.1M | 5 | 2026-03-31 | → |
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