Top RIAs in Kansas
Every SEC-registered RIA with a main office in Kansas, by regulatory AUM, from Form ADV
133 RIAs registered with the SEC are headquartered in Kansas, the 26th most of any state, managing $822.1B in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Creative Planning in Overland Park at $295.6B. 38 firms report $1 billion or more.
133
SEC-registered RIAs
$822.1B
Regulatory AUM
38
Firms at $1B and above
$456.3M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Kansas, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 133 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Creative PlanningCRD 105348 | Overland Park | $295.6B | 1,538 | 320,323 | 87,051 | 62% | Jul 2026 |
| 2 | OnedigitalCRD 106766 | Overland Park | $155.4B | 367 | 40,469 | 12,933 | 10% | Apr 2026 |
| 3 | MarinerCRD 140195 | Overland Park | $125.4B | 933 | 186,791 | 54,583 | 92% | Aug 2026 |
| 4 | AE Wealth Management, LLCCRD 282580 | Topeka | $49.8B | 448 | 282,995 | 127,213 | 99% | Aug 2026 |
| 5 | Prime Capital FinancialCRD 288712 | Overland Park | $39.1B | 261 | 55,376 | 22,129 | 48% | Jun 2026 |
| 6 | Palmer Square Capital Management LLCCRD 155697 | Mission Woods | $25.6B | 33 | 159 | 47 | 1% | Aug 2026 |
| 7 | Mariner Advisor NetworkCRD 283824 | Overland Park | $9.6B | 150 | 27,362 | 16,100 | 97% | May 2026 |
| 8 | Palmer Square Europe Capital Management LLCCRD 310321 | Mission Woods | $9.2B | 33 | 27 | n.d. | 0% | Mar 2026 |
| 9 | Tortoise Capital Advisors, L.L.C.CRD 123711 | Overland Park | $8.9B | 15 | 344 | 264 | 6% | Apr 2026 |
| 10 | Mariner IndependentCRD 305418 | Overland Park | $7.3B | 106 | 14,426 | 4,261 | 96% | Aug 2026 |
| 11 | Kornitzer Capital Management, Inc.CRD 111087 | Mission | $6.5B | 25 | 5,080 | 1,888 | 46% | Jun 2026 |
| 12 | Creativeone Wealth, LLCCRD 281213 | Overland Park | $6.3B | 203 | 35,425 | 22,064 | 93% | May 2026 |
| 13 | Cetera Planning PartnersCRD 129625 | Leawood | $4.2B | 33 | 14,107 | 4,748 | 97% | Aug 2026 |
| 14 | Two West Capital Advisors LLCCRD 154543 | Overland Park | $3.9B | 15 | 650 | 366 | 7% | Aug 2026 |
| 15 | FAS Wealth Partners, Inc.CRD 109796 | Leawood | $3.8B | 20 | 5,110 | 1,524 | 97% | Feb 2026 |
| 16 | Rocky Mountain Advisers, LLCCRD 148479 | Salina | $3.1B | 4 | 440 | 238 | 20% | Mar 2026 |
| 17 | Veta Investment Partners, LLCCRD 309023 | Lawrence | $2.8B | 2 | 4 | n.d. | 0% | Aug 2026 |
| 18 | MarinerCRD 151664 | Overland Park, | $2.8B | 7 | 6,147 | 3,537 | 100% | Aug 2026 |
| 19 | Creativeone Securities, LLCCRD 152974 | Overland Park | $2.5B | 123 | 12,485 | 12,362 | 89% | May 2026 |
| 20 | Columbia Capital Management, LLCCRD 112773 | Merriam | $2.1B | 6 | 110 | n.d. | 0% | Mar 2026 |
| 21 | Caliber Wealth Management, LLCCRD 331165 | Overland Park | $1.8B | 15 | 5,992 | 1,668 | 100% | Aug 2026 |
| 22 | Fortis Capital Advisors, LLCCRD 309709 | Prairie Village | $1.6B | 57 | 4,475 | 2,127 | 94% | Jun 2026 |
| 23 | CGN Advisors, LLCCRD 159359 | Manhattan | $1.6B | 37 | 4,023 | 1,281 | 94% | Jul 2026 |
| 24 | Kavar Capital PartnersCRD 311744 | Leawood | $1.6B | 5 | 419 | 449 | 82% | Mar 2026 |
| 25 | Triad Wealth Partners, LLCCRD 326523 | Lawrence | $1.5B | 33 | 8,187 | 3,896 | 100% | Aug 2026 |
| 26 | Triune Financial Partners, LLCCRD 152277 | Overland Park | $1.5B | 11 | 2,584 | 770 | 81% | Mar 2026 |
| 27 | Sunesis Advisors, LLCCRD 159114 | Overland Park | $1.5B | 3 | 527 | 15 | 97% | Mar 2026 |
| 28 | FCI AdvisorsCRD 106398 | Overland Park | $1.5B | 6 | 715 | 449 | 11% | Mar 2026 |
| 29 | Keating Financial Advisory ServicesCRD 142772 | Manhattan | $1.5B | 25 | 6,516 | 4,994 | 89% | Mar 2026 |
| 30 | Lexaurum AdvisorsCRD 283653 | Overland Park | $1.3B | 31 | 5,599 | 2,189 | 98% | Jul 2026 |
| 31 | Keen Wealth AdvisorsCRD 170293 | Overland Park | $1.2B | 30 | 2,916 | 1,014 | 99% | Mar 2026 |
| 32 | Palmer Square BDC Advisor LLCCRD 306742 | Mission Woods | $1.2B | 33 | 1 | 0 | 0% | Mar 2026 |
| 33 | Dean Capital ManagementCRD 145666 | Overland Park | $1.1B | 5 | 490 | 0 | 0% | Jun 2026 |
| 34 | Financial Partners Group, Inc.CRD 288644 | Overland Park | $1.1B | 9 | 3,587 | 1,213 | 99% | Mar 2026 |
| 35 | Waterfront Wealth Inc.CRD 173220 | Overland Park | $1.1B | 9 | 3,224 | 792 | 95% | Aug 2026 |
| 36 | Adamsbrown Wealth Consultants LLCCRD 308410 | Wichita | $1.1B | 17 | 5,018 | 1,818 | 83% | Aug 2026 |
| 37 | Stepp & Rothwell IncCRD 107999 | Overland Park | $1.1B | 10 | 2,283 | 339 | 98% | Mar 2026 |
| 38 | McD-Kissner GP, LLCCRD 336165 | Overland Park | $1.0B | 5 | 3 | n.d. | 0% | Mar 2026 |
| 39 | Wealth Alliance Advisory Group, LLCCRD 290329 | Wichita | $978.6M | 7 | 982 | 916 | 77% | Jun 2026 |
| 40 | Legacy Financial Strategies, LLCCRD 283553 | Overland Park | $952.0M | 12 | 2,090 | 635 | 81% | Jul 2026 |
| 41 | Prevail Innovative Wealth Advisors, LLCCRD 288641 | Leawood | $931.8M | 31 | 2,149 | 788 | 71% | Apr 2026 |
| 42 | PCG Wealth ManagementCRD 290977 | Overland Park | $931.1M | 24 | 4,710 | 1,819 | 95% | Jun 2026 |
| 43 | Canvas Wealth Advisors, LLCCRD 306343 | Shawnee | $929.2M | 11 | 3,033 | 537 | 93% | Aug 2026 |
| 44 | Clayton Wealth PartnersCRD 105898 | Topeka | $909.8M | 8 | 1,876 | 716 | 85% | Mar 2026 |
| 45 | Greenup Street Wealth Management LLCCRD 311391 | Overland Park | $900.4M | 18 | 2,943 | 973 | 99% | Apr 2026 |
| 46 | United Capital Management of Kansas, Inc.CRD 157755 | Salina | $884.8M | 23 | 3,738 | 1,602 | 91% | Aug 2026 |
| 47 | Mitchell Capital Management CoCRD 106338 | Leawood | $847.3M | 7 | 876 | 317 | 68% | Mar 2026 |
| 48 | TFB Advisors, LLCCRD 321870 | Overland Park | $840.2M | 19 | 2,832 | 1,326 | 95% | Apr 2026 |
| 49 | Pinion Wealth Management, LLCCRD 114556 | Wichita | $837.1M | 8 | 1,599 | 496 | 62% | May 2026 |
| 50 | Paragon Capital Management LLCCRD 108168 | Overland Park | $739.8M | 8 | 785 | 350 | 100% | Jul 2026 |
02 · By city
Where in Kansas the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Overland Park72 · $684.7B
- Leawood12 · $13.8B
- Topeka9 · $53.1B
- Wichita8 · $4.8B
- Lawrence6 · $5.6B
- Mission Woods6 · $37.0B
- Salina3 · $4.2B
- Lenexa2 · $667.9M
- Manhattan2 · $3.1B
- Merriam2 · $2.1B
- Mission2 · $7.1B
- Prairie Village2 · $1.7B
- Ellsworth1 · $128.5M
- Fairway1 · $28.7M
- Mcpherson1 · $174.5M
- Overland Park,1 · $2.8B
- Seneca1 · $198.5M
- Shawnee1 · $929.2M
- Silver Lake1 · $184.9M
03 · Questions
Questions people ask about RIAs in Kansas
- How many RIAs are in Kansas?
- 133 RIAs registered with the SEC list a main office in Kansas in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Kansas?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Kansas is Creative Planning in Overland Park, at $295.6B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Kansas RIAs manage more than $1 billion?
- 38 of the 133 SEC-registered RIAs headquartered in Kansas report regulatory assets under management of $1 billion or more. The median firm in the state reports $456.3M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.