Adviser Record

Investment advisers in Overland Park, KS

73 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in KS

FirmAssetsEmployeesDisclosures
Creative Planning$295.57 billion1,6503
Onedigital$155.41 billion6485
Mariner$125.41 billion1,8892
Prime Capital Financial$39.14 billion4600
Mariner Advisor Network$9.57 billion1740
Tortoise Capital Advisors, L.L.C.$8.93 billion340
Mariner Independent$7.34 billion1612
Creativeone Wealth, LLC$6.25 billion2224
Two West Capital Advisors LLC$3.89 billion150
Mariner$2.77 billion130
Creativeone Securities, LLC$2.54 billion1963
Caliber Wealth Management, LLC$1.76 billion240
Triune Financial Partners, LLC$1.52 billion240
Sunesis Advisors, LLC$1.48 billion80
Fci Advisors$1.47 billion220
Lexaurum Advisors$1.27 billion500
Keen Wealth Advisors$1.23 billion300
Dean Capital Management$1.15 billion60
Financial Partners Group, Inc.$1.15 billion90
Waterfront Wealth Inc.$1.14 billion142
Stepp & Rothwell Inc$1.06 billion250
Mcd-kissner Gp, LLC$1.02 billion50
Legacy Financial Strategies, LLC$952.0 million160
Pcg Wealth Management$931.1 million240
Greenup Street Wealth Management LLC$900.4 million200
Tfb Advisors, LLC$840.2 million230
Paragon Capital Management LLC$739.8 million100
Aspyre Wealth Partners$668.3 million170
Bcwm$665.2 million120
Steffes Financial, Ltd$611.5 million40
Midwest Financial Group LLC$566.1 million90
Searcy Financial Services, Inc.$514.0 million90
Phd Retirement Consulting$506.2 million50
Postrock Partners LLC$489.1 million50
Yukon Wealth Management, Inc.$467.4 million41
Nova R Wealth, Inc.$452.6 million83
Providence Financial Advisors, LLC$428.1 million50
Legacy Investment Partners, LLC$403.1 million40
Mn Wealth Advisors, LLC$394.2 million50
S&a Financial Services, Inc.$392.3 million70
One Advisory Partners, LLC$369.5 million110
Fortune Financial Advisors, LLC$322.6 million60
Windward Private Wealth Management Inc.$309.6 million90
Sound Stewardship, LLC$284.6 million110
Centerpoint Advisory Group, LLC$276.3 million70
Storyone Family Office$259.4 million80
Mokan Wealth Management$250.3 million41
Tyr Capital Advisors, LLC$244.1 million190
Demarche$228.4 million220
Cabin Advisors, LLC$220.2 million151
Insight Financial Services$213.8 million110
Cornerstone Securities LLC$210.0 million100
Freestate Advisors LLC$181.8 million90
Balanced Financial Planning, Inc.$181.3 million30
Collaborative Portfolio Management$178.7 million40
Glass Lakes Capital Management LLC$178.3 million20
Novadius Wealth Management$168.2 million60
Curtis Capital Advisors$165.5 million20
Rpr Financial$162.1 million40
Quantum Financial Partners LLC$148.6 million92
Davis Financial Management, Inc.$144.6 million10
Rsg Investments LLC$140.5 million250
Silverhawk Capital Partners, LLC$137.2 million50
Konza Global Wealth Group$125.2 million20
Beyond Wealth$122.5 million40
Kompass Kapital Advisors, LLC$116.6 million20
Engage Wealth Advisors, LLC$112.1 million51
Allos Investment Advisors, LLC$73.6 million90
Onedigital Asset Management$762,31030
Mariner Wealth$0650
Sanders Booze Capital Advisors, LLC$020
Lockton Investment Advisors, LLC$0240
Demarche$0220