AdvisorGrade

Registered investment advisers in Kansas

133 firms in Kansas representing $822.8B in assets under management, sourced from public SEC Form ADV filings.

Cities

Creative Planning

Overland Park, KS · Est. 1983

4.8(400)NationalInternational
Fee-based
AUM
$295.6B
Per adviser
$192M
Advisers
1,538

Onedigital

Overland Park, KS · Est. 1992

NationalInternational
Fee-based
AUM
$155.4B
Per adviser
$423M
Advisers
367

Mariner

Overland Park, KS · Est. 2006

NationalInternational
Fee-based
AUM
$125.4B
Per adviser
$134M
Advisers
933

Ae Wealth Management, LLC

Topeka, KS · Est. 2016

National
Fee-based
AUM
$49.8B
Per adviser
$111M
Advisers
448

Prime Capital Financial

Overland Park, KS · Est. 2017

NationalInternational
Fee-based
AUM
$39.1B
Per adviser
$150M
Advisers
261

No reported disclosures

Palmer Square Capital Management LLC

Mission Woods, KS · Est. 2011

RegionalInternational
Fee-only
AUM
$25.6B
Per adviser
$775M
Advisers
33

Mariner Advisor Network

Overland Park, KS · Est. 2016

NationalInternational
Fee-based
AUM
$9.6B
Per adviser
$64M
Advisers
150

No reported disclosures

Palmer Square Europe Capital Management LLC

Mission Woods, KS · Est. 2020

RegionalInternational
Fee-only
AUM
$9.2B
Per adviser
$280M
Advisers
33

Tortoise Capital Advisors, L.L.C.

Overland Park, KS · Est. 2002

Regional
Fee-only
AUM
$8.9B
Per adviser
$595M
Advisers
15

No reported disclosures

Mariner Independent

Overland Park, KS · Est. 2019

NationalInternational
Fee-based
AUM
$7.3B
Per adviser
$69M
Advisers
106

No reported disclosures

Kornitzer Capital Management, INC.

Mission, KS · Est. 1989

Regional
Fee-based
AUM
$6.5B
Per adviser
$260M
Advisers
25

Creativeone Wealth, LLC

Overland Park, KS · Est. 2015

National
Fee-based
AUM
$6.3B
Per adviser
$31M
Advisers
203

The Retirement Planning Group, LLC

Leawood, KS · Est. 2004

Regional
Fee-based
AUM
$4.2B
Per adviser
$126M
Advisers
33

No reported disclosures

Two West Capital Advisors LLC

Overland Park, KS · Est. 2012

Regional
Fee-based
AUM
$3.9B
Per adviser
$259M
Advisers
15

No reported disclosures

Fas Wealth Partners, INC.

Leawood, KS · Est. 1983

Regional
Fee-based
AUM
$3.8B
Per adviser
$189M
Advisers
20

No reported disclosures

Rocky Mountain Advisers, LLC

Salina, KS · Est. 2009

Regional
Fee-based
AUM
$3.1B
Per adviser
$787M
Advisers
4

No reported disclosures

Veta Investment Partners, LLC

Lawrence, KS · Est. 2020

Regional
Fee-based
AUM
$2.8B
Per adviser
$1.4B
Advisers
2

No reported disclosures

Mariner

Overland Park,, KS · Est. 2010

Regional
Fee-only
AUM
$2.8B
Per adviser
$396M
Advisers
7

No reported disclosures

Creativeone Securities, LLC

Overland Park, KS · Est. 2013

National
Fee-only
AUM
$2.5B
Per adviser
$21M
Advisers
123

No reported disclosures

Columbia Capital Management, LLC

Merriam, KS · Est. 1998

Regional
Fee-based
AUM
$2.1B
Per adviser
$348M
Advisers
6

No reported disclosures

Caliber Wealth Management, LLC

Overland Park, KS · Est. 2024

Local
Fee-based
AUM
$1.8B
Per adviser
$118M
Advisers
15

No reported disclosures

Fortis Capital Advisors, LLC

Prairie Village, KS · Est. 2020

NationalInternational
Fee-based
AUM
$1.6B
Per adviser
$28M
Advisers
57

No reported disclosures

Cgn Advisors, LLC

Manhattan, KS · Est. 2011

National
Fee-based
AUM
$1.6B
Per adviser
$41M
Advisers
39

Kavar Capital Partners

Leawood, KS · Est. 2021

Local
Fee-based
AUM
$1.6B
Per adviser
$316M
Advisers
5

No reported disclosures

Triad Wealth Partners, LLC

Lawrence, KS · Est. 2023

National
Fee-based
AUM
$1.5B
Per adviser
$46M
Advisers
33

No reported disclosures

Triune Financial Partners, LLC

Overland Park, KS · Est. 2010

LocalInternational
Fee-based
AUM
$1.5B
Per adviser
$138M
Advisers
11

No reported disclosures

Sunesis Advisors, LLC

Overland Park, KS · Est. 2011

Local
Fee-based
AUM
$1.5B
Per adviser
$495M
Advisers
3

No reported disclosures

Fci Advisors

Overland Park, KS · Est. 1995

Local
Fee-only
AUM
$1.5B
Per adviser
$245M
Advisers
6

No reported disclosures

Keating Financial Advisory Services

Manhattan, KS · Est. 2022

Regional
Fee-based
AUM
$1.5B
Per adviser
$58M
Advisers
25

No reported disclosures

Lexaurum Advisors

Overland Park, KS · Est. 2016

NationalInternational
Fee-based
AUM
$1.3B
Per adviser
$41M
Advisers
31

No reported disclosures

Keen Wealth Advisors

Overland Park, KS · Est. 2014

Local
Fee-based
AUM
$1.2B
Per adviser
$41M
Advisers
30

No reported disclosures

Palmer Square Bdc Advisor LLC

Mission Woods, KS · Est. 2020

Local
Fee-only
AUM
$1.2B
Per adviser
$37M
Advisers
33

Dean Capital Management

Overland Park, KS · Est. 2008

Regional
Fee-only
AUM
$1.1B
Per adviser
$230M
Advisers
5

No reported disclosures

Financial Partners Group, INC.

Overland Park, KS · Est. 2017

Local
Fee-based
AUM
$1.1B
Per adviser
$127M
Advisers
9

No reported disclosures

Waterfront Wealth INC.

Overland Park, KS · Est. 2017

Local
Fee-based
AUM
$1.1B
Per adviser
$126M
Advisers
9

Adamsbrown Wealth Consultants LLC

Wichita, KS · Est. 2020

Regional
Fee-based
AUM
$1.1B
Per adviser
$66M
Advisers
17

No reported disclosures

Stepp & Rothwell INC

Overland Park, KS · Est. 1998

Local
Fee-based
AUM
$1.1B
Per adviser
$106M
Advisers
10

No reported disclosures

Mcd-Kissner Gp, LLC

Overland Park, KS · Est. 2026

Local
Fee-based
AUM
$1.0B
Per adviser
$204M
Advisers
5

No reported disclosures

Wealth Alliance Advisory Group, LLC

Wichita, KS · Est. 2017

Local
Fee-based
AUM
$979M
Per adviser
$140M
Advisers
7

No reported disclosures

Legacy Financial Strategies, LLC

Overland Park, KS · Est. 2016

Local
Fee-based
AUM
$952M
Per adviser
$79M
Advisers
12

No reported disclosures

Prevail Innovative Wealth Advisors, LLC

Leawood, KS · Est. 2022

Local
Fee-based
AUM
$932M
Per adviser
$30M
Advisers
31

No reported disclosures

Pcg Wealth Management

Overland Park, KS · Est. 2017

Regional
Fee-based
AUM
$931M
Per adviser
$39M
Advisers
24

No reported disclosures

Canvas Wealth Advisors, LLC

Shawnee, KS · Est. 2019

Local
Fee-based
AUM
$929M
Per adviser
$93M
Advisers
10

No reported disclosures

Clayton Wealth Partners

Topeka, KS · Est. 1982

Local
Fee-based
AUM
$910M
Per adviser
$114M
Advisers
8

No reported disclosures

Greenup Street Wealth Management LLC

Overland Park, KS · Est. 2021

LocalInternational
Fee-based
AUM
$900M
Per adviser
$50M
Advisers
18

No reported disclosures

United Capital Management Of Kansas, INC.

Salina, KS · Est. 2014

Regional
Fee-based
AUM
$885M
Per adviser
$38M
Advisers
23

No reported disclosures

Mitchell Capital Management Co

Leawood, KS · Est. 1987

Local
Fee-only
AUM
$847M
Per adviser
$121M
Advisers
7

No reported disclosures

Tfb Advisors, LLC

Overland Park, KS · Est. 2022

Regional
Fee-based
AUM
$840M
Per adviser
$44M
Advisers
19

No reported disclosures

Pinion Wealth Management, LLC

Wichita, KS · Est. 2004

Regional
Fee-based
AUM
$837M
Per adviser
$105M
Advisers
8

No reported disclosures

Sunflower Wealth Advisors LLC

Salina, KS · Est. 2015

Local
Fee-based
AUM
$813M
Per adviser
$271M
Advisers
3

No reported disclosures

Paragon Capital Management LLC

Overland Park, KS · Est. 1998

Local
Fee-only
AUM
$740M
Per adviser
$92M
Advisers
8

No reported disclosures

Aspyre Wealth Partners

Overland Park, KS · Est. 2000

Local
Fee-based
AUM
$668M
Per adviser
$84M
Advisers
8

No reported disclosures

Bcwm

Overland Park, KS · Est. 2007

Local
Fee-only
AUM
$665M
Per adviser
$83M
Advisers
8

No reported disclosures

503 Capital Partners, LLC

Leawood, KS · Est. 2024

Local
Fee-only
AUM
$636M
Per adviser
$71M
Advisers
9

No reported disclosures

Carlson Financial

Topeka, KS · Est. 2018

Regional
Fee-only
AUM
$632M
Per adviser
$63M
Advisers
10

No reported disclosures

Steffes Financial, Ltd

Overland Park, KS · Est. 2005

Local
Fee-only
AUM
$611M
Per adviser
$204M
Advisers
3

No reported disclosures

Endeavor Private Wealth, INC.

Topeka, KS · Est. 2021

Regional
Fee-based
AUM
$595M
Per adviser
$66M
Advisers
9

No reported disclosures

Mattern Wealth Management LLC

Lawrence, KS · Est. 2019

Local
Fee-based
AUM
$579M
Per adviser
$193M
Advisers
3

No reported disclosures

Westward Investment Advisory

Mission, KS · Est. 2020

Local
Fee-based
AUM
$572M
Per adviser
$191M
Advisers
3

No reported disclosures

Midwest Financial Group LLC

Overland Park, KS · Est. 2015

Local
Fee-based
AUM
$566M
Per adviser
$63M
Advisers
9

No reported disclosures

Prairie Advisory, LLC

Leawood, KS · Est. 2026

Regional
Fee-based
AUM
$554M
Per adviser
$62M
Advisers
9

No reported disclosures

Searcy Financial Services, INC.

Overland Park, KS · Est. 1981

Regional
Fee-based
AUM
$514M
Per adviser
$57M
Advisers
9

No reported disclosures

Phd Retirement Consulting

Overland Park, KS · Est. 2019

Local
Fee-based
AUM
$506M
Per adviser
$169M
Advisers
3

No reported disclosures

Great Range Capital, LLC

Mission Woods, KS · Est. 2022

Local
Fee-only
AUM
$495M
Per adviser
$38M
Advisers
13

No reported disclosures

Redstone Advisors INC

Wichita, KS · Est. 1991

Local
Fee-based
AUM
$491M
Per adviser
$98M
Advisers
5

No reported disclosures

Postrock Partners LLC

Overland Park, KS · Est. 2023

Local
Fee-based
AUM
$489M
Per adviser
$98M
Advisers
5

No reported disclosures

Yukon Wealth Management, INC.

Overland Park, KS · Est. 2015

Local
Fee-only
AUM
$467M
Per adviser
$234M
Advisers
2

Agh Wealth Advisors, LLC

Wichita, KS · Est. 2008

Local
Fee-only
AUM
$456M
Per adviser
$76M
Advisers
6

No reported disclosures

Nova R Wealth, INC.

Overland Park, KS · Est. 2014

Local
Fee-based
AUM
$453M
Per adviser
$113M
Advisers
4

Etf Portfolio Partners, INC.

Leawood, KS · Est. 2015

Local
Fee-only
AUM
$431M
Per adviser
$108M
Advisers
4

Providence Financial Advisors, LLC

Overland Park, KS · Est. 2023

Local
Fee-based
AUM
$428M
Per adviser
$107M
Advisers
4

No reported disclosures

Market Investment Group, LLC

Wichita, KS · Est. 2025

Regional
Fee-based
AUM
$416M
Per adviser
$22M
Advisers
19

No reported disclosures

Whetstone Capital Advisors

Mission Woods, KS · Est. 2014

Local
Fee-based
AUM
$415M
Per adviser
$104M
Advisers
4

No reported disclosures

Copper Financial

Lenexa, KS · Est. 2015

NationalInternational
Fee-based
AUM
$411M
Per adviser
$9M
Advisers
44

No reported disclosures

Legacy Investment Partners, LLC

Overland Park, KS · Est. 2004

Local
Fee-based
AUM
$403M
Per adviser
$134M
Advisers
3

No reported disclosures

Mn Wealth Advisors, LLC

Overland Park, KS · Est. 2022

Local
Fee-based
AUM
$394M
Per adviser
$131M
Advisers
3

No reported disclosures

S&A Financial Services, INC.

Overland Park, KS · Est. 2000

Local
Fee-only
AUM
$392M
Per adviser
$131M
Advisers
3

No reported disclosures

One Advisory Partners, LLC

Overland Park, KS · Est. 2012

Local
Fee-based
AUM
$370M
Per adviser
$41M
Advisers
9

No reported disclosures

Fortune Financial Advisors, LLC

Overland Park, KS · Est. 2013

Local
Fee-based
AUM
$323M
Per adviser
$54M
Advisers
6

No reported disclosures

Windward Private Wealth Management INC.

Overland Park, KS · Est. 2014

RegionalInternational
Fee-based
AUM
$310M
Per adviser
$52M
Advisers
6

No reported disclosures

Gentry Private Wealth

Wichita, KS · Est. 2022

Local
Fee-based
AUM
$308M
Per adviser
$77M
Advisers
4

No reported disclosures

Retirement Portfolios, LLC

Lawrence, KS · Est. 2025

Local
Fee-based
AUM
$290M
Per adviser
$145M
Advisers
2

No reported disclosures

Sound Stewardship, LLC

Overland Park, KS · Est. 2017

Local
Fee-based
AUM
$285M
Per adviser
$36M
Advisers
8

No reported disclosures

Centerpoint Advisory Group, LLC

Overland Park, KS · Est. 2022

LocalInternational
Fee-based
AUM
$276M
Per adviser
$55M
Advisers
5

No reported disclosures

Normandy Investment Advisors

Leawood, KS · Est. 2021

Regional
Fee-based
AUM
$273M
Per adviser
$55M
Advisers
5

No reported disclosures

Ofg Financial Services, INC.

Topeka, KS · Est. 2023

Regional
Fee-based
AUM
$271M
Per adviser
$9M
Advisers
30

No reported disclosures

Cornerstone Advisors

Topeka, KS · Est. 2017

Local
Fee-only
AUM
$265M
Per adviser
$133M
Advisers
2

No reported disclosures

Viawealth, LLC

Leawood, KS · Est. 2020

Local
Fee-based
AUM
$261M
Per adviser
$87M
Advisers
3

No reported disclosures

Storyone Family Office

Overland Park, KS · Est. 2024

LocalInternational
Fee-based
AUM
$259M
Per adviser
$65M
Advisers
4

No reported disclosures

Dogwood Wealth Management, LLC

Lenexa, KS · Est. 2022

Local
Fee-based
AUM
$257M
Per adviser
$64M
Advisers
4

No reported disclosures

Mokan Wealth Management

Overland Park, KS · Est. 2024

Local
Fee-based
AUM
$250M
Per adviser
$83M
Advisers
3

No reported disclosures

Tyr Capital Advisors, LLC

Overland Park, KS · Est. 2023

Local
Fee-only
AUM
$244M
Per adviser
$27M
Advisers
9

No reported disclosures

Retirewise Tax And Wealth Advisors, INC.

Topeka, KS · Est. 2024

Local
Fee-only
AUM
$243M
Per adviser
$35M
Advisers
7

No reported disclosures

Everest Wealth Management

Leawood, KS · Est. 2015

Local
Fee-only
AUM
$237M
Per adviser
$237M
Advisers
1

No reported disclosures

Rademacher Financial, INC.

Lawrence, KS · Est. 2018

Local
Fee-based
AUM
$234M
Per adviser
$47M
Advisers
5

No reported disclosures

Demarche

Overland Park, KS · Est. 2008

Local
Fee-based
AUM
$228M
Per adviser
$14M
Advisers
16

No reported disclosures

The Perspective Group

Lawrence, KS · Est. 2020

Local
Fee-based
AUM
$225M
Per adviser
$113M
Advisers
2

No reported disclosures

Cabin Advisors, LLC

Overland Park, KS · Est. 2025

Regional
Fee-based
AUM
$220M
Per adviser
$17M
Advisers
13

Insight Financial Services

Overland Park, KS · Est. 2017

Local
Fee-based
AUM
$214M
Per adviser
$36M
Advisers
6

No reported disclosures

Cornerstone Securities LLC

Overland Park, KS · Est. 2025

Regional
Fee-based
AUM
$210M
Per adviser
$21M
Advisers
10

No reported disclosures

Invisor

Seneca, KS · Est. 2025

Local
Fee-based
AUM
$199M
Per adviser
$50M
Advisers
4

No reported disclosures

Schwarz Investment Partners

Silver Lake, KS · Est. 2022

Local
Fee-only
AUM
$185M
Per adviser
$92M
Advisers
2

No reported disclosures

Freestate Advisors LLC

Overland Park, KS · Est. 2015

Regional
Fee-only
AUM
$182M
Per adviser
$20M
Advisers
9

No reported disclosures

Balanced Financial Planning, INC.

Overland Park, KS · Est. 2021

Local
Fee-based
AUM
$181M
Per adviser
$181M
Advisers
1

No reported disclosures

Collaborative Portfolio Management

Overland Park, KS · Est. 2024

Local
Fee-based
AUM
$179M
Per adviser
$45M
Advisers
4

No reported disclosures

Glass Lakes Capital Management LLC

Overland Park, KS · Est. 2026

LocalInternational
Fee-only
AUM
$178M
Per adviser
$89M
Advisers
2

No reported disclosures

Sjhl Financial Group

Mcpherson, KS · Est. 2022

Regional
Fee-based
AUM
$175M
Per adviser
$35M
Advisers
5

No reported disclosures

Douglass Investment Group

Wichita, KS · Est. 2024

Local
Fee-only
AUM
$174M
Per adviser
$87M
Advisers
2

No reported disclosures

Proactive Capital Management, INC.

Topeka, KS · Est. 2023

Local
Fee-based
AUM
$171M
Per adviser
$85M
Advisers
2

No reported disclosures

Novadius Wealth Management

Overland Park, KS · Est. 2018

Local
Fee-based
AUM
$168M
Per adviser
$28M
Advisers
6

No reported disclosures

Curtis Capital Advisors

Overland Park, KS · Est. 2025

Local
Fee-based
AUM
$166M
Per adviser
$83M
Advisers
2

No reported disclosures

Rpr Financial

Overland Park, KS · Est. 2024

LocalInternational
Fee-based
AUM
$162M
Per adviser
$41M
Advisers
4

No reported disclosures

Quantum Financial Partners LLC

Overland Park, KS · Est. 2026

Local
Fee-only
AUM
$149M
Per adviser
$21M
Advisers
7

No reported disclosures

Davis Financial Management, INC.

Overland Park, KS · Est. 2024

Local
Fee-based
AUM
$145M
Per adviser
$145M
Advisers
1

No reported disclosures

Rsg Investments LLC

Overland Park, KS · Est. 2025

Regional
Fee-only
AUM
$141M
Per adviser
$23M
Advisers
6

No reported disclosures

Silverhawk Capital Partners, LLC

Overland Park, KS · Est. 2016

Local
Fee-based
AUM
$137M
Per adviser
$27M
Advisers
5

No reported disclosures

Berkeley Capital Management, LLC

Ellsworth, KS · Est. 2025

Local
Fee-based
AUM
$128M
Per adviser
$43M
Advisers
3

No reported disclosures

Next Generation Investing, LLC

Topeka, KS · Est. 2021

Local
Fee-based
AUM
$128M
Per adviser
$43M
Advisers
3

No reported disclosures

Konza Global Wealth Group

Overland Park, KS · Est. 2024

Local
Fee-based
AUM
$125M
Per adviser
$63M
Advisers
2

No reported disclosures

Beyond Wealth

Overland Park, KS · Est. 2026

Local
Fee-based
AUM
$122M
Per adviser
$41M
Advisers
3

No reported disclosures

Kompass Kapital Advisors, LLC

Overland Park, KS · Est. 2025

Local
Fee-based
AUM
$117M
Per adviser
$58M
Advisers
2

No reported disclosures

Access Capital, LLC

Wichita, KS · Est. 2026

Local
Fee-based
AUM
$106M
Per adviser
$106M
Advisers
1

No reported disclosures

Palmer Square Private Credit Management LLC

Mission Woods, KS · Est. 2023

Local
Fee-only
AUM
$77M
Per adviser
$2M
Advisers
33

9 Stream Capital Partners LLC

Leawood, KS · Est. 2026

LocalInternational
Fee-only
AUM
$74M
Per adviser
$37M
Advisers
2

No reported disclosures

Allos Investment Advisors, LLC

Overland Park, KS · Est. 2011

Regional
Fee-based
AUM
$74M
Per adviser
$8M
Advisers
9

No reported disclosures

Centralis Capital LLC

Prairie Village, KS · Est. 2026

Local
Fee-only
AUM
$60M
Per adviser
$60M
Advisers
1

No reported disclosures

M3sixty Capital, LLC

Fairway, KS · Est. 2023

Local
Fee-only
AUM
$29M
Per adviser
$10M
Advisers
3

No reported disclosures

Ccm New Opportunities, LLC

Merriam, KS · Est. 2019

Local
Fee-based
AUM
$1M
Per adviser
$324,242.5
Advisers
4

No reported disclosures

Onedigital Asset Management

Overland Park, KS · Est. 2023

Local
Fee-based
AUM
$762,310
Per adviser
$762,310
Advisers
1

No reported disclosures

Demarche

Overland Park, KS · Est. 1976

Local
Fee-based
AUM
Per adviser
Advisers
16

No reported disclosures

Sanders Booze Capital Advisors, LLC

Overland Park, KS · Est. 2008

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Mariner Wealth

Overland Park, KS · Est. 2017

Local
Fee-based
AUM
Per adviser
Advisers
65

No reported disclosures

Pathway Financial Solutions, INC.

Salina, KS · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
4

No reported disclosures