Financial advisers in Overland Park, KS
71 registered investment adviser firms in Overland Park managing $687.4B in assets, based on public SEC Form ADV filings.
Creative Planning
Overland Park, KS · Est. 1983
- AUM
- $295.6B
- Per adviser
- $192M
- Advisers
- 1,538
Onedigital
Overland Park, KS · Est. 1992
- AUM
- $155.4B
- Per adviser
- $423M
- Advisers
- 367
Mariner
Overland Park, KS · Est. 2006
- AUM
- $125.4B
- Per adviser
- $134M
- Advisers
- 933
Prime Capital Financial
Overland Park, KS · Est. 2017
- AUM
- $39.1B
- Per adviser
- $150M
- Advisers
- 261
No reported disclosures
Mariner Advisor Network
Overland Park, KS · Est. 2016
- AUM
- $9.6B
- Per adviser
- $64M
- Advisers
- 150
No reported disclosures
Tortoise Capital Advisors, L.L.C.
Overland Park, KS · Est. 2002
- AUM
- $8.9B
- Per adviser
- $595M
- Advisers
- 15
No reported disclosures
Mariner Independent
Overland Park, KS · Est. 2019
- AUM
- $7.3B
- Per adviser
- $69M
- Advisers
- 106
No reported disclosures
Creativeone Wealth, LLC
Overland Park, KS · Est. 2015
- AUM
- $6.3B
- Per adviser
- $31M
- Advisers
- 203
Two West Capital Advisors LLC
Overland Park, KS · Est. 2012
- AUM
- $3.9B
- Per adviser
- $259M
- Advisers
- 15
No reported disclosures
Mariner
Overland Park,, KS · Est. 2010
- AUM
- $2.8B
- Per adviser
- $396M
- Advisers
- 7
No reported disclosures
Creativeone Securities, LLC
Overland Park, KS · Est. 2013
- AUM
- $2.5B
- Per adviser
- $21M
- Advisers
- 123
No reported disclosures
Caliber Wealth Management, LLC
Overland Park, KS · Est. 2024
- AUM
- $1.8B
- Per adviser
- $118M
- Advisers
- 15
No reported disclosures
Triune Financial Partners, LLC
Overland Park, KS · Est. 2010
- AUM
- $1.5B
- Per adviser
- $138M
- Advisers
- 11
No reported disclosures
Sunesis Advisors, LLC
Overland Park, KS · Est. 2011
- AUM
- $1.5B
- Per adviser
- $495M
- Advisers
- 3
No reported disclosures
Fci Advisors
Overland Park, KS · Est. 1995
- AUM
- $1.5B
- Per adviser
- $245M
- Advisers
- 6
No reported disclosures
Lexaurum Advisors
Overland Park, KS · Est. 2016
- AUM
- $1.3B
- Per adviser
- $41M
- Advisers
- 31
No reported disclosures
Keen Wealth Advisors
Overland Park, KS · Est. 2014
- AUM
- $1.2B
- Per adviser
- $41M
- Advisers
- 30
No reported disclosures
Dean Capital Management
Overland Park, KS · Est. 2008
- AUM
- $1.1B
- Per adviser
- $230M
- Advisers
- 5
No reported disclosures
Financial Partners Group, INC.
Overland Park, KS · Est. 2017
- AUM
- $1.1B
- Per adviser
- $127M
- Advisers
- 9
No reported disclosures
Waterfront Wealth INC.
Overland Park, KS · Est. 2017
- AUM
- $1.1B
- Per adviser
- $126M
- Advisers
- 9
Stepp & Rothwell INC
Overland Park, KS · Est. 1998
- AUM
- $1.1B
- Per adviser
- $106M
- Advisers
- 10
No reported disclosures
Mcd-Kissner Gp, LLC
Overland Park, KS · Est. 2026
- AUM
- $1.0B
- Per adviser
- $204M
- Advisers
- 5
No reported disclosures
Legacy Financial Strategies, LLC
Overland Park, KS · Est. 2016
- AUM
- $952M
- Per adviser
- $79M
- Advisers
- 12
No reported disclosures
Pcg Wealth Management
Overland Park, KS · Est. 2017
- AUM
- $931M
- Per adviser
- $39M
- Advisers
- 24
No reported disclosures
Greenup Street Wealth Management LLC
Overland Park, KS · Est. 2021
- AUM
- $900M
- Per adviser
- $50M
- Advisers
- 18
No reported disclosures
Tfb Advisors, LLC
Overland Park, KS · Est. 2022
- AUM
- $840M
- Per adviser
- $44M
- Advisers
- 19
No reported disclosures
Paragon Capital Management LLC
Overland Park, KS · Est. 1998
- AUM
- $740M
- Per adviser
- $92M
- Advisers
- 8
No reported disclosures
Aspyre Wealth Partners
Overland Park, KS · Est. 2000
- AUM
- $668M
- Per adviser
- $84M
- Advisers
- 8
No reported disclosures
Bcwm
Overland Park, KS · Est. 2007
- AUM
- $665M
- Per adviser
- $83M
- Advisers
- 8
No reported disclosures
Steffes Financial, Ltd
Overland Park, KS · Est. 2005
- AUM
- $611M
- Per adviser
- $204M
- Advisers
- 3
No reported disclosures
Midwest Financial Group LLC
Overland Park, KS · Est. 2015
- AUM
- $566M
- Per adviser
- $63M
- Advisers
- 9
No reported disclosures
Searcy Financial Services, INC.
Overland Park, KS · Est. 1981
- AUM
- $514M
- Per adviser
- $57M
- Advisers
- 9
No reported disclosures
Phd Retirement Consulting
Overland Park, KS · Est. 2019
- AUM
- $506M
- Per adviser
- $169M
- Advisers
- 3
No reported disclosures
Postrock Partners LLC
Overland Park, KS · Est. 2023
- AUM
- $489M
- Per adviser
- $98M
- Advisers
- 5
No reported disclosures
Yukon Wealth Management, INC.
Overland Park, KS · Est. 2015
- AUM
- $467M
- Per adviser
- $234M
- Advisers
- 2
Nova R Wealth, INC.
Overland Park, KS · Est. 2014
- AUM
- $453M
- Per adviser
- $113M
- Advisers
- 4
Providence Financial Advisors, LLC
Overland Park, KS · Est. 2023
- AUM
- $428M
- Per adviser
- $107M
- Advisers
- 4
No reported disclosures
Legacy Investment Partners, LLC
Overland Park, KS · Est. 2004
- AUM
- $403M
- Per adviser
- $134M
- Advisers
- 3
No reported disclosures
Mn Wealth Advisors, LLC
Overland Park, KS · Est. 2022
- AUM
- $394M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
S&A Financial Services, INC.
Overland Park, KS · Est. 2000
- AUM
- $392M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
One Advisory Partners, LLC
Overland Park, KS · Est. 2012
- AUM
- $370M
- Per adviser
- $41M
- Advisers
- 9
No reported disclosures
Fortune Financial Advisors, LLC
Overland Park, KS · Est. 2013
- AUM
- $323M
- Per adviser
- $54M
- Advisers
- 6
No reported disclosures
Windward Private Wealth Management INC.
Overland Park, KS · Est. 2014
- AUM
- $310M
- Per adviser
- $52M
- Advisers
- 6
No reported disclosures
Sound Stewardship, LLC
Overland Park, KS · Est. 2017
- AUM
- $285M
- Per adviser
- $36M
- Advisers
- 8
No reported disclosures
Centerpoint Advisory Group, LLC
Overland Park, KS · Est. 2022
- AUM
- $276M
- Per adviser
- $55M
- Advisers
- 5
No reported disclosures
Storyone Family Office
Overland Park, KS · Est. 2024
- AUM
- $259M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
Mokan Wealth Management
Overland Park, KS · Est. 2024
- AUM
- $250M
- Per adviser
- $83M
- Advisers
- 3
No reported disclosures
Tyr Capital Advisors, LLC
Overland Park, KS · Est. 2023
- AUM
- $244M
- Per adviser
- $27M
- Advisers
- 9
No reported disclosures
Demarche
Overland Park, KS · Est. 2008
- AUM
- $228M
- Per adviser
- $14M
- Advisers
- 16
No reported disclosures
Cabin Advisors, LLC
Overland Park, KS · Est. 2025
- AUM
- $220M
- Per adviser
- $17M
- Advisers
- 13
Insight Financial Services
Overland Park, KS · Est. 2017
- AUM
- $214M
- Per adviser
- $36M
- Advisers
- 6
No reported disclosures
Cornerstone Securities LLC
Overland Park, KS · Est. 2025
- AUM
- $210M
- Per adviser
- $21M
- Advisers
- 10
No reported disclosures
Freestate Advisors LLC
Overland Park, KS · Est. 2015
- AUM
- $182M
- Per adviser
- $20M
- Advisers
- 9
No reported disclosures
Balanced Financial Planning, INC.
Overland Park, KS · Est. 2021
- AUM
- $181M
- Per adviser
- $181M
- Advisers
- 1
No reported disclosures
Collaborative Portfolio Management
Overland Park, KS · Est. 2024
- AUM
- $179M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
Glass Lakes Capital Management LLC
Overland Park, KS · Est. 2026
- AUM
- $178M
- Per adviser
- $89M
- Advisers
- 2
No reported disclosures
Novadius Wealth Management
Overland Park, KS · Est. 2018
- AUM
- $168M
- Per adviser
- $28M
- Advisers
- 6
No reported disclosures
Curtis Capital Advisors
Overland Park, KS · Est. 2025
- AUM
- $166M
- Per adviser
- $83M
- Advisers
- 2
No reported disclosures
Rpr Financial
Overland Park, KS · Est. 2024
- AUM
- $162M
- Per adviser
- $41M
- Advisers
- 4
No reported disclosures
Quantum Financial Partners LLC
Overland Park, KS · Est. 2026
- AUM
- $149M
- Per adviser
- $21M
- Advisers
- 7
No reported disclosures
Davis Financial Management, INC.
Overland Park, KS · Est. 2024
- AUM
- $145M
- Per adviser
- $145M
- Advisers
- 1
No reported disclosures
Rsg Investments LLC
Overland Park, KS · Est. 2025
- AUM
- $141M
- Per adviser
- $23M
- Advisers
- 6
No reported disclosures
Silverhawk Capital Partners, LLC
Overland Park, KS · Est. 2016
- AUM
- $137M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures
Konza Global Wealth Group
Overland Park, KS · Est. 2024
- AUM
- $125M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Beyond Wealth
Overland Park, KS · Est. 2026
- AUM
- $122M
- Per adviser
- $41M
- Advisers
- 3
No reported disclosures
Kompass Kapital Advisors, LLC
Overland Park, KS · Est. 2025
- AUM
- $117M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Allos Investment Advisors, LLC
Overland Park, KS · Est. 2011
- AUM
- $74M
- Per adviser
- $8M
- Advisers
- 9
No reported disclosures
Onedigital Asset Management
Overland Park, KS · Est. 2023
- AUM
- $762,310
- Per adviser
- $762,310
- Advisers
- 1
No reported disclosures
Demarche
Overland Park, KS · Est. 1976
- AUM
- —
- Per adviser
- —
- Advisers
- 16
No reported disclosures
Sanders Booze Capital Advisors, LLC
Overland Park, KS · Est. 2008
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Mariner Wealth
Overland Park, KS · Est. 2017
- AUM
- —
- Per adviser
- —
- Advisers
- 65
No reported disclosures