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Wealth Management Firms (RIAs) in Kansas City

81 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Creative Planning is the largest: $295.6 billion through Creative Planning, LLC (filed ).

Mariner follows with $125.4 billion. The 80 advisers counted report $495.2 billion together; the ten largest hold 93% of it, and half report less than $399 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $495.2BN sitsThe 80 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $25BN and over85%2 firms
  2. $10BN to $25BN2%1 firm
  3. $5BN to $10BN3%2 firms
  4. $1BN to $5BN5%12 firms
  5. $500MM to $1BN3%18 firms
  6. Under $500MM2%45 firms

Latest Form ADV of each, filed Jan 2026 to Oct 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 80 are wealth managers and 1 is a wealth manager with a broker-dealer
81
Combined assets80 counted; as filed to Oct 2026
$495.2BN
Largest: Creative PlanningAs filed
$295.6BN
Median firmHalf of the 80 report less
$399MM
Held by the ten largestOf the $495.2BN combined
93%

Creative Planning, Mariner and Modern Wealth Management lead the Kansas City wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $473.9BN, 96% of the $495.2BN the 80 counted report.

  1. 1

    Creative Planning

    Wealth manager, Overland Park, KS

    $295.6BNRegulatory assets, Jul 2026

    56% high net worth, 32% pension plans, 7% other individuals

    Individual clients
    87,051
    Private funds
    5
  2. 2

    Mariner

    Wealth manager, Overland Park, KS

    $125.4BNRegulatory assets, Aug 2026

    84% high net worth, 9% other individuals, 3% banks

    Individual clients
    54,583
    Private funds
    2
  3. 3

    Modern Wealth Management

    Wealth manager, Kansas City, MO

    $10.9BNRegulatory assets, Jul 2026

    58% high net worth, 30% other individuals, 12% pension plans

    Individual clients
    11,524
  4. 4

    Mariner Advisor Network

    Wealth manager, Overland Park, KS

    $9.6BNRegulatory assets, May 2026

    58% high net worth, 40% other individuals, 1% charities

    Individual clients
    16,100
  5. 5

    Mariner Independent

    Wealth manager, Overland Park, KS

    $7.3BNRegulatory assets, Aug 2026

    81% high net worth, 15% other individuals, 4% businesses

    Individual clients
    4,261
  6. 6

    Cetera Planning Partners

    Wealth manager, Leawood, KS

    $4.2BNRegulatory assets, Sep 2026

    80% high net worth, 16% other individuals, 2% pension plans

    Individual clients
    4,748
  7. 7

    FAS Wealth Partners

    Wealth manager, Leawood, KS

    $3.8BNRegulatory assets, Feb 2026

    78% high net worth, 19% other individuals, 2% pension plans

    Individual clients
    1,524
  8. 8

    Atwood & Palmer

    Wealth manager, Kansas City, MO

    $2.0BNRegulatory assets, Aug 2026

    94% high net worth, 3% charities, 2% other individuals

    Individual clients
    511
  9. 9

    Caliber Wealth Management

    Wealth manager, Overland Park, KS

    $1.8BNRegulatory assets, Aug 2026

    76% high net worth, 24% other individuals

    Individual clients
    1,668
  10. 10

    Fortis Capital Advisors

    Wealth manager, Prairie Village, KS

    $1.6BNRegulatory assets, Sep 2026

    64% high net worth, 29% other individuals, 3% pension plans

    Individual clients
    2,127
  11. 11

    Kavar Capital Partners

    Wealth manager, Leawood, KS

    $1.6BNRegulatory assets, Mar 2026

    77% high net worth, 10% businesses, 6% pension plans

    Individual clients
    449
  12. 12

    Triune Financial Partners

    Wealth manager, Overland Park, KS

    $1.5BNRegulatory assets, Mar 2026

    69% high net worth, 19% pension plans, 12% other individuals

    Individual clients
    770
  13. 13

    Lexaurum Advisors

    Wealth manager, Overland Park, KS

    $1.3BNRegulatory assets, Jul 2026

    62% high net worth, 37% other individuals

    Individual clients
    2,189
  14. 14

    Keen Wealth Advisors

    Wealth manager, Overland Park, KS

    $1.2BNRegulatory assets, Mar 2026

    81% high net worth, 18% other individuals

    Individual clients
    1,014
  15. 15

    Financial Partners Group

    Wealth manager, Overland Park, KS

    $1.1BNRegulatory assets, Mar 2026

    78% high net worth, 21% other individuals

    Individual clients
    1,213
  16. 16

    Waterfront Wealth

    Wealth manager, Overland Park, KS

    $1.1BNRegulatory assets, Aug 2026

    82% high net worth, 13% other individuals, 3% charities

    Individual clients
    792
  17. 17

    Stepp & Rothwell

    Wealth manager, Overland Park, KS

    $1.1BNRegulatory assets, Sep 2026

    96% high net worth, 3% other individuals, 2% charities

    Individual clients
    339
  18. 18

    Legacy Financial Strategies

    Wealth manager, Overland Park, KS

    $952MMRegulatory assets, Jul 2026

    67% high net worth, 16% pension plans, 14% other individuals

    Individual clients
    635
  19. 19

    Prevail Innovative Wealth Advisors

    Wealth manager, Leawood, KS

    $932MMRegulatory assets, Sep 2026

    48% high net worth, 26% pension plans, 23% other individuals

    Individual clients
    788
    Private funds
    1
  20. 20

    PCG Wealth Management

    Wealth manager, Overland Park, KS

    $931MMRegulatory assets, Jun 2026

    51% high net worth, 44% other individuals, 4% pension plans

    Individual clients
    1,819

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 60% of the assets

How the 80 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 80 firms counted, log scaleEach dot is one adviser and links to its row. Creative Planning $295.6BN; Mariner $125.4BN; Modern Wealth Management $10.9BN; median $399MM.$100MM$1BN$10BN$100BN$1TNCreative Planning: $295.6BNMariner: $125.4BNModern Wealth Management: $10.9BNMariner Advisor Network: $9.6BNMariner Independent: $7.3BNCetera Planning Partners: $4.2BNFAS Wealth Partners: $3.8BNAtwood & Palmer: $2.0BNCaliber Wealth Management: $1.8BNFortis Capital Advisors: $1.6BNKavar Capital Partners: $1.6BNTriune Financial Partners: $1.5BNLexaurum Advisors: $1.3BNKeen Wealth Advisors: $1.2BNFinancial Partners Group: $1.1BNWaterfront Wealth: $1.1BNStepp & Rothwell: $1.1BNLegacy Financial Strategies: $952MMPrevail Innovative Wealth Advisors: $932MMPCG Wealth Management: $931MMCanvas Wealth Advisors: $929MMGreenup Street Wealth Management: $900MMMitchell Capital Management Co: $847MMTFB Advisors: $840MMParagon Capital Management: $740MMAspyre Wealth Partners: $668MMBCWM: $665MMButtonwood Financial Group: $659MMSteffes Financial: $611MMWestward Investment Advisory: $572MMMidwest Financial Group: $566MMStrongbox Wealth: $562MMCapital Investment Management: $559MMProsperity Planning: $543MMSearcy Financial Services: $514MMYukon Wealth Management: $467MMNova R Wealth: $453MMSarver Vrooman Wealth Advisors: $452MMETF Portfolio Partners: $431MMLegacy Investment Partners: $403MMMN Wealth Advisors: $394MMS&A Financial Services: $392MMOne Advisory Partners: $370MMNicholson Meyer Capital Management: $338MMSterneck Capital Management: $328MMFortune Financial Advisors: $323MMWindward Private Wealth Management: $310MMCraft & Sage Wealth: $307MMSound Stewardship: $285MMCenterpoint Advisory Group: $276MMNormandy Investment Advisors: $273MMMader & Shannon Wealth Management: $269MMViawealth: $261MMPrivate Wealth Consulting: $259MMEquity Wealth Partners: $259MMDogwood Wealth Management: $257MMMokan Wealth Management: $250MMEverest Wealth Management: $237MMCabin Advisors: $220MMInsight Financial Services: $214MMCornerstone Securities: $210MMFreestate Advisors: $182MMBalanced Financial Planning: $181MMCollaborative Portfolio Management: $179MMGlass Lakes Capital Management: $178MMWhite Sand Wealth Management: $172MMStewardship Capital: $168MMNovadius Wealth Management: $168MMCurtis Capital Advisors: $166MMRPR Financial: $162MMHeritage Asset Management: $155MMSonas Financial Group: $150MMFinancial Avenues: $148MMDavis Financial Management: $145MMDiversified Wealth Advisors: $138MMDivvi Wealth Management: $127MMKonza Global Wealth Group: $125MMGreenleaf Financial Network: $124MMBeyond Wealth: $122MMFreedom Value Partners: $119MMCreative Planning $295.6BNMariner $125.4BNModern Wealth Management $10.9BNMedian $399MMAssets of each of the 80 firms counted, log scaleEach dot is one adviser and links to its row. Creative Planning $295.6BN; Mariner $125.4BN; Modern Wealth Management $10.9BN; median $399MM.$1BN$100BNCreative Planning $295.6BNMedian $399MM

One dot per firm counted; 1 firm with a main office outside Kansas City, a second row for the same adviser or only fund assets left out. Read .

The 80 firms, by size
Under $500MM452%$11.1BN
$500MM to $1BN183%$13.0BN
$1BN to $5BN125%$22.3BN
$5BN to $10BN23%$16.9BN
$10BN to $25BN12%$10.9BN
$25BN and over285%$421.0BN

Assets each reported in its latest filing; shares are of the $495.2BN combined, one row per firm. Read .

60%

of the assets reported sits with one firm, Creative Planning. The five largest hold 91%; 63 of 80 report under $1 billion.

60%Largest31%Next 49%Other 75
Who the 81 are
  1. Wealth managers80
  2. Wealth manager with a broker-dealer1

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 80 advisers' assets by type of client
  1. High net worth65%
  2. Pension plans21%
  3. Other individuals10%
  4. Businesses2%
  5. Charities1%
  6. Banks1%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Creative Planning87,051Jul 2026
2Mariner54,583Aug 2026
3Mariner Advisor Network16,100May 2026
4Modern Wealth Management11,524Jul 2026
5Cetera Planning Partners4,748Sep 2026
6Mariner Independent4,261Aug 2026
7Lexaurum Advisors2,189Jul 2026
8Fortis Capital Advisors2,127Sep 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Creative Planning39,511Jul 2026
2Mariner22,322Aug 2026
3Modern Wealth Management2,529Jul 2026
4Mariner Advisor Network2,202May 2026
5Mariner Independent1,575Aug 2026
6Cetera Planning Partners1,488Sep 2026
7FAS Wealth Partners607Feb 2026
8Caliber Wealth Management506Aug 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1Canvas Wealth Advisors7Aug 2026
2Creative Planning5Jul 2026
3Mariner2Aug 2026
4Prevail Innovative Wealth Advisors1Sep 2026

The list is public. The warm path is not. Schedule a conversation

All 81 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 81 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Kansas City 81 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
Aspyre Wealth Partners
Wealth manager, Overland Park, KS.
Detail and sources for Aspyre Wealth Partners

Form ADV of Koesten Hirschmann & Crabtree, Inc. (CRD 107212), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $668MM; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Koesten Hirschmann & Crabtree, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 329 individuals, 157 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$668MMJul 2026329100%
Atwood & Palmer
Wealth manager, Kansas City, MO.
Detail and sources for Atwood & Palmer

Form ADV of Atwood & Palmer, Inc. (CRD 104995), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $2.0BN; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Atwood & Palmer, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 511 individuals, 358 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$2.0BNAug 202652596%
Balanced Financial Planning
Wealth manager, Overland Park, KS.
Detail and sources for Balanced Financial Planning

Form ADV of Balanced Financial Planning, Inc. (CRD 128161), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $181MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 80 individuals, 58 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$181MMFeb 202680100%
BCWM
Wealth manager, Overland Park, KS.
Detail and sources for BCWM

Form ADV of BCWM, Llc. (CRD 144748), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $665MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of BCWM, Llc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, publications, educational seminars and other services. Clients (Item 5.D): 378 individuals, 191 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$665MMMar 2026378100%
Beyond Wealth
Wealth manager, Overland Park, KS.
Detail and sources for Beyond Wealth

Form ADV of Castlebar Asset Management, LLC (CRD 162231), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $122MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 147 individuals, 31 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$122MMMay 202614797%
Buttonwood Financial Group
Wealth manager, Kansas City, MO.
Detail and sources for Buttonwood Financial Group

Form ADV of Buttonwood Financial Group, LLC (CRD 151164), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $659MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Buttonwood Financial Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 336 individuals, 21 of them high net worth; individuals hold 75% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$659MMMar 202642975%
Cabin Advisors
Wealth manager with a broker-dealer, Overland Park, KS.
Detail and sources for Cabin Advisors

Form ADV of Cabin Advisors, LLC (CRD 312547), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $220MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 368 individuals, 112 of them high net worth; individuals hold 82% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$220MMMar 202641482%
Caliber Wealth Management
Wealth manager, Overland Park, KS.
Detail and sources for Caliber Wealth Management

Form ADV of Caliber Wealth Management, LLC (CRD 331165), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $1.8BN; 24 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 1,668 individuals, 506 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$1.8BNAug 20261,668100%
Canvas Wealth Advisors
Wealth manager, Shawnee, KS.
Detail and sources for Canvas Wealth Advisors

Form ADV of Canvas Wealth Advisors, LLC (CRD 306343), SEC registered adviser, filed , main office Shawnee, KS: regulatory assets $929MM; 7 private funds, $267MM gross; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds and pension consulting. Clients (Item 5.D): 537 individuals, 222 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$929MMAug 202655393%7
Capital Investment Management
Wealth manager, Lee'S Summit, MO.
Detail and sources for Capital Investment Management

Form ADV of Capital Investment Management, Inc. (CRD 113917), SEC registered adviser, filed , main office Lee'S Summit, MO: regulatory assets $559MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 1,072 individuals, 140 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$559MMApr 20261,072100%
Centerpoint Advisory Group
Wealth manager, Overland Park, KS.
Detail and sources for Centerpoint Advisory Group

Form ADV of Centerpoint Advisory Group, LLC (CRD 324181), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $276MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 274 individuals, 97 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$276MMMar 202627695%
Cetera Planning Partners
Wealth manager, Leawood, KS.
Detail and sources for Cetera Planning Partners

Form ADV of The Retirement Planning Group, LLC (CRD 129625), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $4.2BN; 78 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of The Retirement Planning Group, LLC, quarter ended , filed .

Possible match by name only, not counted: Retirement Planning Group, LLC (CRD 310647), registered adviser, filed , Malta, NY.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, publications and educational seminars. Clients (Item 5.D): 4,748 individuals, 1,488 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$4.2BNSep 20264,84997%
Collaborative Portfolio Management
Wealth manager, Overland Park, KS.
Detail and sources for Collaborative Portfolio Management

Form ADV of Collaborative Portfolio Management, LLC (CRD 332929), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $179MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 182 individuals, 68 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV.

$179MMJul 202618285%
Cornerstone Securities
Wealth manager, Overland Park, KS.
Detail and sources for Cornerstone Securities

Form ADV of Cornerstone Securities LLC (CRD 140379), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $210MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 900 individuals, 88 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$210MMSep 2026900100%
Craft & Sage Wealth
Wealth manager, Kansas City, MO.
Detail and sources for Craft & Sage Wealth

Form ADV of Craft & Sage Wealth, LLC (CRD 323565), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $307MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 524 individuals, 144 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$307MMAug 202653195%
Creative Planning
Wealth manager, Overland Park, KS.
Detail and sources for Creative Planning

Form ADV of Creative Planning, LLC (CRD 105348), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $295.6BN; 5 private funds, $197MM gross; 1,650 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Creative Planning, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 87,051 individuals, 39,511 of them high net worth; individuals hold 62% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$295.6BNJul 2026100,29862%5
Curtis Capital Advisors
Wealth manager, Overland Park, KS.
Detail and sources for Curtis Capital Advisors

Form ADV of Curtis Capital Advisors, LLC (CRD 330835), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $166MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 82 individuals, 20 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$166MMSep 202682100%
Davis Financial Management
Wealth manager, Overland Park, KS.
Detail and sources for Davis Financial Management

Form ADV of Davis Financial Management, Inc. (CRD 143410), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $145MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 56 individuals, 51 of them high net worth; individuals hold 64% of its regulatory assets.

Files: SEC Form ADV.

$145MMMar 20267864%
Diversified Wealth Advisors
Wealth manager, Kansas City, MO.
Detail and sources for Diversified Wealth Advisors

Form ADV of Diversified Wealth Advisors, LLC (CRD 311903), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $138MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 408 individuals, 113 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$138MMSep 2026408100%
Divvi Wealth Management
Wealth manager, Kansas City, MO.
Detail and sources for Divvi Wealth Management

Form ADV of Divvi Wealth Management LLC (CRD 318241), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $127MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 197 individuals, 42 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$127MMMar 2026197100%
Dogwood Wealth Management
Wealth manager, Lenexa, KS.
Detail and sources for Dogwood Wealth Management

Form ADV of Dogwood Wealth Management, LLC (CRD 317580), SEC registered adviser, filed , main office Lenexa, KS: regulatory assets $257MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 233 individuals, 87 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$257MMMar 2026233100%
Equity Wealth Partners
Wealth manager, Independence, MO.
Detail and sources for Equity Wealth Partners

Form ADV of Equity Wealth Partners, LLC (CRD 317224), SEC registered adviser, filed , main office Independence, MO: regulatory assets $259MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 939 individuals, 44 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$259MMAug 2026939100%
ETF Portfolio Partners
Wealth manager, Leawood, KS.
Detail and sources for ETF Portfolio Partners

Form ADV of ETF Portfolio Partners, Inc. (CRD 128366), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $431MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of ETF Portfolio Partners, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 429 individuals, 107 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$431MMJan 202644397%
Everest Wealth Management
Wealth manager, Leawood, KS.
Detail and sources for Everest Wealth Management

Form ADV of Everest Wealth Management, LLC (CRD 133823), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $237MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 91 individuals, 18 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$237MMFeb 202691100%
FAS Wealth Partners
Wealth manager, Leawood, KS.
Detail and sources for FAS Wealth Partners

Form ADV of FAS Wealth Partners, Inc. (CRD 109796), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $3.8BN; 33 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, publications, educational seminars and other services. Clients (Item 5.D): 1,524 individuals, 607 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$3.8BNFeb 20261,56497%
Financial Avenues
Wealth manager, Kansas City, MO.
Detail and sources for Financial Avenues

Form ADV of Financial Avenues LLC (CRD 153458), SEC registered adviser, filed : regulatory assets $148MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 94 individuals, 50 of them high net worth; individuals hold 99% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$148MMMar 20269799%
Financial Partners Group
Wealth manager, Overland Park, KS.
Detail and sources for Financial Partners Group

Form ADV of Financial Partners Group, Inc. (CRD 288644), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $1.1BN; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Financial Partners Group, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 1,213 individuals, 373 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.1BNMar 20261,21899%
Fortis Capital Advisors
Wealth manager, Prairie Village, KS.
Detail and sources for Fortis Capital Advisors

Form ADV of Fortis Capital Advisors, LLC (CRD 309709), SEC registered adviser, filed , main office Prairie Village, KS: regulatory assets $1.6BN; 68 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 2,127 individuals, 363 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$1.6BNSep 20262,17194%
Fortune Financial Advisors
Wealth manager, Overland Park, KS.
Detail and sources for Fortune Financial Advisors

Form ADV of Fortune Financial Advisors, LLC (CRD 145799), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $323MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 206 individuals, 84 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV.

$323MMMar 202620681%
Freedom Value Partners
Wealth manager, Lenexa, KS.
Detail and sources for Freedom Value Partners

Form ADV of Freedom Value Partners, LLC (CRD 330875), SEC registered adviser, filed : regulatory assets $119MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 42 individuals, 22 of them high net worth; individuals hold 55% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$119MMAug 20264255%
Freestate Advisors
Wealth manager, Overland Park, KS.
Detail and sources for Freestate Advisors

Form ADV of Freestate Advisors LLC (CRD 145800), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $182MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 244 individuals, 83 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$182MMJan 202624499%
Glass Lakes Capital Management
Wealth manager, Overland Park, KS.
Detail and sources for Glass Lakes Capital Management

Form ADV of Glass Lakes Capital Management LLC (CRD 290064), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $178MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 140 individuals, 89 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$178MMJun 2026140100%
Greenleaf Financial Network
Wealth manager, Leawood, KS.
Detail and sources for Greenleaf Financial Network

Form ADV of Greenleaf Financial Network, LLC (CRD 284165), SEC registered adviser, filed : regulatory assets $124MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 189 individuals, 39 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$124MMAug 2026189100%
Greenup Street Wealth Management
Wealth manager, Overland Park, KS.
Detail and sources for Greenup Street Wealth Management

Form ADV of Greenup Street Wealth Management LLC (CRD 311391), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $900MM; 20 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Greenup Street Wealth Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 973 individuals, 290 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$900MMApr 202697399%
Heritage Asset Management
Wealth manager, Belton, MO.
Detail and sources for Heritage Asset Management

Form ADV of Heritage Asset Management, LLC (CRD 323344), SEC registered adviser, filed , main office Belton, MO: regulatory assets $155MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 746 individuals, 55 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$155MMJan 202674999%
Insight Financial Services
Wealth manager, Overland Park, KS.
Detail and sources for Insight Financial Services

Form ADV of Ifs Advisors, LLC (CRD 147518), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $214MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Ifs Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 444 individuals, 130 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$214MMJul 2026444100%
Kavar Capital Partners
Wealth manager, Leawood, KS.
Detail and sources for Kavar Capital Partners

Form ADV of Kavar Capital Partners Group, LLC (CRD 311744), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $1.6BN; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and other services. Clients (Item 5.D): 449 individuals, 230 of them high net worth; individuals hold 82% of its regulatory assets.

Files: SEC Form ADV.

$1.6BNMar 202645782%
Keen Wealth Advisors
Wealth manager, Overland Park, KS.
Detail and sources for Keen Wealth Advisors

Form ADV of KWMG, LLC (CRD 170293), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $1.2BN; 30 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of KWMG, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 1,014 individuals, 404 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.2BNMar 20261,01899%
Konza Global Wealth Group
Wealth manager, Overland Park, KS.
Detail and sources for Konza Global Wealth Group

Form ADV of Konza Global Advisory, LLC (CRD 331692), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $125MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, publications and educational seminars. Clients (Item 5.D): 112 individuals, 33 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$125MMJul 2026112100%
Legacy Financial Strategies
Wealth manager, Overland Park, KS.
Detail and sources for Legacy Financial Strategies

Form ADV of Legacy Financial Strategies, LLC (CRD 283553), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $952MM; 16 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Legacy Financial Strategies, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 635 individuals, 304 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$952MMJul 202669681%
Legacy Investment Partners
Wealth manager, Overland Park, KS.
Detail and sources for Legacy Investment Partners

Form ADV of Legacy Investment Partners, LLC (CRD 133014), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $403MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 216 individuals, 72 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$403MMFeb 202622398%
Lexaurum Advisors
Wealth manager, Overland Park, KS.
Detail and sources for Lexaurum Advisors

Form ADV of Lexaurum Advisors, LLC (CRD 283653), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $1.3BN; 50 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Lexaurum Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 2,189 individuals, 331 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.3BNJul 20262,23098%
Mader & Shannon Wealth Management
Wealth manager, Kansas City, MO.
Detail and sources for Mader & Shannon Wealth Management

Form ADV of Mader & Shannon Wealth Management, Inc. (CRD 123741), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $269MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Mader & Shannon Wealth Management, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 339 individuals, 84 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$269MMAug 202637590%
Mariner
Wealth manager, Overland Park, KS.
Detail and sources for Mariner

Form ADV of Mariner, LLC (CRD 140195), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $125.4BN; 2 private funds, $11MM gross; 1,889 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Mariner, LLC, quarter ended , filed .

Possible match by name only, not counted: Mariner Managed Account Solutions, LLC (CRD 151664), registered adviser, filed , Overland Park, KS.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminars and other services. Clients (Item 5.D): 54,583 individuals, 22,322 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$125.4BNAug 202655,51292%2
Mariner Advisor Network
Wealth manager, Overland Park, KS.
Detail and sources for Mariner Advisor Network

Form ADV of Mariner Independent Advisor Network, LLC (CRD 283824), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $9.6BN; 174 employees.

Tied to this row by the CRD the list cites from the filing.

Files a 13F notice (quarter ended , filed ): its holdings are reported on another manager's 13F.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 16,100 individuals, 2,202 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$9.6BNMay 202616,24197%
Mariner Independent
Wealth manager, Overland Park, KS.
Detail and sources for Mariner Independent

Form ADV of Mariner Platform Solutions, LLC (CRD 305418), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $7.3BN; 161 employees.

Tied to this row by the CRD the list cites from the filing.

Files a 13F notice (quarter ended , filed ): its holdings are reported on another manager's 13F.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 4,261 individuals, 1,575 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$7.3BNAug 20264,30796%
Midwest Financial Group
Wealth manager, Overland Park, KS.
Detail and sources for Midwest Financial Group

Form ADV of Midwest Financial Group LLC (CRD 175288), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $566MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 931 individuals, 204 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$566MMAug 202695598%
Mitchell Capital Management Co
Wealth manager, Leawood, KS.
Detail and sources for Mitchell Capital Management Co

Form ADV of Mitchell Capital Management Co (CRD 106338), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $847MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Mitchell Capital Management Co, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 317 individuals, 140 of them high net worth; individuals hold 68% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$847MMMar 202633168%
MN Wealth Advisors
Wealth manager, Overland Park, KS.
Detail and sources for MN Wealth Advisors

Form ADV of MN Wealth Advisors, LLC (CRD 322617), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $394MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 571 individuals, 112 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$394MMFeb 2026571100%
Modern Wealth Management
Wealth manager, Kansas City, MO.
Detail and sources for Modern Wealth Management

Form ADV of Modern Wealth Management, LLC (CRD 324624), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $10.9BN; 253 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Modern Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 11,524 individuals, 2,529 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$10.9BNJul 202611,93488%
Mokan Wealth Management
Wealth manager, Overland Park, KS.
Detail and sources for Mokan Wealth Management

Form ADV of Mokan Wealth Management Inc. (CRD 328005), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $250MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 173 individuals, 93 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$250MMOct 2026173100%
Nicholson Meyer Capital Management
Wealth manager, Kansas City, MO.
Detail and sources for Nicholson Meyer Capital Management

Form ADV of Nicholson Meyer Capital Management, Inc. (CRD 105580), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $338MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and other services. Clients (Item 5.D): 261 individuals, 87 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV.

$338MMAug 202626887%
Normandy Investment Advisors
Wealth manager, Leawood, KS.
Detail and sources for Normandy Investment Advisors

Form ADV of Summit Investment Advisors Inc. (CRD 316321), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $273MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 294 individuals, 72 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$273MMMar 202630097%
Nova R Wealth
Wealth manager, Overland Park, KS.
Detail and sources for Nova R Wealth

Form ADV of Nova R Wealth, Inc. (CRD 169574), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $453MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Nova R Wealth, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 323 individuals, 113 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$453MMAug 202632394%
Novadius Wealth Management
Wealth manager, Overland Park, KS.
Detail and sources for Novadius Wealth Management

Form ADV of The Etf Store, Inc. (CRD 148229), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $168MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 261 individuals, 39 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$168MMAug 202627090%
One Advisory Partners
Wealth manager, Overland Park, KS.
Detail and sources for One Advisory Partners

Form ADV of One Advisory Partners, LLC (CRD 161614), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $370MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers and educational seminars. Clients (Item 5.D): 314 individuals, 101 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$370MMApr 2026314100%
Paragon Capital Management
Wealth manager, Overland Park, KS.
Detail and sources for Paragon Capital Management

Form ADV of Paragon Capital Management LLC (CRD 108168), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $740MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Paragon Capital Management (CRD 105147), registered adviser, filed , Denver, CO.

Possible match by name only, not counted: Paragon Capital Management Inc. (CRD 105962), registered adviser, filed , Provo, UT.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 350 individuals, 216 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$740MMJul 2026350100%
PCG Wealth Management
Wealth manager, Overland Park, KS.
Detail and sources for PCG Wealth Management

Form ADV of PCG Wealth Advisors, LLC (CRD 290977), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $931MM; 24 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 1,819 individuals, 233 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$931MMJun 20261,95995%
Prevail Innovative Wealth Advisors
Wealth manager, Leawood, KS.
Detail and sources for Prevail Innovative Wealth Advisors

Form ADV of Prevail Innovative Wealth Advisors, LLC (CRD 288641), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $932MM; 1 private fund, $21MM gross; 41 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, publications and other services. Clients (Item 5.D): 788 individuals, 162 of them high net worth; individuals hold 71% of its regulatory assets.

Files: SEC Form ADV.

$932MMSep 202682271%1
Private Wealth Consulting
Wealth manager, Kansas City, MO.
Detail and sources for Private Wealth Consulting

Form ADV of Private Wealth Consulting, LLC (CRD 336590), SEC registered adviser, filed : regulatory assets $259MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 140 individuals, 45 of them high net worth; individuals hold 79% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$259MMMay 202614379%
Prosperity Planning
Wealth manager, North Kansas City, MO.
Detail and sources for Prosperity Planning

Form ADV of Prosperity Planning, Inc. (CRD 298268), SEC registered adviser, filed , main office North Kansas City, MO: regulatory assets $543MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 383 individuals, 177 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$543MMSep 202640697%
RPR Financial
Wealth manager, Overland Park, KS.
Detail and sources for RPR Financial

Form ADV of RPR Financial Advisors LLC (CRD 316557), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $162MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 259 individuals, 38 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$162MMFeb 2026259100%
Ryan Poage & Co.
Wealth manager, Kansas City, MO. Main office Kansas City, MO; not in the totals.
Detail and sources for Ryan Poage & Co.

Form ADV of Ryan Poage & Co., LLC (CRD 157432), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $114MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Kansas City, MO; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 191 individuals, 24 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$114MMJun 2026192100%
S&A Financial Services
Wealth manager, Overland Park, KS.
Detail and sources for S&A Financial Services

Form ADV of S&A Financial Services, Inc. (CRD 110471), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $392MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 1,160 individuals, 84 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$392MMAug 20261,18389%
Sarver Vrooman Wealth Advisors
Wealth manager, Kansas City, MO.
Detail and sources for Sarver Vrooman Wealth Advisors

Form ADV of Sarver Vrooman Wealth Advisors LLC (CRD 332699), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $452MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 291 individuals, 122 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$452MMApr 202629699%
Searcy Financial Services
Wealth manager, Overland Park, KS.
Detail and sources for Searcy Financial Services

Form ADV of Searcy Financial Services, Inc. (CRD 105807), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $514MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Searcy Financial Services, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 185 individuals, 104 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$514MMSep 202619381%
Sonas Financial Group
Wealth manager, Kansas City, MO.
Detail and sources for Sonas Financial Group

Form ADV of Sonas Financial Group, Inc. (CRD 122547), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $150MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 105 individuals, 45 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV.

$150MMMar 202610593%
Sound Stewardship
Wealth manager, Overland Park, KS.
Detail and sources for Sound Stewardship

Form ADV of Sound Stewardship, LLC (CRD 129755), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $285MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 190 individuals, 129 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$285MMMar 2026190100%
Steffes Financial
Wealth manager, Overland Park, KS.
Detail and sources for Steffes Financial

Form ADV of Steffes Financial, Ltd (CRD 134530), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $611MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 218 individuals, 92 of them high net worth; individuals hold 58% of its regulatory assets.

Files: SEC Form ADV.

$611MMFeb 202626558%
Stepp & Rothwell
Wealth manager, Overland Park, KS.
Detail and sources for Stepp & Rothwell

Form ADV of Stepp & Rothwell Inc. (CRD 107999), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $1.1BN; 25 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 339 individuals, 274 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNSep 202634098%
Sterneck Capital Management
Wealth manager, Kansas City, MO.
Detail and sources for Sterneck Capital Management

Form ADV of Sterneck Capital Management LLC (CRD 111463), SEC registered adviser, filed , main office Kansas City, MO: regulatory assets $328MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Sterneck Capital Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, publications, educational seminars and other services. Clients (Item 5.D): 249 individuals, 129 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$328MMJul 202626598%
Stewardship Capital
Wealth manager, Independence, MO.
Detail and sources for Stewardship Capital

Form ADV of Stewardship Capital, Ltd. (CRD 110944), SEC registered adviser, filed , main office Independence, MO: regulatory assets $168MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and educational seminars. Clients (Item 5.D): 385 individuals, 57 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$168MMMar 202639298%
Strongbox Wealth
Wealth manager, Lee'S Summit, MO.
Detail and sources for Strongbox Wealth

Form ADV of Strongbox Wealth, LLC (CRD 304952), SEC registered adviser, filed , main office Lee'S Summit, MO: regulatory assets $562MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Strongbox Wealth, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 474 individuals, 189 of them high net worth; individuals hold 93% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$562MMMar 202649993%
TFB Advisors
Wealth manager, Overland Park, KS.
Detail and sources for TFB Advisors

Form ADV of TFB Advisors, LLC (CRD 321870), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $840MM; 23 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 1,326 individuals, 170 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$840MMApr 20261,35595%
Triune Financial Partners
Wealth manager, Overland Park, KS.
Detail and sources for Triune Financial Partners

Form ADV of Triune Financial Partners, LLC (CRD 152277), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $1.5BN; 24 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminars and other services. Clients (Item 5.D): 770 individuals, 351 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV.

$1.5BNMar 202690281%
Viawealth
Wealth manager, Leawood, KS.
Detail and sources for Viawealth

Form ADV of Viawealth, LLC (CRD 309043), SEC registered adviser, filed , main office Leawood, KS: regulatory assets $261MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 86 individuals, 49 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$261MMApr 20268798%
Waterfront Wealth
Wealth manager, Overland Park, KS.
Detail and sources for Waterfront Wealth

Form ADV of Waterfront Wealth Inc. (CRD 173220), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $1.1BN; 14 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 792 individuals, 265 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNAug 202679295%
Westward Investment Advisory
Wealth manager, Mission, KS.
Detail and sources for Westward Investment Advisory

Form ADV of Westward Investment Advisory, LLC (CRD 281742), SEC registered adviser, filed , main office Mission, KS: regulatory assets $572MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 16 individuals, 9 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$572MMMar 20262098%
White Sand Wealth Management
Wealth manager, Liberty, MO.
Detail and sources for White Sand Wealth Management

Form ADV of White Sand Wealth Management, LLC (CRD 304614), SEC registered adviser, filed , main office Liberty, MO: regulatory assets $172MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 188 individuals, 55 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$172MMSep 202619796%
Windward Private Wealth Management
Wealth manager, Overland Park, KS.
Detail and sources for Windward Private Wealth Management

Form ADV of Windward Private Wealth Management Inc. (CRD 113761), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $310MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 226 individuals, 97 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$310MMMar 202623598%
Yukon Wealth Management
Wealth manager, Overland Park, KS.
Detail and sources for Yukon Wealth Management

Form ADV of Yukon Wealth Management, Inc. (CRD 109413), SEC registered adviser, filed , main office Overland Park, KS: regulatory assets $467MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 91 individuals, 41 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$467MMMar 202691100%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

One firm holds 60% of the money

Five findings from the filings of the 80 firms counted.

  1. 60%

    of the $495.2 billion the 80 firms counted report is one firm's: Creative Planning. Without it, the other 79 report $199.7 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $399MM

    is the median: half of the 80 report less, and 63 report under $1 billion.

    Assets, latest Form ADV of each

  3. 15

    private funds are advised by the firms counted; Canvas Wealth Advisors advises the most, 7.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 65%

    of their assets is high net worth money; the next largest client type is pension plans, at 21%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 60

    of the 80 have their main office in Johnson County, KS; the next place is Jackson County, MO, with 15.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Kansas City?

This list holds 81 wealth management firms in the Kansas City metro; 80 of them report regulatory assets on Form ADV, $495.2 billion together.

What are the largest wealth management firms in Kansas City?

By the regulatory assets they report: Creative Planning $295.6 billion, Mariner $125.4 billion, Modern Wealth Management $10.9 billion, Mariner Advisor Network $9.6 billion, Mariner Independent $7.3 billion.

How much do wealth management firms in Kansas City typically manage?

Of the 80 that report, the median reports $399 million in regulatory assets; 63 report under $1 billion.

How do you start a relationship with wealth management firms in Kansas City?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
81 wealth management firms, 80 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Kansas City, MO-KS MSA (Census CBSA 28140) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 80 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Kansas City metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $495.2BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 1 firm with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 81, 81 report on a current Form ADV and 23 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 81 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 23 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Kansas City," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-kansas-city

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