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Data / Investment advisers / $1 billion to $10 billion in AUM / Kansas

Investment advisers in Kansas with $1 billion to $10 billion in AUM: 32 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

32 SEC registered investment advisers in Kansas report between $1 billion and $10 billion in regulatory assets under management, $97.3 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Mariner Advisor Network with $9.6 billion.

The request: Every investment adviser in Kansas with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in KansasWatch new advisers in Kansas

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 32Advisers
  • 32SEC registered
  • $97.3 billionTotal AUM
  • 32Advisers over $100 million
  • 3Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Mariner Advisor NetworkOverland Park$9.57 billion27,362174Not listed(650) 571-1934lighthouse-sa.comadviserinfo.sec.gov
Palmer Square Europe Capital Management LLCMission Woods$9.23 billion27763(816) 994-3200adviserinfo.sec.gov
Tortoise Capital Advisors, L.L.C.Overland Park$8.93 billion344341(913) 981-1020adviserinfo.sec.gov
Mariner IndependentOverland Park$7.34 billion14,426161Not listed(913) 904-5700adviserinfo.sec.gov
Kornitzer Capital Management, Inc.Mission$6.49 billion5,08041Not listed(913) 677-7778kornitzercapitalmanagement.comadviserinfo.sec.gov
Creativeone Wealth, LLCOverland Park$6.25 billion35,425222Not listed(913) 402-7897pioneerwealthmgmt.comadviserinfo.sec.gov
Cetera Planning PartnersLeawood$4.16 billion14,10778Not listed(913) 498-8898adviserinfo.sec.gov
Two West Capital Advisors LLCOverland Park$3.89 billion65015Not listed(913) 825-1722twowestcompanies.comadviserinfo.sec.gov
Fas Wealth Partners, Inc.Leawood$3.78 billion5,11033Not listed(913) 239-2300adviserinfo.sec.gov
Rocky Mountain Advisers, LLCSalina$3.15 billion4409Not listed(785) 823-3097srhadvisorsllc.comadviserinfo.sec.gov
Veta Investment Partners, LLCLawrence$2.79 billion410Not listed(646) 630-3218vetainvestmentpartners.comadviserinfo.sec.gov
MarinerOverland Park,$2.77 billion6,14713Not listed(913) 904-5700adviserinfo.sec.gov
Creativeone Securities, LLCOverland Park$2.54 billion12,485196Not listed(913) 814-6097adviserinfo.sec.gov
Columbia Capital Management, LLCMerriam$2.09 billion11018Not listed(913) 248-8500bidvault.usadviserinfo.sec.gov
Caliber Wealth Management, LLCOverland Park$1.76 billion5,99224Not listed(913) 303-3920adviserinfo.sec.gov
Fortis Capital Advisors, LLCPrairie Village$1.62 billion4,47568Not listed(913) 222-8862fortiscapitaladvisors.comadviserinfo.sec.gov
CGN Advisors, LLCManhattan$1.60 billion4,02348Not listed(910) 333-6659fairwindsadvice.comadviserinfo.sec.gov
Kavar Capital PartnersLeawood$1.58 billion4196Not listed(913) 428-3300kavarcapital.comadviserinfo.sec.gov
Triad Wealth Partners, LLCLawrence$1.53 billion8,18746Not listed(785) 830-0000slateriverfinancial.comadviserinfo.sec.gov
Triune Financial Partners, LLCOverland Park$1.52 billion2,58424Not listed(913) 825-6100adviserinfo.sec.gov
Sunesis Advisors, LLCOverland Park$1.48 billion5278Not listed(913) 815-4460sunesisadvisors.comadviserinfo.sec.gov
Fci AdvisorsOverland Park$1.47 billion71522Not listed(913) 663-0680fciadvisors.comadviserinfo.sec.gov
Keating Financial Advisory ServicesManhattan$1.45 billion6,51665Not listed(785) 537-0366theweddleteam.comadviserinfo.sec.gov
Lexaurum AdvisorsOverland Park$1.27 billion5,59950Not listed(913) 261-9316adviserinfo.sec.gov
Keen Wealth AdvisorsOverland Park$1.23 billion2,91630Not listed(913) 624-1841adviserinfo.sec.gov
Palmer Square BDC Advisor LLCMission Woods$1.22 billion176Not listed(816) 994-3200palmersquarefunds.comadviserinfo.sec.gov
Dean Capital ManagementOverland Park$1.15 billion4906Not listed(913) 944-4444deancapmgmt.comadviserinfo.sec.gov
Financial Partners Group, Inc.Overland Park$1.15 billion3,5879Not listed(913) 826-6982adviserinfo.sec.gov
Waterfront Wealth Inc.Overland Park$1.14 billion3,22414Not listed(913) 951-5800adviserinfo.sec.gov
Adamsbrown Wealth Consultants LLCWichita$1.12 billion5,01822Not listed(316) 262-6578adviserinfo.sec.gov
Stepp & Rothwell IncOverland Park$1.06 billion2,28325Not listed(913) 345-4800adviserinfo.sec.gov
Mcd-Kissner GP, LLCOverland Park$1.02 billion353(913) 253-2225adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.