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Data / Investment advisers / $100 million to $500 million in AUM / Kansas

Investment advisers in Kansas with $100 million to $500 million in AUM: 61 firms

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

61 SEC registered investment advisers in Kansas report between $100 million and $500 million in regulatory assets under management, $15.9 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Great Range Capital, LLC with $495 million.

The request: Every investment adviser in Kansas with AUM in the range $100 million to $500 million, 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.

  • 61Advisers
  • 61SEC registered
  • $15.9 billionTotal AUM
  • 61Advisers over $100 million
  • 7Manage 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
Great Range Capital, LLCMission Woods$495 million3172(913) 378-0850adviserinfo.sec.gov
Redstone Advisors IncWichita$490.6 million1396Not listed(316) 687-2143adviserinfo.sec.gov
Postrock Partners LLCOverland Park$489.1 million775Not listed(913) 308-8030postrockpartners.comadviserinfo.sec.gov
Yukon Wealth Management, Inc.Overland Park$467.4 million3554Not listed(913) 681-9200yukoncm.comadviserinfo.sec.gov
Agh Wealth Advisors, LLCWichita$456.3 million4896Not listed(316) 267-3220adviserinfo.sec.gov
Nova R Wealth, Inc.Overland Park$452.6 million9628Not listed(913) 225-9201adviserinfo.sec.gov
ETF Portfolio Partners, Inc.Leawood$431.1 million4298Not listed(913) 851-1100etfpp.comadviserinfo.sec.gov
Providence Financial Advisors, LLCOverland Park$428.1 million5595Not listed(913) 323-0535pfa-llc.comadviserinfo.sec.gov
Market Investment Group, LLCWichita$416.4 million3,85033Not listed(316) 252-8707retirementhelp.comadviserinfo.sec.gov
Whetstone Capital AdvisorsMission Woods$415.1 million343(913) 951-2700adviserinfo.sec.gov
Copper FinancialLenexa$410.7 million4,98750Not listed(913) 905-3600adviserinfo.sec.gov
Legacy Investment Partners, LLCOverland Park$403.1 million4154Not listed(913) 696-1550legacyip.comadviserinfo.sec.gov
MN Wealth Advisors, LLCOverland Park$394.2 million1,1735Not listed(913) 897-2074adviserinfo.sec.gov
S&A Financial Services, Inc.Overland Park$392.3 million1,8847Not listed(913) 362-2712adviserinfo.sec.gov
One Advisory Partners, LLCOverland Park$369.5 million31611Not listed(913) 663-2376adviserinfo.sec.gov
Fortune Financial Advisors, LLCOverland Park$322.6 million6106Not listed(913) 393-0038fortunefinancialadvisors.comadviserinfo.sec.gov
Windward Private Wealth Management Inc.Overland Park$309.6 million9499Not listed(913) 381-7411windwardfp.comadviserinfo.sec.gov
Gentry Private WealthWichita$307.7 million8008Not listed(316) 613-7570adviserinfo.sec.gov
Retirement Portfolios, LLCLawrence$290 million2532Not listed(785) 330-9292adviserinfo.sec.gov
Sound Stewardship, LLCOverland Park$284.6 million1,08911Not listed(913) 317-6000soundstewardship.comadviserinfo.sec.gov
Centerpoint Advisory Group, LLCOverland Park$276.3 million6137Not listed(913) 685-3001centerpointadvisory.comadviserinfo.sec.gov
Normandy Investment AdvisorsLeawood$273.4 million7295Not listed(913) 914-1944normandyia.comadviserinfo.sec.gov
Ofg Financial Services, Inc.Topeka$271 million85030Not listed(785) 233-4071ofgfinancial.comadviserinfo.sec.gov
Cornerstone AdvisorsTopeka$265.1 million1,1392Not listed(785) 273-2685cstonegroup.comadviserinfo.sec.gov
Viawealth, LLCLeawood$260.7 million3564Not listed(844) 484-7849adviserinfo.sec.gov
Storyone Family OfficeOverland Park$259.4 million7298Not listed(913) 544-0600adviserinfo.sec.gov
Dogwood Wealth Management, LLCLenexa$257.2 million8396Not listed(913) 232-2900adviserinfo.sec.gov
Mokan Wealth ManagementOverland Park$250.3 million7044Not listed(913) 257-3991adviserinfo.sec.gov
Tyr Capital Advisors, LLCOverland Park$244.1 million3191(913) 574-5800overlandcapitalpartners.comadviserinfo.sec.gov
Retirewise Tax and Wealth Advisors, Inc.Topeka$242.9 million97910Not listed(785) 228-1234adviserinfo.sec.gov
Everest Wealth ManagementLeawood$237.4 million3542Not listed(913) 387-2017everestwealth.comadviserinfo.sec.gov
Rademacher Financial, Inc.Lawrence$234.3 million1,1846Not listed(785) 865-5308adviserinfo.sec.gov
DemarcheOverland Park$228.4 million16221(913) 981-1345adviserinfo.sec.gov
The Perspective GroupLawrence$225.1 million5545Not listed(785) 749-1881adviserinfo.sec.gov
Cabin Advisors, LLCOverland Park$220.2 million41415Not listed(913) 933-3351financialarchitects.comadviserinfo.sec.gov
Insight Financial ServicesOverland Park$213.8 million90511Not listed(913) 402-2020ifsadvisors.comadviserinfo.sec.gov
Cornerstone Securities LLCOverland Park$210 million1,24610Not listed(913) 538-5483reignbenefitsconsulting.comadviserinfo.sec.gov
InvisorSeneca$198.5 million2654Not listed(785) 334-4100goinvisor.comadviserinfo.sec.gov
Schwarz Investment PartnersSilver Lake$184.9 million9133Not listed(785) 582-5805schwarzinvestmentpartners.comadviserinfo.sec.gov
Freestate Advisors LLCOverland Park$181.8 million6359Not listed(913) 890-2065freestateadvisors.comadviserinfo.sec.gov
Balanced Financial Planning, Inc.Overland Park$181.3 million803Not listed(913) 677-1090bfplanning.comadviserinfo.sec.gov
Collaborative Portfolio ManagementOverland Park$178.7 million5194Not listed(816) 471-5556cpm-llc.comadviserinfo.sec.gov
Glass Lakes Capital Management LLCOverland Park$178.3 million3602Not listed(913) 647-9555glasslakesadvisors.comadviserinfo.sec.gov
SJHL Financial GroupMcPherson$174.5 million94812Not listed(620) 241-1826adviserinfo.sec.gov
Douglass Investment GroupWichita$173.6 million6003Not listed(316) 854-8495douglassgroup.netadviserinfo.sec.gov
Proactive Capital Management, Inc.Topeka$170.7 million6103Not listed(785) 215-8080pcmks.comadviserinfo.sec.gov
Novadius Wealth ManagementOverland Park$168.2 million6366Not listed(877) 365-3837adviserinfo.sec.gov
Curtis Capital AdvisorsOverland Park$165.5 million2442Not listed(913) 344-5443curtisca.comadviserinfo.sec.gov
RPR FinancialOverland Park$162.1 million6354Not listed(913) 274-1452adviserinfo.sec.gov
Quantum Financial Partners LLCOverland Park$148.6 million53491(913) 538-5753quantumfinancialpartners.comadviserinfo.sec.gov
Davis Financial Management, Inc.Overland Park$144.6 million2341Not listed(913) 890-7279davisfinancialmanagement.comadviserinfo.sec.gov
RSG Investments LLCOverland Park$140.5 million1,13225Not listed(913) 685-9422adviserinfo.sec.gov
Silverhawk Capital Partners, LLCOverland Park$138.9 million555(913) 253-2225silverhawkcapitalpartners.comadviserinfo.sec.gov
Pathway Financial Solutions, Inc.Salina$135.3 million7304Not listed(785) 820-8161pathway-financial.comadviserinfo.sec.gov
Berkeley Capital Management, LLCEllsworth$128.5 million7672Not listed(785) 472-2375berkeleycapitalmanagement.comadviserinfo.sec.gov
Next Generation Investing, LLCTopeka$128 million2503Not listed(785) 228-0222retiretopeka.comadviserinfo.sec.gov
Konza Global Wealth GroupOverland Park$125.2 million2942Not listed(913) 318-5980adviserinfo.sec.gov
UMB Private Wealth Management, LLCOverland Park$124.7 million46944(816) 860-7000umb.comadviserinfo.sec.gov
Beyond WealthOverland Park$122.5 million4914Not listed(913) 871-7980adviserinfo.sec.gov
Kompass Kapital Advisors, LLCOverland Park$116.6 million12Not listed(913) 381-4044adviserinfo.sec.gov
Engage Wealth Advisors, LLCOverland Park$112.1 million5275Not listed(913) 681-9155engageadvisors.comadviserinfo.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.