Data / Investment advisers / $500 million to $1 billion in AUM / Kansas
Investment advisers in Kansas with $500 million to $1 billion in AUM: 24 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
24 SEC registered investment advisers in Kansas report between $500 million and $1 billion in regulatory assets under management, $17.8 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Wealth Alliance Advisory Group, LLC with $979 million.
The request: Every investment adviser in Kansas with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.
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- 24Advisers
- 24SEC registered
- $17.8 billionTotal AUM
- 24Advisers over $100 million
- 4Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | Wichita | $978.6 million | 982 | 7 | Not listed | (316) 221-3950 | wealthalliance.net | adviserinfo.sec.gov |
| Legacy Financial Strategies, LLC | Overland Park | $952 million | 2,090 | 16 | Not listed | (913) 403-0600 | adviserinfo.sec.gov | |
| Prevail Innovative Wealth Advisors, LLC | Leawood | $931.8 million | 2,149 | 41 | 1 | (913) 295-9500 | adviserinfo.sec.gov | |
| PCG Wealth Management | Overland Park | $931.1 million | 4,710 | 24 | Not listed | (913) 323-3112 | pcgstrategies.com | adviserinfo.sec.gov |
| Canvas Wealth Advisors, LLC | Shawnee | $929.2 million | 3,033 | 12 | 7 | (913) 991-8471 | canvaswealthadvisors.com | adviserinfo.sec.gov |
| Clayton Wealth Partners | Topeka | $909.8 million | 1,876 | 14 | Not listed | (785) 232-3266 | adviserinfo.sec.gov | |
| Greenup Street Wealth Management LLC | Overland Park | $900.4 million | 2,943 | 20 | Not listed | (734) 656-8121 | adviserinfo.sec.gov | |
| United Capital Management of Kansas, Inc. | Salina | $884.8 million | 3,738 | 46 | 1 | (785) 823-7900 | ucmofkansas.com | adviserinfo.sec.gov |
| Mitchell Capital Management Co | Leawood | $847.3 million | 876 | 11 | Not listed | (913) 428-3222 | mitchcap.com | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | $840.2 million | 2,832 | 23 | Not listed | (913) 648-5526 | taxfavoredbenefits.com | adviserinfo.sec.gov |
| Pinion Wealth Management, LLC | Wichita | $837.1 million | 1,599 | 12 | Not listed | (316) 682-8344 | adviserinfo.sec.gov | |
| Paragon Capital Management LLC | Overland Park | $739.8 million | 785 | 10 | Not listed | (913) 451-2254 | adviserinfo.sec.gov | |
| Aspyre Wealth Partners | Overland Park | $668.3 million | 1,559 | 17 | Not listed | (913) 345-1881 | adviserinfo.sec.gov | |
| BCWM | Overland Park | $665.2 million | 378 | 12 | Not listed | (913) 685-2300 | boyercorporon.com | adviserinfo.sec.gov |
| 503 Capital Partners, LLC | Leawood | $636.4 million | 14 | 14 | 8 | (913) 279-0177 | 503capitalpartners.com | adviserinfo.sec.gov |
| Carlson Financial | Topeka | $632.2 million | 1,097 | 29 | Not listed | (844) 227-5766 | adviserinfo.sec.gov | |
| Steffes Financial, LTD | Overland Park | $611.5 million | 652 | 4 | Not listed | (913) 722-1111 | steffesfinancial.com | adviserinfo.sec.gov |
| Endeavor Private Wealth, Inc. | Topeka | $595.3 million | 2,138 | 13 | Not listed | (785) 329-2510 | adviserinfo.sec.gov | |
| Mattern Wealth Management LLC | Lawrence | $579 million | 1,412 | 5 | Not listed | (785) 842-7680 | matternwealth.com | adviserinfo.sec.gov |
| Westward Investment Advisory | Mission | $571.5 million | 61 | 5 | Not listed | (414) 716-6300 | westwardinvestment.com | adviserinfo.sec.gov |
| Midwest Financial Group LLC | Overland Park | $566.1 million | 2,222 | 9 | Not listed | (913) 696-0041 | midwestfinancialkc.com | adviserinfo.sec.gov |
| PHD Retirement Consulting | Overland Park | $559.2 million | 66 | 7 | Not listed | (844) 743-4015 | adviserinfo.sec.gov | |
| Prairie Advisory, LLC | Leawood | $554.3 million | 1,500 | 12 | Not listed | (913) 963-1054 | prairieadvisoryllc.com | adviserinfo.sec.gov |
| Searcy Financial Services, Inc. | Overland Park | $514 million | 1,874 | 9 | Not listed | (913) 814-3800 | searcyfinancial.com | adviserinfo.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.