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Data / Investment advisers / Kansas / Overland Park

Investment advisers in Overland Park, KS: 74 firms, $688 billion in AUM

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

74 investment advisers have their main office in Overland Park, Kansas: 74 SEC registered and 0 exempt reporting. The registered advisers report $688 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Creative Planning with $296 billion.

The request: Every investment adviser in Overland Park, Kansas with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

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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.

  • 74Advisers
  • 74SEC registered
  • $688 billionTotal AUM
  • 68Advisers over $100 million
  • 9Manage 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
Creative PlanningOverland Park$295.57 billion320,3231,6505(866) 909-5148connect.creativeplanning.comadviserinfo.sec.gov
OnedigitalOverland Park$155.41 billion40,469648Not listed(877) 742-2021adviserinfo.sec.gov
MarinerOverland Park$125.41 billion186,7911,8892(913) 904-5700mistercarwash.marinerwealthadvisors.comadviserinfo.sec.gov
Prime Capital FinancialOverland Park$39.14 billion55,376460Not listed(800) 493-6226primefinancialfargo.comadviserinfo.sec.gov
Mariner Advisor NetworkOverland Park$9.57 billion27,362174Not listed(650) 571-1934lighthouse-sa.comadviserinfo.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
Creativeone Wealth, LLCOverland Park$6.25 billion35,425222Not listed(913) 402-7897pioneerwealthmgmt.comadviserinfo.sec.gov
Two West Capital Advisors LLCOverland Park$3.89 billion65015Not listed(913) 825-1722twowestcompanies.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
Caliber Wealth Management, LLCOverland Park$1.76 billion5,99224Not listed(913) 303-3920adviserinfo.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
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
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
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
Legacy Financial Strategies, LLCOverland Park$952 million2,09016Not listed(913) 403-0600adviserinfo.sec.gov
PCG Wealth ManagementOverland Park$931.1 million4,71024Not listed(913) 323-3112pcgstrategies.comadviserinfo.sec.gov
Greenup Street Wealth Management LLCOverland Park$900.4 million2,94320Not listed(734) 656-8121adviserinfo.sec.gov
TFB Advisors, LLCOverland Park$840.2 million2,83223Not listed(913) 648-5526taxfavoredbenefits.comadviserinfo.sec.gov
Paragon Capital Management LLCOverland Park$739.8 million78510Not listed(913) 451-2254adviserinfo.sec.gov
Aspyre Wealth PartnersOverland Park$668.3 million1,55917Not listed(913) 345-1881adviserinfo.sec.gov
BCWMOverland Park$665.2 million37812Not listed(913) 685-2300boyercorporon.comadviserinfo.sec.gov
Steffes Financial, LTDOverland Park$611.5 million6524Not listed(913) 722-1111steffesfinancial.comadviserinfo.sec.gov
Midwest Financial Group LLCOverland Park$566.1 million2,2229Not listed(913) 696-0041midwestfinancialkc.comadviserinfo.sec.gov
PHD Retirement ConsultingOverland Park$559.2 million667Not listed(844) 743-4015adviserinfo.sec.gov
Searcy Financial Services, Inc.Overland Park$514 million1,8749Not listed(913) 814-3800searcyfinancial.comadviserinfo.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
Nova R Wealth, Inc.Overland Park$452.6 million9628Not listed(913) 225-9201adviserinfo.sec.gov
Providence Financial Advisors, LLCOverland Park$428.1 million5595Not listed(913) 323-0535pfa-llc.comadviserinfo.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
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
Storyone Family OfficeOverland Park$259.4 million7298Not listed(913) 544-0600adviserinfo.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
DemarcheOverland Park$228.4 million16221(913) 981-1345adviserinfo.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
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
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
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
Allos Investment Advisors, LLCOverland Park$73.6 million7889Not listed(913) 948-7788adviserinfo.sec.gov
Onedigital Asset ManagementOverland Park$762,310593Not listed(877) 742-2021adviserinfo.sec.gov
DemarcheOverland ParkNot listed022Not listed(913) 384-4994demarche.comadviserinfo.sec.gov
Lockton Investment Advisors, LLCOverland ParkNot listed024Not listed(816) 960-9000lockton.comadviserinfo.sec.gov
Mariner WealthOverland ParkNot listed065Not listed(913) 904-5700mariner.comadviserinfo.sec.gov
Sanders Booze Capital Advisors, LLCOverland ParkNot listed02Not listed(913) 663-2376adviserinfo.sec.gov

Advisers in Overland Park that manage private funds

9 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Creative PlanningOverland ParkKS5Not listed5Not listedNot listed$197.4 million$295.57 billionadviserinfo.sec.gov
Silverhawk Capital Partners, LLCOverland ParkKS5Not listed5Not listedNot listed$140 million$138.9 millionadviserinfo.sec.gov
UMB Private Wealth Management, LLCOverland ParkKS4Not listed4Not listedNot listed$70.2 million$124.7 millionadviserinfo.sec.gov
Mcd-Kissner GP, LLCOverland ParkKS3Not listed3Not listedNot listed$753.2 million$1.02 billionadviserinfo.sec.gov
MarinerOverland ParkKS2Not listed2Not listedNot listed$11.4 million$125.41 billionadviserinfo.sec.gov
Tortoise Capital Advisors, L.L.C.Overland ParkKS1Not listedNot listedNot listedNot listedNot listed$8.93 billionadviserinfo.sec.gov
Tyr Capital Advisors, LLCOverland ParkKS1Not listed1Not listedNot listed$244.1 million$244.1 millionadviserinfo.sec.gov
DemarcheOverland ParkKS1Not listedNot listedNot listedNot listed$7.8 million$228.4 millionadviserinfo.sec.gov
Quantum Financial Partners LLCOverland ParkKS11Not listedNot listedNot listed$9.6 million$148.6 millionadviserinfo.sec.gov

Newest SEC registrations in Overland Park

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Engage Wealth Advisors, LLCOverland ParkKSAugust 27, 2026$112.1 millionengageadvisors.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.