Data / Investment advisers / Serving charitable organizations / Kansas
Investment advisers in Kansas serving charitable organizations: 72 firms
72 SEC registered investment advisers with a main office in Kansas report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $6.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Creative Planning.
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- 72Advisers
- $6.8 billionAUM from this client type
- 70Advisers over $100 million
- November 2, 2026File date
Advisers in Kansas serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Creative Planning | Overland Park | 335 | $4.14 billion | $295.57 billion | adviserinfo.sec.gov |
| Mariner | Overland Park | 145 | $683.8 million | $125.41 billion | adviserinfo.sec.gov |
| Palmer Square Capital Management LLC | Mission Woods | 12 | $349.6 million | $25.59 billion | adviserinfo.sec.gov |
| Providence Financial Advisors, LLC | Overland Park | 11 | $216.6 million | $428.1 million | adviserinfo.sec.gov |
| Onedigital | Overland Park | 22 | $149.5 million | $155.41 billion | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | 10 | $127.8 million | $8.93 billion | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | 54 | $126.7 million | $9.57 billion | adviserinfo.sec.gov |
| Clayton Wealth Partners | Topeka | 19 | $125.8 million | $909.8 million | adviserinfo.sec.gov |
| Rocky Mountain Advisers, LLC | Salina | 12 | $124.3 million | $3.15 billion | adviserinfo.sec.gov |
| Demarche | Overland Park | 4 | $95.5 million | $228.4 million | adviserinfo.sec.gov |
| Kornitzer Capital Management, Inc. | Mission | 32 | $75.5 million | $6.49 billion | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | 75 | $43.5 million | $39.14 billion | adviserinfo.sec.gov |
| Fci Advisors | Overland Park | 19 | $40.9 million | $1.47 billion | adviserinfo.sec.gov |
| Sunesis Advisors, LLC | Overland Park | Fewer than 5 | $37.5 million | $1.48 billion | adviserinfo.sec.gov |
| Waterfront Wealth Inc. | Overland Park | Fewer than 5 | $37 million | $1.14 billion | adviserinfo.sec.gov |
| Mitchell Capital Management Co | Leawood | 4 | $34.1 million | $847.3 million | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | 21 | $33.9 million | $6.25 billion | adviserinfo.sec.gov |
| Storyone Family Office | Overland Park | 3 | $32.8 million | $259.4 million | adviserinfo.sec.gov |
| Wealth Alliance Advisory Group, LLC | Wichita | 5 | $32.1 million | $978.6 million | adviserinfo.sec.gov |
| 503 Capital Partners, LLC | Leawood | Fewer than 5 | $30.1 million | $636.4 million | adviserinfo.sec.gov |
| Gentry Private Wealth | Wichita | 2 | $28.6 million | $307.7 million | adviserinfo.sec.gov |
| United Capital Management of Kansas, Inc. | Salina | 16 | $23.1 million | $884.8 million | adviserinfo.sec.gov |
| Stepp & Rothwell Inc | Overland Park | 1 | $19.7 million | $1.06 billion | adviserinfo.sec.gov |
| Canvas Wealth Advisors, LLC | Shawnee | 5 | $19.3 million | $929.2 million | adviserinfo.sec.gov |
| Endeavor Private Wealth, Inc. | Topeka | 9 | $18 million | $595.3 million | adviserinfo.sec.gov |
| Collaborative Portfolio Management | Overland Park | Fewer than 5 | $17.4 million | $178.7 million | adviserinfo.sec.gov |
| Redstone Advisors Inc | Wichita | 5 | $17.3 million | $490.6 million | adviserinfo.sec.gov |
| Kavar Capital Partners | Leawood | Fewer than 5 | $16.8 million | $1.58 billion | adviserinfo.sec.gov |
| Keating Financial Advisory Services | Manhattan | 30 | $14.3 million | $1.45 billion | adviserinfo.sec.gov |
| Lexaurum Advisors | Overland Park | 9 | $11.2 million | $1.27 billion | adviserinfo.sec.gov |
| Legacy Financial Strategies, LLC | Overland Park | Fewer than 5 | $8.7 million | $952 million | adviserinfo.sec.gov |
| Ae Wealth Management, LLC | Topeka | 32 | $8.7 million | $49.84 billion | adviserinfo.sec.gov |
| Douglass Investment Group | Wichita | Fewer than 5 | $8 million | $173.6 million | adviserinfo.sec.gov |
| Midwest Financial Group LLC | Overland Park | 5 | $7.6 million | $566.1 million | adviserinfo.sec.gov |
| Quantum Financial Partners LLC | Overland Park | Fewer than 5 | $7.1 million | $148.6 million | adviserinfo.sec.gov |
| Proactive Capital Management, Inc. | Topeka | 5 | $6.7 million | $170.7 million | adviserinfo.sec.gov |
| Adamsbrown Wealth Consultants LLC | Wichita | Fewer than 5 | $6.6 million | $1.12 billion | adviserinfo.sec.gov |
| Berkeley Capital Management, LLC | Ellsworth | 6 | $6.4 million | $128.5 million | adviserinfo.sec.gov |
| Pinion Wealth Management, LLC | Wichita | 7 | $6.2 million | $837.1 million | adviserinfo.sec.gov |
| CGN Advisors, LLC | Manhattan | 7 | $5.9 million | $1.60 billion | adviserinfo.sec.gov |
| Keen Wealth Advisors | Overland Park | 2 | $5.3 million | $1.23 billion | adviserinfo.sec.gov |
| Legacy Investment Partners, LLC | Overland Park | 6 | $3.7 million | $403.1 million | adviserinfo.sec.gov |
| Mariner Independent | Overland Park | Fewer than 5 | $3.5 million | $7.34 billion | adviserinfo.sec.gov |
| ETF Portfolio Partners, Inc. | Leawood | 6 | $3.5 million | $431.1 million | adviserinfo.sec.gov |
| Invisor | Seneca | 2 | $2.8 million | $198.5 million | adviserinfo.sec.gov |
| Westward Investment Advisory | Mission | 1 | $2.6 million | $571.5 million | adviserinfo.sec.gov |
| Greenup Street Wealth Management LLC | Overland Park | Fewer than 5 | $2.3 million | $900.4 million | adviserinfo.sec.gov |
| PCG Wealth Management | Overland Park | 8 | $2.2 million | $931.1 million | adviserinfo.sec.gov |
| Fortis Capital Advisors, LLC | Prairie Village | 2 | $2 million | $1.62 billion | adviserinfo.sec.gov |
| Aspyre Wealth Partners | Overland Park | Fewer than 5 | $2 million | $668.3 million | adviserinfo.sec.gov |
| The Perspective Group | Lawrence | 1 | $1.5 million | $225.1 million | adviserinfo.sec.gov |
| Normandy Investment Advisors | Leawood | 3 | $1.4 million | $273.4 million | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | 4 | $1.4 million | $840.2 million | adviserinfo.sec.gov |
| Fas Wealth Partners, Inc. | Leawood | Fewer than 5 | $1.4 million | $3.78 billion | adviserinfo.sec.gov |
| One Advisory Partners, LLC | Overland Park | Fewer than 5 | $1 million | $369.5 million | adviserinfo.sec.gov |
| Next Generation Investing, LLC | Topeka | Fewer than 5 | $1 million | $128 million | adviserinfo.sec.gov |
| Freestate Advisors LLC | Overland Park | Fewer than 5 | $951,831 | $181.8 million | adviserinfo.sec.gov |
| Windward Private Wealth Management Inc. | Overland Park | 9 | $891,212 | $309.6 million | adviserinfo.sec.gov |
| Financial Partners Group, Inc. | Overland Park | 3 | $675,137 | $1.15 billion | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | 1 | $542,772 | $1.52 billion | adviserinfo.sec.gov |
| Rademacher Financial, Inc. | Lawrence | 3 | $513,516 | $234.3 million | adviserinfo.sec.gov |
| Searcy Financial Services, Inc. | Overland Park | Fewer than 5 | $418,712 | $514 million | adviserinfo.sec.gov |
| Allos Investment Advisors, LLC | Overland Park | Fewer than 5 | $224,785 | $73.6 million | adviserinfo.sec.gov |
| Schwarz Investment Partners | Silver Lake | 1 | $194,650 | $184.9 million | adviserinfo.sec.gov |
| SJHL Financial Group | McPherson | 1 | $142,148 | $174.5 million | adviserinfo.sec.gov |
| Nova R Wealth, Inc. | Overland Park | Fewer than 5 | $129,972 | $452.6 million | adviserinfo.sec.gov |
| Prevail Innovative Wealth Advisors, LLC | Leawood | Fewer than 5 | $126,079 | $931.8 million | adviserinfo.sec.gov |
| Mattern Wealth Management LLC | Lawrence | Fewer than 5 | $120,509 | $579 million | adviserinfo.sec.gov |
| Retirewise Tax and Wealth Advisors, Inc. | Topeka | Fewer than 5 | $120,000 | $242.9 million | adviserinfo.sec.gov |
| Glass Lakes Capital Management LLC | Overland Park | Fewer than 5 | $10,683 | $178.3 million | adviserinfo.sec.gov |
| Cornerstone Advisors | Topeka | 1 | $6 | $265.1 million | adviserinfo.sec.gov |
| Demarche | Overland Park | 8 | Not listed | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.