Data / Investment advisers / Serving corporations and other businesses / Kansas
Investment advisers in Kansas serving corporations and other businesses: 70 firms
70 SEC registered investment advisers with a main office in Kansas report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $13.5 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.
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.
- 70Advisers
- $13.5 billionAUM from this client type
- 70Advisers over $100 million
- November 2, 2026File date
Advisers in Kansas serving corporations and other businesses
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 | 1,847 | $7.13 billion | $295.57 billion | adviserinfo.sec.gov |
| Mariner | Overland Park | 257 | $879.7 million | $125.41 billion | adviserinfo.sec.gov |
| Palmer Square Capital Management LLC | Mission Woods | 12 | $740.5 million | $25.59 billion | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | 382 | $739 million | $39.14 billion | adviserinfo.sec.gov |
| Onedigital | Overland Park | 88 | $651.4 million | $155.41 billion | adviserinfo.sec.gov |
| Postrock Partners LLC | Overland Park | 15 | $374.8 million | $489.1 million | adviserinfo.sec.gov |
| Ae Wealth Management, LLC | Topeka | 621 | $355.9 million | $49.84 billion | adviserinfo.sec.gov |
| Pinion Wealth Management, LLC | Wichita | 107 | $309 million | $837.1 million | adviserinfo.sec.gov |
| Mariner Independent | Overland Park | 46 | $286.6 million | $7.34 billion | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | 132 | $252.1 million | $6.25 billion | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | 38 | $210.9 million | $8.93 billion | adviserinfo.sec.gov |
| Kavar Capital Partners | Leawood | Fewer than 5 | $160.9 million | $1.58 billion | adviserinfo.sec.gov |
| Creativeone Securities, LLC | Overland Park | 64 | $152.2 million | $2.54 billion | adviserinfo.sec.gov |
| Keating Financial Advisory Services | Manhattan | 87 | $124.4 million | $1.45 billion | adviserinfo.sec.gov |
| Demarche | Overland Park | 10 | $118.6 million | $228.4 million | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | 84 | $118 million | $9.57 billion | adviserinfo.sec.gov |
| Retirement Portfolios, LLC | Lawrence | Fewer than 5 | $96 million | $290 million | adviserinfo.sec.gov |
| Cetera Planning Partners | Leawood | 86 | $64 million | $4.16 billion | adviserinfo.sec.gov |
| Fci Advisors | Overland Park | 29 | $61.1 million | $1.47 billion | adviserinfo.sec.gov |
| Ofg Financial Services, Inc. | Topeka | 5 | $61 million | $271 million | adviserinfo.sec.gov |
| Fortune Financial Advisors, LLC | Overland Park | Fewer than 5 | $60.8 million | $322.6 million | adviserinfo.sec.gov |
| Kornitzer Capital Management, Inc. | Mission | 16 | $60.5 million | $6.49 billion | adviserinfo.sec.gov |
| Fortis Capital Advisors, LLC | Prairie Village | 18 | $50 million | $1.62 billion | adviserinfo.sec.gov |
| Canvas Wealth Advisors, LLC | Shawnee | 11 | $47.9 million | $929.2 million | adviserinfo.sec.gov |
| Columbia Capital Management, LLC | Merriam | 6 | $41.3 million | $2.09 billion | adviserinfo.sec.gov |
| Cabin Advisors, LLC | Overland Park | 40 | $37.9 million | $220.2 million | adviserinfo.sec.gov |
| Wealth Alliance Advisory Group, LLC | Wichita | 16 | $35.5 million | $978.6 million | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | 17 | $32.6 million | $840.2 million | adviserinfo.sec.gov |
| Fas Wealth Partners, Inc. | Leawood | 8 | $32.5 million | $3.78 billion | adviserinfo.sec.gov |
| Adamsbrown Wealth Consultants LLC | Wichita | 43 | $27.9 million | $1.12 billion | adviserinfo.sec.gov |
| Redstone Advisors Inc | Wichita | 2 | $24.4 million | $490.6 million | adviserinfo.sec.gov |
| Nova R Wealth, Inc. | Overland Park | Fewer than 5 | $24.2 million | $452.6 million | adviserinfo.sec.gov |
| Mattern Wealth Management LLC | Lawrence | 8 | $24.1 million | $579 million | adviserinfo.sec.gov |
| Legacy Financial Strategies, LLC | Overland Park | Fewer than 5 | $14 million | $952 million | adviserinfo.sec.gov |
| S&A Financial Services, Inc. | Overland Park | 9 | $11.7 million | $392.3 million | adviserinfo.sec.gov |
| Waterfront Wealth Inc. | Overland Park | Fewer than 5 | $11 million | $1.14 billion | adviserinfo.sec.gov |
| Lexaurum Advisors | Overland Park | 31 | $10.9 million | $1.27 billion | adviserinfo.sec.gov |
| Endeavor Private Wealth, Inc. | Topeka | 5 | $10.2 million | $595.3 million | adviserinfo.sec.gov |
| United Capital Management of Kansas, Inc. | Salina | 30 | $10.2 million | $884.8 million | adviserinfo.sec.gov |
| Great Range Capital, LLC | Mission Woods | 1 | $10 million | $495 million | adviserinfo.sec.gov |
| Prevail Innovative Wealth Advisors, LLC | Leawood | 4 | $9.5 million | $931.8 million | adviserinfo.sec.gov |
| ETF Portfolio Partners, Inc. | Leawood | 8 | $7.3 million | $431.1 million | adviserinfo.sec.gov |
| Normandy Investment Advisors | Leawood | 3 | $7.3 million | $273.4 million | adviserinfo.sec.gov |
| Westward Investment Advisory | Mission | 3 | $7.3 million | $571.5 million | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | 3 | $6.6 million | $1.52 billion | adviserinfo.sec.gov |
| Financial Partners Group, Inc. | Overland Park | 2 | $5.2 million | $1.15 billion | adviserinfo.sec.gov |
| Legacy Investment Partners, LLC | Overland Park | 1 | $4.5 million | $403.1 million | adviserinfo.sec.gov |
| Beyond Wealth | Overland Park | Fewer than 5 | $3.7 million | $122.5 million | adviserinfo.sec.gov |
| Schwarz Investment Partners | Silver Lake | 1 | $3.4 million | $184.9 million | adviserinfo.sec.gov |
| Rocky Mountain Advisers, LLC | Salina | 5 | $3.3 million | $3.15 billion | adviserinfo.sec.gov |
| Douglass Investment Group | Wichita | Fewer than 5 | $2.6 million | $173.6 million | adviserinfo.sec.gov |
| Gentry Private Wealth | Wichita | 1 | $2.5 million | $307.7 million | adviserinfo.sec.gov |
| Berkeley Capital Management, LLC | Ellsworth | 10 | $2.5 million | $128.5 million | adviserinfo.sec.gov |
| Rademacher Financial, Inc. | Lawrence | 6 | $2.5 million | $234.3 million | adviserinfo.sec.gov |
| CGN Advisors, LLC | Manhattan | 7 | $2.3 million | $1.60 billion | adviserinfo.sec.gov |
| PCG Wealth Management | Overland Park | 3 | $1.5 million | $931.1 million | adviserinfo.sec.gov |
| UMB Private Wealth Management, LLC | Overland Park | 1 | $1.3 million | $124.7 million | adviserinfo.sec.gov |
| Next Generation Investing, LLC | Topeka | Fewer than 5 | $1 million | $128 million | adviserinfo.sec.gov |
| Cornerstone Advisors | Topeka | 2 | $752,783 | $265.1 million | adviserinfo.sec.gov |
| Mitchell Capital Management Co | Leawood | 1 | $679,282 | $847.3 million | adviserinfo.sec.gov |
| The Perspective Group | Lawrence | 1 | $664,228 | $225.1 million | adviserinfo.sec.gov |
| Keen Wealth Advisors | Overland Park | 1 | $552,321 | $1.23 billion | adviserinfo.sec.gov |
| Clayton Wealth Partners | Topeka | Fewer than 5 | $458,561 | $909.8 million | adviserinfo.sec.gov |
| Freestate Advisors LLC | Overland Park | Fewer than 5 | $444,392 | $181.8 million | adviserinfo.sec.gov |
| RSG Investments LLC | Overland Park | 6 | $412,710 | $140.5 million | adviserinfo.sec.gov |
| Invisor | Seneca | 2 | $410,690 | $198.5 million | adviserinfo.sec.gov |
| Novadius Wealth Management | Overland Park | 3 | $405,993 | $168.2 million | adviserinfo.sec.gov |
| Greenup Street Wealth Management LLC | Overland Park | Fewer than 5 | $378,688 | $900.4 million | adviserinfo.sec.gov |
| Proactive Capital Management, Inc. | Topeka | 1 | $244,102 | $170.7 million | adviserinfo.sec.gov |
| Collaborative Portfolio Management | Overland Park | Fewer than 5 | $52,187 | $178.7 million | 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.