Data / Investment advisers / Serving high net worth individuals / Kansas
Investment advisers in Kansas serving high net worth individuals: 109 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
109 SEC registered investment advisers with a main office in Kansas report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $372 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.
The request: Every investment adviser in Kansas that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 109Advisers
- $372 billionAUM from this client type
- 108Advisers over $100 million
- November 2, 2026File date
Advisers in Kansas serving high net worth individuals
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 | 39,511 | $164.44 billion | $295.57 billion | adviserinfo.sec.gov |
| Mariner | Overland Park | 22,322 | $104.87 billion | $125.41 billion | adviserinfo.sec.gov |
| Ae Wealth Management, LLC | Topeka | 9,444 | $19.08 billion | $49.84 billion | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | 5,571 | $12.98 billion | $39.14 billion | adviserinfo.sec.gov |
| Onedigital | Overland Park | 3,846 | $12.48 billion | $155.41 billion | adviserinfo.sec.gov |
| Mariner Independent | Overland Park | 1,575 | $5.92 billion | $7.34 billion | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | 2,202 | $5.51 billion | $9.57 billion | adviserinfo.sec.gov |
| Cetera Planning Partners | Leawood | 1,488 | $3.34 billion | $4.16 billion | adviserinfo.sec.gov |
| Fas Wealth Partners, Inc. | Leawood | 607 | $2.94 billion | $3.78 billion | adviserinfo.sec.gov |
| Kornitzer Capital Management, Inc. | Mission | 700 | $2.85 billion | $6.49 billion | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | 1,738 | $2.24 billion | $6.25 billion | adviserinfo.sec.gov |
| Sunesis Advisors, LLC | Overland Park | 15 | $1.45 billion | $1.48 billion | adviserinfo.sec.gov |
| Caliber Wealth Management, LLC | Overland Park | 506 | $1.35 billion | $1.76 billion | adviserinfo.sec.gov |
| CGN Advisors, LLC | Manhattan | 493 | $1.22 billion | $1.60 billion | adviserinfo.sec.gov |
| Kavar Capital Partners | Leawood | 230 | $1.21 billion | $1.58 billion | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | 351 | $1.05 billion | $1.52 billion | adviserinfo.sec.gov |
| Fortis Capital Advisors, LLC | Prairie Village | 363 | $1.04 billion | $1.62 billion | adviserinfo.sec.gov |
| Stepp & Rothwell Inc | Overland Park | 274 | $1.01 billion | $1.06 billion | adviserinfo.sec.gov |
| Keen Wealth Advisors | Overland Park | 404 | $999.7 million | $1.23 billion | adviserinfo.sec.gov |
| Waterfront Wealth Inc. | Overland Park | 265 | $935 million | $1.14 billion | adviserinfo.sec.gov |
| Financial Partners Group, Inc. | Overland Park | 373 | $895.6 million | $1.15 billion | adviserinfo.sec.gov |
| Triad Wealth Partners, LLC | Lawrence | 515 | $847.6 million | $1.53 billion | adviserinfo.sec.gov |
| Lexaurum Advisors | Overland Park | 331 | $782.1 million | $1.27 billion | adviserinfo.sec.gov |
| Canvas Wealth Advisors, LLC | Shawnee | 222 | $736.3 million | $929.2 million | adviserinfo.sec.gov |
| Paragon Capital Management LLC | Overland Park | 216 | $669.7 million | $739.8 million | adviserinfo.sec.gov |
| Legacy Financial Strategies, LLC | Overland Park | 304 | $638.6 million | $952 million | adviserinfo.sec.gov |
| Creativeone Securities, LLC | Overland Park | 310 | $630.7 million | $2.54 billion | adviserinfo.sec.gov |
| Greenup Street Wealth Management LLC | Overland Park | 290 | $628 million | $900.4 million | adviserinfo.sec.gov |
| Rocky Mountain Advisers, LLC | Salina | 96 | $609.9 million | $3.15 billion | adviserinfo.sec.gov |
| Adamsbrown Wealth Consultants LLC | Wichita | 264 | $601.5 million | $1.12 billion | adviserinfo.sec.gov |
| BCWM | Overland Park | 191 | $598.7 million | $665.2 million | adviserinfo.sec.gov |
| Aspyre Wealth Partners | Overland Park | 157 | $559.7 million | $668.3 million | adviserinfo.sec.gov |
| Westward Investment Advisory | Mission | 9 | $557.3 million | $571.5 million | adviserinfo.sec.gov |
| United Capital Management of Kansas, Inc. | Salina | 316 | $547.4 million | $884.8 million | adviserinfo.sec.gov |
| Wealth Alliance Advisory Group, LLC | Wichita | 223 | $545.6 million | $978.6 million | adviserinfo.sec.gov |
| Keating Financial Advisory Services | Manhattan | 235 | $542.8 million | $1.45 billion | adviserinfo.sec.gov |
| Mitchell Capital Management Co | Leawood | 140 | $507 million | $847.3 million | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | 259 | $502.9 million | $8.93 billion | adviserinfo.sec.gov |
| PCG Wealth Management | Overland Park | 233 | $477.1 million | $931.1 million | adviserinfo.sec.gov |
| Clayton Wealth Partners | Topeka | 110 | $470.4 million | $909.8 million | adviserinfo.sec.gov |
| Yukon Wealth Management, Inc. | Overland Park | 41 | $452.4 million | $467.4 million | adviserinfo.sec.gov |
| Prevail Innovative Wealth Advisors, LLC | Leawood | 162 | $450.5 million | $931.8 million | adviserinfo.sec.gov |
| Endeavor Private Wealth, Inc. | Topeka | 172 | $438 million | $595.3 million | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | 170 | $428.6 million | $840.2 million | adviserinfo.sec.gov |
| Pinion Wealth Management, LLC | Wichita | 146 | $427.5 million | $837.1 million | adviserinfo.sec.gov |
| Mariner | Overland Park, | 46 | $423.8 million | $2.77 billion | adviserinfo.sec.gov |
| Mattern Wealth Management LLC | Lawrence | 127 | $416.8 million | $579 million | adviserinfo.sec.gov |
| Midwest Financial Group LLC | Overland Park | 204 | $413.9 million | $566.1 million | adviserinfo.sec.gov |
| Legacy Investment Partners, LLC | Overland Park | 72 | $371.9 million | $403.1 million | adviserinfo.sec.gov |
| Palmer Square Capital Management LLC | Mission Woods | 47 | $365.4 million | $25.59 billion | adviserinfo.sec.gov |
| Searcy Financial Services, Inc. | Overland Park | 104 | $363.4 million | $514 million | adviserinfo.sec.gov |
| Nova R Wealth, Inc. | Overland Park | 113 | $352.1 million | $452.6 million | adviserinfo.sec.gov |
| ETF Portfolio Partners, Inc. | Leawood | 107 | $321.7 million | $431.1 million | adviserinfo.sec.gov |
| Steffes Financial, LTD | Overland Park | 92 | $303.7 million | $611.5 million | adviserinfo.sec.gov |
| One Advisory Partners, LLC | Overland Park | 101 | $275.8 million | $369.5 million | adviserinfo.sec.gov |
| Sound Stewardship, LLC | Overland Park | 129 | $265.7 million | $284.6 million | adviserinfo.sec.gov |
| Carlson Financial | Topeka | 173 | $265.5 million | $632.2 million | adviserinfo.sec.gov |
| MN Wealth Advisors, LLC | Overland Park | 112 | $244.2 million | $394.2 million | adviserinfo.sec.gov |
| Redstone Advisors Inc | Wichita | 66 | $242.6 million | $490.6 million | adviserinfo.sec.gov |
| Viawealth, LLC | Leawood | 49 | $239.3 million | $260.7 million | adviserinfo.sec.gov |
| Windward Private Wealth Management Inc. | Overland Park | 97 | $235.7 million | $309.6 million | adviserinfo.sec.gov |
| Fortune Financial Advisors, LLC | Overland Park | 84 | $225.4 million | $322.6 million | adviserinfo.sec.gov |
| 503 Capital Partners, LLC | Leawood | 5 | $213.8 million | $636.4 million | adviserinfo.sec.gov |
| Centerpoint Advisory Group, LLC | Overland Park | 97 | $212.4 million | $276.3 million | adviserinfo.sec.gov |
| Agh Wealth Advisors, LLC | Wichita | 220 | $206.4 million | $456.3 million | adviserinfo.sec.gov |
| Mokan Wealth Management | Overland Park | 93 | $201.3 million | $250.3 million | adviserinfo.sec.gov |
| Dogwood Wealth Management, LLC | Lenexa | 87 | $200 million | $257.2 million | adviserinfo.sec.gov |
| Storyone Family Office | Overland Park | 51 | $197.5 million | $259.4 million | adviserinfo.sec.gov |
| Normandy Investment Advisors | Leawood | 72 | $193.9 million | $273.4 million | adviserinfo.sec.gov |
| Two West Capital Advisors LLC | Overland Park | 90 | $192.1 million | $3.89 billion | adviserinfo.sec.gov |
| Cornerstone Advisors | Topeka | 100 | $185.2 million | $265.1 million | adviserinfo.sec.gov |
| Gentry Private Wealth | Wichita | 88 | $183.1 million | $307.7 million | adviserinfo.sec.gov |
| Retirewise Tax and Wealth Advisors, Inc. | Topeka | 79 | $170.6 million | $242.9 million | adviserinfo.sec.gov |
| Glass Lakes Capital Management LLC | Overland Park | 89 | $167.2 million | $178.3 million | adviserinfo.sec.gov |
| Balanced Financial Planning, Inc. | Overland Park | 58 | $166.3 million | $181.3 million | adviserinfo.sec.gov |
| S&A Financial Services, Inc. | Overland Park | 84 | $163.3 million | $392.3 million | adviserinfo.sec.gov |
| Curtis Capital Advisors | Overland Park | 20 | $151 million | $165.5 million | adviserinfo.sec.gov |
| Providence Financial Advisors, LLC | Overland Park | 58 | $147 million | $428.1 million | adviserinfo.sec.gov |
| Everest Wealth Management | Leawood | 18 | $146.1 million | $237.4 million | adviserinfo.sec.gov |
| The Perspective Group | Lawrence | 105 | $145.9 million | $225.1 million | adviserinfo.sec.gov |
| Insight Financial Services | Overland Park | 130 | $137.8 million | $213.8 million | adviserinfo.sec.gov |
| Freestate Advisors LLC | Overland Park | 83 | $137.7 million | $181.8 million | adviserinfo.sec.gov |
| Douglass Investment Group | Wichita | 55 | $133 million | $173.6 million | adviserinfo.sec.gov |
| Collaborative Portfolio Management | Overland Park | 68 | $122.3 million | $178.7 million | adviserinfo.sec.gov |
| RPR Financial | Overland Park | 38 | $120.5 million | $162.1 million | adviserinfo.sec.gov |
| Retirement Portfolios, LLC | Lawrence | 90 | $120 million | $290 million | adviserinfo.sec.gov |
| Postrock Partners LLC | Overland Park | 19 | $112.7 million | $489.1 million | adviserinfo.sec.gov |
| Rademacher Financial, Inc. | Lawrence | 44 | $108.8 million | $234.3 million | adviserinfo.sec.gov |
| Konza Global Wealth Group | Overland Park | 33 | $100.6 million | $125.2 million | adviserinfo.sec.gov |
| SJHL Financial Group | McPherson | 48 | $99 million | $174.5 million | adviserinfo.sec.gov |
| Cabin Advisors, LLC | Overland Park | 112 | $94.5 million | $220.2 million | adviserinfo.sec.gov |
| Novadius Wealth Management | Overland Park | 39 | $94.2 million | $168.2 million | adviserinfo.sec.gov |
| Market Investment Group, LLC | Wichita | 62 | $92.8 million | $416.4 million | adviserinfo.sec.gov |
| Cornerstone Securities LLC | Overland Park | 88 | $92.2 million | $210 million | adviserinfo.sec.gov |
| Davis Financial Management, Inc. | Overland Park | 51 | $91.5 million | $144.6 million | adviserinfo.sec.gov |
| Proactive Capital Management, Inc. | Topeka | 41 | $83 million | $170.7 million | adviserinfo.sec.gov |
| Next Generation Investing, LLC | Topeka | 115 | $79 million | $128 million | adviserinfo.sec.gov |
| Berkeley Capital Management, LLC | Ellsworth | 32 | $66.2 million | $128.5 million | adviserinfo.sec.gov |
| Pathway Financial Solutions, Inc. | Salina | 33 | $64.4 million | $135.3 million | adviserinfo.sec.gov |
| Beyond Wealth | Overland Park | 31 | $57.1 million | $122.5 million | adviserinfo.sec.gov |
| Quantum Financial Partners LLC | Overland Park | 42 | $53.7 million | $148.6 million | adviserinfo.sec.gov |
| RSG Investments LLC | Overland Park | 21 | $47.7 million | $140.5 million | adviserinfo.sec.gov |
| UMB Private Wealth Management, LLC | Overland Park | 25 | $44.8 million | $124.7 million | adviserinfo.sec.gov |
| Copper Financial | Lenexa | 30 | $44.7 million | $410.7 million | adviserinfo.sec.gov |
| Schwarz Investment Partners | Silver Lake | 21 | $40.7 million | $184.9 million | adviserinfo.sec.gov |
| Fci Advisors | Overland Park | 16 | $32 million | $1.47 billion | adviserinfo.sec.gov |
| Invisor | Seneca | 59 | $31.2 million | $198.5 million | adviserinfo.sec.gov |
| Engage Wealth Advisors, LLC | Overland Park | 38 | $30.4 million | $112.1 million | adviserinfo.sec.gov |
| Allos Investment Advisors, LLC | Overland Park | 7 | $12 million | $73.6 million | 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.