Data / Investment advisers / Serving individuals / Kansas
Investment advisers in Kansas serving individuals: 108 firms
108 SEC registered investment advisers with a main office in Kansas report individuals among their clients in Form ADV item 5.D, and together they attribute $95.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ae Wealth Management, LLC.
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.
- 108Advisers
- $95.1 billionAUM from this client type
- 106Advisers over $100 million
- November 2, 2026File date
Advisers in Kansas serving 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 |
|---|
| Ae Wealth Management, LLC | Topeka | 117,769 | $30.20 billion | $49.84 billion | adviserinfo.sec.gov |
| Creative Planning | Overland Park | 47,540 | $19.52 billion | $295.57 billion | adviserinfo.sec.gov |
| Mariner | Overland Park | 32,261 | $10.67 billion | $125.41 billion | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | 16,558 | $5.84 billion | $39.14 billion | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | 13,898 | $3.82 billion | $9.57 billion | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | 20,326 | $3.61 billion | $6.25 billion | adviserinfo.sec.gov |
| Onedigital | Overland Park | 9,087 | $2.86 billion | $155.41 billion | adviserinfo.sec.gov |
| Mariner | Overland Park, | 3,491 | $2.35 billion | $2.77 billion | adviserinfo.sec.gov |
| Creativeone Securities, LLC | Overland Park | 12,052 | $1.64 billion | $2.54 billion | adviserinfo.sec.gov |
| Mariner Independent | Overland Park | 2,686 | $1.13 billion | $7.34 billion | adviserinfo.sec.gov |
| Keating Financial Advisory Services | Manhattan | 4,759 | $741.3 million | $1.45 billion | adviserinfo.sec.gov |
| Fas Wealth Partners, Inc. | Leawood | 917 | $711.1 million | $3.78 billion | adviserinfo.sec.gov |
| Cetera Planning Partners | Leawood | 3,260 | $686.6 million | $4.16 billion | adviserinfo.sec.gov |
| Triad Wealth Partners, LLC | Lawrence | 3,381 | $679 million | $1.53 billion | adviserinfo.sec.gov |
| Fortis Capital Advisors, LLC | Prairie Village | 1,764 | $474.8 million | $1.62 billion | adviserinfo.sec.gov |
| Lexaurum Advisors | Overland Park | 1,858 | $462.9 million | $1.27 billion | adviserinfo.sec.gov |
| Caliber Wealth Management, LLC | Overland Park | 1,162 | $415.4 million | $1.76 billion | adviserinfo.sec.gov |
| PCG Wealth Management | Overland Park | 1,586 | $409.1 million | $931.1 million | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | 1,156 | $369.3 million | $840.2 million | adviserinfo.sec.gov |
| Carlson Financial | Topeka | 924 | $366.7 million | $632.2 million | adviserinfo.sec.gov |
| Copper Financial | Lenexa | 4,135 | $366 million | $410.7 million | adviserinfo.sec.gov |
| Adamsbrown Wealth Consultants LLC | Wichita | 1,554 | $328.2 million | $1.12 billion | adviserinfo.sec.gov |
| Market Investment Group, LLC | Wichita | 1,752 | $323.6 million | $416.4 million | adviserinfo.sec.gov |
| Clayton Wealth Partners | Topeka | 606 | $302 million | $909.8 million | adviserinfo.sec.gov |
| CGN Advisors, LLC | Manhattan | 788 | $281.7 million | $1.60 billion | adviserinfo.sec.gov |
| Greenup Street Wealth Management LLC | Overland Park | 683 | $266.4 million | $900.4 million | adviserinfo.sec.gov |
| United Capital Management of Kansas, Inc. | Salina | 1,286 | $261.6 million | $884.8 million | adviserinfo.sec.gov |
| Financial Partners Group, Inc. | Overland Park | 840 | $244.2 million | $1.15 billion | adviserinfo.sec.gov |
| Keen Wealth Advisors | Overland Park | 610 | $225.3 million | $1.23 billion | adviserinfo.sec.gov |
| Prevail Innovative Wealth Advisors, LLC | Leawood | 626 | $210.6 million | $931.8 million | adviserinfo.sec.gov |
| Ofg Financial Services, Inc. | Topeka | 850 | $210 million | $271 million | adviserinfo.sec.gov |
| Wealth Alliance Advisory Group, LLC | Wichita | 693 | $208.7 million | $978.6 million | adviserinfo.sec.gov |
| S&A Financial Services, Inc. | Overland Park | 1,076 | $186.1 million | $392.3 million | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | 419 | $183.2 million | $1.52 billion | adviserinfo.sec.gov |
| Waterfront Wealth Inc. | Overland Park | 527 | $150 million | $1.14 billion | adviserinfo.sec.gov |
| MN Wealth Advisors, LLC | Overland Park | 459 | $148.2 million | $394.2 million | adviserinfo.sec.gov |
| Schwarz Investment Partners | Silver Lake | 693 | $140.1 million | $184.9 million | adviserinfo.sec.gov |
| Midwest Financial Group LLC | Overland Park | 727 | $138.4 million | $566.1 million | adviserinfo.sec.gov |
| Mattern Wealth Management LLC | Lawrence | 478 | $138 million | $579 million | adviserinfo.sec.gov |
| Legacy Financial Strategies, LLC | Overland Park | 331 | $136 million | $952 million | adviserinfo.sec.gov |
| Endeavor Private Wealth, Inc. | Topeka | 349 | $129.1 million | $595.3 million | adviserinfo.sec.gov |
| Canvas Wealth Advisors, LLC | Shawnee | 315 | $125.7 million | $929.2 million | adviserinfo.sec.gov |
| Fci Advisors | Overland Park | 433 | $122.8 million | $1.47 billion | adviserinfo.sec.gov |
| Kornitzer Capital Management, Inc. | Mission | 1,188 | $121.7 million | $6.49 billion | adviserinfo.sec.gov |
| Cornerstone Securities LLC | Overland Park | 812 | $117.8 million | $210 million | adviserinfo.sec.gov |
| Aspyre Wealth Partners | Overland Park | 172 | $106.7 million | $668.3 million | adviserinfo.sec.gov |
| ETF Portfolio Partners, Inc. | Leawood | 322 | $98.6 million | $431.1 million | adviserinfo.sec.gov |
| One Advisory Partners, LLC | Overland Park | 213 | $92.7 million | $369.5 million | adviserinfo.sec.gov |
| RSG Investments LLC | Overland Park | 532 | $92.2 million | $140.5 million | adviserinfo.sec.gov |
| Everest Wealth Management | Leawood | 73 | $91.4 million | $237.4 million | adviserinfo.sec.gov |
| Pinion Wealth Management, LLC | Wichita | 350 | $88 million | $837.1 million | adviserinfo.sec.gov |
| Cabin Advisors, LLC | Overland Park | 256 | $85.5 million | $220.2 million | adviserinfo.sec.gov |
| Kavar Capital Partners | Leawood | 219 | $83.2 million | $1.58 billion | adviserinfo.sec.gov |
| Two West Capital Advisors LLC | Overland Park | 276 | $83 million | $3.89 billion | adviserinfo.sec.gov |
| Cornerstone Advisors | Topeka | 364 | $79.2 million | $265.1 million | adviserinfo.sec.gov |
| Rademacher Financial, Inc. | Lawrence | 286 | $78.8 million | $234.3 million | adviserinfo.sec.gov |
| The Perspective Group | Lawrence | 190 | $77 million | $225.1 million | adviserinfo.sec.gov |
| Insight Financial Services | Overland Park | 314 | $76 million | $213.8 million | adviserinfo.sec.gov |
| SJHL Financial Group | McPherson | 336 | $75.4 million | $174.5 million | adviserinfo.sec.gov |
| Retirement Portfolios, LLC | Lawrence | 155 | $74 million | $290 million | adviserinfo.sec.gov |
| Nova R Wealth, Inc. | Overland Park | 210 | $71.1 million | $452.6 million | adviserinfo.sec.gov |
| Pathway Financial Solutions, Inc. | Salina | 276 | $70.9 million | $135.3 million | adviserinfo.sec.gov |
| Normandy Investment Advisors | Leawood | 222 | $70.8 million | $273.4 million | adviserinfo.sec.gov |
| Mitchell Capital Management Co | Leawood | 177 | $70.7 million | $847.3 million | adviserinfo.sec.gov |
| Paragon Capital Management LLC | Overland Park | 134 | $70.1 million | $739.8 million | adviserinfo.sec.gov |
| Windward Private Wealth Management Inc. | Overland Park | 129 | $68.4 million | $309.6 million | adviserinfo.sec.gov |
| BCWM | Overland Park | 187 | $66.5 million | $665.2 million | adviserinfo.sec.gov |
| Retirewise Tax and Wealth Advisors, Inc. | Topeka | 183 | $66.1 million | $242.9 million | adviserinfo.sec.gov |
| Beyond Wealth | Overland Park | 116 | $61.7 million | $122.5 million | adviserinfo.sec.gov |
| Allos Investment Advisors, LLC | Overland Park | 375 | $61.4 million | $73.6 million | adviserinfo.sec.gov |
| Novadius Wealth Management | Overland Park | 222 | $57.2 million | $168.2 million | adviserinfo.sec.gov |
| Dogwood Wealth Management, LLC | Lenexa | 146 | $57.2 million | $257.2 million | adviserinfo.sec.gov |
| Proactive Capital Management, Inc. | Topeka | 220 | $55.5 million | $170.7 million | adviserinfo.sec.gov |
| Searcy Financial Services, Inc. | Overland Park | 81 | $53.4 million | $514 million | adviserinfo.sec.gov |
| Berkeley Capital Management, LLC | Ellsworth | 322 | $53.4 million | $128.5 million | adviserinfo.sec.gov |
| Agh Wealth Advisors, LLC | Wichita | 245 | $52 million | $456.3 million | adviserinfo.sec.gov |
| Gentry Private Wealth | Wichita | 153 | $51.3 million | $307.7 million | adviserinfo.sec.gov |
| Steffes Financial, LTD | Overland Park | 126 | $50.9 million | $611.5 million | adviserinfo.sec.gov |
| Centerpoint Advisory Group, LLC | Overland Park | 177 | $50.1 million | $276.3 million | adviserinfo.sec.gov |
| Mokan Wealth Management | Overland Park | 80 | $49.1 million | $250.3 million | adviserinfo.sec.gov |
| Next Generation Investing, LLC | Topeka | 130 | $47 million | $128 million | adviserinfo.sec.gov |
| Freestate Advisors LLC | Overland Park | 161 | $42.8 million | $181.8 million | adviserinfo.sec.gov |
| RPR Financial | Overland Park | 221 | $41.6 million | $162.1 million | adviserinfo.sec.gov |
| Providence Financial Advisors, LLC | Overland Park | 117 | $37.3 million | $428.1 million | adviserinfo.sec.gov |
| Fortune Financial Advisors, LLC | Overland Park | 122 | $36.4 million | $322.6 million | adviserinfo.sec.gov |
| Rocky Mountain Advisers, LLC | Salina | 142 | $32.3 million | $3.15 billion | adviserinfo.sec.gov |
| Douglass Investment Group | Wichita | 87 | $30 million | $173.6 million | adviserinfo.sec.gov |
| Collaborative Portfolio Management | Overland Park | 114 | $29.7 million | $178.7 million | adviserinfo.sec.gov |
| Storyone Family Office | Overland Park | 81 | $29.1 million | $259.4 million | adviserinfo.sec.gov |
| Stepp & Rothwell Inc | Overland Park | 65 | $26.8 million | $1.06 billion | adviserinfo.sec.gov |
| Invisor | Seneca | 163 | $24.8 million | $198.5 million | adviserinfo.sec.gov |
| Konza Global Wealth Group | Overland Park | 79 | $24.6 million | $125.2 million | adviserinfo.sec.gov |
| Quantum Financial Partners LLC | Overland Park | 274 | $24.5 million | $148.6 million | adviserinfo.sec.gov |
| Legacy Investment Partners, LLC | Overland Park | 144 | $23.1 million | $403.1 million | adviserinfo.sec.gov |
| Redstone Advisors Inc | Wichita | 32 | $19.8 million | $490.6 million | adviserinfo.sec.gov |
| Sound Stewardship, LLC | Overland Park | 61 | $18.9 million | $284.6 million | adviserinfo.sec.gov |
| Viawealth, LLC | Leawood | 37 | $16 million | $260.7 million | adviserinfo.sec.gov |
| Balanced Financial Planning, Inc. | Overland Park | 22 | $15 million | $181.3 million | adviserinfo.sec.gov |
| Yukon Wealth Management, Inc. | Overland Park | 50 | $15 million | $467.4 million | adviserinfo.sec.gov |
| Curtis Capital Advisors | Overland Park | 62 | $14.5 million | $165.5 million | adviserinfo.sec.gov |
| Glass Lakes Capital Management LLC | Overland Park | 51 | $11.1 million | $178.3 million | adviserinfo.sec.gov |
| Engage Wealth Advisors, LLC | Overland Park | 162 | $9.5 million | $112.1 million | adviserinfo.sec.gov |
| UMB Private Wealth Management, LLC | Overland Park | 16 | $8.5 million | $124.7 million | adviserinfo.sec.gov |
| Westward Investment Advisory | Mission | 7 | $4.3 million | $571.5 million | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | 5 | $3.1 million | $8.93 billion | adviserinfo.sec.gov |
| Davis Financial Management, Inc. | Overland Park | 5 | $1.6 million | $144.6 million | adviserinfo.sec.gov |
| Postrock Partners LLC | Overland Park | Fewer than 5 | $1.6 million | $489.1 million | adviserinfo.sec.gov |
| M3sixty Capital, LLC | Fairway | 3 | $181,540 | $28.7 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.