Data / Investment advisers / Serving pension and profit sharing plans / Kansas
Investment advisers in Kansas serving pension and profit sharing plans: 58 firms
58 SEC registered investment advisers with a main office in Kansas report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $264 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Onedigital.
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.
- 58Advisers
- $264 billionAUM from this client type
- 57Advisers over $100 million
- November 2, 2026File date
Advisers in Kansas serving pension and profit sharing plans
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 |
|---|
| Onedigital | Overland Park | 5,160 | $139.26 billion | $155.41 billion | adviserinfo.sec.gov |
| Creative Planning | Overland Park | 10,861 | $96.02 billion | $295.57 billion | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | 1,378 | $17.73 billion | $39.14 billion | adviserinfo.sec.gov |
| Mariner | Overland Park | 458 | $3.80 billion | $125.41 billion | adviserinfo.sec.gov |
| Two West Capital Advisors LLC | Overland Park | 284 | $3.61 billion | $3.89 billion | adviserinfo.sec.gov |
| PHD Retirement Consulting | Overland Park | 66 | $559.2 million | $559.2 million | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | 128 | $283.6 million | $1.52 billion | adviserinfo.sec.gov |
| Steffes Financial, LTD | Overland Park | 47 | $256.9 million | $611.5 million | adviserinfo.sec.gov |
| Prevail Innovative Wealth Advisors, LLC | Leawood | 29 | $239.9 million | $931.8 million | adviserinfo.sec.gov |
| Palmer Square Capital Management LLC | Mission Woods | 2 | $201.4 million | $25.59 billion | adviserinfo.sec.gov |
| Agh Wealth Advisors, LLC | Wichita | 24 | $197.9 million | $456.3 million | adviserinfo.sec.gov |
| Ae Wealth Management, LLC | Topeka | 207 | $195.9 million | $49.84 billion | adviserinfo.sec.gov |
| Fci Advisors | Overland Park | 10 | $173.1 million | $1.47 billion | adviserinfo.sec.gov |
| Adamsbrown Wealth Consultants LLC | Wichita | 82 | $156.9 million | $1.12 billion | adviserinfo.sec.gov |
| Wealth Alliance Advisory Group, LLC | Wichita | 45 | $156.7 million | $978.6 million | adviserinfo.sec.gov |
| Legacy Financial Strategies, LLC | Overland Park | 61 | $154.8 million | $952 million | adviserinfo.sec.gov |
| Invisor | Seneca | 39 | $139.3 million | $198.5 million | adviserinfo.sec.gov |
| Creativeone Securities, LLC | Overland Park | 59 | $120.1 million | $2.54 billion | adviserinfo.sec.gov |
| Kavar Capital Partners | Leawood | 8 | $101.5 million | $1.58 billion | adviserinfo.sec.gov |
| Kornitzer Capital Management, Inc. | Mission | 62 | $87.9 million | $6.49 billion | adviserinfo.sec.gov |
| Fas Wealth Partners, Inc. | Leawood | 27 | $74.5 million | $3.78 billion | adviserinfo.sec.gov |
| Cetera Planning Partners | Leawood | 15 | $72.9 million | $4.16 billion | adviserinfo.sec.gov |
| Engage Wealth Advisors, LLC | Overland Park | 81 | $71.4 million | $112.1 million | adviserinfo.sec.gov |
| Davis Financial Management, Inc. | Overland Park | 22 | $51.6 million | $144.6 million | adviserinfo.sec.gov |
| Fortis Capital Advisors, LLC | Prairie Village | 24 | $50.3 million | $1.62 billion | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | 73 | $48.1 million | $6.25 billion | adviserinfo.sec.gov |
| Gentry Private Wealth | Wichita | 13 | $42.3 million | $307.7 million | adviserinfo.sec.gov |
| PCG Wealth Management | Overland Park | 124 | $35.1 million | $931.1 million | adviserinfo.sec.gov |
| S&A Financial Services, Inc. | Overland Park | 14 | $31.2 million | $392.3 million | adviserinfo.sec.gov |
| Proactive Capital Management, Inc. | Topeka | 5 | $25.2 million | $170.7 million | adviserinfo.sec.gov |
| CGN Advisors, LLC | Manhattan | 25 | $25.1 million | $1.60 billion | adviserinfo.sec.gov |
| Searcy Financial Services, Inc. | Overland Park | 8 | $23.1 million | $514 million | adviserinfo.sec.gov |
| Keating Financial Advisory Services | Manhattan | 81 | $22.5 million | $1.45 billion | adviserinfo.sec.gov |
| Novadius Wealth Management | Overland Park | 6 | $16.4 million | $168.2 million | adviserinfo.sec.gov |
| Centerpoint Advisory Group, LLC | Overland Park | 2 | $13.9 million | $276.3 million | adviserinfo.sec.gov |
| United Capital Management of Kansas, Inc. | Salina | 6 | $11.4 million | $884.8 million | adviserinfo.sec.gov |
| Collaborative Portfolio Management | Overland Park | Fewer than 5 | $9.3 million | $178.7 million | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | 8 | $8.2 million | $840.2 million | adviserinfo.sec.gov |
| Redstone Advisors Inc | Wichita | 1 | $8.1 million | $490.6 million | adviserinfo.sec.gov |
| Pinion Wealth Management, LLC | Wichita | 5 | $6.5 million | $837.1 million | adviserinfo.sec.gov |
| Demarche | Overland Park | 1 | $6.5 million | $228.4 million | adviserinfo.sec.gov |
| Midwest Financial Group LLC | Overland Park | 19 | $6.2 million | $566.1 million | adviserinfo.sec.gov |
| Retirewise Tax and Wealth Advisors, Inc. | Topeka | 32 | $6 million | $242.9 million | adviserinfo.sec.gov |
| Viawealth, LLC | Leawood | 1 | $5.4 million | $260.7 million | adviserinfo.sec.gov |
| Nova R Wealth, Inc. | Overland Park | Fewer than 5 | $5.1 million | $452.6 million | adviserinfo.sec.gov |
| Waterfront Wealth Inc. | Overland Park | Fewer than 5 | $5 million | $1.14 billion | adviserinfo.sec.gov |
| Windward Private Wealth Management Inc. | Overland Park | Fewer than 5 | $4.6 million | $309.6 million | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | 3 | $3.5 million | $9.57 billion | adviserinfo.sec.gov |
| Greenup Street Wealth Management LLC | Overland Park | Fewer than 5 | $3.3 million | $900.4 million | adviserinfo.sec.gov |
| Keen Wealth Advisors | Overland Park | 1 | $2.6 million | $1.23 billion | adviserinfo.sec.gov |
| Rocky Mountain Advisers, LLC | Salina | Fewer than 5 | $2.5 million | $3.15 billion | adviserinfo.sec.gov |
| Cabin Advisors, LLC | Overland Park | 6 | $2.4 million | $220.2 million | adviserinfo.sec.gov |
| MN Wealth Advisors, LLC | Overland Park | Fewer than 5 | $1.8 million | $394.2 million | adviserinfo.sec.gov |
| Schwarz Investment Partners | Silver Lake | 1 | $555,061 | $184.9 million | adviserinfo.sec.gov |
| RSG Investments LLC | Overland Park | 5 | $199,663 | $140.5 million | adviserinfo.sec.gov |
| Lexaurum Advisors | Overland Park | 1 | $25,079 | $1.27 billion | adviserinfo.sec.gov |
| Cornerstone Advisors | Topeka | 3 | $12,286 | $265.1 million | adviserinfo.sec.gov |
| Demarche | Overland Park | 16 | 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.