Data / Investment advisers / Kansas
Investment advisers in Kansas: 141 firms, $822 billion in AUM
141 investment advisers have their main office in Kansas: 135 SEC registered and 6 exempt reporting. The registered advisers report $822 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Creative Planning with $296 billion.
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.
Get advisers in Kansas over $100 millionWatch new advisers in KansasGet private fund advisers in Kansas
- 141Advisers
- 135SEC registered
- 6Exempt reporting
- $822 billionTotal AUM
- 123Advisers over $100 million
- 27Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Creative Planning | Overland Park | $295.57 billion | 320,323 | 1,650 | 5 | (866) 909-5148 | connect.creativeplanning.com | adviserinfo.sec.gov |
| Onedigital | Overland Park | $155.41 billion | 40,469 | 648 | Not listed | (877) 742-2021 | adviserinfo.sec.gov | |
| Mariner | Overland Park | $125.41 billion | 186,791 | 1,889 | 2 | (913) 904-5700 | mistercarwash.marinerwealthadvisors.com | adviserinfo.sec.gov |
| Ae Wealth Management, LLC | Topeka | $49.84 billion | 282,995 | 630 | Not listed | (866) 363-9595 | adviserinfo.sec.gov | |
| Prime Capital Financial | Overland Park | $39.14 billion | 55,376 | 460 | Not listed | (800) 493-6226 | primefinancialfargo.com | adviserinfo.sec.gov |
| Palmer Square Capital Management LLC | Mission Woods | $25.59 billion | 159 | 76 | 62 | (816) 994-3200 | adviserinfo.sec.gov | |
| Mariner Advisor Network | Overland Park | $9.57 billion | 27,362 | 174 | Not listed | (650) 571-1934 | lighthouse-sa.com | adviserinfo.sec.gov |
| Palmer Square Europe Capital Management LLC | Mission Woods | $9.23 billion | 27 | 76 | 3 | (816) 994-3200 | adviserinfo.sec.gov | |
| Tortoise Capital Advisors, L.L.C. | Overland Park | $8.93 billion | 344 | 34 | 1 | (913) 981-1020 | adviserinfo.sec.gov | |
| Mariner Independent | Overland Park | $7.34 billion | 14,426 | 161 | Not listed | (913) 904-5700 | adviserinfo.sec.gov | |
| Kornitzer Capital Management, Inc. | Mission | $6.49 billion | 5,080 | 41 | Not listed | (913) 677-7778 | kornitzercapitalmanagement.com | adviserinfo.sec.gov |
| Creativeone Wealth, LLC | Overland Park | $6.25 billion | 35,425 | 222 | Not listed | (913) 402-7897 | pioneerwealthmgmt.com | adviserinfo.sec.gov |
| Cetera Planning Partners | Leawood | $4.16 billion | 14,107 | 78 | Not listed | (913) 498-8898 | adviserinfo.sec.gov | |
| Two West Capital Advisors LLC | Overland Park | $3.89 billion | 650 | 15 | Not listed | (913) 825-1722 | twowestcompanies.com | adviserinfo.sec.gov |
| Fas Wealth Partners, Inc. | Leawood | $3.78 billion | 5,110 | 33 | Not listed | (913) 239-2300 | adviserinfo.sec.gov | |
| Rocky Mountain Advisers, LLC | Salina | $3.15 billion | 440 | 9 | Not listed | (785) 823-3097 | srhadvisorsllc.com | adviserinfo.sec.gov |
| Veta Investment Partners, LLC | Lawrence | $2.79 billion | 4 | 10 | Not listed | (646) 630-3218 | vetainvestmentpartners.com | adviserinfo.sec.gov |
| Mariner | Overland Park, | $2.77 billion | 6,147 | 13 | Not listed | (913) 904-5700 | adviserinfo.sec.gov | |
| Creativeone Securities, LLC | Overland Park | $2.54 billion | 12,485 | 196 | Not listed | (913) 814-6097 | adviserinfo.sec.gov | |
| Columbia Capital Management, LLC | Merriam | $2.09 billion | 110 | 18 | Not listed | (913) 248-8500 | bidvault.us | adviserinfo.sec.gov |
| Caliber Wealth Management, LLC | Overland Park | $1.76 billion | 5,992 | 24 | Not listed | (913) 303-3920 | adviserinfo.sec.gov | |
| Fortis Capital Advisors, LLC | Prairie Village | $1.62 billion | 4,475 | 68 | Not listed | (913) 222-8862 | fortiscapitaladvisors.com | adviserinfo.sec.gov |
| CGN Advisors, LLC | Manhattan | $1.60 billion | 4,023 | 48 | Not listed | (910) 333-6659 | fairwindsadvice.com | adviserinfo.sec.gov |
| Kavar Capital Partners | Leawood | $1.58 billion | 419 | 6 | Not listed | (913) 428-3300 | kavarcapital.com | adviserinfo.sec.gov |
| Triad Wealth Partners, LLC | Lawrence | $1.53 billion | 8,187 | 46 | Not listed | (785) 830-0000 | slateriverfinancial.com | adviserinfo.sec.gov |
| Triune Financial Partners, LLC | Overland Park | $1.52 billion | 2,584 | 24 | Not listed | (913) 825-6100 | adviserinfo.sec.gov | |
| Sunesis Advisors, LLC | Overland Park | $1.48 billion | 527 | 8 | Not listed | (913) 815-4460 | sunesisadvisors.com | adviserinfo.sec.gov |
| Fci Advisors | Overland Park | $1.47 billion | 715 | 22 | Not listed | (913) 663-0680 | fciadvisors.com | adviserinfo.sec.gov |
| Keating Financial Advisory Services | Manhattan | $1.45 billion | 6,516 | 65 | Not listed | (785) 537-0366 | theweddleteam.com | adviserinfo.sec.gov |
| Lexaurum Advisors | Overland Park | $1.27 billion | 5,599 | 50 | Not listed | (913) 261-9316 | adviserinfo.sec.gov | |
| Keen Wealth Advisors | Overland Park | $1.23 billion | 2,916 | 30 | Not listed | (913) 624-1841 | adviserinfo.sec.gov | |
| Palmer Square BDC Advisor LLC | Mission Woods | $1.22 billion | 1 | 76 | Not listed | (816) 994-3200 | palmersquarefunds.com | adviserinfo.sec.gov |
| Dean Capital Management | Overland Park | $1.15 billion | 490 | 6 | Not listed | (913) 944-4444 | deancapmgmt.com | adviserinfo.sec.gov |
| Financial Partners Group, Inc. | Overland Park | $1.15 billion | 3,587 | 9 | Not listed | (913) 826-6982 | adviserinfo.sec.gov | |
| Waterfront Wealth Inc. | Overland Park | $1.14 billion | 3,224 | 14 | Not listed | (913) 951-5800 | adviserinfo.sec.gov | |
| Adamsbrown Wealth Consultants LLC | Wichita | $1.12 billion | 5,018 | 22 | Not listed | (316) 262-6578 | adviserinfo.sec.gov | |
| Stepp & Rothwell Inc | Overland Park | $1.06 billion | 2,283 | 25 | Not listed | (913) 345-4800 | adviserinfo.sec.gov | |
| Mcd-Kissner GP, LLC | Overland Park | $1.02 billion | 3 | 5 | 3 | (913) 253-2225 | adviserinfo.sec.gov | |
| Wealth Alliance Advisory Group, LLC | Wichita | $978.6 million | 982 | 7 | Not listed | (316) 221-3950 | wealthalliance.net | adviserinfo.sec.gov |
| Legacy Financial Strategies, LLC | Overland Park | $952 million | 2,090 | 16 | Not listed | (913) 403-0600 | adviserinfo.sec.gov | |
| Prevail Innovative Wealth Advisors, LLC | Leawood | $931.8 million | 2,149 | 41 | 1 | (913) 295-9500 | adviserinfo.sec.gov | |
| PCG Wealth Management | Overland Park | $931.1 million | 4,710 | 24 | Not listed | (913) 323-3112 | pcgstrategies.com | adviserinfo.sec.gov |
| Canvas Wealth Advisors, LLC | Shawnee | $929.2 million | 3,033 | 12 | 7 | (913) 991-8471 | canvaswealthadvisors.com | adviserinfo.sec.gov |
| Clayton Wealth Partners | Topeka | $909.8 million | 1,876 | 14 | Not listed | (785) 232-3266 | adviserinfo.sec.gov | |
| Greenup Street Wealth Management LLC | Overland Park | $900.4 million | 2,943 | 20 | Not listed | (734) 656-8121 | adviserinfo.sec.gov | |
| United Capital Management of Kansas, Inc. | Salina | $884.8 million | 3,738 | 46 | 1 | (785) 823-7900 | ucmofkansas.com | adviserinfo.sec.gov |
| Mitchell Capital Management Co | Leawood | $847.3 million | 876 | 11 | Not listed | (913) 428-3222 | mitchcap.com | adviserinfo.sec.gov |
| TFB Advisors, LLC | Overland Park | $840.2 million | 2,832 | 23 | Not listed | (913) 648-5526 | taxfavoredbenefits.com | adviserinfo.sec.gov |
| Pinion Wealth Management, LLC | Wichita | $837.1 million | 1,599 | 12 | Not listed | (316) 682-8344 | adviserinfo.sec.gov | |
| Paragon Capital Management LLC | Overland Park | $739.8 million | 785 | 10 | Not listed | (913) 451-2254 | adviserinfo.sec.gov | |
| Aspyre Wealth Partners | Overland Park | $668.3 million | 1,559 | 17 | Not listed | (913) 345-1881 | adviserinfo.sec.gov | |
| BCWM | Overland Park | $665.2 million | 378 | 12 | Not listed | (913) 685-2300 | boyercorporon.com | adviserinfo.sec.gov |
| 503 Capital Partners, LLC | Leawood | $636.4 million | 14 | 14 | 8 | (913) 279-0177 | 503capitalpartners.com | adviserinfo.sec.gov |
| Carlson Financial | Topeka | $632.2 million | 1,097 | 29 | Not listed | (844) 227-5766 | adviserinfo.sec.gov | |
| Steffes Financial, LTD | Overland Park | $611.5 million | 652 | 4 | Not listed | (913) 722-1111 | steffesfinancial.com | adviserinfo.sec.gov |
| Endeavor Private Wealth, Inc. | Topeka | $595.3 million | 2,138 | 13 | Not listed | (785) 329-2510 | adviserinfo.sec.gov | |
| Mattern Wealth Management LLC | Lawrence | $579 million | 1,412 | 5 | Not listed | (785) 842-7680 | matternwealth.com | adviserinfo.sec.gov |
| Westward Investment Advisory | Mission | $571.5 million | 61 | 5 | Not listed | (414) 716-6300 | westwardinvestment.com | adviserinfo.sec.gov |
| Midwest Financial Group LLC | Overland Park | $566.1 million | 2,222 | 9 | Not listed | (913) 696-0041 | midwestfinancialkc.com | adviserinfo.sec.gov |
| PHD Retirement Consulting | Overland Park | $559.2 million | 66 | 7 | Not listed | (844) 743-4015 | adviserinfo.sec.gov | |
| Prairie Advisory, LLC | Leawood | $554.3 million | 1,500 | 12 | Not listed | (913) 963-1054 | prairieadvisoryllc.com | adviserinfo.sec.gov |
| Searcy Financial Services, Inc. | Overland Park | $514 million | 1,874 | 9 | Not listed | (913) 814-3800 | searcyfinancial.com | adviserinfo.sec.gov |
| Great Range Capital, LLC | Mission Woods | $495 million | 3 | 17 | 2 | (913) 378-0850 | adviserinfo.sec.gov | |
| Redstone Advisors Inc | Wichita | $490.6 million | 139 | 6 | Not listed | (316) 687-2143 | adviserinfo.sec.gov | |
| Postrock Partners LLC | Overland Park | $489.1 million | 77 | 5 | Not listed | (913) 308-8030 | postrockpartners.com | adviserinfo.sec.gov |
| Yukon Wealth Management, Inc. | Overland Park | $467.4 million | 355 | 4 | Not listed | (913) 681-9200 | yukoncm.com | adviserinfo.sec.gov |
| Agh Wealth Advisors, LLC | Wichita | $456.3 million | 489 | 6 | Not listed | (316) 267-3220 | adviserinfo.sec.gov | |
| Nova R Wealth, Inc. | Overland Park | $452.6 million | 962 | 8 | Not listed | (913) 225-9201 | adviserinfo.sec.gov | |
| ETF Portfolio Partners, Inc. | Leawood | $431.1 million | 429 | 8 | Not listed | (913) 851-1100 | etfpp.com | adviserinfo.sec.gov |
| Providence Financial Advisors, LLC | Overland Park | $428.1 million | 559 | 5 | Not listed | (913) 323-0535 | pfa-llc.com | adviserinfo.sec.gov |
| Market Investment Group, LLC | Wichita | $416.4 million | 3,850 | 33 | Not listed | (316) 252-8707 | retirementhelp.com | adviserinfo.sec.gov |
| Whetstone Capital Advisors | Mission Woods | $415.1 million | 3 | 4 | 3 | (913) 951-2700 | adviserinfo.sec.gov | |
| Copper Financial | Lenexa | $410.7 million | 4,987 | 50 | Not listed | (913) 905-3600 | adviserinfo.sec.gov | |
| Legacy Investment Partners, LLC | Overland Park | $403.1 million | 415 | 4 | Not listed | (913) 696-1550 | legacyip.com | adviserinfo.sec.gov |
| MN Wealth Advisors, LLC | Overland Park | $394.2 million | 1,173 | 5 | Not listed | (913) 897-2074 | adviserinfo.sec.gov | |
| S&A Financial Services, Inc. | Overland Park | $392.3 million | 1,884 | 7 | Not listed | (913) 362-2712 | adviserinfo.sec.gov | |
| One Advisory Partners, LLC | Overland Park | $369.5 million | 316 | 11 | Not listed | (913) 663-2376 | adviserinfo.sec.gov | |
| Fortune Financial Advisors, LLC | Overland Park | $322.6 million | 610 | 6 | Not listed | (913) 393-0038 | fortunefinancialadvisors.com | adviserinfo.sec.gov |
| Windward Private Wealth Management Inc. | Overland Park | $309.6 million | 949 | 9 | Not listed | (913) 381-7411 | windwardfp.com | adviserinfo.sec.gov |
| Gentry Private Wealth | Wichita | $307.7 million | 800 | 8 | Not listed | (316) 613-7570 | adviserinfo.sec.gov | |
| Retirement Portfolios, LLC | Lawrence | $290 million | 253 | 2 | Not listed | (785) 330-9292 | adviserinfo.sec.gov | |
| Sound Stewardship, LLC | Overland Park | $284.6 million | 1,089 | 11 | Not listed | (913) 317-6000 | soundstewardship.com | adviserinfo.sec.gov |
| Centerpoint Advisory Group, LLC | Overland Park | $276.3 million | 613 | 7 | Not listed | (913) 685-3001 | centerpointadvisory.com | adviserinfo.sec.gov |
| Normandy Investment Advisors | Leawood | $273.4 million | 729 | 5 | Not listed | (913) 914-1944 | normandyia.com | adviserinfo.sec.gov |
| Ofg Financial Services, Inc. | Topeka | $271 million | 850 | 30 | Not listed | (785) 233-4071 | ofgfinancial.com | adviserinfo.sec.gov |
| Cornerstone Advisors | Topeka | $265.1 million | 1,139 | 2 | Not listed | (785) 273-2685 | cstonegroup.com | adviserinfo.sec.gov |
| Viawealth, LLC | Leawood | $260.7 million | 356 | 4 | Not listed | (844) 484-7849 | adviserinfo.sec.gov | |
| Storyone Family Office | Overland Park | $259.4 million | 729 | 8 | Not listed | (913) 544-0600 | adviserinfo.sec.gov | |
| Dogwood Wealth Management, LLC | Lenexa | $257.2 million | 839 | 6 | Not listed | (913) 232-2900 | adviserinfo.sec.gov | |
| Mokan Wealth Management | Overland Park | $250.3 million | 704 | 4 | Not listed | (913) 257-3991 | adviserinfo.sec.gov | |
| Tyr Capital Advisors, LLC | Overland Park | $244.1 million | 3 | 19 | 1 | (913) 574-5800 | overlandcapitalpartners.com | adviserinfo.sec.gov |
| Retirewise Tax and Wealth Advisors, Inc. | Topeka | $242.9 million | 979 | 10 | Not listed | (785) 228-1234 | adviserinfo.sec.gov | |
| Everest Wealth Management | Leawood | $237.4 million | 354 | 2 | Not listed | (913) 387-2017 | everestwealth.com | adviserinfo.sec.gov |
| Rademacher Financial, Inc. | Lawrence | $234.3 million | 1,184 | 6 | Not listed | (785) 865-5308 | adviserinfo.sec.gov | |
| Demarche | Overland Park | $228.4 million | 16 | 22 | 1 | (913) 981-1345 | adviserinfo.sec.gov | |
| The Perspective Group | Lawrence | $225.1 million | 554 | 5 | Not listed | (785) 749-1881 | adviserinfo.sec.gov | |
| Cabin Advisors, LLC | Overland Park | $220.2 million | 414 | 15 | Not listed | (913) 933-3351 | financialarchitects.com | adviserinfo.sec.gov |
| Insight Financial Services | Overland Park | $213.8 million | 905 | 11 | Not listed | (913) 402-2020 | ifsadvisors.com | adviserinfo.sec.gov |
| Cornerstone Securities LLC | Overland Park | $210 million | 1,246 | 10 | Not listed | (913) 538-5483 | reignbenefitsconsulting.com | adviserinfo.sec.gov |
| Invisor | Seneca | $198.5 million | 265 | 4 | Not listed | (785) 334-4100 | goinvisor.com | adviserinfo.sec.gov |
| Schwarz Investment Partners | Silver Lake | $184.9 million | 913 | 3 | Not listed | (785) 582-5805 | schwarzinvestmentpartners.com | adviserinfo.sec.gov |
| Freestate Advisors LLC | Overland Park | $181.8 million | 635 | 9 | Not listed | (913) 890-2065 | freestateadvisors.com | adviserinfo.sec.gov |
| Balanced Financial Planning, Inc. | Overland Park | $181.3 million | 80 | 3 | Not listed | (913) 677-1090 | bfplanning.com | adviserinfo.sec.gov |
| Collaborative Portfolio Management | Overland Park | $178.7 million | 519 | 4 | Not listed | (816) 471-5556 | cpm-llc.com | adviserinfo.sec.gov |
| Glass Lakes Capital Management LLC | Overland Park | $178.3 million | 360 | 2 | Not listed | (913) 647-9555 | glasslakesadvisors.com | adviserinfo.sec.gov |
| SJHL Financial Group | McPherson | $174.5 million | 948 | 12 | Not listed | (620) 241-1826 | adviserinfo.sec.gov | |
| Douglass Investment Group | Wichita | $173.6 million | 600 | 3 | Not listed | (316) 854-8495 | douglassgroup.net | adviserinfo.sec.gov |
| Proactive Capital Management, Inc. | Topeka | $170.7 million | 610 | 3 | Not listed | (785) 215-8080 | pcmks.com | adviserinfo.sec.gov |
| Novadius Wealth Management | Overland Park | $168.2 million | 636 | 6 | Not listed | (877) 365-3837 | adviserinfo.sec.gov | |
| Curtis Capital Advisors | Overland Park | $165.5 million | 244 | 2 | Not listed | (913) 344-5443 | curtisca.com | adviserinfo.sec.gov |
| RPR Financial | Overland Park | $162.1 million | 635 | 4 | Not listed | (913) 274-1452 | adviserinfo.sec.gov | |
| Quantum Financial Partners LLC | Overland Park | $148.6 million | 534 | 9 | 1 | (913) 538-5753 | quantumfinancialpartners.com | adviserinfo.sec.gov |
| Davis Financial Management, Inc. | Overland Park | $144.6 million | 234 | 1 | Not listed | (913) 890-7279 | davisfinancialmanagement.com | adviserinfo.sec.gov |
| RSG Investments LLC | Overland Park | $140.5 million | 1,132 | 25 | Not listed | (913) 685-9422 | adviserinfo.sec.gov | |
| Silverhawk Capital Partners, LLC | Overland Park | $138.9 million | 5 | 5 | 5 | (913) 253-2225 | silverhawkcapitalpartners.com | adviserinfo.sec.gov |
| Pathway Financial Solutions, Inc. | Salina | $135.3 million | 730 | 4 | Not listed | (785) 820-8161 | pathway-financial.com | adviserinfo.sec.gov |
| Berkeley Capital Management, LLC | Ellsworth | $128.5 million | 767 | 2 | Not listed | (785) 472-2375 | berkeleycapitalmanagement.com | adviserinfo.sec.gov |
| Next Generation Investing, LLC | Topeka | $128 million | 250 | 3 | Not listed | (785) 228-0222 | retiretopeka.com | adviserinfo.sec.gov |
| Konza Global Wealth Group | Overland Park | $125.2 million | 294 | 2 | Not listed | (913) 318-5980 | adviserinfo.sec.gov | |
| UMB Private Wealth Management, LLC | Overland Park | $124.7 million | 46 | 94 | 4 | (816) 860-7000 | umb.com | adviserinfo.sec.gov |
| Beyond Wealth | Overland Park | $122.5 million | 491 | 4 | Not listed | (913) 871-7980 | adviserinfo.sec.gov | |
| Kompass Kapital Advisors, LLC | Overland Park | $116.6 million | 1 | 2 | Not listed | (913) 381-4044 | adviserinfo.sec.gov | |
| Engage Wealth Advisors, LLC | Overland Park | $112.1 million | 527 | 5 | Not listed | (913) 681-9155 | engageadvisors.com | adviserinfo.sec.gov |
| Palmer Square Private Credit Management LLC | Mission Woods | $77.2 million | 1 | 76 | 1 | (816) 994-3200 | adviserinfo.sec.gov | |
| 9 Stream Capital Partners LLC | Leawood | $73.9 million | 3 | 3 | 3 | (913) 515-0271 | adviserinfo.sec.gov | |
| Allos Investment Advisors, LLC | Overland Park | $73.6 million | 788 | 9 | Not listed | (913) 948-7788 | adviserinfo.sec.gov | |
| Centralis Capital LLC | Prairie Village | $60.3 million | 1 | 2 | 1 | (212) 882-1095 | centraliscap.com | adviserinfo.sec.gov |
| M3sixty Capital, LLC | Fairway | $28.7 million | 4 | 6 | Not listed | (816) 817-3267 | m3sixtycapital.com | adviserinfo.sec.gov |
| CCM New Opportunities, LLC | Merriam | $1.3 million | 2 | 4 | 2 | (913) 248-8500 | adviserinfo.sec.gov | |
| Onedigital Asset Management | Overland Park | $762,310 | 59 | 3 | Not listed | (877) 742-2021 | adviserinfo.sec.gov | |
| FWM Legacy, LLC | Leawood | Not listed | Not listed | Not listed | 3 | (816) 753-5100 | adviserinfo.sec.gov | |
| Leawood Venture Capital LLC | Leawood | Not listed | Not listed | Not listed | 3 | (913) 701-6898 | leawoodvc.com | adviserinfo.sec.gov |
| Bowood Capital Advisors | Mission Woods | Not listed | Not listed | Not listed | 1 | (913) 953-8330 | bowoodcapital.com | adviserinfo.sec.gov |
| KCN Management, LP | Prairie Village | Not listed | Not listed | Not listed | 1 | (913) 318-6263 | adviserinfo.sec.gov | |
| MGJ, LLC | Mission | Not listed | Not listed | Not listed | 1 | (646) 490-9716 | adviserinfo.sec.gov | |
| Mull Management Services LLC | Wichita | Not listed | Not listed | Not listed | 1 | (316) 264-6366 | mullcompanies.com | adviserinfo.sec.gov |
| Demarche | Overland Park | Not listed | 0 | 22 | Not listed | (913) 384-4994 | demarche.com | adviserinfo.sec.gov |
| Fountain Private Wealth, LLC | Leawood | Not listed | 0 | 2 | Not listed | (816) 262-9960 | adviserinfo.sec.gov | |
| Lockton Investment Advisors, LLC | Overland Park | Not listed | 0 | 24 | Not listed | (816) 960-9000 | lockton.com | adviserinfo.sec.gov |
| Mariner Wealth | Overland Park | Not listed | 0 | 65 | Not listed | (913) 904-5700 | mariner.com | adviserinfo.sec.gov |
| Sanders Booze Capital Advisors, LLC | Overland Park | Not listed | 0 | 2 | Not listed | (913) 663-2376 | adviserinfo.sec.gov |
Advisers in Kansas that manage private funds
27 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Palmer Square Capital Management LLC | Mission Woods | KS | 62 | 11 | Not listed | Not listed | Not listed | $22.96 billion | $25.59 billion | adviserinfo.sec.gov |
| 503 Capital Partners, LLC | Leawood | KS | 8 | 8 | Not listed | Not listed | Not listed | $338.1 million | $636.4 million | adviserinfo.sec.gov |
| Canvas Wealth Advisors, LLC | Shawnee | KS | 7 | Not listed | Not listed | Not listed | 7 | $267 million | $929.2 million | adviserinfo.sec.gov |
| Creative Planning | Overland Park | KS | 5 | Not listed | 5 | Not listed | Not listed | $197.4 million | $295.57 billion | adviserinfo.sec.gov |
| Silverhawk Capital Partners, LLC | Overland Park | KS | 5 | Not listed | 5 | Not listed | Not listed | $140 million | $138.9 million | adviserinfo.sec.gov |
| UMB Private Wealth Management, LLC | Overland Park | KS | 4 | Not listed | 4 | Not listed | Not listed | $70.2 million | $124.7 million | adviserinfo.sec.gov |
| Palmer Square Europe Capital Management LLC | Mission Woods | KS | 3 | Not listed | Not listed | Not listed | Not listed | $1.32 billion | $9.23 billion | adviserinfo.sec.gov |
| Mcd-Kissner GP, LLC | Overland Park | KS | 3 | Not listed | 3 | Not listed | Not listed | $753.2 million | $1.02 billion | adviserinfo.sec.gov |
| Whetstone Capital Advisors | Mission Woods | KS | 3 | 3 | Not listed | Not listed | Not listed | $415.1 million | $415.1 million | adviserinfo.sec.gov |
| 9 Stream Capital Partners LLC | Leawood | KS | 3 | 3 | Not listed | Not listed | Not listed | $147.8 million | $73.9 million | adviserinfo.sec.gov |
| FWM Legacy, LLC | Leawood | KS | 3 | Not listed | 2 | Not listed | Not listed | $27.1 million | Not listed | adviserinfo.sec.gov |
| Leawood Venture Capital LLC | Leawood | KS | 3 | Not listed | Not listed | 3 | Not listed | $49.7 million | Not listed | adviserinfo.sec.gov |
| Mariner | Overland Park | KS | 2 | Not listed | 2 | Not listed | Not listed | $11.4 million | $125.41 billion | adviserinfo.sec.gov |
| Great Range Capital, LLC | Mission Woods | KS | 2 | Not listed | 2 | Not listed | Not listed | $144 million | $495 million | adviserinfo.sec.gov |
| CCM New Opportunities, LLC | Merriam | KS | 2 | Not listed | Not listed | Not listed | Not listed | $1.3 million | $1.3 million | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | KS | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | $8.93 billion | adviserinfo.sec.gov |
| Prevail Innovative Wealth Advisors, LLC | Leawood | KS | 1 | Not listed | Not listed | 1 | Not listed | $21.2 million | $931.8 million | adviserinfo.sec.gov |
| United Capital Management of Kansas, Inc. | Salina | KS | 1 | 1 | Not listed | Not listed | Not listed | $31.2 million | $884.8 million | adviserinfo.sec.gov |
| Tyr Capital Advisors, LLC | Overland Park | KS | 1 | Not listed | 1 | Not listed | Not listed | $244.1 million | $244.1 million | adviserinfo.sec.gov |
| Demarche | Overland Park | KS | 1 | Not listed | Not listed | Not listed | Not listed | $7.8 million | $228.4 million | adviserinfo.sec.gov |
| Quantum Financial Partners LLC | Overland Park | KS | 1 | 1 | Not listed | Not listed | Not listed | $9.6 million | $148.6 million | adviserinfo.sec.gov |
| Palmer Square Private Credit Management LLC | Mission Woods | KS | 1 | Not listed | Not listed | Not listed | Not listed | $77.2 million | $77.2 million | adviserinfo.sec.gov |
| Centralis Capital LLC | Prairie Village | KS | 1 | 1 | Not listed | Not listed | Not listed | $60.3 million | $60.3 million | adviserinfo.sec.gov |
| Bowood Capital Advisors | Mission Woods | KS | 1 | 1 | Not listed | Not listed | Not listed | $38 million | Not listed | adviserinfo.sec.gov |
| KCN Management, LP | Prairie Village | KS | 1 | Not listed | Not listed | Not listed | Not listed | $55.1 million | Not listed | adviserinfo.sec.gov |
| MGJ, LLC | Mission | KS | 1 | 1 | Not listed | Not listed | Not listed | $43 million | Not listed | adviserinfo.sec.gov |
| Mull Management Services LLC | Wichita | KS | 1 | Not listed | 1 | Not listed | Not listed | $7.8 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Kansas
2 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Fountain Private Wealth, LLC | Leawood | KS | October 14, 2026 | Not listed | adviserinfo.sec.gov | |
| Engage Wealth Advisors, LLC | Overland Park | KS | August 27, 2026 | $112.1 million | engageadvisors.com | adviserinfo.sec.gov |
Cities in Kansas
| City | Advisers | AUM |
|---|---|---|
| Overland Park | 74 | $687.69 billion |
| Leawood | 15 | $13.77 billion |
More ways to read Kansas
- Advisers in Kansas with $1 billion to $10 billion in AUM
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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.