Adviser Record

Investment advisers in KS

133 SEC-registered firms · $822.14 billion in regulatory assets · 24 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
503 Capital Partners, LLCLeawood$636.4 million0
9 Stream Capital Partners LLCLeawood$73.9 million0
Adamsbrown Wealth Consultants LLCWichita$1.12 billion0
Ae Wealth Management, LLCTopeka$49.84 billion11
Agh Wealth Advisors, LLCWichita$456.3 million0
Allos Investment Advisors, LLCOverland Park$73.6 million0
Aspyre Wealth PartnersOverland Park$668.3 million0
Balanced Financial Planning, Inc.Overland Park$181.3 million0
BcwmOverland Park$665.2 million0
Berkeley Capital Management, LLCEllsworth$128.5 million0
Beyond WealthOverland Park$122.5 million0
Cabin Advisors, LLCOverland Park$220.2 million1
Caliber Wealth Management, LLCOverland Park$1.76 billion0
Canvas Wealth Advisors, LLCShawnee$929.2 million0
Carlson FinancialTopeka$632.2 million0
Ccm New Opportunities, LLCMerriam$1.3 million0
Centerpoint Advisory Group, LLCOverland Park$276.3 million0
Centralis Capital LLCPrairie Village$60.3 million0
Cetera Planning PartnersLeawood$4.16 billion0
Cgn Advisors, LLCManhattan$1.60 billion1
Clayton Wealth PartnersTopeka$909.8 million0
Collaborative Portfolio ManagementOverland Park$178.7 million0
Columbia Capital Management, LLCMerriam$2.09 billion0
Copper FinancialLenexa$410.7 million0
Cornerstone AdvisorsTopeka$265.1 million0
Cornerstone Securities LLCOverland Park$210.0 million0
Creative PlanningOverland Park$295.57 billion3
Creativeone Securities, LLCOverland Park$2.54 billion3
Creativeone Wealth, LLCOverland Park$6.25 billion4
Curtis Capital AdvisorsOverland Park$165.5 million0
Davis Financial Management, Inc.Overland Park$144.6 million0
Dean Capital ManagementOverland Park$1.15 billion0
DemarcheOverland Park$00
DemarcheOverland Park$228.4 million0
Dogwood Wealth Management, LLCLenexa$257.2 million0
Douglass Investment GroupWichita$173.6 million0
Endeavor Private Wealth, Inc.Topeka$595.3 million0
Engage Wealth Advisors, LLCOverland Park$112.1 million1
ETF Portfolio Partners, Inc.Leawood$431.1 million1
Everest Wealth ManagementLeawood$237.4 million0
Fas Wealth Partners, Inc.Leawood$3.78 billion0
Fci AdvisorsOverland Park$1.47 billion0
Financial Partners Group, Inc.Overland Park$1.15 billion0
Fortis Capital Advisors, LLCPrairie Village$1.62 billion0
Fortune Financial Advisors, LLCOverland Park$322.6 million0
Freestate Advisors LLCOverland Park$181.8 million0
Gentry Private WealthWichita$307.7 million0
Glass Lakes Capital Management LLCOverland Park$178.3 million0
Great Range Capital, LLCMission Woods$495.0 million0
Greenup Street Wealth Management LLCOverland Park$900.4 million0
Insight Financial ServicesOverland Park$213.8 million0
InvisorSeneca$198.5 million0
Kavar Capital PartnersLeawood$1.58 billion0
Keating Financial Advisory ServicesManhattan$1.45 billion0
Keen Wealth AdvisorsOverland Park$1.23 billion0
Kompass Kapital Advisors, LLCOverland Park$116.6 million0
Konza Global Wealth GroupOverland Park$125.2 million0
Kornitzer Capital Management, Inc.Mission$6.49 billion4
Legacy Financial Strategies, LLCOverland Park$952.0 million0
Legacy Investment Partners, LLCOverland Park$403.1 million0
Lexaurum AdvisorsOverland Park$1.27 billion0
Lockton Investment Advisors, LLCOverland Park$00
M3sixty Capital, LLCFairway$28.7 million0
MarinerOverland Park$125.41 billion2
MarinerOverland Park$2.77 billion0
Mariner Advisor NetworkOverland Park$9.57 billion0
Mariner IndependentOverland Park$7.34 billion2
Mariner WealthOverland Park$00
Market Investment Group, LLCWichita$416.4 million0
Mattern Wealth Management LLCLawrence$579.0 million0
Mcd-kissner Gp, LLCOverland Park$1.02 billion0
Midwest Financial Group LLCOverland Park$566.1 million0
Mitchell Capital Management CoLeawood$847.3 million0
Mn Wealth Advisors, LLCOverland Park$394.2 million0
Mokan Wealth ManagementOverland Park$250.3 million1
Next Generation Investing, LLCTopeka$128.0 million0
Normandy Investment AdvisorsLeawood$273.4 million0
Nova R Wealth, Inc.Overland Park$452.6 million3
Novadius Wealth ManagementOverland Park$168.2 million0
Ofg Financial Services, Inc.Topeka$271.0 million1
One Advisory Partners, LLCOverland Park$369.5 million0
OnedigitalOverland Park$155.41 billion5
Onedigital Asset ManagementOverland Park$762,3100
Palmer Square Bdc Advisor LLCMission Woods$1.22 billion3
Palmer Square Capital Management LLCMission Woods$25.59 billion3
Palmer Square Europe Capital Management LLCMission Woods$9.23 billion3
Palmer Square Private Credit Management LLCMission Woods$77.2 million3
Paragon Capital Management LLCOverland Park$739.8 million0
Pathway Financial Solutions, Inc.Salina$135.3 million0
Pcg Wealth ManagementOverland Park$931.1 million0
Phd Retirement ConsultingOverland Park$506.2 million0
Pinion Wealth Management, LLCWichita$837.1 million0
Postrock Partners LLCOverland Park$489.1 million0
Prairie Advisory, LLCLeawood$554.3 million0
Prevail Innovative Wealth Advisors, LLCLeawood$931.8 million2
Prime Capital FinancialOverland Park$39.14 billion0
Proactive Capital Management, Inc.Topeka$170.7 million0
Providence Financial Advisors, LLCOverland Park$428.1 million0
Quantum Financial Partners LLCOverland Park$148.6 million2
Rademacher Financial, Inc.Lawrence$234.3 million0
Redstone Advisors IncWichita$490.6 million0
Retirement Portfolios, LLCLawrence$290.0 million0
Retirewise Tax and Wealth Advisors, Inc.Topeka$242.8 million0
Rocky Mountain Advisers, LLCSalina$3.15 billion0
Rpr FinancialOverland Park$162.1 million0
Rsg Investments LLCOverland Park$140.5 million0
S&a Financial Services, Inc.Overland Park$392.3 million0
Sanders Booze Capital Advisors, LLCOverland Park$00
Schwarz Investment PartnersSilver Lake$184.9 million0
Searcy Financial Services, Inc.Overland Park$514.0 million0
Silverhawk Capital Partners, LLCOverland Park$137.2 million0
Sjhl Financial GroupMcpherson$174.5 million0
Sound Stewardship, LLCOverland Park$284.6 million0
Steffes Financial, LtdOverland Park$611.5 million0
Stepp & Rothwell IncOverland Park$1.06 billion0
Storyone Family OfficeOverland Park$259.4 million0
Sunesis Advisors, LLCOverland Park$1.48 billion0
Tfb Advisors, LLCOverland Park$840.2 million0
The Perspective GroupLawrence$225.1 million0
Tortoise Capital Advisors, L.L.C.Overland Park$8.93 billion0
Triad Wealth Partners, LLCLawrence$1.53 billion0
Triune Financial Partners, LLCOverland Park$1.52 billion0
Two West Capital Advisors LLCOverland Park$3.89 billion0
Tyr Capital Advisors, LLCOverland Park$244.1 million0
United Capital Management of Kansas, Inc.Salina$884.8 million1
Veta Investment Partners, LLCLawrence$2.79 billion0
Viawealth, LLCLeawood$260.7 million0
Waterfront Wealth Inc.Overland Park$1.14 billion2
Wealth Alliance Advisory Group, LLCWichita$978.6 million0
Westward Investment AdvisoryMission$571.5 million0
Whetstone Capital AdvisorsMission Woods$415.1 million0
Windward Private Wealth Management Inc.Overland Park$309.6 million0
Yukon Wealth Management, Inc.Overland Park$467.4 million1