Rialytix insights
Top RIA Firms in Overland Park, Kansas
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Overland Park, Kansas. This hub covers 66 matching firms with $687.1B in total reported AUM and median AUM of $497.6M.
Firms
66
Matching current profiles
Total AUM
$687.1B
Reported regulatory AUM
Median AUM
$497.6M
Across firms with AUM
Largest firm
$295.6B
Creative Planning
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Creative Planning CRD 105348 · Limited Liability Company | OVERLAND PARK, KS | $295.6B Mar 2026 | +$78.2B+36.0% | +$165.0B+126.4% | +$226.1B+325.4% | +$292.5B+9648.1% | +485 employees+41.6% over 3Y | +116,204 accounts+56.9% over 3Y |
| 2. Onedigital CRD 106766 · Limited Liability Company | OVERLAND PARK, KS | $155.4B Apr 2026 | +$12.8B+9.0% | +$66.3B+74.3% | +$90.6B+139.8% | +$155.2B+86624.2% | +98 employees+17.8% over 3Y | +15,270 accounts+60.6% over 3Y |
| 3. Mariner Wealth CRD 140195 · Limited Liability Company | OVERLAND PARK, KS | $125.4B Mar 2026 | +$44.3B+54.6% | +$70.0B+126.2% | +$96.0B+326.1% | +$123.4B+6129.8% | +955 employees+102.2% over 3Y | +96,764 accounts+107.5% over 3Y |
| 4. Prime Capital Financial CRD 288712 · Limited Liability Company | OVERLAND PARK, KS | $39.1B Mar 2026 | +$9.0B+30.0% | +$22.5B+134.5% | +$26.7B+213.5% | — | +141 employees+46.2% over 3Y | +33,482 accounts+152.9% over 3Y |
| 5. Mariner Advisor Network CRD 283824 · Limited Liability Company | OVERLAND PARK, KS | $9.6B May 2026 | +$1.1B+12.8% | +$3.3B+52.9% | +$3.2B+50.1% | +$8.3B+629.4% | -63 employees-26.6% over 3Y | +2,754 accounts+11.2% over 3Y |
| 6. Tortoise Capital Advisors, L.l.c. CRD 123711 · Limited Liability Company | OVERLAND PARK, KS | $8.9B Apr 2026 | +$483.9M+5.7% | +$1.7B+23.1% | +$2.6B+40.7% | +$750.2M+9.2% | -37 employees-52.1% over 3Y | -40 accounts-10.4% over 3Y |
| 7. Mariner Independent CRD 305418 · Limited Liability Company | OVERLAND PARK, KS | $7.3B May 2026 | +$1.7B+30.7% | +$4.3B+140.1% | +$7.3B+9443.9% | — | +86 employees+114.7% over 3Y | +7,510 accounts+108.6% over 3Y |
| 8. Creativeone Wealth, LLC CRD 281213 · Limited Liability Company | OVERLAND PARK, KS | $6.3B May 2026 | +$1.4B+29.5% | +$3.4B+117.1% | +$4.3B+217.0% | — | +53 employees+31.4% over 3Y | +15,619 accounts+78.9% over 3Y |
| 9. Two West Capital Advisors LLC CRD 154543 · Limited Liability Company | OVERLAND PARK, KS | $3.9B May 2026 | +$645.7M+19.9% | +$1.8B+83.9% | +$2.2B+126.6% | +$3.6B+1409.4% | 0 employees+0.0% over 3Y | +195 accounts+42.9% over 3Y |
| 10. Mariner CRD 151664 · Limited Liability Company | OVERLAND PARK, KS | $2.8B Mar 2026 | +$853.0M+44.5% | +$1.2B+76.3% | +$1.5B+111.4% | +$2.6B+1207.7% | 0 employees+0.0% over 3Y | +3,141 accounts+104.5% over 3Y |
| 11. Creativeone Securities, LLC CRD 152974 · Limited Liability Company | OVERLAND PARK, KS | $2.5B May 2026 | +$416.1M+19.6% | +$824.3M+48.0% | +$1.4B+119.5% | +$2.5B+3320.2% | +16 employees+8.9% over 3Y | -8,501 accounts-40.5% over 3Y |
| 12. Caliber Wealth Management, LLC CRD 331165 · Limited Liability Company | OVERLAND PARK, KS | $1.8B Mar 2026 | +$623.6M+54.7% | — | — | +$623.6M+54.7% | +6 employees+33.3% over 1Y | +480 accounts+8.7% over 1Y |
| 13. Triune Financial Partners, LLC CRD 152277 · Limited Liability Company | OVERLAND PARK, KS | $1.5B Mar 2026 | +$222.7M+17.1% | +$488.7M+47.3% | +$823.3M+117.9% | +$1.4B+1340.1% | +1 employees+4.3% over 3Y | +1,696 accounts+191.0% over 3Y |
| 14. Sunesis Advisors, LLC CRD 159114 · Limited Liability Company | OVERLAND PARK, KS | $1.5B Mar 2026 | +$249.9M+20.2% | +$550.3M+58.9% | +$862.5M+138.6% | +$1.4B+1373.2% | +2 employees+33.3% over 3Y | +139 accounts+35.8% over 3Y |
| 15. Fci Advisors CRD 106398 · Corporation | OVERLAND PARK, KS | $1.5B Mar 2026 | -$13.6B-90.3% | -$13.0B-89.8% | -$8.4B-85.1% | -$3.0B-67.4% | -39 employees-63.9% over 3Y | -12,392 accounts-94.5% over 3Y |
| 16. Lexaurum Advisors CRD 283653 · Limited Liability Company | OVERLAND PARK, KS | $1.3B Mar 2026 | +$260.7M+25.9% | +$663.0M+109.7% | +$718.1M+130.8% | — | +8 employees+19.0% over 3Y | +2,133 accounts+61.5% over 3Y |
| 17. Keen Wealth Advisors CRD 170293 · Limited Liability Company | OVERLAND PARK, KS | $1.2B Mar 2026 | +$318.5M+34.8% | +$452.9M+58.0% | +$736.1M+148.0% | — | +12 employees+66.7% over 3Y | +989 accounts+51.3% over 3Y |
| 18. Dean Capital Management CRD 145666 · Limited Liability Company | OVERLAND PARK, KS | $1.1B Mar 2026 | +$15.5M+1.4% | +$303.0M+35.8% | +$333.1M+40.8% | +$749.1M+187.3% | 0 employees+0.0% over 3Y | -61 accounts-11.1% over 3Y |
| 19. Financial Partners Group, INC. CRD 288644 · Corporation | OVERLAND PARK, KS | $1.1B Mar 2026 | +$172.3M+17.7% | +$463.6M+68.0% | +$577.3M+101.6% | — | 0 employees+0.0% over 3Y | +410 accounts+12.9% over 3Y |
| 20. Waterfront Wealth INC. CRD 173220 · Corporation | OVERLAND PARK, KS | $1.1B Mar 2026 | +$363.0M+46.8% | +$493.0M+76.4% | +$718.0M+171.0% | — | 0 employees+0.0% over 3Y | +684 accounts+26.9% over 3Y |
| 21. Stepp & Rothwell INC CRD 107999 · Corporation | OVERLAND PARK, KS | $1.1B Mar 2026 | +$91.4M+9.5% | +$76.2M+7.8% | +$362.2M+52.3% | +$643.7M+156.5% | +3 employees+13.6% over 3Y | +120 accounts+5.5% over 3Y |
| 22. Mcd-Kissner Gp, LLC CRD 336165 · Limited Liability Company | OVERLAND PARK, KS | $1.0B Mar 2026 | — | — | — | +$264.4M+35.1% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 23. Legacy Financial Strategies, LLC CRD 283553 · Limited Liability Company | OVERLAND PARK, KS | $952.0M Feb 2026 | +$145.9M+18.1% | +$443.4M+87.2% | +$597.7M+168.7% | +$907.8M+2049.9% | +4 employees+33.3% over 3Y | +254 accounts+13.8% over 3Y |
| 24. Pcg Wealth Management CRD 290977 · Limited Liability Company | OVERLAND PARK, KS | $931.1M Feb 2026 | +$165.7M+21.6% | +$415.5M+80.6% | +$570.5M+158.2% | — | +6 employees+33.3% over 3Y | +3,487 accounts+285.1% over 3Y |
| 25. Greenup Street Wealth Management LLC CRD 311391 · Limited Liability Company | OVERLAND PARK, KS | $900.4M Apr 2026 | +$238.7M+36.1% | +$541.0M+150.5% | — | +$762.9M+555.2% | +8 employees+66.7% over 3Y | +1,642 accounts+126.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.