RIAs by state · SEC data as of October 1, 2026

RIAs in Kansas

The SEC-registered investment advisers based in Kansas, what they manage, and the largest independent wealth managers.

Kansas is home to 96 wealth-focused RIAs managing $556B, 26th of 51 states and DC. The largest is Creative Planning in Overland Park, with $296B.

Wealth-focused RIAs: 96
Their assets: $556B
$1B+ firms: 24
All SEC RIAs: 134

Largest independent wealth managers in Kansas

Largest independent wealth managers headquartered in Kansas
#	Firm	Headquarters	Regulatory AUM	Individual clients	Employees
1	Creative Planning SEC record	Overland Park	$296B	87,051	1,650
2	Mariner SEC record	Overland Park	$125B	54,583	1,889
3	Mariner Advisor Network SEC record	Overland Park	$9.6B	16,100	174
4	Mariner Independent SEC record	Overland Park	$7.3B	4,261	161
5	Creativeone Wealth, LLC SEC record	Overland Park	$6.3B	22,064	222
6	Cetera Planning Partners SEC record	Leawood	$4.2B	4,748	78
7	FAS Wealth Partners, Inc.SEC record	Leawood	$3.8B	1,524	33
8	Caliber Wealth Management, LLC SEC record	Overland Park	$1.8B	1,668	24
9	Fortis Capital Advisors, LLC SEC record	Prairie Village	$1.6B	2,127	68
10	CGN Advisors, LLC SEC record	Manhattan	$1.6B	1,281	49
11	Kavar Capital Partners SEC record	Leawood	$1.6B	449	6
12	Triad Wealth Partners, LLC SEC record	Lawrence	$1.5B	3,896	46
13	Triune Financial Partners, LLC SEC record	Overland Park	$1.5B	770	24
14	Sunesis Advisors, LLC SEC record	Overland Park	$1.5B	15	8
15	Lexaurum Advisors SEC record	Overland Park	$1.3B	2,189	50

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Kansas?

134 SEC-registered investment advisers have their main office in Kansas, and 96 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Kansas 26th of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Kansas?

Creative Planning, based in Overland Park, is the largest independent wealth manager headquartered in Kansas, with $296B in regulatory assets under management and 87,051 individual clients on its latest Form ADV.

How much do Kansas RIAs manage?

Wealth-focused RIAs based in Kansas report $556B in regulatory assets under management, 13th among the states. 24 of them manage $1 billion or more; the median manages $454M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
A firm counts only in its main office state, though many have offices in several.
Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.