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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

134 firms manage $822 billionKansas

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 5580
    Prevail Innovative Wealth Advisors, LLCLeawood, KS · 822 clientsWealth managerWrap sponsor
    Schwab 100%
    $932M
  2. 5584
    PCG Wealth ManagementOverland Park, KS · 1,959 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $931M
  3. 5598
    Canvas Wealth Advisors, LLCShawnee, KS · 553 clientsWealth manager
    Fidelity 100%
    $929M
  4. 5673
    Clayton Wealth PartnersTopeka, KS · 753 clientsWealth manager
    Fidelity 100%
    $910M
  5. 5706
    Greenup Street Wealth Management LLCOverland Park, KS · 973 clientsWealth manager
    Fidelity 76%Schwab 24%
    $900M
  6. 5774
    United Capital Management of Kansas, Inc.Salina, KS · 1,655 clientsWealth managerHybrid
    Schwab 100%
    $885M
  7. 5905
    Mitchell Capital Management CoLeawood, KS · 331 clientsWealth manager
    Schwab 80%
    $847M
  8. 5935
    TFB Advisors, LLCOverland Park, KS · 1,355 clientsWealth managerHybrid
    Schwab 59%Assetmark 41%
    $840M
  9. 5946
    Pinion Wealth Management, LLCWichita, KS · 615 clientsWealth managerHybridKcoe Capital LLC
    Schwab 92%
    $837M
  10. 6370
    Paragon Capital Management LLCOverland Park, KS · 350 clientsWealth manager
    Schwab 100%
    $740M
  11. 6715
    Aspyre Wealth PartnersOverland Park, KS · 329 clientsWealth manager
    Schwab 100%
    $668M
  12. 6728
    BcwmOverland Park, KS · 378 clientsWealth manager
    Schwab 100%
    $665M
  13. 6886
    503 Capital Partners, LLCLeawood, KS · 13 clientsPrivate fund adviser
    Schwab 78%BNY 22%
    $636M
  14. 6909
    Carlson FinancialTopeka, KS · 1,097 clientsWealth manager
    Fidelity Distributors Company 100%
    $632M
  15. 7039
    Steffes Financial, LTDOverland Park, KS · 265 clientsWealth manager
    Schwab 81%
    $611M
  16. 7128
    Endeavor Private Wealth, Inc.Topeka, KS · 535 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $595M
  17. 7233
    Mattern Wealth Management LLCLawrence, KS · 613 clientsWealth manager
    Schwab 57%Wells Fargo 43%
    $579M
  18. 7281
    Westward Investment AdvisoryMission, KS · 20 clientsWealth managerHybrid
    Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
    $572M
  19. 7326
    Midwest Financial Group LLCOverland Park, KS · 955 clientsWealth managerWrap sponsor
    Schwab 100%
    $566M
  20. 7384
    PHD Retirement ConsultingOverland Park, KS · 66 clientsAsset manager
    Alerus Financial 64%Transamerica 36%
    $559M
  21. 7422
    Prairie Advisory, LLCLeawood, KS · 625 clientsAsset manager
    LPL Financial 58%Schwab 42%
    $554M
  22. 7710
    Searcy Financial Services, Inc.Overland Park, KS · 193 clientsWealth manager
    Schwab 100%
    $514M
  23. 7867
    Great Range Capital, LLCMission Woods, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $495M
  24. 7906
    Redstone Advisors IncWichita, KS · 109 clientsWealth manager
    Schwab 100%
    $491M
  25. 7920
    Postrock Partners LLCOverland Park, KS · 34 clientsAsset manager
    Fidelity 100%
    $489M
  26. 8102
    Yukon Wealth Management, Inc.Overland Park, KS · 91 clientsWealth manager
    Schwab 100%
    $467M
  27. 8204
    AGH Wealth Advisors, LLCWichita, KS · 489 clientsWealth managerWrap sponsorHybrid
    LPL Financial 57%American Trust Custody Services 43%
    $456M
  28. 8239
    Nova R Wealth, Inc.Overland Park, KS · 323 clientsWealth manager
    Fidelity 100%
    $453M
  29. 8459
    ETF Portfolio Partners, Inc.Leawood, KS · 443 clientsWealth manager
    Fidelity 100%
    $431M
  30. 8485
    Providence Financial Advisors, LLCOverland Park, KS · 186 clientsAsset manager
    Schwab 65%Fidelity 35%
    $428M
  31. 8607
    Market Investment Group, LLCWichita, KS · 1,814 clientsWealth manager
    Schwab 68%Lincoln Financial Investment Services 32%
    $416M
  32. 8624
    Whetstone Capital AdvisorsMission Woods, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $415M
  33. 8667
    Copper FinancialLenexa, KS · 4,165 clientsBroker-dealer firmHybrid
    Apex Fintech 100%
    $411M
  34. 8758
    Legacy Investment Partners, LLCOverland Park, KS · 223 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $403M
  35. 8870
    MN Wealth Advisors, LLCOverland Park, KS · 571 clientsWealth manager
    Schwab 100%
    $394M
  36. 8894
    S&a Financial Services, Inc.Overland Park, KS · 1,183 clientsWealth manager
    Schwab 100%
    $392M
  37. 9171
    One Advisory Partners, LLCOverland Park, KS · 314 clientsWealth manager
    Schwab 74%Fidelity 26%
    $370M
  38. 9806
    Fortune Financial Advisors, LLCOverland Park, KS · 206 clientsWealth manager
    Schwab 100%
    $323M
  39. 10002
    Windward Private Wealth Management Inc.Overland Park, KS · 235 clientsWealth manager
    Schwab 100%
    $310M
  40. 10030
    Gentry Private WealthWichita, KS · 257 clientsWealth managerWrap sponsor
    Schwab 86%
    $308M

RIAs by state