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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. 10326
    Retirement Portfolios, LLCLawrence, KS · 245 clientsWealth manager
    Altruist 100%
    $290M
  2. 10433
    Sound Stewardship, LLCOverland Park, KS · 190 clientsWealth manager
    Fidelity Distributors Company 73%Schwab 27%
    $285M
  3. 10597
    Centerpoint Advisory Group, LLCOverland Park, KS · 276 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $276M
  4. 10647
    Normandy Investment AdvisorsLeawood, KS · 300 clientsWealth manager
    Schwab 100%
    $273M
  5. 10690
    OFG Financial Services, Inc.Topeka, KS · 855 clientsBroker-dealer firmHybrid
    No custodian reported
    $271M
  6. 10782
    Cornerstone AdvisorsTopeka, KS · 470 clientsWealth manager
    Schwab 100%
    $265M
  7. 10858
    Viawealth, LLCLeawood, KS · 87 clientsWealth manager
    Schwab 100%
    $261M
  8. 10884
    Storyone Family OfficeOverland Park, KS · 135 clientsWealth manager
    Raymond James 100%
    $259M
  9. 10934
    Dogwood Wealth Management, LLCLenexa, KS · 233 clientsWealth manager
    No custodian reported
    $257M
  10. 11091
    Mokan Wealth ManagementOverland Park, KS · 173 clientsWealth manager
    Altruist 100%
    $250M
  11. 11208
    TYR Capital Advisors, LLCOverland Park, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $244M
  12. 11226
    Retirewise Tax and Wealth Advisors, Inc.Topeka, KS · 294 clientsWealth manager
    Schwab 100%
    $243M
  13. 11362
    Everest Wealth ManagementLeawood, KS · 91 clientsWealth manager
    Fidelity 100%
    $237M
  14. 11424
    Rademacher Financial, Inc.Lawrence, KS · 343 clientsWealth manager
    Raymond James 100%
    $234M
  15. 11564
    DemarcheOverland Park, KS · 16 clientsAsset manager
    No custodian reported
    $228M
  16. 11647
    The Perspective GroupLawrence, KS · 297 clientsWealth managerWrap sponsorHybrid
    LPL Financial 90%
    $225M
  17. 11764
    Cabin Advisors, LLCOverland Park, KS · 414 clientsBroker-dealer firmHybridCabin Securities, Inc., JCC Capital Markets, LLC
    No custodian reported
    $220M
  18. 11913
    Insight Financial ServicesOverland Park, KS · 444 clientsWealth manager
    Fidelity 100%
    $214M
  19. 12010
    Cornerstone Securities LLCOverland Park, KS · 900 clientsWealth manager
    Schwab 100%
    $210M
  20. 12271
    InvisorSeneca, KS · 265 clientsAsset manager
    Matrix Trust 56%Schwab 33%
    $199M
  21. 12641
    Schwarz Investment PartnersSilver Lake, KS · 717 clientsWealth managerHybrid
    Schwab 100%
    $185M
  22. 12721
    Freestate Advisors LLCOverland Park, KS · 244 clientsWealth manager
    Schwab 100%
    $182M
  23. 12735
    Balanced Financial Planning, Inc.Overland Park, KS · 80 clientsWealth manager
    Fidelity 100%
    $181M
  24. 12810
    Collaborative Portfolio ManagementOverland Park, KS · 182 clientsWealth managerHybrid
    Fidelity 100%
    $179M
  25. 12820
    Glass Lakes Capital Management LLCOverland Park, KS · 140 clientsWealth manager
    Schwab 100%
    $178M
  26. 12935
    Sjhl Financial GroupMcPherson, KS · 385 clientsWealth manager
    Schwab 100%
    $175M
  27. 12968
    Douglass Investment GroupWichita, KS · 142 clientsWealth manager
    Raymond James 100%
    $174M
  28. 13068
    Proactive Capital Management, Inc.Topeka, KS · 272 clientsWealth manager
    Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
    $171M
  29. 13141
    Novadius Wealth ManagementOverland Park, KS · 270 clientsWealth manager
    Schwab 100%
    $168M
  30. 13212
    Curtis Capital AdvisorsOverland Park, KS · 82 clientsWealth manager
    Schwab 100%
    $166M
  31. 13296
    RPR FinancialOverland Park, KS · 259 clientsWealth manager
    Schwab 100%
    $162M
  32. 13726
    Quantum Financial Partners LLCOverland Park, KS · 395 clientsWealth manager
    Schwab 100%
    $149M
  33. 13868
    Davis Financial Management, Inc.Overland Park, KS · 78 clientsWealth manager
    Schwab 90%
    $145M
  34. 13996
    RSG Investments LLCOverland Park, KS · 564 clientsWealth manager
    Fidelity 98%
    $141M
  35. 14055
    Silverhawk Capital Partners, LLCOverland Park, KS · 5 clientsPrivate fund adviser
    No custodian reported
    $139M
  36. 14180
    Pathway Financial Solutions, Inc.Salina, KS · 309 clientsWealth managerHybrid
    Schwab 100%
    $135M
  37. 14414
    Berkeley Capital Management, LLCEllsworth, KS · 370 clientsWealth manager
    Schwab 100%
    $128M
  38. 14431
    Next Generation Investing, LLCTopeka, KS · 245 clientsWealth managerHybrid
    No custodian reported
    $128M
  39. 14527
    Konza Global Wealth GroupOverland Park, KS · 112 clientsWealth manager
    Schwab 86%
    $125M
  40. 14552
    UMB Private Wealth Management, LLCOverland Park, KS · 46 clientsPrivate fund adviserAffiliated broker-dealerUMB Financial Services, Inc.
    No custodian reported
    $125M

RIAs by state