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Est. 2026The front page of wealth managementNew York

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IN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 know
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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

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  1. 14629
    Beyond WealthOverland Park, KS · 147 clientsWealth manager
    Schwab 100%
    $122M
  2. 14864
    Kompass Kapital Advisors, LLCOverland Park, KSAsset manager
    No custodian reported
    $117M
  3. 15017
    Engage Wealth Advisors, LLCOverland Park, KS · 281 clientsAsset manager
    Capital Client Group 45%Schwab 40%
    $112M
  4. 15651
    Palmer Square Private Credit Management LLCMission Woods, KS · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $77M
  5. 15680
    9 Stream Capital Partners LLCLeawood, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $74M
  6. 15682
    Allos Investment Advisors, LLCOverland Park, KS · 382 clientsWealth manager
    Schwab 100%
    $74M
  7. 15803
    Centralis Capital LLCPrairie Village, KS · 1 clientsPrivate fund adviser
    No custodian reported
    $60M
  8. 16127
    M3sixty Capital, LLCFairway, KS · 4 clientsAsset managerHybrid
    No custodian reported
    $29M
  9. 16437
    CCM New Opportunities, LLCMerriam, KSPrivate fund adviser
    UMB Bank 100%
    $1M
  10. 16457
    Onedigital Asset ManagementOverland Park, KSAsset managerHybridPWL Capital Inc.
    Schwab 100%
    $762K
  11. 16569
    DemarcheOverland Park, KS · 40 clientsAsset manager
    No custodian reported
    $0
  12. 16608
    Lockton Investment Advisors, LLCOverland Park, KSAsset managerHybridLockton Investment Securities, LLC
    No custodian reported
    $0
  13. 16613
    Sanders Booze Capital Advisors, LLCOverland Park, KSAsset manager
    No custodian reported
    $0
  14. 16665
    Mariner WealthOverland Park, KSAsset managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $0

RIAs by state