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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. 087
    Creative PlanningOverland Park, KS · 100,298 clientsWealth managerPublic-company owned
    Schwab 53%Ascensus Broker Dealer Services 25%Fidelity 22%
    $296B
  2. 175
    OnedigitalOverland Park, KS · 18,203 clientsAsset managerHybridOnedigital Securities LLC, PWL Capital Inc.
    Fidelity 51%Empower Trust 36%
    $155B
  3. 217
    MarinerOverland Park, KS · 55,512 clientsWealth managerHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $125B
  4. 434
    AE Wealth Management, LLCTopeka, KS · 128,073 clientsWealth managerWrap sponsorHybridAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 59%Schwab 41%
    $50B
  5. 529
    Prime Capital FinancialOverland Park, KS · 23,965 clientsAsset managerHybrid
    Fidelity Management Trust 100%
    $39B
  6. 732
    Palmer Square Capital Management LLCMission Woods, KS · 159 clientsPrivate fund adviserHybrid
    J.P. Morgan 40%BNY 33%Northern Trust 27%
    $26B
  7. 1416
    Mariner Advisor NetworkOverland Park, KS · 16,241 clientsWealth managerHybrid
    LPL Financial 77%Schwab 23%
    $9.6B
  8. 1446
    Palmer Square Europe Capital Management LLCMission Woods, KS · 27 clientsPrivate fund adviserHybrid
    No custodian reported
    $9.2B
  9. 1480
    Tortoise Capital Advisors, L.L.C.Overland Park, KS · 344 clientsAsset manager
    Northern Trust 51%BNY 34%
    $8.9B
  10. 1645
    Mariner IndependentOverland Park, KS · 4,307 clientsWealth managerHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 52%Fidelity 48%
    $7.3B
  11. 1778
    Kornitzer Capital Management, Inc.Mission, KS · 2,008 clientsAsset managerHybrid
    Great Plains Trust 100%
    $6.5B
  12. 1814
    Creativeone Wealth, LLCOverland Park, KS · 22,291 clientsWealth managerHybridCreativeone Securities, LLC
    Schwab 81%
    $6.3B
  13. 2367
    Cetera Planning PartnersLeawood, KS · 4,849 clientsWealth managerBank-affiliatedAffiliated broker-dealerAvantax Investment Services, Inc., Cetera Advisors LLC, clears through Pershing
    Schwab 91%
    $4.2B
  14. 2450
    Two West Capital Advisors LLCOverland Park, KS · 650 clientsAsset manager
    Schwab 65%Fidelity 35%
    $3.9B
  15. 2497
    FAS Wealth Partners, Inc.Leawood, KS · 1,564 clientsWealth managerHybridFAS Corp.
    Schwab 62%Fidelity 38%
    $3.8B
  16. 2752
    Rocky Mountain Advisers, LLCSalina, KS · 257 clientsAsset manager
    Schwab 100%
    $3.1B
  17. 2966
    Veta Investment Partners, LLCLawrence, KSAsset managerAffiliated broker-dealerAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
    U.S. Bank 100%
    $2.8B
  18. 2975
    MarinerOverland Park,, KS · 3,537 clientsWealth managerAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $2.8B
  19. 3139
    Creativeone Securities, LLCOverland Park, KS · 12,485 clientsBroker-dealer firmHybrid
    Pershing 65%Schwab 35%
    $2.5B
  20. 3534
    Columbia Capital Management, LLCMerriam, KS · 30 clientsAsset manager
    Schwab 100%
    $2.1B
  21. 3899
    Caliber Wealth Management, LLCOverland Park, KS · 1,668 clientsWealth manager
    Raymond James 76%Schwab 24%
    $1.8B
  22. 4088
    Fortis Capital Advisors, LLCPrairie Village, KS · 2,171 clientsWealth managerHybrid
    Schwab 89%
    $1.6B
  23. 4115
    CGN Advisors, LLCManhattan, KS · 1,321 clientsWealth manager
    Schwab 100%
    $1.6B
  24. 4139
    Kavar Capital PartnersLeawood, KS · 457 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.6B
  25. 4219
    Triad Wealth Partners, LLCLawrence, KS · 3,896 clientsWealth manager
    Schwab 81%
    $1.5B
  26. 4222
    Triune Financial Partners, LLCOverland Park, KS · 902 clientsWealth manager
    Schwab 64%Fidelity 36%
    $1.5B
  27. 4290
    Sunesis Advisors, LLCOverland Park, KS · 15 clientsWealth manager
    Schwab 100%
    $1.5B
  28. 4325
    FCI AdvisorsOverland Park, KS · 514 clientsAsset manager
    5901 College Boulevard Suite 100 44%Northern Trust 29%UBS 28%
    $1.5B
  29. 4348
    Keating Financial Advisory ServicesManhattan, KS · 5,285 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.5B
  30. 4713
    Lexaurum AdvisorsOverland Park, KS · 2,230 clientsWealth managerHybrid
    Schwab 92%
    $1.3B
  31. 4784
    Keen Wealth AdvisorsOverland Park, KS · 1,018 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.2B
  32. 4818
    Palmer Square BDC Advisor LLCMission Woods, KS · 1 clientsAsset managerHybrid
    No custodian reported
    $1.2B
  33. 4969
    Dean Capital ManagementOverland Park, KS · 3 clientsAsset manager
    Fidelity 58%U.S. Bank 22%
    $1.1B
  34. 4976
    Financial Partners Group, Inc.Overland Park, KS · 1,218 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  35. 4988
    Waterfront Wealth Inc.Overland Park, KS · 792 clientsWealth manager
    Wells Fargo 100%
    $1.1B
  36. 5037
    Adamsbrown Wealth Consultants LLCWichita, KS · 1,943 clientsWealth manager
    Schwab 100%
    $1.1B
  37. 5209
    Stepp & Rothwell IncOverland Park, KS · 340 clientsWealth manager
    Schwab 100%
    $1.1B
  38. 5327
    McD-Kissner GP, LLCOverland Park, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  39. 5446
    Wealth Alliance Advisory Group, LLCWichita, KS · 982 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $979M
  40. 5523
    Legacy Financial Strategies, LLCOverland Park, KS · 696 clientsWealth manager
    Schwab 100%
    $952M

RIAs by state