RIA firms in Kansas
1,744 RIA firms are registered or notice filed in Kansas: 232 state registered and 1,512 federally registered. 228 are headquartered here.
Another 24 state registered advisers with no address on file are registered only in Kansas. 5 exempt reporting advisers also file in Kansas and are not counted as RIA firms. #26 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Kansas, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Creative Planning | 1,150 | $296B | Federally registered | Overland Park |
| Mariner Wealth | 986 | $125B | Federally registered | Overland Park |
| AE Wealth Management, LLC | 459 | $49.8B | Federally registered | Topeka |
| OneDigital | 384 | $155B | Federally registered | Overland Park |
| Prime Capital Financial | 262 | $39.1B | Federally registered | Overland Park |
| Creativeone Wealth, LLC | 218 | $6.3B | Federally registered | Overland Park |
| Creativeone Securities, LLCalso a Broker Dealer | 125 | $2.5B | Federally registered | Overland Park |
| Mariner Independent | 121 | $7.3B | Federally registered | Overland Park |
| Fortis Capital Advisors, LLC | 68 | $1.6B | Federally registered | Prairie Village |
| Mariner Wealth | 65 | not reported | Federally registered | Overland Park |
Most advisers based in Kansas
Advisers registered and working in Kansas, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Kansas that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $813B
- Firms reporting
- 198
- Median, federally registered
- $478M
- Median, state registered
- $29.3M
One firm reports 36% of Kansas's reported AUM.
How they charge
Share of the 220 firms headquartered here that report their fees.
Who they serve
Share of the 201 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Kansas RIA firms, answered.
How many RIA firms are registered in Kansas?
1,744 RIA firms are registered or notice filed in Kansas: 232 state registered and 1,512 federally registered. 228 are headquartered there.
Which RIA firms in Kansas have the most advisers?
Creative Planning (1,150 advisers), Mariner Wealth (986 advisers) and AE Wealth Management, LLC (459 advisers).
How much do RIA firms in Kansas manage?
The 198 RIA firms headquartered in Kansas that report assets report $813B in total. The median is $478M for federally registered firms and $29.3M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Kansas counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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