Firms by city
Registered investment advisers in Overland Park, KS
4 SEC-registered advisers headquartered in Overland Park, listed by regulatory assets under management as reported on Form ADV.
4 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Creative PlanningCRD 105348 | Overland Park, KS | $295.57B | 1,538 | 100,298 |
| Onedigital Investment AdvisorsCRD 106766 | Overland Park, KS | $155.41B | 367 | 18,203 |
| MarinerCRD 140195 | Overland Park, KS | $125.41B | 933 | 55,512 |
| Prime Capital Investment AdvisorsCRD 288712 | Overland Park, KS | $39.14B | 261 | 23,965 |
Creative PlanningCRD 105348$295.57B
- Headquarters
- Overland Park, KS
- Advisory staff
- 1,538
- Clients
- 100,298
Onedigital Investment AdvisorsCRD 106766$155.41B
- Headquarters
- Overland Park, KS
- Advisory staff
- 367
- Clients
- 18,203
MarinerCRD 140195$125.41B
- Headquarters
- Overland Park, KS
- Advisory staff
- 933
- Clients
- 55,512
Prime Capital Investment AdvisorsCRD 288712$39.14B
- Headquarters
- Overland Park, KS
- Advisory staff
- 261
- Clients
- 23,965
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Overland Park on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Kansas.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.