Top 10 financial advisor firms in Kansas

88 SEC-registered financial advisor firms are headquartered in Kansas, with $522B in combined regulatory assets under management. The largest by assets are Creative Planning ($296B), Mariner ($125B) and Prime Capital Investment Advisors ($39.1B).

88
Financial advisor firms: $522B
Their combined AUM: $442M
Median firm AUM: 196,112
Clients of the top 10

The 10 largest by assets

1
Creative Planning
RIA
$296B
0.25% to 1.20% a year
2
Mariner
RIA
$125B
0.60% to 1.25% a year
3
Prime Capital Investment Advisors
RIA
$39.1B
0.25% to 2.50%
4
Mariner Platform Solutions
RIA
$7.34B
Up to 2.50% a year
5
The Retirement Planning Group
RIA
$4.16B
Up to 1.65%
6
FAS Wealth Partners
RIA
$3.78B
Up to 1.50% a year
7
Caliber Wealth Management
RIA
$1.76B
0.25% to 1.50%
8
Fortis Capital Advisors
RIA
$1.62B
Up to 2.50% a year
9
CGN Advisors
RIA
$1.6B
Up to 1.00% a year
10
Kavar Capital Partners Group
RIA
$1.58B
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Creative Planning

Creative Planning is an investment adviser based in Overland Park, KS, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $296 billion, as filed on 10 July 2026.

Creative Planning charges 0.25%–1.20% a year for its Portfolio Management Services.

Regulatory AUM: $296B
Clients: 100,298
Advisory staff: 1,538
Fee schedule: 0.25% to 1.20% a year
Minimum account: $200,000
Custodians: Charles Schwab, Fidelity, Ascensus Broker Dealer Services
Headquarters: 5454 W. 110th Street, Overland Park, KS 66211
Phone: 866-909-5148
Website: creativeplanning.com

No. 2 · RIA

Mariner

Mariner is an investment adviser based in Overland Park, KS, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and banking or thrift institutions. Its regulatory assets under management total $125 billion, as filed on 5 August 2026.

Mariner charges 0.60%–1.25% a year for its Standard Fee Schedule (blended tiered schedule).

Regulatory AUM: $125B
Clients: 55,512
Advisory staff: 933
Fee schedule: 0.60% to 1.25% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 5700 W. 112th Street, Suite 500, Overland Park, KS 66211
Phone: 913-904-5700
Website: marinerwealthadvisors.com

No. 3 · RIA

Prime Capital Investment Advisors

Prime Capital Investment Advisors is an investment adviser based in Overland Park, KS, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $39.1 billion, as filed on 1 June 2026.

Prime Capital Investment Advisors charges 0.25%–2.50% for its Asset Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $39.1B
Clients: 23,965
Advisory staff: 261
Fee schedule: 0.25% to 2.50%
Custodians: Fidelity
Headquarters: 6201 College BLVD., Suite #150, Overland Park, KS 66211
Phone: 800-493-6226
Website: primefinancialct.com

No. 4 · RIA

Mariner Platform Solutions

Mariner Platform Solutions is an investment adviser based in Overland Park, KS, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.34 billion, as filed on 13 August 2026.

Mariner Platform Solutions charges up to 2.50% a year for its Investment Advisory Fees.

Regulatory AUM: $7.34B
Clients: 4,307
Advisory staff: 106
Fee schedule: Up to 2.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 5700 West 112th Street, Suite 500, Overland Park, KS 66211
Phone: 913-904-5700

No. 5 · RIA

The Retirement Planning Group

The Retirement Planning Group is an investment adviser based in Leawood, KS, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $4.16 billion, as filed on 22 September 2026.

The Retirement Planning Group charges up to 1.65% for its Advisor Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $4.16B
Clients: 4,849
Advisory staff: 33
Fee schedule: Up to 1.65%
Custodians: Charles Schwab, Fidelity
Headquarters: 11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS 66211
Phone: 913-498-8898
Website: ceteraplanningpartners.com

No. 6 · RIA

FAS Wealth Partners

FAS Wealth Partners is an investment adviser based in Leawood, KS, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $3.78 billion, as filed on 25 February 2026.

FAS Wealth Partners charges up to 1.50% a year for its General Asset Management.

Regulatory AUM: $3.78B
Clients: 1,564
Advisory staff: 20
Founded: 1979
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 4747 W 135 Street, Suite 100, Leawood, KS 66224
Phone: 913-239-2300
Website: faswealthpartners.com

No. 7 · RIA

Caliber Wealth Management

Caliber Wealth Management is an investment adviser based in Overland Park, KS, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.76 billion, as filed on 14 August 2026.

Caliber Wealth Management charges 0.25%–1.50% for its Portfolio Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.76B
Clients: 1,668
Advisory staff: 15
Founded: 2024
Fee schedule: 0.25% to 1.50%
Custodians: Charles Schwab, Raymond James
Headquarters: 6201 College BLVD, Suite 650, Overland Park, KS 66211
Phone: 913-303-3920
Website: caliberkc.com

No. 8 · RIA

Fortis Capital Advisors

Fortis Capital Advisors is an investment adviser based in Prairie Village, KS, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.62 billion, as filed on 1 September 2026.

Fortis Capital Advisors charges up to 2.50% a year for its Assets Under Management Fees.

Regulatory AUM: $1.62B
Clients: 2,171
Advisory staff: 57
Founded: 2020
Fee schedule: Up to 2.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 7301 Mission Road, Suite 326, Prairie Village, KS 66208
Phone: 913-222-8862
Website: fortiscapitaladvisors.com

No. 9 · RIA

CGN Advisors

CGN Advisors is an investment adviser based in Manhattan, KS, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $1.6 billion, as filed on 2 July 2026.

CGN Advisors charges up to 1.00% a year for its Asset-Based Fees.

Regulatory AUM: $1.6B
Clients: 1,321
Advisory staff: 37
Founded: 2011
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 512 Poyntz Ave, Suite 120, Manhattan, KS 66502
Phone: 910-333-6659
Website: lincefinancialplanning.com

No. 10 · RIA

Kavar Capital Partners Group

Kavar Capital Partners Group is an investment adviser based in Leawood, KS, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $1.58 billion, as filed on 25 March 2026.

Regulatory AUM: $1.58B
Clients: 457
Advisory staff: 5
Founded: 2011
Custodians: Charles Schwab
Headquarters: 11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS 66211
Phone: 913-428-3300
Website: kavarcapital.com

Questions about financial advisors in Kansas

How many financial advisor firms are headquartered in Kansas?

88 SEC-registered financial advisor firms report their principal office in Kansas, managing $522B in regulatory assets between them. The other 34 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Kansas?

Creative Planning, with $296B in regulatory assets under management on its latest Form ADV. The next largest are Mariner ($125B) and Prime Capital Investment Advisors ($39.1B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Kansas?

The median firm manages $442M in regulatory assets. That is the midpoint of the 88 firms headquartered in Kansas.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Kansas charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Kansas?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Kansas has 88 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Kansas

Top financial advisor firms by city in Kansas