Top 9 financial advisor firms in Leawood

9 SEC-registered financial advisor firms are headquartered in Leawood, KS, with $12.5B in combined regulatory assets under management. The largest by assets are The Retirement Planning Group ($4.16B), FAS Wealth Partners ($3.78B) and Kavar Capital Partners Group ($1.58B).

9
Financial advisor firms: $12.5B
Their combined AUM: $847M
Median firm AUM: 8,944
Clients of the top 9

The 9 largest by assets

1
The Retirement Planning Group
RIA
$4.16B
Up to 1.65%
2
FAS Wealth Partners
RIA
$3.78B
Up to 1.50% a year
3
Kavar Capital Partners Group
RIA
$1.58B
Regulatory AUM
4
Prevail Innovative Wealth Advisors
RIA
$932M
0.70% to 1.50% a year
5
Mitchell Capital Management
RIA
$847M
0.60% to 1.00%
6
ETF Portfolio Partners
RIA
$431M
0.50% to 1.00% a year
7
Summit Investment Advisors
RIA
$273M
0.25% to 1.00% a year
8
ViaWealth
RIA
$261M
Regulatory AUM
9
Everest Wealth Management
RIA
$237M
0.20% to 1.00% a year

Profiles of the top 9

No. 1 · 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. 2 · 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. 3 · 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

No. 4 · RIA

Prevail Innovative Wealth Advisors

Prevail Innovative Wealth Advisors is an investment adviser based in Leawood, KS, registered with the SEC since 2022. 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 $932 million, as filed on 30 September 2026.

Prevail Innovative Wealth Advisors charges 0.70%–1.50% a year for its Asset Management & Allocation Program Services.

Regulatory AUM: $932M
Clients: 822
Advisory staff: 31
Fee schedule: 0.70% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 4745 W. 136th Street, Leawood, KS 66224
Phone: 913-295-9500
Website: prevailiws.com

No. 5 · RIA

Mitchell Capital Management

Mitchell Capital Management is an investment adviser based in Leawood, KS, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals, banking or thrift institutions and individual clients. Its regulatory assets under management total $847 million, as filed on 27 March 2026.

Mitchell Capital Management charges 0.60%–1.00% for its Investment Management and Sub-Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $847M
Clients: 331
Advisory staff: 7
Fee schedule: 0.60% to 1.00%
Custodians: Charles Schwab, First National Bank of Hutchinson
Headquarters: 11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS 66211-7822
Phone: 913-428-3222
Website: mitchcap.com

No. 6 · RIA

ETF Portfolio Partners

ETF Portfolio Partners is an investment adviser based in Leawood, KS, registered with the SEC since 2015. 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 $431 million, as filed on 23 January 2026.

ETF Portfolio Partners charges 0.50%–1.00% a year for its Advisory Fees.

Regulatory AUM: $431M
Clients: 443
Advisory staff: 4
Founded: 2004
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 4831 W. 136th Street, Suite 300, Leawood, KS 66224-5922
Phone: 913-851-1100
Website: etfportfoliopartners.com

No. 7 · RIA

Summit Investment Advisors

Summit Investment Advisors 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, individual clients, and corporations and other businesses. Its regulatory assets under management total $273 million, as filed on 31 March 2026.

Summit Investment Advisors charges 0.25%–1.00% a year for its Blended standard tiered fee schedule.

Regulatory AUM: $273M
Clients: 300
Advisory staff: 5
Founded: 2006
Fee schedule: 0.25% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 12728 State Line RD., Leawood, KS 66209
Phone: 913-914-1944
Website: normandyia.com

No. 8 · RIA

ViaWealth

ViaWealth is an investment adviser based in Leawood, 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 $261 million, as filed on 29 April 2026.

Regulatory AUM: $261M
Clients: 87
Advisory staff: 3
Founded: 2018
Custodians: Charles Schwab
Headquarters: 8700 State Line RD, Suite 325, Leawood, KS 66206
Phone: 844-484-7849
Website: viawealth.com

No. 9 · RIA

Everest Wealth Management

Everest Wealth Management is an investment adviser based in Leawood, KS, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $237 million, as filed on 11 February 2026.

Everest Wealth Management charges 0.20%–1.00% a year for its Integrated wealth management fee.

Regulatory AUM: $237M
Clients: 91
Advisory staff: 1
Founded: 2004
Fee schedule: 0.20% to 1.00% a year
Custodians: Fidelity
Headquarters: 4901 W. 136 Street, Suite 1, Leawood, KS 66224
Phone: 913-387-2017
Website: everestwealth.com

Questions about financial advisors in Leawood

How many financial advisor firms are headquartered in Leawood?

9 SEC-registered financial advisor firms report their principal office in Leawood, KS, managing $12.5B in regulatory assets between them. The other 2 advisers headquartered in the city 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 Leawood?

The Retirement Planning Group, with $4.16B in regulatory assets under management on its latest Form ADV. The next largest are FAS Wealth Partners ($3.78B) and Kavar Capital Partners Group ($1.58B).

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

How large is a typical financial advisor firm in Leawood?

The median firm manages $847M in regulatory assets. That is the midpoint of the 9 firms headquartered in Leawood.

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

How much do financial advisors in Leawood charge?

Of the 9 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.65% 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 Leawood?

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 city 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 city.

Source: Niva directory methodology

Leawood has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Leawood

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