Top 10 financial advisor firms in Overland Park

49 SEC-registered financial advisor firms are headquartered in Overland Park, KS, with $492B in combined regulatory assets under management. The largest by assets are Creative Planning ($296B), Mariner ($125B) and Prime Capital Investment Advisors ($39.1B).

49
Financial advisor firms: $492B
Their combined AUM: $403M
Median firm AUM: 191,133
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
Caliber Wealth Management
RIA
$1.76B
0.25% to 1.50%
6
Triune Financial Partners
RIA
$1.52B
0.30% to 1.50% a year
7
Sunesis Advisors
RIA
$1.48B
0.10% to 1.00% a year
8
LexAurum Advisors
RIA
$1.27B
1.50% to 2.00% a year
9
KWMG
RIA
$1.23B
Up to 2.00% a year
10
Financial Partners Group
RIA
$1.15B
Up to 1.25% a year

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

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. 6 · RIA

Triune Financial Partners

Triune Financial Partners is an investment adviser based in Overland Park, KS, registered with the SEC since 2010. 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 $1.52 billion, as filed on 27 March 2026.

Triune Financial Partners charges 0.30%–1.50% a year for its Individual Portfolio and Model Portfolio Management.

Regulatory AUM: $1.52B
Clients: 902
Advisory staff: 11
Fee schedule: 0.30% to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: Lighton Plaza II, 7400 College BLVD, Suite 300, Overland Park, KS 66210
Phone: 913-825-6100
Website: triunefp.com

No. 7 · RIA

Sunesis Advisors

Sunesis Advisors is an investment adviser based in Overland Park, KS, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $1.48 billion, as filed on 17 March 2026.

Sunesis Advisors charges 0.10%–1.00% a year for its Asset Management and Reporting.

Regulatory AUM: $1.48B
Clients: 15
Advisory staff: 3
Fee schedule: 0.10% to 1.00% a year
Minimum account: $5,000,000
Custodians: Charles Schwab
Headquarters: 6750 W 93rd Street, Suite 250, Overland Park, KS 66212
Phone: 913-815-4460
Website: sunesisadvisors.com

No. 8 · RIA

LexAurum Advisors

LexAurum Advisors is an investment adviser based in Overland Park, KS, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.27 billion, as filed on 1 July 2026.

LexAurum Advisors charges 1.50%–2.00% a year for its Investment Management Services.

Regulatory AUM: $1.27B
Clients: 2,230
Advisory staff: 31
Fee schedule: 1.50% to 2.00% a year
Custodians: Charles Schwab, SEI Investments Distribution
Headquarters: 16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085
Phone: 913-261-9316
Website: lex-aurum.com

No. 9 · RIA

KWMG

KWMG is an investment adviser based in Overland Park, KS, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.23 billion, as filed on 20 March 2026.

KWMG charges up to 2.00% a year for its Wrap Comprehensive Portfolio Management.

Regulatory AUM: $1.23B
Clients: 1,018
Advisory staff: 30
Founded: 2014
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 7500 College BLVD., Suite 1000, Overland Park, KS 66210
Phone: 913-624-1841
Website: keenwealthadvisors.com

No. 10 · RIA

Financial Partners Group

Financial Partners Group 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 high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.15 billion, as filed on 30 March 2026.

Financial Partners Group charges up to 1.25% a year for its Investment Management Fees and Compensation.

Regulatory AUM: $1.15B
Clients: 1,218
Advisory staff: 9
Founded: 2004
Fee schedule: Up to 1.25% a year
Custodians: Fidelity
Headquarters: 10925 Antioch Road, Suite 100, Overland Park, KS 66210
Phone: 913-826-6982
Website: fpgkc.com

Questions about financial advisors in Overland Park

How many financial advisor firms are headquartered in Overland Park?

49 SEC-registered financial advisor firms report their principal office in Overland Park, KS, managing $492B in regulatory assets between them. The other 19 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 Overland Park?

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 Overland Park?

The median firm manages $403M in regulatory assets. That is the midpoint of the 49 firms headquartered in Overland Park.

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

How much do financial advisors in Overland Park charge?

Of the 10 largest firms, 10 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 Overland Park?

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

Overland Park has 49 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Overland Park

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