Top 8 financial advisor firms in Wichita

8 SEC-registered financial advisor firms are headquartered in Wichita, KS, with $4.78B in combined regulatory assets under management. The largest by assets are AdamsBrown Wealth Consultants ($1.12B), Wealth Alliance Advisory Group ($979M) and Pinion Investment Advisors ($837M).

8
Financial advisor firms: $4.78B
Their combined AUM: $473M
Median firm AUM: 6,351
Clients of the top 8

The 8 largest by assets

1
AdamsBrown Wealth Consultants
RIA
$1.12B
0.50% to 1.52% a year
2
Wealth Alliance Advisory Group
RIA
$979M
Up to 2.00% a year
3
Pinion Investment Advisors
RIA
$837M
Up to 2.25% a year
4
Redstone Advisors
RIA
$491M
0.30% to 0.50% a year
5
AGH Wealth Advisors
RIA
$456M
Up to 2.00% a year
6
Market Investment Group
RIA
$416M
Regulatory AUM
7
Gentry Private Wealth
RIA
$308M
0.35% to 1.75% a year
8
Douglass Investment Group
RIA
$174M
1.00% to 1.00% a year

Profiles of the top 8

No. 1 · RIA

AdamsBrown Wealth Consultants

AdamsBrown Wealth Consultants is an investment adviser based in Wichita, 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 $1.12 billion, as filed on 18 August 2026.

AdamsBrown Wealth Consultants charges 0.50%–1.525% a year for its Wealth Management Services.

Regulatory AUM: $1.12B
Clients: 1,943
Advisory staff: 17
Fee schedule: 0.50% to 1.52% a year
Custodians: Charles Schwab
Headquarters: 358 N Main Street, Suite 100, Wichita, KS 67202
Phone: 316-262-6578
Website: adamsbrownwc.com

No. 2 · RIA

Wealth Alliance Advisory Group

Wealth Alliance Advisory Group is an investment adviser based in Wichita, KS, registered with the SEC since 2017. 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 $979 million, as filed on 3 June 2026.

Wealth Alliance Advisory Group charges up to 2.00% a year for its Investment Management.

Regulatory AUM: $979M
Clients: 982
Advisory staff: 7
Fee schedule: Up to 2.00% a year
Custodians: Fidelity
Headquarters: 10585 E 21st N, Wichita, KS 67207
Phone: 316-221-3950
Website: wealthalliance.net

No. 3 · RIA

Pinion Investment Advisors

Pinion Investment Advisors is an investment adviser based in Wichita, KS, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $837 million, as filed on 19 May 2026.

Pinion Investment Advisors charges up to 2.25% a year for its PWM Program advisory fee.

Regulatory AUM: $837M
Clients: 615
Advisory staff: 8
Fee schedule: Up to 2.25% a year
Custodians: Assetmark Trust, Fidelity, Charles Schwab
Headquarters: 1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206
Phone: 316-682-8344

No. 4 · RIA

Redstone Advisors

Redstone Advisors is an investment adviser based in Wichita, KS, registered with the SEC since 1991. It provides investment management. Its clients include high-net-worth individuals, other clients, and corporations and other businesses. Its regulatory assets under management total $491 million, as filed on 2 March 2026.

Redstone Advisors charges 0.30%–0.50% a year for its Investment management fee.

Regulatory AUM: $491M
Clients: 109
Advisory staff: 5
Fee schedule: 0.30% to 0.50% a year
Custodians: Charles Schwab
Headquarters: 8100 E 22nd St N, BLDG 800 Ste 101, Wichita, KS 67226-2308
Phone: 316-687-2143

No. 5 · RIA

AGH Wealth Advisors

AGH Wealth Advisors is an investment adviser based in Wichita, KS, registered with the SEC since 2008. 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 $456 million, as filed on 2 March 2026.

AGH Wealth Advisors charges up to 2.00% a year for its AGH Wealth Wrap Fee Program.

Regulatory AUM: $456M
Clients: 489
Advisory staff: 6
Fee schedule: Up to 2.00% a year
Minimum account: $5,000
Custodians: LPL Financial, American Trust Custody Services
Headquarters: 301 N. Main Street, Suite 1700, Wichita, KS 67202
Phone: 316-267-3220
Website: aghwealth.com

No. 6 · RIA

Market Investment Group

Market Investment Group is an investment adviser based in Wichita, KS, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $416 million, as filed on 22 September 2026.

Regulatory AUM: $416M
Clients: 1,814
Advisory staff: 19
Custodians: Charles Schwab, Lincoln Financial Investment Services
Headquarters: 110 East Waterman Street, Suite 150, Wichita, KS 67202
Phone: 316-252-8707
Website: retirementhelp.com

No. 7 · RIA

Gentry Private Wealth

Gentry Private Wealth is an investment adviser based in Wichita, KS, registered with the SEC since 2022. 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 $308 million, as filed on 30 April 2026.

Gentry Private Wealth charges 0.35%–1.75% a year for its Investment Management Services.

Regulatory AUM: $308M
Clients: 257
Advisory staff: 4
Fee schedule: 0.35% to 1.75% a year
Custodians: Charles Schwab, Nationwide Securities
Headquarters: 8415 E. 21st Street, North, Suite 150, Wichita, KS 67206
Phone: 316-613-7570
Website: gentry-wealth.com

No. 8 · RIA

Douglass Investment Group

Douglass Investment Group is an investment adviser based in Wichita, KS, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $174 million, as filed on 10 March 2026.

Douglass Investment Group charges 1.00% a year for its Asset Management.

Regulatory AUM: $174M
Clients: 142
Advisory staff: 2
Fee schedule: 1.00% to 1.00% a year
Minimum account: $500,000
Custodians: Raymond James
Headquarters: 9412 East Central Avenue, Wichita, KS 67206
Phone: 316-854-8495
Website: douglassgroup.net

Questions about financial advisors in Wichita

How many financial advisor firms are headquartered in Wichita?

8 SEC-registered financial advisor firms report their principal office in Wichita, KS, managing $4.78B in regulatory assets between them.

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

What is the largest financial advisor firm in Wichita?

AdamsBrown Wealth Consultants, with $1.12B in regulatory assets under management on its latest Form ADV. The next largest are Wealth Alliance Advisory Group ($979M) and Pinion Investment Advisors ($837M).

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

How large is a typical financial advisor firm in Wichita?

The median firm manages $473M in regulatory assets. That is the midpoint of the 8 firms headquartered in Wichita.

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

How much do financial advisors in Wichita charge?

Of the 8 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.50% to 2.25% 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 Wichita?

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

Wichita has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Wichita

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