Kansas · 112 advisers
Financial Advisors in Overland Park, Kansas
Looking for a financial advisor in Overland Park, Kansas? Falists indexes 112 SEC-registered and state-registered investment advisers in Overland Park — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 103 firms list a website you can visit directly. Firms in this directory manage up to $295.57B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
112
With website
103
Largest AUM
$295.57B
Financial planning
82
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Overland Park
Ranked by AUM · Fees, team & specialties at a glance
CREATIVE PLANNING
Overland Park, KS
AUM
$295.57B
Team
1538 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(866) 909-5148
ONEDIGITAL
Overland Park, KS
AUM
$155.41B
Team
367 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
877-742-2021
MARINER
Overland Park, KS
AUM
$125.41B
Team
933 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-904-5700
PRIME CAPITAL FINANCIAL
Overland Park, KS
AUM
$39.14B
Team
261 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
(800) 493-6226
MARINER ADVISOR NETWORK
Overland Park, KS
AUM
$9.57B
Team
150 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
650-571-1934
TORTOISE CAPITAL ADVISORS, L.L.C.
Overland Park, KS
AUM
$8.93B
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(913) 981-1020
MARINER INDEPENDENT
Overland Park, KS
AUM
$7.34B
Team
106 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-904-5700
CREATIVEONE WEALTH, LLC
Overland Park, KS
AUM
$6.25B
Team
203 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
913-402-7897
TWO WEST CAPITAL ADVISORS LLC
Overland Park, KS
AUM
$3.89B
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
913-825-1722
CREATIVEONE SECURITIES, LLC
Overland Park, KS
AUM
$2.54B
Team
123 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
913-814-6097
CALIBER WEALTH MANAGEMENT, LLC
Overland Park, KS
AUM
$1.76B
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
913-303-3920
TRIUNE FINANCIAL PARTNERS, LLC
Overland Park, KS
AUM
$1.52B
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-825-6100
SUNESIS ADVISORS, LLC
Overland Park, KS
AUM
$1.48B
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
913-815-4460
FCI ADVISORS
Overland Park, KS
AUM
$1.47B
Team
6 advisors
Clients
—
Fees
Percentage of AUM
913-663-0680
LEXAURUM ADVISORS
Overland Park, KS
AUM
$1.27B
Team
31 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
913-261-9316
KEEN WEALTH ADVISORS
Overland Park, KS
AUM
$1.23B
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(913) 624-1841
DEAN CAPITAL MANAGEMENT
Overland Park, KS
AUM
$1.15B
Team
5 advisors
Clients
0
Fees
Percentage of AUM
913-944-4444
FINANCIAL PARTNERS GROUP, INC.
Overland Park, KS
AUM
$1.15B
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
913-826-6982
WATERFRONT WEALTH INC.
Overland Park, KS
AUM
$1.14B
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-951-5800
STEPP & ROTHWELL INC
Overland Park, KS
AUM
$1.06B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
913-345-4800
LEGACY FINANCIAL STRATEGIES, LLC
Overland Park, KS
AUM
$952.0M
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-403-0600
PCG WEALTH MANAGEMENT
Overland Park, KS
AUM
$931.1M
Team
24 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(913) 323-3112
GREENUP STREET WEALTH MANAGEMENT LLC
Overland Park, KS
AUM
$900.4M
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
734-656-8121
TFB ADVISORS, LLC
Overland Park, KS
AUM
$840.2M
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
913-648-5526
More cities in Kansas
Common questions
- How many financial advisors are in Overland Park, Kansas?
- 112 registered investment advisers are listed in our Overland Park directory, sourced from public SEC filings.
- What types of advisors are in Overland Park?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Overland Park?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.