Company lists · Data refreshed September 2026

Top 12 401k plan advisors based in Kansas City, United States

RevenueBase identified 26 401k plan advisors headquartered in Kansas City, United States as of September 2026 and tracks 106 professional contacts across them, including 41 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Kansas City, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
26Companies
106Contacts tracked
41Verified emails
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The 12 largest 401k plan advisors based in Kansas City, United States

Ranked by team size
Top 12 of 26 401k plan advisors based in Kansas City, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceKansas City, MO, United StatesHQ checked Sep 19, 202611-5014 contacts →

Strong evidence

“Two West Advisors helps you solve your retirement plan, endowment or wealth management challenges.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceKansas City, MO, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“We help create informed financial strategies that give you confidence as you pursue your goals.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceKansas City, MO, United StatesHQ checked Sep 19, 202611-509 contacts →

Indirect evidence

“NEW YORK – December 20, 2024 – Focus Financial Partners Inc, a leading partnership of wealth management, business management, and related financial services firms, today announced…”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceKansas City, MO, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“At Sarver Vrooman Wealth Advisors (SVWA), we focus on helping clients, primarily engineers, corporate executives, institutions, and entrepreneurs with retirement planning and…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceKansas City, MO, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“At Craft & Sage Wealth, our commitment to you goes beyond providing financial services and advice.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceKansas City, MO, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Divvi Wealth Management offers more than investment advice-it delivers a personalized, strategic partnership built for long-term success.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceKansas City, MO, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceKansas City, MO, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Michael Quarles and Heather Herring offer investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceKansas City, MO, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“We help clients move towards greater clarity, confidence & freedom in retirement through our proprietary Retire REGAL® process: a structured framework designed not to predict the…”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceKansas City, MO, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“We like to think of ourselves as more than your financial advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceKansas City, MO, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceKansas City, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Atomic Planning was created to help people over age 50 afford their retirement lifestyle.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 12 of 26 401k plan advisors based in Kansas City, United States

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401k plan advisors based in Kansas City, United States at a glance

As of Sep 19, 2026
38.7%Verified-email coverage
4.1Average contacts per company
1-10Median size (employees)
484.6%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
4

Email recency for this list is measured across the whole United States list rather than for Kansas City, so it is reported there. Company counts and contact totals on this page are exact for Kansas City, over 26 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Kansas City, United States whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Kansas City are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 41 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in Kansas City, United States?

RevenueBase identified 26 401k plan advisors headquartered in Kansas City, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

TWO West Advisors, headquartered in Kansas City, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 41 verified decision-maker contacts tracked across these 26 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.