Company lists · Data refreshed September 2026
Top 22 Accounting firm strategic planning consultants based in Overland Park, United States
RevenueBase identified 42 accounting firm strategic planning consultants headquartered in Overland Park, United States as of September 2026 and tracks 915 professional contacts across them, including 544 with verified work emails. Across the United States, New York is the largest hub for this category (689 companies); Overland Park has 42.
This list covers accounting firm strategic planning consultants headquartered in Overland Park, 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 27, 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.
The 22 largest accounting firm strategic planning consultants based in Overland Park, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 539 contacts → | ||||
Partial evidence “As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 147 contacts → | ||||
Partial evidence “MarksNelson, a Springline company, is an accounting and business advisory firm headquartered Overland Park, KS.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 28 contacts → | ||||
Indirect evidence “Ifft & Co.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Indirect evidence “As a nationally recognized firm, TPP has been serving businesses in the Kansas City area since 1981.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 19 contacts → | ||||
Partial evidence “Keller & Owens, LLC is a Certified Public Accounting firm located at 10955 Lowell Avenue, Suite 800, Overland Park, Kansas, United States.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Partial evidence “Our Mission: To create and maintain wealth for our individual and small business clients with creative and innovative planning.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Trident CPA Services is a boutique, remote-first CPA and advisory firm serving dental practice owners nationwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Partial evidence “McAuley & Crandall, PA is a full-service accounting firm serving clients throughout the Overland Park, Kansas area.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “Working with Douglas L.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “JMW & Associates has combined with RubinBrown LLP: Learn more at” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Dedicated to providing exceptional tax, accounting, and consulting services to the often-ignored small/middle-market companies and their owners/executives.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Tax, consulting, and accounting services are provided to small businesses and individuals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “We help business clients with all aspects of accounting including tax, bookkeeping and investments.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “DLA Companies is a firm dedicated to assisting business owners achieve significance through realizing the maximum potential returns on their business.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “If you are looking for a blend of personal service and expertise, you have come to the right place!” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Boan, Connealy & Houlehan LLC is a company based out of 13220 METCALF, Overland Park, Kansas, United States.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “s3 Advisors, LLC is a professional services firm based in Kansas City.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Welcome to MDP Services, where we bring together affordable legal, accounting, management, advisory and other services for businesses like yours.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “XLRight is a management consulting firm focused on business development and operations management excellence.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Partnering with dynamic leaders to change the trajectory of growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “FSB Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Are you a business owner or leader feeling stuck despite your best efforts?” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm strategic planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names accounting firm strategic planning consultants.
- Partial evidence
- Its own public description names part of accounting firm strategic planning consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting firm strategic planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 22 of 42 accounting firm strategic planning consultants based in Overland Park, United States
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Accounting firm strategic planning consultants based in Overland Park, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Overland Park, so it is reported there. Company counts and contact totals on this page are exact for Overland Park, over 42 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 accounting firm strategic planning consultants, 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 Overland Park, United States whose own description of what they do matches “accounting firm strategic planning consultants”. 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 accounting firm strategic planning consultants), 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 accounting firm strategic planning consultants, and records with no verified work email. Companies headquartered outside Overland Park 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, 544 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 27, 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.
Accounting firm strategic planning consultants by metro in the United States
- Accounting firm strategic planning consultants in New York689
- Accounting firm strategic planning consultants in Houston399
- Accounting firm strategic planning consultants in Chicago383
- Accounting firm strategic planning consultants in Atlanta375
- Accounting firm strategic planning consultants in Los Angeles310
- Accounting firm strategic planning consultants in Miami281
- Accounting firm strategic planning consultants in Dallas261
- Accounting firm strategic planning consultants in Austin234
- Accounting firm strategic planning consultants in Denver206
- Accounting firm strategic planning consultants in San Francisco174
- Accounting firm strategic planning consultants in Washington173
- Accounting firm strategic planning consultants in San Diego168
- Accounting firm strategic planning consultants in Boston151
- Accounting firm strategic planning consultants in Tampa147
- Accounting firm strategic planning consultants in Charlotte146
- Accounting firm strategic planning consultants in Phoenix145
- Accounting firm strategic planning consultants in Orlando132
- Accounting firm strategic planning consultants in Portland129
- Accounting firm strategic planning consultants in Philadelphia123
- Accounting firm strategic planning consultants in Indianapolis109
- Accounting firm strategic planning consultants in Las Vegas109
- Accounting firm strategic planning consultants in Seattle109
- Accounting firm strategic planning consultants in Irvine103
- Accounting firm strategic planning consultants in Minneapolis103
- Accounting firm strategic planning consultants in Cincinnati101
- Accounting firm strategic planning consultants in Jacksonville99
- Accounting firm strategic planning consultants in San Antonio99
- Accounting firm strategic planning consultants in Raleigh94
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- Accounting firm strategic planning consultants in Nashville87
- Accounting firm strategic planning consultants in Scottsdale87
- Accounting firm strategic planning consultants in Pittsburgh82
- Accounting firm strategic planning consultants in Fort Lauderdale78
- Accounting firm strategic planning consultants in Boca Raton76
- Accounting firm strategic planning consultants in Richmond75
- Accounting firm strategic planning consultants in Cleveland74
- Accounting firm strategic planning consultants in Greenville73
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- Accounting firm strategic planning consultants in San Jose71
- Accounting firm strategic planning consultants in Louisville69
- Accounting firm strategic planning consultants in Newport Beach68
- Accounting firm strategic planning consultants in Birmingham66
- Accounting firm strategic planning consultants in Fort Worth65
- Accounting firm strategic planning consultants in Baltimore63
- Accounting firm strategic planning consultants in Columbia62
- Accounting firm strategic planning consultants in Wilmington60
- Accounting firm strategic planning consultants in Rochester58
- Accounting firm strategic planning consultants in Sacramento58
- Accounting firm strategic planning consultants in Kansas City57
- Accounting firm strategic planning consultants in Plano56
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- Accounting firm strategic planning consultants in Madison55
- Accounting firm strategic planning consultants in Omaha55
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- Accounting firm strategic planning consultants in Coral Gables47
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- Accounting firm strategic planning consultants in Alexandria46
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- Accounting firm strategic planning consultants in West Palm Beach45
- Accounting firm strategic planning consultants in Boulder43
- Accounting firm strategic planning consultants in Knoxville43
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- Accounting firm strategic planning consultants in Detroit42
- Accounting firm strategic planning consultants in Fresno42
- Accounting firm strategic planning consultants in Charleston41
- Accounting firm strategic planning consultants in Frisco40
- Accounting firm strategic planning consultants in Reno40
- Accounting firm strategic planning consultants in Baton Rouge39
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- Accounting firm strategic planning consultants in Albuquerque34
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- Accounting firm strategic planning consultants in Brooklyn34
- Accounting firm strategic planning consultants in Fayetteville33
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- Accounting firm strategic planning consultants in Melville30
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- Accounting firm strategic planning consultants in Plymouth30
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- Accounting firm strategic planning consultants in Buffalo27
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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 accounting firm strategic planning consultants, 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 accounting firm strategic planning consultants are there based in Overland Park, United States?
RevenueBase identified 42 accounting firm strategic planning consultants headquartered in Overland Park, 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?
Creative Planning Business Services, headquartered in Overland Park, tops this list with the largest team on record.
Which city in the United States has the most accounting firm strategic planning consultants?
New York leads the United States with 689 headquartered companies, followed by Houston (399) and Chicago (383). Overland Park has 42.
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 544 verified decision-maker contacts tracked across these 42 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 27, 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.
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