Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Overland Park, United States

Name: Asset and wealth management consulting firms based in Overland Park, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 82 companies tracked

RevenueBase identified 82 company matches for asset and wealth management consulting firms associated with Overland Park, United States as of September 2026 and tracks 5,299 professional contacts across them, including 3,310 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Overland Park has 82.

This list covers company matches for asset and wealth management consulting firms associated with Overland Park, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

82Companies

5,299Contacts tracked

3,310Verified emails

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The 25 largest asset and wealth management consulting firms based in Overland Park, United States

Ranked by team size

Top 25 of 82 company matches for asset and wealth management consulting firms based in Overland Park, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	51-200	135 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Prosperity Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	51-200	52 contacts →
	Exact match “Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	TAX Favored Benefits, INC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	33 contacts →
	Exact match “At Tax Favored Benefits (TFB), we serve as a partner in helping individuals, families and business owners achieve financial success.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Aspyre Wealth Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	22 contacts →
	Exact match “At Aspyre Wealth Partners, we help executives and families with Making Life Count!® - in career, life and finance.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Greenup Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	22 contacts →
	Exact match “The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Caliber Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	20 contacts →
	Exact match “We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Bcwm, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	17 contacts →
	Exact match “BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Meritage Portfolio Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “Meritage is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Financial Designs, INC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Financial Designs helps medical professionals build solid financial futures.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Retirement Solutions Group	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Retirement Solutions Group, in concert with RSG Investments, is a full-service comprehensive Financial and Retirement Planning Firm located in Overland Park, KS.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Prime Capital Investment Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	201-500	13 contacts →
	Exact match “Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Paragon Capital Management, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1-10	12 contacts →
	Exact match “Paragon Capital Management is an RIA that offers individualized investment management utilizing individual stocks, bonds, structured products and alternative investments, as well…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	V Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	ONE Advisory Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1-10	12 contacts →
	Exact match “ONE Advisory Partners provides wealth strategies for successful, busy professionals who want to achieve financial independence so they can work on their own terms.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Nvision Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Seeing Wealth Clearly At nVision Wealth, the large scale “business” of mass production is replaced by a personal relationship between advisor and client.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Financial Partners Group, Inc. Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Freestate Advisors LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1-10	11 contacts →
	Exact match “At Freestate, we know each client has unique objectives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Rally Wealth And Benefits	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “Rally Wealth and Benefits provides a comprehensive range of financial services that cater to the needs of our clients, regardless of what stage they are at in life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Infinity Wealth Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “Infinity Wealth Partners is a financial services firm dedicated to simplifying and optimizing your financial journey.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Aspire Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Pegasus Capital Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients' assets.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Beyond Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 82 asset and wealth management consulting firms based in Overland Park, United States

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Asset and wealth management consulting firms based in Overland Park, United States at a glance

As of Sep 21, 2026

62.5%Verified-email coverage

64.6Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 82 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Overland Park, United States whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 3,310 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Overland Park, United States?

RevenueBase identified 82 company matches for asset and wealth management consulting firms associated with Overland Park, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Creative Planning tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Overland Park has 82.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,310 professional contacts with verified work emails tracked across these 82 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 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 SmartSearch, 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.