Company lists · Data refreshed September 2026
Top 25 Asset consultants based in Overland Park, United States
RevenueBase identified 39 company matches for asset consultants associated with Overland Park, United States as of September 2026 and tracks 2,494 professional contacts across them, including 1,251 with verified work emails. Across the United States, New York is the largest hub for this category (319 companies); Overland Park has 39.
This list covers company matches for asset consultants 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.
The 25 largest asset consultants based in Overland Park, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 38 contacts → | ||||
Exact match “DeMarche is an independent investment consulting firm providing a wide range of Advisory and Discretionary services to institutional investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 22 contacts → | ||||
Exact match “Keller, Craig & Associates is a full-service real estate appraising and consulting firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Commercial Real Estate Appraisal and Valuation Valbridge Property Advisors | Kansas City is a full-service commercial real estate valuation and consulting firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 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 | |||||
| 11 | 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 | |||||
| 12 | 6 contacts → | ||||
Exact match “We provide clients with the tools and guidance to navigate their financial roadmap.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “OUR FOCUS IS ON YOU.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “At MN Wealth Advisors, we take the time to understand each client's unique situation and develop a customized plan that takes into account both short-term and long-term objectives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Investment and Wealth Management Firm Member SIPC About the advisors at COBLE MCCUNE WEALTH MANAGEMENT-Specializing in leading clients' strategic planning to work towards asset…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Planning for Your Future Doesn't Have to Feel Overwhelming or Out of Reach From long-term investment management to one-time guidance around a specific financial goal, Allos offers…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “At Trimble Wealth Advisors we believe true wealth is more than just money.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Cordry Appraisal Services, Inc, is a full service real estate appraisal firm founded by Reg Cordry in 1984.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “ROADMAP WEALTH MANAGEMENT, LLC is a company based out of 9915 BROADMOOR ST, Overland Park, Kansas, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Hi.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Provides Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Real Home Advising offers a full suite of real estate consulting services to assist with any residential real estate needs.” 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 consultants”. 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 39 asset consultants based in Overland Park, United States
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Asset consultants based in Overland Park, United States at a glance
As of Sep 21, 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 39 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 consultants” 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 1,251 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 consultants by metro in the United States
- Asset consultants in New York319
- Asset consultants in Chicago120
- Asset consultants in Atlanta113
- Asset consultants in Dallas101
- Asset consultants in Houston91
- Asset consultants in Miami89
- Asset consultants in Los Angeles75
- Asset consultants in San Diego70
- Asset consultants in Boston67
- Asset consultants in Austin66
- Asset consultants in Denver64
- Asset consultants in San Francisco62
- Asset consultants in Portland52
- Asset consultants in Charlotte51
- Asset consultants in Scottsdale48
- Asset consultants in Tampa45
- Asset consultants in Newport Beach44
- Asset consultants in Minneapolis42
- Asset consultants in Indianapolis41
- Asset consultants in Columbus39
- Asset consultants in Seattle39
- Asset consultants in Washington38
- Asset consultants in Orlando36
- Asset consultants in Cincinnati34
- Asset consultants in Irvine33
- Asset consultants in Las Vegas32
- Asset consultants in Boca Raton31
- Asset consultants in Pittsburgh30
- Asset consultants in Rochester30
- Asset consultants in Phoenix28
- Asset consultants in Raleigh28
- Asset consultants in Fort Lauderdale27
- Asset consultants in Greenville27
- Asset consultants in Omaha27
- Asset consultants in Richmond27
- Asset consultants in Birmingham26
- Asset consultants in Greenwood Village25
- Asset consultants in Nashville25
- Asset consultants in Sarasota25
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset consultants are there based in Overland Park, United States?
RevenueBase identified 39 company matches for asset consultants 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?
Mariner 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 consultants?
New York leads the United States with 319 company records, followed by Chicago (120) and Atlanta (113). Overland Park has 39.
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 1,251 professional contacts with verified work emails tracked across these 39 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.
Ready to reach these companies? Verified emails and direct dials for all 39 asset consultants based in Overland Park, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Asset consultants based in Porto Alegre, Brazil
- Asset consultants based in Rio De Janeiro, Brazil
- Asset consultants based in Sao Paulo, Brazil
- Asset consultants based in Montreal, Canada
- Asset consultants based in Toronto, Canada
- Asset consultants based in Vancouver, Canada
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.
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Company intelligence · public preview
Top 25 asset consultants based in Overland Park, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 39 matching company records for asset consultants based in Overland Park, United States, with 2,494 tracked contacts and 1,251 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset consultants based in Overland Park, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 345 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Prosperity Advisorsprosperityadvisors.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 52 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Demarchedemarche.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 38 contacts → |
“DeMarche is an independent investment consulting firm providing a wide range of Advisory and Discretionary services to institutional investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Keller, Craig & Associateskellercraig.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 22 contacts → |
“Keller, Craig & Associates is a full-service real estate appraising and consulting firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Valbridge Property Advisors Kansas Cityvalbridgekansascity.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 20 contacts → |
“Commercial Real Estate Appraisal and Valuation Valbridge Property Advisors | Kansas City is a full-service commercial real estate valuation and consulting firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Caliber Wealth Managementraymondjames.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 20 contacts → |
“We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bcwm, LLCbcwm.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 17 contacts → |
“BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Prime Capital Investment Advisorspciawealth.com HQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 13 contacts → |
“Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Paragon Capital Management, LLCparagoncap.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 12 contacts → |
“Paragon Capital Management is an RIA that offers individualized investment management utilizing individual stocks, bonds, structured products and alternative investments, as well…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Freestate Advisors LLCfreestateadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 11 contacts → |
“At Freestate, we know each client has unique objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Insight Financial Services IFSifsadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 6 contacts → |
“We provide clients with the tools and guidance to navigate their financial roadmap.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Personal Financial Grouppersonalfinancialgroup.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 5 contacts → |
“OUR FOCUS IS ON YOU.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  MN Wealth Advisorsmnwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“At MN Wealth Advisors, we take the time to understand each client's unique situation and develop a customized plan that takes into account both short-term and long-term objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Providence Financial Advisors, LLCpfa-llc.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Coble Mccune Wealthplan Partners, INCcmwealthkc.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“Investment and Wealth Management Firm Member SIPC About the advisors at COBLE MCCUNE WEALTH MANAGEMENT-Specializing in leading clients' strategic planning to work towards asset…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Allos Investment Advisors , LLCallosadvisors.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 3 contacts → |
“Planning for Your Future Doesn't Have to Feel Overwhelming or Out of Reach From long-term investment management to one-time guidance around a specific financial goal, Allos offers…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Trimble Wealth Advisorstrimblewealth.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 3 contacts → |
“At Trimble Wealth Advisors we believe true wealth is more than just money.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | BLW Wealth Managementblwinvestments.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 2 contacts → |
“At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cordry Appraisal Services, INCcordry.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 2 contacts → |
“Cordry Appraisal Services, Inc, is a full service real estate appraisal firm founded by Reg Cordry in 1984.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Infinitas, LLCinfinitaskc.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Roadmap Wealth Management, LLCroadmapwealth.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 1 contacts → |
“ROADMAP WEALTH MANAGEMENT, LLC is a company based out of 9915 BROADMOOR ST, Overland Park, Kansas, United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Camino Advisory Groupcaminoconsultingllc.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 1 contacts → |
“Hi.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Adaptive Advisoryadaptiveadvisory.com HQ: Overland Park, United StatesReported employees: 1-10 | Overland Park, United States | 1-10 | Exact match | 1 contacts → |
“Provides Investment Management and Financial Planning.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Real Home Advisingrealhomeadvising.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 1 contacts → |
“Real Home Advising offers a full suite of real estate consulting services to assist with any residential real estate needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 39 company matches
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Asset consultants: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
39 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 39 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset consultants by metro in the United States
- Asset consultants in New York319
- Asset consultants in Chicago120
- Asset consultants in Atlanta113
- Asset consultants in Dallas101
- Asset consultants in Houston91
- Asset consultants in Miami89
- Asset consultants in Los Angeles75
- Asset consultants in San Diego70
- Asset consultants in Boston67
- Asset consultants in Austin66
- Asset consultants in Denver64
- Asset consultants in San Francisco62
- Asset consultants in Portland52
- Asset consultants in Charlotte51
- Asset consultants in Scottsdale48
- Asset consultants in Tampa45
- Asset consultants in Newport Beach44
- Asset consultants in Minneapolis42
- Asset consultants in Indianapolis41
- Asset consultants in Columbus39
- Asset consultants in Seattle39
- Asset consultants in Washington38
- Asset consultants in Orlando36
- Asset consultants in Cincinnati34
- Asset consultants in Irvine33
- Asset consultants in Las Vegas32
- Asset consultants in Boca Raton31
- Asset consultants in Pittsburgh30
- Asset consultants in Rochester30
- Asset consultants in Phoenix28
- Asset consultants in Raleigh28
- Asset consultants in Fort Lauderdale27
- Asset consultants in Greenville27
- Asset consultants in Omaha27
- Asset consultants in Richmond27
- Asset consultants in Birmingham26
- Asset consultants in Greenwood Village25
- Asset consultants in Nashville25
- Asset consultants in Sarasota25
Questions about this company list
What does Exact match mean for asset consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset consultants did RevenueBase find based in Overland Park, United States?
The saved snapshot records 39 matching company records, 2,494 tracked contacts and 1,251 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset consultants by geography
- Asset consultants based in Adelaide, Australia
- Asset consultants based in Brisbane, Australia
- Asset consultants based in Melbourne, Australia
- Asset consultants based in Sydney, Australia
- Asset consultants based in Belo Horizonte, Brazil
- Asset consultants based in Curitiba, Brazil
- Asset consultants based in Porto Alegre, Brazil
- Asset consultants based in Rio De Janeiro, Brazil
- Asset consultants based in Sao Paulo, Brazil
- Asset consultants based in Montreal, Canada
- Asset consultants based in Toronto, Canada
- Asset consultants based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 asset consultants based in Overland Park, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consultants/united-states/overland-park.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 asset consultants based in Overland Park, United States
RevenueBase records 39 matching company records for asset consultants based in Overland Park, United States, with 2,494 tracked contacts and 1,251 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset consultants based in Overland Park, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Prime Capital Financialprimefinancial.com HQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 345 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Prosperity Advisorsprosperityadvisors.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 52 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Demarchedemarche.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 38 contacts → |
“DeMarche is an independent investment consulting firm providing a wide range of Advisory and Discretionary services to institutional investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Keller, Craig & Associateskellercraig.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 22 contacts → |
“Keller, Craig & Associates is a full-service real estate appraising and consulting firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Valbridge Property Advisors Kansas Cityvalbridgekansascity.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 20 contacts → |
“Commercial Real Estate Appraisal and Valuation Valbridge Property Advisors | Kansas City is a full-service commercial real estate valuation and consulting firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Caliber Wealth Managementraymondjames.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 20 contacts → |
“We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bcwm, LLCbcwm.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 17 contacts → |
“BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Prime Capital Investment Advisorspciawealth.com HQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 13 contacts → |
“Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Paragon Capital Management, LLCparagoncap.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 12 contacts → |
“Paragon Capital Management is an RIA that offers individualized investment management utilizing individual stocks, bonds, structured products and alternative investments, as well…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Freestate Advisors LLCfreestateadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 11 contacts → |
“At Freestate, we know each client has unique objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Insight Financial Services IFSifsadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 6 contacts → |
“We provide clients with the tools and guidance to navigate their financial roadmap.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Personal Financial Grouppersonalfinancialgroup.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 5 contacts → |
“OUR FOCUS IS ON YOU.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | MN Wealth Advisorsmnwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“At MN Wealth Advisors, we take the time to understand each client's unique situation and develop a customized plan that takes into account both short-term and long-term objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Providence Financial Advisors, LLCpfa-llc.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Coble Mccune Wealthplan Partners, INCcmwealthkc.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“Investment and Wealth Management Firm Member SIPC About the advisors at COBLE MCCUNE WEALTH MANAGEMENT-Specializing in leading clients' strategic planning to work towards asset…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Allos Investment Advisors , LLCallosadvisors.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 3 contacts → |
“Planning for Your Future Doesn't Have to Feel Overwhelming or Out of Reach From long-term investment management to one-time guidance around a specific financial goal, Allos offers…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Trimble Wealth Advisorstrimblewealth.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 3 contacts → |
“At Trimble Wealth Advisors we believe true wealth is more than just money.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | BLW Wealth Managementblwinvestments.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 2 contacts → |
“At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cordry Appraisal Services, INCcordry.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 2 contacts → |
“Cordry Appraisal Services, Inc, is a full service real estate appraisal firm founded by Reg Cordry in 1984.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Infinitas, LLCinfinitaskc.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Roadmap Wealth Management, LLCroadmapwealth.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 1 contacts → |
“ROADMAP WEALTH MANAGEMENT, LLC is a company based out of 9915 BROADMOOR ST, Overland Park, Kansas, United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Camino Advisory Groupcaminoconsultingllc.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 1 contacts → |
“Hi.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Adaptive Advisoryadaptiveadvisory.com HQ: Overland Park, United StatesReported employees: 1-10 | Overland Park, United States | 1-10 | Exact match | 1 contacts → |
“Provides Investment Management and Financial Planning.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Real Home Advisingrealhomeadvising.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 1 contacts → |
“Real Home Advising offers a full suite of real estate consulting services to assist with any residential real estate needs.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 39 company matches
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Asset consultants: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
39 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 39 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset consultants by metro in the United States
- Asset consultants in New York319
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- Asset consultants in Pittsburgh30
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- Asset consultants in Phoenix28
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- Asset consultants in Greenwood Village25
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Questions about this company list
What does Exact match mean for asset consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset consultants did RevenueBase find based in Overland Park, United States?
The saved snapshot records 39 matching company records, 2,494 tracked contacts and 1,251 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 asset consultants based in Overland Park, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consultants/united-states/overland-park.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset consultants based in Adelaide, Australia
- Asset consultants based in Brisbane, Australia
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