Company lists · Data refreshed September 2026

Top 23 Asset management consulting firms based in Kansas City, United States

Name: Asset management consulting firms based in Kansas City, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 36 companies tracked

RevenueBase identified 36 company matches for asset management consulting firms associated with Kansas City, United States as of September 2026 and tracks 696 professional contacts across them, including 278 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Kansas City has 36.

This list covers company matches for asset management consulting firms associated with Kansas City, 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 14, 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 14, 2026 How this list was built

36Companies

696Contacts tracked

278Verified emails

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The 23 largest asset management consulting firms based in Kansas City, United States

Ranked by team size

Top 23 of 36 company matches for asset management consulting firms based in Kansas City, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 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	1898 & CO	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	201-500	517 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	BMG Advisors Plan Your Story	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	20 contacts →
	Exact match “BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Buttonwood Financial Group, LLC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	11-50	18 contacts →
	Exact match “At Buttonwood Financial Group we focus on comprehensive Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Williams Financial Group	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	11 contacts →
	Exact match “We help create informed financial strategies that give you confidence as you pursue your goals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Mader & Shannon Wealth Management	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	10 contacts →
	Exact match “ASSET MANAGEMENT MSWM is committed to meeting client objectives of achieving yield and growth with as little risk as possible while minimizing transaction costs and taxes.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	HDQ Wealth	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	10 contacts →
	Exact match “Investments \| Insurance \| Planning \| Consulting HDQ Wealth is a holistic financial services firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Brownlie & Braden Advisors	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	11-50	9 contacts →
	Exact match “NEW YORK – December 20, 2024 – Focus Financial Partners Inc, a leading partnership of wealth management, business management, and related financial services firms, today announced…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Sarver Vrooman Wealth Advisors	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “At Sarver Vrooman Wealth Advisors (SVWA), we focus on helping clients, primarily engineers, corporate executives, institutions, and entrepreneurs with retirement planning and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Financial Avenues, LLC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “Financial Avenues, LLC is a Kansas City, MO firm that steers clients toward smarter financial decisions by offering simple directions to get them where they want to be.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Wealth KC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Based locally in Kansas City, we are independent financial planners and wealth advisor - our focus is solely on the client as fiduciaries.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Craft & Sage Wealth	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	11-50	5 contacts →
	Exact match “At Craft & Sage Wealth, our commitment to you goes beyond providing financial services and advice.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Heritage First	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Divvi Wealth Management	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Divvi Wealth Management offers more than investment advice-it delivers a personalized, strategic partnership built for long-term success.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Nicholson Meyer Capital Management, INC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Financial Longevity Advisory, LLC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Michael Quarles and Heather Herring offer investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Owens Financial Group	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Realko Asset Management	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “RealKo was founded in 2020 to provide asset management services for family owned commercial real estate portfolios, ensuring that assets are protected and enhanced to preserve…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Delta Wealth Solutions, LLC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Delta Wealth Solutions LLC is a Registered Investment Advisor in the state of Missouri, co-founded by two partners, Matt Seidel and Carson Sanford.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Integrated Financial Solutions Of Kansas City	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “We like to think of ourselves as more than your financial advisor.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
20	Kansas City Private Wealth Management	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
21	Atomic Planning	Exact match	Kansas City, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Atomic Planning was created to help people over age 50 afford their retirement lifestyle.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
22	Hill-Top Financial Planning, LLC	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Hill-Top is a fee-only financial planning firm based in Kansas City, MO that specializes in working with individuals in their 20s, 30s, & 40s.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
23	Promillennial	Exact match	Kansas City, MO, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Promillennial Wealth Management prides itself on providing superior service for clients and businesses, as well as three decades of specializing in wealth management.” Recorded in the RevenueBase company graph · Sep 14, 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 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 23 of 36 asset management consulting firms based in Kansas City, United States

See the full list, filter by size, metro and specialty, and access 278 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Kansas City, United States at a glance

As of Sep 14, 2026

39.9%Verified-email coverage

19.3Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

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 36 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 Kansas City, United States whose business descriptions match “asset 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 278 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 14, 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 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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Kansas City, United States?

RevenueBase identified 36 company matches for asset management consulting firms associated with Kansas City, 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?

1898 & CO 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 management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Kansas City has 36.

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 278 professional contacts with verified work emails tracked across these 36 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 14, 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.