Company lists · Data refreshed September 2026

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

RevenueBase identified 36 asset management consulting firms headquartered in Kansas City, United States as of September 2026 and tracks 696 professional contacts across them, including 278 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Kansas City, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
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 asset management consulting firms based in Kansas City, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 2026201-500517 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-1020 contacts →

Partial evidence

“BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceKansas City, MO, United StatesHQ checked Sep 14, 202611-5018 contacts →

Partial evidence

“At Buttonwood Financial Group we focus on comprehensive Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
5Strong evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-1010 contacts →

Strong evidence

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.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-1010 contacts →

Partial evidence

“Investments | Insurance | Planning | Consulting HDQ Wealth is a holistic financial services firm.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceKansas City, MO, United StatesHQ checked Sep 14, 202611-509 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Based locally in Kansas City, we are independent financial planners and wealth advisor - our focus is solely on the client as fiduciaries.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence.”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
17Strong evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-103 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Delta Wealth Solutions LLC is a Registered Investment Advisor in the state of Missouri, co-founded by two partners, Matt Seidel and Carson Sanford.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceKansas City, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceKansas City, MO, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Promillennial Wealth Management prides itself on providing superior service for clients and businesses, as well as three decades of specializing in wealth management.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 23 of 36 asset management consulting firms based in Kansas City, United States

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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)
1477.8%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
5
201-500
1

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

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

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Kansas City, United States whose own description of what they do matches “asset management consulting firms”. 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 asset management consulting firms), 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 asset management consulting firms, and records with no verified work email. Companies headquartered outside Kansas City are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 278 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 14, 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.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, 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 asset management consulting firms are there based in Kansas City, United States?

RevenueBase identified 36 asset management consulting firms headquartered in Kansas City, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

1898 & CO, headquartered in Kansas City, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

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 278 verified decision-maker contacts tracked across these 36 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 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 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.