Company lists · Data refreshed September 2026

Top 25 Athlete wealth management firms based in Overland Park, United States

Name: Athlete wealth management 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 30, 2026 36 companies tracked

RevenueBase identified 36 athlete wealth management firms headquartered in Overland Park, United States as of September 2026 and tracks 2,449 professional contacts across them, including 1,786 with verified work emails. Across the United States, New York is the largest hub for this category (162 companies); Overland Park has 36.

This list covers athlete wealth management firms headquartered in Overland Park, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 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 30, 2026 86% judged on-target in blind review

36Companies

2,449Contacts tracked

1,786Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest athlete wealth management firms based in Overland Park, United States

Ranked by team size

Top 25 of 36 athlete wealth management firms based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to athlete wealth management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,885 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
2	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 30, 2026
3	TAX Favored Benefits, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	11-50	33 contacts →
	Indirect evidence “At Tax Favored Benefits (TFB), we serve as a partner in helping individuals, families and business owners achieve financial success.” Source: RevenueBase Database · checked Sep 30, 2026
4	Financial Designs, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Indirect evidence “Financial Designs helps medical professionals build solid financial futures.” Source: RevenueBase Database · checked Sep 30, 2026
5	Prime Capital Investment Advisors	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	201-500	13 contacts →
	Indirect evidence “Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 30, 2026
6	V Wealth	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	11-50	12 contacts →
	Strong evidence “V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service.” Source: RevenueBase Database · checked Sep 30, 2026
7	ONE Advisory Partners	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	12 contacts →
	Partial evidence “ONE Advisory Partners provides wealth strategies for successful, busy professionals who want to achieve financial independence so they can work on their own terms.” Source: RevenueBase Database · checked Sep 30, 2026
8	Ascend Wealth Management	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	12 contacts →
	Strong evidence “Ascend Wealth Management believes in an ongoing, integrated financial planning experience that is able to deliver value multi-generationally.” Source: RevenueBase Database · checked Sep 30, 2026
9	Financial Partners Group, Inc. Wealth Management	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Strong evidence “Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.” Source: RevenueBase Database · checked Sep 30, 2026
10	Infinity Wealth Partners	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Partial evidence “Infinity Wealth Partners is a financial services firm dedicated to simplifying and optimizing your financial journey.” Source: RevenueBase Database · checked Sep 30, 2026
11	Aspire Wealth Management	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	10 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
12	Insight Financial Services IFS	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “We provide clients with the tools and guidance to navigate their financial roadmap.” Source: RevenueBase Database · checked Sep 30, 2026
13	Security Investment Center	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	11-50	5 contacts →
	Strong evidence “Our company focuses on access to full-service wealth management and specialized financial planning.” Source: RevenueBase Database · checked Sep 30, 2026
14	Wilborn Advisors	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Strong evidence “Wilborn Advisors is a performance driven wealth management firm with a focus on investment management and financial planning.” Source: RevenueBase Database · checked Sep 30, 2026
15	Intellicents Personal CFO	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	51-200	5 contacts →
	Indirect evidence “Still all your “True” teammates and the advice you’re used to – but with a new look, elevated services team, and bigger brand (and brain) name.” Source: RevenueBase Database · checked Sep 30, 2026
16	Benchmark Financial Group, LLC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “Benchmark Financial Group is a wealth management firm based in the Kansas City metro specializing in retirement planning, investment strategies, investment advisory services, and…” Source: RevenueBase Database · checked Sep 30, 2026
17	MN Wealth Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
18	Inflection Point Wealth Advice	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “At Inflection Point Wealth Advice, our mission is to help financially successful people regain control over their lives and set the stage for lasting success.” Source: RevenueBase Database · checked Sep 30, 2026
19	Coble Mccune Wealthplan Partners, INC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
20	Impact Wealth Planners	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “We recognize wealth is more than money, and money is nothing more than a tool.” Source: RevenueBase Database · checked Sep 30, 2026
21	Trimble Wealth Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “At Trimble Wealth Advisors we believe true wealth is more than just money.” Source: RevenueBase Database · checked Sep 30, 2026
22	Bison Financial Strategies, LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “A goal without a plan is just a wish.” Source: RevenueBase Database · checked Sep 30, 2026
23	BLW Wealth Management	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	11-50	2 contacts →
	Partial evidence “At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Source: RevenueBase Database · checked Sep 30, 2026
24	Artisan Financial Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “Artisan Financial Planning provides Financial Planning, Investment Management, and College & Student Loan Planning for professional musicians and their families.” Source: RevenueBase Database · checked Sep 30, 2026
25	Infinitas, LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	51-200	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: athlete wealth management firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names athlete wealth management firms.
Partial evidence: Its own public description names part of athlete wealth management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name athlete wealth management firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 36 athlete wealth management firms based in Overland Park, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,786 reachable decision-makers.

Free signup · no credit card

View the full list →

Athlete wealth management firms based in Overland Park, United States at a glance

As of Sep 30, 2026

72.9%Verified-email coverage

68.0Average contacts per company

1-10Median size (employees)

Sep 30, 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 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 athlete wealth management 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 Overland Park, United States whose own description of what they do matches “athlete wealth management 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 athlete wealth management 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 athlete wealth management firms, and records with no verified work email. Companies headquartered outside Overland Park are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,786 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 30, 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.

Athlete wealth management 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 athlete wealth management 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 athlete wealth management firms are there based in Overland Park, United States?

RevenueBase identified 36 athlete wealth management firms headquartered in Overland Park, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Creative Planning, headquartered in Overland Park, tops this list with the largest team on record.

Which city in the United States has the most athlete wealth management firms?

New York leads the United States with 162 headquartered companies, followed by Atlanta (94) and Dallas (92). Overland Park has 36.

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 1,786 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 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 36 athlete wealth management firms based in Overland Park, United States. Start with a free account, no credit card.

Download this list →

Related lists

Athlete wealth management firms by geography

Browse the directory

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.