Company lists · Data refreshed September 2026

Top 20 Esop advisors based in Overland Park, United States

RevenueBase identified 35 esop advisors headquartered in Overland Park, United States as of September 2026 and tracks 335 professional contacts across them, including 209 with verified work emails. New York is the largest hub.

This list covers esop advisors 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 19, 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 19, 2026 86% judged on-target in blind review
35Companies
335Contacts tracked
209Verified emails
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The 20 largest esop advisors based in Overland Park, United States

Ranked by team size
Top 20 of 35 esop advisors based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to esop advisors: 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
1Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202651-20054 contacts →

Partial evidence

“Creative Planning Retirement Services' provides investment advisory services and manages fiduciary responsibilities for retirement plan sponsors.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5038 contacts →

Partial evidence

“KWMG, LLC’s dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5038 contacts →

Partial evidence

“DeMarche is an independent investment consulting firm providing a wide range of Advisory and Discretionary services to institutional investors.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5030 contacts →

Partial evidence

“Apex Business Advisors offers a complete business sales, merger, and acquisition service.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202651-20026 contacts →

Indirect evidence

“Prime Capital Retirement utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5023 contacts →

Partial evidence

“Run One Practice, Not Three Compliance Regimes Most advisors piece their practice together, a broker-dealer for securities, a separate RIA for advisory fees, an outside IMO for…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“Retirement Solutions Group, in concert with RSG Investments, is a full-service comprehensive Financial and Retirement Planning Firm located in Overland Park, KS.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5012 contacts →

Partial evidence

“Seeing Wealth Clearly At nVision Wealth, the large scale “business” of mass production is replaced by a personal relationship between advisor and client.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“At Freestate, we know each client has unique objectives.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients' assets.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“We provide clients with the tools and guidance to navigate their financial roadmap.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“OUR FOCUS IS ON YOU.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-504 contacts →

Indirect evidence

“GoalPath Solutions is an independent RIA and serves over $1.5B in retirement plan assets.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial 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 19, 2026
15Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At Employee Benefit Partners, our agents specialize in finding you the most suitable options and providing support throughout the whole process.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-503 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Seasoned M&A advisory firm focused on maximizing value for clients.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202651-2001 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Hi.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 20 of 35 esop advisors based in Overland Park, United States

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Esop advisors based in Overland Park, United States at a glance

As of Sep 19, 2026
62.4%Verified-email coverage
9.6Average contacts per company
1-10Median size (employees)
1182.9%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
10
51-200
6
1,001-5,000
1

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 35 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 209 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 19, 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.

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 esop advisors, 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 esop advisors are there based in Overland Park, United States?

RevenueBase identified 35 esop advisors 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 Retirement Services, headquartered in Overland Park, tops this list with the largest team on record.

Which city has the most esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 209 verified decision-maker contacts tracked across these 35 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 19, 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.