Company lists · Data refreshed September 2026

Top 25 Family offices based in Overland Park, United States

Name: Family offices 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 19, 2026 61 companies tracked

RevenueBase identified 61 company matches for family offices associated with Overland Park, United States as of September 2026 and tracks 4,653 professional contacts across them, including 2,945 with verified work emails. Across the United States, New York is the largest hub for this category (743 companies); Overland Park has 61.

This list covers company matches for family offices 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 19, 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 19, 2026 How this list was built

61Companies

4,653Contacts tracked

2,945Verified emails

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The 25 largest family offices based in Overland Park, United States

Ranked by team size

Top 25 of 61 company matches for family offices based in Overland Park, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,885 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	201-500	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 19, 2026 · View company records in RevenueBase
4	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	51-200	135 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Kompass Kapital Management, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	37 contacts →
	Exact match “Kompass Kapital Management, LLC is an investment banking company based out of Overland Park, Kansas, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	TAX Favored Benefits, INC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	33 contacts →
	Exact match “At Tax Favored Benefits (TFB), we serve as a partner in helping individuals, families and business owners achieve financial success.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Stepp & Rothwell, INC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	26 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Peak Enterprises	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	51-200	24 contacts →
	Exact match “Since 2012, Peak Enterprises (and its predecessor Mission Peak Capital, collectively “Peak”) has invested in factory built housing communities across the United States…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Aspyre Wealth Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	22 contacts →
	Exact match “At Aspyre Wealth Partners, we help executives and families with Making Life Count!® - in career, life and finance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Great Plains Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “No one helps manage your money better.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Caliber Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	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 19, 2026 · View company records in RevenueBase
12	Bcwm, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	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 19, 2026 · View company records in RevenueBase
13	Meritage Portfolio Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “Meritage is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Prime Capital Investment Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	201-500	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 19, 2026 · View company records in RevenueBase
15	Windward Private Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “Comprehensive and Personalized Wealth Planning and Preservation Strategies At Windward Private Wealth Management, we help families and individuals navigate the complexities of…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	V Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	ONE Advisory Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “ONE Advisory Partners provides wealth strategies for successful, busy professionals who want to achieve financial independence so they can work on their own terms.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Financial Partners Group, Inc. Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Freestate Advisors LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “At Freestate, we know each client has unique objectives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Infinity Wealth Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “Infinity Wealth Partners is a financial services firm dedicated to simplifying and optimizing your financial journey.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Storyone Family Office	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “StoryOne is a boutique multi-family family office that is exclusively focused on providing sophisticated, comprehensive, and personalized planning solutions tailored to the…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Pegasus Capital Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients' assets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Beyond Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Legacy Investment Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Whether our relationship is based on investment management or the complex process of distributing your wealth, Legacy's team of top industry performers will act as your CFO…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Insight Financial Services IFS	Exact match	Overland Park, KS, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “We provide clients with the tools and guidance to navigate their financial roadmap.” Recorded in the RevenueBase company graph · Sep 19, 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 “family offices”. 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 61 family offices based in Overland Park, United States

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Family offices based in Overland Park, United States at a glance

As of Sep 19, 2026

63.3%Verified-email coverage

76.3Average contacts per company

1-10Median size (employees)

Sep 19, 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 61 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 “family offices” 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 2,945 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 19, 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.

Family offices 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 “family offices”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family offices are there based in Overland Park, United States?

RevenueBase identified 61 company matches for family offices 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?

Creative Planning 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 family offices?

New York leads the United States with 743 company records, followed by Dallas (251) and Chicago (246). Overland Park has 61.

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 2,945 professional contacts with verified work emails tracked across these 61 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 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 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.