Company lists · Data refreshed September 2026
Top 21 Financial planning recruiters based in Overland Park, United States
RevenueBase identified 35 financial planning recruiters headquartered in Overland Park, United States as of September 2026 and tracks 661 professional contacts across them, including 304 with verified work emails. New York is the largest hub.
This list covers financial planning recruiters 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.
The 21 largest financial planning recruiters based in Overland Park, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 345 contacts → | ||||
Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 52 contacts → | ||||
Indirect evidence “Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 48 contacts → | ||||
Strong evidence “We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 38 contacts → | ||||
Indirect evidence “Abacus Search and Staffing, LLC is a professional recruitment firm with over 100 years of combined recruiting and staffing experience.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 33 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Partial evidence “Financial Designs helps medical professionals build solid financial futures.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 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 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “We provide clients with the tools and guidance to navigate their financial roadmap.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “Our mission is to help our clients and their families make informed financial decisions through professional relationships based on uncompromising integrity, trust, and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “At Shoreline, we believe in providing thoughtful, targeted recruitment expertise for our clients, as well as developing strong relationships built on integrity, trust and support.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “We recognize wealth is more than money, and money is nothing more than a tool.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “A goal without a plan is just a wish.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “In today’s competitive business world, your company’s human resources are clearly among it’s most valuable assets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Hi.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: financial planning recruiters. 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 financial planning recruiters.
- Partial evidence
- Its own public description names part of financial planning recruiters, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial planning recruiters. 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 21 of 35 financial planning recruiters based in Overland Park, United States
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Financial planning recruiters based in Overland Park, United States at a glance
As of Sep 19, 2026Companies by employee count
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 financial planning recruiters, 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 “financial planning recruiters”. 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 financial planning recruiters), 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 financial planning recruiters, 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, 304 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.
Financial planning recruiters by metro in the United States
- Financial planning recruiters in New York243
- Financial planning recruiters in Atlanta93
- Financial planning recruiters in Houston91
- Financial planning recruiters in Chicago86
- Financial planning recruiters in Dallas83
- Financial planning recruiters in Austin57
- Financial planning recruiters in Los Angeles54
- Financial planning recruiters in Charlotte53
- Financial planning recruiters in San Diego52
- Financial planning recruiters in Phoenix45
- Financial planning recruiters in Boston44
- Financial planning recruiters in Tampa43
- Financial planning recruiters in Scottsdale42
- Financial planning recruiters in San Francisco41
- Financial planning recruiters in Irvine39
- Financial planning recruiters in Denver35
- Financial planning recruiters in Overland Park35
- Financial planning recruiters in Columbia31
- Financial planning recruiters in Minneapolis31
- Financial planning recruiters in Raleigh31
- Financial planning recruiters in Cincinnati30
- Financial planning recruiters in Columbus29
- Financial planning recruiters in Orlando29
- Financial planning recruiters in Omaha28
- Financial planning recruiters in Boca Raton27
- Financial planning recruiters in Greenville27
- Financial planning recruiters in Jacksonville27
- Financial planning recruiters in Plano27
- Financial planning recruiters in Fort Worth26
- Financial planning recruiters in Indianapolis26
- Financial planning recruiters in Miami26
- Financial planning recruiters in Pittsburgh26
- Financial planning recruiters in Rochester25
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 financial planning recruiters, 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 financial planning recruiters are there based in Overland Park, United States?
RevenueBase identified 35 financial planning recruiters 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?
Prime Capital Financial, headquartered in Overland Park, tops this list with the largest team on record.
Which city has the most financial planning recruiters?
New York leads with 243 headquartered companies, followed by Atlanta (93) and Houston (91).
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 304 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.
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