Company lists · Data refreshed September 2026

Top 24 Financial services consultants based in Overland Park, United States

RevenueBase identified 39 financial services consultants headquartered in Overland Park, United States as of September 2026 and tracks 2,441 professional contacts across them, including 1,216 with verified work emails. New York is the largest hub.

This list covers financial services consultants 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 16, 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 16, 2026 86% judged on-target in blind review
39Companies
2,441Contacts tracked
1,216Verified emails
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The 24 largest financial services consultants based in Overland Park, United States

Ranked by team size
Top 24 of 39 financial services consultants based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: 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 evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 2026201-500345 contacts →

Partial evidence

“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202651-20052 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 16, 2026
4Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202611-5033 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 16, 2026
5Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202611-5020 contacts →

Indirect evidence

“We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.”

Source: RevenueBase Database · checked Sep 16, 2026
6Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202611-5017 contacts →

Partial evidence

“BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 2026201-50013 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 16, 2026
8Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-1011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202611-5011 contacts →

Partial evidence

“Rally Wealth and Benefits provides a comprehensive range of financial services that cater to the needs of our clients, regardless of what stage they are at in life.”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202611-5011 contacts →

Partial evidence

“Infinity Wealth Partners is a financial services firm dedicated to simplifying and optimizing your financial journey.”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-1010 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 16, 2026
12Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202611-5010 contacts →

Indirect evidence

“Our Mission: To create and maintain wealth for our individual and small business clients with creative and innovative planning.”

Source: RevenueBase Database · checked Sep 16, 2026
13Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-106 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-104 contacts →

Indirect 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 16, 2026
15Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-104 contacts →

Indirect evidence

“Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.”

Source: RevenueBase Database · checked Sep 16, 2026
16Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-104 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 16, 2026
17Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-104 contacts →

Indirect evidence

“We recognize wealth is more than money, and money is nothing more than a tool.”

Source: RevenueBase Database · checked Sep 16, 2026
18Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202611-503 contacts →

Partial 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 16, 2026
19Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“A goal without a plan is just a wish.”

Source: RevenueBase Database · checked Sep 16, 2026
20Partial evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202611-502 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 16, 2026
21Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 202651-2001 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
22Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Hi.”

Source: RevenueBase Database · checked Sep 16, 2026
23Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“s3 Advisors, LLC is a professional services firm based in Kansas City.”

Source: RevenueBase Database · checked Sep 16, 2026
24Partial evidenceOverland Park, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“Provides Investment Management and Financial Planning.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 24 of 39 financial services consultants based in Overland Park, United States

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Financial services consultants based in Overland Park, United States at a glance

As of Sep 16, 2026
49.8%Verified-email coverage
62.6Average contacts per company
1-10Median size (employees)
812.8%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
10
51-200
2
201-500
2
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 39 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 services consultants, 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 services consultants”. 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 services consultants), 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 services consultants, 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, 1,216 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 16, 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 services consultants 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 financial services consultants, 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 services consultants are there based in Overland Park, United States?

RevenueBase identified 39 financial services consultants 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?

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

Which city has the most financial services consultants?

New York leads with 317 headquartered companies, followed by Houston (160) and Atlanta (142).

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 1,216 verified decision-maker contacts tracked across these 39 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 16, 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.