Company lists · Data refreshed September 2026

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

Name: Financial services consultants 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 16, 2026 39 companies tracked

RevenueBase identified 39 company matches for financial services consultants associated with Overland Park, United States as of September 2026 and tracks 2,441 professional contacts across them, including 1,216 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Overland Park has 39.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

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 company matches for financial services consultants based in Overland Park, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,828 contacts →
	Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
3	Prosperity Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	51-200	52 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	TAX Favored Benefits, INC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
5	Caliber Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
6	Bcwm, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
7	Prime Capital Investment Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
8	Freestate Advisors LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “At Freestate, we know each client has unique objectives.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Rally Wealth And Benefits	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Infinity Wealth Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
11	Aspire Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Hutchins & Haake, LLC Certified Public Accountants	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	11-50	10 contacts →
	Exact match “Our Mission: To create and maintain wealth for our individual and small business clients with creative and innovative planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Insight Financial Services IFS	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
14	MN Wealth Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Providence Financial Advisors, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Premier Income Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Our mission is to help our clients and their families make informed financial decisions through professional relationships based on uncompromising integrity, trust, and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Impact Wealth Planners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “We recognize wealth is more than money, and money is nothing more than a tool.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Allos Investment Advisors , LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	11-50	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Bison Financial Strategies, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “A goal without a plan is just a wish.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	BLW Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Infinitas, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	51-200	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Camino Advisory Group	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Hi.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	S3 Advisors, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “s3 Advisors, LLC is a professional services firm based in Kansas City.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Adaptive Advisory	Exact match	Overland Park, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Provides Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 16, 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 “financial services consultants”. 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 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)

Sep 16, 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 39 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 “financial services consultants” 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 1,216 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 16, 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.

Financial services consultants 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 “financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Overland Park, United States?

RevenueBase identified 39 company matches for financial services consultants 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?

Mariner 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 financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Overland Park has 39.

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 1,216 professional contacts with verified work emails tracked across these 39 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 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 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.