Company lists · Data refreshed September 2026

Top 22 Investment adviser law firms based in Overland Park, United States

RevenueBase identified 42 investment adviser law firms headquartered in Overland Park, United States as of September 2026 and tracks 635 professional contacts across them, including 288 with verified work emails. Across the United States, New York is the largest hub for this category (155 companies); Overland Park has 42.

This list covers investment adviser law firms 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 28, 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 28, 2026 86% judged on-target in blind review
42Companies
635Contacts tracked
288Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 22 largest investment adviser law firms based in Overland Park, United States

Ranked by team size
Top 22 of 42 investment adviser law firms based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment adviser law firms: 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 28, 2026201-500345 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 202611-5038 contacts →

Strong 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 28, 2026
3Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 202611-5033 contacts →

Strong evidence

“At CreativeOne Wealth, we deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser…”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceOverland Park, KS, United StatesHQ checked Sep 28, 202611-5022 contacts →

Partial evidence

“The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceOverland Park, KS, United StatesHQ checked Sep 28, 202611-5014 contacts →

Partial 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 28, 2026
7Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 2026201-50013 contacts →

Strong evidence

“Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 202611-5012 contacts →

Strong evidence

“Fiduciary, Fee-Only Advisors Waterfront Advisors is a Registered Investment Advisory firm located in Overland Park, KS.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-1012 contacts →

Partial evidence

“Paragon Capital Management is an RIA that offers individualized investment management utilizing individual stocks, bonds, structured products and alternative investments, as well…”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-108 contacts →

Strong evidence

“Nova R Wealth is a Registered Investment Advisor founded in 2014 by Timothy Rodgers and is based in Overland Park, Kansas.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 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 28, 2026
12Partial evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“OUR FOCUS IS ON YOU.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 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 28, 2026
16Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-104 contacts →

Strong 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 28, 2026
17Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“Investment and Wealth Management Firm Member SIPC About the advisors at COBLE MCCUNE WEALTH MANAGEMENT-Specializing in leading clients' strategic planning to work towards asset…”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Hi.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Wealth Management and Financial Planning Services in Kansas City - Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Advisory Services offered through Overland Park Wealth Management, a State of Kansas Registered Investment Advisor specializing in wealth management and investment advisory…”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceOverland Park, KS, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Fiduciary, No Commision - Fee Only Veteran Owned & Registered Investment Advisor, Independent”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 22 of 42 investment adviser law firms based in Overland Park, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 288 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment adviser law firms based in Overland Park, United States at a glance

As of Sep 28, 2026
45.4%Verified-email coverage
15.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
29
11-50
8
51-200
1
201-500
2
1,001-5,000
2

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 42 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 investment adviser law firms, 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 “investment adviser law firms”. 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 investment adviser law firms), 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 investment adviser law firms, 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, 288 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 28, 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 investment adviser law firms, 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 investment adviser law firms are there based in Overland Park, United States?

RevenueBase identified 42 investment adviser law firms 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 in the United States has the most investment adviser law firms?

New York leads the United States with 155 headquartered companies, followed by Atlanta (80) and Houston (76). Overland Park has 42.

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 288 verified decision-maker contacts tracked across these 42 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 42 investment adviser law firms based in Overland Park, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.