Company lists · Data refreshed September 2026
Top 22 Investment advisory companies based in Kansas City, United States
RevenueBase identified 36 investment advisory companies headquartered in Kansas City, United States as of September 2026 and tracks 221 professional contacts across them, including 133 with verified work emails. New York is the largest hub.
This list covers investment advisory companies headquartered in Kansas City, 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 20, 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 22 largest investment advisory companies based in Kansas City, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 43 contacts → | ||||
Strong evidence “Prairie Capital Management, a SEC registered investment advisor, was established in 1995 in response to clients’ desire for objective, customized, and innovative investment…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Partial evidence “BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Partial evidence “At Buttonwood Financial Group we focus on comprehensive Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 11 contacts → | ||||
Indirect evidence “We help create informed financial strategies that give you confidence as you pursue your goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “ASSET MANAGEMENT MSWM is committed to meeting client objectives of achieving yield and growth with as little risk as possible while minimizing transaction costs and taxes.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial evidence “Investments | Insurance | Planning | Consulting HDQ Wealth is a holistic financial services firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “At Sarver Vrooman Wealth Advisors (SVWA), we focus on helping clients, primarily engineers, corporate executives, institutions, and entrepreneurs with retirement planning and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “Based locally in Kansas City, we are independent financial planners and wealth advisor - our focus is solely on the client as fiduciaries.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “At Craft & Sage Wealth, our commitment to you goes beyond providing financial services and advice.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “Sterneck Capital is a fiduciary, fee only, wealth manager based in Kansas City, MO, with a national client base.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “Divvi Wealth Management offers more than investment advice-it delivers a personalized, strategic partnership built for long-term success.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Strong evidence “Michael Quarles and Heather Herring offer investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “We help clients move towards greater clarity, confidence & freedom in retirement through our proprietary Retire REGAL® process: a structured framework designed not to predict the…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Strong evidence “Delta Wealth Solutions LLC is a Registered Investment Advisor in the state of Missouri, co-founded by two partners, Matt Seidel and Carson Sanford.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “We like to think of ourselves as more than your financial advisor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Atomic Planning was created to help people over age 50 afford their retirement lifestyle.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Hill-Top is a fee-only financial planning firm based in Kansas City, MO that specializes in working with individuals in their 20s, 30s, & 40s.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Promillennial Wealth Management prides itself on providing superior service for clients and businesses, as well as three decades of specializing in wealth management.” Source: RevenueBase Database · checked Sep 20, 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: investment advisory companies. 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 investment advisory companies.
- Partial evidence
- Its own public description names part of investment advisory companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory companies. 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 22 of 36 investment advisory companies based in Kansas City, United States
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Investment advisory companies based in Kansas City, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Kansas City, so it is reported there. Company counts and contact totals on this page are exact for Kansas City, over 36 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 advisory companies, 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 Kansas City, United States whose own description of what they do matches “investment advisory companies”. 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 advisory companies), 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 advisory companies, and records with no verified work email. Companies headquartered outside Kansas City 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, 133 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 20, 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.
Investment advisory companies by metro in the United States
- Investment advisory companies in New York529
- Investment advisory companies in Atlanta254
- Investment advisory companies in Dallas230
- Investment advisory companies in Houston224
- Investment advisory companies in Chicago218
- Investment advisory companies in San Diego190
- Investment advisory companies in Austin167
- Investment advisory companies in Scottsdale159
- Investment advisory companies in Charlotte156
- Investment advisory companies in Boston155
- Investment advisory companies in Miami155
- Investment advisory companies in San Francisco150
- Investment advisory companies in Denver144
- Investment advisory companies in Los Angeles135
- Investment advisory companies in Portland121
- Investment advisory companies in Tampa118
- Investment advisory companies in Cincinnati112
- Investment advisory companies in Irvine100
- Investment advisory companies in Overland Park99
- Investment advisory companies in Newport Beach95
- Investment advisory companies in Raleigh95
- Investment advisory companies in Minneapolis94
- Investment advisory companies in Columbus93
- Investment advisory companies in Phoenix92
- Investment advisory companies in Birmingham87
- Investment advisory companies in Indianapolis84
- Investment advisory companies in Pittsburgh83
- Investment advisory companies in Boca Raton81
- Investment advisory companies in San Antonio81
- Investment advisory companies in Grand Rapids80
- Investment advisory companies in Seattle79
- Investment advisory companies in Columbia77
- Investment advisory companies in Omaha77
- Investment advisory companies in Richmond74
- Investment advisory companies in Greenville71
- Investment advisory companies in Las Vegas70
- Investment advisory companies in Rochester67
- Investment advisory companies in Bellevue64
- Investment advisory companies in Greenwood Village64
- Investment advisory companies in Madison62
- Investment advisory companies in Sarasota62
- Investment advisory companies in Louisville61
- Investment advisory companies in Wilmington61
- Investment advisory companies in Fort Worth60
- Investment advisory companies in Lexington59
- Investment advisory companies in Colorado Springs58
- Investment advisory companies in Fort Lauderdale58
- Investment advisory companies in Jacksonville57
- Investment advisory companies in Salt Lake City57
- Investment advisory companies in Tulsa57
- Investment advisory companies in Naples56
- Investment advisory companies in Nashville56
- Investment advisory companies in Plano56
- Investment advisory companies in Memphis55
- Investment advisory companies in Springfield54
- Investment advisory companies in Orlando53
- Investment advisory companies in Troy53
- Investment advisory companies in Tucson53
- Investment advisory companies in Walnut Creek53
- Investment advisory companies in Washington53
- Investment advisory companies in Pasadena51
- Investment advisory companies in Philadelphia48
- Investment advisory companies in Alpharetta47
- Investment advisory companies in St Louis47
- Investment advisory companies in Virginia Beach45
- Investment advisory companies in Brentwood44
- Investment advisory companies in Knoxville44
- Investment advisory companies in Melville44
- Investment advisory companies in Coral Gables43
- Investment advisory companies in Lake Oswego43
- Investment advisory companies in Oklahoma City43
- Investment advisory companies in San Jose43
- Investment advisory companies in Cleveland42
- Investment advisory companies in Franklin42
- Investment advisory companies in Lafayette42
- Investment advisory companies in Lincoln42
- Investment advisory companies in St. Louis42
- Investment advisory companies in Baton Rouge41
- Investment advisory companies in Westlake Village41
- Investment advisory companies in Plymouth40
- Investment advisory companies in Stamford40
- Investment advisory companies in Fort Collins39
- Investment advisory companies in Greensboro39
- Investment advisory companies in Ann Arbor38
- Investment advisory companies in Bethesda38
- Investment advisory companies in Buffalo38
- Investment advisory companies in Jackson38
- Investment advisory companies in Red Bank38
- Investment advisory companies in West Des Moines38
- Investment advisory companies in Mclean37
- Investment advisory companies in Reston37
- Investment advisory companies in The Woodlands37
- Investment advisory companies in Bloomington36
- Investment advisory companies in Kansas City36
- Investment advisory companies in Pittsford36
- Investment advisory companies in Charleston35
- Investment advisory companies in Roseville35
- Investment advisory companies in West Chester35
- Investment advisory companies in Albuquerque34
- Investment advisory companies in Baltimore34
- Investment advisory companies in Boise34
- Investment advisory companies in Carmel34
- Investment advisory companies in Chattanooga34
- Investment advisory companies in Honolulu34
- Investment advisory companies in Bloomfield Hills33
- Investment advisory companies in Little Rock33
- Investment advisory companies in Littleton33
- Investment advisory companies in Marietta33
- Investment advisory companies in Rockville33
- Investment advisory companies in Annapolis32
- Investment advisory companies in Chesterfield32
- Investment advisory companies in Concord32
- Investment advisory companies in Fort Wayne32
- Investment advisory companies in Reno32
- Investment advisory companies in Southfield32
- Investment advisory companies in Westport32
- Investment advisory companies in Minnetonka31
- Investment advisory companies in Sacramento31
- Investment advisory companies in Carlsbad30
- Investment advisory companies in Englewood30
- Investment advisory companies in Frisco30
- Investment advisory companies in Milwaukee30
- Investment advisory companies in Princeton30
- Investment advisory companies in Santa Barbara30
- Investment advisory companies in Towson30
- Investment advisory companies in Alexandria29
- Investment advisory companies in Arlington29
- Investment advisory companies in Burlington28
- Investment advisory companies in Charlottesville28
- Investment advisory companies in Lakewood28
- Investment advisory companies in Lancaster28
- Investment advisory companies in Northbrook28
- Investment advisory companies in Spokane28
- Investment advisory companies in Wichita28
- Investment advisory companies in Edina27
- Investment advisory companies in Vienna27
- Investment advisory companies in Woodbury27
- Investment advisory companies in Bedford26
- Investment advisory companies in Berwyn26
- Investment advisory companies in Clearwater26
- Investment advisory companies in Dublin26
- Investment advisory companies in Greenwich26
- Investment advisory companies in Naperville26
- Investment advisory companies in Portsmouth26
- Investment advisory companies in Southlake26
- Investment advisory companies in Tallahassee26
- Investment advisory companies in Wayne26
- Investment advisory companies in Boulder25
- Investment advisory companies in Fairfield25
- Investment advisory companies in Oak Brook25
- Investment advisory companies in San Ramon25
- Investment advisory companies in Westlake25
- Investment advisory companies in Winter Park25
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 advisory companies, 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 advisory companies are there based in Kansas City, United States?
RevenueBase identified 36 investment advisory companies headquartered in Kansas City, 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?
Prairie Capital Management Group, LLC, headquartered in Kansas City, tops this list with the largest team on record.
Which city has the most investment advisory companies?
New York leads with 529 headquartered companies, followed by Atlanta (254) and Dallas (230).
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 133 verified decision-maker contacts tracked across these 36 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 investment advisory companies based in Kansas City, United States. Start with a free account, no credit card.
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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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