Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Kansas City, United States

Name: Investment consulting firms based in Kansas City, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 44 companies tracked

RevenueBase identified 44 investment consulting firms headquartered in Kansas City, United States as of September 2026 and tracks 515 professional contacts across them, including 145 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Kansas City has 44.

This list covers investment consulting firms 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 26, 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 26, 2026 86% judged on-target in blind review

44Companies

515Contacts tracked

145Verified emails

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The 25 largest investment consulting firms based in Kansas City, United States

Ranked by team size

Top 25 of 44 investment consulting firms based in Kansas City, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Prairie Capital Management Group, LLC	Partial evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	11-50	43 contacts →
	Partial 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 26, 2026
2	Baker Group Merger And Acquisition Consultants, Inc. An AD Astra Equity Company	Partial evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	51-200	26 contacts →
	Partial evidence “Since 1988, Jerry Baker has been involved in consulting with clients in a variety of industries and unique situations to sell their businesses.” Source: RevenueBase Database · checked Sep 26, 2026
3	BMG Advisors Plan Your Story	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	20 contacts →
	Indirect 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 26, 2026
4	Buttonwood Financial Group, LLC	Partial evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	11-50	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 26, 2026
5	Williams Financial Group	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	11 contacts →
	Indirect evidence “We help create informed financial strategies that give you confidence as you pursue your goals.” Source: RevenueBase Database · checked Sep 26, 2026
6	Mader & Shannon Wealth Management	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	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 26, 2026
7	HDQ Wealth	Strong evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	10 contacts →
	Strong evidence “Investments \| Insurance \| Planning \| Consulting HDQ Wealth is a holistic financial services firm.” Source: RevenueBase Database · checked Sep 26, 2026
8	Sarver Vrooman Wealth Advisors	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	6 contacts →
	Indirect 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 26, 2026
9	Wealth KC	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	5 contacts →
	Indirect 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 26, 2026
10	Craft & Sage Wealth	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	11-50	5 contacts →
	Indirect evidence “At Craft & Sage Wealth, our commitment to you goes beyond providing financial services and advice.” Source: RevenueBase Database · checked Sep 26, 2026
11	Heritage First	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	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 26, 2026
12	Sterneck Capital Management, LLC	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	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 26, 2026
13	Divvi Wealth Management	Partial evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	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 26, 2026
14	Peek Advisory Group	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	4 contacts →
	Indirect evidence “Peek Advisory Group was created in 2010 to leverage the Fortune 50 experience of its founder and key employees for the benefit of small to mid-size companies.” Source: RevenueBase Database · checked Sep 26, 2026
15	Nicholson Meyer Capital Management, INC	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026
16	Financial Longevity Advisory, LLC	Partial evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	4 contacts →
	Partial 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 26, 2026
17	Owens Financial Group	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	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 26, 2026
18	Delta Wealth Solutions, LLC	Partial evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	2 contacts →
	Partial 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 26, 2026
19	Integrated Financial Solutions Of Kansas City	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	2 contacts →
	Indirect evidence “We like to think of ourselves as more than your financial advisor.” Source: RevenueBase Database · checked Sep 26, 2026
20	AA Wealth Solutions	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	2 contacts →
	Indirect evidence “Financial Services - Wealth management - Tax Planning” Source: RevenueBase Database · checked Sep 26, 2026
21	Kansas City Private Wealth Management	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026
22	Headwaterscap	Partial evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	1 contacts →
	Partial evidence “Headwaters Capital provides private market consulting services to individuals and businesses regarding commercial real estate matters.” Source: RevenueBase Database · checked Sep 26, 2026
23	Atomic Planning	Indirect evidence	Kansas City, United StatesHQ checked Sep 26, 2026	1-10	1 contacts →
	Indirect evidence “Atomic Planning was created to help people over age 50 afford their retirement lifestyle.” Source: RevenueBase Database · checked Sep 26, 2026
24	Hill-Top Financial Planning, LLC	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	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 26, 2026
25	Promillennial	Indirect evidence	Kansas City, MO, United StatesHQ checked Sep 26, 2026	1-10	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 26, 2026

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 consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment consulting firms. 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 25 of 44 investment consulting firms based in Kansas City, United States

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Investment consulting firms based in Kansas City, United States at a glance

As of Sep 26, 2026

28.2%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 44 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 consulting 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 Kansas City, United States whose own description of what they do matches “investment consulting 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 consulting 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 consulting firms, 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, 145 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 26, 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 consulting firms 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 investment consulting 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 consulting firms are there based in Kansas City, United States?

RevenueBase identified 44 investment consulting firms 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 in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Kansas City has 44.

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 145 verified decision-maker contacts tracked across these 44 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 26, 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.