Company lists · Data refreshed September 2026

Top 25 Investment firms based in Overland Park, United States

Name: Investment firms 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 4, 2026 70 companies tracked

RevenueBase identified 70 investment firms headquartered in Overland Park, United States as of September 2026 and tracks 2,663 professional contacts across them, including 1,339 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

70Companies

2,663Contacts tracked

1,339Verified emails

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The 25 largest investment firms based in Overland Park, United States

Ranked by team size

Top 25 of 70 investment firms based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	MarinerIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,811
	“Your wealth plan shouldn’t sit still.” Source: company website · checked Sep 4, 2026
2	FCI AdvisorsStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	62
	“Established in 1966, FCI Advisors (FCI), a DBA of Financial Counselors, Inc, has been managing investments for institutional clients for more than five decades.” Source: company website · checked Sep 4, 2026
3	Creative Planning Retirement ServicesStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	51-200	53
	“Creative Planning Retirement Services' provides investment advisory services and manages fiduciary responsibilities for retirement plan sponsors.” Source: company website · checked Sep 4, 2026
4	Prosperity AdvisorsIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	51-200	52
	“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: company website · checked Sep 4, 2026
5	TAX Favored Benefits, INCIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	32
	“At Tax Favored Benefits (TFB), we serve as a partner in helping individuals, families and business owners achieve financial success.” Source: company website · checked Sep 4, 2026
6	Greenup WealthStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	23
	“The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term…” Source: company website · checked Sep 4, 2026
7	Caliber Wealth ManagementIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	20
	“We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Source: company website · checked Sep 4, 2026
8	Bcwm, LLCIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	17
	“BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Source: company website · checked Sep 4, 2026
9	Meritage Portfolio ManagementStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	15
	“Meritage is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans.” Source: company website · checked Sep 4, 2026
10	Prime Capital Investment AdvisorsStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	201-500	14
	“Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Source: company website · checked Sep 4, 2026
11	Retirement Solutions GroupStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	14
	“Retirement Solutions Group, in concert with RSG Investments, is a full-service comprehensive Financial and Retirement Planning Firm located in Overland Park, KS.” Source: company website · checked Sep 4, 2026
12	Paragon Capital Management, LLCStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	12
	“Paragon Capital Management is an RIA that offers individualized investment management utilizing individual stocks, bonds, structured products and alternative investments, as well…” Source: company website · checked Sep 4, 2026
13	Freestate Advisors LLCIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	11
	“At Freestate, we know each client has unique objectives.” Source: company website · checked Sep 4, 2026
14	Infinity Wealth PartnersIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	10
	“Infinity Wealth Partners is a financial services firm dedicated to simplifying and optimizing your financial journey.” Source: company website · checked Sep 4, 2026
15	Rally Wealth And BenefitsIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	10
	“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: company website · checked Sep 4, 2026
16	Pegasus Capital ManagementIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	7
	“Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients' assets.” Source: company website · checked Sep 4, 2026
17	Beyond WealthIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	7
	“Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.” Source: company website · checked Sep 4, 2026
18	Legacy Investment PartnersStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	6
	“Whether our relationship is based on investment management or the complex process of distributing your wealth, Legacy's team of top industry performers will act as your CFO…” Source: company website · checked Sep 4, 2026
19	Dean Capital Management LLCStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	5
	“Dean Capital Management, LLC (“DCM”) is an employee-owned registered investment advisor founded in March 2008.” Source: company website · checked Sep 4, 2026
20	Grant CapitalIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	5
	“Grant Capital brings fundamental, quantitative and technical analysis all together under one roof to help build and preserve your wealth.” Source: company website · checked Sep 4, 2026
21	Security Investment CenterIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	5
	“Our company focuses on access to full-service wealth management and specialized financial planning.” Source: company website · checked Sep 4, 2026
22	Wilborn AdvisorsStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	5
	“Wilborn Advisors is a performance driven wealth management firm with a focus on investment management and financial planning.” Source: company website · checked Sep 4, 2026
23	Personal Financial GroupIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	11-50	5
	“OUR FOCUS IS ON YOU.” Source: company website · checked Sep 4, 2026
24	Insight Financial Services IFSIndirect evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	5
	“We provide clients with the tools and guidance to navigate their financial roadmap.” Source: company website · checked Sep 4, 2026
25	Benchmark Financial Group, LLCStrong evidence	Overland Park, KS, United StatesHQ checked Sep 4, 2026	1-10	4
	“Benchmark Financial Group is a wealth management firm based in the Kansas City metro specializing in retirement planning, investment strategies, investment advisory services, and…” Source: company website · checked Sep 4, 2026

Showing 25 of 70 investment firms based in Overland Park, United States

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

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Overland Park, over 70 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment 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 an evidence 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, 1,339 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Overland Park, United States?

RevenueBase identified 70 investment 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?

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

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 1,339 verified decision-maker contacts tracked across these 70 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 4, 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.