Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Overland Park, United States

Name: Investment management consulting 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 21, 2026 56 companies tracked

RevenueBase identified 56 investment management consulting firms headquartered in Overland Park, United States as of September 2026 and tracks 1,325 professional contacts across them, including 708 with verified work emails. New York is the largest hub.

This list covers investment management consulting 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 21, 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 21, 2026 86% judged on-target in blind review

56Companies

1,325Contacts tracked

708Verified emails

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

Ranked by team size

Top 25 of 56 investment management consulting firms based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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	Creative Planning Business Services	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1,001-5,000	539 contacts →
	Partial evidence “As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country.” Source: RevenueBase Database · checked Sep 21, 2026
2	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 21, 2026
3	Prosperity Advisors	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	51-200	52 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 21, 2026
4	Keen Wealth Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	38 contacts →
	Partial 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 21, 2026
5	Demarche	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	38 contacts →
	Strong evidence “DeMarche is an independent investment consulting firm providing a wide range of Advisory and Discretionary services to institutional investors.” Source: RevenueBase Database · checked Sep 21, 2026
6	Greenup Wealth	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	22 contacts →
	Strong 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 21, 2026
7	Caliber Wealth Management	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Source: RevenueBase Database · checked Sep 21, 2026
8	Searcy Financial Services, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	19 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 21, 2026
9	Bcwm, LLC	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	17 contacts →
	Partial evidence “BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Source: RevenueBase Database · checked Sep 21, 2026
10	Retirement Solutions Group	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	14 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 21, 2026
11	Prime Capital Investment Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	201-500	13 contacts →
	Partial evidence “Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 21, 2026
12	Paragon Capital Management, LLC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1-10	12 contacts →
	Strong 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 21, 2026
13	V Wealth	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	12 contacts →
	Partial evidence “V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service.” Source: RevenueBase Database · checked Sep 21, 2026
14	Nvision Wealth	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	12 contacts →
	Indirect evidence “Seeing Wealth Clearly At nVision Wealth, the large scale “business” of mass production is replaced by a personal relationship between advisor and client.” Source: RevenueBase Database · checked Sep 21, 2026
15	Financial Partners Group, Inc. Wealth Management	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	11 contacts →
	Partial evidence “Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.” Source: RevenueBase Database · checked Sep 21, 2026
16	Freestate Advisors LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1-10	11 contacts →
	Indirect evidence “At Freestate, we know each client has unique objectives.” Source: RevenueBase Database · checked Sep 21, 2026
17	Pegasus Capital Management	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Partial 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 21, 2026
18	Insight Financial Services IFS	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Indirect evidence “We provide clients with the tools and guidance to navigate their financial roadmap.” Source: RevenueBase Database · checked Sep 21, 2026
19	Grant Capital	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “Grant Capital brings fundamental, quantitative and technical analysis all together under one roof to help build and preserve your wealth.” Source: RevenueBase Database · checked Sep 21, 2026
20	Security Investment Center	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	5 contacts →
	Partial evidence “Our company focuses on access to full-service wealth management and specialized financial planning.” Source: RevenueBase Database · checked Sep 21, 2026
21	Personal Financial Group	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	5 contacts →
	Indirect evidence “OUR FOCUS IS ON YOU.” Source: RevenueBase Database · checked Sep 21, 2026
22	MN Wealth Advisors	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026
23	Providence Financial Advisors, LLC	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial 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 21, 2026
24	Coble Mccune Wealthplan Partners, INC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	1-10	4 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 21, 2026
25	Allos Investment Advisors , LLC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 21, 2026	11-50	3 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 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 management 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 management consulting firms.
Partial evidence: Its own public description names part of investment management 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 management 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 56 investment management consulting firms based in Overland Park, United States

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

As of Sep 21, 2026

53.4%Verified-email coverage

23.7Average contacts per company

1-10Median size (employees)

1216.1%Largest-city concentration · New York

Sep 21, 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 56 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 management 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 Overland Park, United States whose own description of what they do matches “investment management 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 management 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 management consulting 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, 708 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 21, 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 management 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 management 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 management consulting firms are there based in Overland Park, United States?

RevenueBase identified 56 investment management consulting 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?

Creative Planning Business Services, headquartered in Overland Park, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

New York leads with 681 headquartered companies, followed by Chicago (216) and Atlanta (190).

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 708 verified decision-maker contacts tracked across these 56 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 21, 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.