Company lists · Data refreshed September 2026

Top 24 Philanthropic advisory firms based in Overland Park, United States

Name: Philanthropic advisory 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 20, 2026 32 companies tracked

RevenueBase identified 32 philanthropic advisory firms headquartered in Overland Park, United States as of September 2026 and tracks 2,110 professional contacts across them, including 1,090 with verified work emails. New York is the largest hub.

This list covers philanthropic advisory 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

32Companies

2,110Contacts tracked

1,090Verified emails

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The 24 largest philanthropic advisory firms based in Overland Park, United States

Ranked by team size

Top 24 of 32 philanthropic advisory firms based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to philanthropic advisory 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	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 20, 2026
2	The Signatry	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	51-200	75 contacts →
	Indirect evidence “The Signatry inspires and facilitates revolutionary biblical generosity across generations.” Source: RevenueBase Database · checked Sep 20, 2026
3	Aspyre Wealth Partners	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “At Aspyre Wealth Partners, we help executives and families with Making Life Count!® - in career, life and finance.” Source: RevenueBase Database · checked Sep 20, 2026
4	Caliber Wealth Management	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 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 20, 2026
5	Searcy Financial Services, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 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 20, 2026
6	Bcwm, LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect 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 20, 2026
7	ONE Advisory Partners	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Partial evidence “ONE Advisory Partners provides wealth strategies for successful, busy professionals who want to achieve financial independence so they can work on their own terms.” Source: RevenueBase Database · checked Sep 20, 2026
8	Freestate Advisors LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “At Freestate, we know each client has unique objectives.” Source: RevenueBase Database · checked Sep 20, 2026
9	Embolden	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Embolden has served community foundations since 1998.” Source: RevenueBase Database · checked Sep 20, 2026
10	Jewish Community Foundation Of Greater Kansas City	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “The Jewish Community Foundation of Greater Kansas City provides customized creative strategies to help individuals and families give smarter and to build charitable resources for…” Source: RevenueBase Database · checked Sep 20, 2026
11	Pegasus Capital Management	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	7 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 20, 2026
12	Beyond Wealth	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	7 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 20, 2026
13	Legacy Investment Partners	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
14	Insight Financial Services IFS	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 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 20, 2026
15	Intellicents Personal CFO	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	51-200	5 contacts →
	Indirect evidence “Still all your “True” teammates and the advice you’re used to – but with a new look, elevated services team, and bigger brand (and brain) name.” Source: RevenueBase Database · checked Sep 20, 2026
16	MN Wealth Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial 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 20, 2026
17	Inflection Point Wealth Advice	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “At Inflection Point Wealth Advice, our mission is to help financially successful people regain control over their lives and set the stage for lasting success.” Source: RevenueBase Database · checked Sep 20, 2026
18	Providence Financial Advisors, LLC	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 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 20, 2026
19	Allos Investment Advisors , LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Indirect 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 20, 2026
20	Trimble Wealth Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “At Trimble Wealth Advisors we believe true wealth is more than just money.” Source: RevenueBase Database · checked Sep 20, 2026
21	BLW Wealth Management	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Source: RevenueBase Database · checked Sep 20, 2026
22	Curtis Capital Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “We are a boutique investment advisory firm located in Overland Park, Kansas.” Source: RevenueBase Database · checked Sep 20, 2026
23	3genwealth LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “3GenWealth LLC is a family-owned financial planning and wealth management firm with offices in Overland Park, KS and Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 20, 2026
24	Camino Advisory Group	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Hi.” Source: RevenueBase Database · checked Sep 20, 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: philanthropic advisory 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 philanthropic advisory firms.
Partial evidence: Its own public description names part of philanthropic advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name philanthropic advisory 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 24 of 32 philanthropic advisory firms based in Overland Park, United States

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Philanthropic advisory firms based in Overland Park, United States at a glance

As of Sep 20, 2026

51.7%Verified-email coverage

65.9Average contacts per company

1-10Median size (employees)

850.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 32 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 philanthropic advisory 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 “philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory 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, 1,090 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.

Philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory firms are there based in Overland Park, United States?

RevenueBase identified 32 philanthropic advisory 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 philanthropic advisory firms?

New York leads with 272 headquartered companies, followed by Chicago (135) and Washington (107).

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 1,090 verified decision-maker contacts tracked across these 32 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.

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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.