Company lists · Data refreshed September 2026
Top 24 Philanthropic advisory firms based in Overland Park, United States
RevenueBase identified 32 company matches for philanthropic advisory firms associated with Overland Park, United States as of September 2026 and tracks 2,110 professional contacts across them, including 1,090 with verified work emails. Across the United States, New York is the largest hub for this category (272 companies); Overland Park has 32.
This list covers company matches for philanthropic advisory firms associated with Overland Park, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 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.
The 24 largest philanthropic advisory firms based in Overland Park, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,828 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 75 contacts → | ||||
Exact match “The Signatry inspires and facilitates revolutionary biblical generosity across generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 22 contacts → | ||||
Exact match “At Aspyre Wealth Partners, we help executives and families with Making Life Count!® - in career, life and finance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “ONE Advisory Partners provides wealth strategies for successful, busy professionals who want to achieve financial independence so they can work on their own terms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “At Freestate, we know each client has unique objectives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Embolden has served community foundations since 1998.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients' assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “We provide clients with the tools and guidance to navigate their financial roadmap.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “At Trimble Wealth Advisors we believe true wealth is more than just money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “We are a boutique investment advisory firm located in Overland Park, Kansas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “3GenWealth LLC is a family-owned financial planning and wealth management firm with offices in Overland Park, KS and Scottsdale, AZ.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Hi.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “philanthropic advisory firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 24 of 32 philanthropic advisory firms based in Overland Park, United States
See the full list, filter by size, metro and specialty, and access 1,090 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Philanthropic advisory firms based in Overland Park, 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 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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with Overland Park, United States whose business descriptions match “philanthropic advisory firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 1,090 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “philanthropic advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many philanthropic advisory firms are there based in Overland Park, United States?
RevenueBase identified 32 company matches for philanthropic advisory firms associated with Overland Park, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Mariner tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most philanthropic advisory firms?
New York leads the United States with 272 company records, followed by Chicago (135) and Washington (107). Overland Park has 32.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,090 professional contacts with verified work emails tracked across these 32 companies; direct dials are available where recorded.
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 32 philanthropic advisory firms based in Overland Park, United States. Start with a free account, no credit card.
Download this list →Related lists
Philanthropic advisory firms by geography
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- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
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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.
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Company intelligence · public preview
Top 24 philanthropic advisory firms based in Overland Park, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 32 matching company records for philanthropic advisory firms based in Overland Park, United States, with 2,110 tracked contacts and 1,090 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 philanthropic advisory firms based in Overland Park, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | The Signatrythesignatry.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 75 contacts → |
“The Signatry inspires and facilitates revolutionary biblical generosity across generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Aspyre Wealth Partnersaspyrewealth.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 22 contacts → |
“At Aspyre Wealth Partners, we help executives and families with Making Life Count!® - in career, life and finance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Caliber Wealth Managementraymondjames.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 20 contacts → |
“We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Searcy Financial Services, INCsearcyfinancial.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 19 contacts → |
“We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bcwm, LLCbcwm.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 17 contacts → |
“BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ONE Advisory Partnersoneadvisorypartners.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 12 contacts → |
“ONE Advisory Partners provides wealth strategies for successful, busy professionals who want to achieve financial independence so they can work on their own terms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Freestate Advisors LLCfreestateadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 11 contacts → |
“At Freestate, we know each client has unique objectives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Emboldenembolden.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 10 contacts → |
“Embolden has served community foundations since 1998.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pegasus Capital Managementpegasuskc.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 7 contacts → |
“Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients' assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Beyond Wealthbeyond-wealth.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 7 contacts → |
“Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Legacy Investment Partnerslegacyip.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Insight Financial Services IFSifsadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 6 contacts → |
“We provide clients with the tools and guidance to navigate their financial roadmap.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Intellicents Personal CFOintellicents.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 5 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  MN Wealth Advisorsmnwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Inflection Point Wealth Adviceinflectionpointwealth.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Providence Financial Advisors, LLCpfa-llc.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Allos Investment Advisors , LLCallosadvisors.comHQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Trimble Wealth Advisorstrimblewealth.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 3 contacts → |
“At Trimble Wealth Advisors we believe true wealth is more than just money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BLW Wealth Managementblwinvestments.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 2 contacts → |
“At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Curtis Capital Advisorscurtisca.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 2 contacts → |
“We are a boutique investment advisory firm located in Overland Park, Kansas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  3genwealth LLC3genwealth.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 2 contacts → |
“3GenWealth LLC is a family-owned financial planning and wealth management firm with offices in Overland Park, KS and Scottsdale, AZ.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Camino Advisory Groupcaminoconsultingllc.comHQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 1 contacts → |
“Hi.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 32 company matches
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Philanthropic advisory firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
32 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisory firms did RevenueBase find based in Overland Park, United States?
The saved snapshot records 32 matching company records, 2,110 tracked contacts and 1,090 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 24 philanthropic advisory firms based in Overland Park, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/united-states/overland-park.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
Company intelligence · public preview
Top 24 philanthropic advisory firms based in Overland Park, United States
RevenueBase records 32 matching company records for philanthropic advisory firms based in Overland Park, United States, with 2,110 tracked contacts and 1,090 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 philanthropic advisory firms based in Overland Park, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 1,828 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | The Signatrythesignatry.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 75 contacts → |
“The Signatry inspires and facilitates revolutionary biblical generosity across generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Aspyre Wealth Partnersaspyrewealth.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 22 contacts → |
“At Aspyre Wealth Partners, we help executives and families with Making Life Count!® - in career, life and finance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Caliber Wealth Managementraymondjames.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 20 contacts → |
“We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Searcy Financial Services, INCsearcyfinancial.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 19 contacts → |
“We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bcwm, LLCbcwm.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 17 contacts → |
“BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ONE Advisory Partnersoneadvisorypartners.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 12 contacts → |
“ONE Advisory Partners provides wealth strategies for successful, busy professionals who want to achieve financial independence so they can work on their own terms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Freestate Advisors LLCfreestateadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 11 contacts → |
“At Freestate, we know each client has unique objectives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Emboldenembolden.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 10 contacts → |
“Embolden has served community foundations since 1998.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pegasus Capital Managementpegasuskc.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 7 contacts → |
“Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients' assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Beyond Wealthbeyond-wealth.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 7 contacts → |
“Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Legacy Investment Partnerslegacyip.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Insight Financial Services IFSifsadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 6 contacts → |
“We provide clients with the tools and guidance to navigate their financial roadmap.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Intellicents Personal CFOintellicents.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 5 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MN Wealth Advisorsmnwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Inflection Point Wealth Adviceinflectionpointwealth.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Providence Financial Advisors, LLCpfa-llc.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 4 contacts → |
“Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Allos Investment Advisors , LLCallosadvisors.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Trimble Wealth Advisorstrimblewealth.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 3 contacts → |
“At Trimble Wealth Advisors we believe true wealth is more than just money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BLW Wealth Managementblwinvestments.com HQ: Overland Park, KS, United StatesReported employees: 11-50 | Overland Park, KS, United States | 11-50 | Exact match | 2 contacts → |
“At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Curtis Capital Advisorscurtisca.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 2 contacts → |
“We are a boutique investment advisory firm located in Overland Park, Kansas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 3genwealth LLC3genwealth.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 2 contacts → |
“3GenWealth LLC is a family-owned financial planning and wealth management firm with offices in Overland Park, KS and Scottsdale, AZ.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Camino Advisory Groupcaminoconsultingllc.com HQ: Overland Park, KS, United StatesReported employees: 1-10 | Overland Park, KS, United States | 1-10 | Exact match | 1 contacts → |
“Hi.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 32 company matches
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Philanthropic advisory firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
32 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Philanthropic advisory firms by metro in the United States
- Philanthropic advisory firms in New York272
- Philanthropic advisory firms in Chicago135
- Philanthropic advisory firms in Washington107
- Philanthropic advisory firms in Atlanta100
- Philanthropic advisory firms in Boston96
- Philanthropic advisory firms in Los Angeles91
- Philanthropic advisory firms in San Francisco85
- Philanthropic advisory firms in Dallas81
- Philanthropic advisory firms in Houston77
- Philanthropic advisory firms in Denver74
- Philanthropic advisory firms in San Diego74
- Philanthropic advisory firms in Austin72
- Philanthropic advisory firms in Seattle56
- Philanthropic advisory firms in Miami55
- Philanthropic advisory firms in Minneapolis50
- Philanthropic advisory firms in Indianapolis49
- Philanthropic advisory firms in Scottsdale43
- Philanthropic advisory firms in Cincinnati42
- Philanthropic advisory firms in Charlotte41
- Philanthropic advisory firms in Philadelphia40
- Philanthropic advisory firms in Phoenix39
- Philanthropic advisory firms in Portland39
- Philanthropic advisory firms in Richmond33
- Philanthropic advisory firms in Birmingham30
- Philanthropic advisory firms in Colorado Springs30
- Philanthropic advisory firms in Greenville30
- Philanthropic advisory firms in Columbus29
- Philanthropic advisory firms in Pittsburgh29
- Philanthropic advisory firms in Tampa29
- Philanthropic advisory firms in Las Vegas28
- Philanthropic advisory firms in Raleigh27
- Philanthropic advisory firms in San Antonio27
- Philanthropic advisory firms in Irvine26
- Philanthropic advisory firms in Newport Beach26
- Philanthropic advisory firms in Omaha26
- Philanthropic advisory firms in Rochester26
- Philanthropic advisory firms in Columbia25
Questions about this company list
What does Exact match mean for philanthropic advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many philanthropic advisory firms did RevenueBase find based in Overland Park, United States?
The saved snapshot records 32 matching company records, 2,110 tracked contacts and 1,090 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Philanthropic advisory firms by geography
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada
- Philanthropic advisory firms based in Vancouver, Canada
- Philanthropic advisory firms based in Atlanta, United States
- Philanthropic advisory firms based in Austin, United States
- Philanthropic advisory firms based in Birmingham, United States
- Philanthropic advisory firms based in Boston, United States
- Philanthropic advisory firms based in Charlotte, United States
Cite this list
RevenueBase Data Team. Top 24 philanthropic advisory firms based in Overland Park, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/philanthropic-advisory-firms/united-states/overland-park.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Philanthropic advisory firms based in Brisbane, Australia
- Philanthropic advisory firms based in Melbourne, Australia
- Philanthropic advisory firms based in Sydney, Australia
- Philanthropic advisory firms based in Calgary, Canada
- Philanthropic advisory firms based in Montreal, Canada
- Philanthropic advisory firms based in Toronto, Canada