Company lists · Data refreshed September 2026

Top 25 Portfolio management firms based in Overland Park, United States

Name: Portfolio management 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 52 companies tracked

RevenueBase identified 52 company matches for portfolio management firms associated with Overland Park, United States as of September 2026 and tracks 4,466 professional contacts across them, including 2,801 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Overland Park has 52.

This list covers company matches for portfolio management 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

52Companies

4,466Contacts tracked

2,801Verified emails

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

Ranked by team size

Top 25 of 52 company matches for portfolio management firms based in Overland Park, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Creative Planning	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,885 contacts →
	Exact match “Independent wealth advisory firm Creative Planning and its affiliates manage and advise on 710 billion in combined assets and serve clients in all 50 states and abroad.* At…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Mariner	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1,001-5,000	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
3	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Prosperity Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	51-200	52 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	TAX Favored Benefits, INC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match “At Tax Favored Benefits (TFB), we serve as a partner in helping individuals, families and business owners achieve financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Greenup Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Caliber Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	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
8	Bcwm, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	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
9	Meritage Portfolio Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “Meritage is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Prime Capital Investment Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	201-500	13 contacts →
	Exact match “Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Paragon Capital Management, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Paragon Capital Management is an RIA that offers individualized investment management utilizing individual stocks, bonds, structured products and alternative investments, as well…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	V Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Financial Partners Group, Inc. Wealth Management	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Freestate Advisors LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	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
15	Rally Wealth And Benefits	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Infinity Wealth Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Infinity Wealth Partners is a financial services firm dedicated to simplifying and optimizing your financial journey.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Beyond Wealth	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	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
18	Insight Financial Services IFS	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	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
19	Grant Capital	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Grant Capital brings fundamental, quantitative and technical analysis all together under one roof to help build and preserve your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Security Investment Center	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Our company focuses on access to full-service wealth management and specialized financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Wilborn Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Wilborn Advisors is a performance driven wealth management firm with a focus on investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Benchmark Financial Group, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Benchmark Financial Group is a wealth management firm based in the Kansas City metro specializing in retirement planning, investment strategies, investment advisory services, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	MN Wealth Advisors	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	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
24	Providence Financial Advisors, LLC	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	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
25	Premier Income Partners	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our mission is to help our clients and their families make informed financial decisions through professional relationships based on uncompromising integrity, trust, and…” 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 “portfolio management 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 25 of 52 portfolio management firms based in Overland Park, United States

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

As of Sep 20, 2026

62.7%Verified-email coverage

85.9Average contacts per company

1-10Median size (employees)

Sep 20, 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 52 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 “portfolio management 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 2,801 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.

Portfolio management firms by metro in the United States

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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 52 company matches for portfolio management 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?

Creative Planning 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Overland Park has 52.

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 2,801 professional contacts with verified work emails tracked across these 52 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.

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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.