Company lists · Data refreshed September 2026

Top 25 Private client accounting firms based in Overland Park, United States

RevenueBase identified 82 private client accounting firms headquartered in Overland Park, United States as of September 2026 and tracks 5,449 professional contacts across them, including 3,446 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Overland Park has 82.

This list covers private client accounting 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 5, 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 5, 2026 86% judged on-target in blind review
82Companies
5,449Contacts tracked
3,446Verified emails
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The 25 largest private client accounting firms based in Overland Park, United States

Ranked by team size
Top 25 of 82 private client accounting firms based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private client accounting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261,001-5,0001,885 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 5, 2026
2Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261,001-5,0001,828 contacts →

Indirect evidence

“Your wealth plan shouldn’t sit still.”

Source: RevenueBase Database · checked Sep 5, 2026
3Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 2026201-500345 contacts →

Indirect evidence

“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.”

Source: RevenueBase Database · checked Sep 5, 2026
4Partial evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202651-200147 contacts →

Partial evidence

“MarksNelson, a Springline company, is an accounting and business advisory firm headquartered Overland Park, KS.”

Source: RevenueBase Database · checked Sep 5, 2026
5Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202651-200135 contacts →

Indirect evidence

“Trust services that are rooted in meeting your goals.”

Source: RevenueBase Database · checked Sep 5, 2026
6Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202651-20048 contacts →

Indirect evidence

“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.”

Source: RevenueBase Database · checked Sep 5, 2026
7Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5033 contacts →

Indirect evidence

“At Tax Favored Benefits (TFB), we serve as a partner in helping individuals, families and business owners achieve financial success.”

Source: RevenueBase Database · checked Sep 5, 2026
8Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5028 contacts →

Indirect evidence

“Ifft & Co.”

Source: RevenueBase Database · checked Sep 5, 2026
9Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5023 contacts →

Indirect evidence

“As a nationally recognized firm, TPP has been serving businesses in the Kansas City area since 1981.”

Source: RevenueBase Database · checked Sep 5, 2026
10Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5022 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 5, 2026
11Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5020 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 5, 2026
12Partial evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5019 contacts →

Partial evidence

“Keller & Owens, LLC is a Certified Public Accounting firm located at 10955 Lowell Avenue, Suite 800, Overland Park, Kansas, United States.”

Source: RevenueBase Database · checked Sep 5, 2026
13Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5017 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 5, 2026
14Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5014 contacts →

Indirect evidence

“Financial Designs helps medical professionals build solid financial futures.”

Source: RevenueBase Database · checked Sep 5, 2026
15Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 2026201-50013 contacts →

Indirect evidence

“Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.”

Source: RevenueBase Database · checked Sep 5, 2026
16Partial evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261-1012 contacts →

Partial evidence

“Comprehensive and Personalized Wealth Planning and Preservation Strategies At Windward Private Wealth Management, we help families and individuals navigate the complexities of…”

Source: RevenueBase Database · checked Sep 5, 2026
17Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261-1012 contacts →

Indirect 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 5, 2026
18Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261-1012 contacts →

Indirect evidence

“Ascend Wealth Management believes in an ongoing, integrated financial planning experience that is able to deliver value multi-generationally.”

Source: RevenueBase Database · checked Sep 5, 2026
19Partial evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5012 contacts →

Partial 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 5, 2026
20Partial evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5011 contacts →

Partial evidence

“Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.”

Source: RevenueBase Database · checked Sep 5, 2026
21Partial evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261-1011 contacts →

Partial evidence

“At Freestate, we know each client has unique objectives.”

Source: RevenueBase Database · checked Sep 5, 2026
22Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5011 contacts →

Indirect evidence

“Infinity Wealth Partners is a financial services firm dedicated to simplifying and optimizing your financial journey.”

Source: RevenueBase Database · checked Sep 5, 2026
23Partial evidenceOverland Park, KS, United StatesHQ checked Sep 5, 202611-5010 contacts →

Partial evidence

“Our Mission: To create and maintain wealth for our individual and small business clients with creative and innovative planning.”

Source: RevenueBase Database · checked Sep 5, 2026
24Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261-109 contacts →

Indirect evidence

“StoryOne is a boutique multi-family family office that is exclusively focused on providing sophisticated, comprehensive, and personalized planning solutions tailored to the…”

Source: RevenueBase Database · checked Sep 5, 2026
25Strong evidenceOverland Park, KS, United StatesHQ checked Sep 5, 20261-107 contacts →

Strong evidence

“McAuley & Crandall, PA is a full-service accounting firm serving clients throughout the Overland Park, Kansas area.”

Source: RevenueBase Database · checked Sep 5, 2026

Showing 25 of 82 private client accounting firms based in Overland Park, United States

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Private client accounting firms based in Overland Park, United States at a glance

As of Sep 5, 2026
63.2%Verified-email coverage
66.5Average contacts per company
1-10Median size (employees)
Sep 5, 2026Page data refreshed

Companies by employee count

1-10
50
11-50
20
51-200
6
201-500
2
1,001-5,000
4

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 82 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 private client accounting 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 “private client accounting 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 private client accounting 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 private client accounting 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, 3,446 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 5, 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.

Private client accounting 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 private client accounting 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 private client accounting firms are there based in Overland Park, United States?

RevenueBase identified 82 private client accounting 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, headquartered in Overland Park, tops this list with the largest team on record.

Which city in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). Overland Park has 82.

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 3,446 verified decision-maker contacts tracked across these 82 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 5, 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.