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.
The 25 largest private client accounting firms based in Overland Park, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,885 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,828 contacts → | ||||
Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 345 contacts → | ||||
Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 147 contacts → | ||||
Partial evidence “MarksNelson, a Springline company, is an accounting and business advisory firm headquartered Overland Park, KS.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 135 contacts → | ||||
Indirect evidence “Trust services that are rooted in meeting your goals.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 48 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 33 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 28 contacts → | ||||
Indirect evidence “Ifft & Co.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 23 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 19 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 14 contacts → | ||||
Indirect evidence “Financial Designs helps medical professionals build solid financial futures.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 13 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 12 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 12 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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 12 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 12 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 11 contacts → | ||||
Partial evidence “Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Partial evidence “At Freestate, we know each client has unique objectives.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | 11 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 9 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 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, 2026Thanks. The Data Team will review it. | |||||
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: private client accounting 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 private client accounting firms.
- Partial evidence
- Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private client accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 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, 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 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
- Private client accounting firms in New York650
- Private client accounting firms in Houston422
- Private client accounting firms in Atlanta329
- Private client accounting firms in Chicago303
- Private client accounting firms in Dallas281
- Private client accounting firms in Los Angeles258
- Private client accounting firms in San Diego255
- Private client accounting firms in Miami254
- Private client accounting firms in Austin234
- Private client accounting firms in Denver185
- Private client accounting firms in Charlotte176
- Private client accounting firms in Scottsdale172
- Private client accounting firms in San Francisco169
- Private client accounting firms in Tampa156
- Private client accounting firms in Irvine150
- Private client accounting firms in Phoenix148
- Private client accounting firms in Cincinnati140
- Private client accounting firms in Orlando139
- Private client accounting firms in Portland134
- Private client accounting firms in Boston133
- Private client accounting firms in San Antonio128
- Private client accounting firms in Seattle123
- Private client accounting firms in Boca Raton122
- Private client accounting firms in Indianapolis120
- Private client accounting firms in Las Vegas118
- Private client accounting firms in Columbus111
- Private client accounting firms in Jacksonville108
- Private client accounting firms in Raleigh105
- Private client accounting firms in Pittsburgh103
- Private client accounting firms in Columbia100
- Private client accounting firms in Rochester96
- Private client accounting firms in Fort Worth94
- Private client accounting firms in Greenville94
- Private client accounting firms in Newport Beach93
- Private client accounting firms in Bellevue90
- Private client accounting firms in Louisville90
- Private client accounting firms in Wilmington90
- Private client accounting firms in Birmingham87
- Private client accounting firms in San Jose86
- Private client accounting firms in Grand Rapids85
- Private client accounting firms in Richmond83
- Private client accounting firms in Omaha82
- Private client accounting firms in Colorado Springs80
- Private client accounting firms in Minneapolis80
- Private client accounting firms in Philadelphia80
- Private client accounting firms in Nashville79
- Private client accounting firms in Springfield77
- Private client accounting firms in Fort Lauderdale76
- Private client accounting firms in Plano75
- Private client accounting firms in Salt Lake City74
- Private client accounting firms in Tucson72
- Private client accounting firms in Coral Gables71
- Private client accounting firms in Madison71
- Private client accounting firms in Washington71
- Private client accounting firms in Lexington70
- Private client accounting firms in Oklahoma City68
- Private client accounting firms in Troy68
- Private client accounting firms in Melville67
- Private client accounting firms in Alpharetta66
- Private client accounting firms in Cleveland66
- Private client accounting firms in Glendale66
- Private client accounting firms in Sarasota66
- Private client accounting firms in Tulsa66
- Private client accounting firms in Knoxville65
- Private client accounting firms in Greenwood Village64
- Private client accounting firms in Pasadena61
- Private client accounting firms in Roseville61
- Private client accounting firms in Baton Rouge57
- Private client accounting firms in Fort Collins57
- Private client accounting firms in Frisco56
- Private client accounting firms in Sacramento56
- Private client accounting firms in Woodland Hills56
- Private client accounting firms in Memphis55
- Private client accounting firms in Naples54
- Private client accounting firms in Plymouth54
- Private client accounting firms in Walnut Creek53
- Private client accounting firms in Alexandria52
- Private client accounting firms in Naperville51
- Private client accounting firms in Virginia Beach51
- Private client accounting firms in Reno50
- Private client accounting firms in Baltimore49
- Private client accounting firms in Brentwood49
- Private client accounting firms in Rockville49
- Private client accounting firms in Albuquerque48
- Private client accounting firms in Brooklyn48
- Private client accounting firms in Kansas City47
- Private client accounting firms in Lafayette47
- Private client accounting firms in Beverly Hills46
- Private client accounting firms in Fayetteville46
- Private client accounting firms in Greensboro46
- Private client accounting firms in Franklin45
- Private client accounting firms in Westlake Village45
- Private client accounting firms in Wichita44
- Private client accounting firms in Annapolis43
- Private client accounting firms in Arlington43
- Private client accounting firms in Charleston43
- Private client accounting firms in Woodbury43
- Private client accounting firms in Boise42
- Private client accounting firms in Boulder42
- Private client accounting firms in Fort Myers42
- Private client accounting firms in Lincoln42
- Private client accounting firms in Marietta42
- Private client accounting firms in Salem42
- Private client accounting firms in Torrance42
- Private client accounting firms in Concord41
- Private client accounting firms in Fairfax41
- Private client accounting firms in Fort Wayne41
- Private client accounting firms in Lakewood41
- Private client accounting firms in Littleton41
- Private client accounting firms in Mesa41
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- Private client accounting firms in The Woodlands41
- Private client accounting firms in Chandler40
- Private client accounting firms in Encino40
- Private client accounting firms in Lake Oswego40
- Private client accounting firms in St. Louis40
- Private client accounting firms in Honolulu39
- Private client accounting firms in Jackson39
- Private client accounting firms in West Palm Beach39
- Private client accounting firms in Bethesda38
- Private client accounting firms in Chesterfield38
- Private client accounting firms in Frederick38
- Private client accounting firms in Fresno38
- Private client accounting firms in Lancaster38
- Private client accounting firms in Clearwater37
- Private client accounting firms in Gilbert37
- Private client accounting firms in Bloomington36
- Private client accounting firms in Canton36
- Private client accounting firms in Cary36
- Private client accounting firms in Chattanooga36
- Private client accounting firms in Gainesville36
- Private client accounting firms in Little Rock36
- Private client accounting firms in Mount Pleasant36
- Private client accounting firms in Tallahassee36
- Private client accounting firms in Tempe36
- Private client accounting firms in Bloomfield Hills35
- Private client accounting firms in Buffalo35
- Private client accounting firms in Carlsbad35
- Private client accounting firms in Englewood35
- Private client accounting firms in Santa Barbara35
- Private client accounting firms in Southfield35
- Private client accounting firms in Durham34
- Private client accounting firms in Hollywood34
- Private client accounting firms in Southlake34
- Private client accounting firms in Westlake34
- Private client accounting firms in Albany33
- Private client accounting firms in Farmington33
- Private client accounting firms in Huntsville33
- Private client accounting firms in Mclean33
- Private client accounting firms in Spokane33
- Private client accounting firms in West Chester33
- Private client accounting firms in Winter Park33
- Private client accounting firms in Anaheim32
- Private client accounting firms in Carmel32
- Private client accounting firms in Milwaukee32
- Private client accounting firms in Princeton32
- Private client accounting firms in San Mateo32
- Private client accounting firms in Dublin31
- Private client accounting firms in Edina31
- Private client accounting firms in Long Beach31
- Private client accounting firms in Minnetonka31
- Private client accounting firms in Richardson31
- Private client accounting firms in Santa Rosa31
- Private client accounting firms in Burlington30
- Private client accounting firms in Centennial30
- Private client accounting firms in Garden City30
- Private client accounting firms in Milford30
- Private client accounting firms in Orange30
- Private client accounting firms in Riverside30
- Private client accounting firms in Roswell30
- Private client accounting firms in Sioux Falls30
- Private client accounting firms in Akron29
- Private client accounting firms in Ann Arbor29
- Private client accounting firms in Dayton29
- Private client accounting firms in Decatur29
- Private client accounting firms in Duluth29
- Private client accounting firms in Fairfield29
- Private client accounting firms in Red Bank29
- Private client accounting firms in Reston29
- Private client accounting firms in Stamford29
- Private client accounting firms in Vienna29
- Private client accounting firms in Costa Mesa28
- Private client accounting firms in Henderson28
- Private client accounting firms in Katy28
- Private client accounting firms in Meridian28
- Private client accounting firms in Montgomery28
- Private client accounting firms in Newark28
- Private client accounting firms in Vancouver28
- Private client accounting firms in West Des Moines28
- Private client accounting firms in Woodstock28
- Private client accounting firms in Eugene27
- Private client accounting firms in Saint Louis27
- Private client accounting firms in Schaumburg27
- Private client accounting firms in Syracuse27
- Private client accounting firms in Towson27
- Private client accounting firms in Beachwood26
- Private client accounting firms in Bend26
- Private client accounting firms in Coral Springs26
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- Private client accounting firms in Hauppauge26
- Private client accounting firms in Metairie26
- Private client accounting firms in Monroe26
- Private client accounting firms in Palm Beach Gardens26
- Private client accounting firms in Providence26
- Private client accounting firms in Roanoke26
- Private client accounting firms in Sugar Land26
- Private client accounting firms in Brookfield25
- Private client accounting firms in Farmington Hills25
- Private client accounting firms in Needham25
- Private client accounting firms in New Orleans25
- Private client accounting firms in Newton25
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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.
Ready to reach these companies? Verified emails and direct dials for all 82 private client accounting firms based in Overland Park, United States. Start with a free account, no credit card.
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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.
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