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Company lists · Data refreshed September 2026

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

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 82 companies tracked

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. New York is the largest hub.

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, how directly it supports the match, 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 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 HQ checked on every row Match evidence 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. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Creative PlanningPartial evidence
Overland Park, KS, United StatesHQ checked Sep 5, 20261,001-5,0001,885

“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: company website · checked Sep 5, 2026
2
MarinerIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 20261,001-5,0001,828

“Your wealth plan shouldn’t sit still.”

Source: company website · checked Sep 5, 2026
3
Prime Capital FinancialIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 2026201-500345

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

Source: company website · checked Sep 5, 2026
4
Marksnelson, A Springline CompanyPartial evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202651-200147

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

Source: company website · checked Sep 5, 2026
5
Midwest Trust CompanyIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202651-200135

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

Source: company website · checked Sep 5, 2026
6
Infinitas, LLCIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202651-20048

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

Source: company website · checked Sep 5, 2026
7
TAX Favored Benefits, INCIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5033

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

Source: company website · checked Sep 5, 2026
8
Ifft & Co. PAIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5028

“Ifft & Co.”

Source: company website · checked Sep 5, 2026
9
TPP Certified Public Accountants, LLCIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5023

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

Source: company website · checked Sep 5, 2026
10
Aspyre Wealth PartnersIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5022

“At Aspyre Wealth Partners, we help executives and families with Making Life Count!® - in career, life and finance.”

Source: company website · checked Sep 5, 2026
11
Caliber Wealth ManagementIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5020

“We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.”

Source: company website · checked Sep 5, 2026
12
Keller & Owens, LLCPartial evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5019

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

Source: company website · checked Sep 5, 2026
13
Bcwm, LLCIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5017

“BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.”

Source: company website · checked Sep 5, 2026
14
Financial Designs, INCIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5014

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

Source: company website · checked Sep 5, 2026
15
Prime Capital Investment AdvisorsIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 2026201-50013

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

Source: company website · checked Sep 5, 2026
16
Windward Private Wealth ManagementPartial evidence
Overland Park, KS, United StatesHQ checked Sep 5, 20261-1012

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

Source: company website · checked Sep 5, 2026
17
ONE Advisory PartnersIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 20261-1012

“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: company website · checked Sep 5, 2026
18
Ascend Wealth ManagementIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 20261-1012

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

Source: company website · checked Sep 5, 2026
19
Nvision WealthPartial evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5012

“Seeing Wealth Clearly At nVision Wealth, the large scale “business” of mass production is replaced by a personal relationship between advisor and client.”

Source: company website · checked Sep 5, 2026
20
Financial Partners Group, Inc. Wealth ManagementPartial evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5011

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

Source: company website · checked Sep 5, 2026
21
Freestate Advisors LLCPartial evidence
Overland Park, KS, United StatesHQ checked Sep 5, 20261-1011

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

Source: company website · checked Sep 5, 2026
22
Infinity Wealth PartnersIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5011

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

Source: company website · checked Sep 5, 2026
23
Hutchins & Haake, LLC Certified Public AccountantsPartial evidence
Overland Park, KS, United StatesHQ checked Sep 5, 202611-5010

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

Source: company website · checked Sep 5, 2026
24
Storyone Family OfficeIndirect evidence
Overland Park, KS, United StatesHQ checked Sep 5, 20261-109

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

Source: company website · checked Sep 5, 2026
25
Mcauley & Crandall, PAStrong evidence
Overland Park, KS, United StatesHQ checked Sep 5, 20261-107

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

Source: company website · 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
1-10Median size (employees)
New YorkLargest hub · 650 HQs
Contacts with mobile numbers
Sep 5, 2026Data 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 this city, 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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 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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