Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Overland Park, United States

Name: Specialist investment managers 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 22, 2026 60 companies tracked

RevenueBase identified 60 specialist investment managers headquartered in Overland Park, United States as of September 2026 and tracks 4,524 professional contacts across them, including 2,831 with verified work emails. New York is the largest hub.

This list covers specialist investment managers 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 22, 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 22, 2026 86% judged on-target in blind review

60Companies

4,524Contacts tracked

2,831Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest specialist investment managers based in Overland Park, United States

Ranked by team size

Top 25 of 60 specialist investment managers based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to specialist investment managers: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Creative Planning	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1,001-5,000	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 22, 2026
2	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 22, 2026
3	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	201-500	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 22, 2026
4	FCI Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	62 contacts →
	Partial evidence “Established in 1966, FCI Advisors (FCI), a DBA of Financial Counselors, Inc, has been managing investments for institutional clients for more than five decades.” Source: RevenueBase Database · checked Sep 22, 2026
5	Kompass Kapital Management, LLC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	37 contacts →
	Strong evidence “Kompass Kapital Management, LLC is an investment banking company based out of Overland Park, Kansas, United States.” Source: RevenueBase Database · checked Sep 22, 2026
6	TAX Favored Benefits, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	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 22, 2026
7	Caliber Wealth Management	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	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 22, 2026
8	Bcwm, LLC	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	17 contacts →
	Partial 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 22, 2026
9	Meritage Portfolio Management	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	15 contacts →
	Strong evidence “Meritage is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans.” Source: RevenueBase Database · checked Sep 22, 2026
10	Prime Capital Investment Advisors	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	201-500	13 contacts →
	Partial evidence “Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 22, 2026
11	Paragon Capital Management, LLC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	12 contacts →
	Strong evidence “Paragon Capital Management is an RIA that offers individualized investment management utilizing individual stocks, bonds, structured products and alternative investments, as well…” Source: RevenueBase Database · checked Sep 22, 2026
12	V Wealth	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	12 contacts →
	Partial evidence “V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service.” Source: RevenueBase Database · checked Sep 22, 2026
13	ONE Advisory Partners	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	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 22, 2026
14	Financial Partners Group, Inc. Wealth Management	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	11 contacts →
	Partial evidence “Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.” Source: RevenueBase Database · checked Sep 22, 2026
15	Freestate Advisors LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	11 contacts →
	Indirect evidence “At Freestate, we know each client has unique objectives.” Source: RevenueBase Database · checked Sep 22, 2026
16	Infinity Wealth Partners	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	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 22, 2026
17	Pegasus Capital Management	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Partial evidence “Pegasus Capital Management continuously provides families with premier customized financial strategies, focusing on the creation and preservation of our clients' assets.” Source: RevenueBase Database · checked Sep 22, 2026
18	Beyond Wealth	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life.” Source: RevenueBase Database · checked Sep 22, 2026
19	Legacy Investment Partners	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 22, 2026
20	Insight Financial Services IFS	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “We provide clients with the tools and guidance to navigate their financial roadmap.” Source: RevenueBase Database · checked Sep 22, 2026
21	Grant Capital	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “Grant Capital brings fundamental, quantitative and technical analysis all together under one roof to help build and preserve your wealth.” Source: RevenueBase Database · checked Sep 22, 2026
22	Security Investment Center	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	5 contacts →
	Strong evidence “Our company focuses on access to full-service wealth management and specialized financial planning.” Source: RevenueBase Database · checked Sep 22, 2026
23	Wilborn Advisors	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Strong evidence “Wilborn Advisors is a performance driven wealth management firm with a focus on investment management and financial planning.” Source: RevenueBase Database · checked Sep 22, 2026
24	Intellicents Personal CFO	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	51-200	5 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 22, 2026
25	Personal Financial Group	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	11-50	5 contacts →
	Indirect evidence “OUR FOCUS IS ON YOU.” Source: RevenueBase Database · checked Sep 22, 2026

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: specialist investment managers. 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 specialist investment managers.
Partial evidence: Its own public description names part of specialist investment managers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name specialist investment managers. 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 60 specialist investment managers based in Overland Park, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,831 reachable decision-makers.

Free signup · no credit card

View the full list →

Specialist investment managers based in Overland Park, United States at a glance

As of Sep 22, 2026

62.6%Verified-email coverage

75.4Average contacts per company

1-10Median size (employees)

1701.7%Largest-city concentration · New York

Sep 22, 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 60 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 specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 2,831 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 22, 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.

Specialist investment managers 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 specialist investment managers, 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 specialist investment managers are there based in Overland Park, United States?

RevenueBase identified 60 specialist investment managers 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 specialist investment managers?

New York leads with 1021 headquartered companies, followed by Chicago (270) and Miami (238).

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 2,831 verified decision-maker contacts tracked across these 60 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 22, 2026.

Ready to reach these companies? Verified emails and direct dials for all 60 specialist investment managers based in Overland Park, United States. Start with a free account, no credit card.

Download this list →

Related lists

Specialist investment managers by geography

Browse the directory

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.