Company lists · Data refreshed September 2026
Top 21 Wealth advisors for high net worth individuals based in Kansas City, United States
RevenueBase identified 36 wealth advisors for high net worth individuals headquartered in Kansas City, United States as of September 2026 and tracks 510 professional contacts across them, including 155 with verified work emails. New York is the largest hub.
This list covers wealth advisors for high net worth individuals headquartered in Kansas City, 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.
The 21 largest wealth advisors for high net worth individuals based in Kansas City, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 43 contacts → | ||||
Partial evidence “Prairie Capital Management, a SEC registered investment advisor, was established in 1995 in response to clients’ desire for objective, customized, and innovative investment…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Strong evidence “BMG Advisors is an Independent Financial Advisory and Wealth Management Firm in the Kansas City, MO area affiliated with LPL Financial.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Partial evidence “At Buttonwood Financial Group we focus on comprehensive Wealth Management - tax, insurance, estate planning, investments, cash flow, and financial planning.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Strong evidence “Two West Advisors helps you solve your retirement plan, endowment or wealth management challenges.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Indirect evidence “We help create informed financial strategies that give you confidence as you pursue your goals.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “ASSET MANAGEMENT MSWM is committed to meeting client objectives of achieving yield and growth with as little risk as possible while minimizing transaction costs and taxes.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial evidence “Investments | Insurance | Planning | Consulting HDQ Wealth is a holistic financial services firm.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Strong evidence “At Sarver Vrooman Wealth Advisors (SVWA), we focus on helping clients, primarily engineers, corporate executives, institutions, and entrepreneurs with retirement planning and…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Strong evidence “Based locally in Kansas City, we are independent financial planners and wealth advisor - our focus is solely on the client as fiduciaries.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Partial evidence “At Craft & Sage Wealth, our commitment to you goes beyond providing financial services and advice.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “Sterneck Capital is a fiduciary, fee only, wealth manager based in Kansas City, MO, with a national client base.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “Divvi Wealth Management offers more than investment advice-it delivers a personalized, strategic partnership built for long-term success.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “Michael Quarles and Heather Herring offer investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “We like to think of ourselves as more than your financial advisor.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Financial Services - Wealth management - Tax Planning” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Hill-Top is a fee-only financial planning firm based in Kansas City, MO that specializes in working with individuals in their 20s, 30s, & 40s.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Mitchell C Hockenbury is a fee-only financial planner with offices in Kansas City, MO and Omaha, NE serving clients locally and across the country.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Promillennial Wealth Management prides itself on providing superior service for clients and businesses, as well as three decades of specializing in wealth management.” Source: RevenueBase Database · checked Sep 22, 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: wealth advisors for high net worth individuals. 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 wealth advisors for high net worth individuals.
- Partial evidence
- Its own public description names part of wealth advisors for high net worth individuals, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth advisors for high net worth individuals. 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 21 of 36 wealth advisors for high net worth individuals based in Kansas City, United States
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Wealth advisors for high net worth individuals based in Kansas City, United States at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Kansas City, so it is reported there. Company counts and contact totals on this page are exact for Kansas City, over 36 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 wealth advisors for high net worth individuals, 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 Kansas City, United States whose own description of what they do matches “wealth advisors for high net worth individuals”. 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 wealth advisors for high net worth individuals), 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 wealth advisors for high net worth individuals, and records with no verified work email. Companies headquartered outside Kansas City 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, 155 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.
Wealth advisors for high net worth individuals by metro in the United States
- Wealth advisors for high net worth individuals in New York430
- Wealth advisors for high net worth individuals in Atlanta240
- Wealth advisors for high net worth individuals in Houston233
- Wealth advisors for high net worth individuals in Dallas220
- Wealth advisors for high net worth individuals in San Diego197
- Wealth advisors for high net worth individuals in Chicago190
- Wealth advisors for high net worth individuals in Scottsdale169
- Wealth advisors for high net worth individuals in Austin161
- Wealth advisors for high net worth individuals in Charlotte153
- Wealth advisors for high net worth individuals in San Francisco148
- Wealth advisors for high net worth individuals in Denver143
- Wealth advisors for high net worth individuals in Boston136
- Wealth advisors for high net worth individuals in Miami133
- Wealth advisors for high net worth individuals in Los Angeles123
- Wealth advisors for high net worth individuals in Tampa120
- Wealth advisors for high net worth individuals in Cincinnati109
- Wealth advisors for high net worth individuals in Portland104
- Wealth advisors for high net worth individuals in Phoenix94
- Wealth advisors for high net worth individuals in Columbus93
- Wealth advisors for high net worth individuals in Overland Park92
- Wealth advisors for high net worth individuals in Irvine89
- Wealth advisors for high net worth individuals in Raleigh89
- Wealth advisors for high net worth individuals in Indianapolis87
- Wealth advisors for high net worth individuals in Seattle87
- Wealth advisors for high net worth individuals in Boca Raton85
- Wealth advisors for high net worth individuals in Newport Beach85
- Wealth advisors for high net worth individuals in Minneapolis80
- Wealth advisors for high net worth individuals in Bellevue79
- Wealth advisors for high net worth individuals in Pittsburgh79
- Wealth advisors for high net worth individuals in San Antonio78
- Wealth advisors for high net worth individuals in Birmingham75
- Wealth advisors for high net worth individuals in Columbia75
- Wealth advisors for high net worth individuals in Omaha75
- Wealth advisors for high net worth individuals in Grand Rapids72
- Wealth advisors for high net worth individuals in Las Vegas66
- Wealth advisors for high net worth individuals in Greenville65
- Wealth advisors for high net worth individuals in Nashville65
- Wealth advisors for high net worth individuals in Louisville64
- Wealth advisors for high net worth individuals in Greenwood Village63
- Wealth advisors for high net worth individuals in Sarasota63
- Wealth advisors for high net worth individuals in Colorado Springs62
- Wealth advisors for high net worth individuals in Fort Worth62
- Wealth advisors for high net worth individuals in Madison62
- Wealth advisors for high net worth individuals in Jacksonville60
- Wealth advisors for high net worth individuals in Richmond60
- Wealth advisors for high net worth individuals in Rochester60
- Wealth advisors for high net worth individuals in Wilmington60
- Wealth advisors for high net worth individuals in Springfield57
- Wealth advisors for high net worth individuals in Lexington56
- Wealth advisors for high net worth individuals in Salt Lake City56
- Wealth advisors for high net worth individuals in Washington56
- Wealth advisors for high net worth individuals in Orlando55
- Wealth advisors for high net worth individuals in Plano54
- Wealth advisors for high net worth individuals in Walnut Creek52
- Wealth advisors for high net worth individuals in Tulsa51
- Wealth advisors for high net worth individuals in Fort Lauderdale50
- Wealth advisors for high net worth individuals in Troy50
- Wealth advisors for high net worth individuals in Memphis49
- Wealth advisors for high net worth individuals in San Jose49
- Wealth advisors for high net worth individuals in Cleveland48
- Wealth advisors for high net worth individuals in Pasadena48
- Wealth advisors for high net worth individuals in Franklin47
- Wealth advisors for high net worth individuals in Naples46
- Wealth advisors for high net worth individuals in Philadelphia46
- Wealth advisors for high net worth individuals in Tucson45
- Wealth advisors for high net worth individuals in Alpharetta44
- Wealth advisors for high net worth individuals in Coral Gables44
- Wealth advisors for high net worth individuals in Melville43
- Wealth advisors for high net worth individuals in Westlake Village41
- Wealth advisors for high net worth individuals in Knoxville40
- Wealth advisors for high net worth individuals in Lake Oswego40
- Wealth advisors for high net worth individuals in Oklahoma City40
- Wealth advisors for high net worth individuals in Baton Rouge39
- Wealth advisors for high net worth individuals in Bethesda39
- Wealth advisors for high net worth individuals in Lafayette39
- Wealth advisors for high net worth individuals in Beverly Hills38
- Wealth advisors for high net worth individuals in St Louis38
- Wealth advisors for high net worth individuals in The Woodlands38
- Wealth advisors for high net worth individuals in Frisco37
- Wealth advisors for high net worth individuals in Fort Collins36
- Wealth advisors for high net worth individuals in Kansas City36
- Wealth advisors for high net worth individuals in Plymouth36
- Wealth advisors for high net worth individuals in Virginia Beach36
- Wealth advisors for high net worth individuals in Brentwood35
- Wealth advisors for high net worth individuals in Charleston35
- Wealth advisors for high net worth individuals in West Des Moines35
- Wealth advisors for high net worth individuals in Bloomington34
- Wealth advisors for high net worth individuals in Greensboro34
- Wealth advisors for high net worth individuals in Lincoln34
- Wealth advisors for high net worth individuals in Roseville34
- Wealth advisors for high net worth individuals in Boulder33
- Wealth advisors for high net worth individuals in Buffalo33
- Wealth advisors for high net worth individuals in Westport33
- Wealth advisors for high net worth individuals in Chesterfield32
- Wealth advisors for high net worth individuals in Jackson32
- Wealth advisors for high net worth individuals in Mclean32
- Wealth advisors for high net worth individuals in Minnetonka32
- Wealth advisors for high net worth individuals in Ann Arbor31
- Wealth advisors for high net worth individuals in Englewood31
- Wealth advisors for high net worth individuals in Fort Wayne31
- Wealth advisors for high net worth individuals in Red Bank31
- Wealth advisors for high net worth individuals in St. Louis31
- Wealth advisors for high net worth individuals in West Chester31
- Wealth advisors for high net worth individuals in Woodbury31
- Wealth advisors for high net worth individuals in Reston30
- Wealth advisors for high net worth individuals in Sacramento30
- Wealth advisors for high net worth individuals in Annapolis29
- Wealth advisors for high net worth individuals in Carlsbad29
- Wealth advisors for high net worth individuals in Chattanooga29
- Wealth advisors for high net worth individuals in Little Rock29
- Wealth advisors for high net worth individuals in Pittsford29
- Wealth advisors for high net worth individuals in Reno29
- Wealth advisors for high net worth individuals in Santa Barbara29
- Wealth advisors for high net worth individuals in Southfield29
- Wealth advisors for high net worth individuals in Wichita29
- Wealth advisors for high net worth individuals in Alexandria28
- Wealth advisors for high net worth individuals in Edina28
- Wealth advisors for high net worth individuals in Lancaster28
- Wealth advisors for high net worth individuals in Marietta28
- Wealth advisors for high net worth individuals in Northbrook28
- Wealth advisors for high net worth individuals in Rockville28
- Wealth advisors for high net worth individuals in Tempe28
- Wealth advisors for high net worth individuals in Arlington27
- Wealth advisors for high net worth individuals in Bend27
- Wealth advisors for high net worth individuals in Bloomfield Hills27
- Wealth advisors for high net worth individuals in Boise27
- Wealth advisors for high net worth individuals in Lakewood27
- Wealth advisors for high net worth individuals in Princeton27
- Wealth advisors for high net worth individuals in Providence27
- Wealth advisors for high net worth individuals in Southlake27
- Wealth advisors for high net worth individuals in Stamford27
- Wealth advisors for high net worth individuals in Wayne27
- Wealth advisors for high net worth individuals in Albuquerque26
- Wealth advisors for high net worth individuals in Littleton26
- Wealth advisors for high net worth individuals in Morristown26
- Wealth advisors for high net worth individuals in Naperville26
- Wealth advisors for high net worth individuals in Baltimore25
- Wealth advisors for high net worth individuals in Canton25
- Wealth advisors for high net worth individuals in Carmel25
- Wealth advisors for high net worth individuals in Honolulu25
- Wealth advisors for high net worth individuals in Salem25
- Wealth advisors for high net worth individuals in St Petersburg25
- Wealth advisors for high net worth individuals in Winston-Salem25
- Wealth advisors for high net worth individuals in Winter Park25
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 wealth advisors for high net worth individuals, 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 wealth advisors for high net worth individuals are there based in Kansas City, United States?
RevenueBase identified 36 wealth advisors for high net worth individuals headquartered in Kansas City, 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?
Prairie Capital Management Group, LLC, headquartered in Kansas City, tops this list with the largest team on record.
Which city has the most wealth advisors for high net worth individuals?
New York leads with 430 headquartered companies, followed by Atlanta (240) and Houston (233).
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 155 verified decision-maker contacts tracked across these 36 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 36 wealth advisors for high net worth individuals based in Kansas City, 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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