Company lists · Data refreshed September 2026

Top 25 Wealth management companies based in Overland Park, United States

Name: Wealth management companies 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 16, 2026 95 companies tracked

RevenueBase identified 95 wealth management companies headquartered in Overland Park, United States as of September 2026 and tracks 4,916 professional contacts across them, including 3,100 with verified work emails. New York is the largest hub.

This list covers wealth management companies 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 16, 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 16, 2026 86% judged on-target in blind review

95Companies

4,916Contacts tracked

3,100Verified emails

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The 25 largest wealth management companies based in Overland Park, United States

Ranked by team size

Top 25 of 95 wealth management companies based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: 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 16, 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 16, 2026
2	Mariner	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,828 contacts →
	Partial evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 16, 2026
3	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 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 16, 2026
4	Midwest Trust Company	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	51-200	135 contacts →
	Indirect evidence “Trust services that are rooted in meeting your goals.” Source: RevenueBase Database · checked Sep 16, 2026
5	Prosperity Advisors	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	51-200	52 contacts →
	Indirect evidence “Workable solutions and support for our clients as they invest for the future, plan for life's transition, get fit to retire and manage portfolios for sustainable income.” Source: RevenueBase Database · checked Sep 16, 2026
6	Infinitas, LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	51-200	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 16, 2026
7	TAX Favored Benefits, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 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 16, 2026
8	Stepp & Rothwell, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	26 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
9	Triune Financial Partners	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	24 contacts →
	Indirect evidence “Money doesn't have to be stressful.” Source: RevenueBase Database · checked Sep 16, 2026
10	Legacy Financial Strategies, LLC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	23 contacts →
	Indirect evidence “Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor.” Source: RevenueBase Database · checked Sep 16, 2026
11	Aspyre Wealth Partners	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Partial evidence “At Aspyre Wealth Partners, we help executives and families with Making Life Count!® - in career, life and finance.” Source: RevenueBase Database · checked Sep 16, 2026
12	Greenup Wealth	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Partial evidence “The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term…” Source: RevenueBase Database · checked Sep 16, 2026
13	Great Plains Trust Company	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	20 contacts →
	Indirect evidence “No one helps manage your money better.” Source: RevenueBase Database · checked Sep 16, 2026
14	Caliber Wealth Management	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 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 16, 2026
15	Searcy Financial Services, INC	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Partial evidence “We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®.” Source: RevenueBase Database · checked Sep 16, 2026
16	Bcwm, LLC	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	17 contacts →
	Strong 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 16, 2026
17	Meritage Portfolio Management	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	15 contacts →
	Partial evidence “Meritage is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans.” Source: RevenueBase Database · checked Sep 16, 2026
18	Financial Designs, INC	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	14 contacts →
	Indirect evidence “Financial Designs helps medical professionals build solid financial futures.” Source: RevenueBase Database · checked Sep 16, 2026
19	Retirement Solutions Group	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	14 contacts →
	Indirect evidence “Retirement Solutions Group, in concert with RSG Investments, is a full-service comprehensive Financial and Retirement Planning Firm located in Overland Park, KS.” Source: RevenueBase Database · checked Sep 16, 2026
20	Prime Capital Investment Advisors	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	201-500	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 16, 2026
21	Windward Private Wealth Management	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	1-10	12 contacts →
	Strong 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 16, 2026
22	V Wealth	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	12 contacts →
	Strong evidence “V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service.” Source: RevenueBase Database · checked Sep 16, 2026
23	ONE Advisory Partners	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	1-10	12 contacts →
	Partial 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 16, 2026
24	Ascend Wealth Management	Strong evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	1-10	12 contacts →
	Strong 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 16, 2026
25	Nvision Wealth	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	11-50	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 16, 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: wealth management companies. 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 management companies.
Partial evidence: Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management companies. 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 95 wealth management companies based in Overland Park, United States

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Wealth management companies based in Overland Park, United States at a glance

As of Sep 16, 2026

63.1%Verified-email coverage

51.7Average contacts per company

1-10Median size (employees)

502.1%Largest-city concentration · New York

Sep 16, 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 95 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 management companies, 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 “wealth management companies”. 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 management companies), 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 management companies, 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, 3,100 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 16, 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 management companies 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 wealth management companies, 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 management companies are there based in Overland Park, United States?

RevenueBase identified 95 wealth management companies 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 wealth management companies?

New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).

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 3,100 verified decision-maker contacts tracked across these 95 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 16, 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.