Research Report · 2026-06-30
Largest Registered Investment Advisers in Kansas
Kansas SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
135
Total AUM
$827.99B
Median AUM
$490.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | CABIN ADVISORS, LLC | OVERLAND PARK | 312547 | $220.2M | 15 | 2026-03-31 | → |
| 102 | IFS ADVISORS, LLC | OVERLAND PARK | 147518 | $213.8M | 8 | 2026-05-31 | → |
| 103 | CORNERSTONE SECURITIES LLC | OVERLAND PARK | 140379 | $210.0M | 10 | 2026-04-30 | → |
| 104 | PETROVIC FINANCIAL SOLUTIONS LLC | PRAIRIE VILLAGE | 273039 | $203.5M | 3 | 2025-03-31 | → |
| 105 | INVISOR FINANCIAL LLC | SENECA | 174890 | $198.5M | 4 | 2026-02-28 | → |
| 106 | SCHWARZ INVESTMENT PARTNERS | SILVER LAKE | 113556 | $184.9M | 3 | 2026-05-31 | → |
| 107 | FREESTATE ADVISORS LLC | OVERLAND PARK | 145800 | $181.8M | 9 | 2026-01-31 | → |
| 108 | BALANCED FINANCIAL PLANNING, INC. | OVERLAND PARK | 128161 | $181.3M | 3 | 2026-02-28 | → |
| 109 | COLLABORATIVE PORTFOLIO MANAGEMENT, LLC | OVERLAND PARK | 332929 | $178.7M | 4 | 2026-03-31 | → |
| 110 | GLASS LAKES CAPITAL MANAGEMENT LLC | OVERLAND PARK | 290064 | $178.3M | 2 | 2026-06-30 | → |
| 111 | CAPITAL PORTFOLIO MANAGEMENT L.L.C. | TOPEKA | 127372 | $175.2M | 5 | 2025-02-28 | → |
| 112 | SJHL FINANCIAL SERVICES, LLC | MCPHERSON | 285946 | $174.5M | 12 | 2026-06-30 | → |
| 113 | DOUGLASS INVESTMENT GROUP LLC | WICHITA | 331223 | $173.6M | 3 | 2026-03-31 | → |
| 114 | PROACTIVE CAPITAL MANAGEMENT, INC. | TOPEKA | 297791 | $170.7M | 3 | 2026-01-31 | → |
| 115 | THE ETF STORE, INC. | OVERLAND PARK | 148229 | $168.2M | 6 | 2026-03-31 | → |
| 116 | CURTIS CAPITAL ADVISORS, LLC | OVERLAND PARK | 330835 | $165.5M | 2 | 2026-06-30 | → |
| 117 | RPR FINANCIAL ADVISORS LLC | OVERLAND PARK | 316557 | $162.1M | 4 | 2026-02-28 | → |
| 118 | QUANTUM FINANCIAL PARTNERS LLC | OVERLAND PARK | 138112 | $148.6M | 9 | 2026-06-30 | → |
| 119 | DAVIS FINANCIAL MANAGEMENT, INC. | OVERLAND PARK | 143410 | $144.6M | 1 | 2026-03-31 | → |
| 120 | RSG INVESTMENTS LLC | OVERLAND PARK | 323527 | $140.5M | 25 | 2026-03-31 | → |
| 121 | SILVERHAWK CAPITAL PARTNERS, LLC | OVERLAND PARK | 161678 | $137.2M | 5 | 2026-03-31 | → |
| 122 | BERKELEY CAPITAL MANAGEMENT, LLC | ELLSWORTH | 149229 | $128.5M | 5 | 2026-03-31 | → |
| 123 | KONZA GLOBAL ADVISORY, LLC | OVERLAND PARK | 331692 | $125.2M | 2 | 2026-05-31 | → |
| 124 | CASTLEBAR ASSET MANAGEMENT, LLC | OVERLAND PARK | 162231 | $122.5M | 4 | 2026-05-31 | → |
| 125 | KOMPASS KAPITAL ADVISORS, LLC | OVERLAND PARK | 335041 | $116.6M | 2 | 2026-03-31 | → |
| 126 | ACCESS CAPITAL, LLC | WICHITA | 327013 | $105.6M | 2 | 2026-03-31 | → |
| 127 | ECOFIN ADVISORS, LLC | OVERLAND PARK | 309902 | $94.5M | 2 | 2025-03-31 | → |
| 128 | PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC | MISSION WOODS | 324817 | $77.2M | 76 | 2026-03-31 | → |
| 129 | 9 STREAM CAPITAL PARTNERS LLC | LEAWOOD | 340394 | $73.9M | 3 | 2026-03-31 | → |
| 130 | ALLOS INVESTMENT ADVISORS, LLC | OVERLAND PARK | 155541 | $73.6M | 9 | 2026-05-31 | → |
| 131 | CENTRALIS CAPITAL LLC | PRAIRIE VILLAGE | 305897 | $60.3M | 2 | 2025-12-31 | → |
| 132 | M3SIXTY CAPITAL, LLC | FAIRWAY | 323764 | $28.7M | 6 | 2026-05-31 | → |
| 133 | MARINER WEALTH ADVISORS-PR, LLC | OVERLAND PARK | 329377 | $2.2M | 1 | 2025-03-31 | → |
| 134 | CCM NEW OPPORTUNITIES, LLC | MERRIAM | 301887 | $1.3M | 4 | 2026-03-31 | → |
| 135 | ONEDIGITAL ASSET MANAGEMENT, LLC | OVERLAND PARK | 320608 | $762,310 | 3 | 2026-04-30 | → |
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