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RIAs / Top RIAs by city

Top 25 RIAs in Overland Park, KS.

The largest wealth management firms headquartered in Overland Park, by regulatory assets under management, from their SEC filings. 87 wealth-management RIAs are based here, managing $472.68B in all.

#FirmAUMIndividual clientsAdvisorsMain custodianFiling since
1$295.57B87,0511,538Schwab2012 or earlier
2$125.41B54,583933Schwab2012 or earlier
3$9.57B16,100150LPL Financial2016
4$7.34B4,261106Schwab2019
5$6.25B22,064203Schwab2015
6$2.54B12,362123Pershing2013
7$1.76B1,66815Raymond James2024
8$1.52B77011Schwab2012 or earlier
9$1.48B153Schwab2012 or earlier
10$1.27B2,18931Schwab2016
11$1.23B1,01430Schwab2014
12$1.15B1,2139Fidelity2017
13$1.14B7929Wells Fargo2015
14$1.06B33910Schwab2012 or earlier
15$952M63512Schwab2016
16$931.1M1,81924LPL Financial2017
17$900.4M97318Fidelity2021
18$840.2M1,32619AssetMark2022
19$739.8M3508Schwab2012 or earlier
20$668.3M3298Schwab2012 or earlier
21$665.2M3788Schwab2012 or earlier
22$611.5M2183Schwab2012 or earlier
23$566.1M9319Schwab2015
24$514M1859Schwab2012 or earlier
25$467.4M912Schwab2012 or earlier

Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Kansas.