The RIA market has grown roughly 5x over the past decade and is now one of the fastest-moving allocator segments in U.S. fundraising. The challenge for investment firms hasn't changed: which RIAs actually allocate to outside managers, and which ones run money in-house and won't take your meeting?
Dakota's database of RIAs is built and updated by fundraisers to answer exactly that. We track more than 17,000 RIAs across the U.S., including nearly 7,000 wealth manager firms, with new firms added every week. Every profile is curated by hand, so RIAs that don't allocate externally are filtered out.
That saves your sales team hours of cold research and keeps the rest of the channel out of outreach they don't want.
Below are the 10 largest RIAs in Kansas City by AUM. Most fall into the mid-market band where fund managers tend to find the best traction.
For the full Kansas City dataset with verified contacts, book a demo of Dakota Marketplace.
Top 10 RIAs in Kansas City
AUM: $295.6B
Account Overview: Creative Planning Inc. is an RIA specializing in Multi Family Office services, headquartered at 5454 West 110th Street, Overland Park, KS, and operating within the Kansas City metro area. The firm acquired the Personal Financial Management unit from The Goldman Sachs Group, Inc. in 2023 and has expanded through multiple acquisitions, including the Doman Group in New York City and Telarray Advisors in Memphis, TN, which added $1 billion in AUM. Creative Planning also partners with Lockton Retirement Services, advising over $210 billion in assets.
The firm manages an AUM of approximately $295.6 billion. Its platform features a significant partnership with TD Ameritrade and substantial use of ETFs. Additionally, Creative Planning allocates considerable resources to alternative investments such as Real Estate, Private Equity, and unique income portfolios structured privately, which represent a key component of its investment approach.
AUM: $155B
Account Overview: OneDigital Investment Advisors is an RIA specializing in Multi Family Office services. The firm is located at 11101 Switzer Road Suite 200, Overland Park, KS, and operates within the Kansas City metro area. It functions as an SEC-registered investment adviser and is a wholly owned subsidiary of OneDigital. The firm has expanded through acquisitions, including six firms in 2022 and the 401(k) advisory and retirement plan servicing business of Huntington National Bank in April 2023.
OneDigital manages an AUM of approximately $155.4 billion. Its platform offers a comprehensive range of financial services aimed at enhancing employer retirement savings programs, wealth management, and financial wellness. These services encompass retirement plan consulting, executive benefits, personal financial planning, and wealth management.
AUM: $101.7B
Account Overview: The organization Resources Investment Advisors functions as a RIA, offering a hybrid model that encompasses both advisory and brokerage services. Situated at 4860 College Boulevard Suite 100, Overland Park, KS, the firm operates within the Kansas City metro area. With a focus on exploring alternative investments to fortify portfolio resilience and achieve superior returns, Resources Investment Advisors delves into private equity, real estate, and other non-traditional assets, employing a meticulous selection process and strategic allocation to capitalize on growth opportunities while managing risk. Resources Investment Advisors manages an impressive AUM of $101.68B, positioning itself as a significant player in the financial landscape. The firm's hybrid RIA structure allows for a diverse range of services, including brokerage through Triad Advisors. Notably, Resources Investment Advisors has been recognized for its hybrid advisor services by Investment Advisor, showcasing a commitment to innovation and client-focused strategies tailored to meet evolving market demands.
AUM: $98.6B
Account Overview: Mariner Wealth Advisors operates as a RIA with a focus on Multi Family Office services. The firm is headquartered at 5700 West 112th Street Suite 500, Overland Park, KS, and serves the Kansas City metro area. Founded in 2006, Mariner is dedicated to keeping the client at the center of its operations, offering a comprehensive suite of services that includes wealth planning, tax planning, and insurance. The firm continues to expand through acquisitions, including Goldfinch Wealth Management, which has $221 million in AUM.
Mariner Wealth Advisors manages a total AUM of $98.6B. The firm employs an open architecture framework, allowing for the integration of third-party managers and in-house solutions in portfolio construction. This approach enables the utilization of various investment vehicles, including individual securities, ETFs, mutual funds, separately managed accounts, and limited partnerships, tailored to meet client needs.
AUM: $49.8B
Account Overview: AE Wealth Management LLC operates as an RIA with a sub-type designation of TAMP. The firm is located at 2950 Southwest Mcclure Road Suite B, Topeka, KS, and serves clients within the Kansas City metro area. It is an SEC Registered Investment Adviser that collaborates with financial advisors nationwide to provide investment options and portfolio designs focused on risk management and volatility control, particularly appealing to retirees and pre-retirees aiming to conserve assets.
The firm manages an AUM of approximately $49.84 billion. AE Wealth Management offers a variety of alternative investments including private equity and separately managed accounts. Its platform emphasizes customized investment portfolios tailored to individual client goals, supported by a network of financial advisors who prioritize personalized financial plans, transparency, and open communication. The firm provides tools and resources to assist clients in taking control of their financial futures and matching them with appropriate advisors.
See every Kansas City RIA, not just the top 10. Dakota Marketplace gives you verified decision-maker contacts, allocation history, and ticket sizes for the full Kansas City RIA list, plus filters for AUM, structure, and asset class preferences. Book a demo.
AUM: $39.1B
Account Overview: Prime Capital Investment Advisors is an RIA specializing in Multi Family Office services, headquartered at 6201 College Boulevard, 7th Floor, Overland Park, KS, operating within the Kansas City metro area. The firm manages a substantial AUM of approximately $39.14 billion. It provides a comprehensive range of investment and financial services, including wealth management, retirement plan consulting, and financial wellness programs. Their wealth management offerings cover financial planning, investment management, estate planning, tax planning, and insurance services.
Prime Capital Investment Advisors manages $12 billion in assets across wealth management ($4 billion) and defined contribution plans ($8 billion). The firm pursues investment opportunities in small-cap value or growth sectors and emerging markets, emphasizing risk-adjusted returns over a rolling three-year period. Their evaluation criteria require managers to outperform respective indexes by 65-70% during this timeframe. Recent acquisitions include Earth Equity Advisors in Asheville, NC, and Cornerstone Comprehensive Wealth Management in Reno, NV, the latter noted for producing the TV show "Redefining Retirement."
AUM: $33.8B
Account Overview: Carson Wealth - Kansas City operates as a Registered Investment Advisor (RIA) located at 4400 West 109th Street Suite 250, Overland Park, KS, within the Kansas City metro area. The firm has undergone a rebranding from Integrated Wealth to Carson Wealth and holds an equity stake in the business.
The firm manages assets under management (AUM) totaling approximately $33.78 billion, reflecting its significant financial scope within the investment advisory sector.
AUM: $17B
Account Overview: FCI Advisors operates as a RIA with a focus on Multi Family Office services. The firm is headquartered at 5901 College Boulevard Suite 110, Overland Park, KS, and is associated with the Kansas City metro area. Established in 1966, FCI Advisors has developed a reputation for helping clients manage their financial goals through a combination of expertise and experience.
FCI Advisors manages an AUM of $17.03B. The firm offers a fee-only investment management platform that includes customized wealth planning, portfolio management, and institutional consulting services. Their investment strategies encompass both tactical and strategic asset allocation, alongside a variety of equity strategies designed to meet specific investment objectives.
AUM: $10.9B
Account Overview: Modern Wealth Management is a RIA specializing in Multi Family Office services. The firm is located at 13550 W. 95th Street, Lenexa, KS, and operates within the Kansas City metro area. It was launched by Gary Roth, Mike Capelle, and Jason Gordo with private equity backing from Crestview. In April 2023, the firm expanded by acquiring Barber Financial Group, which brought $1.5 billion in AUM and will continue to operate under the Modern Wealth brand.
The firm manages an AUM of approximately $10.9 billion. Its investment platform primarily utilizes model portfolios built with ETFs and mutual funds, while also providing access to alternative investments such as hedge funds, private equity, real estate funds, and REITs. Stephen Tuckwood serves as the Director of Investments and oversees the platform.
AUM: $9.75B
Account Overview: Forvis Mazars Private Client operates as a RIA with a focus on Multi Family Office services. The firm is located at 910 East St. Louis Street Suite 400, Springfield, MO, and serves the Kansas City metro area. It offers comprehensive wealth management, financial advisory, investment management, and retirement consulting services, leveraging the resources of Forvis Mazars, LLP to assist individuals, families, businesses, and nonprofits in achieving financial clarity and growth.
Forvis Mazars Private Client manages an AUM of $9.75B. The firm employs a multidisciplinary approach to develop integrated financial plans that address both near-term needs and long-term objectives. It provides tailored services for high-net-worth individuals and families, as well as investment consulting and compliance services for corporate retirement plans and other institutional clients.
Dakota Marketplace was built by fundraisers to solve the RIA channel's biggest problems: constant M&A, high decision-maker turnover, and figuring out which RIAs actually allocate to outside managers. We track more than 17,000 RIAs across the U.S., with deep coverage of Houston from Steward Global down to HUB Retirement and Wealth Management, every profile curated by hand with verified contacts, ticket sizes, and allocations.
For more, see our 5 key strategies to successfully raising money from RIAs or our piece on the most common objections fund managers raise.
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