# Financial advisors in Overland Park, KS > AdvisorCensus lists 119 investment advisory firms with a principal office in Overland Park, Kansas (part of the Kansas City metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Kansas City metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/kansas-city/overland-park/page/3 ## At a glance - Investment advisory firms: 119 - Registration: SEC-registered investment adviser: 74, State-registered investment adviser: 41, Exempt reporting adviser: 4 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 33 (29%); Percentage of assets 102 (89%); Hourly charges 56 (49%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 76 (66%); Commissions 3 (3%); Performance-based fees 9 (8%); Other 22 (19%); No compensation arrangements reported 4 - Regulatory assets under management (Item 5.F): Under $25 million 19 (16%); $25 million to $100 million 17 (14%); $100 million to $500 million 37 (31%); $500 million to $1 billion 11 (9%); $1 billion to $5 billion 14 (12%); Over $5 billion 8 (7%); Not reported 13 (11%) - Years registered: Under 5 years 40 (34%); 5 to 9 years 23 (19%); 10 to 19 years 33 (28%); 20 years or more 22 (18%); Not reported 1 (1%) ## Firms (page 3 of 3, 101 to 119 of 119, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Steffes Financial, Ltd](https://advisorcensus.com/firm/steffes-financial-ltd-overland-park-ks-134530) ([md](https://advisorcensus.com/firm/steffes-financial-ltd-overland-park-ks-134530.md)) | 134530 | Overland Park, KS | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly | | [Stepp & Rothwell Inc](https://advisorcensus.com/firm/stepp-and-rothwell-inc-overland-park-ks-107999) ([md](https://advisorcensus.com/firm/stepp-and-rothwell-inc-overland-park-ks-107999.md)) | 107999 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee | | [Stewardship Wealth Management](https://advisorcensus.com/firm/stewardship-wealth-management-overland-park-ks-144338) ([md](https://advisorcensus.com/firm/stewardship-wealth-management-overland-park-ks-144338.md)) | 144338 | Overland Park, KS | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee | | [Storyone Family Office](https://advisorcensus.com/firm/storyone-family-office-overland-park-ks-331394) ([md](https://advisorcensus.com/firm/storyone-family-office-overland-park-ks-331394.md)) | 331394 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Sunesis Advisors, LLC](https://advisorcensus.com/firm/sunesis-advisors-llc-overland-park-ks-159114) ([md](https://advisorcensus.com/firm/sunesis-advisors-llc-overland-park-ks-159114.md)) | 159114 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee | | [Tax Advantage Advisors, Inc.](https://advisorcensus.com/firm/tax-advantage-advisors-inc-overland-park-ks-143426) ([md](https://advisorcensus.com/firm/tax-advantage-advisors-inc-overland-park-ks-143426.md)) | 143426 | Overland Park, KS | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Other | | [TFB Advisors, LLC](https://advisorcensus.com/firm/tfb-advisors-llc-overland-park-ks-321870) ([md](https://advisorcensus.com/firm/tfb-advisors-llc-overland-park-ks-321870.md)) | 321870 | Overland Park, KS | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Subscription, Fixed fee | | [Tortoise Capital Advisors, L.L.C.](https://advisorcensus.com/firm/tortoise-capital-advisors-l-l-c-overland-park-ks-123711) ([md](https://advisorcensus.com/firm/tortoise-capital-advisors-l-l-c-overland-park-ks-123711.md)) | 123711 | Overland Park, KS | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Performance fee | | [Trinity Capital Management, LLC](https://advisorcensus.com/firm/trinity-capital-management-llc-overland-park-ks-140946) ([md](https://advisorcensus.com/firm/trinity-capital-management-llc-overland-park-ks-140946.md)) | 140946 | Overland Park, KS | State-registered investment adviser | $25 million to $100 million | 15 | % of assets | | [Triune Financial Partners, LLC](https://advisorcensus.com/firm/triune-financial-partners-llc-overland-park-ks-152277) ([md](https://advisorcensus.com/firm/triune-financial-partners-llc-overland-park-ks-152277.md)) | 152277 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee | | [Two West Capital Advisors LLC](https://advisorcensus.com/firm/two-west-capital-advisors-llc-overland-park-ks-154543) ([md](https://advisorcensus.com/firm/two-west-capital-advisors-llc-overland-park-ks-154543.md)) | 154543 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee | | [TYR Capital Advisors, LLC](https://advisorcensus.com/firm/tyr-capital-advisors-llc-overland-park-ks-326208) ([md](https://advisorcensus.com/firm/tyr-capital-advisors-llc-overland-park-ks-326208.md)) | 326208 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee | | [UMB Private Wealth Management, LLC](https://advisorcensus.com/firm/umb-private-wealth-management-llc-overland-park-ks-306374) ([md](https://advisorcensus.com/firm/umb-private-wealth-management-llc-overland-park-ks-306374.md)) | 306374 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee | | [Waterfront Wealth Inc.](https://advisorcensus.com/firm/waterfront-wealth-inc-overland-park-ks-173220) ([md](https://advisorcensus.com/firm/waterfront-wealth-inc-overland-park-ks-173220.md)) | 173220 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee | | [Wealth Partners Corporation](https://advisorcensus.com/firm/wealth-partners-corporation-overland-park-ks-129201) ([md](https://advisorcensus.com/firm/wealth-partners-corporation-overland-park-ks-129201.md)) | 129201 | Overland Park, KS | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee | | [Wealth Renovators, LLC](https://advisorcensus.com/firm/wealth-renovators-llc-overland-park-ks-148524) ([md](https://advisorcensus.com/firm/wealth-renovators-llc-overland-park-ks-148524.md)) | 148524 | Overland Park, KS | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Other | | [Windward Private Wealth Management Inc.](https://advisorcensus.com/firm/windward-private-wealth-management-inc-overland-park-ks-113761) ([md](https://advisorcensus.com/firm/windward-private-wealth-management-inc-overland-park-ks-113761.md)) | 113761 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee | | [World Class Unlimited, Inc.](https://advisorcensus.com/firm/world-class-unlimited-inc-overland-park-ks-164706) ([md](https://advisorcensus.com/firm/world-class-unlimited-inc-overland-park-ks-164706.md)) | 164706 | Overland Park, KS | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee | | [Yukon Wealth Management, Inc.](https://advisorcensus.com/firm/yukon-wealth-management-inc-overland-park-ks-109413) ([md](https://advisorcensus.com/firm/yukon-wealth-management-inc-overland-park-ks-109413.md)) | 109413 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Other | - Previous page: https://advisorcensus.com/advisors/mo/kansas-city/overland-park/page/2.md ## Questions people ask **How many financial advisory firms are there in Overland Park, KS?** AdvisorCensus lists 119 investment advisory firms with a principal office in Overland Park, Kansas (part of the Kansas City metro area), from Form ADV filings as of October 2026: 74 SEC-registered, 41 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Overland Park, KS?** 33 of the 119 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed. **How many financial advisors in Overland Park, KS offer financial planning?** 85 of the 115 firms in Overland Park, KS that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports. **Are the financial advisors in Overland Park, KS fiduciaries?** Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 33 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck. **Does AdvisorCensus rate, verify, or recommend these firms?** No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content. **What does regulatory assets under management mean?** Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality. ## Related pages - [Financial advisors in Missouri](https://advisorcensus.com/advisors/mo) (https://advisorcensus.com/advisors/mo.md) - [Financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city) (https://advisorcensus.com/advisors/mo/kansas-city.md) - [Fee-only financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/fee-only) (https://advisorcensus.com/advisors/mo/kansas-city/fee-only.md) - [Flat-fee financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/flat-fee) (https://advisorcensus.com/advisors/mo/kansas-city/flat-fee.md) - [Hourly financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/hourly) (https://advisorcensus.com/advisors/mo/kansas-city/hourly.md) - [Financial advisors for pre-retirees in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/pre-retirees) (https://advisorcensus.com/advisors/mo/kansas-city/pre-retirees.md) - [Financial advisors for retirees in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/retirees) (https://advisorcensus.com/advisors/mo/kansas-city/retirees.md) - [Financial advisors in Leawood, KS](https://advisorcensus.com/advisors/mo/kansas-city/leawood) (https://advisorcensus.com/advisors/mo/kansas-city/leawood.md) - [Financial advisors in St. Louis](https://advisorcensus.com/advisors/mo/st-louis) (https://advisorcensus.com/advisors/mo/st-louis.md) - [Financial advisors in Springfield](https://advisorcensus.com/advisors/mo/springfield) (https://advisorcensus.com/advisors/mo/springfield.md) - [Financial advisors in Columbia](https://advisorcensus.com/advisors/mo/columbia) (https://advisorcensus.com/advisors/mo/columbia.md) - [Financial advisors in Jefferson City](https://advisorcensus.com/advisors/mo/jefferson-city) (https://advisorcensus.com/advisors/mo/jefferson-city.md) - [Financial advisors in Joplin](https://advisorcensus.com/advisors/mo/joplin) (https://advisorcensus.com/advisors/mo/joplin.md) - [Financial advisors in Cape Girardeau](https://advisorcensus.com/advisors/mo/cape-girardeau) (https://advisorcensus.com/advisors/mo/cape-girardeau.md) - [Financial advisors in St. Joseph](https://advisorcensus.com/advisors/mo/st-joseph) (https://advisorcensus.com/advisors/mo/st-joseph.md) Cite as: AdvisorCensus. Financial advisors in Overland Park, KS: 119 firms from Form ADV filings as of October 2026.