Tracked deals
11
11 tracked deals across 2019-2026.
Wealth Management Buyers & Acquisitions in Kansas
Buyer mix
Mixed buyer set
7 strategic · 4 pe
Top trend
Volume peaked in 2026
4 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Creative Planning has repeatedly expanded in Kansas through acquisitions (e.g., Edmonds Duncan RIA, Sunrise Advisors) and minority investment support from TPG Capital.
- Platform growth shows up in both full deals and structured investments, including Cetera Holdings acquiring TRPG and earlier minority stakes in Creative Planning.
- Advisor-team rollups are a prominent path to scale, such as Wealth Enhancement acquiring an advisor team (The Archer Team) and Merit Financial Advisors adding an RIA wealth division.
- Kansas transactions frequently emphasize wealth-management + planning services integration, including coordination with tax planning for high-net-worth clients and business owners.
- Geographic clustering is centered in Kansas metro areas, especially Overland Park/Leawood and Wichita, reflected across multiple transactions.
| Firm type seen in Kansas | Examples from the deals |
|---|---|
| Acquires RIAs | Creative Planning, Cetera Holdings, Wealth Enhancement, Merit Financial Advisors, Prime Capital Financial |
| Minority growth investors | TPG Capital, General Atlantic, LNC Partners, Emigrant Partners |
| Advisor-team transfers | Wealth Enhancement acquiring advisor team from TFB Advisors |
| Integration with planning | Partnerships tied to tax planning and expanded planning services |
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Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| General Atlantic | 2 | Global growth investor providing minority capital and str... | PE |
| Cetera Holdings | 1 | Holding company of Cetera Financial Group; operates a nat... | Strategic (PE-backed) |
| Creative Planning | 1 | Independent wealth management firm providing financial pl... | Strategic |
| Creative Planning, Inc. | 1 | Independent wealth management firm providing financial pl... | Strategic |
| Emigrant Partners | 1 | Specialist minority capital and advice partner making non... | Mixed |
| LNC Partners | 1 | Licensed Small Business Investment Company providing debt... | PE |
| Merit Financial Advisors | 1 | National wealth management firm and RIA supporting indepe... | Strategic (PE-backed) |
| Prime Capital Financial | 1 | Independent wealth management and financial planning firm... | Strategic |
| TPG Capital | 1 | Global alternative asset manager investing across private... | PE |
| The Retirement Planning Group (TRPG) | 1 | Wealth management / RIA platform offering holistic financ... | Strategic |
Acquisition Volume in Wealth Management in Kansas by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Prime Capital Financial
- Target
- Access Capital
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
Prime Capital Financial acquired Access Capital, strengthening its presence in Wichita, Kansas. The firm also added financial advisor Sean Spencer as part of the transaction to expand wealth management and financial planning services for business owners, families, and individuals.
-
- Buyer
- Emigrant Partners
- Target
- Keen Wealth Advisors
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Growth capital
Emigrant Partners announced a strategic minority (non-voting) investment in Keen Wealth Advisors, an Overland Park, Kansas-based independent RIA managing $1.3 billion in assets. Keen will continue to operate independently with no changes to its leadership, advisory staff, or client service model, using the capital to accelerate growth and invest in team, technology, and client experience.
-
- Buyer
- Wealth Enhancement
- Target
- TFB Advisors (advisor team)
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
Wealth Enhancement announced it acquired an advisor team from TFB Advisors based in Overland Park, Kansas. The team—six advisors and four support staff, led by Josh Selzer and others—manages more than $1.2 billion in client assets and will operate as The Archer Team at Wealth Enhancement.
-
January 20, 2026
- Buyer
- Merit Financial Advisors
- Target
- SSC Wealth LLC
- Seller
- SSC CPAs + Advisors
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
Merit Financial Advisors has acquired SSC Wealth LLC, the wealth management division of SSC CPAs + Advisors, adding approximately $259.6 million in AUM and transferring the advisory business, assets, and four employees to Merit. The deal formalizes a strategic partnership between Merit and SSC CPAs + Advisors to deepen coordination between wealth management and advanced tax planning for high-net-worth clients and business owners.
-
- Buyer
- Creative Planning
- Target
- Edmonds Duncan Registered Investment Advisors
- Seller
- Edmonds Duncan Registered Investment Advisors, Jason Edmonds, Don Duncan
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
Creative Planning has acquired Lawrence, Kansas-based Edmonds Duncan Registered Investment Advisors, with the deal closing October 1 and six Edmonds Duncan employees joining Creative Planning. The acquisition adds roughly $550 million of AUM and expands Creative Planning's presence in Kansas while enabling Edmonds Duncan clients to access Creative Planning's broader suite of planning, investment, tax, trust and estate services.
-
September 30, 2024
- Buyer
- TPG Capital, General Atlantic
- Target
- Creative Planning
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Growth capital
TPG Capital has made a substantial minority growth investment in Creative Planning, a leading independent wealth management firm, joining existing investor General Atlantic. Terms were not disclosed; Creative Planning CEO Peter Mallouk will remain in place and retain a majority stake. The capital will support continued expansion and enhancement of the firm's wealth-management and planning-led service offerings.
-
February 21, 2024
- Buyer
- The Retirement Planning Group (TRPG)
- Target
- Dightman Capital Group, Inc.
- Seller
- Brian Dightman
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Addon
The Retirement Planning Group (TRPG), a Cetera-backed wealth management platform headquartered in Leawood, Kansas, has acquired 100% of the assets of Dightman Capital Group, Inc., an RIA based in Overland Park, Kansas. Owner Brian Dightman becomes a W‑2 advisor at TRPG as part of TRPG’s ongoing M&A strategy to integrate independent advisors and expand its assets and client base.
-
- Buyer
- Cetera Holdings
- Target
- The Retirement Planning Group, LLC
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
Cetera Holdings, the holding company of Cetera Financial Group, has acquired The Retirement Planning Group, LLC (TRPG), an independent RIA headquartered in Leawood, Kansas. TRPG manages approximately $1.4 billion in AUM across about 1,825 client accounts, has ~40 employees (including 14 advisors), and will join Cetera’s advisor network to expand its wealth-management capabilities and advisor affiliations.
-
June 23, 2020
- Buyer
- Creative Planning, Inc.
- Target
- Sunrise Advisors, Inc.
- Seller
- Dave Scott, Sam Scott, David Walsh
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
Creative Planning, an independent wealth management firm based in Overland Park, Kansas, acquired Sunrise Advisors, a Leawood, Kansas-based registered investment adviser managing approximately $700 million in AUM. The deal brings Sunrise’s advisors and clients into Creative Planning’s platform to expand its Kansas City presence and add wealth management capabilities and talent.
-
February 7, 2020
- Buyer
- General Atlantic
- Target
- Creative Planning
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Growth capital
General Atlantic, a global growth equity firm, has made a strategic minority investment in Creative Planning. Creative Planning CEO Peter Mallouk will remain CEO and retain a majority controlling stake; financial terms were not disclosed. The investment is positioned to support Creative Planning's continued expansion of its wealth management platform (Creative Planning manages approximately $50 billion AUM and ~650 employees across 27 offices).
-
- Buyer
- LNC Partners
- Target
- Prime Capital Investment Advisors, LLC
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Growth capital
LNC Partners completed a strategic minority growth investment in Prime Capital Investment Advisors (PCIA) to support the firm’s continued expansion and acquisition strategy. PCIA, headquartered in Overland Park, Kansas, is a full-service wealth management and retirement plan advisory firm with roughly $11 billion in client assets and a multi-office footprint across the U.S.
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Frequently Asked Questions
Which Kansas locations appear most often in these wealth management deals?
The transactions repeatedly reference Kansas metro areas such as Overland Park and Leawood, with additional activity in Wichita.
Do these Kansas deals focus only on acquiring entire firms?
No. The page includes both full acquisitions and minority growth investments, as well as advisor-team transfers into larger wealth management platforms.
What kinds of services are emphasized in these acquisitions?
Many deals highlight wealth management and planning-led services, including coordination with advanced tax planning for high-net-worth clients and business owners.
Can target leadership or operations continue after a minority investment?
In the minority investment deals described here, the target’s leadership and client service model are noted as continuing—for example, Keen Wealth Advisors was expected to keep operating independently after Emigrant Partners’ non-voting investment.
Related Acquisition Pages
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Private Equity-Backed Wealth Management Buyers
Wealth Management Acquisitions in 2026
Wealth Management Acquisitions in 2024
Wealth Management Acquisitions in 2023
Wealth Management Acquisitions in 2020
Wealth Management Acquisitions in 2019
Acquisitions in Kansas
Private Equity-Backed Acquisitions in Kansas
Acquisitions in Kansas in 2026
Acquisitions in Kansas in 2024