# Prevail Innovative Wealth Advisors, LLC
Source: https://planprovider.pro/provider/prevail-innovative-wealth-advisors-llc

> Founded in 2017, Prevail Innovative Wealth Advisors, LLC uses a “Financial Board of Directors” team model that it says “flies in the face of conventional wea…

Retirement Plan Advisor

Leawood, KS

## About Prevail Innovative Wealth Advisors, LLC

<p>Founded in 2017, Prevail Innovative Wealth Advisors, LLC uses a “Financial Board of Directors” team model that it says “flies in the face of conventional wealth management.” The firm is an SEC-registered investment advisor based in Leawood, Kansas, in the Kansas City metro area.</p>

<p>Prevail works with high-net-worth individuals and business owners, and it also supports employers and committees tied to corporate-sponsored retirement plans. For organizations looking at plan support, the firm operates as a <a href="/plan-advisors">plan advisor</a> and helps connect retirement plan decisions to broader financial planning goals.</p>

<p>Services include investment management, tax-free strategies, and real estate investment opportunities, along with financial planning focused on building and growing wealth. As of 2026, the firm reports $0.8B in assets under management and has 26 employees.</p>

<p>What sets Prevail apart is its board-style, team-based structure, which brings multiple perspectives to client planning rather than a single-advisor approach.</p>

<ul>
<li>SEC-registered investment advisory firm</li>
<li>Team-based “Financial Board of Directors” planning model</li>
<li>Investment management and financial planning</li>
<li>Tax-free strategies and real estate investment opportunities</li>
<li>Support for corporate-sponsored retirement plans, including 401(k) plan relationships</li>
</ul>

Website: [https://prevailiws.com/](https://prevailiws.com/)

Founded: 2017

Employees: 26

## Office Locations

- Leawood, KS (Headquarters)

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $815.4M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN|BROWN & BROWN, INC., FL|$1.8B|12,393|

| DIRECT RESPONSE INSURANCE ADMINISTRATIVE SERVICES, INC. PROFIT SHARING 401K PLAN & TRUST|DRIASI, MN|$17M|98|

| ALLIANCE MARKETING LLC 401(K) PROFIT SHARING PLAN & TRUST|ALLIANCE MARKETING LLC, TN|$7M|121|

| SMILE LODGE RETIREMENT PLAN|MCDONNELL AND MCMAHON PEDIATRIC DENTISTRY, PLLC, NY|$7M|125|

| TED WIENS TIRE AND AUTO CENTER 401(K) RETIREMENT PLAN|SOUTHERN NEVADA TBA SUPPLY CO., INC., NV|$5M|129|

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- [Normandy Investment Advisors](https://planprovider.pro/provider/normandy-investment-advisors) - Leawood, KS

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

- [Agh Wealth Advisors, LLC](https://planprovider.pro/provider/agh-wealth-advisors-llc) - Wichita, KS

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