Research Report · 2026-06-30
Institutional Registered Investment Advisers in the Midwest
SEC-registered investment advisers in the Midwest ranked by reported institutional client assets.
Firms
1,690
Total AUM
$16.55T
Median AUM
$572.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST INVESTMENTS, INCORPORATED | CHICAGO | 105780 | $1.25T | 662 | 2026-06-30 | → |
| 2 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | MILWAUKEE | 307865 | $323.08B | 246 | 2026-05-31 | → |
| 3 | NISA INVESTMENT ADVISORS, LLC | ST. LOUIS | 107313 | $343.89B | 417 | 2026-03-31 | → |
| 4 | PRINCIPAL GLOBAL INVESTORS, LLC | DES MOINES | 109002 | $427.71B | 1,394 | 2026-05-31 | → |
| 5 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | CHICAGO | 149156 | $267.16B | 262 | 2026-04-30 | → |
| 6 | GALLAGHER FIDUCIARY ADVISORS, LLC | ROLLING MEADOWS | 146509 | $194.82B | 235 | 2026-06-30 | → |
| 7 | U.S. BANCORP ASSET MANAGEMENT, INC. | MINNEAPOLIS | 111912 | $427.48B | 322 | 2026-03-31 | → |
| 8 | ONEDIGITAL INVESTMENT ADVISORS LLC | OVERLAND PARK | 106766 | $155.41B | 648 | 2026-04-30 | → |
| 9 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC | WEST DES MOINES | 321109 | $122.05B | 60 | 2026-03-31 | → |
| 10 | AON INVESTMENTS USA INC. | CHICAGO | 105596 | $150.99B | 255 | 2026-03-31 | → |
| 11 | CREATIVE PLANNING, LLC | OVERLAND PARK | 105348 | $295.57B | 1,650 | 2026-03-31 | → |
| 12 | PRINCIPAL REAL ESTATE INVESTORS, LLC | DES MOINES | 109008 | $105.65B | 477 | 2026-05-31 | → |
| 13 | PPM AMERICA, INC. | CHICAGO | 107269 | $93.79B | 217 | 2026-05-31 | → |
| 14 | FORT WASHINGTON INVESTMENT ADVISORS INC | CINCINNATI | 107126 | $93.47B | 157 | 2026-06-30 | → |
| 15 | MEEDER PUBLIC FUNDS, INC. | DUBLIN | 106816 | $70.16B | 77 | 2026-06-30 | → |
| 16 | GALLIARD CAPITAL MANAGEMENT, LLC | MINNEAPOLIS | 106487 | $80.27B | 89 | 2026-03-31 | → |
| 17 | FIDUCIENT ADVISORS LLC | CHICAGO | 106720 | $97.54B | 210 | 2026-03-31 | → |
| 18 | LSV ASSET MANAGEMENT | CHICAGO | 109918 | $104.25B | 45 | 2026-03-31 | → |
| 19 | AEGON USA INVESTMENT MANAGEMENT, LLC | CEDAR RAPIDS | 114537 | $88.80B | 217 | 2026-03-31 | → |
| 20 | ROBERT W. BAIRD & CO. INCORPORATED | MILWAUKEE | 8158 | $394.07B | 4,322 | 2026-04-30 | → |
| 21 | TOWERS WATSON INVESTMENT SERVICES, INC. | CHICAGO | 110473 | $62.67B | 239 | 2026-05-31 | → |
| 22 | WELLS FARGO CLEARING SERVICES, LLC | ST. LOUIS | 19616 | $671.42B | 18,895 | 2026-06-30 | → |
| 23 | MARQUETTE ASSOCIATES, INC. | CHICAGO | 21572 | $47.06B | 147 | 2026-05-31 | → |
| 24 | INVESCO CAPITAL MANAGEMENT LLC | DOWNERS GROVE | 125601 | $941.02B | 222 | 2026-03-31 | → |
| 25 | MEMBERS CAPITAL ADVISORS, INC. | MADISON | 105960 | $39.46B | 62 | 2026-03-31 | → |
| 26 | SECURIAN ASSET MANAGEMENT, INC. | ST PAUL | 109905 | $41.56B | 70 | 2026-03-31 | → |
| 27 | NUVEEN ASSET MANAGEMENT, LLC | CHICAGO | 155584 | $280.48B | 381 | 2026-03-31 | → |
| 28 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | CHICAGO | 111135 | $50.44B | 161 | 2026-06-30 | → |
| 29 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | MINNEAPOLIS | 107173 | $104.49B | 212 | 2026-05-31 | → |
| 30 | ARTISAN PARTNERS LIMITED PARTNERSHIP | MILWAUKEE | 150114 | $183.62B | 496 | 2026-03-31 | → |
| 31 | 40/86 ADVISORS, INC. | CARMEL | 107740 | $30.50B | 84 | 2026-04-30 | → |
| 32 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | KANSAS CITY | 105778 | $305.98B | 220 | 2026-03-31 | → |
| 33 | ADVANCED CAPITAL GROUP, INC. | MINNEAPOLIS | 109673 | $29.99B | 22 | 2026-03-31 | → |
| 34 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | CHICAGO | 173961 | $65.60B | 388 | 2026-04-30 | → |
| 35 | ASSET ALLOCATION & MANAGEMENT COMPANY, LLC | CHICAGO | 109875 | $27.49B | 49 | 2026-03-31 | → |
| 36 | AMERITAS INVESTMENT PARTNERS, INC. | LINCOLN | 109381 | $29.01B | 51 | 2026-03-31 | → |
| 37 | ASCENSION INVESTMENT MANAGEMENT, LLC | ST. LOUIS | 159767 | $40.83B | 27 | 2026-01-31 | → |
| 38 | CFI PARTNERS, LLC | CHICAGO | 139531 | $26.31B | 47 | 2026-03-31 | → |
| 39 | ONEAMERICA ASSET MANAGEMENT, LLC | INDIANAPOLIS | 165929 | $24.42B | 37 | 2026-03-31 | → |
| 40 | SCOUT INVESTMENTS, INC. | KANSAS CITY | 111787 | $36.57B | 53 | 2026-05-31 | → |
| 41 | FUND EVALUATION GROUP, LLC | CINCINNATI | 121658 | $23.86B | 136 | 2026-03-31 | → |
| 42 | HIGHLAND CONSULTING ASSOCIATES INC. | CLEVELAND | 109834 | $21.93B | 28 | 2026-03-31 | → |
| 43 | FOCUS PARTNERS WEALTH, LLC | ST. LOUIS | 159289 | $181.86B | 1,915 | 2026-04-30 | → |
| 44 | CIBC PRIVATE WEALTH ADVISORS, INC. | CHICAGO | 109644 | $67.84B | 610 | 2026-06-30 | → |
| 45 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | OAKBROOK TERRACE | 150091 | $21.29B | 23 | 2025-07-31 | → |
| 46 | HIGHTOWER ADVISORS, LLC | CHICAGO | 145323 | $198.58B | 1,983 | 2026-05-31 | → |
| 47 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | ST LOUIS | 793 | $197.53B | 6,478 | 2026-06-30 | → |
| 48 | CONSTELLATION INVESTMENTS, INC. | MONTGOMERY | 107528 | $31.48B | 45 | 2026-03-31 | → |
| 49 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | OVERLAND PARK | 288712 | $39.14B | 460 | 2026-06-30 | → |
| 50 | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | ST. LOUIS | 11025 | $252.25B | 4,047 | 2026-06-30 | → |
| 51 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | CINCINNATI | 161853 | $21.32B | 25 | 2026-03-31 | → |
| 52 | TOWNSEND HOLDINGS LLC | CLEVELAND | 160006 | $19.64B | 110 | 2026-03-31 | → |
| 53 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | MILWAUKEE | 307169 | $16.25B | 38 | 2026-05-31 | → |
| 54 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | CHICAGO | 107775 | $26.46B | 149 | 2026-03-31 | → |
| 55 | MAI CAPITAL MANAGEMENT, LLC | CLEVELAND | 109807 | $52.10B | 562 | 2026-05-31 | → |
| 56 | HARRIS ASSOCIATES LP | CHICAGO | 106960 | $109.48B | 221 | 2026-03-31 | → |
| 57 | EDWARD D. JONES & CO., L.P. | ST. LOUIS | 250 | $1.01T | 36,317 | 2026-06-30 | → |
| 58 | M&G INVESTMENTS (USA) INC. | CHICAGO | 305254 | $14.32B | 47 | 2026-03-31 | → |
| 59 | AMERIPRISE FINANCIAL SERVICES, LLC | MINNEAPOLIS | 6363 | $660.47B | 14,056 | 2026-06-30 | → |
| 60 | SEGALL BRYANT & HAMILL, LLC | CHICAGO | 106505 | $22.64B | 161 | 2026-06-30 | → |
| 61 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | CHICAGO | 159377 | $40.33B | 177 | 2026-03-31 | → |
| 62 | DEVENIR INVESTMENT ADVISORS, LLC | BLOOMINGTON | 132824 | $12.99B | 11 | 2026-03-31 | → |
| 63 | YOUSIF CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | 312511 | $14.73B | 17 | 2026-03-31 | → |
| 64 | SIT FIXED INCOME ADVISORS II, LLC | MINNEAPOLIS | 108271 | $14.97B | 73 | 2026-06-30 | → |
| 65 | CLEARSTEAD ADVISORS, LLC | CLEVELAND | 105674 | $33.88B | 280 | 2026-03-31 | → |
| 66 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | CHICAGO | 108031 | $87.82B | 267 | 2026-03-31 | → |
| 67 | ORION PORTFOLIO SOLUTIONS, LLC | OMAHA | 107975 | $64.84B | 305 | 2026-06-30 | → |
| 68 | BRICKTOWN CAPITAL LLC | DETROIT | 319290 | $11.67B | 33 | 2026-03-31 | → |
| 69 | WILLIAM BLAIR & COMPANY L.L.C. | CHICAGO | 1252 | $64.28B | 492 | 2026-03-31 | → |
| 70 | CETERA INVESTMENT ADVISERS LLC | SCHAUMBURG | 105644 | $256.81B | 10,251 | 2026-06-30 | → |
| 71 | RREEF AMERICA L.L.C. | CHICAGO | 109596 | $34.34B | 175 | 2026-05-31 | → |
| 72 | ANTARES CAPITAL ADVISERS LLC | CHICAGO | 281998 | $47.39B | 466 | 2026-03-31 | → |
| 73 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | CLEVELAND | 286002 | $12.76B | 93 | 2026-03-31 | → |
| 74 | MCQUEEN FINANCIAL ADVISORS II, INC. | CLAWSON | 109325 | $10.09B | 50 | 2026-03-31 | → |
| 75 | MARINER, LLC | OVERLAND PARK | 140195 | $125.41B | 1,889 | 2026-03-31 | → |
| 76 | BLUE OWL REAL ESTATE CAPITAL LLC | CHICAGO | 165132 | $67.88B | 130 | 2026-05-31 | → |
| 77 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | CINCINNATI | 171615 | $9.68B | 9 | 2026-02-28 | → |
| 78 | HECK CAPITAL ADVISORS, LLC | RHINELANDER | 143848 | $11.31B | 30 | 2026-03-31 | → |
| 79 | NATIONWIDE ASSET MANAGEMENT, LLC | COLUMBUS | 143668 | $15.19B | 212 | 2026-03-31 | → |
| 80 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH | 116407 | $122.19B | 1,700 | 2026-06-30 | → |
| 81 | GREGORY J. SCHWARTZ & CO., INC. | BLOOMFIELD HILLS | 7294 | $10.49B | 30 | 2026-03-31 | → |
| 82 | DRIEHAUS CAPITAL MANAGEMENT LLC | CHICAGO | 105757 | $26.12B | 82 | 2026-05-31 | → |
| 83 | INTELLICENTS INVESTMENT SOLUTIONS INC | ALBERT LEA | 107498 | $9.92B | 80 | 2026-06-30 | → |
| 84 | BOYD WATTERSON ASSET MANAGEMENT, LLC | CLEVELAND | 107808 | $18.81B | 140 | 2026-03-31 | → |
| 85 | MADISON INVESTMENT ADVISORS, LLC | MADISON | 110297 | $13.84B | 92 | 2026-03-31 | → |
| 86 | HAYS FINANCIAL GROUP, LLC | MINNEAPOLIS | 306877 | $7.45B | 12 | 2026-03-31 | → |
| 87 | GC ADVISORS LLC | CHICAGO | 148687 | $177.85B | 1,035 | 2026-06-30 | → |
| 88 | CORIENT PRIVATE WEALTH LLC | MIAMI | 319448 | $165.25B | 1,537 | 2026-03-31 | → |
| 89 | ARIEL INVESTMENTS, LLC | CHICAGO | 108211 | $12.78B | 109 | 2026-04-30 | → |
| 90 | GREAT LAKES ADVISORS, LLC | CHICAGO | 110757 | $16.16B | 84 | 2026-05-31 | → |
| 91 | JOHNSON WEALTH INC. | MILWAUKEE | 125557 | $10.35B | 142 | 2026-03-31 | → |
| 92 | BAHL & GAYNOR INC | CINCINNATI | 106139 | $20.99B | 79 | 2026-02-28 | → |
| 93 | SAVANT CAPITAL, LLC | ROCKFORD | 107271 | $49.57B | 659 | 2026-04-30 | → |
| 94 | MAINSTREET INVESTMENT ADVISORS LLC | CHICAGO | 146615 | $5.86B | 26 | 2026-03-31 | → |
| 95 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | ST. LOUIS | 143319 | $36.41B | 309 | 2026-03-31 | → |
| 96 | OASIS INVESTMENT STRATEGIES LLC | CHICAGO | 152957 | $5.73B | 10 | 2026-03-31 | → |
| 97 | PLANPILOT, LLC | CHICAGO | 160319 | $5.58B | 15 | 2026-02-28 | → |
| 98 | SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | CARMEL | 288623 | $6.18B | 45 | 2026-03-31 | → |
| 99 | ADAMS STREET PARTNERS, LLC | CHICAGO | 109358 | $66.49B | 318 | 2026-06-30 | → |
| 100 | ORG PORTFOLIO MANAGEMENT LLC | BEACHWOOD | 130198 | $6.38B | 22 | 2026-03-31 | → |
Related Lists
Sleeve1,690 firms · 2026-06-30