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 | |
|---|---|---|---|---|---|---|---|
| 201 | OSAIC FA, INC. | FORT WAYNE | 3978 | $37.13B | 1,607 | 2025-01-31 | → |
| 202 | AXIA ADVISORY CORP | INDIANAPOLIS | 107571 | $1.88B | 4 | 2026-05-31 | → |
| 203 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | PEPPER PIKE | 150488 | $7.51B | 69 | 2026-04-30 | → |
| 204 | CHOREO, LLC | ROCKFORD | 111221 | $19.14B | 232 | 2026-03-31 | → |
| 205 | NEXT CENTURY GROWTH INVESTORS LLC | PLYMOUTH | 108978 | $1.52B | 9 | 2026-03-31 | → |
| 206 | EMBREE FINANCIAL GROUP | CHICAGO | 108233 | $2.64B | 19 | 2026-02-28 | → |
| 207 | MODERN WEALTH MANAGEMENT, LLC | KANSAS CITY | 324624 | $10.90B | 253 | 2026-04-30 | → |
| 208 | ROBINSON CAPITAL MANAGEMENT, LLC | GROSSE POINTE FARMS | 166182 | $1.54B | 10 | 2026-02-28 | → |
| 209 | PIPER SANDLER & CO. | MINNEAPOLIS | 665 | $1.28B | 1,402 | 2026-03-31 | → |
| 210 | MAGNETAR FINANCIAL LLC | EVANSTON | 136045 | $26.23B | 198 | 2026-03-31 | → |
| 211 | THRIVENT FINANCIAL FOR LUTHERANS | MINNEAPOLIS | 115785 | $128.73B | 4,220 | 2026-06-30 | → |
| 212 | HAUSER RETIREMENT SOLUTIONS 2 LLC | CINCINNATI | 299959 | $1.21B | 5 | 2026-04-30 | → |
| 213 | FIDUCIARY COUNSELLING INC | ST PAUL | 104753 | $10.06B | 87 | 2026-03-31 | → |
| 214 | HEITMAN CAPITAL MANAGEMENT LLC | CHICAGO | 105480 | $6.09B | 280 | 2026-03-31 | → |
| 215 | BLACK LAKE INVESTMENTS LLC | WAYZATA | 334605 | $1.19B | 5 | 2026-04-30 | → |
| 216 | 1834 INVESTMENT ADVISORS CO. | MILWAUKEE | 105435 | $2.20B | 45 | 2026-04-30 | → |
| 217 | RIVERBRIDGE PARTNERS LLC | MINNEAPOLIS | 108074 | $5.03B | 46 | 2026-03-31 | → |
| 218 | PLANCORP, LLC | SAINT LOUIS | 106599 | $9.94B | 97 | 2026-05-31 | → |
| 219 | FINANCIAL COUNSELORS INC | OVERLAND PARK | 106398 | $1.47B | 22 | 2026-03-31 | → |
| 220 | MAIRS AND POWER INC | ST. PAUL | 110351 | $12.14B | 60 | 2026-04-30 | → |
| 221 | DEARBORN PARTNERS L.L.C. | CHICAGO | 108147 | $2.74B | 24 | 2026-03-31 | → |
| 222 | STRATOS WEALTH PARTNERS, LTD | BEACHWOOD | 153184 | $18.65B | 618 | 2026-06-30 | → |
| 223 | SIT INVESTMENT ASSOCIATES, INC | MINNEAPOLIS | 105725 | $3.54B | 73 | 2026-06-30 | → |
| 224 | JAG CAPITAL MANAGEMENT LLC | ST. LOUIS | 159227 | $1.90B | 21 | 2026-05-31 | → |
| 225 | CRESSET ASSET MANAGEMENT, LLC | CHICAGO | 288566 | $78.94B | 496 | 2026-05-31 | → |
| 226 | HEITMAN REAL ESTATE SECURITIES LLC | CHICAGO | 107134 | $1.82B | 141 | 2026-03-31 | → |
| 227 | MIDWEST CAPITAL ADVISORS, LLC | GRAND RAPIDS | 125389 | $1.36B | 11 | 2026-05-31 | → |
| 228 | AARON WEALTH ADVISORS LLC | CHICAGO | 298079 | $4.29B | 16 | 2026-05-31 | → |
| 229 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | CHICAGO | 337770 | $4.42B | 130 | 2026-03-31 | → |
| 230 | VENTURE VISIONARY PARTNERS LLC | SYLVANIA | 304237 | $5.24B | 46 | 2026-03-31 | → |
| 231 | 50 SOUTH CAPITAL ADVISORS, LLC | CHICAGO | 174762 | $16.07B | 68 | 2026-03-31 | → |
| 232 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | LIBERTYVILLE | 304290 | $1.05B | 20 | 2026-03-31 | → |
| 233 | PANDI, LLC | KANSAS CITY | 330112 | $1.38B | 20 | 2026-03-31 | → |
| 234 | PHILLIPS FINANCIAL MANAGEMENT, LLC | FORT WAYNE | 131344 | $2.64B | 32 | 2026-03-31 | → |
| 235 | IRONVINE CAPITAL PARTNERS, LLC | OMAHA | 168892 | $1.14B | 5 | 2026-05-31 | → |
| 236 | RANDOLPH CO INC | CINCINNATI | 104868 | $1.08B | 6 | 2026-03-31 | → |
| 237 | STEELE CAPITAL MANAGEMENT, INC. | DUBUQUE | 107097 | $3.55B | 15 | 2026-03-31 | → |
| 238 | PERFORMANCE WEALTH PARTNERS, LLC | HINSDALE | 311735 | $4.09B | 15 | 2026-06-30 | → |
| 239 | MAREN CAPITAL LLC | CHICAGO | 319626 | $2.08B | 6 | 2026-04-30 | → |
| 240 | AVIOR WEALTH MANAGEMENT, LLC | OMAHA | 148674 | $6.46B | 170 | 2026-04-30 | → |
| 241 | MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. | CHICAGO | 112084 | $6.94B | 19 | 2026-06-30 | → |
| 242 | GEOWEALTH MANAGEMENT LLC | CHICAGO | 148222 | $17.57B | 88 | 2026-03-31 | → |
| 243 | LUTZ FINANCIAL SERVICES, LLC | OMAHA | 117273 | $3.19B | 22 | 2026-03-31 | → |
| 244 | HEARD CAPITAL LLC | CHICAGO | 297176 | $2.40B | 10 | 2026-04-30 | → |
| 245 | GREENROCK RESEARCH, INC. | CHICAGO | 131825 | $863.9M | 6 | 2026-03-31 | → |
| 246 | PROVIDENT TRUST COMPANY | WAUKESHA | 110118 | $6.86B | 12 | 2026-04-30 | → |
| 247 | SJS INVESTMENT CONSULTING INC | SYLVANIA | 107219 | $2.94B | 25 | 2026-06-30 | → |
| 248 | SUNFLOWER WEALTH ADVISORS LLC | SALINA | 269963 | $812.8M | 3 | 2026-03-31 | → |
| 249 | ATIVO CAPITAL MANAGEMENT, LLC | CHICAGO | 125303 | $862.7M | 8 | 2026-03-31 | → |
| 250 | SCHECHTER INVESTMENT ADVISORS, LLC | BIRMINGHAM | 169114 | $3.94B | 30 | 2025-04-30 | → |
| 251 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | BLOOMFIELD HILLS | 121560 | $2.58B | 19 | 2026-03-31 | → |
| 252 | KRILOGY FINANCIAL LLC | ST. LOUIS | 149046 | $5.20B | 103 | 2026-03-31 | → |
| 253 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | ST. LOUIS | 146936 | $15.66B | 736 | 2026-03-31 | → |
| 254 | FORVIS MAZARS WEALTH ADVISORS, LLC | SPRINGFIELD | 110905 | $9.75B | 123 | 2026-03-31 | → |
| 255 | GC OPAL ADVISORS LLC | CHICAGO | 289425 | $124.30B | 1,087 | 2026-06-30 | → |
| 256 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | AKRON | 117756 | $32.24B | 424 | 2026-06-30 | → |
| 257 | INNOVATIVE PORTFOLIOS LLC | INDIANAPOLIS | 281382 | $784.6M | 14 | 2025-03-31 | → |
| 258 | IDR INVESTMENT MANAGEMENT, LLC | INDEPENDENCE | 286208 | $10.19B | 15 | 2026-03-31 | → |
| 259 | TAIBER, KOSMALA & ASSOCIATES, LLC | CHICAGO | 161703 | $716.7M | 18 | 2026-03-31 | → |
| 260 | TFO WEALTH PARTNERS, LLC | MAUMEE | 124407 | $5.66B | 67 | 2026-04-30 | → |
| 261 | HI-LINE CAPITAL MANAGEMENT, LLC | WATERTOWN | 149522 | $756.6M | 5 | 2026-04-30 | → |
| 262 | RIVERVIEW RESEARCH, LLC | INDEPENDENCE | 162318 | $990.8M | 3 | 2026-03-31 | → |
| 263 | ALPHA INVESTMENT CONSULTING GROUP, LLC | MILWAUKEE | 139721 | $713.6M | 8 | 2026-03-31 | → |
| 264 | SFAM, LLC | ELMHURST | 145026 | $896.5M | 6 | 2026-03-31 | → |
| 265 | TRIBUTARY CAPITAL MANAGEMENT, LLC | OMAHA | 112528 | $1.90B | 19 | 2026-04-30 | → |
| 266 | DEAN CAPITAL MANAGEMENT, LLC | OVERLAND PARK | 145666 | $1.15B | 6 | 2026-06-30 | → |
| 267 | FOSTER GROUP, INC. | WEST DES MOINES | 107148 | $4.78B | 93 | 2026-03-31 | → |
| 268 | BPS WEALTH ADVISORS, INC. | CANFIELD | 106249 | $1.08B | 5 | 2026-04-30 | → |
| 269 | AMI INVESTMENT MANAGEMENT INC | KENDALLVILLE | 106321 | $963.6M | 6 | 2026-03-31 | → |
| 270 | COMPASS CAPITAL MANAGEMENT INC | MINNEAPOLIS | 107823 | $2.56B | 20 | 2026-03-31 | → |
| 271 | CLARKSTON CAPITAL PARTNERS, LLC | ROCHESTER | 143456 | $1.71B | 21 | 2026-03-31 | → |
| 272 | CALAMOS WEALTH MANAGEMENT LLC | NAPERVILLE | 143490 | $5.48B | 51 | 2026-04-30 | → |
| 273 | GLOBAL FINANCIAL GROUP ADVISORS LLC | GRAND RAPIDS | 166251 | $739.4M | 5 | 2026-03-31 | → |
| 274 | STONEBRIDGE CAPITAL ADVISORS LLC | ST. PAUL | 111447 | $2.52B | 31 | 2026-03-31 | → |
| 275 | INNOVATIVE CAPITAL ADVISORS, LLC | CHICAGO | 161281 | $619.5M | 7 | 2026-01-31 | → |
| 276 | KABOUTER MANAGEMENT, LLC | CHICAGO | 153099 | $992.5M | 15 | 2026-03-31 | → |
| 277 | OPUS CAPITAL GROUP, LLC | CINCINNATI | 106528 | $1.51B | 7 | 2026-03-31 | → |
| 278 | C2P CAPITAL ADVISORY GROUP, LLC | WESTLAKE | 156480 | $4.39B | 244 | 2026-03-31 | → |
| 279 | ASSET CONSULTING GROUP, LLC | CLAYTON | 107574 | $1.10B | 50 | 2026-03-31 | → |
| 280 | SUMMIT CREEK ADVISORS, LLC | MINNEAPOLIS | 135496 | $650.9M | 7 | 2026-03-31 | → |
| 281 | AMERITAS ADVISORY SERVICES, LLC | LINCOLN | 317245 | $13.75B | 797 | 2026-03-31 | → |
| 282 | PERMANENT CAPITAL MANAGEMENT, LP | CHICAGO | 328318 | $768.9M | 10 | 2026-04-30 | → |
| 283 | U.S. BANCORP INVESTMENTS, INC. | SAINT PAUL | 17868 | $22.94B | 2,148 | 2026-03-31 | → |
| 284 | MATSON MONEY, INC. | MASON | 110425 | $24.33B | 69 | 2026-05-31 | → |
| 285 | SPECTRUM INVESTMENT ADVISORS, INC. | MEQUON | 108669 | $1.06B | 27 | 2026-03-31 | → |
| 286 | CRUMLY AND ASSOCIATES, INCORPORATED | SPRINGFIELD | 168998 | $1.18B | 12 | 2026-06-30 | → |
| 287 | INTEGRITY ALLIANCE, LLC | URBANDALE | 139627 | $5.41B | 400 | 2026-05-31 | → |
| 288 | DORSEY ASSET MANAGEMENT LLC | CHICAGO | 169056 | $1.45B | 10 | 2026-03-31 | → |
| 289 | KERBERROSE WEALTH MANAGEMENT, LLC | SHAWANO | 168787 | $1.16B | 13 | 2026-03-31 | → |
| 290 | AE WEALTH MANAGEMENT, LLC | TOPEKA | 282580 | $49.84B | 630 | 2026-06-30 | → |
| 291 | THE CENTRAL TRUST BANK | JEFFERSON CITY | 149262 | $554.1M | 4 | 2026-03-31 | → |
| 292 | ANNEX ADVISORY SERVICES, LLC | BROOKFIELD | 127987 | $8.05B | 151 | 2026-04-30 | → |
| 293 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | ELMHURST | 109701 | $5.74B | 155 | 2026-03-31 | → |
| 294 | PORT CAPITAL LLC | CHICAGO | 206517 | $2.85B | 13 | 2026-02-28 | → |
| 295 | DONALDSON CAPITAL MANAGEMENT LLC | EVANSVILLE | 106131 | $3.46B | 68 | 2026-04-30 | → |
| 296 | THE FINANCIAL RESOURCE CENTER, INC. | CARMEL | 316747 | $642.5M | 5 | 2026-03-31 | → |
| 297 | BOS ASSET MANAGEMENT, LLC | SPRINGFIELD | 310632 | $933.2M | 11 | 2026-04-30 | → |
| 298 | ALLOCATOR SOLUTIONS, LLC | ST LOUIS | 337300 | $513.5M | 1 | 2026-03-31 | → |
| 299 | CINCINNATI ASSET MANAGEMENT INC | CINCINNATI | 104946 | $2.53B | 15 | 2026-03-31 | → |
| 300 | CONFLUENCE INVESTMENT MANAGEMENT LLC | SAINT LOUIS | 146019 | $6.72B | 55 | 2026-03-31 | → |
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