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 | |
|---|---|---|---|---|---|---|---|
| 301 | FINANCIAL ADVISORY CORPORATION | GRAND RAPIDS | 105472 | $1.10B | 14 | 2026-02-28 | → |
| 302 | PHD CONSULTING LLC | OVERLAND PARK | 304989 | $506.2M | 5 | 2026-03-31 | → |
| 303 | US AGRICULTURE, LLC | CARMEL | 282576 | $759.1M | 14 | 2026-03-31 | → |
| 304 | MARKS GROUP WEALTH MANAGEMENT, INC. | MINNETONKA | 148679 | $2.02B | 14 | 2026-03-31 | → |
| 305 | ACR ALPINE CAPITAL RESEARCH, LLC | ST. LOUIS | 110933 | $10.79B | 35 | 2026-06-30 | → |
| 306 | ACCEL WEALTH MANAGEMENT LLC | WAVERLY | 286201 | $1.15B | 19 | 2026-03-31 | → |
| 307 | ANDERSON HOAGLAND & CO | ST LOUIS | 105157 | $1.43B | 8 | 2026-02-28 | → |
| 308 | STRATEGIES WEALTH ADVISORS, LLC | GRAND RAPIDS | 289913 | $3.29B | 31 | 2026-04-30 | → |
| 309 | MUTUAL ADVISORS, LLC | OMAHA | 167658 | $8.55B | 208 | 2026-06-30 | → |
| 310 | DOVER PARTNERS INC | DAYTON | 105133 | $508.6M | 4 | 2026-03-31 | → |
| 311 | TWELE CAPITAL MANAGEMENT, INC. | MINNETONKA | 130239 | $578.5M | 4 | 2026-01-31 | → |
| 312 | TRUEPOINT, INC. | CINCINNATI | 105664 | $6.39B | 103 | 2026-03-31 | → |
| 313 | MERITAGE PORTFOLIO MANAGEMENT, INC. | OVERLAND PARK | 107177 | $2.42B | 18 | 2026-02-28 | → |
| 314 | WHEELER RETIREMENT PLANS LLC | DULUTH | 327889 | $618.1M | 2 | 2026-01-31 | → |
| 315 | WEA FINANCIAL ADVISORS, INC. | MADISON | 144919 | $507.8M | 4 | 2026-04-30 | → |
| 316 | MEDIQUS ASSET ADVISORS INC | CHICAGO | 107694 | $1.46B | 11 | 2026-03-31 | → |
| 317 | GATEWAY INVESTMENT ADVISERS, LLC | CINCINNATI | 146681 | $11.59B | 28 | 2026-04-30 | → |
| 318 | MGO ONE SEVEN LLC | BEACHWOOD | 283087 | $7.72B | 264 | 2026-04-30 | → |
| 319 | CEDAR STREET ASSET MANAGEMENT LLC | CHICAGO | 285814 | $938.4M | 11 | 2026-03-31 | → |
| 320 | SAGE CAPITAL ADVISORS, LLC | SIOUX FALLS | 136577 | $629.8M | 8 | 2025-09-30 | → |
| 321 | WELL DONE, LLC | HOLLAND | 173736 | $2.00B | 26 | 2026-03-31 | → |
| 322 | QBOX FIDUCIARY SOLUTIONS, LLC | FORT WAYNE | 167622 | $429.2M | 2 | 2026-03-31 | → |
| 323 | NUANCE INVESTMENTS, LLC | KANSAS CITY | 148534 | $984.3M | 11 | 2026-01-31 | → |
| 324 | CLEARWATER CAPITAL ADVISORS, LLC | HOFFMAN ESTATES | 139886 | $1.68B | 23 | 2026-05-31 | → |
| 325 | DIVERSIFIED FINANCIAL ADVISORS, LLC | TOWN AND COUNTRY | 118261 | $585.9M | 3 | 2026-03-31 | → |
| 326 | ECIO, INC. | MADISON | 301432 | $395.6M | 8 | 2026-06-30 | → |
| 327 | OPEROSE ADVISORS LLC | MILWAUKEE | 287465 | $2.04B | 20 | 2026-03-31 | → |
| 328 | THRIVENT INVESTMENT MANAGEMENT INC. | MINNEAPOLIS | 18387 | $20.77B | 3,901 | 2026-04-30 | → |
| 329 | DMKC ADVISORY SERVICES, LLC | DES MOINES | 145112 | $902.5M | 13 | 2026-03-31 | → |
| 330 | TRADITION WEALTH MANAGEMENT LLC | EDINA | 128314 | $2.60B | 32 | 2026-06-30 | → |
| 331 | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO | 147662 | $7.47B | 73 | 2026-03-31 | → |
| 332 | PARK CAPITAL MANAGEMENT, LLC | MADISON | 158965 | $868.0M | 9 | 2026-03-31 | → |
| 333 | MAINSTREET RIA LLC | O'FALLON | 309150 | $446.4M | 3 | 2026-02-28 | → |
| 334 | POSTROCK PARTNERS LLC | OVERLAND PARK | 328865 | $489.1M | 5 | 2026-05-31 | → |
| 335 | MAINSTAY CAPITAL MANAGEMENT, LLC | GRAND BLANC | 109528 | $4.84B | 33 | 2026-04-30 | → |
| 336 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | MILWAUKEE | 107003 | $1.44B | 9 | 2026-03-31 | → |
| 337 | HAMILTON CAPITAL, LLC | COLUMBUS | 109116 | $4.94B | 90 | 2026-04-30 | → |
| 338 | MURRAY FINANCIAL GROUP, LLC | ALBERT LEA | 157626 | $1.55B | 17 | 2026-02-28 | → |
| 339 | OCTAVIA WEALTH ADVISORS LLC | CINCINNATI | 306909 | $2.15B | 45 | 2026-06-30 | → |
| 340 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | CHICAGO | 157073 | $18.56B | 282 | 2026-03-31 | → |
| 341 | CARLSON CAPITAL MANAGEMENT, LLC | NORTHFIELD | 281544 | $3.81B | 78 | 2025-03-31 | → |
| 342 | WALTER & KEENAN WEALTH MANAGEMENT, LLC | SOUTH BEND | 104838 | $983.3M | 7 | 2026-03-31 | → |
| 343 | HARBOUR INVESTMENTS, INC. | MADISON | 19258 | $9.60B | 232 | 2026-06-30 | → |
| 344 | AEGON USA REALTY ADVISORS, LLC | CEDAR RAPIDS | 286438 | $394.5M | 178 | 2026-03-31 | → |
| 345 | CAPITAL MANAGEMENT ASSOCIATES INC | MINNEAPOLIS | 105010 | $1.88B | 17 | 2026-03-31 | → |
| 346 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | BLOOMFIELD HILLS | 319062 | $3.99B | 25 | 2026-03-31 | → |
| 347 | RETIRERIGHT, LLC | WEST DES MOINES | 300925 | $561.1M | 5 | 2026-03-31 | → |
| 348 | BUSEY CAPITAL MANAGEMENT, INC. | URBANA | 128044 | $493.8M | 22 | 2026-03-31 | → |
| 349 | THURSTON SPRINGER ADVISORS, LLC | INDIANAPOLIS | 299201 | $3.68B | 93 | 2025-11-30 | → |
| 350 | CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC | DUBLIN | 119695 | $588.7M | 6 | 2026-03-31 | → |
| 351 | CAMBIENT FAMILY OFFICE, LLC | ADA | 335128 | $857.9M | 6 | 2026-03-31 | → |
| 352 | CAMBRIDGE ADVISORS INC | OMAHA | 104851 | $693.5M | 6 | 2026-03-31 | → |
| 353 | LJI WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 145399 | $1.37B | 13 | 2026-03-31 | → |
| 354 | CREATIVEONE WEALTH, LLC | OVERLAND PARK | 281213 | $6.25B | 222 | 2026-05-31 | → |
| 355 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | WAYZATA | 119436 | $505.0M | 4 | 2026-03-31 | → |
| 356 | ADVISORY RESEARCH INC | CHICAGO | 108254 | $991.3M | 14 | 2026-03-31 | → |
| 357 | INTEGRATED INVESTMENT CONSULTANTS, LLC | BLOOMFIELD HILLS | 175299 | $1.08B | 10 | 2026-04-30 | → |
| 358 | PINION INVESTMENT ADVISORS, LLC | WICHITA | 114556 | $837.1M | 12 | 2026-05-31 | → |
| 359 | VALEO FINANCIAL ADVISORS, LLC | CARMEL | 127132 | $12.96B | 178 | 2026-04-30 | → |
| 360 | NORRIS PERNE & FRENCH LLP | GRAND RAPIDS | 104683 | $2.69B | 18 | 2026-03-31 | → |
| 361 | THE LEUTHOLD GROUP, LLC | MINNEAPOLIS | 105826 | $1.17B | 17 | 2026-03-31 | → |
| 362 | INVST, LLC | INDIANAPOLIS | 282863 | $1.57B | 65 | 2026-04-30 | → |
| 363 | ASSET ALLOCATION STRATEGIES, LLC | FARMINGTON | 152339 | $1.02B | 45 | 2026-03-31 | → |
| 364 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | OMAHA | 311364 | $2.19B | 34 | 2026-06-30 | → |
| 365 | DAHRING | CUSMANO LLC | NOVI | 301236 | $781.4M | 18 | 2026-03-31 | → |
| 366 | DS INVESTMENT ADVISORS | GRAND RAPIDS | 319351 | $386.1M | 4 | 2026-03-31 | → |
| 367 | BROWNSON, REHMUS & FOXWORTH, INC. | CHICAGO | 110608 | $4.79B | 26 | 2026-03-31 | → |
| 368 | PRISM FINANCIAL GROUP, L.L.C. | OVERLAND PARK | 112315 | $1.70B | 9 | 2025-02-28 | → |
| 369 | UNION HERITAGE CAPITAL | DETROIT | 309768 | $295.2M | 3 | 2026-03-31 | → |
| 370 | ARCHFORD CAPITAL STRATEGIES, LLC | SWANSEA | 164482 | $1.49B | 45 | 2026-04-30 | → |
| 371 | VICTORY PARK CAPITAL ADVISORS, LLC | CHICAGO | 161079 | $3.65B | 60 | 2026-03-31 | → |
| 372 | TRIUNE FINANCIAL PARTNERS, LLC | OVERLAND PARK | 152277 | $1.52B | 24 | 2026-03-31 | → |
| 373 | MARINER PLATFORM SOLUTIONS, LLC | OVERLAND PARK | 305418 | $7.34B | 161 | 2026-06-30 | → |
| 374 | ACCESS FINANCIAL GROUP, INC. | CHICAGO | 33065 | $302.3M | 6 | 2026-03-31 | → |
| 375 | INVESTMENT PROFESSIONALS, LLC | WAUNAKEE | 282495 | $311.0M | 4 | 2026-03-31 | → |
| 376 | PRINCIPAL SECURITIES, INC. | DES MOINES | 1137 | $17.02B | 1,464 | 2026-03-31 | → |
| 377 | WEITZ INVESTMENT MANAGEMENT, INC. | OMAHA | 105088 | $8.08B | 36 | 2026-03-31 | → |
| 378 | VIVALDI CAPITAL MANAGEMENT LP | CHICAGO | 160150 | $5.64B | 68 | 2026-04-30 | → |
| 379 | KAVAR CAPITAL PARTNERS GROUP, LLC | LEAWOOD | 311744 | $1.58B | 6 | 2026-03-31 | → |
| 380 | MCDONALD PARTNERS LLC | CLEVELAND | 135414 | $1.28B | 29 | 2026-06-30 | → |
| 381 | SECURITY FINANCIAL SERVICES, INC. | FORT WAYNE | 122050 | $1.34B | 16 | 2026-03-31 | → |
| 382 | G2 CAPITAL MANAGEMENT, LLC | COLUMBUS | 286521 | $756.5M | 6 | 2026-03-31 | → |
| 383 | CREATIVEONE SECURITIES, LLC | OVERLAND PARK | 152974 | $2.54B | 196 | 2026-05-31 | → |
| 384 | DAYMARK WEALTH PARTNERS, LLC | CINCINNATI | 320878 | $5.04B | 40 | 2026-02-28 | → |
| 385 | SOUDERS FINANCIAL ADVISORS, LLC | CINCINNATI | 296780 | $1.41B | 21 | 2026-03-31 | → |
| 386 | CRESCENT GROVE ADVISORS, LLC | LAKE FOREST | 170912 | $5.50B | 34 | 2026-03-31 | → |
| 387 | ADAPTIVE FINANCIAL CONSULTING, LLC | BEACHWOOD | 288185 | $547.1M | 8 | 2026-03-31 | → |
| 388 | NORTH STAR ASSET MANAGEMENT INC | NEENAH | 106489 | $3.35B | 19 | 2026-05-31 | → |
| 389 | SERENITY INVESTMENT ADVISORS LLC | CHICAGO | 307924 | $513.6M | 7 | 2026-05-31 | → |
| 390 | THE O'DELL GROUP, LLC | CINCINNATI | 119850 | $803.3M | 15 | 2025-03-31 | → |
| 391 | STEFFES FINANCIAL, LTD | OVERLAND PARK | 134530 | $611.5M | 4 | 2026-02-28 | → |
| 392 | WINDSOR ADVISORY GROUP, LLC | COLUMBUS | 122266 | $2.92B | 22 | 2026-03-31 | → |
| 393 | CYPRESS CAPITAL WEALTH MANAGEMENT, LLC | ANN ARBOR | 312340 | $330.2M | 4 | 2026-03-31 | → |
| 394 | FIFTH THIRD SECURITIES, INC. | CINCINNATI | 628 | $10.92B | 13,533 | 2026-06-30 | → |
| 395 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | LOMBARD | 309050 | $1.09B | 12 | 2026-03-31 | → |
| 396 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | LEAWOOD | 288641 | $931.8M | 41 | 2026-04-30 | → |
| 397 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | INDIANAPOLIS | 107660 | $2.32B | 14 | 2026-03-31 | → |
| 398 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | OVERLAND PARK | 283824 | $9.57B | 174 | 2026-05-31 | → |
| 399 | CM WEALTH ADVISORS LLC | BEACHWOOD | 119467 | $3.60B | 24 | 2026-03-31 | → |
| 400 | PROVIDENCE FINANCIAL ADVISORS, LLC | OVERLAND PARK | 124839 | $428.1M | 5 | 2026-02-28 | → |
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