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 | |
|---|---|---|---|---|---|---|---|
| 401 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | SOUTHFIELD | 323718 | $242.8M | 17 | 2025-09-30 | → |
| 402 | MANAGED ASSET PORTFOLIOS, LLC | ROCHESTER | 109574 | $1.27B | 22 | 2026-03-31 | → |
| 403 | MCMILL WEALTH INC | NORFOLK | 129015 | $862.3M | 50 | 2026-03-31 | → |
| 404 | CAPITAL INVESTMENT SERVICES OF AMERICA INC | MILWAUKEE | 110639 | $1.31B | 9 | 2025-12-31 | → |
| 405 | KEEBECK PARTNERS, LLC | CHICAGO | 297496 | $2.03B | 9 | 2026-03-31 | → |
| 406 | MBE WEALTH MANAGEMENT, LLC | TOMAH | 165516 | $977.1M | 18 | 2026-02-28 | → |
| 407 | ASYMMETRIC CAPITAL MANAGEMENT, LLC. | WAYZATA | 285739 | $231.2M | 0 | 2026-03-31 | → |
| 408 | SPEECE THORSON CAPITAL GROUP INC | MINNETONKA | 106052 | $469.0M | 4 | 2026-03-31 | → |
| 409 | LFL ADVISERS, LLC | EVANSTON | 163963 | $506.8M | 3 | 2026-03-31 | → |
| 410 | HARTLINE INVESTMENT CORP. | WINNETKA | 106923 | $935.5M | 6 | 2026-03-31 | → |
| 411 | KORNITZER CAPITAL MANAGEMENT, INC. | MISSION | 111087 | $6.49B | 41 | 2026-06-30 | → |
| 412 | ASA MANAGED ACCOUNT MANAGERS LLC | MINNEAPOLIS | 162855 | $1.12B | 1 | 2026-06-30 | → |
| 413 | SIGMA PLANNING CORPORATION | ANN ARBOR | 110692 | $6.10B | 471 | 2026-05-31 | → |
| 414 | WEALTH ALLIANCE ADVISORY GROUP, LLC | WICHITA | 290329 | $978.6M | 7 | 2026-06-30 | → |
| 415 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | GLEN CARBON | 157998 | $791.8M | 9 | 2026-03-31 | → |
| 416 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | EDINA | 117962 | $2.03B | 34 | 2026-04-30 | → |
| 417 | DISCRETIONARY MANAGEMENT SERVICES, LLC | OVERLAND PARK | 145851 | $228.4M | 22 | 2026-03-31 | → |
| 418 | EKON ADVISORS, LLC | ST. LOUIS | 281039 | $219.8M | 3 | 2026-03-31 | → |
| 419 | ARGENT CAPITAL MANAGEMENT LLC | CLAYTON | 107930 | $3.99B | 23 | 2026-03-31 | → |
| 420 | GUIDANCE INVESTMENT ADVISORS, LLC | ELKHART | 154644 | $307.6M | 5 | 2025-03-31 | → |
| 421 | FIRST HEARTLAND CONSULTANTS, INC. | LAKE ST. LOUIS | 110377 | $2.09B | 96 | 2026-03-31 | → |
| 422 | NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC | LAKE FOREST | 130132 | $572.6M | 4 | 2026-03-31 | → |
| 423 | ROBERTS, GLORE & CO. | DEERFIELD | 109792 | $938.4M | 7 | 2026-03-31 | → |
| 424 | MITCHELL CAPITAL MANAGEMENT CO | LEAWOOD | 106338 | $847.3M | 11 | 2026-03-31 | → |
| 425 | RETIREMENT PLANS, INC. | WESTERVILLE | 286214 | $224.9M | 6 | 2026-03-31 | → |
| 426 | IRON HORSE WEALTH MANAGEMENT, LLC | JOHNSTON | 165164 | $532.8M | 7 | 2025-06-30 | → |
| 427 | ANDERSON FINANCIAL STRATEGIES, LLC | DAYTON | 290343 | $402.1M | 7 | 2026-03-31 | → |
| 428 | ANCORA PRIVATE WEALTH ADVISORS, LLC | CLEVELAND | 124845 | $3.90B | 53 | 2026-04-30 | → |
| 429 | PETTINGA FINANCIAL ADVISORS, LLC | EVANSVILLE | 156369 | $1.28B | 11 | 2026-06-30 | → |
| 430 | DAGCO, INC. | WESTLAKE | 106950 | $628.7M | 8 | 2026-02-28 | → |
| 431 | THE ABBIT MANAGEMENT CORP | GRAND HAVEN | 110507 | $252.3M | 7 | 2025-08-31 | → |
| 432 | AI ALPHA LLC | GRAND RAPIDS | 334908 | $200.0M | 3 | 2026-04-30 | → |
| 433 | STUDIO INVESTMENT MANAGEMENT, LLC | CHICAGO | 158489 | $903.0M | 9 | 2026-03-31 | → |
| 434 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | LANSING | 26455 | $228.7M | 20 | 2026-03-31 | → |
| 435 | SMITH MOORE & CO. | CLAYTON | 3441 | $2.37B | 65 | 2026-03-31 | → |
| 436 | WINSLOW ASSET MANAGEMENT INC | BEACHWOOD | 106337 | $626.7M | 6 | 2026-03-31 | → |
| 437 | ALL STAR FINANCIAL LLC | MINNEAPOLIS | 323765 | $881.7M | 14 | 2026-02-28 | → |
| 438 | AGH WEALTH ADVISORS, LLC | WICHITA | 146796 | $456.3M | 6 | 2026-03-31 | → |
| 439 | DUNCKER, STREETT & CO., LLC | ST. LOUIS | 110828 | $707.3M | 5 | 2026-05-31 | → |
| 440 | OAK ASSOCIATES LTD | AKRON | 108874 | $1.78B | 8 | 2026-03-31 | → |
| 441 | MONETARY MANAGEMENT GROUP INC | ST LOUIS | 110284 | $492.3M | 6 | 2026-01-31 | → |
| 442 | PEARSON CREEK CAPITAL MANAGEMENT LLC | CHICAGO | 160354 | $284.8M | 1 | 2026-03-31 | → |
| 443 | ADAMSBROWN WEALTH CONSULTANTS LLC | WICHITA | 308410 | $1.12B | 22 | 2026-02-28 | → |
| 444 | CX INSTITUTIONAL, LLC | AUBURN | 292627 | $4.46B | 130 | 2026-03-31 | → |
| 445 | STRONG TOWER ADVISORY SERVICES LLC | MINNEAPOLIS | 315106 | $759.2M | 9 | 2026-02-28 | → |
| 446 | BERNARDI ASSET MANAGEMENT, LLC | NORTHFIELD | 120110 | $331.0M | 22 | 2025-11-30 | → |
| 447 | VESTOR CAPITAL, LLC | CHICAGO | 165855 | $2.28B | 27 | 2026-03-31 | → |
| 448 | MERAMEC FINANCIAL PLANNERS, LLC | CLAYTON | 335112 | $1.13B | 16 | 2026-02-28 | → |
| 449 | WALLINGTON ASSET MANAGEMENT, LLC | INDIANAPOLIS | 143360 | $1.32B | 17 | 2026-03-31 | → |
| 450 | OAK RIDGE INVESTMENTS, LLC | CHICAGO | 107066 | $1.70B | 13 | 2026-05-31 | → |
| 451 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | MIAMISBURG | 107316 | $2.07B | 34 | 2026-03-31 | → |
| 452 | ARETE WEALTH ADVISORS, LLC | CHICAGO | 145488 | $2.75B | 135 | 2026-06-30 | → |
| 453 | ELEVATED FINANCIAL GROUP, LLC | INDIANAPOLIS | 334353 | $532.0M | 13 | 2026-06-30 | → |
| 454 | NADLER FINANCIAL GROUP, INC. | DEERFIELD | 122617 | $2.18B | 28 | 2026-03-31 | → |
| 455 | RIVERWATER PARTNERS LLC | MILWAUKEE | 283540 | $660.9M | 11 | 2026-06-30 | → |
| 456 | KNOW YOUR OPTIONS LLC | CHICAGO | 153641 | $388.8M | 15 | 2026-03-31 | → |
| 457 | CORNERSTONE SELECT ADVISORS, LLC | ST. LOUIS | 144044 | $315.3M | 4 | 2026-04-30 | → |
| 458 | VALMARK ADVISERS INC | AKRON | 108050 | $10.17B | 280 | 2026-06-30 | → |
| 459 | THE NEMES RUSH GROUP, LLC | NOVI | 312554 | $1.62B | 17 | 2026-03-31 | → |
| 460 | COLUMBIA ASSET MANAGEMENT, L.L.C. | ANN ARBOR | 124174 | $1.20B | 7 | 2026-03-31 | → |
| 461 | STIFEL INDEPENDENT ADVISORS, LLC | ST LOUIS | 28218 | $5.01B | 198 | 2026-03-31 | → |
| 462 | STRATOS WEALTH ADVISORS LLC | BEACHWOOD | 283816 | $5.57B | 170 | 2026-06-30 | → |
| 463 | LEGACY FINANCIAL STRATEGIES, LLC | OVERLAND PARK | 283553 | $952.0M | 16 | 2026-02-28 | → |
| 464 | OSAIC FS, INC. | FORT WAYNE | 3870 | $4.48B | 655 | 2025-01-31 | → |
| 465 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | MINNEAPOLIS | 330050 | $1.07B | 14 | 2026-06-30 | → |
| 466 | THOMPSON INVESTMENT MANAGEMENT, INC. | MADISON | 129609 | $3.08B | 17 | 2026-03-31 | → |
| 467 | ON INVESTMENT MANAGEMENT CO | CINCINNATI | 105662 | $3.15B | 196 | 2026-04-30 | → |
| 468 | DGV SOLUTIONS LP | MINNETONKA | 174379 | $944.4M | 6 | 2026-03-31 | → |
| 469 | LS INVESTMENT ADVISORS, LLC | BLOOMFIELD HILLS | 146829 | $932.1M | 10 | 2026-06-30 | → |
| 470 | NATIONS FINANCIAL GROUP, INC. | CEDAR RAPIDS | 44181 | $4.77B | 94 | 2026-03-31 | → |
| 471 | MILLER FINANCIAL SERVICES LLC | MARSHALL | 143788 | $462.9M | 3 | 2026-03-31 | → |
| 472 | PLANTE MORAN FINANCIAL ADVISORS, LLC | SOUTHFIELD | 112158 | $25.12B | 148 | 2026-06-30 | → |
| 473 | CORE CAPITAL MANAGEMENT, LLC | CHICAGO | 162814 | $216.2M | 6 | 2026-03-31 | → |
| 474 | CHICAGO CAPITAL, LLC | CHICAGO | 291624 | $4.82B | 18 | 2026-01-31 | → |
| 475 | CAPITAL GAINS INC | NILES | 111717 | $166.6M | 3 | 2026-01-31 | → |
| 476 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC | CLAYTON | 298774 | $889.3M | 12 | 2026-02-28 | → |
| 477 | KEATING FINANCIAL ADVISORY SERVICES, INC. | MANHATTAN | 142772 | $1.45B | 65 | 2026-03-31 | → |
| 478 | KINNEY ASSET MANAGEMENT, LLC. | CHICAGO | 155498 | $578.1M | 5 | 2025-03-31 | → |
| 479 | BUTTONWOOD FINANCIAL GROUP, LLC | KANSAS CITY | 151164 | $659.5M | 12 | 2026-03-31 | → |
| 480 | HARRISON STREET ADVISORS, LLC | CHICAGO | 157983 | $20.18B | 321 | 2026-03-31 | → |
| 481 | COZAD ASSET MANAGEMENT INC | CHAMPAIGN | 104764 | $2.62B | 29 | 2026-03-31 | → |
| 482 | L.M. KOHN & COMPANY | CINCINNATI | 27913 | $2.09B | 85 | 2025-04-30 | → |
| 483 | MERIDIAN INVESTMENT ADVISORS, INC. | INDIANAPOLIS | 107593 | $628.0M | 5 | 2026-03-31 | → |
| 484 | SMITH FINANCIAL INVESTMENT ADVISORS, INC. | KOKOMO | 154022 | $456.9M | 5 | 2026-03-31 | → |
| 485 | FISHMAN JAY A LTD | TROY | 105609 | $1.25B | 8 | 2026-03-31 | → |
| 486 | BOND TECH INC | BELLBROOK | 105979 | $221.6M | 2 | 2026-04-30 | → |
| 487 | ISTHMUS PARTNERS, LLC | MADISON | 171279 | $1.44B | 17 | 2026-01-31 | → |
| 488 | MINDSET WEALTH MANAGEMENT, LLC | INDIANAPOLIS | 330384 | $445.5M | 4 | 2026-06-30 | → |
| 489 | DEAN FINANCIAL SERVICES, LLC | BEAVERCREEK | 129679 | $382.0M | 9 | 2026-03-31 | → |
| 490 | FELDMAN, INGARDONA & CO. | DOWNERS GROVE | 29449 | $1.73B | 6 | 2025-09-30 | → |
| 491 | MEYERS WEALTH MANAGEMENT, LLC | COLUMBUS | 289801 | $1.93B | 10 | 2026-05-31 | → |
| 492 | ROTHSCHILD INVESTMENT LLC | CHICAGO | 728 | $2.79B | 39 | 2026-03-31 | → |
| 493 | CASTLELAKE, L.P. | MINNEAPOLIS | 145165 | $35.29B | 251 | 2026-03-31 | → |
| 494 | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | CANTON | 109882 | $2.06B | 14 | 2026-03-31 | → |
| 495 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | CHICAGO | 117681 | $2.50B | 26 | 2026-04-30 | → |
| 496 | A SMARTER WAY TO INVEST, INC. | BRIGHTON | 166170 | $150.0M | 7 | 2026-03-31 | → |
| 497 | BFC PLANNING, INC. | CEDAR RAPIDS | 119682 | $3.84B | 200 | 2026-03-31 | → |
| 498 | CONVEXITAS, LLC | CHICAGO | 315145 | $151.3M | 4 | 2026-03-31 | → |
| 499 | RPM ADVISORS, LLC | FARGO | 167729 | $149.4M | 1 | 2025-01-31 | → |
| 500 | LAKE STREET PRIVATE WEALTH, LLC | CHICAGO | 296761 | $1.16B | 9 | 2026-03-31 | → |
Related Lists
Sleeve1,690 firms · 2026-06-30