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 | |
|---|---|---|---|---|---|---|---|
| 701 | HOFF BROTHERS, LLC | WAUSAU | 301001 | $177.5M | 3 | 2026-05-31 | → |
| 702 | DSG CAPITAL ADVISORS, LLC | EDINA | 332056 | $780.3M | 10 | 2026-03-31 | → |
| 703 | UHY WEALTH MANAGEMENT RIA LLC | FARMINGTON HILLS | 317608 | $102.6M | 6 | 2026-04-30 | → |
| 704 | ORCHARD CAPITAL MANAGEMENT, LLC | CHICAGO | 269957 | $111.8M | 5 | 2026-03-31 | → |
| 705 | HERITAGE FINANCIAL ADVISORS, LLC | WATERVILLE | 154955 | $188.0M | 1 | 2026-03-31 | → |
| 706 | BEDEL FINANCIAL CONSULTING INC | INDIANAPOLIS | 105653 | $2.92B | 28 | 2026-04-30 | → |
| 707 | SPECTRUM WEALTH COUNSEL, LLC | INDIANAPOLIS | 323651 | $1.15B | 12 | 2025-03-31 | → |
| 708 | SUMMIT X | CHESTERFIELD | 282502 | $978.7M | 22 | 2025-03-31 | → |
| 709 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | SALINE | 147014 | $351.1M | 10 | 2026-03-31 | → |
| 710 | GREATER MIDWEST FINANCIAL GROUP, LLC | SAINT PAUL | 324387 | $589.3M | 13 | 2026-03-31 | → |
| 711 | COPPER HARBOR INVESTMENT ADVISORS, LLC | APPLETON | 169978 | $805.0M | 6 | 2026-03-31 | → |
| 712 | DESERANNO CORPORATION | GROSSE POINTE FARMS | 121841 | $208.0M | 6 | 2026-02-28 | → |
| 713 | OPTIMUM INVESTMENT ADVISORS, LLC | CHICAGO | 105182 | $321.8M | 5 | 2025-03-31 | → |
| 714 | RUNNING OAK CAPITAL LLC | EDINA | 286656 | $874.7M | 2 | 2026-05-31 | → |
| 715 | STONEBROOK PRIVATE LLC | NORTHVILLE | 325434 | $937.0M | 11 | 2026-05-31 | → |
| 716 | AXIOM FINANCIAL STRATEGIES GROUP, LLC | NEW ALBANY | 306618 | $404.1M | 9 | 2026-03-31 | → |
| 717 | VISTA FINANCE, LLC | CLAYTON | 312082 | $320.0M | 5 | 2026-03-31 | → |
| 718 | THE PLANNING CENTER, INC. | MOLINE | 118994 | $1.37B | 28 | 2026-03-31 | → |
| 719 | PEPPERTREE CAPITAL MANAGEMENT INC. | CHAGRIN FALLS | 163215 | $7.64B | 39 | 2025-03-31 | → |
| 720 | COLLIERS SECURITIES LLC | MINNEAPOLIS | 7477 | $329.6M | 120 | 2026-03-31 | → |
| 721 | INSIGHT SECURITIES, INC. | HIGHLAND PARK | 5611 | $94.2M | 25 | 2025-10-31 | → |
| 722 | HILL ISLAND FINANCIAL LLC | GRAND RAPIDS | 313469 | $623.8M | 11 | 2026-03-31 | → |
| 723 | OLDFATHER FINANCIAL SERVICES LLC | KEARNEY | 112505 | $459.0M | 5 | 2025-10-31 | → |
| 724 | PRAIRIE RIVERS INVESTMENTS, LLC | ROBINSON | 288153 | $249.3M | 5 | 2026-03-31 | → |
| 725 | ACCREDITED INVESTOR SERVICES, LLC | ST. CLOUD | 148821 | $591.0M | 13 | 2026-03-31 | → |
| 726 | UNITED ADVISOR GROUP, LLC | CINCINNATI | 324205 | $1.43B | 69 | 2026-04-30 | → |
| 727 | URBAN FINANCIAL ADVISORY CORP | CHICAGO | 110057 | $1.28B | 15 | 2025-09-30 | → |
| 728 | GUIDESTREAM FINANCIAL, INC. | SPRING ARBOR | 150890 | $263.5M | 9 | 2026-04-30 | → |
| 729 | ARCATAUR CAPITAL MANAGEMENT LLC | MILWAUKEE | 124663 | $469.5M | 9 | 2026-03-31 | → |
| 730 | WESTCHESTER CAPITAL MANAGEMENT INC | OMAHA | 110961 | $556.3M | 7 | 2025-09-30 | → |
| 731 | MODERN PORTFOLIO MANAGEMENT INC | HOLLAND | 104926 | $1.04B | 18 | 2026-05-31 | → |
| 732 | LAFLEUR & GODFREY LLC | GRAND RAPIDS | 168831 | $1.02B | 7 | 2026-03-31 | → |
| 733 | WATERFRONT WEALTH INC. | OVERLAND PARK | 173220 | $1.14B | 14 | 2026-03-31 | → |
| 734 | ATLATL ADVISERS LLC | MADISON | 284036 | $392.7M | 10 | 2026-05-31 | → |
| 735 | GATEWAY WEALTH PARTNERS, LLC | APPLETON | 322789 | $2.28B | 83 | 2026-06-30 | → |
| 736 | RMG WEALTH MANAGEMENT, LLC | PLATTEVILLE | 310363 | $914.0M | 23 | 2026-04-30 | → |
| 737 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | NEENAH | 107630 | $1.76B | 15 | 2026-03-31 | → |
| 738 | EVERNEST FINANCIAL ADVISORS | CARMEL | 328161 | $963.0M | 6 | 2026-03-31 | → |
| 739 | BLACKHAWK CAPITAL PARTNERS, LLC | THIENSVILLE | 158020 | $452.0M | 6 | 2026-06-30 | → |
| 740 | HENRICKSON NAUTA WEALTH ADVISORS, INC. | BELMONT | 141201 | $805.4M | 15 | 2026-06-30 | → |
| 741 | DAVIS FINANCIAL MANAGEMENT, INC. | OVERLAND PARK | 143410 | $144.6M | 1 | 2026-03-31 | → |
| 742 | Q3 ASSET MANAGEMENT CORPORATION | BIRMINGHAM | 137839 | $794.7M | 12 | 2026-03-31 | → |
| 743 | MELONE PRIVATE WEALTH, LLC | AUBURN HILLS | 311638 | $313.2M | 4 | 2026-02-28 | → |
| 744 | STERLING WEALTH MANAGEMENT, INC. | CHAMPAIGN | 131304 | $494.6M | 7 | 2026-03-31 | → |
| 745 | DIBENEDETTO & ASSOCIATES LTD | LOVES PARK | 108092 | $333.1M | 3 | 2026-03-31 | → |
| 746 | FRIEDLANDER & CO INC | MILWAUKEE | 105150 | $564.8M | 1 | 2026-02-28 | → |
| 747 | LCM CAPITAL MANAGEMENT INC | CHICAGO | 111074 | $403.0M | 8 | 2026-04-30 | → |
| 748 | CREATIVE FINANCIAL DESIGNS, INC. | KOKOMO | 109032 | $2.94B | 170 | 2026-03-31 | → |
| 749 | REDSTONE ADVISORS INC | WICHITA | 107699 | $490.6M | 6 | 2026-03-31 | → |
| 750 | M1 CAPITAL MANAGEMENT | TROY | 158269 | $450.4M | 12 | 2026-03-31 | → |
| 751 | KESSLER INVESTMENT GROUP, LLC | COLUMBUS | 153696 | $359.7M | 8 | 2026-03-31 | → |
| 752 | FSM WEALTH ADVISORS, LLC | CLEVELAND | 298904 | $1.39B | 27 | 2026-03-31 | → |
| 753 | ARCADIA INVESTMENT MANAGEMENT CORP | KALAMAZOO | 104867 | $697.3M | 4 | 2026-05-31 | → |
| 754 | FOSTER & MOTLEY, INC. | CINCINNATI | 106905 | $2.94B | 51 | 2026-03-31 | → |
| 755 | JOHN F SUBY WEALTH MANAGEMENT LLC | MADISON | 150824 | $464.9M | 3 | 2026-04-30 | → |
| 756 | HIXON ZUERCHER, LLC | FINDLAY | 123465 | $487.7M | 11 | 2026-04-30 | → |
| 757 | WELLS TRECASO FINANCIAL GROUP, LLC | AKRON | 289899 | $533.3M | 6 | 2025-03-31 | → |
| 758 | PRAIRIE WEALTH ADVISORS, INC. | OMAHA | 165266 | $558.0M | 11 | 2026-06-30 | → |
| 759 | WINDWARD WEALTH STRATEGIES, INC. | OSHKOSH | 175126 | $251.2M | 3 | 2026-03-31 | → |
| 760 | COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | BLOOMINGTON | 128257 | $595.6M | 22 | 2026-02-28 | → |
| 761 | BERNICKE WEALTH MANAGEMENT, LTD. | ALTOONA | 335431 | $887.4M | 26 | 2026-05-31 | → |
| 762 | OKABENA INVESTMENT SERVICES INC | MINNEAPOLIS | 111162 | $2.12B | 18 | 2026-03-31 | → |
| 763 | FAIRWAY ASSET MANAGEMENT, LLC | OMAHA | 146636 | $117.4M | 4 | 2026-03-31 | → |
| 764 | OAK FAMILY ADVISORS, LLC | CHICAGO | 141332 | $621.0M | 6 | 2026-06-30 | → |
| 765 | VANTAGE FINANCIAL GROUP, INC. | CLEVELAND | 105950 | $866.9M | 60 | 2026-03-31 | → |
| 766 | FOURSTAR WEALTH ADVISORS, LLC | CHICAGO | 169613 | $1.42B | 48 | 2026-03-31 | → |
| 767 | HENDLEY & CO INC | ZANESVILLE | 110465 | $438.2M | 5 | 2026-06-30 | → |
| 768 | BALANCED WEALTH GROUP LLC | WESTLAKE | 328007 | $494.1M | 12 | 2026-06-30 | → |
| 769 | MADISON WEALTH PARTNERS, INC. | MADISON | 305824 | $1.30B | 17 | 2026-06-30 | → |
| 770 | R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. | ST. LOUIS | 131804 | $351.8M | 7 | 2026-06-30 | → |
| 771 | HORIZON WEALTH MANAGEMENT, LLC | LA GRANGE | 170255 | $1.08B | 10 | 2026-02-28 | → |
| 772 | ALTERNATIVE INVESTMENT RESOURCE, LLC | CHICAGO | 288165 | $754.2M | 18 | 2026-05-31 | → |
| 773 | RADEMACHER FINANCIAL, INC. | LAWRENCE | 114067 | $234.3M | 6 | 2026-03-31 | → |
| 774 | HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC | CARMEL | 289413 | $546.8M | 10 | 2026-05-31 | → |
| 775 | MATHESON & ROCK WEALTH MANAGEMENT, LLC | DAVENPORT | 289603 | $530.0M | 3 | 2026-01-31 | → |
| 776 | GARLIKOV ADVISORS INC | COLUMBUS | 112352 | $207.6M | 4 | 2026-03-31 | → |
| 777 | PARK PIEDMONT ADVISORS LLC | CHICAGO | 129451 | $1.03B | 11 | 2025-09-30 | → |
| 778 | WHITCOMB & HESS, INC. | ASHLAND | 121064 | $490.7M | 31 | 2026-02-28 | → |
| 779 | PINNACLE WEALTH PLANNING SERVICES, INC. | MANSFIELD | 106817 | $2.14B | 35 | 2026-06-30 | → |
| 780 | KERBEROS CAPITAL MANAGEMENT LLC | CHICAGO | 315699 | $412.2M | 8 | 2026-03-31 | → |
| 781 | HORAN CAPITAL ADVISORS, LLC | CINCINNATI | 152888 | $595.9M | 14 | 2025-03-31 | → |
| 782 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | SALINA | 157755 | $884.8M | 46 | 2026-03-31 | → |
| 783 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | KANSAS CITY | 105580 | $338.1M | 6 | 2026-02-28 | → |
| 784 | ROMAN BUTLER FULLERTON & CO | ST. LOUIS | 104771 | $716.1M | 17 | 2026-04-30 | → |
| 785 | VITAL WEALTH MANAGEMENT, LLC | ROSEMONT | 156455 | $300.8M | 2 | 2026-06-30 | → |
| 786 | WELLSPRING FINANCIAL ADVISORS, LLC | CLEVELAND | 143112 | $5.06B | 31 | 2026-06-30 | → |
| 787 | WISCONSIN CAPITAL MANAGEMENT, LLC | MADISON | 110394 | $256.6M | 5 | 2025-08-31 | → |
| 788 | VELA INVESTMENT MANAGEMENT, LLC | NEW ALBANY | 306678 | $562.9M | 29 | 2026-03-31 | → |
| 789 | PARKWOODS WEALTH PARTNERS, LLC | CLAYTON | 331565 | $1.79B | 46 | 2026-06-30 | → |
| 790 | BOULAY FINANCIAL ADVISORS, LLC | EDEN PRAIRIE | 111334 | $2.42B | 44 | 2025-08-31 | → |
| 791 | THE ENTERPRISE INVESTMENT COMPANY | FARMINGTON HILLS | 116889 | $607.1M | 7 | 2026-04-30 | → |
| 792 | EGSI INVESTMENT MANAGEMENT, INC. | DUBLIN | 171488 | $144.7M | 2 | 2026-06-30 | → |
| 793 | LARSON FINANCIAL GROUP, LLC | SAINT LOUIS | 140599 | $5.48B | 131 | 2026-03-31 | → |
| 794 | S.A. MASON, LLC | HOLLAND | 151440 | $528.7M | 3 | 2026-03-31 | → |
| 795 | S&A FINANCIAL SERVICES, INC. | OVERLAND PARK | 110471 | $392.3M | 7 | 2026-03-31 | → |
| 796 | DBK FINANCIAL COUNSEL, LLC | CUYAHOGA FALLS | 170688 | $199.5M | 4 | 2026-02-28 | → |
| 797 | SCHWARTZ INVESTMENT COUNSEL INC | PLYMOUTH | 104693 | $3.79B | 20 | 2026-03-31 | → |
| 798 | VIRTERA PARTNERS LLC | PEPPER PIKE | 308187 | $451.8M | 5 | 2026-03-31 | → |
| 799 | ESSEX LLC | DEER PARK | 108352 | $649.3M | 9 | 2026-01-31 | → |
| 800 | VAM GROUP, INC. | GRAND RAPIDS | 118048 | $589.4M | 8 | 2026-05-31 | → |
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