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 | |
|---|---|---|---|---|---|---|---|
| 801 | TFB ADVISORS, LLC | OVERLAND PARK | 321870 | $840.2M | 23 | 2026-04-30 | → |
| 802 | SEBOLD CAPITAL MANAGEMENT, INC | LISLE | 122941 | $364.3M | 9 | 2026-03-31 | → |
| 803 | CAHILL FINANCIAL ADVISORS, INC. | EDINA | 109890 | $1.77B | 22 | 2026-03-31 | → |
| 804 | DEERFIELD FINANCIAL ADVISORS, INC. | INDIANAPOLIS | 104964 | $1.18B | 14 | 2026-03-31 | → |
| 805 | UNIQUE WEALTH STRATEGIES | BURR RIDGE | 323994 | $381.5M | 10 | 2026-03-31 | → |
| 806 | CUTTER AND COMPANY BROKERAGE, INC. | BALLWIN | 22449 | $937.0M | 48 | 2025-04-30 | → |
| 807 | OXINAS PARTNERS, LLC | JEFFERSONVILLE | 297462 | $391.0M | 8 | 2026-02-28 | → |
| 808 | P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | CEDARBURG | 104701 | $852.0M | 18 | 2026-03-31 | → |
| 809 | DB & C ADVISORS, LLC | HOLLAND | 155645 | $252.2M | 11 | 2026-03-31 | → |
| 810 | VERDE CAPITAL MANAGEMENT, INC. | CLARKSTON | 147179 | $749.8M | 16 | 2026-02-28 | → |
| 811 | QUADRANT CAPITAL GROUP LLC | CINCINNATI | 147253 | $5.40B | 26 | 2026-02-28 | → |
| 812 | EXCHANGE CAPITAL MANAGEMENT INC | ANN ARBOR | 104875 | $832.8M | 13 | 2025-02-28 | → |
| 813 | SYVERSON STREGE & COMPANY | WEST DES MOINES | 109228 | $910.8M | 15 | 2026-05-31 | → |
| 814 | PARK EDGE ADVISORS, LLC | CLEVELAND | 317521 | $522.5M | 8 | 2026-05-31 | → |
| 815 | WEALTH ADVISORS NETWORK, INC. | HASTINGS | 113836 | $300.3M | 8 | 2026-04-30 | → |
| 816 | WEALTHPLAN PARTNERS, LLC | OMAHA | 305026 | $1.12B | 56 | 2026-02-28 | → |
| 817 | AA FINANCIAL ADVISORS, LLC | COLUMBUS | 119829 | $1.42B | 29 | 2026-06-30 | → |
| 818 | OT FINANCIAL, LLC | TROY | 170738 | $169.8M | 2 | 2026-03-31 | → |
| 819 | CABIN ADVISORS, LLC | OVERLAND PARK | 312547 | $220.2M | 15 | 2026-03-31 | → |
| 820 | PARKVIEW ASSET MANAGEMENT, INC. | OAKBROOK TERRACE | 307977 | $206.1M | 4 | 2026-03-31 | → |
| 821 | SCHULHOFF & CO INC | CINCINNATI | 105264 | $286.3M | 4 | 2026-03-31 | → |
| 822 | STRONGBOX WEALTH, LLC | LEE'S SUMMIT | 304952 | $562.4M | 7 | 2026-03-31 | → |
| 823 | CHERRY TREE WEALTH MANAGEMENT, LLC | MINNETONKA | 151406 | $673.5M | 12 | 2026-03-31 | → |
| 824 | RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC | SKOKIE | 137021 | $1.13B | 15 | 2025-03-31 | → |
| 825 | NAVISTA WEALTH MANAGEMENT, INC. | MINNETONKA | 332373 | $709.6M | 11 | 2026-03-31 | → |
| 826 | LVZ, INC. | HOLLAND | 124228 | $1.13B | 24 | 2026-03-31 | → |
| 827 | FAMILY INVESTMENT CENTER, INC. | SAINT JOSEPH | 113799 | $689.3M | 20 | 2026-01-31 | → |
| 828 | PCG WEALTH ADVISORS, LLC | OVERLAND PARK | 290977 | $931.1M | 24 | 2026-06-30 | → |
| 829 | FINANCIAL ARCITECTS, INC | JENISON | 148897 | $472.5M | 12 | 2026-02-28 | → |
| 830 | PROVIDENCE WEALTH ADVISORS, LLC | FRANKFORT | 153646 | $684.4M | 11 | 2026-03-31 | → |
| 831 | FI3 FINANCIAL ADVISORS, LLC | INDIANAPOLIS | 168005 | $1.14B | 21 | 2026-06-30 | → |
| 832 | RESERVOIR RETIREMENT MANAGEMENT, LLC | LIMA | 293131 | $208.8M | 2 | 2026-02-28 | → |
| 833 | PFLUG KOORY, LLC | OMAHA | 109268 | $347.0M | 2 | 2026-02-28 | → |
| 834 | RUEDI WEALTH MANAGEMENT, INC. | CHAMPAIGN | 173262 | $498.0M | 5 | 2026-04-30 | → |
| 835 | INTEGRATED CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | 284766 | $429.8M | 5 | 2026-02-28 | → |
| 836 | NORTH POINT PORTFOLIO MANAGERS CORPORATION | ORANGE VILLAGE | 111257 | $773.3M | 7 | 2026-03-31 | → |
| 837 | SUNESIS ADVISORS, LLC | OVERLAND PARK | 159114 | $1.48B | 8 | 2026-03-31 | → |
| 838 | ISTO ADVISORS, LLC | TROY | 284560 | $1.06B | 27 | 2026-03-31 | → |
| 839 | BRENTVIEW INVESTMENT MANAGEMENT, LLC | NORTHFIELD | 300409 | $233.4M | 6 | 2026-03-31 | → |
| 840 | MCMILLAN OFFICE, INC. | ST. CLAIR SHORES | 157836 | $913.7M | 9 | 2026-03-31 | → |
| 841 | DHJJ FINANCIAL ADVISORS, LTD. | NAPERVILLE | 107034 | $623.4M | 11 | 2026-03-31 | → |
| 842 | GERCHEN CAPITAL MANAGEMENT, LLC | CHICAGO | 316524 | $2.11B | 23 | 2026-03-31 | → |
| 843 | LYNCH & ASSOCIATES INC | NEWBURGH | 108326 | $831.1M | 7 | 2026-02-28 | → |
| 844 | ARBOR TRUST WEALTH ADVISORS, LLC | ANN ARBOR | 169611 | $611.4M | 13 | 2026-06-30 | → |
| 845 | CENTRIC WEALTH MANAGEMENT, LLC | CHICAGO | 133877 | $792.9M | 15 | 2026-04-30 | → |
| 846 | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | KALAMAZOO | 165285 | $724.5M | 4 | 2026-05-31 | → |
| 847 | FIRST LIGHT ASSET MANAGEMENT, LLC | EDINA | 168899 | $1.41B | 14 | 2026-03-31 | → |
| 848 | SIGNATURE FINANCIAL SERVICES, LTD | ARLINGTON HEIGHTS | 123729 | $274.0M | 12 | 2026-03-31 | → |
| 849 | NORTH STAR ADVISORY GROUP, LLC | BEACHWOOD | 171694 | $289.1M | 7 | 2026-03-31 | → |
| 850 | CAPITAL RESOURCE MANAGEMENT INC | DEERFIELD | 106768 | $593.2M | 4 | 2026-03-31 | → |
| 851 | BKM WEALTH MANAGEMENT, LLC | BROOKFIELD | 323928 | $651.8M | 9 | 2026-02-28 | → |
| 852 | WASHINGTON AVENUE ADVISORS, LLC | LANSING | 307002 | $336.9M | 11 | 2026-05-31 | → |
| 853 | FAMILY CAPITAL MANAGEMENT, INC. | GRAND RAPIDS | 111230 | $435.1M | 10 | 2026-03-31 | → |
| 854 | EDGE FINANCIAL ADVISORS, LLC | WHEATON | 136426 | $512.5M | 10 | 2026-03-31 | → |
| 855 | SUMMIT FINANCIAL STRATEGIES INC | COLUMBUS | 110112 | $2.31B | 35 | 2026-02-28 | → |
| 856 | FINANCIAL SOLUTIONS ADVISORY GROUP, INC. | CHICAGO | 125218 | $935.0M | 10 | 2026-03-31 | → |
| 857 | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. | ST. CLOUD | 173790 | $1.52B | 30 | 2026-02-28 | → |
| 858 | REVALUE LLC | GRAND RAPIDS | 165499 | $128.5M | 8 | 2026-05-31 | → |
| 859 | HUNTLEIGH ADVISORS, INC. | ST. LOUIS | 113412 | $781.8M | 55 | 2026-03-31 | → |
| 860 | JNBA FINANCIAL ADVISORS, LLC | BLOOMINGTON | 106550 | $2.01B | 36 | 2026-03-31 | → |
| 861 | DARDEN WEALTH GROUP, INC | ANN ARBOR | 294926 | $379.6M | 5 | 2026-03-31 | → |
| 862 | STERLING INVESTMENT ADVISORS,LLC | BOLIVAR | 117287 | $229.3M | 5 | 2026-03-31 | → |
| 863 | QUAD CITY INVESTMENT ADVISORS, LLC | MOLINE | 112187 | $408.0M | 8 | 2026-03-31 | → |
| 864 | MENCH FINANCIAL INC | CINCINNATI | 106689 | $130.6M | 4 | 2026-03-31 | → |
| 865 | THE JENTNER CORPORATION | AKRON | 105248 | $575.1M | 10 | 2025-05-31 | → |
| 866 | BRAND ASSET MANAGEMENT GROUP, INC. | CHESTERFIELD | 106162 | $1.17B | 22 | 2026-02-28 | → |
| 867 | WEALTH PLANNING CORP | CINCINNATI | 105369 | $518.2M | 10 | 2025-03-31 | → |
| 868 | TYLER-STONE WEALTH MANAGEMENT, LLC | BEACHWOOD | 173667 | $598.9M | 25 | 2025-06-30 | → |
| 869 | SWS PARTNERS, LLC | COLUMBUS | 281838 | $442.6M | 6 | 2026-06-30 | → |
| 870 | STORYONE LLC | OVERLAND PARK | 331394 | $259.4M | 8 | 2026-04-30 | → |
| 871 | THE JOSEPH GROUP LLC | COLUMBUS | 165311 | $1.09B | 25 | 2026-03-31 | → |
| 872 | PORTFOLIO DESIGN SERVICES, LLC | RIVER FALLS | 131506 | $149.7M | 4 | 2026-03-31 | → |
| 873 | ELGETHUN CAPITAL MANAGEMENT | SIOUX FALLS | 127616 | $1.14B | 13 | 2026-03-31 | → |
| 874 | HORIZON INVESTMENT SERVICES, LLC. | HAMMOND | 110642 | $363.8M | 14 | 2026-05-31 | → |
| 875 | FLEXIBLE PLAN INVESTMENTS LTD | BLOOMFIELD HILLS | 110762 | $1.48B | 68 | 2026-03-31 | → |
| 876 | GS INVESTMENTS, INC. | EAGAN | 107782 | $276.6M | 4 | 2026-03-31 | → |
| 877 | PROACTIVE CAPITAL MANAGEMENT, INC. | TOPEKA | 297791 | $170.7M | 3 | 2026-01-31 | → |
| 878 | GLOBAL VALUE INVESTMENT CORPORATION | MILWAUKEE | 144260 | $225.6M | 11 | 2026-03-31 | → |
| 879 | SCHEAR INVESTMENT ADVISERS, LLC | CINCINNATI | 146401 | $268.8M | 3 | 2026-05-31 | → |
| 880 | KUHN & COMPANY INVESTMENT COUNSEL, LLC | CHICAGO | 306434 | $182.7M | 3 | 2026-04-30 | → |
| 881 | INSIGHT 2811 INC | CHICAGO | 109784 | $339.6M | 8 | 2026-03-31 | → |
| 882 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | GRAND RAPIDS | 282516 | $22.95B | 91 | 2026-03-31 | → |
| 883 | CIG ASSET MANAGEMENT, INC. | SOUTHFIELD | 123609 | $192.5M | 8 | 2026-03-31 | → |
| 884 | NICHOLAS CO INC | MILWAUKEE | 108347 | $6.08B | 16 | 2026-01-31 | → |
| 885 | KEB ASSET MANAGEMENT, LLC | SPRINGFIELD | 117935 | $1.27B | 17 | 2026-01-31 | → |
| 886 | RIGHTWEALTH ADVISORS, LLC | MIAMISBURG | 300656 | $229.3M | 4 | 2026-03-31 | → |
| 887 | THOR INVESTMENT MANAGEMENT INC | CINCINNATI | 105902 | $678.7M | 15 | 2026-05-31 | → |
| 888 | 503 CAPITAL PARTNERS, LLC | LEAWOOD | 327580 | $636.4M | 14 | 2026-04-30 | → |
| 889 | CFG WEALTH MANAGEMENT SERVICES INC | INDIANAPOLIS | 108351 | $110.2M | 2 | 2026-03-31 | → |
| 890 | GGM FINANCIAL LLC | COLUMBUS | 327008 | $513.0M | 11 | 2026-03-31 | → |
| 891 | INSPIRION WEALTH ADVISORS, LLC | LIBERTYVILLE | 165174 | $1.39B | 12 | 2026-03-31 | → |
| 892 | TKG ADVISORS, LLC | VALPARAISO | 168156 | $308.0M | 8 | 2026-04-30 | → |
| 893 | NOVA R WEALTH, INC. | OVERLAND PARK | 169574 | $452.6M | 8 | 2026-03-31 | → |
| 894 | GUARDIAN WEALTH STRATEGIES, LLC | MINNEAPOLS | 167485 | $1.14B | 11 | 2026-02-28 | → |
| 895 | THOMAS LEO ADVISORY, LLC | MINNEAPOLIS | 159271 | $192.7M | 2 | 2026-03-31 | → |
| 896 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | APPLETON | 149830 | $1.01B | 14 | 2026-02-28 | → |
| 897 | NATIONWIDE INVESTMENT ADVISORS, LLC | COLUMBUS | 142373 | $16.73B | 401 | 2026-05-31 | → |
| 898 | ATLAS WEALTH LLC | CINCINNATI | 321832 | $872.6M | 7 | 2026-04-30 | → |
| 899 | MEADOWBROOK INVESTMENT ADVISORS LLC | LIVONIA | 109960 | $185.2M | 3 | 2026-01-31 | → |
| 900 | T.T.G. FINANCIAL, INC. | CANTON | 129004 | $194.0M | 6 | 2026-02-28 | → |
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