Research Report · 2026-06-30
Largest Registered Investment Advisers in the Midwest
SEC-registered investment advisers based in the Midwest ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,567
Total AUM
$19.31T
Median AUM
$464.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1101 | GERBER, LLC | COLUMBUS | 120039 | $592.1M | 17 | 2026-03-31 | → |
| 1102 | POEHLING CAPITAL MANAGEMENT, INC. | MADISON | 131668 | $591.3M | 6 | 2026-02-28 | → |
| 1103 | ACCREDITED INVESTOR SERVICES, LLC | ST. CLOUD | 148821 | $591.0M | 13 | 2026-03-31 | → |
| 1104 | SEQUENT PLANNING, LLC | OMAHA | 160381 | $589.5M | 102 | 2026-05-31 | → |
| 1105 | VAM GROUP, INC. | GRAND RAPIDS | 118048 | $589.4M | 8 | 2026-05-31 | → |
| 1106 | GREATER MIDWEST FINANCIAL GROUP, LLC | SAINT PAUL | 324387 | $589.3M | 13 | 2026-03-31 | → |
| 1107 | CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC | DUBLIN | 119695 | $588.7M | 6 | 2026-03-31 | → |
| 1108 | KIRR, MARBACH & COMPANY, LLC | COLUMBUS | 104634 | $587.7M | 7 | 2026-03-31 | → |
| 1109 | J.W. COONS ADVISORS, LLC | COLUMBUS | 129067 | $587.0M | 9 | 2025-04-30 | → |
| 1110 | DIVERSIFIED FINANCIAL ADVISORS, LLC | TOWN AND COUNTRY | 118261 | $585.9M | 3 | 2026-03-31 | → |
| 1111 | CITYMARK CAPITAL MANAGEMENT COMPANY LLC | CLEVELAND | 291405 | $582.8M | 12 | 2026-04-30 | → |
| 1112 | HOWARD BAILEY SECURITIES, LLC | FORT WAYNE | 282712 | $582.8M | 46 | 2026-03-31 | → |
| 1113 | RICHARDSON CAPITAL MANAGEMENT, LLC | MENOMONEE FALLS | 130985 | $582.2M | 9 | 2026-03-31 | → |
| 1114 | WINCH ADVISORY SERVICES, LLC | APPLETON | 110194 | $580.2M | 18 | 2026-03-31 | → |
| 1115 | MATTERN WEALTH MANAGEMENT LLC | LAWRENCE | 304520 | $579.0M | 5 | 2026-03-31 | → |
| 1116 | TWELE CAPITAL MANAGEMENT, INC. | MINNETONKA | 130239 | $578.5M | 4 | 2026-01-31 | → |
| 1117 | KINNEY ASSET MANAGEMENT, LLC. | CHICAGO | 155498 | $578.1M | 5 | 2025-03-31 | → |
| 1118 | ALLODIUM INVESTMENT CONSULTANTS, LLC | MINNEAPOLIS | 135812 | $576.8M | 12 | 2026-02-28 | → |
| 1119 | SHOREHILL CAPITAL LLC | CHICAGO | 286004 | $576.2M | 12 | 2026-03-31 | → |
| 1120 | BULLETPROOF CAPITAL, LLC | CHICAGO | 341136 | $575.8M | 8 | 2026-05-31 | → |
| 1121 | NORTHERN LAKES CAPITAL, L.P. | MINNEAPOLIS | 315975 | $575.4M | 11 | 2026-03-31 | → |
| 1122 | THE JENTNER CORPORATION | AKRON | 105248 | $575.1M | 10 | 2025-05-31 | → |
| 1123 | KEIDAN FINANCIAL CONSULTANTS LLC | COLUMBUS | 108093 | $574.9M | 3 | 2026-03-31 | → |
| 1124 | FSA ADVISORS, INC. | TROY | 286251 | $573.4M | 31 | 2026-03-31 | → |
| 1125 | BASTION MANAGEMENT II LLC | STAMFORD | 309685 | $572.7M | 13 | 2026-04-30 | → |
| 1126 | NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC | LAKE FOREST | 130132 | $572.6M | 4 | 2026-03-31 | → |
| 1127 | PRASAD WEALTH PARTNERS, LLC | INDEPENDENCE | 332507 | $572.1M | 11 | 2026-05-31 | → |
| 1128 | WESTWARD INVESTMENT ADVISORY, LLC | MISSION | 281742 | $571.5M | 5 | 2026-03-31 | → |
| 1129 | ASPIRING VENTURES, LLC | CINCINNATI | 282891 | $569.5M | 2 | 2026-06-30 | → |
| 1130 | TALLWOODS PARTNERS, LLC | CHICAGO | 168865 | $569.4M | 2 | 2026-03-31 | → |
| 1131 | ELITE RETIREMENT PLANNING, LLC | GRIMES | 297942 | $568.8M | 30 | 2026-03-31 | → |
| 1132 | RIA ADVISORY GROUP, LLC | DES MOINES | 152566 | $568.4M | 25 | 2026-06-30 | → |
| 1133 | MIDWEST FINANCIAL GROUP LLC | OVERLAND PARK | 175288 | $566.1M | 9 | 2026-02-28 | → |
| 1134 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | CLEVELAND | 111144 | $565.5M | 5 | 2026-03-31 | → |
| 1135 | ALIDADE CAPITAL, LLC | BLOOMFIELD HILLS | 165341 | $564.9M | 22 | 2026-04-30 | → |
| 1136 | FRIEDLANDER & CO INC | MILWAUKEE | 105150 | $564.8M | 1 | 2026-02-28 | → |
| 1137 | BOYUM WEALTH ARCHITECTS LLC | BLOOMINGTON | 161261 | $564.0M | 15 | 2026-04-30 | → |
| 1138 | PONDERA HOLDINGS LLC | CHICAGO | 315097 | $563.8M | 5 | 2026-05-31 | → |
| 1139 | STIEVEN CAPITAL ADVISORS, L.P. | ST. LOUIS | 136106 | $563.4M | 8 | 2026-03-31 | → |
| 1140 | PARADIGM WEALTH MANAGEMENT, LLC | WESTLAKE | 148662 | $563.4M | 7 | 2026-03-31 | → |
| 1141 | VELA INVESTMENT MANAGEMENT, LLC | NEW ALBANY | 306678 | $562.9M | 29 | 2026-03-31 | → |
| 1142 | STRONGBOX WEALTH, LLC | LEE'S SUMMIT | 304952 | $562.4M | 7 | 2026-03-31 | → |
| 1143 | SGH WEALTH MANAGEMENT | LATHRUP VILLAGE | 284067 | $561.8M | 12 | 2026-02-28 | → |
| 1144 | ACORN WEALTH ADVISORS, LLC | GRAND BLANC | 170462 | $561.4M | 5 | 2026-06-30 | → |
| 1145 | RETIRERIGHT, LLC | WEST DES MOINES | 300925 | $561.1M | 5 | 2026-03-31 | → |
| 1146 | MATRIX PRIVATE CAPITAL GROUP LLC | CHICAGO | 285531 | $561.0M | 8 | 2026-03-31 | → |
| 1147 | WEDGEWOOD PARTNERS, INC. | ST LOUIS | 21923 | $560.7M | 10 | 2026-03-31 | → |
| 1148 | JOHN A. WOLFE & ASSOCIATES, INC. | PORTAGE | 110799 | $560.7M | 3 | 2026-01-31 | → |
| 1149 | CAPITAL INVESTMENT MANAGEMENT, INC | LEE'S SUMMIT | 113917 | $558.9M | 10 | 2026-04-30 | → |
| 1150 | PRAIRIE WEALTH ADVISORS, INC. | OMAHA | 165266 | $558.0M | 11 | 2026-06-30 | → |
| 1151 | NICOLLET INVESTMENT MANAGEMENT, INC. | MINNEAPOLIS | 109401 | $557.4M | 9 | 2026-05-31 | → |
| 1152 | ENRICH FINANCIAL PARTNERS LLC | MADISON | 111234 | $556.8M | 8 | 2026-03-31 | → |
| 1153 | WESTCHESTER CAPITAL MANAGEMENT INC | OMAHA | 110961 | $556.3M | 7 | 2025-09-30 | → |
| 1154 | OFS ENTERPRISE LLC | KEARNEY | 339739 | $556.3M | 6 | 2026-05-31 | → |
| 1155 | PRAIRIE ADVISORY, LLC | LEAWOOD | 339211 | $554.3M | 12 | 2026-06-30 | → |
| 1156 | THE CENTRAL TRUST BANK | JEFFERSON CITY | 149262 | $554.1M | 4 | 2026-03-31 | → |
| 1157 | BROADLEAF PARTNERS, LLC | HUDSON | 137433 | $551.3M | 7 | 2026-06-30 | → |
| 1158 | MIRAMAR CAPITAL LLC | NORTHBROOK | 290909 | $550.3M | 6 | 2026-03-31 | → |
| 1159 | STILES FINANCIAL SERVICES INCORPORATED | EDINA | 117023 | $548.7M | 12 | 2026-03-31 | → |
| 1160 | ADAPTIVE FINANCIAL CONSULTING, LLC | BEACHWOOD | 288185 | $547.1M | 8 | 2026-03-31 | → |
| 1161 | HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC | CARMEL | 289413 | $546.8M | 10 | 2026-05-31 | → |
| 1162 | RESILIENCE MANAGEMENT, LLC | CLEVELAND | 157006 | $546.3M | 8 | 2026-03-31 | → |
| 1163 | LEGACY WEALTH ASSET MANAGEMENT, LLC | WOODBURY | 306732 | $546.0M | 14 | 2026-03-31 | → |
| 1164 | 25, LLC | SAINT LOUIS | 317916 | $545.0M | 19 | 2026-05-31 | → |
| 1165 | GOLDEN RESERVE RETIREMENT, LLC | DUBLIN | 283588 | $544.3M | 45 | 2026-03-31 | → |
| 1166 | PROSPERITY PLANNING, INC. | NORTH KANSAS CITY | 298268 | $543.2M | 13 | 2026-05-31 | → |
| 1167 | FOUNTAINHEAD FINANCIAL, LLC | CHICAGO | 150813 | $543.2M | 3 | 2026-03-31 | → |
| 1168 | AFFILIATED FINANCIAL ADVISORS INC | MILWAUKEE | 108154 | $541.5M | 4 | 2026-02-28 | → |
| 1169 | BCGM WEALTH MANAGEMENT, LLC | LAFAYETTE | 306757 | $541.5M | 10 | 2026-06-30 | → |
| 1170 | IMC ADVISORS, LLC | COLUMBUS | 111537 | $540.0M | 5 | 2026-03-31 | → |
| 1171 | DYNAMIC FINANCIAL GROUP, LLC | CEDAR FALLS | 288763 | $539.6M | 3 | 2026-02-28 | → |
| 1172 | WEALTH ADVISORS OF IOWA, LLC | WEST DES MOINES | 115088 | $539.4M | 12 | 2026-03-31 | → |
| 1173 | RIVER STREET ADVISORS, LLC | AURORA | 153537 | $539.2M | 12 | 2026-06-30 | → |
| 1174 | BUSKA WEALTH MANAGEMENT, LLC | WAUSAU | 170627 | $538.7M | 8 | 2026-06-30 | → |
| 1175 | ARKFELD WEALTH STRATEGIES, L.L.C. | OMAHA | 293175 | $538.0M | 8 | 2026-04-30 | → |
| 1176 | J.G.HENDRICKS FINANCIAL SERVICES, LLC | ALGONQUIN | 289593 | $536.1M | 7 | 2026-06-30 | → |
| 1177 | NINTH AVENUE CAPITAL, LP | KANSAS CITY | 337730 | $536.0M | 10 | 2026-03-31 | → |
| 1178 | NATIONAL WEALTH MANAGEMENT GROUP, LLC | CINCINNATI | 174883 | $534.9M | 18 | 2026-04-30 | → |
| 1179 | USA FINANCIAL FORMULAS LLC | ADA | 139987 | $534.4M | 38 | 2026-03-31 | → |
| 1180 | WELLS TRECASO FINANCIAL GROUP, LLC | AKRON | 289899 | $533.3M | 6 | 2025-03-31 | → |
| 1181 | GRYPHON ADVISORS, LLC | EVANSTON | 132389 | $533.3M | 8 | 2025-03-31 | → |
| 1182 | TRIGRAN INVESTMENTS, INC. | NORTHBROOK | 155200 | $533.2M | 9 | 2026-03-31 | → |
| 1183 | IRON HORSE WEALTH MANAGEMENT, LLC | JOHNSTON | 165164 | $532.8M | 7 | 2025-06-30 | → |
| 1184 | CMT ASSET MANAGEMENT LLC | CHICAGO | 290487 | $532.7M | 27 | 2026-03-31 | → |
| 1185 | WHITE PINE INVESTMENT COMPANY | LIVONIA | 111556 | $532.3M | 7 | 2026-03-31 | → |
| 1186 | ELEVATED FINANCIAL GROUP, LLC | INDIANAPOLIS | 334353 | $532.0M | 13 | 2026-06-30 | → |
| 1187 | XXI WEALTH, LLC | CHICAGO | 330796 | $531.5M | 5 | 2026-03-31 | → |
| 1188 | BROWN WEALTH MANAGEMENT, LLC | NAPERVILLE | 324695 | $530.8M | 12 | 2026-03-31 | → |
| 1189 | SANTA BARBARA MGMT, LLC | CHICAGO | 334801 | $530.2M | 18 | 2026-06-30 | → |
| 1190 | MATHESON & ROCK WEALTH MANAGEMENT, LLC | DAVENPORT | 289603 | $530.0M | 3 | 2026-01-31 | → |
| 1191 | YARGER WEALTH STRATEGIES, LLC | WESTERVILLE | 310207 | $529.7M | 4 | 2026-03-31 | → |
| 1192 | MINDFUL ASSET PLANNING LLC | APPLE VALLEY | 113965 | $529.5M | 22 | 2026-04-30 | → |
| 1193 | S.A. MASON, LLC | HOLLAND | 151440 | $528.7M | 3 | 2026-03-31 | → |
| 1194 | STRENGTH CAPITAL PARTNERS, LLC | BIRMINGHAM | 134320 | $528.0M | 12 | 2026-03-31 | → |
| 1195 | CURA WEALTH ADVISORS, LLC | CHICAGO | 332511 | $527.7M | 3 | 2026-03-31 | → |
| 1196 | GRAYBILL WEALTH MANAGEMENT, LTD. | ELMHURST | 112046 | $525.8M | 5 | 2026-03-31 | → |
| 1197 | CORE PLANNING, LLC | OFALLON | 154660 | $525.0M | 65 | 2026-05-31 | → |
| 1198 | REIFY WEALTH ADVISORS, INC. | INDIANAPOLIS | 121978 | $524.4M | 15 | 2026-03-31 | → |
| 1199 | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | LINCOLNSHIRE | 118366 | $524.4M | 10 | 2026-01-31 | → |
| 1200 | PATHWAY FINANCIAL ADVISERS, LLC | AUBURN | 166237 | $524.2M | 8 | 2026-03-31 | → |
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