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 | |
|---|---|---|---|---|---|---|---|
| 1201 | PARK EDGE ADVISORS, LLC | CLEVELAND | 317521 | $522.5M | 8 | 2026-05-31 | → |
| 1202 | 5TH CENTURY PARTNERS LP | CHICAGO | 313522 | $521.2M | 14 | 2026-03-31 | → |
| 1203 | UNCOMMON CENTS INVESTING, INC | JANESVILLE | 290105 | $519.6M | 3 | 2026-05-31 | → |
| 1204 | INDEPENDENT WEALTH NETWORK, INC. | URBANDALE | 286262 | $518.4M | 37 | 2026-03-31 | → |
| 1205 | WEALTH PLANNING CORP | CINCINNATI | 105369 | $518.2M | 10 | 2025-03-31 | → |
| 1206 | BGM WEALTH PARTNERS, LLC | BLOOMINGTON | 110483 | $517.5M | 8 | 2026-01-31 | → |
| 1207 | FIAT WEALTH MANAGEMENT LLC | WAYZATA | 318201 | $517.4M | 18 | 2026-06-30 | → |
| 1208 | CRG FUND MANAGER, LLC | CHICAGO | 311944 | $516.9M | 3 | 2026-04-30 | → |
| 1209 | TRUNORTH WEALTH PARTNERS, LLC | ST. PAUL | 284807 | $516.8M | 8 | 2025-01-31 | → |
| 1210 | CID CAPITAL II, INC. | CARMEL | 160776 | $515.8M | 12 | 2026-03-31 | → |
| 1211 | ORION INVESTMENT CO | ST LOUIS | 110867 | $515.4M | 6 | 2026-06-30 | → |
| 1212 | MATTSON FINANCIAL SERVICES, LLC | KENTWOOD | 153067 | $515.0M | 22 | 2026-06-30 | → |
| 1213 | TAIKO PRIVATE WEALTH | CHICAGO | 329909 | $514.8M | 3 | 2026-05-31 | → |
| 1214 | JAMES T. BORELLO & CO. | EAST DUNDEE | 16860 | $514.1M | 4 | 2025-10-31 | → |
| 1215 | SEARCY FINANCIAL SERVICES, INC. | OVERLAND PARK | 105807 | $514.0M | 9 | 2026-05-31 | → |
| 1216 | SERENITY INVESTMENT ADVISORS LLC | CHICAGO | 307924 | $513.6M | 7 | 2026-05-31 | → |
| 1217 | ALLOCATOR SOLUTIONS, LLC | ST LOUIS | 337300 | $513.5M | 1 | 2026-03-31 | → |
| 1218 | GGM FINANCIAL LLC | COLUMBUS | 327008 | $513.0M | 11 | 2026-03-31 | → |
| 1219 | SYSTIMA CAPITAL MANAGEMENT LLC | CHICAGO | 168318 | $512.6M | 7 | 2026-03-31 | → |
| 1220 | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | TROY | 156177 | $512.5M | 8 | 2026-03-31 | → |
| 1221 | EDGE FINANCIAL ADVISORS, LLC | WHEATON | 136426 | $512.5M | 10 | 2026-03-31 | → |
| 1222 | FIDATO WEALTH LLC | MIDDLEBURG HEIGHTS | 158173 | $510.8M | 12 | 2026-05-31 | → |
| 1223 | PERMANENT EQUITY MANAGEMENT, LLC | COLUMBIA | 309530 | $508.8M | 15 | 2026-03-31 | → |
| 1224 | DOVER PARTNERS INC | DAYTON | 105133 | $508.6M | 4 | 2026-03-31 | → |
| 1225 | WEA FINANCIAL ADVISORS, INC. | MADISON | 144919 | $507.8M | 4 | 2026-04-30 | → |
| 1226 | AGELLUS CAPITAL, LLC | CLAYTON | 330152 | $507.8M | 12 | 2026-03-31 | → |
| 1227 | LFL ADVISERS, LLC | EVANSTON | 163963 | $506.8M | 3 | 2026-03-31 | → |
| 1228 | CLEVELAND WEALTH, LLC | CLEVELAND | 282196 | $506.6M | 6 | 2026-03-31 | → |
| 1229 | FINANCIAL & TAX ARCHITECTS, LLC | ST. LOUIS | 119169 | $506.2M | 71 | 2026-06-30 | → |
| 1230 | PHD CONSULTING LLC | OVERLAND PARK | 304989 | $506.2M | 5 | 2026-03-31 | → |
| 1231 | MKD WEALTH COACHES, LLC | TROY | 144994 | $505.7M | 13 | 2026-03-31 | → |
| 1232 | DOUGHERTY WEALTH ADVISERS LLC | MINNETONKA | 143138 | $505.4M | 5 | 2026-05-31 | → |
| 1233 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | WAYZATA | 119436 | $505.0M | 4 | 2026-03-31 | → |
| 1234 | PINERIDGE ADVISORS, LLC | ST. CHARLES | 315100 | $504.2M | 10 | 2026-05-31 | → |
| 1235 | TRANSITION EQUITY PARTNERS, LLC | CHICAGO | 324358 | $501.8M | 10 | 2026-06-30 | → |
| 1236 | GOOGINS ADVISORS, INC. | MIDDLETON | 13985 | $501.0M | 8 | 2026-02-28 | → |
| 1237 | CLARK FINANCIAL SERVICES GROUP INC | CHESTERFIELD | 110650 | $498.7M | 6 | 2026-03-31 | → |
| 1238 | RUEDI WEALTH MANAGEMENT, INC. | CHAMPAIGN | 173262 | $498.0M | 5 | 2026-04-30 | → |
| 1239 | PITZL FINANCIAL, LLC | ARDEN HILLS | 171441 | $498.0M | 8 | 2026-02-28 | → |
| 1240 | THE MILWEALTH GROUP, LLC | MILWAUKEE | 108931 | $496.9M | 8 | 2026-03-31 | → |
| 1241 | MONARCH CAPITAL MANAGEMENT INC | FORT WAYNE | 106244 | $495.7M | 8 | 2026-03-31 | → |
| 1242 | GREAT RANGE CAPITAL, LLC | MISSION WOODS | 164294 | $495.0M | 17 | 2026-03-31 | → |
| 1243 | GREYSTONE FINANCIAL GROUP, LLC | BLOOMFIELD HILLS | 306595 | $494.9M | 8 | 2026-03-31 | → |
| 1244 | STERLING WEALTH MANAGEMENT, INC. | CHAMPAIGN | 131304 | $494.6M | 7 | 2026-03-31 | → |
| 1245 | THE CONNOR GROUP FUND MANAGER, LLC | MIAMISBURG | 342266 | $494.3M | 6 | 2026-04-30 | → |
| 1246 | BALANCED WEALTH GROUP LLC | WESTLAKE | 328007 | $494.1M | 12 | 2026-06-30 | → |
| 1247 | TRUE WEALTH DESIGN, LLC | AKRON | 143194 | $494.0M | 12 | 2026-05-31 | → |
| 1248 | BUSEY CAPITAL MANAGEMENT, INC. | URBANA | 128044 | $493.8M | 22 | 2026-03-31 | → |
| 1249 | MONETARY MANAGEMENT GROUP INC | ST LOUIS | 110284 | $492.3M | 6 | 2026-01-31 | → |
| 1250 | HANC WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 249789 | $492.1M | 5 | 2026-04-30 | → |
| 1251 | WHITCOMB & HESS, INC. | ASHLAND | 121064 | $490.7M | 31 | 2026-02-28 | → |
| 1252 | REDSTONE ADVISORS INC | WICHITA | 107699 | $490.6M | 6 | 2026-03-31 | → |
| 1253 | IRON FINANCIAL LLC | NORTHBROOK | 106682 | $489.2M | 10 | 2026-03-31 | → |
| 1254 | POSTROCK PARTNERS LLC | OVERLAND PARK | 328865 | $489.1M | 5 | 2026-05-31 | → |
| 1255 | HIXON ZUERCHER, LLC | FINDLAY | 123465 | $487.7M | 11 | 2026-04-30 | → |
| 1256 | I-QU & CO. MANAGEMENT, L.P. | CHICAGO | 301006 | $485.8M | 7 | 2026-03-31 | → |
| 1257 | VANTAGE POINT FINANCIAL LLC | LISLE | 305016 | $484.6M | 17 | 2026-05-31 | → |
| 1258 | RAIL-SPLITTER CAPITAL MANAGEMENT LLC | WINNETKA | 338394 | $484.1M | 3 | 2026-06-30 | → |
| 1259 | ALTMAN ADVISORS, INC | CHICAGO | 281778 | $483.4M | 13 | 2026-03-31 | → |
| 1260 | USADVISORS WEALTH MANAGEMENT, LLC | EDEN PRAIRIE | 158108 | $483.3M | 15 | 2026-02-28 | → |
| 1261 | SS&H FINANCIAL ADVISORS, INC. | TROY | 112256 | $482.2M | 2 | 2026-03-31 | → |
| 1262 | PRIEBE WEALTH HOLDINGS, LLC | MAPLE GROVE | 309628 | $480.8M | 7 | 2025-03-31 | → |
| 1263 | NINE TEN CAPITAL MANAGEMENT, LLC | CHICAGO | 171420 | $480.6M | 4 | 2026-03-31 | → |
| 1264 | MEREDITH WEALTH PLANNING LLC | MARYVILLE | 300019 | $478.7M | 2 | 2026-01-31 | → |
| 1265 | MBM WEALTH CONSULTANTS, LLC | CHESTERFIELD | 169091 | $476.7M | 15 | 2026-05-31 | → |
| 1266 | THE INVICTUS COLLECTIVE, LLC | PARK RIDGE | 310744 | $476.0M | 5 | 2026-06-30 | → |
| 1267 | TOF MANAGER, LLC | CLEVELAND | 330178 | $474.6M | 10 | 2026-03-31 | → |
| 1268 | TRUEBLOOD WEALTH MANAGEMENT, LLC | LIMA | 321659 | $474.1M | 3 | 2026-03-31 | → |
| 1269 | THE WELLINGTON GRP LLC | INDIANAPOLIS | 332803 | $473.6M | 10 | 2026-03-31 | → |
| 1270 | PLANNED FINANCIAL SERVICES, LLC | CLEVELAND | 112879 | $472.5M | 13 | 2026-02-28 | → |
| 1271 | FINANCIAL ARCITECTS, INC | JENISON | 148897 | $472.5M | 12 | 2026-02-28 | → |
| 1272 | ZIMMERMAN WEALTH MANAGEMENT, LLC | EVANSTON | 127526 | $472.4M | 7 | 2026-03-31 | → |
| 1273 | VAN CLEMENS WEALTH MANAGEMENT, LLC | MINNEAPOLIS | 297362 | $470.4M | 28 | 2026-06-30 | → |
| 1274 | ARCATAUR CAPITAL MANAGEMENT LLC | MILWAUKEE | 124663 | $469.5M | 9 | 2026-03-31 | → |
| 1275 | LAKESHORE FINANCIAL PLANNING INC. | SAINT CLAIR SHORES | 299129 | $469.3M | 5 | 2026-02-28 | → |
| 1276 | SPEECE THORSON CAPITAL GROUP INC | MINNETONKA | 106052 | $469.0M | 4 | 2026-03-31 | → |
| 1277 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | LINCOLN | 285484 | $467.8M | 11 | 2026-04-30 | → |
| 1278 | NORTH BRANCH CAPITAL MANAGEMENT, L.P. | OAK BROOK | 307344 | $467.5M | 8 | 2026-04-30 | → |
| 1279 | YUKON WEALTH MANAGEMENT, INC. | OVERLAND PARK | 109413 | $467.4M | 4 | 2026-03-31 | → |
| 1280 | EDGEWATER CAPITAL MANAGEMENT, LLC | INDEPENDENCE | 162735 | $466.8M | 18 | 2026-05-31 | → |
| 1281 | BLOOMFIELD CAPITAL HOLDINGS, LLC | BIRMINGHAM | 169198 | $465.7M | 18 | 2026-03-31 | → |
| 1282 | ACUMEN FINANCIAL ADVISORS, LLC | EDINA | 152748 | $465.2M | 5 | 2026-03-31 | → |
| 1283 | JOHN F SUBY WEALTH MANAGEMENT LLC | MADISON | 150824 | $464.9M | 3 | 2026-04-30 | → |
| 1284 | LPWM LLC | MINNEAPOLIS | 299007 | $464.8M | 6 | 2026-02-28 | → |
| 1285 | CYPRESS CAPITAL PARTNERS, LLC | CHICAGO | 140754 | $464.4M | 3 | 2026-03-31 | → |
| 1286 | MILLER FINANCIAL SERVICES LLC | MARSHALL | 143788 | $462.9M | 3 | 2026-03-31 | → |
| 1287 | CHARTER CAPITAL MANAGEMENT, LLC | BROOKFIELD | 35919 | $462.2M | 5 | 2026-03-31 | → |
| 1288 | STERLING FUND MANAGEMENT, LLC | CHICAGO | 160338 | $461.6M | 30 | 2026-03-31 | → |
| 1289 | GAINPLAN LLC | BLOOMFIELD HILLS | 174427 | $461.6M | 12 | 2026-03-31 | → |
| 1290 | VERMILLION WEALTH MANAGEMENT INC. | ROSEMOUNT | 281978 | $459.9M | 5 | 2026-06-30 | → |
| 1291 | BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | DAYTON | 292661 | $459.5M | 6 | 2026-03-31 | → |
| 1292 | OLDFATHER FINANCIAL SERVICES LLC | KEARNEY | 112505 | $459.0M | 5 | 2025-10-31 | → |
| 1293 | FIRST NEBRASKA ADVISORY LLC | NORTH PLATTE | 298667 | $458.0M | 7 | 2026-03-31 | → |
| 1294 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | O'FALLON | 110932 | $457.8M | 5 | 2026-02-28 | → |
| 1295 | SMITH FINANCIAL INVESTMENT ADVISORS, INC. | KOKOMO | 154022 | $456.9M | 5 | 2026-03-31 | → |
| 1296 | AGH WEALTH ADVISORS, LLC | WICHITA | 146796 | $456.3M | 6 | 2026-03-31 | → |
| 1297 | TRUENORTH WEALTH & IMPACT, LLC | JOPLIN | 321238 | $456.2M | 5 | 2026-03-31 | → |
| 1298 | BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. | CHICAGO | 309272 | $456.0M | 20 | 2026-04-30 | → |
| 1299 | FLOURISH WEALTH MANAGEMENT INC. | EDINA | 170591 | $455.2M | 7 | 2026-05-31 | → |
| 1300 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | BLOOMINGTON | 336245 | $455.0M | 14 | 2026-06-30 | → |
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