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 | |
|---|---|---|---|---|---|---|---|
| 1501 | KELLETT WEALTH ADVISORS, LLC | CINCINNATI | 287571 | $344.0M | 4 | 2026-02-28 | → |
| 1502 | PATHFINDER 360 MANAGEMENTCO, LLC | MINNETONKA | 319211 | $343.8M | 1 | 2026-03-31 | → |
| 1503 | VERTRIX WEALTH MANAGEMENT, LLC | TROY | 339547 | $343.2M | 12 | 2026-04-30 | → |
| 1504 | COORDINATED FINANCIAL PLANNING CORP | CINCINNATI | 105143 | $343.2M | 6 | 2026-06-30 | → |
| 1505 | BOYLE CAPITAL MANAGEMENT, L.L.C. | WEST DES MOINES | 132416 | $342.0M | 5 | 2026-03-31 | → |
| 1506 | PETROS FAMILY WEALTH, LLC | BLOOMINGTON | 324059 | $341.6M | 9 | 2026-02-28 | → |
| 1507 | ERGAWEALTH ADVISORS, INC. | OAK BROOK | 290030 | $341.5M | 5 | 2026-03-31 | → |
| 1508 | EUKLES ASSET MANAGEMENT, LLC | CINCINNATI | 156649 | $341.1M | 5 | 2026-03-31 | → |
| 1509 | LEFT BRAIN WEALTH MANAGEMENT, LLC | NAPERVILLE | 170348 | $340.4M | 7 | 2026-03-31 | → |
| 1510 | INSIGHT 2811 INC | CHICAGO | 109784 | $339.6M | 8 | 2026-03-31 | → |
| 1511 | EMPEIRIA CAPITAL MANAGEMENT, LLC | CINCINNATI | 285463 | $339.4M | 4 | 2026-03-31 | → |
| 1512 | RIVERSPAN PARTNERS LP | CHICAGO | 320667 | $338.6M | 13 | 2026-03-31 | → |
| 1513 | WETZEL INVESTMENT ADVISORS, INC. | INDIANAPOLIS | 305301 | $338.3M | 10 | 2026-03-31 | → |
| 1514 | OCM PRIVATE WEALTH, LLC | CHICAGO | 332302 | $338.1M | 8 | 2026-03-31 | → |
| 1515 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | KANSAS CITY | 105580 | $338.1M | 6 | 2026-02-28 | → |
| 1516 | LUCAS GROUP FINANCIAL ADVISORS, LLC | FREEPORT | 326880 | $337.7M | 9 | 2026-03-31 | → |
| 1517 | WASHINGTON AVENUE ADVISORS, LLC | LANSING | 307002 | $336.9M | 11 | 2026-05-31 | → |
| 1518 | VESTURA, LLC | HOBART | 142926 | $336.7M | 4 | 2026-03-31 | → |
| 1519 | JOURNEY FINANCIAL GROUP, INC. | BUFFALO GROVE | 123565 | $336.5M | 7 | 2026-03-31 | → |
| 1520 | COGENT STRATEGIC WEALTH LLC | CHICAGO | 152715 | $336.0M | 4 | 2026-03-31 | → |
| 1521 | MID-AMERICAN WEALTH ADVISORY GROUP INC. | KANSAS CITY | 301621 | $335.6M | 21 | 2026-03-31 | → |
| 1522 | POLLOCK INVESTMENT ADVISORS, LLC | ANN ARBOR | 153350 | $335.5M | 6 | 2026-01-31 | → |
| 1523 | NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP | CHICAGO | 337854 | $334.6M | 3 | 2026-03-31 | → |
| 1524 | FINANCIAL CONSULTANTS & ADVISORY CORPORATION | INDIANAPOLIS | 113390 | $333.1M | 15 | 2026-03-31 | → |
| 1525 | DIBENEDETTO & ASSOCIATES LTD | LOVES PARK | 108092 | $333.1M | 3 | 2026-03-31 | → |
| 1526 | CURRY WEBB WEALTH MANAGEMENT LLC | INDIANAPOLIS | 168692 | $332.4M | 6 | 2026-03-31 | → |
| 1527 | GEN FINANCIAL MANAGEMENT INC. | PLYMOUTH | 110179 | $331.8M | 3 | 2026-02-28 | → |
| 1528 | ELIOS FINANCIAL GROUP, INC. | WESTLAKE | 119873 | $331.5M | 2 | 2026-03-31 | → |
| 1529 | CORAZON GROUP LLC | CHICAGO | 285865 | $331.5M | 14 | 2026-03-31 | → |
| 1530 | CAMBRIDGE FINANCIAL GROUP, INC. | COLUMBUS | 112254 | $331.3M | 6 | 2026-03-31 | → |
| 1531 | THE NESTEGG GROUP, INC. | LINCOLNWOOD | 118419 | $331.0M | 3 | 2026-03-31 | → |
| 1532 | BERNARDI ASSET MANAGEMENT, LLC | NORTHFIELD | 120110 | $331.0M | 22 | 2025-11-30 | → |
| 1533 | SIGNATURE EQUITY PARTNERS, LLC | COLUMBUS | 327455 | $330.6M | 38 | 2026-03-31 | → |
| 1534 | UNIPLAN INVESTMENT COUNSEL, INC. | MILWAUKEE | 154718 | $330.5M | 11 | 2026-05-31 | → |
| 1535 | CYPRESS CAPITAL WEALTH MANAGEMENT, LLC | ANN ARBOR | 312340 | $330.2M | 4 | 2026-03-31 | → |
| 1536 | COLLIERS SECURITIES LLC | MINNEAPOLIS | 7477 | $329.6M | 120 | 2026-03-31 | → |
| 1537 | N.V.N.G. INVESTMENTS, INC. | KALAMAZOO | 107446 | $329.5M | 1 | 2026-01-31 | → |
| 1538 | POWERS ADVISORY GROUP, LLC | HIGHLAND | 172252 | $329.5M | 7 | 2026-06-30 | → |
| 1539 | PEARL PLANNING, LLC | DEXTER | 336568 | $329.2M | 7 | 2026-06-30 | → |
| 1540 | BENCHMARK INVESTMENT ADVISORS LLC | CHICAGO | 159705 | $329.2M | 6 | 2026-03-31 | → |
| 1541 | BALLAST CAPITAL ADVISORS LLC | WEST DES MOINES | 282369 | $328.7M | 7 | 2026-03-31 | → |
| 1542 | ARTIFEX FINANCIAL GROUP, LLC | OAKWOOD | 140643 | $328.7M | 5 | 2026-03-31 | → |
| 1543 | KENNEY INVESTMENTS INC | NORTHFIELD | 105665 | $328.5M | 2 | 2026-03-31 | → |
| 1544 | THOMAS STORY AND SON LLC | PLYMOUTH | 148774 | $328.2M | 2 | 2026-03-31 | → |
| 1545 | STERNECK CAPITAL MANAGEMENT LLC | KANSAS CITY | 111463 | $327.9M | 5 | 2026-01-31 | → |
| 1546 | WEITZEL FINANCIAL SERVICES, INC. | DUBUQUE | 27346 | $327.8M | 4 | 2026-06-30 | → |
| 1547 | LATKO WEALTH MANAGEMENT, LTD. | FRANKFORT | 282423 | $327.2M | 7 | 2026-01-31 | → |
| 1548 | ARDENT CAPITAL MANAGEMENT, INC. | CINCINNATI | 108264 | $327.0M | 5 | 2026-03-31 | → |
| 1549 | WILKERSON ADVISORY GROUP LLC | COLUMBIA | 334668 | $326.9M | 10 | 2026-03-31 | → |
| 1550 | VPWM ADVISORS, LLC | PLYMOUTH | 167886 | $326.6M | 17 | 2026-06-30 | → |
| 1551 | PACK PRIVATE WEALTH, LLC | WAYZATA | 310523 | $326.2M | 3 | 2026-03-31 | → |
| 1552 | HFR INVESTMENTS, LLC | CHICAGO | 307372 | $326.2M | 2 | 2026-02-28 | → |
| 1553 | HFR ASSET MANAGEMENT, L.L.C | CHICAGO | 111705 | $326.2M | 2 | 2026-02-28 | → |
| 1554 | JOHNSON WEALTH MANAGEMENT, LLC | GRAND FORKS | 123105 | $323.4M | 2 | 2026-03-31 | → |
| 1555 | 1248 PARTNERS, LLC | KANSAS CITY | 325304 | $323.4M | 4 | 2026-06-30 | → |
| 1556 | BROWN FINANCIAL ADVISORS, LLC | MILFORD | 147056 | $323.3M | 3 | 2026-04-30 | → |
| 1557 | LAUER CAPITAL MANAGEMENT LTD | SIOUX FALLS | 109660 | $322.7M | 3 | 2026-03-31 | → |
| 1558 | FORTUNE FINANCIAL ADVISORS, LLC | OVERLAND PARK | 145799 | $322.6M | 6 | 2026-03-31 | → |
| 1559 | RBS WEALTH MANAGEMENT, LLC | ALTO | 336536 | $322.3M | 6 | 2026-03-31 | → |
| 1560 | KAPSTONE FINANCIAL ADVISORS LLC | LEBANON | 318885 | $322.3M | 5 | 2026-06-30 | → |
| 1561 | OPTIMUM INVESTMENT ADVISORS, LLC | CHICAGO | 105182 | $321.8M | 5 | 2025-03-31 | → |
| 1562 | SENTINEL ADVISORY GROUP, LLC | MIDDLETON | 338121 | $320.8M | 10 | 2026-03-31 | → |
| 1563 | VISTA FINANCE, LLC | CLAYTON | 312082 | $320.0M | 5 | 2026-03-31 | → |
| 1564 | LEGACY FINANCIAL ADVISORS CORPORATION | BLOOMINGTON | 115384 | $317.7M | 6 | 2026-02-28 | → |
| 1565 | VISTAMARK INVESTMENTS LLC | HINSDALE | 335309 | $317.2M | 4 | 2026-05-31 | → |
| 1566 | SALZINGER SHEAFF BROCK, LLC | INDIANAPOLIS | 139417 | $317.1M | 14 | 2025-03-31 | → |
| 1567 | MENDEL MONEY MANAGEMENT INC | NORTHBROOK | 105974 | $317.1M | 7 | 2026-03-31 | → |
| 1568 | SWISHER FINANCIAL CONCEPTS, INC. | WESTERVILLE | 121384 | $317.0M | 8 | 2026-03-31 | → |
| 1569 | DUET ADVISORY SERVICES LLC | BINGHAM FARMS | 283584 | $316.5M | 7 | 2026-03-31 | → |
| 1570 | OCA VENTURES, LLC | CHICAGO | 161160 | $316.4M | 15 | 2026-04-30 | → |
| 1571 | KENORA FINANCIAL, LLC | DES PLAINES | 123524 | $315.8M | 7 | 2026-06-30 | → |
| 1572 | CORNERSTONE SELECT ADVISORS, LLC | ST. LOUIS | 144044 | $315.3M | 4 | 2026-04-30 | → |
| 1573 | HORTER INVESTMENT MANAGEMENT, LLC | CINCINNATI | 119880 | $314.5M | 43 | 2026-04-30 | → |
| 1574 | THE FUTURE FUND LLC | CHICAGO | 313973 | $314.4M | 3 | 2026-03-31 | → |
| 1575 | BERNARD WEALTH MANAGEMENT CORP. | ROYAL OAK | 159533 | $314.2M | 4 | 2026-03-31 | → |
| 1576 | CERTIFIED TAX SERVICE, INC. | CHICAGO | 110960 | $313.9M | 9 | 2025-12-31 | → |
| 1577 | PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC | MAPLE GROVE | 110372 | $313.7M | 5 | 2026-02-28 | → |
| 1578 | MELONE PRIVATE WEALTH, LLC | AUBURN HILLS | 311638 | $313.2M | 4 | 2026-02-28 | → |
| 1579 | HUNTER STREET PARTNERS, LP | WAYZATA | 298142 | $313.0M | 9 | 2026-06-30 | → |
| 1580 | BRADY FAMILY WEALTH, LLC | SAINT LOUIS | 315635 | $312.7M | 5 | 2026-03-31 | → |
| 1581 | FSR WEALTH MANAGEMENT, LTD. | ELMHURST | 166746 | $312.7M | 21 | 2026-05-31 | → |
| 1582 | MONERE WEALTH MANAGEMENT, INC. | SCHAUMBURG | 173076 | $312.0M | 10 | 2026-02-28 | → |
| 1583 | TILIA HOLDINGS, LLC | CHICAGO | 292148 | $311.9M | 11 | 2026-03-31 | → |
| 1584 | IWEALTH FINANCIAL, LLC | WASECA | 329980 | $311.6M | 14 | 2026-03-31 | → |
| 1585 | MILLER CAPITAL PARTNERS, INC. | TROY | 124489 | $311.6M | 5 | 2026-03-31 | → |
| 1586 | INVESTMENT PROFESSIONALS, LLC | WAUNAKEE | 282495 | $311.0M | 4 | 2026-03-31 | → |
| 1587 | TRP CAPITAL ADVISORS VI, LLC | BIRMINGHAM | 329787 | $310.8M | 11 | 2026-03-31 | → |
| 1588 | INVESTMENT CENTER, INC. | ORLAND PARK | 123091 | $310.5M | 6 | 2025-03-31 | → |
| 1589 | H. C. DENISON CO. | SHEBOYGAN | 1628 | $310.0M | 4 | 2026-03-31 | → |
| 1590 | WINDWARD PRIVATE WEALTH MANAGEMENT INC. | OVERLAND PARK | 113761 | $309.6M | 9 | 2026-03-31 | → |
| 1591 | TKG ADVISORS, LLC | VALPARAISO | 168156 | $308.0M | 8 | 2026-04-30 | → |
| 1592 | GENERATIONS WEALTH, LLC | CINCINNATI | 173352 | $307.8M | 10 | 2026-03-31 | → |
| 1593 | GENTRY PRIVATE WEALTH, LLC | WICHITA | 323208 | $307.7M | 8 | 2026-04-30 | → |
| 1594 | GUIDANCE INVESTMENT ADVISORS, LLC | ELKHART | 154644 | $307.6M | 5 | 2025-03-31 | → |
| 1595 | CRAFT & SAGE WEALTH, LLC | KANSAS CITY | 323565 | $306.8M | 11 | 2026-03-31 | → |
| 1596 | MARNELL MANAGEMENT LLC | FARMINGTON HILLS | 284918 | $306.1M | 2 | 2026-06-30 | → |
| 1597 | ONEAMERICA SECURITIES, INC. | INDIANAPOLIS | 4173 | $306.1M | 340 | 2026-03-31 | → |
| 1598 | HENDERSHOTT WEALTH MANAGEMENT, LLC | FISHERS | 170839 | $305.8M | 9 | 2026-02-28 | → |
| 1599 | OBJECTIVE CAPITAL MANAGEMENT, LLC | FAIRLAWN | 156013 | $304.7M | 4 | 2026-03-31 | → |
| 1600 | TSP INVESTMENT ADVISERS, L.L.C. | CHICAGO | 333815 | $304.7M | 10 | 2026-03-31 | → |
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