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 | |
|---|---|---|---|---|---|---|---|
| 401 | FOSTER & MOTLEY, INC. | CINCINNATI | 106905 | $2.94B | 51 | 2026-03-31 | → |
| 402 | KODAI CAPITAL MANAGEMENT LP | CHICAGO | 328086 | $2.93B | 44 | 2025-04-30 | → |
| 403 | WINDSOR ADVISORY GROUP, LLC | COLUMBUS | 122266 | $2.92B | 22 | 2026-03-31 | → |
| 404 | BEDEL FINANCIAL CONSULTING INC | INDIANAPOLIS | 105653 | $2.92B | 28 | 2026-04-30 | → |
| 405 | REGAL INVESTMENT ADVISORS LLC | KENTWOOD | 125004 | $2.88B | 131 | 2026-05-31 | → |
| 406 | CAPSTONE FINANCIAL ADVISORS INC | DOWNERS GROVE | 109341 | $2.87B | 30 | 2026-03-31 | → |
| 407 | MEEDER ADVISORY SERVICES, INC | DUBLIN | 106814 | $2.86B | 73 | 2026-04-30 | → |
| 408 | KELLOGG ASSET MANAGEMENT, LLC | GREEN BAY | 150031 | $2.86B | 9 | 2026-03-31 | → |
| 409 | PORT CAPITAL LLC | CHICAGO | 206517 | $2.85B | 13 | 2026-02-28 | → |
| 410 | INVESTMENT CONSULTING GROUP INC | DAVENPORT | 106967 | $2.84B | 6 | 2026-03-31 | → |
| 411 | EDGEWATER SERVICES, LLC | CHICAGO | 159926 | $2.84B | 25 | 2026-04-30 | → |
| 412 | BRICK CAPITAL MANAGEMENT INC | EAST LANSING | 107600 | $2.84B | 1 | 2026-03-31 | → |
| 413 | PEAKLINE PARTNERS, LLC | CHICAGO | 306449 | $2.81B | 45 | 2026-05-31 | → |
| 414 | ROTHSCHILD INVESTMENT LLC | CHICAGO | 728 | $2.79B | 39 | 2026-03-31 | → |
| 415 | VETA INVESTMENT PARTNERS, LLC | LAWRENCE | 309023 | $2.79B | 10 | 2026-05-31 | → |
| 416 | BAYSTATE WEALTH MANAGEMENT LLC | OVERLAND PARK, | 151664 | $2.77B | 13 | 2026-03-31 | → |
| 417 | SINGERMAN REAL ESTATE MANAGEMENT COMPANY, L.P. | CHICAGO | 168331 | $2.77B | 25 | 2026-05-31 | → |
| 418 | ARETE WEALTH ADVISORS, LLC | CHICAGO | 145488 | $2.75B | 135 | 2026-06-30 | → |
| 419 | DEARBORN PARTNERS L.L.C. | CHICAGO | 108147 | $2.74B | 24 | 2026-03-31 | → |
| 420 | PPM LOAN MANAGEMENT COMPANY 2, LLC | CHICAGO | 297186 | $2.72B | 12 | 2026-03-31 | → |
| 421 | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC | INDIANAPOLIS | 167429 | $2.70B | 15 | 2026-04-30 | → |
| 422 | NORRIS PERNE & FRENCH LLP | GRAND RAPIDS | 104683 | $2.69B | 18 | 2026-03-31 | → |
| 423 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | DECATUR | 111872 | $2.66B | 67 | 2026-03-31 | → |
| 424 | IPEX, INC. | PLYMOUTH | 124337 | $2.65B | 3 | 2026-06-30 | → |
| 425 | EMBREE FINANCIAL GROUP | CHICAGO | 108233 | $2.64B | 19 | 2026-02-28 | → |
| 426 | MESIROW RE-IA, INC. | CHICAGO | 328098 | $2.64B | 21 | 2026-06-30 | → |
| 427 | PHILLIPS FINANCIAL MANAGEMENT, LLC | FORT WAYNE | 131344 | $2.64B | 32 | 2026-03-31 | → |
| 428 | ZEMENICK & WALKER INC | ST LOUIS | 108670 | $2.63B | 11 | 2026-03-31 | → |
| 429 | COZAD ASSET MANAGEMENT INC | CHAMPAIGN | 104764 | $2.62B | 29 | 2026-03-31 | → |
| 430 | ARGOS CAPITAL PARTNERS, LLC | ST. LOUIS | 116165 | $2.61B | 15 | 2026-04-30 | → |
| 431 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | CHESTERFIELD | 121307 | $2.61B | 44 | 2026-03-31 | → |
| 432 | TRADITION WEALTH MANAGEMENT LLC | EDINA | 128314 | $2.60B | 32 | 2026-06-30 | → |
| 433 | S2G INVESTMENTS, LLC | CHICAGO | 330022 | $2.58B | 55 | 2026-05-31 | → |
| 434 | TYREE & D'ANGELO PARTNERS MANAGEMENT LP | CHICAGO | 298088 | $2.58B | 56 | 2026-03-31 | → |
| 435 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. | BLOOMFIELD HILLS | 121560 | $2.58B | 19 | 2026-03-31 | → |
| 436 | ARTHUR VENTURES MANAGEMENT 2, LLC | MINNEAPOLIS | 326592 | $2.56B | 19 | 2026-04-30 | → |
| 437 | COMPASS CAPITAL MANAGEMENT INC | MINNEAPOLIS | 107823 | $2.56B | 20 | 2026-03-31 | → |
| 438 | CREATIVEONE SECURITIES, LLC | OVERLAND PARK | 152974 | $2.54B | 196 | 2026-05-31 | → |
| 439 | COMMERCE INVESTMENT ADVISORS, INC. | KANSAS CITY | 104705 | $2.54B | 34 | 2026-03-31 | → |
| 440 | CINCINNATI ASSET MANAGEMENT INC | CINCINNATI | 104946 | $2.53B | 15 | 2026-03-31 | → |
| 441 | REVISOR WEALTH MANAGEMENT LLC | AKRON | 169814 | $2.53B | 11 | 2026-05-31 | → |
| 442 | LOCORR FUND MANAGEMENT, LLC | EXCELSIOR | 156247 | $2.53B | 8 | 2026-02-28 | → |
| 443 | CONSTELLATION WEALTH CAPITAL, LLC | CHICAGO | 326917 | $2.52B | 20 | 2026-03-31 | → |
| 444 | PRIVATE WEALTH ASSET MANAGEMENT, LLC | OMAHA | 315819 | $2.52B | 32 | 2026-04-30 | → |
| 445 | STONEBRIDGE CAPITAL ADVISORS LLC | ST. PAUL | 111447 | $2.52B | 31 | 2026-03-31 | → |
| 446 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | CHICAGO | 117681 | $2.50B | 26 | 2026-04-30 | → |
| 447 | SEIZERT CAPITAL PARTNERS, LLC | BIRMINGHAM | 108954 | $2.48B | 17 | 2026-02-28 | → |
| 448 | REINHART PARTNERS, LLC | MEQUON | 106432 | $2.47B | 16 | 2026-05-31 | → |
| 449 | EVERHART FINANCIAL GROUP INC | DUBLIN | 107091 | $2.46B | 59 | 2026-06-30 | → |
| 450 | GRYPHON FINANCIAL PARTNERS, LLC | COLUMBUS | 288210 | $2.44B | 31 | 2026-06-30 | → |
| 451 | PRODIGY ASSET MANAGEMENT LLC | OMAHA | 106457 | $2.44B | 9 | 2026-06-30 | → |
| 452 | BOULAY FINANCIAL ADVISORS, LLC | EDEN PRAIRIE | 111334 | $2.42B | 44 | 2025-08-31 | → |
| 453 | MERITAGE PORTFOLIO MANAGEMENT, INC. | OVERLAND PARK | 107177 | $2.42B | 18 | 2026-02-28 | → |
| 454 | ALIGN CAPITAL PARTNERS, LP | SHAKER HEIGHTS | 284487 | $2.41B | 35 | 2026-03-31 | → |
| 455 | EFS ADVISORS LLC | CAMBRIDGE | 115211 | $2.40B | 59 | 2026-03-31 | → |
| 456 | STONEBRIDGE FINANCIAL GROUP, LLC | ST. LOUIS | 337972 | $2.40B | 10 | 2026-06-30 | → |
| 457 | HEARD CAPITAL LLC | CHICAGO | 297176 | $2.40B | 10 | 2026-04-30 | → |
| 458 | SMITH MOORE & CO. | CLAYTON | 3441 | $2.37B | 65 | 2026-03-31 | → |
| 459 | STAIRWAY PARTNERS, LLC | MINNEAPOLIS | 133157 | $2.36B | 5 | 2026-01-31 | → |
| 460 | CIVC PARTNERS, L.P. | CHICAGO | 157330 | $2.33B | 32 | 2026-03-31 | → |
| 461 | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | KANSAS CITY | 290043 | $2.33B | 105 | 2026-03-31 | → |
| 462 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | INDIANAPOLIS | 107660 | $2.32B | 14 | 2026-03-31 | → |
| 463 | SUMMIT FINANCIAL STRATEGIES INC | COLUMBUS | 110112 | $2.31B | 35 | 2026-02-28 | → |
| 464 | GATEWAY WEALTH PARTNERS, LLC | APPLETON | 322789 | $2.28B | 83 | 2026-06-30 | → |
| 465 | VESTOR CAPITAL, LLC | CHICAGO | 165855 | $2.28B | 27 | 2026-03-31 | → |
| 466 | FEG INVESTMENT SERVICES, LLC | CINCINNATI | 281516 | $2.23B | 13 | 2026-03-31 | → |
| 467 | WEALTHQUEST CORPORATION | CINCINNATI | 141473 | $2.22B | 42 | 2026-03-31 | → |
| 468 | DETALUS ADVISORS, LLC | ST. LOUIS | 117958 | $2.22B | 15 | 2026-03-31 | → |
| 469 | 1834 INVESTMENT ADVISORS CO. | MILWAUKEE | 105435 | $2.20B | 45 | 2026-04-30 | → |
| 470 | WEALTHPLAN INVESTMENT MANAGEMENT LLC | OMAHA | 311364 | $2.19B | 34 | 2026-06-30 | → |
| 471 | NADLER FINANCIAL GROUP, INC. | DEERFIELD | 122617 | $2.18B | 28 | 2026-03-31 | → |
| 472 | SIGMA INVESTMENT COUNSELORS, INC. | NORTHVILLE | 104754 | $2.17B | 20 | 2026-04-30 | → |
| 473 | PDS PLANNING INC | DUBLIN | 106895 | $2.17B | 19 | 2026-03-31 | → |
| 474 | ZUCKERMAN INVESTMENT GROUP, LLC | CHICAGO | 137785 | $2.17B | 15 | 2026-03-31 | → |
| 475 | OCTAVIA WEALTH ADVISORS LLC | CINCINNATI | 306909 | $2.15B | 45 | 2026-06-30 | → |
| 476 | PINNACLE WEALTH PLANNING SERVICES, INC. | MANSFIELD | 106817 | $2.14B | 35 | 2026-06-30 | → |
| 477 | OKABENA INVESTMENT SERVICES INC | MINNEAPOLIS | 111162 | $2.12B | 18 | 2026-03-31 | → |
| 478 | DISTILLATE CAPITAL PARTNERS LLC | CHICAGO | 297521 | $2.11B | 4 | 2026-02-28 | → |
| 479 | GERCHEN CAPITAL MANAGEMENT, LLC | CHICAGO | 316524 | $2.11B | 23 | 2026-03-31 | → |
| 480 | ELSER FINANCIAL PLANNING, INC. | INDIANAPOLIS | 143311 | $2.11B | 15 | 2026-03-31 | → |
| 481 | FIDUCIARY ADVISORS, INC. | ST. LOUIS | 108239 | $2.10B | 4 | 2026-03-31 | → |
| 482 | L.M. KOHN & COMPANY | CINCINNATI | 27913 | $2.09B | 85 | 2025-04-30 | → |
| 483 | COLUMBIA CAPITAL MANAGEMENT, LLC | MERRIAM | 112773 | $2.09B | 18 | 2026-03-31 | → |
| 484 | FIRST HEARTLAND CONSULTANTS, INC. | LAKE ST. LOUIS | 110377 | $2.09B | 96 | 2026-03-31 | → |
| 485 | MAREN CAPITAL LLC | CHICAGO | 319626 | $2.08B | 6 | 2026-04-30 | → |
| 486 | GILLSON CAPITAL LP | CHICAGO | 284079 | $2.07B | 16 | 2026-03-31 | → |
| 487 | HUB INVESTMENT ADVISORS, INC | OMAHA | 164600 | $2.07B | 9 | 2026-01-31 | → |
| 488 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | MIAMISBURG | 107316 | $2.07B | 34 | 2026-03-31 | → |
| 489 | ELLENBECKER INVESTMENT GROUP, INC. | WAUKESHA | 173851 | $2.06B | 51 | 2026-03-31 | → |
| 490 | MADISON AVENUE FINANCIAL SOLUTIONS, LLC | CHICAGO | 307461 | $2.06B | 1 | 2026-05-31 | → |
| 491 | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | CANTON | 109882 | $2.06B | 14 | 2026-03-31 | → |
| 492 | FOUNDRY PARTNERS, LLC | CLEVELAND | 164863 | $2.05B | 17 | 2025-03-31 | → |
| 493 | CARSON GROUP INVESTING, LLC | OMAHA | 291744 | $2.05B | 7 | 2026-05-31 | → |
| 494 | DOYENNE WEALTH ADVISORS LLC | CHICAGO | 315995 | $2.04B | 18 | 2026-05-31 | → |
| 495 | MOSAIC FAMILY WEALTH PARTNERS, LLC | ST. LOUIS | 317377 | $2.04B | 22 | 2026-03-31 | → |
| 496 | OPEROSE ADVISORS LLC | MILWAUKEE | 287465 | $2.04B | 20 | 2026-03-31 | → |
| 497 | ATWOOD & PALMER, INC. | KANSAS CITY | 104995 | $2.04B | 9 | 2026-02-28 | → |
| 498 | KEEBECK PARTNERS, LLC | CHICAGO | 297496 | $2.03B | 9 | 2026-03-31 | → |
| 499 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | EDINA | 117962 | $2.03B | 34 | 2026-04-30 | → |
| 500 | FRONTENAC COMPANY LLC | CHICAGO | 156096 | $2.03B | 28 | 2026-03-31 | → |
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