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 | |
|---|---|---|---|---|---|---|---|
| 701 | CVFG LLC | SHELBYVILLE | 325310 | $1.15B | 11 | 2026-05-31 | → |
| 702 | ERN FINANCIAL, LLC | MIDDLETON | 297717 | $1.15B | 12 | 2026-04-30 | → |
| 703 | KFG WEALTH MANAGEMENT, LLC | GRANGER | 128606 | $1.15B | 113 | 2026-03-31 | → |
| 704 | SPECTRUM WEALTH COUNSEL, LLC | INDIANAPOLIS | 323651 | $1.15B | 12 | 2025-03-31 | → |
| 705 | VIKING FUND MANAGEMENT LLC | MINOT | 107927 | $1.15B | 5 | 2026-03-31 | → |
| 706 | DEAN CAPITAL MANAGEMENT, LLC | OVERLAND PARK | 145666 | $1.15B | 6 | 2026-06-30 | → |
| 707 | ACCEL WEALTH MANAGEMENT LLC | WAVERLY | 286201 | $1.15B | 19 | 2026-03-31 | → |
| 708 | FINANCIAL PARTNERS GROUP, INC. | OVERLAND PARK | 288644 | $1.15B | 9 | 2026-03-31 | → |
| 709 | IRONVINE CAPITAL PARTNERS, LLC | OMAHA | 168892 | $1.14B | 5 | 2026-05-31 | → |
| 710 | ELGETHUN CAPITAL MANAGEMENT | SIOUX FALLS | 127616 | $1.14B | 13 | 2026-03-31 | → |
| 711 | FI3 FINANCIAL ADVISORS, LLC | INDIANAPOLIS | 168005 | $1.14B | 21 | 2026-06-30 | → |
| 712 | WATERFRONT WEALTH INC. | OVERLAND PARK | 173220 | $1.14B | 14 | 2026-03-31 | → |
| 713 | GUARDIAN WEALTH STRATEGIES, LLC | MINNEAPOLS | 167485 | $1.14B | 11 | 2026-02-28 | → |
| 714 | PROVIDENT INVESTMENT MANAGEMENT, INC. | NOVI | 106976 | $1.13B | 10 | 2026-06-30 | → |
| 715 | ANCORA ALTERNATIVES LLC | CLEVELAND | 311902 | $1.13B | 54 | 2026-03-31 | → |
| 716 | MERAMEC FINANCIAL PLANNERS, LLC | CLAYTON | 335112 | $1.13B | 16 | 2026-02-28 | → |
| 717 | RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC | SKOKIE | 137021 | $1.13B | 15 | 2025-03-31 | → |
| 718 | LVZ, INC. | HOLLAND | 124228 | $1.13B | 24 | 2026-03-31 | → |
| 719 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | AKRON | 138851 | $1.12B | 9 | 2026-03-31 | → |
| 720 | ADAMSBROWN WEALTH CONSULTANTS LLC | WICHITA | 308410 | $1.12B | 22 | 2026-02-28 | → |
| 721 | WEALTHPLAN PARTNERS, LLC | OMAHA | 305026 | $1.12B | 56 | 2026-02-28 | → |
| 722 | BLUESTEM WEALTH PARTNERS, LLC | MINNETONKA | 324489 | $1.12B | 34 | 2026-03-31 | → |
| 723 | WISHBONE MANAGEMENT, LP | CHICAGO | 283479 | $1.12B | 22 | 2026-03-31 | → |
| 724 | ASA MANAGED ACCOUNT MANAGERS LLC | MINNEAPOLIS | 162855 | $1.12B | 1 | 2026-06-30 | → |
| 725 | ARTHUR M. COHEN & ASSOCIATES LLC | NORTHBROOK | 105894 | $1.11B | 5 | 2026-04-30 | → |
| 726 | BEARING POINT CAPITAL, LLC | RICHFIELD | 332023 | $1.11B | 7 | 2026-04-30 | → |
| 727 | FINANCIAL ADVISORY CORPORATION | GRAND RAPIDS | 105472 | $1.10B | 14 | 2026-02-28 | → |
| 728 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | WAYZATA | 129963 | $1.10B | 9 | 2026-03-31 | → |
| 729 | COHEN CAPITAL ADVISORS, LLC | CHICAGO | 339112 | $1.10B | 11 | 2026-05-31 | → |
| 730 | ASSET CONSULTING GROUP, LLC | CLAYTON | 107574 | $1.10B | 50 | 2026-03-31 | → |
| 731 | PRAIRIEVIEW PARTNERS, LLC | ST. PAUL | 145743 | $1.09B | 21 | 2025-02-28 | → |
| 732 | NEW HARBOR CAPITAL MANAGEMENT, LP | CHICAGO | 283319 | $1.09B | 18 | 2026-05-31 | → |
| 733 | THE JOSEPH GROUP LLC | COLUMBUS | 165311 | $1.09B | 25 | 2026-03-31 | → |
| 734 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | LOMBARD | 309050 | $1.09B | 12 | 2026-03-31 | → |
| 735 | MAY RIVER CAPITAL, LLC | CHICAGO | 166007 | $1.09B | 19 | 2026-03-31 | → |
| 736 | OFS CLO MANAGEMENT II, LLC | CHICAGO | 323411 | $1.09B | 50 | 2026-03-31 | → |
| 737 | CENTERFIELD MANAGEMENT III, INC | INDIANAPOLIS | 161504 | $1.08B | 15 | 2026-03-31 | → |
| 738 | INTEGRATED INVESTMENT CONSULTANTS, LLC | BLOOMFIELD HILLS | 175299 | $1.08B | 10 | 2026-04-30 | → |
| 739 | LINEWEAVER WEALTH ADVISORS, LLC | VALLEY VIEW | 173310 | $1.08B | 21 | 2026-03-31 | → |
| 740 | BPS WEALTH ADVISORS, INC. | CANFIELD | 106249 | $1.08B | 5 | 2026-04-30 | → |
| 741 | RANDOLPH CO INC | CINCINNATI | 104868 | $1.08B | 6 | 2026-03-31 | → |
| 742 | GOLDSTEIN ADVISORS, LLC | MADISON | 323125 | $1.08B | 19 | 2026-02-28 | → |
| 743 | HORIZON WEALTH MANAGEMENT, LLC | LA GRANGE | 170255 | $1.08B | 10 | 2026-02-28 | → |
| 744 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | MINNEAPOLIS | 330050 | $1.07B | 14 | 2026-06-30 | → |
| 745 | SPECTRUM INVESTMENT ADVISORS, INC. | MEQUON | 108669 | $1.06B | 27 | 2026-03-31 | → |
| 746 | ISTO ADVISORS, LLC | TROY | 284560 | $1.06B | 27 | 2026-03-31 | → |
| 747 | VESTIA ADVISORS, LLC | FORT WAYNE | 290565 | $1.06B | 31 | 2026-03-31 | → |
| 748 | FORM WEALTH ADVISORS, LLC | LAKE GENEVA | 326519 | $1.06B | 16 | 2026-03-31 | → |
| 749 | STEPP & ROTHWELL INC | OVERLAND PARK | 107999 | $1.06B | 25 | 2026-03-31 | → |
| 750 | GOLDSTONE FINANCIAL GROUP, LLC | OAKBROOK TERRACE | 222520 | $1.05B | 43 | 2026-03-31 | → |
| 751 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | LIBERTYVILLE | 304290 | $1.05B | 20 | 2026-03-31 | → |
| 752 | TIMBER BAY PARTNERS, LLC | CINCINNATI | 286653 | $1.05B | 9 | 2026-06-30 | → |
| 753 | COYLE FINANCIAL COUNSEL, LLC | GLENVIEW | 110593 | $1.05B | 24 | 2026-03-31 | → |
| 754 | MODERN PORTFOLIO MANAGEMENT INC | HOLLAND | 104926 | $1.04B | 18 | 2026-05-31 | → |
| 755 | PENINSULA CAPITAL PARTNERS, L.L.C. | SOUTHFIELD | 157354 | $1.04B | 14 | 2026-04-30 | → |
| 756 | FORT SHERIDAN ADVISORS LLC | HIGHLAND PARK | 151139 | $1.03B | 10 | 2026-06-30 | → |
| 757 | WILLIAM MACK & ASSOCIATES INC | TROY | 107377 | $1.03B | 22 | 2026-04-30 | → |
| 758 | RUNWAY GROWTH CAPITAL LLC | CHICAGO | 281514 | $1.03B | 26 | 2026-03-31 | → |
| 759 | NORTHWEST WEALTH MANAGEMENT, LLC | SPENCER | 152816 | $1.03B | 26 | 2026-03-31 | → |
| 760 | WALKNER CONDON FINANCIAL ADVISORS LLC | VERONA | 160109 | $1.03B | 18 | 2026-06-30 | → |
| 761 | IFG ADVISORS, LLC | ST. LOUIS | 172329 | $1.03B | 5 | 2026-03-31 | → |
| 762 | PARK PIEDMONT ADVISORS LLC | CHICAGO | 129451 | $1.03B | 11 | 2025-09-30 | → |
| 763 | VANTAGE FINANCIAL PARTNERS, LLC | ELM GROVE | 315828 | $1.02B | 26 | 2026-03-31 | → |
| 764 | HURON CAPITAL PARTNERS LLC | DETROIT | 157060 | $1.02B | 16 | 2026-06-30 | → |
| 765 | NORTHSTAR COMPANY, LLC | MINNEAPOLIS | 158003 | $1.02B | 17 | 2026-03-31 | → |
| 766 | ASSET ALLOCATION STRATEGIES, LLC | FARMINGTON | 152339 | $1.02B | 45 | 2026-03-31 | → |
| 767 | MCD-KISSNER GP, LLC | OVERLAND PARK | 336165 | $1.02B | 5 | 2026-03-31 | → |
| 768 | LAFLEUR & GODFREY LLC | GRAND RAPIDS | 168831 | $1.02B | 7 | 2026-03-31 | → |
| 769 | ARCHER INVESTMENT CORPORATION | CARMEL | 136403 | $1.01B | 80 | 2026-03-31 | → |
| 770 | VERTEX PLANNING PARTNERS, LLC | DOWNERS GROVE | 316839 | $1.01B | 20 | 2026-03-31 | → |
| 771 | STANDARD FAMILY OFFICE, LLC | SIOUX FALLS | 301865 | $1.01B | 8 | 2026-03-31 | → |
| 772 | GROWTH CATALYST PARTNERS, L.P. | CHICAGO | 311410 | $1.01B | 14 | 2026-05-31 | → |
| 773 | LEGACY FINANCIAL GROUP, LLC | DES MOINES | 154927 | $1.01B | 18 | 2026-05-31 | → |
| 774 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | APPLETON | 149830 | $1.01B | 14 | 2026-02-28 | → |
| 775 | LONGFORD CAPITAL MANAGEMENT, LP | CHICAGO | 284049 | $1.00B | 14 | 2026-03-31 | → |
| 776 | BURLING WEALTH PARTNERS, LLC | CHICAGO | 332198 | $1.00B | 8 | 2026-03-31 | → |
| 777 | EVEREST FINANCIAL GROUP LLC | MINNEAPOLIS | 137260 | $1.00B | 12 | 2026-03-31 | → |
| 778 | WORLD EQUITY GROUP, INC. | SCHAUMBURG | 29087 | $1.00B | 165 | 2026-06-30 | → |
| 779 | ST. CLAIR ADVISORS, LLC | MAYFIELD HEIGHTS | 155064 | $997.6M | 12 | 2026-03-31 | → |
| 780 | TSFG, LLC | LAKE FOREST | 172555 | $997.2M | 19 | 2026-03-31 | → |
| 781 | HUIZENGA CAPITAL MANAGEMENT, LLC | OAK BROOK | 156524 | $996.7M | 13 | 2026-03-31 | → |
| 782 | LANTZ FINANCIAL LLC | NAPERVILLE | 297573 | $994.1M | 13 | 2026-04-30 | → |
| 783 | KABOUTER MANAGEMENT, LLC | CHICAGO | 153099 | $992.5M | 15 | 2026-03-31 | → |
| 784 | ADVISORY RESEARCH INC | CHICAGO | 108254 | $991.3M | 14 | 2026-03-31 | → |
| 785 | RIVERVIEW RESEARCH, LLC | INDEPENDENCE | 162318 | $990.8M | 3 | 2026-03-31 | → |
| 786 | TERRIL BROTHERS INC | SAINT LOUIS | 110422 | $987.8M | 16 | 2026-03-31 | → |
| 787 | FINANCIAL ENHANCEMENT GROUP LLC | ANDERSON | 159017 | $987.0M | 24 | 2026-02-28 | → |
| 788 | NORTH SKY CAPITAL, LLC | WAYZATA | 133959 | $986.1M | 17 | 2026-03-31 | → |
| 789 | NUANCE INVESTMENTS, LLC | KANSAS CITY | 148534 | $984.3M | 11 | 2026-01-31 | → |
| 790 | WALTER & KEENAN WEALTH MANAGEMENT, LLC | SOUTH BEND | 104838 | $983.3M | 7 | 2026-03-31 | → |
| 791 | SUMMIT X | CHESTERFIELD | 282502 | $978.7M | 22 | 2025-03-31 | → |
| 792 | WEALTH ALLIANCE ADVISORY GROUP, LLC | WICHITA | 290329 | $978.6M | 7 | 2026-06-30 | → |
| 793 | MBE WEALTH MANAGEMENT, LLC | TOMAH | 165516 | $977.1M | 18 | 2026-02-28 | → |
| 794 | INTERTIDE PARTNERS L.L.C. | CHICAGO | 326896 | $971.4M | 3 | 2026-04-30 | → |
| 795 | CHICAGO ATLANTIC ADVISERS, LLC | CHICAGO | 311619 | $970.3M | 93 | 2026-05-31 | → |
| 796 | CARRERA CAPITAL ADVISORS, LLC | TROY | 330834 | $968.7M | 13 | 2026-03-31 | → |
| 797 | LIFEWORKS ADVISORS, LLC | GRAND RAPIDS | 288255 | $966.7M | 48 | 2026-06-30 | → |
| 798 | RIVERBEND CAPITAL ADVISORS, LLC | CHICAGO | 157117 | $964.8M | 5 | 2026-03-31 | → |
| 799 | AMI INVESTMENT MANAGEMENT INC | KENDALLVILLE | 106321 | $963.6M | 6 | 2026-03-31 | → |
| 800 | EVERNEST FINANCIAL ADVISORS | CARMEL | 328161 | $963.0M | 6 | 2026-03-31 | → |
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