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 | |
|---|---|---|---|---|---|---|---|
| 801 | CORTLAND ASSOCIATES INC | ST. LOUIS | 104681 | $958.0M | 7 | 2026-03-31 | → |
| 802 | LEGACY FINANCIAL STRATEGIES, LLC | OVERLAND PARK | 283553 | $952.0M | 16 | 2026-02-28 | → |
| 803 | CCM INVESTMENT GROUP, LLC | NORTHFIELD | 327915 | $951.6M | 3 | 2025-03-31 | → |
| 804 | SMI ADVISORY SERVICES, LLC | COLUMBUS | 137872 | $949.0M | 5 | 2026-01-31 | → |
| 805 | THE MOSAIC FINANCIAL GROUP, LLC | CHICAGO | 109816 | $948.7M | 27 | 2026-03-31 | → |
| 806 | DGV SOLUTIONS LP | MINNETONKA | 174379 | $944.4M | 6 | 2026-03-31 | → |
| 807 | ROBERTS, GLORE & CO. | DEERFIELD | 109792 | $938.4M | 7 | 2026-03-31 | → |
| 808 | CEDAR STREET ASSET MANAGEMENT LLC | CHICAGO | 285814 | $938.4M | 11 | 2026-03-31 | → |
| 809 | CUTTER AND COMPANY BROKERAGE, INC. | BALLWIN | 22449 | $937.0M | 48 | 2025-04-30 | → |
| 810 | STONEBROOK PRIVATE LLC | NORTHVILLE | 325434 | $937.0M | 11 | 2026-05-31 | → |
| 811 | RITTER DANIHER FINANCIAL ADVISORY LLC | CINCINNATI | 321827 | $936.5M | 15 | 2026-03-31 | → |
| 812 | HARTLINE INVESTMENT CORP. | WINNETKA | 106923 | $935.5M | 6 | 2026-03-31 | → |
| 813 | FINANCIAL SOLUTIONS ADVISORY GROUP, INC. | CHICAGO | 125218 | $935.0M | 10 | 2026-03-31 | → |
| 814 | BOS ASSET MANAGEMENT, LLC | SPRINGFIELD | 310632 | $933.2M | 11 | 2026-04-30 | → |
| 815 | LS INVESTMENT ADVISORS, LLC | BLOOMFIELD HILLS | 146829 | $932.1M | 10 | 2026-06-30 | → |
| 816 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | LEAWOOD | 288641 | $931.8M | 41 | 2026-04-30 | → |
| 817 | PCG WEALTH ADVISORS, LLC | OVERLAND PARK | 290977 | $931.1M | 24 | 2026-06-30 | → |
| 818 | GALECKI FINANCIAL MANAGEMENT INC | FORT WAYNE | 107218 | $929.5M | 15 | 2026-02-28 | → |
| 819 | CANVAS WEALTH ADVISORS, LLC | SHAWNEE | 306343 | $929.2M | 11 | 2026-05-31 | → |
| 820 | OLD MISSION INVESTMENT COMPANY, LLC | TRAVERSE CITY | 140381 | $929.0M | 10 | 2026-03-31 | → |
| 821 | TRIFECTA CAPITAL ADVISORS, LLC | NORTHBROOK | 317391 | $927.4M | 3 | 2026-03-31 | → |
| 822 | GLS CAPITAL, LLC | CHICAGO | 298976 | $924.7M | 11 | 2026-03-31 | → |
| 823 | DILLON & ASSOCIATES INC | JACKSON | 104662 | $916.4M | 8 | 2026-06-30 | → |
| 824 | RMG WEALTH MANAGEMENT, LLC | PLATTEVILLE | 310363 | $914.0M | 23 | 2026-04-30 | → |
| 825 | MCMILLAN OFFICE, INC. | ST. CLAIR SHORES | 157836 | $913.7M | 9 | 2026-03-31 | → |
| 826 | PEAK WEALTH SOLUTIONS, INC. | PEPPER PIKE | 127391 | $911.6M | 10 | 2026-03-31 | → |
| 827 | CLARIS ADVISORS, LLC | ST. LOUIS | 117734 | $911.1M | 3 | 2026-03-31 | → |
| 828 | SYVERSON STREGE & COMPANY | WEST DES MOINES | 109228 | $910.8M | 15 | 2026-05-31 | → |
| 829 | CLAYTON FINANCIAL SERVICES INC | TOPEKA | 105898 | $909.8M | 14 | 2026-03-31 | → |
| 830 | DEAN INVESTMENT ASSOCIATES, LLC | BEAVERCREEK | 104635 | $909.3M | 10 | 2026-03-31 | → |
| 831 | ALLEY INVESTMENT MANAGEMENT COMPANY, LLC | LAKE FOREST | 317544 | $907.2M | 9 | 2026-03-31 | → |
| 832 | CRANBROOK WEALTH MANAGEMENT, LLC | BLOOMFIELD HILLS | 132058 | $906.8M | 6 | 2026-03-31 | → |
| 833 | BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | CEDAR RAPIDS | 13609 | $906.4M | 100 | 2026-03-31 | → |
| 834 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | CHICAGO | 168346 | $906.2M | 6 | 2026-03-31 | → |
| 835 | CONVERGENCE FINANCIAL, LLC | COLUMBIA | 304146 | $904.0M | 18 | 2026-06-30 | → |
| 836 | FORMIDABLE ASSET MANAGEMENT, LLC | CINCINNATI | 167555 | $903.0M | 21 | 2026-03-31 | → |
| 837 | STUDIO INVESTMENT MANAGEMENT, LLC | CHICAGO | 158489 | $903.0M | 9 | 2026-03-31 | → |
| 838 | DMKC ADVISORY SERVICES, LLC | DES MOINES | 145112 | $902.5M | 13 | 2026-03-31 | → |
| 839 | BEACON FINANCIAL ADVISORY LLC | CLEVELAND | 174334 | $900.7M | 13 | 2026-03-31 | → |
| 840 | GREENUP STREET WEALTH MANAGEMENT LLC | OVERLAND PARK | 311391 | $900.4M | 20 | 2026-04-30 | → |
| 841 | GOLDNER HAWN LP | MINNEAPOLIS | 299154 | $898.9M | 13 | 2026-04-30 | → |
| 842 | SFAM, LLC | ELMHURST | 145026 | $896.5M | 6 | 2026-03-31 | → |
| 843 | JLB & ASSOCIATES INC | PLYMOUTH | 104655 | $892.7M | 4 | 2026-04-30 | → |
| 844 | INVESTMENT PARTNERS LTD | NEW PHILADELPHIA | 108913 | $892.3M | 20 | 2026-05-31 | → |
| 845 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC | CLAYTON | 298774 | $889.3M | 12 | 2026-02-28 | → |
| 846 | BERNICKE WEALTH MANAGEMENT, LTD. | ALTOONA | 335431 | $887.4M | 26 | 2026-05-31 | → |
| 847 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. | SALINA | 157755 | $884.8M | 46 | 2026-03-31 | → |
| 848 | BASEPOINT WEALTH, LLC | CEDAR RAPIDS | 289538 | $883.8M | 24 | 2026-02-28 | → |
| 849 | ALL STAR FINANCIAL LLC | MINNEAPOLIS | 323765 | $881.7M | 14 | 2026-02-28 | → |
| 850 | MILESTONE INVESTMENT ADVISORS, LLC | MIDDLETON | 168429 | $877.6M | 7 | 2026-05-31 | → |
| 851 | RUNNING OAK CAPITAL LLC | EDINA | 286656 | $874.7M | 2 | 2026-05-31 | → |
| 852 | ATLAS WEALTH LLC | CINCINNATI | 321832 | $872.6M | 7 | 2026-04-30 | → |
| 853 | MARQUETTE ASSET MANAGEMENT, LLC | MINNEAPOLIS | 282482 | $871.6M | 7 | 2026-03-31 | → |
| 854 | SECURE ASSET MANAGEMENT, L.L.C. | TROY | 144046 | $870.6M | 54 | 2026-06-30 | → |
| 855 | PRAIRIE MANAGEMENT COMPANY, L.P. | CHICAGO | 155566 | $869.9M | 22 | 2026-03-31 | → |
| 856 | ATLAS CAPITAL MANAGEMENT CORP | FT WAYNE | 106107 | $869.8M | 9 | 2026-03-31 | → |
| 857 | CANOPY PARTNERS, LLC | CINCINNATI | 324812 | $869.0M | 7 | 2026-03-31 | → |
| 858 | PARK CAPITAL MANAGEMENT, LLC | MADISON | 158965 | $868.0M | 9 | 2026-03-31 | → |
| 859 | VANTAGE FINANCIAL GROUP, INC. | CLEVELAND | 105950 | $866.9M | 60 | 2026-03-31 | → |
| 860 | TSG ADVICE PARTNERS, LLC | COLUMBUS | 305999 | $866.5M | 16 | 2026-03-31 | → |
| 861 | XA INVESTMENTS LLC | CHICAGO | 284005 | $865.6M | 15 | 2026-03-31 | → |
| 862 | GREENROCK RESEARCH, INC. | CHICAGO | 131825 | $863.9M | 6 | 2026-03-31 | → |
| 863 | ATIVO CAPITAL MANAGEMENT, LLC | CHICAGO | 125303 | $862.7M | 8 | 2026-03-31 | → |
| 864 | MCMILL WEALTH INC | NORFOLK | 129015 | $862.3M | 50 | 2026-03-31 | → |
| 865 | BRASS TAX WEALTH MANAGEMENT, INC. | CINCINNATI | 285249 | $860.2M | 29 | 2025-03-31 | → |
| 866 | CAMBIENT FAMILY OFFICE, LLC | ADA | 335128 | $857.9M | 6 | 2026-03-31 | → |
| 867 | ESTUARY CAPITAL MANAGEMENT LP | WAYZATA | 323379 | $853.9M | 13 | 2026-03-31 | → |
| 868 | BIRCHWOOD FINANCIAL PARTNERS, INC. | BLOOMINGTON | 169962 | $853.2M | 15 | 2026-03-31 | → |
| 869 | LEELYN SMITH, LLC | GENEVA | 110517 | $852.3M | 38 | 2026-04-30 | → |
| 870 | P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | CEDARBURG | 104701 | $852.0M | 18 | 2026-03-31 | → |
| 871 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | MANSFIELD | 286093 | $850.6M | 30 | 2026-06-30 | → |
| 872 | LIBERTY CAPITAL MANAGEMENT INC | BIRMINGHAM | 106063 | $849.5M | 4 | 2026-02-28 | → |
| 873 | MITCHELL CAPITAL MANAGEMENT CO | LEAWOOD | 106338 | $847.3M | 11 | 2026-03-31 | → |
| 874 | RIVERGLADE CAPITAL MANAGEMENT, L.P. | CHICAGO | 290557 | $846.9M | 12 | 2026-03-31 | → |
| 875 | BARON WEALTH MANAGEMENT, LLC | TROY | 153117 | $846.8M | 6 | 2026-03-31 | → |
| 876 | LINCOLN CAPITAL, LLC | LINCOLN | 168307 | $844.8M | 9 | 2026-03-31 | → |
| 877 | HPE CAPITAL MANAGEMENT II, LLC | CINCINNATI | 283607 | $840.5M | 6 | 2026-05-31 | → |
| 878 | TFB ADVISORS, LLC | OVERLAND PARK | 321870 | $840.2M | 23 | 2026-04-30 | → |
| 879 | PINION INVESTMENT ADVISORS, LLC | WICHITA | 114556 | $837.1M | 12 | 2026-05-31 | → |
| 880 | EXCHANGE CAPITAL MANAGEMENT INC | ANN ARBOR | 104875 | $832.8M | 13 | 2025-02-28 | → |
| 881 | LYNCH & ASSOCIATES INC | NEWBURGH | 108326 | $831.1M | 7 | 2026-02-28 | → |
| 882 | STRATEGIC INVESTMENT SOLUTIONS, INC. | ORLAND PARK | 143128 | $830.2M | 14 | 2026-02-28 | → |
| 883 | MPS-LORIA FINANCIAL PLANNERS,LLC | BURR RIDGE | 122866 | $826.6M | 7 | 2026-02-28 | → |
| 884 | FOGUTH WEALTH MANAGEMENT, LLC. | BRIGHTON | 327434 | $825.1M | 88 | 2026-06-30 | → |
| 885 | ADVISORS MANAGEMENT GROUP INC | LA CROSSE | 113020 | $819.6M | 17 | 2026-03-31 | → |
| 886 | GCG MANAGEMENT, LLC | CHICAGO | 156816 | $818.2M | 10 | 2026-03-31 | → |
| 887 | SUNFLOWER WEALTH ADVISORS LLC | SALINA | 269963 | $812.8M | 3 | 2026-03-31 | → |
| 888 | SPEYSIDE EQUITY ADVISERS LLC | ANN ARBOR | 325765 | $811.4M | 11 | 2026-03-31 | → |
| 889 | THE ADVOCATE GROUP, LLC | MINNETONKA | 155270 | $809.9M | 17 | 2026-02-28 | → |
| 890 | CAPITAL INNOVATIONS, LLC | WAUKESHA | 145329 | $806.7M | 4 | 2026-03-31 | → |
| 891 | DROMS STRAUSS ADVISORS, INC. | ST. LOUIS | 108620 | $806.3M | 8 | 2026-03-31 | → |
| 892 | WARBERG ASSET MANAGEMENT LLC | WINNETKA | 164003 | $805.9M | 10 | 2026-03-31 | → |
| 893 | HENRICKSON NAUTA WEALTH ADVISORS, INC. | BELMONT | 141201 | $805.4M | 15 | 2026-06-30 | → |
| 894 | LAKERIDGE WEALTH MANAGEMENT LLC | MENTOR | 314071 | $805.4M | 22 | 2026-06-30 | → |
| 895 | COPPER HARBOR INVESTMENT ADVISORS, LLC | APPLETON | 169978 | $805.0M | 6 | 2026-03-31 | → |
| 896 | TEMPO WEALTH, LLC | INDEPENDENCE | 336316 | $804.3M | 12 | 2026-03-31 | → |
| 897 | THE O'DELL GROUP, LLC | CINCINNATI | 119850 | $803.3M | 15 | 2025-03-31 | → |
| 898 | COMPASS GROUP MANAGEMENT, LLC | ST. LOUIS | 317244 | $801.5M | 26 | 2026-05-31 | → |
| 899 | CREEKMUR ASSET MANAGEMENT, LLC | MORTON | 306903 | $800.0M | 36 | 2026-03-31 | → |
| 900 | BRADY MARTZ WEALTH SOLUTIONS, LLC | GRAND FORKS | 331043 | $795.3M | 11 | 2026-06-30 | → |
Related Lists
Sleeve2,567 firms · 2026-06-30