Research Report · 2026-06-30
Institutional Registered Investment Advisers in the Midwest
SEC-registered investment advisers in the Midwest ranked by reported institutional client assets.
Firms
1,690
Total AUM
$16.55T
Median AUM
$572.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1001 | GLASS RETIREMENT STRATEGIES, INC. | WEST BLOOMFIELD | 172610 | $20.1M | 2 | 2026-03-31 | → |
| 1002 | STRATEGIC INVESTMENT ADVISORS, LLC | NOVI | 151501 | $1.82B | 16 | 2026-06-30 | → |
| 1003 | WEALTH ADVISORS OF IOWA, LLC | WEST DES MOINES | 115088 | $539.4M | 12 | 2026-03-31 | → |
| 1004 | FAIRHAVEN FINANCIAL ADVISORY CORPORATION | EAST LANSING | 124266 | $377.6M | 7 | 2026-01-31 | → |
| 1005 | JCM STRATEGIC WEALTH PARTNERS LLC | INDIANAPOLIS | 315220 | $152.4M | 5 | 2026-01-31 | → |
| 1006 | AVAII WEALTH MANAGEMENT, LLC | APPLETON | 298165 | $602.8M | 18 | 2026-03-31 | → |
| 1007 | MEREDITH WEALTH PLANNING LLC | MARYVILLE | 300019 | $478.7M | 2 | 2026-01-31 | → |
| 1008 | BALLAST ADVISORS, LLC | WOODBURY | 285991 | $674.5M | 15 | 2026-03-31 | → |
| 1009 | ELLSWORTH ADVISORS, LLC | HUDSON | 297464 | $1.19B | 16 | 2026-02-28 | → |
| 1010 | ENTASIS ASSET MANAGEMENT LLC | BROOKFIELD | 282711 | $197.9M | 5 | 2026-03-31 | → |
| 1011 | FLAGSTONE FINANCIAL MANAGEMENT, LLC | LINCOLN | 285484 | $467.8M | 11 | 2026-04-30 | → |
| 1012 | ANEW ADVISORS, LLC | WAUWATOSA | 316462 | $67.8M | 4 | 2025-05-31 | → |
| 1013 | HILL INVESTMENT GROUP PARTNERS, LLC | ST. LOUIS | 312052 | $1.35B | 12 | 2026-03-31 | → |
| 1014 | ALTRIUS CAPITAL MANAGEMENT, INC. | NOVI | 121529 | $716.0M | 12 | 2026-03-31 | → |
| 1015 | WEALTH EASE WEALTH MANAGEMENT LLC | MARSHALL | 332595 | $132.2M | 3 | 2026-03-31 | → |
| 1016 | BERGER FINANCIAL GROUP, INC. | PLYMOUTH | 308174 | $2.95B | 89 | 2026-03-31 | → |
| 1017 | ADVISORNET FINANCIAL, INC. | MINNETONKA | 113074 | $3.15B | 131 | 2026-03-31 | → |
| 1018 | FAIRHAVEN WEALTH MANAGEMENT, LLC | WHEATON | 173771 | $783.2M | 19 | 2025-02-28 | → |
| 1019 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC | CRYSTAL LAKE | 147376 | $195.4M | 5 | 2026-03-31 | → |
| 1020 | MWA FINANCIAL SERVICES, INC. | ROCK ISLAND | 112630 | $640.0M | 721 | 2026-05-31 | → |
| 1021 | KEYSTONE WEALTH MANAGEMENT INC. | WATERLOO | 304133 | $137.4M | 2 | 2026-06-30 | → |
| 1022 | THE ETF STORE, INC. | OVERLAND PARK | 148229 | $168.2M | 6 | 2026-03-31 | → |
| 1023 | ARTIFEX FINANCIAL GROUP, LLC | OAKWOOD | 140643 | $328.7M | 5 | 2026-03-31 | → |
| 1024 | BULLETPROOF CAPITAL, LLC | CHICAGO | 341136 | $575.8M | 8 | 2026-05-31 | → |
| 1025 | FRIDAY FINANCIAL, INC. | DUBUQUE | 329748 | $409.3M | 9 | 2026-05-31 | → |
| 1026 | BANTAMAC CAPITAL, LLC | CHICAGO | 307765 | $224.7M | 4 | 2026-03-31 | → |
| 1027 | PARKSIDE INVESTMENTS, LLC | DEERFIELD | 286178 | $1.44B | 7 | 2026-04-30 | → |
| 1028 | REVOLUTION CAPITAL, LLC | OMAHA | 300496 | $241.9M | 8 | 2026-04-30 | → |
| 1029 | TFG ADVISERS LLC | AUBURN HILLS | 288787 | $423.4M | 8 | 2025-02-28 | → |
| 1030 | RABE INVESTMENT CONSULTING GROUP | RICHFIELD | 316029 | $147.3M | 3 | 2026-06-30 | → |
| 1031 | HFG ADVISORS, INC. | CINCINNATI | 282027 | $426.7M | 9 | 2026-04-30 | → |
| 1032 | CRAFT & SAGE WEALTH, LLC | KANSAS CITY | 323565 | $306.8M | 11 | 2026-03-31 | → |
| 1033 | PROSPERITY PLANNING, INC. | NORTH KANSAS CITY | 298268 | $543.2M | 13 | 2026-05-31 | → |
| 1034 | BELL CITY WEALTH, INC. | HILLSBORO | 326354 | $163.3M | 2 | 2026-02-28 | → |
| 1035 | GRAYBILL WEALTH MANAGEMENT, LTD. | ELMHURST | 112046 | $525.8M | 5 | 2026-03-31 | → |
| 1036 | KMG FIDUCIARY PARTNERS, LLC | TOLEDO | 298331 | $1.67B | 16 | 2026-05-31 | → |
| 1037 | CHICAGO WEALTH MANAGEMENT, INC. | CHICAGO | 112271 | $365.7M | 6 | 2026-03-31 | → |
| 1038 | BEARING POINT CAPITAL, LLC | RICHFIELD | 332023 | $1.11B | 7 | 2026-04-30 | → |
| 1039 | FSB PREMIER WEALTH MANAGEMENT, INC. | WATERLOO | 15898 | $431.7M | 12 | 2026-03-31 | → |
| 1040 | WHITE PINE CAPITAL LLC | BLOOMINGTON | 108417 | $430.6M | 7 | 2026-03-31 | → |
| 1041 | GREENWAY FINANCIAL, LLC | FARMINGTON HILLS | 288864 | $151.4M | 4 | 2026-02-28 | → |
| 1042 | PSC FINANCIAL LLC | BLOOMINGTON | 172054 | $135.1M | 3 | 2026-03-31 | → |
| 1043 | ADVANCED ASSET MANAGEMENT ADVISORS, INC. | DUBLIN | 119859 | $651.3M | 8 | 2026-03-31 | → |
| 1044 | FIRST FINANCIAL ADVISORS INC | MUSKEGON | 106040 | $296.6M | 5 | 2025-02-28 | → |
| 1045 | JMG FINANCIAL GROUP LTD | DOWNERS GROVE | 110302 | $7.50B | 103 | 2026-03-31 | → |
| 1046 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | INDIANAPOLIS | 122212 | $776.0M | 12 | 2026-05-31 | → |
| 1047 | RUBINBROWN ADVISORS LLC | ST. LOUIS | 116909 | $3.27B | 23 | 2025-11-30 | → |
| 1048 | ST. CLAIR ADVISORS, LLC | MAYFIELD HEIGHTS | 155064 | $997.6M | 12 | 2026-03-31 | → |
| 1049 | TOTAL WEALTH ADVISORS, LLC | HOPKINS | 164633 | $107.2M | 2 | 2026-03-31 | → |
| 1050 | BUILD ASSET MANAGEMENT, LLC | JEFFERSON CITY | 298354 | $64.6M | 6 | 2026-03-31 | → |
| 1051 | THE MOSAIC FINANCIAL GROUP, LLC | CHICAGO | 109816 | $948.7M | 27 | 2026-03-31 | → |
| 1052 | SCHMIDT, JACOB AARON | FORT WAYNE | 121034 | $212.6M | 7 | 2026-03-31 | → |
| 1053 | PRAIRIEWOOD CAPITAL, LLC | FARGO | 149007 | $365.4M | 8 | 2026-06-30 | → |
| 1054 | BLUESTEM WEALTH PARTNERS, LLC | MINNETONKA | 324489 | $1.12B | 34 | 2026-03-31 | → |
| 1055 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | BRATENAHL | 174335 | $382.0M | 2 | 2026-03-31 | → |
| 1056 | WEALTHQUEST CORPORATION | CINCINNATI | 141473 | $2.22B | 42 | 2026-03-31 | → |
| 1057 | SYCAMORE FINANCIAL GROUP, INC. | KOKOMO | 14143 | $787.4M | 4 | 2026-03-31 | → |
| 1058 | BOYLE CAPITAL MANAGEMENT, L.L.C. | WEST DES MOINES | 132416 | $342.0M | 5 | 2026-03-31 | → |
| 1059 | A.O. WEALTH ADVISORY,LLC | URBANDALE | 288301 | $213.2M | 7 | 2026-02-28 | → |
| 1060 | PECAUT & CO. | SIOUX CITY | 2997 | $381.8M | 6 | 2025-11-30 | → |
| 1061 | TPG ADVISORS LLC | NORTHFIELD | 298496 | $291.5M | 4 | 2026-03-31 | → |
| 1062 | ENCORE WEALTH ADVISORS, LLC | MORRIS | 336566 | $121.7M | 4 | 2026-04-30 | → |
| 1063 | JAMES REED FINANCIAL SERVICES, INC. | CLEVELAND | 112179 | $388.6M | 10 | 2026-03-31 | → |
| 1064 | STREET CAPITAL PARTNERS, LLC | INDIANAPOLIS | 309233 | $238.9M | 4 | 2026-03-31 | → |
| 1065 | ELLERBROCK-NORRIS WEALTH STRATEGIES LLC | OMAHA | 295099 | $171.6M | 2 | 2026-06-30 | → |
| 1066 | INDIE ASSET PARTNERS, LLC | CARMEL | 154503 | $685.2M | 9 | 2026-03-31 | → |
| 1067 | PARADIGM WEALTH MANAGEMENT, LLC | WESTLAKE | 148662 | $563.4M | 7 | 2026-03-31 | → |
| 1068 | BLUEPRINT PARTNERS LLC | TRAVERSE CITY | 312902 | $292.9M | 4 | 2026-02-28 | → |
| 1069 | AFFINITY WEALTH LLC | CANTON | 285169 | $217.5M | 5 | 2026-06-30 | → |
| 1070 | REBEL FINANCIAL, LLC. | GROVEPORT | 168263 | $370.5M | 6 | 2026-03-31 | → |
| 1071 | CWS FINANCIAL ADVISORS LLC | KALAMAZOO | 297000 | $1.33B | 12 | 2026-02-28 | → |
| 1072 | PACKERLAND BROKERAGE SERVICES, INC. | GREEN BAY | 37031 | $1.36B | 318 | 2026-04-30 | → |
| 1073 | BEADELL A D INVESTMENT COUNSEL INC | MEQUON | 106946 | $250.0M | 2 | 2026-02-28 | → |
| 1074 | HICKORY ASSET MANAGEMENT, INC. | CONCORD | 167955 | $249.3M | 3 | 2025-03-31 | → |
| 1075 | ASPIRING VENTURES, LLC | CINCINNATI | 282891 | $569.5M | 2 | 2026-06-30 | → |
| 1076 | CENTERPOINT ADVISORY GROUP, LLC | OVERLAND PARK | 324181 | $276.3M | 7 | 2026-03-31 | → |
| 1077 | RESOURCE FINANCIAL GROUP, LTD. | WILMETTE | 119833 | $637.4M | 8 | 2026-03-31 | → |
| 1078 | WHITE PINE INVESTMENT COMPANY | LIVONIA | 111556 | $532.3M | 7 | 2026-03-31 | → |
| 1079 | MIDWEST FINANCIAL GROUP LLC | OVERLAND PARK | 175288 | $566.1M | 9 | 2026-02-28 | → |
| 1080 | WINCH ADVISORY SERVICES, LLC | APPLETON | 110194 | $580.2M | 18 | 2026-03-31 | → |
| 1081 | RFM FINANCIAL SOLUTIONS, LLC | MT. PLEASANT | 124468 | $260.1M | 6 | 2025-12-31 | → |
| 1082 | DROMS STRAUSS ADVISORS, INC. | ST. LOUIS | 108620 | $806.3M | 8 | 2026-03-31 | → |
| 1083 | JANSEN WEALTH MANAGEMENT LLC | ALTOONA | 317824 | $132.3M | 4 | 2026-03-31 | → |
| 1084 | CLAYTON FINANCIAL GROUP, LLC | ST. LOUIS | 226729 | $793.8M | 7 | 2026-02-28 | → |
| 1085 | ERN FINANCIAL, LLC | MIDDLETON | 297717 | $1.15B | 12 | 2026-04-30 | → |
| 1086 | CAPITAL PORTFOLIO MANAGEMENT L.L.C. | TOPEKA | 127372 | $175.2M | 5 | 2025-02-28 | → |
| 1087 | GATEPASS CAPITAL, LLC | INDEPENDENCE | 329404 | $299.1M | 8 | 2026-06-30 | → |
| 1088 | BLUE WATER ASSET MANAGEMENT, LLC | GRAND RAPIDS | 175362 | $428.5M | 10 | 2026-06-30 | → |
| 1089 | BOND & DEVICK FINANCIAL NETWORK, INC. | SAINT LOUIS PARK | 283682 | $705.5M | 16 | 2026-03-31 | → |
| 1090 | QUANTITATIVE ASSET MANAGEMENT, LLC | MINNETONKA | 143279 | $187.4M | 2 | 2026-03-31 | → |
| 1091 | TRUMAN WEALTH ADVISORS LLC | COLUMBIA | 334752 | $106.0M | 3 | 2026-03-31 | → |
| 1092 | PPS & V ASSET MANAGEMENT CONSULTANTS INC | PORTAGE | 110491 | $253.7M | 4 | 2025-12-31 | → |
| 1093 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. | MONTEVIDEO | 297716 | $198.9M | 2 | 2026-02-28 | → |
| 1094 | FIRST FINANCIAL COACHING, INC. | MT. CLEMENS | 152070 | $670.6M | 14 | 2026-05-31 | → |
| 1095 | FOURTH DIMENSION WEALTH, LLC | MIDDLEBURG HEIGHTS | 306703 | $356.4M | 16 | 2026-06-30 | → |
| 1096 | TOTAL WEALTH PLANNING, LLC | CINCINNATI | 174434 | $1.18B | 20 | 2025-12-31 | → |
| 1097 | CORNERSTONE FINANCIAL GROUP,LLC | OMAHA | 129246 | $292.2M | 7 | 2026-06-30 | → |
| 1098 | MUNN WEALTH MANAGEMENT, LLC | MAUMEE | 174414 | $242.3M | 10 | 2026-05-31 | → |
| 1099 | SKA FINANCIAL SERVICES,INC. | FAIRVIEW PARK | 107348 | $159.1M | 1 | 2026-01-31 | → |
| 1100 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | COLUMBIA | 306311 | $294.2M | 5 | 2026-03-31 | → |
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