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 | |
|---|---|---|---|---|---|---|---|
| 1101 | WINTER & ASSOCIATES, INC. | ST. PAUL | 310349 | $179.7M | 5 | 2026-06-30 | → |
| 1102 | ACCENT CAPITAL MANAGEMENT, LLC | CENTERVILLE | 319275 | $382.7M | 7 | 2026-03-31 | → |
| 1103 | HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC | FENTON | 291609 | $200.0M | 4 | 2026-04-30 | → |
| 1104 | BOWMAN & COMPANY S.C. | OSHKOSH | 305030 | $419.0M | 13 | 2025-12-31 | → |
| 1105 | J2 CAPITAL MANAGEMENT, INC. | TROY | 152964 | $195.7M | 3 | 2026-02-28 | → |
| 1106 | STONEFIELD INVESTMENT ADVISORY, INC. | CEDAR RAPIDS | 113802 | $120.3M | 2 | 2026-01-31 | → |
| 1107 | B.A. ROBERTS FINANCIAL SERVICES, INC. | MARQUETTE | 289856 | $373.9M | 8 | 2026-03-31 | → |
| 1108 | GENEVA PARTNERS, LLC | LAKE GENEVA | 130768 | $423.6M | 9 | 2026-04-30 | → |
| 1109 | LUCAS GROUP FINANCIAL ADVISORS, LLC | FREEPORT | 326880 | $337.7M | 9 | 2026-03-31 | → |
| 1110 | HARBOUR FINANCIAL RESOURCES, LTD | SKOKIE | 110261 | $189.8M | 3 | 2026-03-31 | → |
| 1111 | COHEN CAPITAL ADVISORS, LLC | CHICAGO | 339112 | $1.10B | 11 | 2026-05-31 | → |
| 1112 | ALL TERRAIN FINANCIAL ADVISORS, LLC | COON RAPIDS | 286683 | $379.2M | 4 | 2026-03-31 | → |
| 1113 | POLARIS FINANCIAL PARTNERS, LLC | WESTERVILLE | 299258 | $226.0M | 3 | 2026-04-30 | → |
| 1114 | FINANCIAL STRATEGIES GROUP, INC | OKEMOS | 289054 | $677.4M | 27 | 2026-03-31 | → |
| 1115 | UHLMANN INVESTMENT MANAGEMENT, L.L.C. | SKOKIE | 118025 | $273.2M | 11 | 2026-03-31 | → |
| 1116 | YARGER WEALTH STRATEGIES, LLC | WESTERVILLE | 310207 | $529.7M | 4 | 2026-03-31 | → |
| 1117 | CLF ASSET MANAGEMENT, INC. | MADISON | 284060 | $146.9M | 5 | 2026-03-31 | → |
| 1118 | ALAN B. LANCZ & ASSOCIATES, INC. | TOLEDO | 105363 | $175.4M | 4 | 2026-03-31 | → |
| 1119 | WARTHER PRIVATE WEALTH, LLC | AKRON | 125145 | $371.3M | 9 | 2025-03-31 | → |
| 1120 | LPWM LLC | MINNEAPOLIS | 299007 | $464.8M | 6 | 2026-02-28 | → |
| 1121 | RUGGAARD & ASSOCIATES, LLC | HUDSON | 107489 | $368.6M | 10 | 2026-03-31 | → |
| 1122 | WEALTH ADVISORY SOLUTIONS, LLC | ZIONSVILLE | 288903 | $599.1M | 11 | 2026-03-31 | → |
| 1123 | ALDEBARAN CAPITAL, LLC | CARMEL | 122360 | $166.9M | 2 | 2026-03-31 | → |
| 1124 | KEYSTONE FINANCIAL SERVICES, LLC | OMAHA | 308397 | $240.3M | 11 | 2026-04-30 | → |
| 1125 | BRAEBURN WEALTH MANAGEMENT, LLC | MUSKEGON | 158007 | $259.4M | 6 | 2026-02-28 | → |
| 1126 | GOLDSTEIN ADVISORS, LLC | MADISON | 323125 | $1.08B | 19 | 2026-02-28 | → |
| 1127 | RPC PRIVATE WEALTH, LLC | HINSDALE | 298527 | $286.3M | 1 | 2026-03-31 | → |
| 1128 | JJP CAPITAL MANAGEMENT, INC. | COLUMBIA | 105374 | $389.9M | 3 | 2026-03-31 | → |
| 1129 | BIRCHCREEK WEALTH MANAGEMENT, LLC | MIAMI TOWNSHIP | 304207 | $300.1M | 5 | 2026-02-28 | → |
| 1130 | SKYLANDS CAPITAL, LLC | MILWAUKEE | 131183 | $746.5M | 9 | 2026-05-31 | → |
| 1131 | ENDOWMENT WEALTH MANAGEMENT, INC. | APPLETON | 108652 | $609.2M | 14 | 2026-03-31 | → |
| 1132 | SCULATI WEALTH MANAGEMENT, LLC | BLOOMFIELD HILLS | 158783 | $381.5M | 4 | 2026-02-28 | → |
| 1133 | EUKLES ASSET MANAGEMENT, LLC | CINCINNATI | 156649 | $341.1M | 5 | 2026-03-31 | → |
| 1134 | ATLANTIS WEALTH ADVISORS LLC | MAUMEE | 169956 | $150.2M | 4 | 2026-03-31 | → |
| 1135 | SIGNET PRIVATE WEALTH, LLC | CHICAGO | 290029 | $189.7M | 4 | 2026-06-30 | → |
| 1136 | BAZIS PRIVATE WEALTH, LLC | OMAHA | 148605 | $244.1M | 5 | 2026-03-31 | → |
| 1137 | LESJAK PLANNING, LLC | WESTLAKE | 110090 | $396.0M | 7 | 2026-03-31 | → |
| 1138 | FOREST ASSET MANAGEMENT LLC | RIVERSIDE | 139795 | $230.7M | 3 | 2026-02-28 | → |
| 1139 | GLOBAL FINANCIAL PLANNING GROUP, LLC | TROY | 114803 | $135.3M | 5 | 2026-02-28 | → |
| 1140 | ARGOS CAPITAL PARTNERS, LLC | ST. LOUIS | 116165 | $2.61B | 15 | 2026-04-30 | → |
| 1141 | ETF PORTFOLIO PARTNERS, INC. | LEAWOOD | 128366 | $431.1M | 8 | 2026-01-31 | → |
| 1142 | TSG ADVICE PARTNERS, LLC | COLUMBUS | 305999 | $866.5M | 16 | 2026-03-31 | → |
| 1143 | LIVELSBERGER, LYNN LOUIS | ASHLAND | 117665 | $176.4M | 4 | 2026-03-31 | → |
| 1144 | SHUTTLEWORTH & COMPANY | POWELL | 121382 | $173.0M | 3 | 2026-04-30 | → |
| 1145 | DOUGLASS INVESTMENT GROUP LLC | WICHITA | 331223 | $173.6M | 3 | 2026-03-31 | → |
| 1146 | SHANKERVALLEAU WEALTH ADVISORS, INC. | SKOKIE | 117527 | $645.3M | 8 | 2026-03-31 | → |
| 1147 | STENGER FAMILY OFFICE, LLC | NAPERVILLE | 325089 | $686.2M | 9 | 2026-04-30 | → |
| 1148 | SPYGLASS INVESTMENT MANAGEMENT CORPORATION | TERRE HAUTE | 122594 | $156.4M | 3 | 2026-03-31 | → |
| 1149 | CLARK FINANCIAL SERVICES GROUP INC | CHESTERFIELD | 110650 | $498.7M | 6 | 2026-03-31 | → |
| 1150 | SONAS FINANCIAL GROUP, INC. | KANSAS CITY | 122547 | $149.8M | 3 | 2026-03-31 | → |
| 1151 | ORION INVESTMENT CO | ST LOUIS | 110867 | $515.4M | 6 | 2026-06-30 | → |
| 1152 | CAPSTONE FINANCIAL ADVISORS INC | DOWNERS GROVE | 109341 | $2.87B | 30 | 2026-03-31 | → |
| 1153 | TRUSTEE EMPOWERMENT & PROTECTION, INC. | TROY | 108249 | $10.3M | 4 | 2026-04-30 | → |
| 1154 | IOWA WEALTH MANAGEMENT, LLC | WEST DES MOINES | 286435 | $123.9M | 4 | 2026-02-28 | → |
| 1155 | HIGH NOTE WEALTH, LLC | DEEPHAVEN | 305768 | $683.5M | 8 | 2026-03-31 | → |
| 1156 | FELTL ADVISORS, LLC | PLYMOUTH | 165244 | $165.6M | 15 | 2026-03-31 | → |
| 1157 | RIA ADVISORY GROUP, LLC | DES MOINES | 152566 | $568.4M | 25 | 2026-06-30 | → |
| 1158 | 2 KNIGHTS WEALTH MANAGEMENT, LLC | PEPPER PIKE | 307238 | $127.3M | 2 | 2026-04-30 | → |
| 1159 | BARON WEALTH MANAGEMENT, LLC | TROY | 153117 | $846.8M | 6 | 2026-03-31 | → |
| 1160 | 1858 WEALTH MANAGEMENT, LLC | AKRON | 305817 | $207.4M | 3 | 2025-01-31 | → |
| 1161 | GREAT RANGE CAPITAL, LLC | MISSION WOODS | 164294 | $495.0M | 17 | 2026-03-31 | → |
| 1162 | CHICAGO INVESTMENT ADVISORY COUNCIL, INC. | ST. CHARLES | 123243 | $230.0M | 11 | 2026-03-31 | → |
| 1163 | LANDAAS & COMPANY, LLC | MILWAUKEE | 47487 | $1.93B | 27 | 2026-03-31 | → |
| 1164 | COLLAR CAPITAL MANAGEMENT, LLC | APPLETON | 152325 | $176.3M | 3 | 2026-02-28 | → |
| 1165 | WESTWARD INVESTMENT ADVISORY, LLC | MISSION | 281742 | $571.5M | 5 | 2026-03-31 | → |
| 1166 | WEALTHCARE ASSET MANAGEMENT, LLC | SPRINGFIELD | 170382 | $210.8M | 6 | 2026-04-30 | → |
| 1167 | CREEKMUR ASSET MANAGEMENT, LLC | MORTON | 306903 | $800.0M | 36 | 2026-03-31 | → |
| 1168 | DAVID P. GILLIAM & ASSOCIATES, INC. | MUNCIE | 285515 | $186.7M | 3 | 2026-06-30 | → |
| 1169 | MIDWEST FINANCIAL ASSOCIATES, INC. | ROCKFORD | 158573 | $123.9M | 4 | 2026-03-31 | → |
| 1170 | WEALTH FORWARD, LLC | FARGO | 159467 | $228.1M | 2 | 2026-03-31 | → |
| 1171 | ASTOR INVESTMENT MANAGEMENT LLC | CHICAGO | 169679 | $198.4M | 6 | 2025-02-28 | → |
| 1172 | TRINITY WEALTH ADVISORS, L.L.C. | ST. LOUIS | 109452 | $281.5M | 8 | 2026-03-31 | → |
| 1173 | FIDUCIARY FINANCIAL ADVISORS | GRAND RAPIDS | 172103 | $1.33B | 50 | 2026-04-30 | → |
| 1174 | WHITE OAKS WEALTH ADVISORS, INC. | MINNEAPOLIS | 173522 | $618.3M | 5 | 2026-04-30 | → |
| 1175 | KNOX AVENUE FINANCIAL CORP. | ST. PAUL | 289094 | $144.7M | 1 | 2026-02-28 | → |
| 1176 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC | GOLDEN VALLEY | 42941 | $668.6M | 57 | 2025-12-31 | → |
| 1177 | LEGACY FINANCIAL GROUP, LLC | DES MOINES | 154927 | $1.01B | 18 | 2026-05-31 | → |
| 1178 | NORTH COMPASS FINANCIAL ADVISORS, LLC | GRAND RAPIDS | 146626 | $146.0M | 4 | 2026-05-31 | → |
| 1179 | HOWARD BAILEY SECURITIES, LLC | FORT WAYNE | 282712 | $582.8M | 46 | 2026-03-31 | → |
| 1180 | PT ASSET MANAGEMENT, LLC | CHICAGO | 107619 | $11.35B | 52 | 2026-03-31 | → |
| 1181 | LIFECYCLE FINANCIAL PLANNERS INC. | BLOOMFIELD HILLS | 290250 | $671.7M | 9 | 2026-03-31 | → |
| 1182 | MICHAEL RUSSO LTD | MOKENA | 142810 | $275.1M | 7 | 2026-03-31 | → |
| 1183 | SYNERGY WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 174633 | $127.1M | 3 | 2026-03-31 | → |
| 1184 | BREAKWATER CAPITAL, LLC | KALAMAZOO | 172498 | $156.6M | 2 | 2026-03-31 | → |
| 1185 | TEALWOOD ASSET MANAGEMENT INC | MINNEAPOLIS | 105245 | $365.4M | 7 | 2026-02-28 | → |
| 1186 | PARADIGM WEALTH MANAGEMENT, LLC | LINCOLN | 282055 | $116.3M | 8 | 2026-04-30 | → |
| 1187 | GEHRIG CAPITAL MANAGEMENT, INC. | MERRILLVILLE | 123250 | $203.9M | 5 | 2026-03-31 | → |
| 1188 | BRASS TAX WEALTH MANAGEMENT, INC. | CINCINNATI | 285249 | $860.2M | 29 | 2025-03-31 | → |
| 1189 | GRAETZ WEALTH, LLC | JENISON | 317857 | $158.2M | 3 | 2026-03-31 | → |
| 1190 | MEEDER ASSET MANAGEMENT, INC | DUBLIN | 105794 | $3.33B | 52 | 2026-03-31 | → |
| 1191 | CARTER FINANCIAL GROUP, INC. | BARRINGTON | 301025 | $382.2M | 9 | 2026-03-31 | → |
| 1192 | CAPITAL ASSET MANAGEMENT, INC. | COLUMBUS | 120597 | $199.5M | 3 | 2026-03-31 | → |
| 1193 | BERKELEY CAPITAL MANAGEMENT, LLC | ELLSWORTH | 149229 | $128.5M | 5 | 2026-03-31 | → |
| 1194 | CBIZ FINANCIAL SOLUTIONS, INC. | CLEVELAND | 16678 | $8.9M | 19 | 2026-03-31 | → |
| 1195 | ORBA WEALTH ADVISORS, LLC | CHICAGO | 297351 | $136.9M | 16 | 2025-11-30 | → |
| 1196 | HBE WEALTH MANAGEMENT, LLC | LINCOLN | 128315 | $277.4M | 5 | 2026-02-28 | → |
| 1197 | MILLER CAPITAL PARTNERS, INC. | TROY | 124489 | $311.6M | 5 | 2026-03-31 | → |
| 1198 | E. A. HORWITZ LLC | DEERFIELD | 165561 | $272.6M | 13 | 2026-03-31 | → |
| 1199 | FINANCIAL COUNSELING, INC. | SPRINGBORO | 119969 | $100.1M | 3 | 2026-04-30 | → |
| 1200 | FIDATO WEALTH LLC | MIDDLEBURG HEIGHTS | 158173 | $510.8M | 12 | 2026-05-31 | → |
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