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 | |
|---|---|---|---|---|---|---|---|
| 1201 | BRIDGEWATER ASSET MANAGEMENT LLC | CHESTERFIELD | 169832 | $350.5M | 6 | 2026-03-31 | → |
| 1202 | KRAFT, DAVIS & ASSOCIATES, LLC | ST. LOUIS | 175085 | $768.5M | 13 | 2026-05-31 | → |
| 1203 | SUMMIT INVESTMENT ADVISORS INC | LEAWOOD | 316321 | $273.4M | 5 | 2026-03-31 | → |
| 1204 | FC WEALTH SOLUTIONS LLC | WESTERVILLE | 286381 | $101.0M | 4 | 2026-04-30 | → |
| 1205 | VIRTUE ASSET MANAGEMENT LLC | BARRINGTON | 283438 | $211.4M | 3 | 2026-06-30 | → |
| 1206 | PEARL PLANNING, LLC | DEXTER | 336568 | $329.2M | 7 | 2026-06-30 | → |
| 1207 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | LINDEN | 105495 | $238.1M | 16 | 2026-03-31 | → |
| 1208 | HIGHVIEW CAPITAL MANAGEMENT, LLC | BUFFALO GROVE | 306195 | $416.3M | 5 | 2026-03-31 | → |
| 1209 | PALATINE HILL, LLC | BIRMINGHAM | 305619 | $295.9M | 5 | 2026-06-30 | → |
| 1210 | AXIM WEALTH MANAGEMENT LLC | SPRINGBORO | 319618 | $127.2M | 3 | 2026-03-31 | → |
| 1211 | FIDUCIARY FINANCIAL PARTNERS, LLC | NAPERVILLE | 156389 | $293.3M | 6 | 2026-04-30 | → |
| 1212 | KWMG, LLC | OVERLAND PARK | 170293 | $1.23B | 30 | 2026-03-31 | → |
| 1213 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | WAUKESHA | 158292 | $775.2M | 122 | 2026-05-31 | → |
| 1214 | RICHMOND BROTHERS, INC. | JACKSON | 158916 | $240.6M | 20 | 2026-03-31 | → |
| 1215 | VAN CLEMENS WEALTH MANAGEMENT, LLC | MINNEAPOLIS | 297362 | $470.4M | 28 | 2026-06-30 | → |
| 1216 | JESSUP WEALTH MANAGEMENT, INC. | DAYTON | 323035 | $360.2M | 12 | 2026-05-31 | → |
| 1217 | TRUE WEALTH DESIGN, LLC | AKRON | 143194 | $494.0M | 12 | 2026-05-31 | → |
| 1218 | KAPSTONE FINANCIAL ADVISORS LLC | LEBANON | 318885 | $322.3M | 5 | 2026-06-30 | → |
| 1219 | KOON FINANCIAL PLANNING & CONSULTING, LLC | GREENWOOD | 126051 | $146.9M | 2 | 2026-03-31 | → |
| 1220 | LEGACY INVESTMENT PARTNERS, LLC | OVERLAND PARK | 133014 | $403.1M | 4 | 2026-02-28 | → |
| 1221 | WALL STREET FINANCIAL GROUP, INC. | CARLINVILLE | 289051 | $187.7M | 3 | 2026-01-31 | → |
| 1222 | SANTA BARBARA MGMT, LLC | CHICAGO | 334801 | $530.2M | 18 | 2026-06-30 | → |
| 1223 | OASIS ADVISORS, LLC | FOREST CITY | 335555 | $277.7M | 27 | 2026-06-30 | → |
| 1224 | GERBER, LLC | COLUMBUS | 120039 | $592.1M | 17 | 2026-03-31 | → |
| 1225 | CEDAR POINT CAPITAL PARTNERS, LLC | CEDAR RAPIDS | 317532 | $248.1M | 7 | 2026-03-31 | → |
| 1226 | STEWARD CAPITAL MANAGEMENT, INC. | BLOOMFIELD HILLS | 104936 | $95.1M | 5 | 2026-03-31 | → |
| 1227 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC | LA CROSSE | 319298 | $236.4M | 7 | 2026-03-31 | → |
| 1228 | THE MATHER GROUP, LLC | CHICAGO | 156005 | $13.45B | 186 | 2026-04-30 | → |
| 1229 | SPRENG CAPITAL MANAGEMENT, INC. | BUCYRUS | 119902 | $300.2M | 4 | 2026-03-31 | → |
| 1230 | WOLVERINE WEALTH ADVISORY SERVICES INC. | BLOOMFIELD HILLS | 146564 | $140.9M | 1 | 2026-01-31 | → |
| 1231 | HEMSLEY ADVISORS, LTD. | CHICAGO | 106414 | $638.1M | 5 | 2026-04-30 | → |
| 1232 | RETIREMENT STRATEGIES, LTD. | DUBLIN | 163701 | $272.7M | 10 | 2026-04-30 | → |
| 1233 | POLLOCK INVESTMENT ADVISORS, LLC | ANN ARBOR | 153350 | $335.5M | 6 | 2026-01-31 | → |
| 1234 | CFC PLANNING COMPANY, LLC | CICERO | 310603 | $187.3M | 9 | 2026-03-31 | → |
| 1235 | KAHLER FINANCIAL GROUP, INC. | RAPID CITY | 124042 | $173.9M | 7 | 2025-04-30 | → |
| 1236 | KFG, LLC | RAPID CITY | 337331 | $188.1M | 10 | 2026-03-31 | → |
| 1237 | CRANBROOK WEALTH MANAGEMENT, LLC | BLOOMFIELD HILLS | 132058 | $906.8M | 6 | 2026-03-31 | → |
| 1238 | KAYDAN WEALTH MANAGEMENT, INC. | FENTON | 108964 | $726.5M | 18 | 2026-02-28 | → |
| 1239 | VISTA INVESTMENT PARTNERS II, LLC | RICHMOND | 327983 | $383.1M | 12 | 2026-03-31 | → |
| 1240 | RICHMOND INVESTMENT SERVICES LLC | MEQUON | 327451 | $453.2M | 14 | 2026-06-30 | → |
| 1241 | GRESHAM PARTNERS, LLC | CHICAGO | 108668 | $13.80B | 67 | 2026-03-31 | → |
| 1242 | SPWM ADVISORS LLC | TRAVERSE CITY | 328977 | $299.5M | 13 | 2026-06-30 | → |
| 1243 | CAMELOT PORTFOLIOS, LLC | MAUMEE | 145918 | $272.2M | 7 | 2026-04-30 | → |
| 1244 | SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC | CLOQUET | 152003 | $356.1M | 6 | 2026-04-30 | → |
| 1245 | WHITE SAND WEALTH MANAGEMENT, LLC | LIBERTY | 304614 | $172.4M | 7 | 2026-02-28 | → |
| 1246 | BIRCHWOOD FINANCIAL PARTNERS, INC. | BLOOMINGTON | 169962 | $853.2M | 15 | 2026-03-31 | → |
| 1247 | GPM GROWTH INVESTORS, INC. | BLOOMFIELD HILLS | 107645 | $281.3M | 5 | 2026-03-31 | → |
| 1248 | KINNAMON & ASSOCIATES LTD II | BARRINGTON | 106701 | $117.6M | 7 | 2026-04-30 | → |
| 1249 | ROOTED WEALTH ADVISORS, INC. | BOURBONNAIS | 313759 | $408.8M | 22 | 2026-03-31 | → |
| 1250 | CORNERSTONE WEALTH ADVISORS, INC. | EDINA | 124947 | $608.7M | 8 | 2026-06-30 | → |
| 1251 | ARG PRIVATE WEALTH, LLC | CINCINNATI | 336183 | $280.0M | 2 | 2026-06-30 | → |
| 1252 | DOUGHERTY WEALTH ADVISERS LLC | MINNETONKA | 143138 | $505.4M | 5 | 2026-05-31 | → |
| 1253 | PINNACLE FINANCIAL GROUP LLC | WESTERN SPRINGS | 116600 | $672.7M | 7 | 2026-03-31 | → |
| 1254 | FEE-ONLY FIDUCIARY ADVISORS LLC | GRAND RAPIDS | 143329 | $197.0M | 3 | 2026-06-30 | → |
| 1255 | QUANTUM FINANCIAL PARTNERS LLC | OVERLAND PARK | 138112 | $148.6M | 9 | 2026-06-30 | → |
| 1256 | NEW ENGLAND RESEARCH & MANAGEMENT, INC. | CHICAGO | 110739 | $285.2M | 4 | 2025-12-31 | → |
| 1257 | RAIL-SPLITTER CAPITAL MANAGEMENT LLC | WINNETKA | 338394 | $484.1M | 3 | 2026-06-30 | → |
| 1258 | OMNI FINANCIAL LLC | MADISON | 314670 | $116.9M | 2 | 2026-01-31 | → |
| 1259 | NIKULSKI FINANCIAL, INC. | BETTENDORF | 151569 | $449.0M | 10 | 2026-03-31 | → |
| 1260 | AMERICA FIRST INVESTMENT ADVISORS LLC | OMAHA | 106984 | $665.1M | 7 | 2026-06-30 | → |
| 1261 | NORTHLAND SECURITIES, INC. | MINNEAPOLIS | 40258 | $405.5M | 22 | 2026-06-30 | → |
| 1262 | RDA FINANCIAL NETWORK, INC. | AKRON | 147309 | $675.2M | 17 | 2026-03-31 | → |
| 1263 | MCLAUGHLIN ASSET MANAGEMENT, INC. | DANVILLE | 125735 | $176.1M | 4 | 2026-03-31 | → |
| 1264 | MENDOTA FINANCIAL GROUP, LLC | MADISON | 136294 | $254.2M | 5 | 2026-03-31 | → |
| 1265 | MACK INVESTMENT SECURITIES, INC. | NORTHFIELD | 17643 | $302.6M | 8 | 2026-03-31 | → |
| 1266 | GRADIENT SECURITIES, LLC | ARDEN HILLS | 127701 | $607.9M | 67 | 2026-04-30 | → |
| 1267 | VISION CAPITAL PARTNERS | ANN ARBOR | 175147 | $146.6M | 4 | 2026-04-30 | → |
| 1268 | IWEALTH FINANCIAL, LLC | WASECA | 329980 | $311.6M | 14 | 2026-03-31 | → |
| 1269 | FJELL CAPITAL, LLC | FARGO | 327541 | $187.0M | 4 | 2026-04-30 | → |
| 1270 | COLUMBUS INVESTMENT ADVISORY INC. | NEW ALBANY | 104595 | $453.7M | 9 | 2026-03-31 | → |
| 1271 | ACCESS FINANCIAL SERVICES, INC. | MINNEAPOLIS | 115361 | $437.8M | 10 | 2026-02-28 | → |
| 1272 | CAPITAL INNOVATIONS, LLC | WAUKESHA | 145329 | $806.7M | 4 | 2026-03-31 | → |
| 1273 | JOHN A. WOLFE & ASSOCIATES, INC. | PORTAGE | 110799 | $560.7M | 3 | 2026-01-31 | → |
| 1274 | RETIREMENT INCOME SOLUTIONS, INC. | ANN ARBOR | 110145 | $2.97B | 26 | 2026-05-31 | → |
| 1275 | PITZL FINANCIAL, LLC | ARDEN HILLS | 171441 | $498.0M | 8 | 2026-02-28 | → |
| 1276 | BULLSEYE INVESTMENT MANAGEMENT, LLC | CINCINNCIATI | 145158 | $226.0M | 6 | 2026-03-31 | → |
| 1277 | ROCKPORT WEALTH, LLC | FAIRVIEW PARK | 297122 | $676.4M | 15 | 2026-05-31 | → |
| 1278 | BURLING WEALTH PARTNERS, LLC | CHICAGO | 332198 | $1.00B | 8 | 2026-03-31 | → |
| 1279 | PRESPER FINANCIAL ARCHITECTS, LLC | AKRON | 297538 | $362.6M | 10 | 2026-02-28 | → |
| 1280 | PETROVIC FINANCIAL SOLUTIONS LLC | PRAIRIE VILLAGE | 273039 | $203.5M | 3 | 2025-03-31 | → |
| 1281 | PETERSON FINANCIAL GROUP, INC. | DES MOINES | 169519 | $299.2M | 11 | 2026-02-28 | → |
| 1282 | PATHWAY FINANCIAL ADVISERS, LLC | AUBURN | 166237 | $524.2M | 8 | 2026-03-31 | → |
| 1283 | INFINITY WEALTH COUNSEL, LLC | LOVELAND | 171959 | $151.9M | 4 | 2026-02-28 | → |
| 1284 | UNDERDOG WEALTH MANAGEMENT, LLC | MAPLE GROVE | 152998 | $111.9M | 2 | 2026-06-30 | → |
| 1285 | CONCORDE ASSET MANAGEMENT, LLC | ANN ARBOR | 140367 | $598.4M | 76 | 2026-03-31 | → |
| 1286 | GRYPHON FINANCIAL PARTNERS, LLC | COLUMBUS | 288210 | $2.44B | 31 | 2026-06-30 | → |
| 1287 | ROSSJOHNSON & ASSOCIATES, LLC | PLYMOUTH | 297583 | $211.6M | 4 | 2026-03-31 | → |
| 1288 | CIRRUS CAPITAL LLC | BLOOMFIELD HILLS | 288297 | $170.4M | 6 | 2026-06-30 | → |
| 1289 | OARSMAN CAPITAL, INC | MILWAUKEE | 109993 | $1.17B | 21 | 2026-05-31 | → |
| 1290 | SUGAR MAPLE ASSET MANAGEMENT, LLC | SISTER BAY | 282632 | $291.5M | 3 | 2026-03-31 | → |
| 1291 | GRANITE FINANCIAL GROUP, LLC | BROOKFIELD | 168675 | $186.2M | 2 | 2026-02-28 | → |
| 1292 | BIG SIOUX FINANCIAL, INC. | WATERTOWN | 299593 | $235.2M | 7 | 2026-02-28 | → |
| 1293 | BCGM WEALTH MANAGEMENT, LLC | LAFAYETTE | 306757 | $541.5M | 10 | 2026-06-30 | → |
| 1294 | PATHWORKS FINANCIAL, INC. | NOVI | 138393 | $279.3M | 8 | 2026-01-31 | → |
| 1295 | RETIREWISE TAX AND WEALTH ADVISORS, INC. | TOPEKA | 284394 | $242.8M | 10 | 2026-03-31 | → |
| 1296 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC | GREENWOOD | 171652 | $222.0M | 5 | 2026-02-28 | → |
| 1297 | KEIDAN FINANCIAL CONSULTANTS LLC | COLUMBUS | 108093 | $574.9M | 3 | 2026-03-31 | → |
| 1298 | HARDING FINANCIAL GROUP, LLC | WESTERVILLE | 135731 | $160.2M | 6 | 2026-06-30 | → |
| 1299 | THE MILWEALTH GROUP, LLC | MILWAUKEE | 108931 | $496.9M | 8 | 2026-03-31 | → |
| 1300 | LEVERTY FINANCIAL GROUP, LLC | HUDSON | 310258 | $676.8M | 8 | 2026-01-31 | → |
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