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 | |
|---|---|---|---|---|---|---|---|
| 1501 | VESTURA, LLC | HOBART | 142926 | $336.7M | 4 | 2026-03-31 | → |
| 1502 | PAVLIC INVESTMENT ADVISORS, INC. | DELAFIELD | 111246 | $108.8M | 2 | 2026-05-31 | → |
| 1503 | KENNEY INVESTMENTS INC | NORTHFIELD | 105665 | $328.5M | 2 | 2026-03-31 | → |
| 1504 | MN WEALTH ADVISORS, LLC | OVERLAND PARK | 322617 | $394.2M | 5 | 2026-02-28 | → |
| 1505 | OAK WEALTH ADVISORS LLC | NORTHBROOK | 148832 | $373.7M | 7 | 2026-03-31 | → |
| 1506 | HERITAGE ASSET MANAGEMENT, LLC | BELTON | 323344 | $155.0M | 2 | 2026-01-31 | → |
| 1507 | FAMILY WEALTH ADVISORY GROUP, LLC | CINCINNATI | 130595 | $396.2M | 7 | 2026-06-30 | → |
| 1508 | TUDOR FINANCIAL, INC. | DAYTON | 121495 | $256.3M | 6 | 2026-03-31 | → |
| 1509 | HOLDER WEALTH MANAGEMENT, INC. | CHAMPAIGN | 170086 | $284.0M | 3 | 2026-03-31 | → |
| 1510 | ANTONELLI FINANCIAL ADVISORS, LLC | GROSSE POINTE | 286452 | $229.1M | 4 | 2026-06-30 | → |
| 1511 | GREAT LAKES RETIREMENT, INC. | SANDUSKY | 146608 | $1.16B | 27 | 2026-03-31 | → |
| 1512 | GTS FINANCIAL, LLC | BLOOMINGTON | 310222 | $169.9M | 6 | 2026-03-31 | → |
| 1513 | SHORELINE ASSET MANAGEMENT, LLC | NEW CASTLE | 121764 | $245.0M | 10 | 2025-03-31 | → |
| 1514 | GUDORF FINANCIAL GROUP, LLC | DAYTON | 339836 | $121.1M | 4 | 2026-05-31 | → |
| 1515 | BANKER INVESTMENT GROUP INC | WEST LAFAYETTE | 109650 | $260.2M | 4 | 2026-03-31 | → |
| 1516 | LEGACY FINANCIAL SERVICES GROUP, INC. | TRAVERSE CITY | 140514 | $122.8M | 2 | 2026-05-31 | → |
| 1517 | TSFG, LLC | LAKE FOREST | 172555 | $997.2M | 19 | 2026-03-31 | → |
| 1518 | SUMMIT CAPITAL INC. | PEPPER PIKE | 121335 | $176.6M | 3 | 2026-03-31 | → |
| 1519 | NORTHLAND CAPITAL MANAGEMENT, LLC | VIRGINIA | 146452 | $235.0M | 6 | 2026-02-28 | → |
| 1520 | BONDURANT INVESTMENT ADVISORY, LLC | EVANSTON | 297290 | $111.1M | 3 | 2026-01-31 | → |
| 1521 | FAI ADVISORS, INC. | FARMINGTON HILLS | 122132 | $302.0M | 11 | 2026-03-31 | → |
| 1522 | VCI WEALTH MANAGEMENT LLC | SAINT LOUIS | 324833 | $435.3M | 32 | 2026-05-31 | → |
| 1523 | VOYAGER CAPITAL MANAGEMENT, LLC | LAKE GENEVA | 124697 | $216.6M | 5 | 2025-03-31 | → |
| 1524 | FIDUCIARY WEALTH GROUP, LLC | CENTERVILLE | 299711 | $178.0M | 3 | 2026-03-31 | → |
| 1525 | INTEGRATED WEALTH MANAGEMENT, INC. | UNIONTOWN | 141092 | $254.1M | 9 | 2026-05-31 | → |
| 1526 | COAST ADVISORY LLC | EAST TROY | 340229 | $122.5M | 2 | 2026-06-30 | → |
| 1527 | FREESTATE ADVISORS LLC | OVERLAND PARK | 145800 | $181.8M | 9 | 2026-01-31 | → |
| 1528 | KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC | DUBLIN | 173079 | $609.9M | 13 | 2026-05-31 | → |
| 1529 | FORUM SOLUTIONS GROUP, LLC | FISHERS | 143075 | $403.3M | 11 | 2026-02-28 | → |
| 1530 | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | LINCOLNSHIRE | 118366 | $524.4M | 10 | 2026-01-31 | → |
| 1531 | FINANCIAL DESIGN GROUP, LLC | LAVISTA | 316103 | $113.4M | 3 | 2026-01-31 | → |
| 1532 | CCM NEW OPPORTUNITIES, LLC | MERRIAM | 301887 | $1.3M | 4 | 2026-03-31 | → |
| 1533 | NEPSIS, INC. | MINNEAPOLIS | 141203 | $344.5M | 37 | 2026-02-28 | → |
| 1534 | ENRICH FINANCIAL PARTNERS LLC | MADISON | 111234 | $556.8M | 8 | 2026-03-31 | → |
| 1535 | FINANCIAL ELEMENTS, INC | ROLLING MEADOWS | 148557 | $192.6M | 2 | 2026-02-28 | → |
| 1536 | EVEXIA WEALTH, LLC | STEVENS POINT | 323788 | $386.1M | 18 | 2026-05-31 | → |
| 1537 | BATES FINANCIAL ADVISORS, INC. | ROCKFORD | 116515 | $439.2M | 5 | 2026-06-30 | → |
| 1538 | AXECAP INVESTMENTS, LLC | MASON | 314674 | $186.6M | 8 | 2026-03-31 | → |
| 1539 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | LOVES PARK | 121399 | $758.1M | 15 | 2026-05-31 | → |
| 1540 | NVEST WEALTH STRATEGIES, INC. | POWELL | 139758 | $236.7M | 4 | 2026-01-31 | → |
| 1541 | MILBORN ADVISORS, LTD | MILWAUKEE | 291305 | $107.7M | 2 | 2026-05-31 | → |
| 1542 | VPWM ADVISORS, LLC | PLYMOUTH | 167886 | $326.6M | 17 | 2026-06-30 | → |
| 1543 | PINNACLE WEALTH MANAGEMENT GROUP, INC. | PLYMOUTH | 281935 | $243.7M | 4 | 2026-03-31 | → |
| 1544 | LOBSCOUSER II, LLC | ST. LOUIS | 282953 | $278.8M | 5 | 2026-04-30 | → |
| 1545 | LAKEWOOD ASSET MANAGEMENT, LLC | NAPERVILLE | 174887 | $248.7M | 5 | 2026-05-31 | → |
| 1546 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | UNIONTOWN | 136583 | $182.3M | 3 | 2025-02-28 | → |
| 1547 | WILKERSON ADVISORY GROUP LLC | COLUMBIA | 334668 | $326.9M | 10 | 2026-03-31 | → |
| 1548 | GREENSTONE BELT WEALTH ADVISORS, LLC | CHICAGO | 335862 | $260.1M | 5 | 2026-03-31 | → |
| 1549 | DYNAMIC FINANCIAL GROUP, LLC | CEDAR FALLS | 288763 | $539.6M | 3 | 2026-02-28 | → |
| 1550 | ARKFELD WEALTH STRATEGIES, L.L.C. | OMAHA | 293175 | $538.0M | 8 | 2026-04-30 | → |
| 1551 | FORTRESS FINANCIAL GROUP, LLC | ROCHESTER | 315329 | $352.3M | 10 | 2026-06-30 | → |
| 1552 | VALTINSON BRUNER FINANCIAL PLANNING LLC | NEW BRIGHTON | 297866 | $712.0M | 11 | 2026-02-28 | → |
| 1553 | BLUE HAVEN CAPITAL, LLC | GENEVA | 141738 | $121.5M | 2 | 2026-03-31 | → |
| 1554 | ROSS WEALTH ADVISORS, LLC | COLUMBUS | 304359 | $139.7M | 4 | 2026-06-30 | → |
| 1555 | CLIENT FIRST INVESTMENT MANAGEMENT LLC | WEST BEND | 282600 | $271.9M | 16 | 2026-02-28 | → |
| 1556 | UNIVERSAL FINANCIAL ADVISORS, LLC | ST. LOUIS | 318392 | $277.5M | 8 | 2026-05-31 | → |
| 1557 | MORGAN-ALY WEALTH MANAGEMENT, LLC | WAUKESHA | 328483 | $105.3M | 3 | 2026-04-30 | → |
| 1558 | WFA ASSET MANAGEMENT CORP | WHITEFISH BAY | 106102 | $439.3M | 8 | 2025-03-31 | → |
| 1559 | WOLFF FINANCIAL MANAGEMENT LLC | KALAMAZOO | 283239 | $612.7M | 6 | 2026-02-28 | → |
| 1560 | PANDORA WEALTH, INC. | OAKBROOK TERRACE | 331816 | $285.0M | 7 | 2026-03-31 | → |
| 1561 | ONE ADVISORY PARTNERS, LLC | OVERLAND PARK | 161614 | $369.5M | 11 | 2026-04-30 | → |
| 1562 | ELTRINGHAM WEALTH PARTNERS, LLC | CINCINNATI | 298885 | $179.0M | 6 | 2026-03-31 | → |
| 1563 | STAR CAPITAL INC. | EDINA | 171057 | $143.6M | 6 | 2026-03-31 | → |
| 1564 | PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC | MAPLE GROVE | 110372 | $313.7M | 5 | 2026-02-28 | → |
| 1565 | KURE ADVISORY, LLC | PLYMOUTH | 311320 | $259.0M | 6 | 2026-03-31 | → |
| 1566 | EN ENTERPRISES, LLC | NORTH LIBERTY | 337964 | $142.7M | 2 | 2026-03-31 | → |
| 1567 | QUARRY HILL ADVISORS, LLC | SAINT PAUL | 288334 | $394.8M | 5 | 2026-01-31 | → |
| 1568 | COMPASS FINANCIAL GROUP, INC | SIOUX FALLS | 157109 | $1.23B | 13 | 2025-11-30 | → |
| 1569 | BLUE JAY FINANCIAL GROUP, LLC | DEFIANCE | 296467 | $113.5M | 9 | 2026-06-30 | → |
| 1570 | ALPHA PLANNING AND FINANCIAL SERVICES, INC. | SOLON | 130842 | $112.8M | 5 | 2026-06-30 | → |
| 1571 | MESSMER CAPITAL ADVISORS LLC | MILFORD | 305387 | $130.4M | 4 | 2026-03-31 | → |
| 1572 | CHAPMAN & CHAPMAN ADVISORS LLC | CHAGRIN FALLS | 122655 | $145.6M | 3 | 2026-03-31 | → |
| 1573 | SPARROW CAPITAL MANAGEMENT INC | ST. LOUIS | 106616 | $113.3M | 2 | 2026-03-31 | → |
| 1574 | OCM PRIVATE WEALTH, LLC | CHICAGO | 332302 | $338.1M | 8 | 2026-03-31 | → |
| 1575 | MD WEALTH MANAGEMENT, LLC | CHELSEA | 297823 | $109.9M | 2 | 2026-02-28 | → |
| 1576 | THE RETIREMENT GUYS FORMULA LLC | MAUMEE | 168561 | $276.9M | 7 | 2026-02-28 | → |
| 1577 | TOTAL CLARITY WEALTH MANAGEMENT, INC | ST. CHARLES | 142728 | $755.4M | 26 | 2026-03-31 | → |
| 1578 | YOUR FINANCIAL PHARMACIST PLANNING, LLC | NEW ALBANY | 282918 | $53.2M | 7 | 2026-06-30 | → |
| 1579 | TRAILHEAD PLANNERS, LLC | EDINA | 284610 | $188.4M | 4 | 2026-01-31 | → |
| 1580 | DAVID JAMES FINANCIAL | NORTH LIBERTY | 306301 | $116.1M | 4 | 2025-02-28 | → |
| 1581 | GREAT WATERS WEALTH MANAGEMENT | SHOREVIEW | 308215 | $1.24B | 42 | 2026-04-30 | → |
| 1582 | CORNERSTONE ADVISORS, LLC | TOPEKA | 114510 | $265.1M | 2 | 2026-03-31 | → |
| 1583 | ONEDIGITAL ASSET MANAGEMENT, LLC | OVERLAND PARK | 320608 | $762,310 | 3 | 2026-04-30 | → |
| 1584 | TRIGRAN INVESTMENTS, INC. | NORTHBROOK | 155200 | $533.2M | 9 | 2026-03-31 | → |
| 1585 | WESTERN PACIFIC WEALTH MANAGEMENT, LP | LAKE FOREST | 152714 | $205.5M | 3 | 2026-03-31 | → |
| 1586 | VAN WINKLE WEALTH MANAGEMENT GROUP LLC | NEWARK | 134813 | $120.8M | 1 | 2026-06-30 | → |
| 1587 | MENTOR CAPITAL MANAGEMENT INC. | CHICAGO | 123176 | $226.4M | 4 | 2026-03-31 | → |
| 1588 | RETIREMENT INCOME STRATEGIES, LLC | EVANSVILLE | 318052 | $159.0M | 4 | 2026-02-28 | → |
| 1589 | HEDEKER WEALTH LLC | LINCOLNSHIRE | 124341 | $595.1M | 6 | 2026-03-31 | → |
| 1590 | UP NORTH FINANCIAL, LLC | TRAVERSE CITY | 150996 | $203.8M | 4 | 2026-03-31 | → |
| 1591 | PATRICK FINANCIAL GROUP, L.L.C. | BRIGHTON | 124610 | $170.4M | 2 | 2026-03-31 | → |
| 1592 | FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC | WEST DES MOINES | 307987 | $256.0M | 5 | 2026-03-31 | → |
| 1593 | WHALEN CAPITAL, INC. | WAUSAU | 130016 | $75.1M | 4 | 2026-03-31 | → |
| 1594 | HERITAGE STRATEGIC WEALTH, LLC | CARY | 338025 | $45.7M | 3 | 2026-03-31 | → |
| 1595 | RETIREMENT WEALTH SOLUTIONS LLC | MARSHFIELD | 317253 | $227.0M | 4 | 2026-02-28 | → |
| 1596 | EQUITY WEALTH PARTNERS, LLC | INDEPENDENCE | 317224 | $258.6M | 8 | 2026-06-30 | → |
| 1597 | LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC | MADISON | 281302 | $115.3M | 6 | 2026-03-31 | → |
| 1598 | RSG INVESTMENTS LLC | OVERLAND PARK | 323527 | $140.5M | 25 | 2026-03-31 | → |
| 1599 | GUNCHEON FINANCIAL LLC | DUBUQUE | 277091 | $146.2M | 4 | 2026-05-31 | → |
| 1600 | CORECAP ADVISORS, LLC | SOUTHFIELD | 158819 | $3.99B | 116 | 2026-03-31 | → |
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