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 | |
|---|---|---|---|---|---|---|---|
| 1601 | MHS ADVISORY SERVICES, LLC | MAPLE GROVE | 174590 | $253.3M | 7 | 2026-03-31 | → |
| 1602 | LEIBMAN FINANCIAL SERVCES, INC. | LOUISVILLE | 323120 | $173.1M | 4 | 2026-01-31 | → |
| 1603 | KOM WEALTH MANAGEMENT GROUP, LLC | APPLETON | 142682 | $407.8M | 7 | 2026-03-31 | → |
| 1604 | RICHARDSON CAPITAL MANAGEMENT, LLC | MENOMONEE FALLS | 130985 | $582.2M | 9 | 2026-03-31 | → |
| 1605 | STRUCTURED WEALTH MANAGEMENT, INC. | TOLEDO | 146611 | $226.9M | 4 | 2026-02-28 | → |
| 1606 | CLARITY ASSET MANAGEMENT, INC. | AMES | 115699 | $257.4M | 5 | 2026-03-31 | → |
| 1607 | 25, LLC | SAINT LOUIS | 317916 | $545.0M | 19 | 2026-05-31 | → |
| 1608 | O'CONNOR FINANCIAL GROUP LLC | QUINCY | 168636 | $275.3M | 6 | 2026-05-31 | → |
| 1609 | STEWARD ADVISORS, LLC | CHICAGO | 156331 | $160.7M | 4 | 2026-03-31 | → |
| 1610 | FLOYD FINANCIAL GROUP LLC | SPRINGFIELD | 226773 | $164.5M | 5 | 2026-03-31 | → |
| 1611 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC | ROSEVILLE | 168594 | $745.8M | 11 | 2026-02-28 | → |
| 1612 | COYLE FINANCIAL COUNSEL, LLC | GLENVIEW | 110593 | $1.05B | 24 | 2026-03-31 | → |
| 1613 | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. | KANSAS CITY | 290043 | $2.33B | 105 | 2026-03-31 | → |
| 1614 | INDEPENDENT WEALTH MANAGEMENT, LLC | TRAVERSE CITY | 124242 | $203.0M | 3 | 2026-05-31 | → |
| 1615 | FINANCIAL DESIGN STUDIO, INC. | DEER PARK | 286686 | $105.5M | 4 | 2026-02-28 | → |
| 1616 | BULLOCK WEALTH MANAGEMENT GROUP INC. | BLOOMINGTON | 283853 | $261.4M | 10 | 2026-03-31 | → |
| 1617 | VAN CLEEF ASSET MANAGEMENT INC | BEACHWOOD | 105768 | $1.21B | 6 | 2026-03-31 | → |
| 1618 | RICHARD W. PAUL & ASSOCIATES, LLC | NOVI | 156812 | $372.8M | 8 | 2026-03-31 | → |
| 1619 | SIGNIFICANT WEALTH PARTNERS LLC | CARY | 293060 | $126.1M | 8 | 2026-03-31 | → |
| 1620 | LANDMARK WEALTH MANAGEMENT, INC. | NORMAL | 167188 | $287.0M | 8 | 2026-06-30 | → |
| 1621 | NEUENSCHWANDER ASSET MANAGEMENT, LLC | MCFARLAND | 125179 | $173.5M | 5 | 2026-06-30 | → |
| 1622 | ODA AND COMPANY, INC. | MEDINA | 119952 | $125.6M | 3 | 2026-03-31 | → |
| 1623 | VERTIS WEALTH, LLC | CHICAGO | 307270 | $140.7M | 17 | 2026-03-31 | → |
| 1624 | RYAN POAGE & CO., LLC | KANSAS CITY | 157432 | $114.2M | 3 | 2026-06-30 | → |
| 1625 | PMG WEALTH MANAGEMENT, INC. | HAWTHORN WOODS | 285899 | $198.3M | 4 | 2026-05-31 | → |
| 1626 | TRINITY FINANCIAL ADVISORS LLC | COLUMBUS | 133191 | $670.0M | 9 | 2026-04-30 | → |
| 1627 | BLACK WALNUT WEALTH MANAGEMENT, LLC | TRAVERSE CITY | 337606 | $136.8M | 2 | 2026-05-31 | → |
| 1628 | HERITAGE WEALTH PARTNERS, LLC | DUBLIN | 290276 | $176.3M | 13 | 2025-03-31 | → |
| 1629 | PINERIDGE ADVISORS, LLC | ST. CHARLES | 315100 | $504.2M | 10 | 2026-05-31 | → |
| 1630 | SCHMITT WEALTH ADVISERS, CORP. | CINCINNATI | 174958 | $135.0M | 3 | 2026-04-30 | → |
| 1631 | CANTERBURY INVESTMENT MANAGEMENT, LLC | ZIONSVILLE | 125680 | $69.8M | 2 | 2026-03-31 | → |
| 1632 | ALEXANDER LABRUNERIE & CO., INC. | COLUMBIA | 117153 | $618.9M | 6 | 2026-03-31 | → |
| 1633 | SENTINEL ADVISORY GROUP, LLC | MIDDLETON | 338121 | $320.8M | 10 | 2026-03-31 | → |
| 1634 | SUMMIT FINANCIAL CONSULTING LLC | STERLING HEIGHTS | 126570 | $184.7M | 6 | 2026-04-30 | → |
| 1635 | BROOKTREE CAPITAL MANAGEMENT INC. | GRAND RAPIDS | 114173 | $138.9M | 2 | 2026-03-31 | → |
| 1636 | ABBEY STREET, LLC | EDEN PRAIRIE | 305107 | $375.4M | 13 | 2026-03-31 | → |
| 1637 | WEALTHSPAN PARTNERS, LLC | DAVENPORT | 297712 | $451.1M | 6 | 2026-03-31 | → |
| 1638 | ALLIANCE OF WEALTH ADVISORS, LLC | RAPID CITY | 164428 | $130.3M | 1 | 2026-03-31 | → |
| 1639 | SFC FINANCIAL LLC | SUNSET HILLS | 129817 | $208.3M | 4 | 2026-03-31 | → |
| 1640 | HINSDALE ASSOCIATES, INC. | HINSDALE | 108293 | $120.1M | 2 | 2026-02-28 | → |
| 1641 | PURTILL FINANCIAL LLC | HIGHLAND HEIGHTS | 133764 | $207.1M | 5 | 2026-03-31 | → |
| 1642 | ALLOS INVESTMENT ADVISORS, LLC | OVERLAND PARK | 155541 | $73.6M | 9 | 2026-05-31 | → |
| 1643 | WETZEL INVESTMENT ADVISORS, INC. | INDIANAPOLIS | 305301 | $338.3M | 10 | 2026-03-31 | → |
| 1644 | SEVEN HILLS CAPITAL ADVISORS, LLC | CINCINNATI | 175280 | $130.0M | 1 | 2026-03-31 | → |
| 1645 | BRIGHT FINANCIAL ADVISORS, INC. | PORTAGE | 107931 | $725.5M | 12 | 2026-01-31 | → |
| 1646 | LECLAIR WEALTH PARTNERS LLC | DUBLIN | 332827 | $363.0M | 4 | 2026-02-28 | → |
| 1647 | CENTRICITY WEALTH MANAGEMENT, LLC | WESTERVILLE | 165664 | $185.9M | 3 | 2025-03-31 | → |
| 1648 | INDEPENDENT WEALTH MANAGEMENT LLC | KENOSHA | 146633 | $107.1M | 3 | 2026-06-30 | → |
| 1649 | HDA WEALTH MANAGEMENT, LLC | POLAND | 317346 | $159.1M | 2 | 2026-03-31 | → |
| 1650 | DEDEKER FINANCIAL, LLC | ST. LOUIS PARK | 325537 | $165.5M | 2 | 2026-04-30 | → |
| 1651 | CAPSTONE WEALTH PARTNERS, LTD. | DUBLIN | 152524 | $114.9M | 4 | 2026-06-30 | → |
| 1652 | FNEX WEALTH, LLC | INDIANAPOLIS | 334569 | $122.3M | 2 | 2026-04-30 | → |
| 1653 | OCTO CAPITAL, LLC | BINGHAM FARMS | 174351 | $165.0M | 1 | 2026-02-28 | → |
| 1654 | SJHL FINANCIAL SERVICES, LLC | MCPHERSON | 285946 | $174.5M | 12 | 2026-06-30 | → |
| 1655 | GRADIENT ADVISORS, LLC | ARDEN HILLS | 152665 | $289.3M | 173 | 2026-03-31 | → |
| 1656 | BENCHMARK CAPITAL GROUP LTD. | GALENA | 123698 | $173.6M | 3 | 2026-02-28 | → |
| 1657 | NORTHERN EDGE WEALTH MANAGEMENT, LLC | MARQUETTE | 338102 | $246.9M | 6 | 2026-03-31 | → |
| 1658 | ADVISORS MANAGEMENT GROUP INC | LA CROSSE | 113020 | $819.6M | 17 | 2026-03-31 | → |
| 1659 | ROYAL OAK FINANCIAL ADVISORS, LLC | ROYAL OAK | 290152 | $366.1M | 7 | 2026-03-31 | → |
| 1660 | BLUE SKY INVESTMENT PARTNERS, INC. | EVANSTON | 145318 | $118.0M | 1 | 2026-04-30 | → |
| 1661 | LPFG, LLC | AVON | 312978 | $381.3M | 28 | 2026-03-31 | → |
| 1662 | SECURITY FIRST FINANCIAL INC. | SWARTZ CREEK | 122408 | $299.5M | 2 | 2026-03-31 | → |
| 1663 | WATERSHED PRIVATE WEALTH LLC | OAK BROOK | 316408 | $413.7M | 3 | 2026-03-31 | → |
| 1664 | TEEPLE WEALTH MANAGEMENT, LLC | BROWNSBURG | 147676 | $287.0M | 18 | 2026-06-30 | → |
| 1665 | ROCHESTER WEALTH STRATEGIES, LLC | ROCHESTER | 299150 | $177.8M | 5 | 2026-06-30 | → |
| 1666 | GREENLEAF FINANCIAL GROUP, LLC | CARMEL | 137933 | $175.2M | 2 | 2026-04-30 | → |
| 1667 | TENMA LIMITED I, LLC | CHICAGO | 299563 | $109,345 | 1 | 2025-03-31 | → |
| 1668 | CENTENNIAL WEALTH ADVISORY, LLC | TRAVERSE CITY | 138054 | $397.1M | 14 | 2026-04-30 | → |
| 1669 | SPECTRUM FINANCIAL RESOURCES, LLC | TROY | 127453 | $235.3M | 6 | 2026-03-31 | → |
| 1670 | MOTIVE WEALTH ADVISORS, LLC | BIRMINGHAM | 312303 | $362.6M | 4 | 2026-06-30 | → |
| 1671 | MOKOSAK ADVISORY GROUP, LLC | URBANDALE | 287538 | $413.9M | 4 | 2026-02-28 | → |
| 1672 | EVERGREEN WEALTH MANAGEMENT, LLC | WILLIAMSTON | 174090 | $248.7M | 8 | 2026-03-31 | → |
| 1673 | QUINCY WELLS ADVISORS, LLC | CHICAGO | 307477 | $45.1M | 22 | 2026-03-31 | → |
| 1674 | ONEAMERICA SECURITIES, INC. | INDIANAPOLIS | 4173 | $306.1M | 340 | 2026-03-31 | → |
| 1675 | APPLE TREE ASSET MANAGEMENT, LLC | FORT WAYNE | 298437 | $151.9M | 7 | 2026-03-31 | → |
| 1676 | RHL GROUP, LLC | HOLLY | 330716 | $155.1M | 6 | 2026-02-28 | → |
| 1677 | DIRECTIONAL ASSET MANAGEMENT, LLC | ARLINGTON HEIGHTS | 152859 | $136.9M | 1 | 2026-03-31 | → |
| 1678 | MIDWEST FINANCIAL NETWORK, LLC | TINLEY PARK | 302095 | $141.9M | 2 | 2026-02-28 | → |
| 1679 | RYZOME INVESTMENT ADVISORS, LLC | OKEMOS | 170762 | $116.1M | 2 | 2026-06-30 | → |
| 1680 | HICKORY WEALTH MANAGEMENT, LLC | SPRINGFIELD | 298475 | $126.5M | 4 | 2026-03-31 | → |
| 1681 | WESTERN RESERVE CAPITAL MANAGEMENT, LLC | HUDSON | 329811 | $120.2M | 2 | 2026-01-31 | → |
| 1682 | TOBERMAN BECKER WEALTH, LLC | ST. LOUIS | 310346 | $170.8M | 3 | 2026-05-31 | → |
| 1683 | M&B INVESTMENT ADVISORS, LLC | CINCINNATI | 154255 | $290.2M | 5 | 2026-03-31 | → |
| 1684 | MASUS FINANCIAL GROUP, LTD. | BATAVIA | 174339 | $190.6M | 4 | 2026-05-31 | → |
| 1685 | SIGNIFY WEALTH LLC | ST. LOUIS | 160094 | $364.6M | 17 | 2026-06-30 | → |
| 1686 | GLASS LAKES CAPITAL MANAGEMENT LLC | OVERLAND PARK | 290064 | $178.3M | 2 | 2026-06-30 | → |
| 1687 | HOBBS WEALTH MANAGEMENT, LLC | ZIONSVILLE | 325374 | $146.7M | 6 | 2026-03-31 | → |
| 1688 | HORIZON FAMILY WEALTH, INC. | CHICAGO | 315484 | $278.8M | 2 | 2026-03-31 | → |
| 1689 | SOUTH GEORGIA CAPITAL, LLC | NAPERVILLE | 146765 | $134.0M | 4 | 2026-03-31 | → |
| 1690 | CITY CENTER ADVISORS, LLC | TROY | 203513 | $160.2M | 7 | 2026-01-31 | → |
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