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 | |
|---|---|---|---|---|---|---|---|
| 101 | BRIDGES INVESTMENT MANAGEMENT INC | OMAHA | 108028 | $11.31B | 79 | 2026-06-30 | → |
| 102 | PROCOURSE FIDUCIARY ADVISORS, LLC | CARMEL | 164328 | $5.49B | 11 | 2026-03-31 | → |
| 103 | PENSION CONSULTANTS INC | SPRINGFIELD | 113914 | $5.42B | 17 | 2026-03-31 | → |
| 104 | FIRST NATIONAL ADVISERS, LLC | OMAHA | 277146 | $7.37B | 35 | 2026-06-30 | → |
| 105 | ADVISOR OS LLC | CHICAGO | 287792 | $5.09B | 2 | 2026-03-31 | → |
| 106 | DIAMOND HILL CAPITAL MANAGEMENT INC | COLUMBUS | 110638 | $29.38B | 120 | 2026-05-31 | → |
| 107 | OXFORD FINANCIAL GROUP, LTD. LLC | CARMEL | 105303 | $23.33B | 156 | 2026-03-31 | → |
| 108 | CWM, LLC | OMAHA | 155344 | $50.58B | 1,416 | 2026-06-30 | → |
| 109 | GCM GROSVENOR L.P. | CHICAGO | 108654 | $95.49B | 466 | 2026-06-30 | → |
| 110 | BTC CAPITAL MANAGEMENT, INC. | DES MOINES | 127158 | $4.60B | 17 | 2026-03-31 | → |
| 111 | FIFTH THIRD WEALTH ADVISORS LLC | CINCINNATI | 313015 | $7.80B | 83 | 2026-03-31 | → |
| 112 | NORTHCREST ASSET MANAGEMENT LLC | PLYMOUTH | 300366 | $4.33B | 12 | 2026-03-31 | → |
| 113 | BAXTER CAPITAL MANAGEMENT INC | INDIANAPOLIS | 105123 | $4.19B | 3 | 2026-03-31 | → |
| 114 | CHANNING CAPITAL MANAGEMENT, LLC | CHICAGO | 128450 | $4.25B | 20 | 2026-03-31 | → |
| 115 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | FAIRFIELD | 134139 | $138.69B | 3,527 | 2026-06-30 | → |
| 116 | PROMANAGE, LLC | CHICAGO | 133357 | $4.06B | 9 | 2026-06-30 | → |
| 117 | JOHNSON INVESTMENT COUNSEL, INC. | CINCINNATI | 117054 | $22.98B | 164 | 2026-05-31 | → |
| 118 | ALERA INVESTMENT ADVISORS, LLC | DEERFIELD | 287906 | $5.29B | 107 | 2026-03-31 | → |
| 119 | CASTLEARK MANAGEMENT LLC | CHICAGO | 109587 | $4.59B | 28 | 2026-04-30 | → |
| 120 | MONETA GROUP INVESTMENT ADVISORS, LLC | ST. LOUIS | 104727 | $50.54B | 585 | 2026-03-31 | → |
| 121 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | CHICAGO | 107296 | $12.75B | 53 | 2026-04-30 | → |
| 122 | FOREST CAPITAL MANAGEMENT, LLC | CHICAGO | 171659 | $3.75B | 11 | 2026-03-31 | → |
| 123 | BAKER TILLY WEALTH MANAGEMENT, LLC | MADISON | 167811 | $4.60B | 32 | 2026-01-31 | → |
| 124 | TWO WEST CAPITAL ADVISORS LLC | OVERLAND PARK | 154543 | $3.89B | 15 | 2026-05-31 | → |
| 125 | PRUDENT MAN ADVISORS, LLC | NAPERVILLE | 301973 | $30.59B | 157 | 2026-04-30 | → |
| 126 | ATTUCKS ASSET MANAGEMENT, LLC | CHICAGO | 118891 | $3.86B | 12 | 2026-03-31 | → |
| 127 | WINTHROP CAPITAL MANAGEMENT, LLC | CARMEL | 145216 | $3.97B | 29 | 2026-03-31 | → |
| 128 | PCA INVESTMENT ADVISORY SERVICES, INC. | CINCINNATI | 123475 | $4.31B | 15 | 2026-03-31 | → |
| 129 | STRATOS INVESTMENT MANAGEMENT, LLC | BEACHWOOD | 283850 | $3.31B | 89 | 2026-06-30 | → |
| 130 | ARIS INVESTING LLC | GLENVIEW | 325320 | $3.31B | 32 | 2026-06-30 | → |
| 131 | ANCORA ADVISORS LLC | MAYFIELD HEIGHTS | 124674 | $4.61B | 46 | 2026-03-31 | → |
| 132 | LINCOLN ADVISORY GROUP, LLC | CHICAGO | 114003 | $3.22B | 11 | 2026-03-31 | → |
| 133 | DANA INVESTMENT ADVISORS INC | WAUKESHA | 105879 | $6.08B | 60 | 2026-03-31 | → |
| 134 | EHLERS INVESTMENT PARTNERS, LLC | MINNEAPOLIS | 146385 | $3.17B | 13 | 2025-09-30 | → |
| 135 | MIDLAND WEALTH ADVISORS, LLC | EFFINGHAM | 324997 | $3.16B | 32 | 2026-04-30 | → |
| 136 | FAIRCOURT PARTNERS, LLC | LAKE BLUFF | 295508 | $3.12B | 4 | 2026-05-31 | → |
| 137 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | MINNEAPOLIS | 38357 | $14.43B | 158 | 2026-03-31 | → |
| 138 | BPS CAPITAL MANAGEMENT, INC. | BLOOMINGTON | 120006 | $3.10B | 5 | 2026-01-31 | → |
| 139 | KENNEDY CAPITAL MANAGEMENT LLC | ST LOUIS | 105834 | $5.02B | 43 | 2026-05-31 | → |
| 140 | BRICK CAPITAL MANAGEMENT INC | EAST LANSING | 107600 | $2.84B | 1 | 2026-03-31 | → |
| 141 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | CHICAGO | 108658 | $13.76B | 26 | 2026-03-31 | → |
| 142 | VETA INVESTMENT PARTNERS, LLC | LAWRENCE | 309023 | $2.79B | 10 | 2026-05-31 | → |
| 143 | ZACKS INVESTMENT MANAGEMENT, INC. | CHICAGO | 110897 | $14.59B | 132 | 2026-05-31 | → |
| 144 | BMO ASSET MANAGEMENT CORP. | CHICAGO | 106466 | $6.18B | 5 | 2026-04-30 | → |
| 145 | ZHANG FINANCIAL LLC | PORTAGE | 159257 | $8.37B | 50 | 2026-03-31 | → |
| 146 | RETIREMENT PLAN ADVISORS, LLC | CHICAGO | 122758 | $3.54B | 47 | 2026-03-31 | → |
| 147 | IPEX, INC. | PLYMOUTH | 124337 | $2.65B | 3 | 2026-06-30 | → |
| 148 | FIDUCIARY MANAGEMENT, INC. | MILWAUKEE | 109149 | $11.36B | 25 | 2026-06-30 | → |
| 149 | TORTOISE CAPITAL ADVISORS, L.L.C. | OVERLAND PARK | 123711 | $8.93B | 34 | 2026-04-30 | → |
| 150 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC | KANSAS CITY | 311623 | $7.13B | 47 | 2026-03-31 | → |
| 151 | ORGEL WEALTH MANAGEMENT, LLC | ALTOONA | 168219 | $9.55B | 79 | 2026-03-31 | → |
| 152 | WINSLOW CAPITAL MANAGEMENT LLC | MINNEAPOLIS | 106940 | $28.66B | 37 | 2026-03-31 | → |
| 153 | AVANTAX PLANNING PARTNERS, INC. | DUBUQUE | 106237 | $7.57B | 261 | 2026-06-30 | → |
| 154 | WHITETAIL ROCK CAPITAL MANAGEMENT, LLC | LINCOLN | 156675 | $3.28B | 3 | 2026-03-31 | → |
| 155 | INVESTMENT CONSULTING GROUP INC | DAVENPORT | 106967 | $2.84B | 6 | 2026-03-31 | → |
| 156 | GENEVA CAPITAL MANAGEMENT LLC | MILWAUKEE | 105432 | $5.60B | 20 | 2026-03-31 | → |
| 157 | GOELZER INVESTMENT MANAGEMENT, INC. | CARMEL | 44402 | $4.51B | 34 | 2026-03-31 | → |
| 158 | STAIRWAY PARTNERS, LLC | MINNEAPOLIS | 133157 | $2.36B | 5 | 2026-01-31 | → |
| 159 | DISCIPLINED GROWTH INVESTORS INC | MINNEAPOLIS | 106746 | $5.48B | 21 | 2026-03-31 | → |
| 160 | RED CEDAR INVESTMENT MANAGEMENT, LLC | GRAND RAPIDS | 170939 | $3.33B | 18 | 2026-05-31 | → |
| 161 | CARSON GROUP INVESTING, LLC | OMAHA | 291744 | $2.05B | 7 | 2026-05-31 | → |
| 162 | SEIZERT CAPITAL PARTNERS, LLC | BIRMINGHAM | 108954 | $2.48B | 17 | 2026-02-28 | → |
| 163 | COLUMBIA CAPITAL MANAGEMENT, LLC | MERRIAM | 112773 | $2.09B | 18 | 2026-03-31 | → |
| 164 | SYM FINANCIAL CORPORATION | WINONA LAKE | 107517 | $5.81B | 84 | 2026-03-31 | → |
| 165 | ADVISORY ALPHA, LLC | HOLLAND | 158282 | $4.37B | 66 | 2026-03-31 | → |
| 166 | CALAMOS ADVISORS LLC | NAPERVILLE | 105758 | $43.89B | 300 | 2026-04-30 | → |
| 167 | WEALTH MANAGEMENT NEBRASKA LLC | NORFOLK | 137080 | $3.71B | 61 | 2026-06-30 | → |
| 168 | PRODIGY ASSET MANAGEMENT LLC | OMAHA | 106457 | $2.44B | 9 | 2026-06-30 | → |
| 169 | FIDUCIARY ADVISORS, INC. | ST. LOUIS | 108239 | $2.10B | 4 | 2026-03-31 | → |
| 170 | SAPIENT CAPITAL LLC | INDIANAPOLIS | 324899 | $13.76B | 59 | 2026-03-31 | → |
| 171 | REHMANN CAPITAL ADVISORY GROUP, LLC | LANSING | 123047 | $5.27B | 39 | 2026-03-31 | → |
| 172 | PEREGRINE CAPITAL MANAGEMENT, LLC | MINNEAPOLIS | 110052 | $4.07B | 28 | 2026-03-31 | → |
| 173 | STONEBRIDGE FINANCIAL GROUP, LLC | ST. LOUIS | 337972 | $2.40B | 10 | 2026-06-30 | → |
| 174 | CAPITAL ASSET ADVISORY SERVICES, LLC. | WILLIAMSTON | 110929 | $4.64B | 136 | 2026-03-31 | → |
| 175 | FOUNDRY PARTNERS, LLC | CLEVELAND | 164863 | $2.05B | 17 | 2025-03-31 | → |
| 176 | HUB INVESTMENT ADVISORS, INC | OMAHA | 164600 | $2.07B | 9 | 2026-01-31 | → |
| 177 | KELLOGG ASSET MANAGEMENT, LLC | GREEN BAY | 150031 | $2.86B | 9 | 2026-03-31 | → |
| 178 | MAGNETAR ASSET MANAGEMENT LLC | EVANSTON | 285287 | $1.92B | 167 | 2026-03-31 | → |
| 179 | OBERWEIS ASSET MANAGEMENT INC | LISLE | 105471 | $5.06B | 31 | 2026-03-31 | → |
| 180 | FIRST TRUST ADVISORS LP | WHEATON | 107027 | $309.24B | 542 | 2026-04-30 | → |
| 181 | ADVYZON INVESTMENT MANAGEMENT, LLC | LISLE | 318816 | $1.68B | 21 | 2026-04-30 | → |
| 182 | REINHART PARTNERS, LLC | MEQUON | 106432 | $2.47B | 16 | 2026-05-31 | → |
| 183 | LPC REALTY ADVISORS I, LLC | CHICAGO | 112175 | $1.65B | 9 | 2026-03-31 | → |
| 184 | ALTAIR ADVISERS, LLC | CHICAGO | 120642 | $9.76B | 75 | 2026-03-31 | → |
| 185 | NXT CAPITAL INVESTMENT ADVISERS, LLC | CHICAGO | 160569 | $6.65B | 242 | 2026-06-30 | → |
| 186 | ACCOLADE INVESTMENT ADVISORY, LLC | COLUMBUS | 145635 | $1.60B | 6 | 2026-03-31 | → |
| 187 | FORUM FINANCIAL MANAGEMENT, LP | LOMBARD | 145706 | $8.69B | 143 | 2026-06-30 | → |
| 188 | ANCORA RETIREMENT PLAN ADVISORS, LLC | CLEVELAND | 31256 | $1.53B | 41 | 2026-03-31 | → |
| 189 | BARTLETT & CO. WEALTH MANAGEMENT LLC | CINCINNATI | 292246 | $10.25B | 84 | 2026-03-31 | → |
| 190 | CURI CAPITAL, LLC | CHICAGO | 134249 | $11.58B | 180 | 2026-03-31 | → |
| 191 | NICOLET ADVISORY SERVICES, LLC | GREEN BAY | 283940 | $4.29B | 75 | 2026-03-31 | → |
| 192 | PALMER SQUARE CAPITAL MANAGEMENT LLC | MISSION WOODS | 155697 | $25.59B | 76 | 2026-05-31 | → |
| 193 | DETALUS ADVISORS, LLC | ST. LOUIS | 117958 | $2.22B | 15 | 2026-03-31 | → |
| 194 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | CHICAGO | 106201 | $3.30B | 17 | 2026-03-31 | → |
| 195 | SPIDERROCK ADVISORS, LLC | CHICAGO | 171992 | $9.83B | 61 | 2026-03-31 | → |
| 196 | DAVID VAUGHAN INVESTMENTS, LLC | PEORIA | 105990 | $5.33B | 48 | 2026-03-31 | → |
| 197 | PIVOT CAPITAL PARTNERS LLC | CHICAGO | 335324 | $1.40B | 2 | 2026-06-30 | → |
| 198 | PITTENGER & ANDERSON INC | LINCOLN | 111033 | $3.03B | 14 | 2026-01-31 | → |
| 199 | ELEMENTUM ADVISORS, LLC | CHICAGO | 151635 | $4.48B | 39 | 2026-03-31 | → |
| 200 | TRANSAMERICA RETIREMENT ADVISORS, LLC | CEDAR RAPIDS | 107319 | $18.83B | 398 | 2026-03-31 | → |
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