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 | |
|---|---|---|---|---|---|---|---|
| 501 | MOSAIC FAMILY WEALTH PARTNERS, LLC | ST. LOUIS | 317377 | $2.04B | 22 | 2026-03-31 | → |
| 502 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | WAYZATA | 129963 | $1.10B | 9 | 2026-03-31 | → |
| 503 | NEWPORT INVESTMENT ADVISORS INC | BEACHWOOD | 113175 | $198.0M | 2 | 2026-04-30 | → |
| 504 | LINEWEAVER WEALTH ADVISORS, LLC | VALLEY VIEW | 173310 | $1.08B | 21 | 2026-03-31 | → |
| 505 | THRIVENT ADVISOR NETWORK, LLC | MINNEAPOLIS | 304569 | $6.84B | 119 | 2026-06-30 | → |
| 506 | MONARCH CAPITAL MANAGEMENT INC | FORT WAYNE | 106244 | $495.7M | 8 | 2026-03-31 | → |
| 507 | NORTHROCK PARTNERS, LLC | MINNEAPOLIS | 167908 | $12.19B | 233 | 2026-03-31 | → |
| 508 | WESTMINSTER FINANCIAL ADVISORY CORP | BEAVERCREEK | 110283 | $1.36B | 43 | 2026-03-31 | → |
| 509 | REGAL INVESTMENT ADVISORS LLC | KENTWOOD | 125004 | $2.88B | 131 | 2026-05-31 | → |
| 510 | INVISOR FINANCIAL LLC | SENECA | 174890 | $198.5M | 4 | 2026-02-28 | → |
| 511 | CONWAY INVESTMENT RESEARCH, LLC | SAINT LOUIS | 154659 | $1.67B | 20 | 2026-03-31 | → |
| 512 | IHT WEALTH MANAGEMENT LLC | CHICAGO | 171481 | $9.80B | 179 | 2026-03-31 | → |
| 513 | CVFG LLC | SHELBYVILLE | 325310 | $1.15B | 11 | 2026-05-31 | → |
| 514 | MEEDER ADVISORY SERVICES, INC | DUBLIN | 106814 | $2.86B | 73 | 2026-04-30 | → |
| 515 | THE RETIREMENT PLANNING GROUP, LLC | LEAWOOD | 129625 | $4.16B | 78 | 2026-06-30 | → |
| 516 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | CLEVELAND | 111144 | $565.5M | 5 | 2026-03-31 | → |
| 517 | FREEMAN, WILL & NIEMEIER, INC. | EVANSVILLE | 121628 | $284.2M | 2 | 2026-03-31 | → |
| 518 | LVM CAPITAL MANAGEMENT LTD | PORTAGE | 111039 | $1.31B | 15 | 2025-09-30 | → |
| 519 | BEACON FINANCIAL GROUP, INC. | AURORA | 317775 | $745.9M | 7 | 2025-03-31 | → |
| 520 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | CHESTERFIELD | 121307 | $2.61B | 44 | 2026-03-31 | → |
| 521 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | INDIANAPOLIS | 118739 | $1.41B | 26 | 2025-03-31 | → |
| 522 | WEALTH DIMENSIONS GROUP, LTD. | CINCINNATI | 107618 | $1.24B | 21 | 2026-03-31 | → |
| 523 | PRECISION WEALTH STRATEGIES, LLC | ST. LOUIS | 299827 | $711.0M | 15 | 2026-05-31 | → |
| 524 | REVISOR WEALTH MANAGEMENT LLC | AKRON | 169814 | $2.53B | 11 | 2026-05-31 | → |
| 525 | DILLON & ASSOCIATES INC | JACKSON | 104662 | $916.4M | 8 | 2026-06-30 | → |
| 526 | FINANCIAL & TAX ARCHITECTS, LLC | ST. LOUIS | 119169 | $506.2M | 71 | 2026-06-30 | → |
| 527 | HANC WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 249789 | $492.1M | 5 | 2026-04-30 | → |
| 528 | SRH ADVISORS, LLC | SALINA | 148479 | $3.15B | 9 | 2026-03-31 | → |
| 529 | GATE CITY CAPITAL MANAGEMENT, LLC | CHICAGO | 289122 | $253.6M | 4 | 2026-03-31 | → |
| 530 | LINCOLN CAPITAL, LLC | LINCOLN | 168307 | $844.8M | 9 | 2026-03-31 | → |
| 531 | GRIES FINANCIAL LLC | CLEVELAND | 110031 | $1.35B | 30 | 2025-08-31 | → |
| 532 | EICHNER INVESTMENT PLANNING, LLC | CINCINNATI | 128215 | $692.1M | 1 | 2026-03-31 | → |
| 533 | ESTATE COUNSELORS, LLC | THIENSVILLE | 123452 | $1.35B | 7 | 2026-03-31 | → |
| 534 | MIRAMAR CAPITAL LLC | NORTHBROOK | 290909 | $550.3M | 6 | 2026-03-31 | → |
| 535 | INVESTMENT OFFICE RESOURCES, LLC | CLAYTON | 311647 | $126.5M | 11 | 2026-02-28 | → |
| 536 | CLAYTON FINANCIAL SERVICES INC | TOPEKA | 105898 | $909.8M | 14 | 2026-03-31 | → |
| 537 | INSTITUTIONAL INVESTMENT CONSULTING | BLOOMFIELD HILLS | 168705 | $125.0M | 13 | 2026-02-28 | → |
| 538 | FAS WEALTH PARTNERS, INC. | LEAWOOD | 109796 | $3.78B | 33 | 2026-02-28 | → |
| 539 | DBS INVESTMENT ADVISERS, LLC | BAY CITY | 123283 | $280.2M | 8 | 2026-02-28 | → |
| 540 | CORNERSTONE WEALTH MANAGEMENT, LLC | DES PERES | 164666 | $4.93B | 103 | 2026-05-31 | → |
| 541 | ZEMENICK & WALKER INC | ST LOUIS | 108670 | $2.63B | 11 | 2026-03-31 | → |
| 542 | FOCUS FINANCIAL NETWORK, INC. | MINNEAPOLIS | 116140 | $6.82B | 189 | 2026-03-31 | → |
| 543 | WEDGEWOOD PARTNERS, INC. | ST LOUIS | 21923 | $560.7M | 10 | 2026-03-31 | → |
| 544 | EXCEL FINANCIAL, LLC | RED WING | 145301 | $404.5M | 11 | 2026-05-31 | → |
| 545 | PROFESSIONAL FINANCIAL ADVISORS, LLC | NORTH PLATTE | 173719 | $769.8M | 12 | 2026-06-30 | → |
| 546 | CALDER INVESTMENT ADVISORS | ADA | 143973 | $297.0M | 7 | 2026-03-31 | → |
| 547 | GUARDIAN WEALTH MANAGEMENT INC. | PEORIA | 154159 | $289.1M | 5 | 2026-05-31 | → |
| 548 | NORTH AMERICAN WEALTH ADVISORS INC. | JORDAN | 297057 | $237.3M | 3 | 2026-03-31 | → |
| 549 | DIVERSIFIED MANAGEMENT INC | MILWAUKEE | 106680 | $1.87B | 8 | 2026-03-31 | → |
| 550 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. | AKRON | 138851 | $1.12B | 9 | 2026-03-31 | → |
| 551 | KKM FINANCIAL LLC | CHICAGO | 165136 | $733.9M | 5 | 2026-03-31 | → |
| 552 | 1492 CAPITAL MANAGEMENT, LLC | MILWAUKEE | 148566 | $274.6M | 5 | 2026-03-31 | → |
| 553 | HENGEHOLD CAPITAL MANAGEMENT LLC | CINCINNATI | 107700 | $1.23B | 11 | 2026-03-31 | → |
| 554 | HURLOW WEALTH MANAGEMENT GROUP, INC. | BLOOMINGTON | 282587 | $794.4M | 16 | 2026-03-31 | → |
| 555 | TAP CONSULTING, LLC | KIRKWOOD | 145772 | $635.0M | 20 | 2025-03-31 | → |
| 556 | BROADLEAF PARTNERS, LLC | HUDSON | 137433 | $551.3M | 7 | 2026-06-30 | → |
| 557 | PEAK WEALTH SOLUTIONS, INC. | PEPPER PIKE | 127391 | $911.6M | 10 | 2026-03-31 | → |
| 558 | ROTHSCHILD WEALTH LLC | OAKBROOK | 162442 | $1.70B | 27 | 2026-06-30 | → |
| 559 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | DECATUR | 111872 | $2.66B | 67 | 2026-03-31 | → |
| 560 | LSB CAPITAL MANAGEMENT, INC. | ANKENY | 310466 | $228.8M | 11 | 2026-04-30 | → |
| 561 | U.S. BANCORP ADVISORS, LLC | SAINT PAUL | 14455 | $1.80B | 379 | 2026-03-31 | → |
| 562 | TIDAL INVESTMENTS LLC | MILWAUKEE | 164201 | $45.83B | 207 | 2026-03-31 | → |
| 563 | BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | DAYTON | 292661 | $459.5M | 6 | 2026-03-31 | → |
| 564 | TALLWOODS PARTNERS, LLC | CHICAGO | 168865 | $569.4M | 2 | 2026-03-31 | → |
| 565 | VISIONARY WEALTH ADVISORS, LLC | ST. LOUIS | 169610 | $3.54B | 74 | 2026-03-31 | → |
| 566 | THE HUNTINGTON INVESTMENT COMPANY | COLUMBUS | 16986 | $7.89B | 520 | 2026-03-31 | → |
| 567 | MPI WEALTH MANAGEMENT LLC | HINSDALE | 301011 | $233.6M | 4 | 2026-05-31 | → |
| 568 | GRAND WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 132137 | $597.8M | 12 | 2026-03-31 | → |
| 569 | HOOVER PRIVATE WEALTH, LLC | ROYAL OAK | 336484 | $171.3M | 6 | 2026-03-31 | → |
| 570 | HIGHPOINT ADVISOR GROUP, LLC | DOWNERS GROVE | 316636 | $4.78B | 106 | 2026-05-31 | → |
| 571 | EVERHART FINANCIAL GROUP INC | DUBLIN | 107091 | $2.46B | 59 | 2026-06-30 | → |
| 572 | CHESLEY, TAFT & ASSOCIATES, LLC | CHICAGO | 111578 | $3.01B | 18 | 2026-03-31 | → |
| 573 | GROWTH BEVERAGE GROUP, LP | CHICAGO | 325508 | $290.9M | 10 | 2026-03-31 | → |
| 574 | DISTILLATE CAPITAL PARTNERS LLC | CHICAGO | 297521 | $2.11B | 4 | 2026-02-28 | → |
| 575 | STRATEGIC WEALTH PARTNERS, LTD. | INDEPENDENCE | 148586 | $1.64B | 24 | 2026-03-31 | → |
| 576 | MANER WEALTH, LLC | LANSING | 308146 | $299.5M | 3 | 2026-04-30 | → |
| 577 | GILBERT & COOK, INC. | WEST DES MOINES | 283112 | $1.70B | 32 | 2026-06-30 | → |
| 578 | AUSDAL FINANCIAL PARTNERS, INC. | DAVENPORT | 7995 | $3.73B | 306 | 2026-04-30 | → |
| 579 | KEY INVESTMENT SERVICES LLC | BROOKLYN | 136300 | $8.88B | 1,325 | 2026-06-30 | → |
| 580 | FORTIS CAPITAL ADVISORS, LLC | PRAIRIE VILLAGE | 309709 | $1.62B | 68 | 2026-06-30 | → |
| 581 | TERRIL BROTHERS INC | SAINT LOUIS | 110422 | $987.8M | 16 | 2026-03-31 | → |
| 582 | BASTION MANAGEMENT II LLC | STAMFORD | 309685 | $572.7M | 13 | 2026-04-30 | → |
| 583 | ELSER FINANCIAL PLANNING, INC. | INDIANAPOLIS | 143311 | $2.11B | 15 | 2026-03-31 | → |
| 584 | PALO DURO INVESTMENT PARTNERS, LP | CHICAGO | 324320 | $402.8M | 6 | 2026-03-31 | → |
| 585 | UNIPLAN INVESTMENT COUNSEL, INC. | MILWAUKEE | 154718 | $330.5M | 11 | 2026-05-31 | → |
| 586 | SYMPHONY FINANCIAL SERVICES, INC. | AKRON | 125058 | $428.7M | 7 | 2026-02-28 | → |
| 587 | BELLWETHER ADVISORS, LLC | LINCOLN | 300012 | $784.0M | 12 | 2026-03-31 | → |
| 588 | COFG ADVISORS, LLC | OAK BROOK | 333344 | $1.21B | 19 | 2026-02-28 | → |
| 589 | SEARCY FINANCIAL SERVICES, INC. | OVERLAND PARK | 105807 | $514.0M | 9 | 2026-05-31 | → |
| 590 | SG CAPITAL MANAGEMENT LLC | CHICAGO | 134471 | $1.38B | 10 | 2026-03-31 | → |
| 591 | CGN ADVISORS, LLC | MANHATTAN | 159359 | $1.60B | 51 | 2026-06-30 | → |
| 592 | RETIREMENT PORTFOLIOS, LLC | LAWRENCE | 330289 | $290.0M | 2 | 2026-04-30 | → |
| 593 | FINANCIAL MANAGEMENT STRATEGIES, INC. | BROADVIEW HTS. | 120818 | $714.2M | 23 | 2026-03-31 | → |
| 594 | CYPRESS WEALTH MANAGEMENT, LLC | OAKBROOK TERRACE | 324524 | $282.7M | 6 | 2026-03-31 | → |
| 595 | TEN PEAKS PARTNERS L.L.C. | CLAYTON | 169364 | $108.6M | 1 | 2026-05-31 | → |
| 596 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | EAST PEORIA | 101080 | $1.98B | 105 | 2026-06-30 | → |
| 597 | ROMANO BROTHERS AND COMPANY | EVANSTON | 3215 | $1.54B | 16 | 2026-02-28 | → |
| 598 | KFG WEALTH MANAGEMENT, LLC | GRANGER | 128606 | $1.15B | 113 | 2026-03-31 | → |
| 599 | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | TROY | 156177 | $512.5M | 8 | 2026-03-31 | → |
| 600 | STEVENS CAPITAL PARTNERS INC | OMAHA | 317517 | $600.7M | 21 | 2026-05-31 | → |
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