Research Report · 2026-06-30
Largest Registered Investment Advisers in the Midwest
SEC-registered investment advisers based in the Midwest ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,567
Total AUM
$19.31T
Median AUM
$464.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | Q3 ASSET MANAGEMENT CORPORATION | BIRMINGHAM | 137839 | $794.7M | 12 | 2026-03-31 | → |
| 902 | HURLOW WEALTH MANAGEMENT GROUP, INC. | BLOOMINGTON | 282587 | $794.4M | 16 | 2026-03-31 | → |
| 903 | CLAYTON FINANCIAL GROUP, LLC | ST. LOUIS | 226729 | $793.8M | 7 | 2026-02-28 | → |
| 904 | CENTRIC WEALTH MANAGEMENT, LLC | CHICAGO | 133877 | $792.9M | 15 | 2026-04-30 | → |
| 905 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | GLEN CARBON | 157998 | $791.8M | 9 | 2026-03-31 | → |
| 906 | SUNPOINTE, LLC | ST. LOUIS | 282505 | $790.7M | 17 | 2026-02-28 | → |
| 907 | SYCAMORE FINANCIAL GROUP, INC. | KOKOMO | 14143 | $787.4M | 4 | 2026-03-31 | → |
| 908 | PFINGSTEN PARTNERS, L.L.C. | CHICAGO | 156493 | $787.0M | 20 | 2026-03-31 | → |
| 909 | INNOVATIVE PORTFOLIOS LLC | INDIANAPOLIS | 281382 | $784.6M | 14 | 2025-03-31 | → |
| 910 | JVL ASSOCIATES, LLC | WYOMING | 124018 | $784.4M | 8 | 2026-04-30 | → |
| 911 | BELLWETHER ADVISORS, LLC | LINCOLN | 300012 | $784.0M | 12 | 2026-03-31 | → |
| 912 | SYSTELLIGENCE, LLC | BLOOMINGTON | 283582 | $783.9M | 4 | 2026-03-31 | → |
| 913 | FAIRHAVEN WEALTH MANAGEMENT, LLC | WHEATON | 173771 | $783.2M | 19 | 2025-02-28 | → |
| 914 | HUNTLEIGH ADVISORS, INC. | ST. LOUIS | 113412 | $781.8M | 55 | 2026-03-31 | → |
| 915 | DAHRING | CUSMANO LLC | NOVI | 301236 | $781.4M | 18 | 2026-03-31 | → |
| 916 | TAMARISK FINANCIAL, LLC | HOLLAND | 312073 | $781.3M | 23 | 2026-04-30 | → |
| 917 | FACTOR WEALTH MANAGEMENT LTD. | CHICAGO | 104708 | $781.0M | 8 | 2026-06-30 | → |
| 918 | NEW VERNON WEALTH MANAGEMENT LLC | HIGHLAND PARK | 164775 | $781.0M | 8 | 2026-03-31 | → |
| 919 | DSG CAPITAL ADVISORS, LLC | EDINA | 332056 | $780.3M | 10 | 2026-03-31 | → |
| 920 | WISDOM FINANCIAL SERVICES, L.L.C. | GENESEO | 127385 | $779.2M | 14 | 2026-02-28 | → |
| 921 | MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | INDIANAPOLIS | 122212 | $776.0M | 12 | 2026-05-31 | → |
| 922 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | WAUKESHA | 158292 | $775.2M | 122 | 2026-05-31 | → |
| 923 | STRATEGIC VALUE BANK PARTNERS LLC | CLEVELAND | 282228 | $774.1M | 7 | 2026-03-31 | → |
| 924 | NORTH POINT PORTFOLIO MANAGERS CORPORATION | ORANGE VILLAGE | 111257 | $773.3M | 7 | 2026-03-31 | → |
| 925 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | CHICAGO | 285034 | $771.8M | 16 | 2026-04-30 | → |
| 926 | PROFESSIONAL FINANCIAL ADVISORS, LLC | NORTH PLATTE | 173719 | $769.8M | 12 | 2026-06-30 | → |
| 927 | PERMANENT CAPITAL MANAGEMENT, LP | CHICAGO | 328318 | $768.9M | 10 | 2026-04-30 | → |
| 928 | KRAFT, DAVIS & ASSOCIATES, LLC | ST. LOUIS | 175085 | $768.5M | 13 | 2026-05-31 | → |
| 929 | CYPRIUM INVESTMENT PARTNERS LLC | CLEVELAND | 160746 | $760.2M | 19 | 2026-03-31 | → |
| 930 | STRONG TOWER ADVISORY SERVICES LLC | MINNEAPOLIS | 315106 | $759.2M | 9 | 2026-02-28 | → |
| 931 | US AGRICULTURE, LLC | CARMEL | 282576 | $759.1M | 14 | 2026-03-31 | → |
| 932 | HARVEST INVESTMENT SERVICES, LLC | OAKBROOK TERRACE | 159390 | $758.4M | 38 | 2026-05-31 | → |
| 933 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | LOVES PARK | 121399 | $758.1M | 15 | 2026-05-31 | → |
| 934 | HI-LINE CAPITAL MANAGEMENT, LLC | WATERTOWN | 149522 | $756.6M | 5 | 2026-04-30 | → |
| 935 | G2 CAPITAL MANAGEMENT, LLC | COLUMBUS | 286521 | $756.5M | 6 | 2026-03-31 | → |
| 936 | MOLLER WEALTH PARTNERS, INC. | NORTHFIELD | 110493 | $755.9M | 7 | 2026-02-28 | → |
| 937 | TOTAL CLARITY WEALTH MANAGEMENT, INC | ST. CHARLES | 142728 | $755.4M | 26 | 2026-03-31 | → |
| 938 | ALTERNATIVE INVESTMENT RESOURCE, LLC | CHICAGO | 288165 | $754.2M | 18 | 2026-05-31 | → |
| 939 | NAVPOINT FINANCIAL, INC. | PRIOR LAKE | 109432 | $752.2M | 7 | 2026-03-31 | → |
| 940 | STEVENS, FOSTER FINANCIAL SERVICES, INC. | BLOOMINGTON | 115752 | $750.4M | 20 | 2026-03-31 | → |
| 941 | VERDE CAPITAL MANAGEMENT, INC. | CLARKSTON | 147179 | $749.8M | 16 | 2026-02-28 | → |
| 942 | WALLER FINANCIAL PLANNING GROUP, INC. | COLUMBUS | 159564 | $747.8M | 11 | 2026-03-31 | → |
| 943 | SKYLANDS CAPITAL, LLC | MILWAUKEE | 131183 | $746.5M | 9 | 2026-05-31 | → |
| 944 | BEACON FINANCIAL GROUP, INC. | AURORA | 317775 | $745.9M | 7 | 2025-03-31 | → |
| 945 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC | ROSEVILLE | 168594 | $745.8M | 11 | 2026-02-28 | → |
| 946 | JOHN E. SESTINA AND COMPANY | COLUMBUS | 108634 | $744.0M | 19 | 2026-03-31 | → |
| 947 | OFS CLO MANAGEMENT, LLC | CHICAGO | 288373 | $743.9M | 47 | 2026-03-31 | → |
| 948 | WAYSTONE ASSET MANAGEMENT (USA) LLC | CHICAGO | 315393 | $742.6M | 5 | 2026-03-31 | → |
| 949 | PARAGON CAPITAL MANAGEMENT LLC | OVERLAND PARK | 108168 | $739.8M | 10 | 2026-02-28 | → |
| 950 | GLOBAL FINANCIAL GROUP ADVISORS LLC | GRAND RAPIDS | 166251 | $739.4M | 5 | 2026-03-31 | → |
| 951 | BAIRD CAPITAL MANAGEMENT COMPANY, LLC | MILWAUKEE | 323309 | $737.9M | 34 | 2026-06-30 | → |
| 952 | VALSTONE PARTNERS VI, LLC | BIRMINGHAM | 300629 | $735.9M | 9 | 2026-03-31 | → |
| 953 | KKM FINANCIAL LLC | CHICAGO | 165136 | $733.9M | 5 | 2026-03-31 | → |
| 954 | CL WEALTH MANAGEMENT LLC | SCHAUMBURG | 134922 | $733.6M | 42 | 2026-03-31 | → |
| 955 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | HIGHLAND PARK | 299595 | $732.2M | 8 | 2026-03-31 | → |
| 956 | STURBRIDGE CAPITAL LLC | BIRMINGHAM | 160327 | $730.9M | 14 | 2026-03-31 | → |
| 957 | QUANTUM FINANCIAL SERVICES INC. | INDIANAPOLIS | 121631 | $730.9M | 2 | 2026-03-31 | → |
| 958 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | MINNEAPOLIS | 147384 | $730.4M | 7 | 2026-03-31 | → |
| 959 | KAYDAN WEALTH MANAGEMENT, INC. | FENTON | 108964 | $726.5M | 18 | 2026-02-28 | → |
| 960 | BRIGHT FINANCIAL ADVISORS, INC. | PORTAGE | 107931 | $725.5M | 12 | 2026-01-31 | → |
| 961 | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | KALAMAZOO | 165285 | $724.5M | 4 | 2026-05-31 | → |
| 962 | 3FOURTEEN & SMI ADVISORY SERVICES, LLC | COLUMBUS | 331301 | $723.0M | 6 | 2026-01-31 | → |
| 963 | PARKERGALE, LLC | CHICAGO | 284237 | $719.1M | 14 | 2026-03-31 | → |
| 964 | TORTOISE INDEX SOLUTIONS, LLC | OVERLAND PARK | 213515 | $718.7M | 2 | 2025-03-31 | → |
| 965 | TAIBER, KOSMALA & ASSOCIATES, LLC | CHICAGO | 161703 | $716.7M | 18 | 2026-03-31 | → |
| 966 | ROMAN BUTLER FULLERTON & CO | ST. LOUIS | 104771 | $716.1M | 17 | 2026-04-30 | → |
| 967 | ALTRIUS CAPITAL MANAGEMENT, INC. | NOVI | 121529 | $716.0M | 12 | 2026-03-31 | → |
| 968 | FINANCIAL MANAGEMENT STRATEGIES, INC. | BROADVIEW HTS. | 120818 | $714.2M | 23 | 2026-03-31 | → |
| 969 | ALPHA INVESTMENT CONSULTING GROUP, LLC | MILWAUKEE | 139721 | $713.6M | 8 | 2026-03-31 | → |
| 970 | FIELDVIEW CAPITAL MANAGEMENT, LLC | NILES | 332308 | $712.5M | 14 | 2026-03-31 | → |
| 971 | VALTINSON BRUNER FINANCIAL PLANNING LLC | NEW BRIGHTON | 297866 | $712.0M | 11 | 2026-02-28 | → |
| 972 | PRECISION WEALTH STRATEGIES, LLC | ST. LOUIS | 299827 | $711.0M | 15 | 2026-05-31 | → |
| 973 | THE WEALTH GROUP, LTD | EDEN PRAIRIE | 311385 | $711.0M | 12 | 2026-01-31 | → |
| 974 | THE MAGNOLIA GROUP, LLC | OMAHA | 171102 | $710.6M | 2 | 2026-03-31 | → |
| 975 | LIFELONG WEALTH ADVISORS, INC. | ARDEN HILLS | 331847 | $710.4M | 12 | 2026-03-31 | → |
| 976 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | WESTERVILLE | 298254 | $709.7M | 7 | 2026-05-31 | → |
| 977 | NAVISTA WEALTH MANAGEMENT, INC. | MINNETONKA | 332373 | $709.6M | 11 | 2026-03-31 | → |
| 978 | DUNCKER, STREETT & CO., LLC | ST. LOUIS | 110828 | $707.3M | 5 | 2026-05-31 | → |
| 979 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC | SPRINGFIELD | 159255 | $705.7M | 10 | 2026-01-31 | → |
| 980 | BOND & DEVICK FINANCIAL NETWORK, INC. | SAINT LOUIS PARK | 283682 | $705.5M | 16 | 2026-03-31 | → |
| 981 | BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | ST. LOUIS | 297750 | $705.4M | 12 | 2026-03-31 | → |
| 982 | HALTER FERGUSON FINANCIAL INC | CARMEL | 109563 | $705.0M | 15 | 2026-05-31 | → |
| 983 | 1 SEED PARTNERS LLC | CHICAGO | 329288 | $703.5M | 13 | 2026-03-31 | → |
| 984 | STILLWATER ASSET MANAGEMENT, LLC | STILLWATER | 288535 | $701.4M | 16 | 2026-03-31 | → |
| 985 | 360 FINANCIAL, INC. | WAYZATA | 168600 | $700.5M | 16 | 2026-05-31 | → |
| 986 | BROADVIEW FINANCIAL MANAGEMENT, LLC | WAUWATOSA | 143550 | $699.2M | 9 | 2026-03-31 | → |
| 987 | ABERDEEN WEALTH MANAGEMENT LLC | LAKE BLUFF | 108525 | $699.1M | 4 | 2026-03-31 | → |
| 988 | HORAN SECURITIES, INC. | CINCINNATI | 40794 | $698.2M | 27 | 2025-03-31 | → |
| 989 | ARCADIA INVESTMENT MANAGEMENT CORP | KALAMAZOO | 104867 | $697.3M | 4 | 2026-05-31 | → |
| 990 | DREAM CAPITAL ADVISORS, LLC | LINCOLNSHIRE | 142788 | $695.3M | 2 | 2026-03-31 | → |
| 991 | CAMBRIDGE ADVISORS INC | OMAHA | 104851 | $693.5M | 6 | 2026-03-31 | → |
| 992 | SKYOAK WEALTH LLC | SOUTHFIELD | 299564 | $692.7M | 7 | 2026-03-31 | → |
| 993 | EICHNER INVESTMENT PLANNING, LLC | CINCINNATI | 128215 | $692.1M | 1 | 2026-03-31 | → |
| 994 | TRP CAPITAL ADVISORS V, LLC | BIRMINGHAM | 306604 | $691.0M | 11 | 2026-03-31 | → |
| 995 | FAMILY INVESTMENT CENTER, INC. | SAINT JOSEPH | 113799 | $689.3M | 20 | 2026-01-31 | → |
| 996 | STENGER FAMILY OFFICE, LLC | NAPERVILLE | 325089 | $686.2M | 9 | 2026-04-30 | → |
| 997 | INDIE ASSET PARTNERS, LLC | CARMEL | 154503 | $685.2M | 9 | 2026-03-31 | → |
| 998 | PROVIDENCE WEALTH ADVISORS, LLC | FRANKFORT | 153646 | $684.4M | 11 | 2026-03-31 | → |
| 999 | NORTHERN FINANCIAL ADVISORS, INC. | BLOOMFIELD HILLS | 121088 | $684.0M | 12 | 2026-01-31 | → |
| 1000 | MARIETTA INVESTMENT PARTNERS, LLC | MILWAUKEE | 108479 | $683.7M | 8 | 2026-03-31 | → |
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