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 | |
|---|---|---|---|---|---|---|---|
| 1801 | LAKEWOOD ASSET MANAGEMENT, LLC | NAPERVILLE | 174887 | $248.7M | 5 | 2026-05-31 | → |
| 1802 | MICHAEL BRADY & CO., LLC | WESTLAKE | 130093 | $248.6M | 2 | 2026-02-28 | → |
| 1803 | CEDAR POINT CAPITAL PARTNERS, LLC | CEDAR RAPIDS | 317532 | $248.1M | 7 | 2026-03-31 | → |
| 1804 | FILLMORE CAPITAL PARTNERS, LLC | POWELL | 139256 | $247.1M | 22 | 2026-03-31 | → |
| 1805 | BAUM CAPITAL PARTNERS MANAGEMENT, LLC | KANSAS CITY | 288225 | $247.0M | 10 | 2026-03-31 | → |
| 1806 | NORTHERN EDGE WEALTH MANAGEMENT, LLC | MARQUETTE | 338102 | $246.9M | 6 | 2026-03-31 | → |
| 1807 | TENET WEALTH PARTNERS, LLC | CHAMPAIGN | 339818 | $246.9M | 4 | 2026-05-31 | → |
| 1808 | STRIVE FINANCIAL GROUP, LLC | CARMEL | 333298 | $246.7M | 12 | 2026-05-31 | → |
| 1809 | DES MOINES INVESTMENTS, LLC | DES MOINES | 146322 | $246.0M | 4 | 2026-06-30 | → |
| 1810 | SHORELINE ASSET MANAGEMENT, LLC | NEW CASTLE | 121764 | $245.0M | 10 | 2025-03-31 | → |
| 1811 | SAAS CAPITAL, LLC | CINCINNATI | 298213 | $244.9M | 9 | 2026-04-30 | → |
| 1812 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | KALAMAZOO | 172689 | $244.6M | 4 | 2026-03-31 | → |
| 1813 | IMPACT ENGINE MANAGEMENT, PBC | CHICAGO | 304022 | $244.5M | 9 | 2026-05-31 | → |
| 1814 | BAZIS PRIVATE WEALTH, LLC | OMAHA | 148605 | $244.1M | 5 | 2026-03-31 | → |
| 1815 | TYR CAPITAL ADVISORS, LLC | OVERLAND PARK | 326208 | $244.1M | 19 | 2026-04-30 | → |
| 1816 | PINNACLE WEALTH MANAGEMENT GROUP, INC. | PLYMOUTH | 281935 | $243.7M | 4 | 2026-03-31 | → |
| 1817 | RETIREWISE TAX AND WEALTH ADVISORS, INC. | TOPEKA | 284394 | $242.8M | 10 | 2026-03-31 | → |
| 1818 | 210 WEALTH MANAGEMENT, INC. | MORTON | 328570 | $242.8M | 16 | 2026-03-31 | → |
| 1819 | PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC | SOUTHFIELD | 323718 | $242.8M | 17 | 2025-09-30 | → |
| 1820 | MUNN WEALTH MANAGEMENT, LLC | MAUMEE | 174414 | $242.3M | 10 | 2026-05-31 | → |
| 1821 | INTELLIGENT FINANCIAL STRATEGIES, LLC | EXCELSIOR | 108048 | $242.0M | 2 | 2026-01-31 | → |
| 1822 | REVOLUTION CAPITAL, LLC | OMAHA | 300496 | $241.9M | 8 | 2026-04-30 | → |
| 1823 | TRUE MEASURE WEALTH MANAGEMENT | OMAHA | 116265 | $241.5M | 2 | 2026-03-31 | → |
| 1824 | PRISM PLANNING PARTNERS, LLC | LIBERTYVILLE | 290485 | $241.5M | 4 | 2026-03-31 | → |
| 1825 | ENGLISH CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | 234790 | $241.1M | 2 | 2026-02-28 | → |
| 1826 | ASSURED RETIREMENT FINANCIAL GROUP, INC. | EDINA | 179516 | $241.0M | 7 | 2026-03-31 | → |
| 1827 | PSC CAPITAL PARTNERS LLC | MINNEAPOLIS | 165620 | $240.8M | 19 | 2026-03-31 | → |
| 1828 | THE KIECKHEFER GROUP LLC | MEQUON | 331128 | $240.8M | 3 | 2026-01-31 | → |
| 1829 | RICHMOND BROTHERS, INC. | JACKSON | 158916 | $240.6M | 20 | 2026-03-31 | → |
| 1830 | INTERACTIVE FINANCIAL ADVISORS, INC. | NEW LENOX | 125117 | $240.4M | 33 | 2026-03-31 | → |
| 1831 | KEYSTONE FINANCIAL SERVICES, LLC | OMAHA | 308397 | $240.3M | 11 | 2026-04-30 | → |
| 1832 | JONES KERTZ & ASSOCIATES, INC. | BLAINE | 104976 | $239.2M | 4 | 2026-03-31 | → |
| 1833 | STREET CAPITAL PARTNERS, LLC | INDIANAPOLIS | 309233 | $238.9M | 4 | 2026-03-31 | → |
| 1834 | CPR INVESTMENTS INC | ROCHESTER | 139067 | $238.8M | 24 | 2026-04-30 | → |
| 1835 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | LINDEN | 105495 | $238.1M | 16 | 2026-03-31 | → |
| 1836 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | ASHLAND | 157925 | $237.6M | 5 | 2026-01-31 | → |
| 1837 | EVEREST WEALTH MANAGEMENT, LLC | LEAWOOD | 133823 | $237.4M | 2 | 2026-02-28 | → |
| 1838 | NORTH AMERICAN WEALTH ADVISORS INC. | JORDAN | 297057 | $237.3M | 3 | 2026-03-31 | → |
| 1839 | NVEST WEALTH STRATEGIES, INC. | POWELL | 139758 | $236.7M | 4 | 2026-01-31 | → |
| 1840 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC | LA CROSSE | 319298 | $236.4M | 7 | 2026-03-31 | → |
| 1841 | R2 CAPITAL STRATEGIES, LLC | LINCOLN | 338490 | $236.0M | 3 | 2026-04-30 | → |
| 1842 | ARLINGTON CAPITAL MANAGEMENT, INC. | ARLINGTON HEIGHTS | 114801 | $235.9M | 5 | 2026-03-31 | → |
| 1843 | CREW CAPITAL MANAGEMENT, LTD. | CINCINNATI | 125402 | $235.4M | 7 | 2026-03-31 | → |
| 1844 | SPECTRUM FINANCIAL RESOURCES, LLC | TROY | 127453 | $235.3M | 6 | 2026-03-31 | → |
| 1845 | BIG SIOUX FINANCIAL, INC. | WATERTOWN | 299593 | $235.2M | 7 | 2026-02-28 | → |
| 1846 | LIND CAPITAL PARTNERS, LLC | EVANSTON | 165810 | $235.0M | 5 | 2026-03-31 | → |
| 1847 | NORTHLAND CAPITAL MANAGEMENT, LLC | VIRGINIA | 146452 | $235.0M | 6 | 2026-02-28 | → |
| 1848 | RADEMACHER FINANCIAL, INC. | LAWRENCE | 114067 | $234.3M | 6 | 2026-03-31 | → |
| 1849 | ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC | CHESTERFIELD | 106999 | $234.0M | 2 | 2026-01-31 | → |
| 1850 | FOUNTAIN SQUARE ASSET MANAGEMENT, LLC | CINCINNATI | 316955 | $233.7M | 5 | 2026-03-31 | → |
| 1851 | MPI WEALTH MANAGEMENT LLC | HINSDALE | 301011 | $233.6M | 4 | 2026-05-31 | → |
| 1852 | CLUTTERBUCK CAPITAL MANAGEMENT LLC | CLEVELAND | 140082 | $233.4M | 5 | 2026-04-30 | → |
| 1853 | BRENTVIEW INVESTMENT MANAGEMENT, LLC | NORTHFIELD | 300409 | $233.4M | 6 | 2026-03-31 | → |
| 1854 | SUNDVOLD CAPITAL MANAGEMENT LLC | COLUMBIA | 108176 | $232.9M | 5 | 2026-03-31 | → |
| 1855 | SUMMIT FINANCIAL ADVISORS, INC. | MIDDLETOWN | 145007 | $232.8M | 4 | 2026-06-30 | → |
| 1856 | LIZARD INVESTORS LLC | CHICAGO | 147284 | $232.8M | 2 | 2026-03-31 | → |
| 1857 | ROPPEL CAPITAL MANAGEMENT LLC | PARK RIDGE | 310237 | $231.5M | 3 | 2026-05-31 | → |
| 1858 | ASYMMETRIC CAPITAL MANAGEMENT, LLC. | WAYZATA | 285739 | $231.2M | 0 | 2026-03-31 | → |
| 1859 | RYAN & HOPPE INVESTMENT MANAGEMENT, LLC | AITKIN | 323255 | $230.7M | 6 | 2025-07-31 | → |
| 1860 | FOREST ASSET MANAGEMENT LLC | RIVERSIDE | 139795 | $230.7M | 3 | 2026-02-28 | → |
| 1861 | WOODFIELD FINANCIAL ADVISORS, INC. | DEER PARK | 123279 | $230.1M | 3 | 2026-02-28 | → |
| 1862 | CHICAGO INVESTMENT ADVISORY COUNCIL, INC. | ST. CHARLES | 123243 | $230.0M | 11 | 2026-03-31 | → |
| 1863 | BRADFORD FINANCIAL CENTER | CLARION | 110953 | $229.7M | 26 | 2026-03-31 | → |
| 1864 | VIMA, LLC | TROY | 148833 | $229.5M | 13 | 2026-05-31 | → |
| 1865 | RIGHTWEALTH ADVISORS, LLC | MIAMISBURG | 300656 | $229.3M | 4 | 2026-03-31 | → |
| 1866 | STERLING INVESTMENT ADVISORS,LLC | BOLIVAR | 117287 | $229.3M | 5 | 2026-03-31 | → |
| 1867 | ANTONELLI FINANCIAL ADVISORS, LLC | GROSSE POINTE | 286452 | $229.1M | 4 | 2026-06-30 | → |
| 1868 | LSB CAPITAL MANAGEMENT, INC. | ANKENY | 310466 | $228.8M | 11 | 2026-04-30 | → |
| 1869 | J.W. KORTH & COMPANY, LIMITED PARTNERSHIP | LANSING | 26455 | $228.7M | 20 | 2026-03-31 | → |
| 1870 | DISCRETIONARY MANAGEMENT SERVICES, LLC | OVERLAND PARK | 145851 | $228.4M | 22 | 2026-03-31 | → |
| 1871 | WEALTH FORWARD, LLC | FARGO | 159467 | $228.1M | 2 | 2026-03-31 | → |
| 1872 | REVIEW SERVICES INC | BROOKFIELD | 110277 | $227.4M | 3 | 2026-04-30 | → |
| 1873 | RETIREMENT WEALTH SOLUTIONS LLC | MARSHFIELD | 317253 | $227.0M | 4 | 2026-02-28 | → |
| 1874 | PREMIER ESTATE PLANNERS, LLC | CLINTON TOWNSHIP | 122638 | $226.9M | 4 | 2026-02-28 | → |
| 1875 | ALERCE INVESTMENT MANAGEMENT, L.P. | CHICAGO | 285746 | $226.9M | 4 | 2026-03-31 | → |
| 1876 | STRUCTURED WEALTH MANAGEMENT, INC. | TOLEDO | 146611 | $226.9M | 4 | 2026-02-28 | → |
| 1877 | MENTOR CAPITAL MANAGEMENT INC. | CHICAGO | 123176 | $226.4M | 4 | 2026-03-31 | → |
| 1878 | DENALI WEALTH MANAGEMENT, INC. | MEQUON | 153323 | $226.1M | 6 | 2026-03-31 | → |
| 1879 | POLARIS FINANCIAL PARTNERS, LLC | WESTERVILLE | 299258 | $226.0M | 3 | 2026-04-30 | → |
| 1880 | BULLSEYE INVESTMENT MANAGEMENT, LLC | CINCINNCIATI | 145158 | $226.0M | 6 | 2026-03-31 | → |
| 1881 | WEIS ADVISORY, LLC | CLIVE | 217517 | $225.6M | 9 | 2026-03-31 | → |
| 1882 | GLOBAL VALUE INVESTMENT CORPORATION | MILWAUKEE | 144260 | $225.6M | 11 | 2026-03-31 | → |
| 1883 | WILLIAMS CAPITAL MANAGEMENT COMPANY | WILMETTE | 109412 | $225.6M | 1 | 2026-03-31 | → |
| 1884 | MINDFUL WEALTH LLC | GLENCOE | 297493 | $225.3M | 1 | 2026-05-31 | → |
| 1885 | THE PERSPECTIVE GROUP, LLC | LAWRENCE | 175294 | $225.1M | 5 | 2026-03-31 | → |
| 1886 | HENSON-EDGEWATER MANAGEMENT, LLC | AVON | 135316 | $225.0M | 4 | 2026-03-31 | → |
| 1887 | RETIREMENT PLANS, INC. | WESTERVILLE | 286214 | $224.9M | 6 | 2026-03-31 | → |
| 1888 | BANTAMAC CAPITAL, LLC | CHICAGO | 307765 | $224.7M | 4 | 2026-03-31 | → |
| 1889 | MBX INVESTORS LLC | FARMINGTON HILLS | 339299 | $224.6M | 3 | 2026-05-31 | → |
| 1890 | BRIGHT ANGEL ADVISORS LLC | ST. PAUL | 311704 | $224.1M | 4 | 2026-01-31 | → |
| 1891 | PHILLIP JAMES CONSULTING CO. | PLYMOUTH | 168228 | $222.1M | 3 | 2026-03-31 | → |
| 1892 | BISCHOFF WEALTH MANAGEMENT GROUP, LLC | GREENWOOD | 171652 | $222.0M | 5 | 2026-02-28 | → |
| 1893 | VIA IV INVESTMENTS, LLC | BURR RIDGE | 121992 | $221.8M | 4 | 2026-03-31 | → |
| 1894 | BOND TECH INC | BELLBROOK | 105979 | $221.6M | 2 | 2026-04-30 | → |
| 1895 | ERIE STREET GROWTH PARTNERS MANAGEMENT COMPANY, LLC | CHICAGO | 326011 | $221.2M | 2 | 2026-06-30 | → |
| 1896 | KROON & MITCHELL ASSET MANAGEMENT LLC | GRAND RAPIDS | 168120 | $220.9M | 5 | 2026-03-31 | → |
| 1897 | MCCARTNEY WEALTH MANAGEMENT LLC | SAINT LOUIS | 154722 | $220.7M | 2 | 2026-03-31 | → |
| 1898 | HAVERDINK FINANCIAL MANAGEMENT, L.L.C. | PORTAGE | 131236 | $220.4M | 3 | 2026-01-31 | → |
| 1899 | ASSET MANAGEMENT FOR PROFESSIONALS INC | WHITEFISH BAY | 108712 | $220.4M | 3 | 2025-05-31 | → |
| 1900 | ASSET MANAGEMENT STRATEGIES, INC. | INDIANAPOLIS | 135173 | $220.2M | 8 | 2026-03-31 | → |
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