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 | |
|---|---|---|---|---|---|---|---|
| 101 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | CHICAGO | 107775 | $26.46B | 149 | 2026-03-31 | → |
| 102 | CFI PARTNERS, LLC | CHICAGO | 139531 | $26.31B | 47 | 2026-03-31 | → |
| 103 | MAGNETAR FINANCIAL LLC | EVANSTON | 136045 | $26.23B | 198 | 2026-03-31 | → |
| 104 | DRIEHAUS CAPITAL MANAGEMENT LLC | CHICAGO | 105757 | $26.12B | 82 | 2026-05-31 | → |
| 105 | PALMER SQUARE CAPITAL MANAGEMENT LLC | MISSION WOODS | 155697 | $25.59B | 76 | 2026-05-31 | → |
| 106 | PLANTE MORAN FINANCIAL ADVISORS, LLC | SOUTHFIELD | 112158 | $25.12B | 148 | 2026-06-30 | → |
| 107 | ONEAMERICA ASSET MANAGEMENT, LLC | INDIANAPOLIS | 165929 | $24.42B | 37 | 2026-03-31 | → |
| 108 | MATSON MONEY, INC. | MASON | 110425 | $24.33B | 69 | 2026-05-31 | → |
| 109 | FUND EVALUATION GROUP, LLC | CINCINNATI | 121658 | $23.86B | 136 | 2026-03-31 | → |
| 110 | OXFORD FINANCIAL GROUP, LTD. LLC | CARMEL | 105303 | $23.33B | 156 | 2026-03-31 | → |
| 111 | JOHNSON INVESTMENT COUNSEL, INC. | CINCINNATI | 117054 | $22.98B | 164 | 2026-05-31 | → |
| 112 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | GRAND RAPIDS | 282516 | $22.95B | 91 | 2026-03-31 | → |
| 113 | U.S. BANCORP INVESTMENTS, INC. | SAINT PAUL | 17868 | $22.94B | 2,148 | 2026-03-31 | → |
| 114 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | MINNEAPOLIS | 338378 | $22.78B | 66 | 2026-03-31 | → |
| 115 | SEGALL BRYANT & HAMILL, LLC | CHICAGO | 106505 | $22.64B | 161 | 2026-06-30 | → |
| 116 | HIGHLAND CONSULTING ASSOCIATES INC. | CLEVELAND | 109834 | $21.93B | 28 | 2026-03-31 | → |
| 117 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | CINCINNATI | 161853 | $21.32B | 25 | 2026-03-31 | → |
| 118 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | OAKBROOK TERRACE | 150091 | $21.29B | 23 | 2025-07-31 | → |
| 119 | BAHL & GAYNOR INC | CINCINNATI | 106139 | $20.99B | 79 | 2026-02-28 | → |
| 120 | THRIVENT INVESTMENT MANAGEMENT INC. | MINNEAPOLIS | 18387 | $20.77B | 3,901 | 2026-04-30 | → |
| 121 | MADISON DEARBORN PARTNERS, LLC | CHICAGO | 157349 | $20.74B | 73 | 2026-03-31 | → |
| 122 | HARRISON STREET ADVISORS, LLC | CHICAGO | 157983 | $20.18B | 321 | 2026-03-31 | → |
| 123 | TOWNSEND HOLDINGS LLC | CLEVELAND | 160006 | $19.64B | 110 | 2026-03-31 | → |
| 124 | CHOREO, LLC | ROCKFORD | 111221 | $19.14B | 232 | 2026-03-31 | → |
| 125 | ALLIANZ INVESTMENT MANAGEMENT LLC | MINNEAPOLIS | 111925 | $19.09B | 50 | 2026-03-31 | → |
| 126 | TRANSAMERICA RETIREMENT ADVISORS, LLC | CEDAR RAPIDS | 107319 | $18.83B | 398 | 2026-03-31 | → |
| 127 | BOYD WATTERSON ASSET MANAGEMENT, LLC | CLEVELAND | 107808 | $18.81B | 140 | 2026-03-31 | → |
| 128 | STRATOS WEALTH PARTNERS, LTD | BEACHWOOD | 153184 | $18.65B | 618 | 2026-06-30 | → |
| 129 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | CHICAGO | 157073 | $18.56B | 282 | 2026-03-31 | → |
| 130 | AB CARVAL INVESTORS, LP | MINNEAPOLIS | 141819 | $18.44B | 169 | 2026-03-31 | → |
| 131 | AMPLIFY INVESTMENTS LLC | LISLE | 173781 | $17.70B | 42 | 2026-03-31 | → |
| 132 | GEOWEALTH MANAGEMENT LLC | CHICAGO | 148222 | $17.57B | 88 | 2026-03-31 | → |
| 133 | PRINCIPAL SECURITIES, INC. | DES MOINES | 1137 | $17.02B | 1,464 | 2026-03-31 | → |
| 134 | NATIONWIDE INVESTMENT ADVISORS, LLC | COLUMBUS | 142373 | $16.73B | 401 | 2026-05-31 | → |
| 135 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | MILWAUKEE | 307169 | $16.25B | 38 | 2026-05-31 | → |
| 136 | GREAT LAKES ADVISORS, LLC | CHICAGO | 110757 | $16.16B | 84 | 2026-05-31 | → |
| 137 | 50 SOUTH CAPITAL ADVISORS, LLC | CHICAGO | 174762 | $16.07B | 68 | 2026-03-31 | → |
| 138 | WHITEBOX ADVISORS LLC | MINNEAPOLIS | 121995 | $15.74B | 67 | 2026-03-31 | → |
| 139 | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | ST. LOUIS | 146936 | $15.66B | 736 | 2026-03-31 | → |
| 140 | NATIONWIDE ASSET MANAGEMENT, LLC | COLUMBUS | 143668 | $15.19B | 212 | 2026-03-31 | → |
| 141 | SIT FIXED INCOME ADVISORS II, LLC | MINNEAPOLIS | 108271 | $14.97B | 73 | 2026-06-30 | → |
| 142 | WOLVERINE ASSET MANAGEMENT, LLC | CHICAGO | 138907 | $14.83B | 44 | 2026-06-30 | → |
| 143 | YOUSIF CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | 312511 | $14.73B | 17 | 2026-03-31 | → |
| 144 | ZACKS INVESTMENT MANAGEMENT, INC. | CHICAGO | 110897 | $14.59B | 132 | 2026-05-31 | → |
| 145 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | MINNEAPOLIS | 38357 | $14.43B | 158 | 2026-03-31 | → |
| 146 | M&G INVESTMENTS (USA) INC. | CHICAGO | 305254 | $14.32B | 47 | 2026-03-31 | → |
| 147 | THE VISTRIA GROUP, LP | CHICAGO | 167045 | $13.99B | 107 | 2026-05-31 | → |
| 148 | LINDEN MANAGER LLC | CHICAGO | 161059 | $13.95B | 55 | 2026-03-31 | → |
| 149 | MADISON INVESTMENT ADVISORS, LLC | MADISON | 110297 | $13.84B | 92 | 2026-03-31 | → |
| 150 | GRESHAM PARTNERS, LLC | CHICAGO | 108668 | $13.80B | 67 | 2026-03-31 | → |
| 151 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | CHICAGO | 108658 | $13.76B | 26 | 2026-03-31 | → |
| 152 | SAPIENT CAPITAL LLC | INDIANAPOLIS | 324899 | $13.76B | 59 | 2026-03-31 | → |
| 153 | AMERITAS ADVISORY SERVICES, LLC | LINCOLN | 317245 | $13.75B | 797 | 2026-03-31 | → |
| 154 | PARTNERS ENTERPRISE CAPITAL LLC | CHICAGO | 304667 | $13.48B | 37 | 2026-05-31 | → |
| 155 | THE MATHER GROUP, LLC | CHICAGO | 156005 | $13.45B | 186 | 2026-04-30 | → |
| 156 | DEVENIR INVESTMENT ADVISORS, LLC | BLOOMINGTON | 132824 | $12.99B | 11 | 2026-03-31 | → |
| 157 | VALEO FINANCIAL ADVISORS, LLC | CARMEL | 127132 | $12.96B | 178 | 2026-04-30 | → |
| 158 | STATE FARM INVESTMENT MANAGEMENT CORP. | BLOOMINGTON | 3487 | $12.94B | 7,930 | 2026-04-30 | → |
| 159 | ARIEL INVESTMENTS, LLC | CHICAGO | 108211 | $12.78B | 109 | 2026-04-30 | → |
| 160 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | CLEVELAND | 286002 | $12.76B | 93 | 2026-03-31 | → |
| 161 | BROOKSTONE CAPITAL MANAGEMENT LLC | WHEATON | 141413 | $12.75B | 405 | 2026-03-31 | → |
| 162 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | CHICAGO | 107296 | $12.75B | 53 | 2026-04-30 | → |
| 163 | FIRST TRUST CAPITAL MANAGEMENT L.P. | CHICAGO | 317825 | $12.28B | 62 | 2026-03-31 | → |
| 164 | NORTHROCK PARTNERS, LLC | MINNEAPOLIS | 167908 | $12.19B | 233 | 2026-03-31 | → |
| 165 | MAIRS AND POWER INC | ST. PAUL | 110351 | $12.14B | 60 | 2026-04-30 | → |
| 166 | CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | CHICAGO | 104604 | $11.94B | 38 | 2026-03-31 | → |
| 167 | BRICKTOWN CAPITAL LLC | DETROIT | 319290 | $11.67B | 33 | 2026-03-31 | → |
| 168 | EVERGREEN INVESTMENT ADVISORS LLC | CHICAGO | 133550 | $11.60B | 46 | 2026-05-31 | → |
| 169 | GATEWAY INVESTMENT ADVISERS, LLC | CINCINNATI | 146681 | $11.59B | 28 | 2026-04-30 | → |
| 170 | CURI CAPITAL, LLC | CHICAGO | 134249 | $11.58B | 180 | 2026-03-31 | → |
| 171 | LASALLE INVESTMENT MANAGEMENT, INC. | CHICAGO | 109307 | $11.46B | 247 | 2026-03-31 | → |
| 172 | FIDUCIARY MANAGEMENT, INC. | MILWAUKEE | 109149 | $11.36B | 25 | 2026-06-30 | → |
| 173 | PT ASSET MANAGEMENT, LLC | CHICAGO | 107619 | $11.35B | 52 | 2026-03-31 | → |
| 174 | HECK CAPITAL ADVISORS, LLC | RHINELANDER | 143848 | $11.31B | 30 | 2026-03-31 | → |
| 175 | BRIDGES INVESTMENT MANAGEMENT INC | OMAHA | 108028 | $11.31B | 79 | 2026-06-30 | → |
| 176 | FIFTH THIRD SECURITIES, INC. | CINCINNATI | 628 | $10.92B | 13,533 | 2026-06-30 | → |
| 177 | MODERN WEALTH MANAGEMENT, LLC | KANSAS CITY | 324624 | $10.90B | 253 | 2026-04-30 | → |
| 178 | ACR ALPINE CAPITAL RESEARCH, LLC | ST. LOUIS | 110933 | $10.79B | 35 | 2026-06-30 | → |
| 179 | GREGORY J. SCHWARTZ & CO., INC. | BLOOMFIELD HILLS | 7294 | $10.49B | 30 | 2026-03-31 | → |
| 180 | JOHNSON WEALTH INC. | MILWAUKEE | 125557 | $10.35B | 142 | 2026-03-31 | → |
| 181 | READYSTATE ASSET MANAGEMENT LP | CHICAGO | 317277 | $10.26B | 41 | 2026-03-31 | → |
| 182 | BARTLETT & CO. WEALTH MANAGEMENT LLC | CINCINNATI | 292246 | $10.25B | 84 | 2026-03-31 | → |
| 183 | IDR INVESTMENT MANAGEMENT, LLC | INDEPENDENCE | 286208 | $10.19B | 15 | 2026-03-31 | → |
| 184 | VALMARK ADVISERS INC | AKRON | 108050 | $10.17B | 280 | 2026-06-30 | → |
| 185 | MCQUEEN FINANCIAL ADVISORS II, INC. | CLAWSON | 109325 | $10.09B | 50 | 2026-03-31 | → |
| 186 | FIDUCIARY COUNSELLING INC | ST PAUL | 104753 | $10.06B | 87 | 2026-03-31 | → |
| 187 | HANTZ FINANCIAL SERVICES, INC. | SOUTHFIELD | 46047 | $10.00B | 435 | 2026-04-30 | → |
| 188 | BMO FAMILY OFFICE, LLC | CHICAGO | 110264 | $9.99B | 130 | 2026-01-31 | → |
| 189 | PLANCORP, LLC | SAINT LOUIS | 106599 | $9.94B | 97 | 2026-05-31 | → |
| 190 | INTELLICENTS INVESTMENT SOLUTIONS INC | ALBERT LEA | 107498 | $9.92B | 80 | 2026-06-30 | → |
| 191 | SPIDERROCK ADVISORS, LLC | CHICAGO | 171992 | $9.83B | 61 | 2026-03-31 | → |
| 192 | IHT WEALTH MANAGEMENT LLC | CHICAGO | 171481 | $9.80B | 179 | 2026-03-31 | → |
| 193 | WALTON STREET CAPITAL, L.L.C. | CHICAGO | 147210 | $9.76B | 92 | 2026-03-31 | → |
| 194 | ALTAIR ADVISERS, LLC | CHICAGO | 120642 | $9.76B | 75 | 2026-03-31 | → |
| 195 | FORVIS MAZARS WEALTH ADVISORS, LLC | SPRINGFIELD | 110905 | $9.75B | 123 | 2026-03-31 | → |
| 196 | KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | CINCINNATI | 171615 | $9.68B | 9 | 2026-02-28 | → |
| 197 | HARBOUR INVESTMENTS, INC. | MADISON | 19258 | $9.60B | 232 | 2026-06-30 | → |
| 198 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | OVERLAND PARK | 283824 | $9.57B | 174 | 2026-05-31 | → |
| 199 | ORGEL WEALTH MANAGEMENT, LLC | ALTOONA | 168219 | $9.55B | 79 | 2026-03-31 | → |
| 200 | SHORE CAPITAL PARTNERS MANAGEMENT, L.P. | CHICAGO | 166745 | $9.26B | 202 | 2026-03-31 | → |
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