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 | |
|---|---|---|---|---|---|---|---|
| 1901 | CABIN ADVISORS, LLC | OVERLAND PARK | 312547 | $220.2M | 15 | 2026-03-31 | → |
| 1902 | CORNERSTONE ENTERPRISES, LLC | APPLETON | 324255 | $220.2M | 5 | 2026-02-28 | → |
| 1903 | JERICHO FINANCIAL, LLP | WESTERVILLE | 288801 | $220.0M | 3 | 2026-02-28 | → |
| 1904 | SOLYCO CAPITAL LLC | ROCHESTER | 338113 | $219.9M | 42 | 2026-01-31 | → |
| 1905 | EKON ADVISORS, LLC | ST. LOUIS | 281039 | $219.8M | 3 | 2026-03-31 | → |
| 1906 | RISING POINT CAPITAL MANAGEMENT, LLC | CHICAGO | 341131 | $219.6M | 9 | 2026-06-30 | → |
| 1907 | FOUR QUADRANT WEALTH ADVISORS, INC. | CARMEL | 130753 | $219.0M | 34 | 2026-02-28 | → |
| 1908 | E-WEALTH PARTNERS, LLC | MINNETONKA | 327053 | $218.7M | 5 | 2026-04-30 | → |
| 1909 | CAPITAL CONSULTING & ASSET MANAGEMENT, INC. | LINCOLN | 41438 | $218.7M | 8 | 2026-03-31 | → |
| 1910 | MIAMI VALLEY PORTFOLIO MANAGEMENT INC | BROOKVILLE | 106389 | $218.6M | 5 | 2026-03-31 | → |
| 1911 | PIPER HEARTLAND HEALTHCARE CAPITAL, LLC | MINNEAPOLIS | 310044 | $218.3M | 16 | 2026-03-31 | → |
| 1912 | STRATEGIC ASSET MANAGEMENT LLC. | ROCHESTER | 306384 | $218.3M | 11 | 2026-01-31 | → |
| 1913 | MADDEN FUNDS MANAGEMENT LTD. | OAK PARK | 110309 | $217.9M | 3 | 2026-02-28 | → |
| 1914 | CEDRUS WEALTH GROUP LLC | ANDOVER | 334995 | $217.8M | 7 | 2026-06-30 | → |
| 1915 | ENSPYRE WEALTH ADVISORS, INC. | WOODBURY | 300992 | $217.7M | 3 | 2026-03-31 | → |
| 1916 | AFFINITY WEALTH LLC | CANTON | 285169 | $217.5M | 5 | 2026-06-30 | → |
| 1917 | PALADIN WEALTH, LLC | ARDEN HILLS | 288387 | $216.9M | 7 | 2026-06-30 | → |
| 1918 | VOYAGER CAPITAL MANAGEMENT, LLC | LAKE GENEVA | 124697 | $216.6M | 5 | 2025-03-31 | → |
| 1919 | AEGIS WEALTH MANAGEMENT, INC. | GUTHRIE CENTER | 301990 | $216.5M | 27 | 2026-06-30 | → |
| 1920 | CORE CAPITAL MANAGEMENT, LLC | CHICAGO | 162814 | $216.2M | 6 | 2026-03-31 | → |
| 1921 | CLEVELAND CAPITAL MANAGEMENT, L.L.C. | ROCKY RIVER | 341686 | $215.8M | 2 | 2026-05-31 | → |
| 1922 | FINANCIAL SERVICE GROUP INC | MOUNT PLEASANT | 107893 | $215.0M | 8 | 2026-01-31 | → |
| 1923 | CAITLIN JOHN, LLC | BRIGHTON | 154494 | $214.9M | 26 | 2026-06-30 | → |
| 1924 | ARBOR FINANCIAL PLANNING LLC | ANN ARBOR | 281317 | $214.7M | 3 | 2026-03-31 | → |
| 1925 | KINETIC WEALTH INVESTMENT ADVISORS, LLC | WESTLAKE | 311536 | $214.5M | 3 | 2026-05-31 | → |
| 1926 | SAGE HILL CAPITAL L.L.C. | ANN ARBOR | 155016 | $214.3M | 2 | 2026-03-31 | → |
| 1927 | IFS ADVISORS, LLC | OVERLAND PARK | 147518 | $213.8M | 8 | 2026-05-31 | → |
| 1928 | RETIREMITTEN FINANCIAL LLC | MILFORD | 300779 | $213.8M | 5 | 2026-03-31 | → |
| 1929 | LINDAHL & MANSAGER INC | FAIRLAWN | 107111 | $213.7M | 3 | 2026-03-31 | → |
| 1930 | SIGNAL TREE FINANCIAL PARTNERS LLC | COPLEY | 311871 | $213.4M | 7 | 2026-02-28 | → |
| 1931 | A.O. WEALTH ADVISORY,LLC | URBANDALE | 288301 | $213.2M | 7 | 2026-02-28 | → |
| 1932 | CYGNET FINANCIAL PLANNING INC. | WATERFORD | 123430 | $212.9M | 10 | 2026-03-31 | → |
| 1933 | SCHMIDT, JACOB AARON | FORT WAYNE | 121034 | $212.6M | 7 | 2026-03-31 | → |
| 1934 | ROSSJOHNSON & ASSOCIATES, LLC | PLYMOUTH | 297583 | $211.6M | 4 | 2026-03-31 | → |
| 1935 | KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC | ST. CHARLES | 338738 | $211.5M | 3 | 2026-05-31 | → |
| 1936 | VIRTUE ASSET MANAGEMENT LLC | BARRINGTON | 283438 | $211.4M | 3 | 2026-06-30 | → |
| 1937 | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | CINCINNATI | 110384 | $211.3M | 8 | 2026-01-31 | → |
| 1938 | SHAFFER CAPITAL ADVISERS, LLC | WESTERVILLE | 150106 | $211.1M | 7 | 2026-05-31 | → |
| 1939 | PHASE III ADVISORY SERVICES, LTD | BUFFALO GROVE | 122959 | $210.9M | 3 | 2026-04-30 | → |
| 1940 | WEALTHCARE ASSET MANAGEMENT, LLC | SPRINGFIELD | 170382 | $210.8M | 6 | 2026-04-30 | → |
| 1941 | RENAUD & COMPANY, LLC | OFALLON | 115337 | $210.7M | 5 | 2026-04-30 | → |
| 1942 | INDEPENDENCE WEALTH ADVISORS, LLC | INDEPENDENCE | 306236 | $210.3M | 5 | 2026-06-30 | → |
| 1943 | DANIEL INVESTMENT GROUP INC. | ROYAL OAK | 338851 | $210.1M | 3 | 2026-04-30 | → |
| 1944 | CORNERSTONE SECURITIES LLC | OVERLAND PARK | 140379 | $210.0M | 10 | 2026-04-30 | → |
| 1945 | TREETOP WEALTH MANAGEMENT, LLC | NORTHFIELD | 155013 | $210.0M | 3 | 2026-01-31 | → |
| 1946 | RESERVOIR RETIREMENT MANAGEMENT, LLC | LIMA | 293131 | $208.8M | 2 | 2026-02-28 | → |
| 1947 | SFC FINANCIAL LLC | SUNSET HILLS | 129817 | $208.3M | 4 | 2026-03-31 | → |
| 1948 | DESERANNO CORPORATION | GROSSE POINTE FARMS | 121841 | $208.0M | 6 | 2026-02-28 | → |
| 1949 | GARLIKOV ADVISORS INC | COLUMBUS | 112352 | $207.6M | 4 | 2026-03-31 | → |
| 1950 | PRAIRIEVIEW WEALTH PARTNERS, LLC | FRANKFORT | 327974 | $207.5M | 9 | 2026-04-30 | → |
| 1951 | 1858 WEALTH MANAGEMENT, LLC | AKRON | 305817 | $207.4M | 3 | 2025-01-31 | → |
| 1952 | PURTILL FINANCIAL LLC | HIGHLAND HEIGHTS | 133764 | $207.1M | 5 | 2026-03-31 | → |
| 1953 | ALLIANCE INVESTMENT MANAGEMENT, LLC | JENISON | 152012 | $206.8M | 6 | 2026-03-31 | → |
| 1954 | STRATEGIC WEALTH ADVISORS GROUP, INC. | UTICA | 285863 | $206.7M | 13 | 2026-03-31 | → |
| 1955 | PARKVIEW ASSET MANAGEMENT, INC. | OAKBROOK TERRACE | 307977 | $206.1M | 4 | 2026-03-31 | → |
| 1956 | WESTERN PACIFIC WEALTH MANAGEMENT, LP | LAKE FOREST | 152714 | $205.5M | 3 | 2026-03-31 | → |
| 1957 | NORTHAVENUE LLC | COLUMBUS | 297300 | $204.8M | 9 | 2026-03-31 | → |
| 1958 | GEHRIG CAPITAL MANAGEMENT, INC. | MERRILLVILLE | 123250 | $203.9M | 5 | 2026-03-31 | → |
| 1959 | CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. | BANNOCKBURN | 157296 | $203.9M | 4 | 2026-02-28 | → |
| 1960 | UP NORTH FINANCIAL, LLC | TRAVERSE CITY | 150996 | $203.8M | 4 | 2026-03-31 | → |
| 1961 | LIGHTSQUARE WEALTH MANAGEMENT, LLC | BINGHAM FARMS | 324958 | $203.5M | 5 | 2026-06-30 | → |
| 1962 | PETROVIC FINANCIAL SOLUTIONS LLC | PRAIRIE VILLAGE | 273039 | $203.5M | 3 | 2025-03-31 | → |
| 1963 | ELEMENT SQUARED LLC | MINNEAPOLIS | 311284 | $203.5M | 7 | 2026-02-28 | → |
| 1964 | SANDERS MANAGEMENT GROUP, LTD | SOUTHFIELD | 334205 | $203.5M | 20 | 2026-01-31 | → |
| 1965 | DV CAPITAL ADVISORS, LLC | CHICAGO | 330325 | $203.4M | 11 | 2026-03-31 | → |
| 1966 | INDEPENDENT WEALTH MANAGEMENT, LLC | TRAVERSE CITY | 124242 | $203.0M | 3 | 2026-05-31 | → |
| 1967 | CHICAGO CAPITAL MANAGEMENT, LLC | CHICAGO | 175453 | $202.8M | 4 | 2026-03-31 | → |
| 1968 | KCD FINANCIAL, INC. | GREEN BAY | 127473 | $202.1M | 29 | 2026-05-31 | → |
| 1969 | WEALTH ADVISORS, LLC | SPRINGBORO | 135875 | $202.0M | 4 | 2026-02-28 | → |
| 1970 | KOWALSKI FINANCIAL INC. | MINNEAPOLIS | 300424 | $202.0M | 7 | 2026-01-31 | → |
| 1971 | GREAT RIVER FINANCIAL LLC | PLYMOUTH | 314172 | $201.9M | 4 | 2026-02-28 | → |
| 1972 | BRIXEY & MEYER CAPITAL LLC | CINCINNATI | 299465 | $201.8M | 15 | 2026-03-31 | → |
| 1973 | MAXELE ADVISORS, LLC | WEBSTER GROVES | 165129 | $201.6M | 3 | 2026-04-30 | → |
| 1974 | KEYSTONE WEALTH ADVISORS, INCORPORATED | EAGAN | 153418 | $201.4M | 3 | 2026-06-30 | → |
| 1975 | STRIDE INVESTMENTS, LLC | CHICAGO | 167037 | $200.9M | 8 | 2026-03-31 | → |
| 1976 | BLUE CAPITAL, INC. | OMAHA | 304083 | $200.8M | 7 | 2026-03-31 | → |
| 1977 | CALCULATED WEALTH LLC | MADISON | 318985 | $200.8M | 5 | 2026-04-30 | → |
| 1978 | LAUGHLIN FINANCIAL LLC | BLOOMINGTON | 165105 | $200.2M | 2 | 2026-01-31 | → |
| 1979 | AI ALPHA LLC | GRAND RAPIDS | 334908 | $200.0M | 3 | 2026-04-30 | → |
| 1980 | HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC | FENTON | 291609 | $200.0M | 4 | 2026-04-30 | → |
| 1981 | ASPEN PRIVATE ADVISORS, LLC | SIOUX FALLS | 297639 | $199.9M | 5 | 2026-03-31 | → |
| 1982 | ALLIED ASSET ADVISORS INC | HOMETOWN | 112441 | $199.8M | 3 | 2025-03-31 | → |
| 1983 | CAPITAL ASSET MANAGEMENT, INC. | COLUMBUS | 120597 | $199.5M | 3 | 2026-03-31 | → |
| 1984 | BROWN WEALTH MANAGEMENT, LLC | EDEN PRAIRIE | 121072 | $199.5M | 4 | 2025-03-31 | → |
| 1985 | DBK FINANCIAL COUNSEL, LLC | CUYAHOGA FALLS | 170688 | $199.5M | 4 | 2026-02-28 | → |
| 1986 | EXECUTIVE FINANCIAL SERVICES INC | LIVONIA | 110180 | $199.4M | 3 | 2026-03-31 | → |
| 1987 | RIK SAYLOR FINANCIAL, INC. | FAIRFIELD | 165484 | $199.2M | 5 | 2026-03-31 | → |
| 1988 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. | MONTEVIDEO | 297716 | $198.9M | 2 | 2026-02-28 | → |
| 1989 | CITY CAPITAL VENTURES, LLC | CHICAGO | 314936 | $198.8M | 8 | 2026-03-31 | → |
| 1990 | INVISOR FINANCIAL LLC | SENECA | 174890 | $198.5M | 4 | 2026-02-28 | → |
| 1991 | PALADIN PARTNERS, LLC | HARTLAND | 132024 | $198.5M | 2 | 2026-06-30 | → |
| 1992 | ASTOR INVESTMENT MANAGEMENT LLC | CHICAGO | 169679 | $198.4M | 6 | 2025-02-28 | → |
| 1993 | PMG WEALTH MANAGEMENT, INC. | HAWTHORN WOODS | 285899 | $198.3M | 4 | 2026-05-31 | → |
| 1994 | NEWPORT INVESTMENT ADVISORS INC | BEACHWOOD | 113175 | $198.0M | 2 | 2026-04-30 | → |
| 1995 | ENTASIS ASSET MANAGEMENT LLC | BROOKFIELD | 282711 | $197.9M | 5 | 2026-03-31 | → |
| 1996 | BOARDWALK FINANCIAL STRATEGIES LLC | HARTLAND | 165048 | $197.6M | 6 | 2026-03-31 | → |
| 1997 | FEE-ONLY FIDUCIARY ADVISORS LLC | GRAND RAPIDS | 143329 | $197.0M | 3 | 2026-06-30 | → |
| 1998 | TRUEMAN BROWN, LLC | LAKE ZURICH | 141602 | $196.1M | 2 | 2026-03-31 | → |
| 1999 | J2 CAPITAL MANAGEMENT, INC. | TROY | 152964 | $195.7M | 3 | 2026-02-28 | → |
| 2000 | ARK ADVISORS LLC | BLOOMINGTON | 167456 | $195.6M | 2 | 2026-01-31 | → |
Related Lists
Sleeve2,567 firms · 2026-06-30