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 | |
|---|---|---|---|---|---|---|---|
| 2001 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC | CRYSTAL LAKE | 147376 | $195.4M | 5 | 2026-03-31 | → |
| 2002 | FEG CURIO INVESTMENT PARTNERS, LLC | CINCINNATI | 323497 | $195.3M | 17 | 2026-03-31 | → |
| 2003 | BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC | MILWAUKEE | 298155 | $195.2M | 14 | 2026-06-30 | → |
| 2004 | BRIGHT PATH SPORTS PARTNERS, LLC | CLEVELAND | 327730 | $194.8M | 4 | 2026-03-31 | → |
| 2005 | MICHAEL TRAXLER WEALTH MANAGEMENT, LLC | NEW PRAGUE | 285427 | $194.7M | 6 | 2026-02-28 | → |
| 2006 | LIBERTY FINANCIAL GROUP, INC. | ELM GROVE | 111272 | $194.3M | 5 | 2026-03-31 | → |
| 2007 | T.T.G. FINANCIAL, INC. | CANTON | 129004 | $194.0M | 6 | 2026-02-28 | → |
| 2008 | TETLEY INVESTMENTS, LLC | PARK RIDGE | 164130 | $193.9M | 3 | 2026-03-31 | → |
| 2009 | MWS CAPITAL CONSULTANTS LLC | CHICAGO | 125061 | $193.7M | 3 | 2026-02-28 | → |
| 2010 | FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC | CINCINNATI | 291484 | $193.4M | 4 | 2026-01-31 | → |
| 2011 | KINZIE CAPITAL PARTNERS LP | CHICAGO | 305445 | $193.0M | 12 | 2026-03-31 | → |
| 2012 | THOMAS LEO ADVISORY, LLC | MINNEAPOLIS | 159271 | $192.7M | 2 | 2026-03-31 | → |
| 2013 | GRIZZLYROCK CAPITAL, LLC | CHICAGO | 226650 | $192.7M | 2 | 2026-03-31 | → |
| 2014 | TAILWINDS WEALTH, LLC | VADNAIS HEIGHTS | 322924 | $192.7M | 8 | 2026-06-30 | → |
| 2015 | FINANCIAL ELEMENTS, INC | ROLLING MEADOWS | 148557 | $192.6M | 2 | 2026-02-28 | → |
| 2016 | CIG ASSET MANAGEMENT, INC. | SOUTHFIELD | 123609 | $192.5M | 8 | 2026-03-31 | → |
| 2017 | ENZA FINANCIAL, LLC | INDEPENDENCE | 315827 | $191.2M | 5 | 2026-03-31 | → |
| 2018 | MEYER CAPITAL MANAGEMENT LLC. | CINCINNATI | 106904 | $190.8M | 7 | 2026-03-31 | → |
| 2019 | MASUS FINANCIAL GROUP, LTD. | BATAVIA | 174339 | $190.6M | 4 | 2026-05-31 | → |
| 2020 | BLUESTONE PRIVATE WEALTH, LLC | CLEVELAND | 326055 | $190.4M | 3 | 2026-03-31 | → |
| 2021 | THREE SIXTY WEALTH MANAGEMENT, LLC | BLOOMINGTON | 301007 | $190.1M | 6 | 2026-04-30 | → |
| 2022 | CONCEPTUAL FINANCIAL ADVISORS, LLC | APPLETON | 167513 | $189.9M | 4 | 2026-01-31 | → |
| 2023 | TURNCAP MANAGEMENT LLC | BEACHWOOD | 312488 | $189.9M | 2 | 2024-12-31 | → |
| 2024 | HARBOUR FINANCIAL RESOURCES, LTD | SKOKIE | 110261 | $189.8M | 3 | 2026-03-31 | → |
| 2025 | SIGNET PRIVATE WEALTH, LLC | CHICAGO | 290029 | $189.7M | 4 | 2026-06-30 | → |
| 2026 | DAYTONA STREET CAPITAL LLC | SAINT LOUIS | 316666 | $189.3M | 6 | 2026-03-31 | → |
| 2027 | CLASSIC ASSET MANAGEMENT, LLC | FARGO | 122030 | $189.1M | 10 | 2026-05-31 | → |
| 2028 | KRS CAPITAL MANAGEMENT, LLC | BLOOMFIELD HILLS | 142928 | $188.9M | 2 | 2026-01-31 | → |
| 2029 | RJP INVESTMENT ADVISORS, LLP | INDIANAPOLIS | 111536 | $188.7M | 5 | 2026-02-28 | → |
| 2030 | HAHN FINANCIAL GROUP INC. | SIOUX FALLS | 169787 | $188.7M | 16 | 2026-03-31 | → |
| 2031 | MCCULLEY FINANCIAL GROUP, LLC | WESTCHESTER | 154891 | $188.7M | 4 | 2026-04-30 | → |
| 2032 | TRAILHEAD PLANNERS, LLC | EDINA | 284610 | $188.4M | 4 | 2026-01-31 | → |
| 2033 | FLOW STATE INVESTMENTS, LP | CHICAGO | 318195 | $188.4M | 14 | 2024-12-31 | → |
| 2034 | BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC | CINCINNATI | 328496 | $188.2M | 7 | 2026-03-31 | → |
| 2035 | KFG, LLC | RAPID CITY | 337331 | $188.1M | 10 | 2026-03-31 | → |
| 2036 | HERITAGE FINANCIAL ADVISORS, LLC | WATERVILLE | 154955 | $188.0M | 1 | 2026-03-31 | → |
| 2037 | NAVIGEN, LLC | GREEN BAY | 145458 | $187.8M | 2 | 2025-02-28 | → |
| 2038 | WALL STREET FINANCIAL GROUP, INC. | CARLINVILLE | 289051 | $187.7M | 3 | 2026-01-31 | → |
| 2039 | QUANTITATIVE ASSET MANAGEMENT, LLC | MINNETONKA | 143279 | $187.4M | 2 | 2026-03-31 | → |
| 2040 | CFC PLANNING COMPANY, LLC | CICERO | 310603 | $187.3M | 9 | 2026-03-31 | → |
| 2041 | CH DOUGLAS & GRAY, LLC | INDIANAPOLIS | 142352 | $187.2M | 7 | 2025-03-31 | → |
| 2042 | FJELL CAPITAL, LLC | FARGO | 327541 | $187.0M | 4 | 2026-04-30 | → |
| 2043 | DAVID P. GILLIAM & ASSOCIATES, INC. | MUNCIE | 285515 | $186.7M | 3 | 2026-06-30 | → |
| 2044 | AXECAP INVESTMENTS, LLC | MASON | 314674 | $186.6M | 8 | 2026-03-31 | → |
| 2045 | PRECISE INVESTMENT MANAGEMENT, INC. | HIGHLAND PARK | 282557 | $186.3M | 6 | 2026-02-28 | → |
| 2046 | GRANITE FINANCIAL GROUP, LLC | BROOKFIELD | 168675 | $186.2M | 2 | 2026-02-28 | → |
| 2047 | FIRST ANALYSIS CAPITAL MANAGEMENT LLC | CHICAGO | 161373 | $186.2M | 25 | 2026-05-31 | → |
| 2048 | CENTRICITY WEALTH MANAGEMENT, LLC | WESTERVILLE | 165664 | $185.9M | 3 | 2025-03-31 | → |
| 2049 | FIRST MASON FINANCIAL, LLC | MEDINA | 145025 | $185.7M | 3 | 2026-03-31 | → |
| 2050 | MEADOWBROOK INVESTMENT ADVISORS LLC | LIVONIA | 109960 | $185.2M | 3 | 2026-01-31 | → |
| 2051 | BOON CAPITAL ADVISORS LLC | NORTHBROOK | 174016 | $185.0M | 2 | 2026-03-31 | → |
| 2052 | SCHWARZ INVESTMENT PARTNERS | SILVER LAKE | 113556 | $184.9M | 3 | 2026-05-31 | → |
| 2053 | SUMMIT FINANCIAL CONSULTING LLC | STERLING HEIGHTS | 126570 | $184.7M | 6 | 2026-04-30 | → |
| 2054 | THE WORLEY BANKS GROUP, LLC | CREVE COEUR | 306890 | $184.3M | 3 | 2026-02-28 | → |
| 2055 | EQUITY ARMOR INVESTMENTS, LLC | CHICAGO | 156327 | $184.3M | 3 | 2026-03-31 | → |
| 2056 | GLL INVESTORS, LLC | CHICAGO | 161830 | $184.1M | 3 | 2026-03-31 | → |
| 2057 | X CUBED CAPITAL MANAGEMENT LLC | MINNEAPOLIS | 313966 | $184.0M | 9 | 2026-05-31 | → |
| 2058 | CLAYMORE CAPITAL PARTNERS, LLC | CINCINNATI | 309944 | $183.9M | 5 | 2026-06-30 | → |
| 2059 | SHOTWELL RUTTER BAER INC | LANSING | 122789 | $183.9M | 7 | 2026-01-31 | → |
| 2060 | KUHN & COMPANY INVESTMENT COUNSEL, LLC | CHICAGO | 306434 | $182.7M | 3 | 2026-04-30 | → |
| 2061 | WOLD FINANCIAL GROUP LLC | MENDOTA HEIGHTS | 316409 | $182.5M | 3 | 2026-03-31 | → |
| 2062 | ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | DUBLIN | 293819 | $182.4M | 9 | 2026-03-31 | → |
| 2063 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | UNIONTOWN | 136583 | $182.3M | 3 | 2025-02-28 | → |
| 2064 | BARRETT UPTON CAPITAL PARTNERS LLC | LAKE FOREST | 326104 | $182.3M | 9 | 2026-03-31 | → |
| 2065 | FREESTATE ADVISORS LLC | OVERLAND PARK | 145800 | $181.8M | 9 | 2026-01-31 | → |
| 2066 | LAKESHORE CAPITAL GROUP, INC. | ROLLING MEADOWS | 325609 | $181.5M | 3 | 2026-01-31 | → |
| 2067 | BALANCED FINANCIAL PLANNING, INC. | OVERLAND PARK | 128161 | $181.3M | 3 | 2026-02-28 | → |
| 2068 | CYR FINANCIAL INC. | HENNEPIN | 277118 | $180.5M | 9 | 2026-04-30 | → |
| 2069 | VERA LAKE CAPITAL, LLC | EDINA | 341142 | $180.4M | 3 | 2026-06-30 | → |
| 2070 | WACKER & ASSOCIATES, INC. | JACKSON | 159879 | $180.2M | 4 | 2026-04-30 | → |
| 2071 | CINTRIFUSE FUND MANAGEMENT, LLC | CINCINNATI | 166973 | $180.1M | 8 | 2026-03-31 | → |
| 2072 | T2 ASSET MANAGEMENT, LLC | NAPERVILLE | 167714 | $180.0M | 8 | 2026-03-31 | → |
| 2073 | WINTER & ASSOCIATES, INC. | ST. PAUL | 310349 | $179.7M | 5 | 2026-06-30 | → |
| 2074 | THE PRIVATE INVESTMENT GROUP, INC. | KETTERING | 128876 | $179.3M | 4 | 2026-03-31 | → |
| 2075 | ELTRINGHAM WEALTH PARTNERS, LLC | CINCINNATI | 298885 | $179.0M | 6 | 2026-03-31 | → |
| 2076 | PARVIN ASSET MANAGEMENT, LLC | SIOUX FALLS | 315701 | $179.0M | 6 | 2026-03-31 | → |
| 2077 | MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC | SKOKIE | 319408 | $178.9M | 4 | 2026-03-31 | → |
| 2078 | COLLABORATIVE PORTFOLIO MANAGEMENT, LLC | OVERLAND PARK | 332929 | $178.7M | 4 | 2026-03-31 | → |
| 2079 | GLASS LAKES CAPITAL MANAGEMENT LLC | OVERLAND PARK | 290064 | $178.3M | 2 | 2026-06-30 | → |
| 2080 | PANORAMA POINT PARTNERS, LLC | OMAHA | 165704 | $178.1M | 11 | 2026-03-31 | → |
| 2081 | FIDUCIARY WEALTH GROUP, LLC | CENTERVILLE | 299711 | $178.0M | 3 | 2026-03-31 | → |
| 2082 | ROCHESTER WEALTH STRATEGIES, LLC | ROCHESTER | 299150 | $177.8M | 5 | 2026-06-30 | → |
| 2083 | CONWAY FINANCIAL GROUP, LLC | CHESTERFIELD | 117608 | $177.7M | 3 | 2026-01-31 | → |
| 2084 | HOFF BROTHERS, LLC | WAUSAU | 301001 | $177.5M | 3 | 2026-05-31 | → |
| 2085 | HTAA, LLC | CHICAGO | 171391 | $177.0M | 11 | 2026-03-31 | → |
| 2086 | SUMMIT CAPITAL INC. | PEPPER PIKE | 121335 | $176.6M | 3 | 2026-03-31 | → |
| 2087 | EMVISION CAPITAL ADVISORS, LLC | AURORA | 337827 | $176.4M | 14 | 2026-06-30 | → |
| 2088 | LIVELSBERGER, LYNN LOUIS | ASHLAND | 117665 | $176.4M | 4 | 2026-03-31 | → |
| 2089 | HERITAGE WEALTH PARTNERS, LLC | DUBLIN | 290276 | $176.3M | 13 | 2025-03-31 | → |
| 2090 | COLLAR CAPITAL MANAGEMENT, LLC | APPLETON | 152325 | $176.3M | 3 | 2026-02-28 | → |
| 2091 | MCLAUGHLIN ASSET MANAGEMENT, INC. | DANVILLE | 125735 | $176.1M | 4 | 2026-03-31 | → |
| 2092 | JIM MACKAY FINANCIAL PLANNING, LLC | SPRINGFIELD | 169583 | $176.0M | 2 | 2026-03-31 | → |
| 2093 | PROFUSION FINANCIAL, INC. | ST. LOUIS | 167003 | $175.7M | 3 | 2026-03-31 | → |
| 2094 | LA CROSSE FINANCIAL PLANNING INC. | ONALASKA | 313361 | $175.7M | 5 | 2026-04-30 | → |
| 2095 | LIGHT FINANCIAL SERVICES, INC. | FARGO | 131678 | $175.5M | 2 | 2026-03-31 | → |
| 2096 | ALAN B. LANCZ & ASSOCIATES, INC. | TOLEDO | 105363 | $175.4M | 4 | 2026-03-31 | → |
| 2097 | APPALACHIAN CAPITAL MANAGEMENT LTD | ST. CLAIRSVILLE | 120038 | $175.3M | 4 | 2026-03-31 | → |
| 2098 | GREENLEAF FINANCIAL GROUP, LLC | CARMEL | 137933 | $175.2M | 2 | 2026-04-30 | → |
| 2099 | CAPITAL PORTFOLIO MANAGEMENT L.L.C. | TOPEKA | 127372 | $175.2M | 5 | 2025-02-28 | → |
| 2100 | SJHL FINANCIAL SERVICES, LLC | MCPHERSON | 285946 | $174.5M | 12 | 2026-06-30 | → |
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