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 | |
|---|---|---|---|---|---|---|---|
| 2101 | KAHLER FINANCIAL GROUP, INC. | RAPID CITY | 124042 | $173.9M | 7 | 2025-04-30 | → |
| 2102 | BENCHMARK CAPITAL GROUP LTD. | GALENA | 123698 | $173.6M | 3 | 2026-02-28 | → |
| 2103 | DOUGLASS INVESTMENT GROUP LLC | WICHITA | 331223 | $173.6M | 3 | 2026-03-31 | → |
| 2104 | FOX RIVER ADVISERS, LLC | NAPERVILLE | 159794 | $173.6M | 12 | 2024-12-31 | → |
| 2105 | RLB FINANCIAL LLC | SPRINGFIELD | 151778 | $173.6M | 4 | 2026-03-31 | → |
| 2106 | NEUENSCHWANDER ASSET MANAGEMENT, LLC | MCFARLAND | 125179 | $173.5M | 5 | 2026-06-30 | → |
| 2107 | TILDEN LOUCKS & WOODNORTH LLC | ELMHURST | 106713 | $173.3M | 4 | 2026-03-31 | → |
| 2108 | LEIBMAN FINANCIAL SERVCES, INC. | LOUISVILLE | 323120 | $173.1M | 4 | 2026-01-31 | → |
| 2109 | GASAWAY INVESTMENT ADVISORS, INC. | KALAMAZOO | 123807 | $173.1M | 13 | 2026-06-30 | → |
| 2110 | WABASH CAPITAL, INC. | TERRE HAUTE | 107932 | $173.0M | 3 | 2026-03-31 | → |
| 2111 | SHUTTLEWORTH & COMPANY | POWELL | 121382 | $173.0M | 3 | 2026-04-30 | → |
| 2112 | MIDWESTERN FINANCIAL, LLC | IOWA CITY | 270022 | $172.8M | 3 | 2026-03-31 | → |
| 2113 | LIBERTY ASSET MANAGEMENT, INC. | WOODRIDGE | 135791 | $172.7M | 3 | 2026-01-31 | → |
| 2114 | WALNUT PRIVATE EQUITY PARTNERS, LLC | OMAHA | 168840 | $172.6M | 3 | 2026-04-30 | → |
| 2115 | THE HEATON HOPPES GROUP, LLC | CEDAR FALLS | 115511 | $172.5M | 3 | 2026-03-31 | → |
| 2116 | WHITE SAND WEALTH MANAGEMENT, LLC | LIBERTY | 304614 | $172.4M | 7 | 2026-02-28 | → |
| 2117 | KOOB WEALTH MANAGEMENT, LLC | WHITE BEAR TOWNSHIP | 154830 | $171.8M | 3 | 2026-02-28 | → |
| 2118 | SCHECHTER PRIVATE CAPITAL, LLC | BIRMINGHAM | 289491 | $171.7M | 4 | 2026-03-31 | → |
| 2119 | ELLERBROCK-NORRIS WEALTH STRATEGIES LLC | OMAHA | 295099 | $171.6M | 2 | 2026-06-30 | → |
| 2120 | KENNON-GREEN & COMPANY, LLC | NEW ALBANY | 284713 | $171.4M | 4 | 2026-03-31 | → |
| 2121 | HOOVER PRIVATE WEALTH, LLC | ROYAL OAK | 336484 | $171.3M | 6 | 2026-03-31 | → |
| 2122 | WILSQUARE CAPITAL LLC | ST. LOUIS | 296504 | $171.2M | 10 | 2026-03-31 | → |
| 2123 | PEB CAPITAL MANAGEMENT LLC | COLUMBUS | 315241 | $171.0M | 3 | 2026-02-28 | → |
| 2124 | TOBERMAN BECKER WEALTH, LLC | ST. LOUIS | 310346 | $170.8M | 3 | 2026-05-31 | → |
| 2125 | PROACTIVE CAPITAL MANAGEMENT, INC. | TOPEKA | 297791 | $170.7M | 3 | 2026-01-31 | → |
| 2126 | NORTH SHORE INVESTMENT CONSULTING LLC | WILMETTE | 131763 | $170.5M | 1 | 2026-02-28 | → |
| 2127 | PACESETTER FINANCIAL GROUP, L.L.C. | LINCOLN | 123287 | $170.5M | 10 | 2026-03-31 | → |
| 2128 | PATRICK FINANCIAL GROUP, L.L.C. | BRIGHTON | 124610 | $170.4M | 2 | 2026-03-31 | → |
| 2129 | CIRRUS CAPITAL LLC | BLOOMFIELD HILLS | 288297 | $170.4M | 6 | 2026-06-30 | → |
| 2130 | GTS FINANCIAL, LLC | BLOOMINGTON | 310222 | $169.9M | 6 | 2026-03-31 | → |
| 2131 | KUHN CAPITAL PARTNERS, LLC | OAK BROOK | 283028 | $169.9M | 5 | 2026-03-31 | → |
| 2132 | TACTICAL FUND ADVISORS, LLC | CINCINNATI | 298049 | $169.8M | 7 | 2026-04-30 | → |
| 2133 | OT FINANCIAL, LLC | TROY | 170738 | $169.8M | 2 | 2026-03-31 | → |
| 2134 | MCCARLEY & COOK LLC | CINCINNATI | 310087 | $169.1M | 2 | 2026-03-31 | → |
| 2135 | MEYER GATES FINANCIAL ADVISORS, INC | WEST CHESTER | 125046 | $168.7M | 6 | 2026-04-30 | → |
| 2136 | LIFEPOINT PLANNING, PLLC | SCHAUMBURG | 296911 | $168.5M | 3 | 2026-02-28 | → |
| 2137 | ELITE RETIREMENT GROUP, INC. | PLOVER | 312178 | $168.4M | 4 | 2025-03-31 | → |
| 2138 | STEWARDSHIP CAPITAL, LTD. | INDEPENDENCE | 110944 | $168.4M | 5 | 2026-03-31 | → |
| 2139 | ARNOLD FINANCIAL PLANNING LLC | HIAWATHA | 283698 | $168.2M | 6 | 2026-06-30 | → |
| 2140 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | APPLETON | 332731 | $168.2M | 3 | 2026-04-30 | → |
| 2141 | THE ETF STORE, INC. | OVERLAND PARK | 148229 | $168.2M | 6 | 2026-03-31 | → |
| 2142 | ILLUMINATE WEALTH MANAGEMENT LLC | BARRINGTON | 306411 | $167.6M | 6 | 2026-05-31 | → |
| 2143 | SAFE HARBOR WEALTH ADVISORS, LLC | DUBLIN | 284613 | $167.2M | 3 | 2026-04-30 | → |
| 2144 | ALDEBARAN CAPITAL, LLC | CARMEL | 122360 | $166.9M | 2 | 2026-03-31 | → |
| 2145 | MCDONNELL WEALTH MANAGEMENT, LLC | FRANKFORT | 164252 | $166.7M | 3 | 2026-02-28 | → |
| 2146 | CAPITAL GAINS INC | NILES | 111717 | $166.6M | 3 | 2026-01-31 | → |
| 2147 | GREAT LAKES WEALTH, LLC | NORTHVILLE | 282362 | $166.3M | 9 | 2026-03-31 | → |
| 2148 | RETIREMENT RESOURCES, LLC | AUBURN HILLS | 151889 | $166.1M | 3 | 2026-03-31 | → |
| 2149 | MIDWAY WEALTH PARTNERS, LLC | ARLINGTON HEIGHTS | 323770 | $165.9M | 4 | 2025-05-31 | → |
| 2150 | VISION FINANCIAL MANAGEMENT, LLC | CUYAHOGA FALLS | 170003 | $165.7M | 5 | 2026-01-31 | → |
| 2151 | FELTL ADVISORS, LLC | PLYMOUTH | 165244 | $165.6M | 15 | 2026-03-31 | → |
| 2152 | M.K. BROWN WEALTH ADVISORY, LLC | OAKWOOD | 121269 | $165.5M | 3 | 2026-02-28 | → |
| 2153 | CURTIS CAPITAL ADVISORS, LLC | OVERLAND PARK | 330835 | $165.5M | 2 | 2026-06-30 | → |
| 2154 | DEDEKER FINANCIAL, LLC | ST. LOUIS PARK | 325537 | $165.5M | 2 | 2026-04-30 | → |
| 2155 | EXPRESSIVE WEALTH LLC | CHICAGO | 329974 | $165.2M | 10 | 2026-05-31 | → |
| 2156 | OCTO CAPITAL, LLC | BINGHAM FARMS | 174351 | $165.0M | 1 | 2026-02-28 | → |
| 2157 | PR WEALTH MANAGEMENT GROUP, INC. | EAST MOLINE | 173711 | $164.9M | 5 | 2026-03-31 | → |
| 2158 | BRIDGEWAY WEALTH MANAGEMENT, LLC | CEDAR RAPIDS | 326547 | $164.6M | 2 | 2026-02-28 | → |
| 2159 | FLOYD FINANCIAL GROUP LLC | SPRINGFIELD | 226773 | $164.5M | 5 | 2026-03-31 | → |
| 2160 | MCKINLEY MONEY, LLC | EAU-CLAIRE | 145571 | $163.7M | 3 | 2026-04-30 | → |
| 2161 | RIVER RAISIN INVESTMENT PARTNERS, INC. | MONROE | 298014 | $163.5M | 4 | 2026-06-30 | → |
| 2162 | RISLEY CAPITAL MANAGEMENT LLC | ELLISVILLE | 157271 | $163.4M | 1 | 2026-01-31 | → |
| 2163 | BELL CITY WEALTH, INC. | HILLSBORO | 326354 | $163.3M | 2 | 2026-02-28 | → |
| 2164 | LIBERTAS WEALTH MANAGEMENT GROUP, INC. | COLUMBUS | 157769 | $163.1M | 6 | 2026-03-31 | → |
| 2165 | MARQUEE CAPITAL ADVISORS LLC | CHICAGO | 336708 | $162.7M | 21 | 2026-04-30 | → |
| 2166 | MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC | ANN ARBOR | 284251 | $162.7M | 7 | 2026-03-31 | → |
| 2167 | SAVANT INVESTMENT ADVISERS, INC. | HOMEWOOD | 121794 | $162.5M | 3 | 2026-02-28 | → |
| 2168 | SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY | CINCINNATI | 312695 | $162.1M | 4 | 2026-02-28 | → |
| 2169 | RPR FINANCIAL ADVISORS LLC | OVERLAND PARK | 316557 | $162.1M | 4 | 2026-02-28 | → |
| 2170 | ARBOR INVESTMENT MANAGEMENT, LLC | ANN ARBOR | 154735 | $162.0M | 2 | 2026-03-31 | → |
| 2171 | CONFIDENTIAL MANAGEMENT ADVISORS, INC. | TROY | 125936 | $161.9M | 1 | 2026-03-31 | → |
| 2172 | ELITE WEALTH MANAGEMENT, INC. | PLOVER | 333159 | $161.4M | 5 | 2026-06-30 | → |
| 2173 | HUNTINGTON MANAGEMENT, LLC | CHICAGO | 157431 | $161.1M | 7 | 2024-12-31 | → |
| 2174 | LAUER WEALTH, LLC | VALPARAISO | 289763 | $160.9M | 5 | 2026-02-28 | → |
| 2175 | STEWARD ADVISORS, LLC | CHICAGO | 156331 | $160.7M | 4 | 2026-03-31 | → |
| 2176 | EDDIE PATEL, INC | CHICAGO | 148411 | $160.7M | 1 | 2026-02-28 | → |
| 2177 | KELLY WEALTH MANAGEMENT, INC. | ROYAL OAK | 328386 | $160.6M | 6 | 2026-04-30 | → |
| 2178 | OLD OAK FINANCIAL PLANNING, INC. | BRIGHTON | 122500 | $160.3M | 2 | 2026-03-31 | → |
| 2179 | M3 WEALTH MANAGEMENT, LLC | NORTH ROYALTON | 335612 | $160.2M | 3 | 2026-02-28 | → |
| 2180 | CITY CENTER ADVISORS, LLC | TROY | 203513 | $160.2M | 7 | 2026-01-31 | → |
| 2181 | HARDING FINANCIAL GROUP, LLC | WESTERVILLE | 135731 | $160.2M | 6 | 2026-06-30 | → |
| 2182 | FIDELIS FINANCIAL PLANNING, LLC | SAINT CHARLES | 141698 | $160.0M | 2 | 2026-04-30 | → |
| 2183 | WARNKE/NICHOLS LTD. | DELAFIELD | 112181 | $160.0M | 2 | 2026-02-28 | → |
| 2184 | TRM ADVISORS LP | SOUTHFIELD | 321278 | $159.8M | 9 | 2026-05-31 | → |
| 2185 | SYCAMORE INVESTMENT CONSULTING SERVICES, LLC | MADISON | 125081 | $159.6M | 2 | 2025-12-31 | → |
| 2186 | MODERN DOLLAR PLANNING, LLC | ST. LOUIS | 174695 | $159.1M | 2 | 2026-01-31 | → |
| 2187 | HDA WEALTH MANAGEMENT, LLC | POLAND | 317346 | $159.1M | 2 | 2026-03-31 | → |
| 2188 | SKA FINANCIAL SERVICES,INC. | FAIRVIEW PARK | 107348 | $159.1M | 1 | 2026-01-31 | → |
| 2189 | RETIREMENT INCOME STRATEGIES, LLC | EVANSVILLE | 318052 | $159.0M | 4 | 2026-02-28 | → |
| 2190 | PLUS GROUP WEALTH ADVISORS, LLC | BELGIUM | 300714 | $158.9M | 4 | 2026-02-28 | → |
| 2191 | ADVISORY ADVOCATES LLC | GRAND RAPIDS | 284100 | $158.8M | 9 | 2026-03-31 | → |
| 2192 | SCG ASSET MANAGEMENT LLC | NAPERVILLE | 311843 | $158.7M | 6 | 2026-03-31 | → |
| 2193 | GRAETZ WEALTH, LLC | JENISON | 317857 | $158.2M | 3 | 2026-03-31 | → |
| 2194 | PRIMARY WEALTH MANAGEMENT, LLC | BEATRICE | 282370 | $158.0M | 5 | 2026-02-28 | → |
| 2195 | VALORAN CAPITAL MANAGEMENT, LLC | CHICAGO | 313634 | $157.8M | 3 | 2026-06-30 | → |
| 2196 | AVOCET CAPITAL MANAGEMENT LLC | NORTHBROOK | 156261 | $157.8M | 2 | 2026-05-31 | → |
| 2197 | JACK V. BUTTERFIELD INVESTMENT COMPANY | JACKSON | 3998 | $157.6M | 9 | 2026-02-28 | → |
| 2198 | WISCONSIN WEALTH ADVISORS, LLC | SUN PRAIRIE | 145946 | $157.6M | 3 | 2026-03-31 | → |
| 2199 | WATER VALLEY INVESTMENT ADVISORS, INC. | SIOUX CENTER | 116936 | $157.2M | 3 | 2026-03-31 | → |
| 2200 | BREAKWATER CAPITAL, LLC | KALAMAZOO | 172498 | $156.6M | 2 | 2026-03-31 | → |
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