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 | |
|---|---|---|---|---|---|---|---|
| 2201 | STAR WEALTH MANAGEMENT CORPORATION | BINGHAM FARMS | 341885 | $156.5M | 3 | 2026-06-30 | → |
| 2202 | SPYGLASS INVESTMENT MANAGEMENT CORPORATION | TERRE HAUTE | 122594 | $156.4M | 3 | 2026-03-31 | → |
| 2203 | BANNERSTONE CAPITAL MANAGEMENT, LLC | WAYZATA | 147447 | $155.3M | 3 | 2026-03-31 | → |
| 2204 | RHL GROUP, LLC | HOLLY | 330716 | $155.1M | 6 | 2026-02-28 | → |
| 2205 | RICHWOOD INVESTMENT ADVISORS, LLC | CINCINNATI | 153550 | $155.1M | 1 | 2026-03-31 | → |
| 2206 | HERITAGE ASSET MANAGEMENT, LLC | BELTON | 323344 | $155.0M | 2 | 2026-01-31 | → |
| 2207 | WINCHESTER ASSET MANAGEMENT, LLC | CHICAGO | 322300 | $154.0M | 2 | 2026-03-31 | → |
| 2208 | FORREST FINANCIAL SERVICES L.L.C. | WINDSOR HEIGHTS | 117546 | $154.0M | 2 | 2026-03-31 | → |
| 2209 | SOLPACIFIC, LLC | DULUTH | 315184 | $154.0M | 8 | 2026-03-31 | → |
| 2210 | WORTHINGTON FINANCIAL PARTNERS LLC | WORTHINGTON | 312951 | $153.7M | 6 | 2026-03-31 | → |
| 2211 | GRAVER CAPITAL MANAGEMENT, LLC | COLUMBUS | 312515 | $153.5M | 4 | 2026-02-28 | → |
| 2212 | BLUE CLAY CAPITAL MANAGEMENT, LLC | MINNEAPOLIS | 166382 | $153.1M | 8 | 2024-12-31 | → |
| 2213 | JCM STRATEGIC WEALTH PARTNERS LLC | INDIANAPOLIS | 315220 | $152.4M | 5 | 2026-01-31 | → |
| 2214 | INFINITY WEALTH COUNSEL, LLC | LOVELAND | 171959 | $151.9M | 4 | 2026-02-28 | → |
| 2215 | APPLE TREE ASSET MANAGEMENT, LLC | FORT WAYNE | 298437 | $151.9M | 7 | 2026-03-31 | → |
| 2216 | SHEFFIELD ASSET MANAGEMENT, L.L.C. | CHICAGO | 137065 | $151.7M | 3 | 2026-03-31 | → |
| 2217 | GREENWAY FINANCIAL, LLC | FARMINGTON HILLS | 288864 | $151.4M | 4 | 2026-02-28 | → |
| 2218 | CONVEXITAS, LLC | CHICAGO | 315145 | $151.3M | 4 | 2026-03-31 | → |
| 2219 | OPUS FINANCIAL SOLUTIONS LLC | DOWNERS GROVE | 282311 | $150.8M | 4 | 2026-06-30 | → |
| 2220 | KUHN WEALTH MANAGEMENT INC. | SCHAUMBURG | 168727 | $150.8M | 3 | 2026-06-30 | → |
| 2221 | TITLETOWN WEALTH MANAGEMENT, LLC | GREEN BAY | 307752 | $150.3M | 2 | 2026-02-28 | → |
| 2222 | ATLANTIS WEALTH ADVISORS LLC | MAUMEE | 169956 | $150.2M | 4 | 2026-03-31 | → |
| 2223 | INTENTIONAL RETIREMENT, LLC | OMAHA | 310655 | $150.0M | 2 | 2026-03-31 | → |
| 2224 | LINCOLN CAPITAL ADVISERS LLC | CHICAGO | 335085 | $150.0M | 7 | 2026-03-31 | → |
| 2225 | A SMARTER WAY TO INVEST, INC. | BRIGHTON | 166170 | $150.0M | 7 | 2026-03-31 | → |
| 2226 | FINANCIAL STRATEGIES, INC. | BROOKFIELD | 113097 | $149.8M | 6 | 2026-03-31 | → |
| 2227 | SONAS FINANCIAL GROUP, INC. | KANSAS CITY | 122547 | $149.8M | 3 | 2026-03-31 | → |
| 2228 | PORTFOLIO DESIGN SERVICES, LLC | RIVER FALLS | 131506 | $149.7M | 4 | 2026-03-31 | → |
| 2229 | RPM ADVISORS, LLC | FARGO | 167729 | $149.4M | 1 | 2025-01-31 | → |
| 2230 | HARBORFRONT FINANCIAL LLC | LUDINGTON | 331763 | $149.0M | 6 | 2026-03-31 | → |
| 2231 | COMPASS FINANCIAL GROUP, INC. | DUBLIN | 130867 | $148.8M | 4 | 2026-02-28 | → |
| 2232 | PEERLESS WEALTH LLC | COLUMBUS | 305807 | $148.7M | 3 | 2026-04-30 | → |
| 2233 | QUANTUM FINANCIAL PARTNERS LLC | OVERLAND PARK | 138112 | $148.6M | 9 | 2026-06-30 | → |
| 2234 | ARBORFI ADVISORS, LLC | ANN ARBOR | 305009 | $148.4M | 2 | 2026-02-28 | → |
| 2235 | MUELLER WEALTH, LLC | MISHICOT | 306943 | $148.1M | 5 | 2026-02-28 | → |
| 2236 | BARRETT WEALTH CONNECTION LLC | SPRING GROVE | 161020 | $148.0M | 2 | 2026-02-28 | → |
| 2237 | TUVE INVESTMENT MANAGEMENT, INC. | WATERLOO | 226702 | $147.7M | 6 | 2026-04-30 | → |
| 2238 | FLYOVER CAPITAL PARTNERS, LLC | KANSAS CITY | 173709 | $147.6M | 8 | 2026-06-30 | → |
| 2239 | PLAN2THRIVE FINANCIAL, LLC | ELDRIDGE | 317005 | $147.5M | 4 | 2026-02-28 | → |
| 2240 | OUTLOOK CAPITAL MANAGEMENT, LLC | ARLINGTON HEIGHTS | 132339 | $147.4M | 2 | 2026-03-31 | → |
| 2241 | RABE INVESTMENT CONSULTING GROUP | RICHFIELD | 316029 | $147.3M | 3 | 2026-06-30 | → |
| 2242 | KOON FINANCIAL PLANNING & CONSULTING, LLC | GREENWOOD | 126051 | $146.9M | 2 | 2026-03-31 | → |
| 2243 | CLF ASSET MANAGEMENT, INC. | MADISON | 284060 | $146.9M | 5 | 2026-03-31 | → |
| 2244 | HOBBS WEALTH MANAGEMENT, LLC | ZIONSVILLE | 325374 | $146.7M | 6 | 2026-03-31 | → |
| 2245 | VISION CAPITAL PARTNERS | ANN ARBOR | 175147 | $146.6M | 4 | 2026-04-30 | → |
| 2246 | THE WEALTH ADVANTAGE GROUP, INC. | COLUMBUS | 122231 | $146.4M | 3 | 2026-03-31 | → |
| 2247 | ESSEX RIDGE CAPITAL GROUP, LLC | ST. LOUIS | 145795 | $146.3M | 2 | 2026-02-28 | → |
| 2248 | GUNCHEON FINANCIAL LLC | DUBUQUE | 277091 | $146.2M | 4 | 2026-05-31 | → |
| 2249 | KRUSE ASSET MANAGEMENT, LLC | CHICAGO | 143204 | $146.2M | 2 | 2026-03-31 | → |
| 2250 | NORTH COMPASS FINANCIAL ADVISORS, LLC | GRAND RAPIDS | 146626 | $146.0M | 4 | 2026-05-31 | → |
| 2251 | CORNERSTONE WEALTH PARTNERS, LLC | OKEMOS | 146602 | $145.9M | 15 | 2026-03-31 | → |
| 2252 | TRUE PARTNER CAPITAL USA HOLDING, INC. | CHICAGO | 283176 | $145.6M | 1 | 2026-03-31 | → |
| 2253 | SOMERSET GROUP LLC | WAYZATA | 160282 | $145.6M | 3 | 2026-03-31 | → |
| 2254 | WELLINGTON WEALTH STRATEGIES, LLC | INDIANAPOLIS | 306298 | $145.6M | 10 | 2025-03-31 | → |
| 2255 | CHAPMAN & CHAPMAN ADVISORS LLC | CHAGRIN FALLS | 122655 | $145.6M | 3 | 2026-03-31 | → |
| 2256 | CAPITAL MANAGEMENT SERVICES, INC. | MANCHESTER | 118260 | $145.2M | 6 | 2026-03-31 | → |
| 2257 | DANIEL KRUG & ASSOCIATES, INC. | CLARKSTON | 298532 | $145.1M | 7 | 2026-03-31 | → |
| 2258 | TWIN CITIES RETIREMENT GROUP, LLC | PLYMOUTH | 154974 | $144.9M | 3 | 2026-04-30 | → |
| 2259 | MONETTA FINANCIAL SERVICES INC | WHEATON | 105367 | $144.8M | 3 | 2026-03-31 | → |
| 2260 | KNOX AVENUE FINANCIAL CORP. | ST. PAUL | 289094 | $144.7M | 1 | 2026-02-28 | → |
| 2261 | EGSI INVESTMENT MANAGEMENT, INC. | DUBLIN | 171488 | $144.7M | 2 | 2026-06-30 | → |
| 2262 | DAVIS FINANCIAL MANAGEMENT, INC. | OVERLAND PARK | 143410 | $144.6M | 1 | 2026-03-31 | → |
| 2263 | VAN DIEST CAPITAL, LLC | POLK CITY | 334743 | $144.1M | 8 | 2026-05-31 | → |
| 2264 | KESTREL WEALTH MANAGEMENT, LLC | SOUTH BEND | 153503 | $143.9M | 2 | 2026-01-31 | → |
| 2265 | CORE WEALTH ADVISORS, LLC | INDIANAPOLIS | 157436 | $143.8M | 3 | 2026-04-30 | → |
| 2266 | STAR CAPITAL INC. | EDINA | 171057 | $143.6M | 6 | 2026-03-31 | → |
| 2267 | MLG FUND MANAGER LLC | BROOKFIELD | 335692 | $143.6M | 95 | 2026-03-31 | → |
| 2268 | VERUS WEALTH MANAGEMENT, LLC | DE PERE | 323130 | $143.1M | 1 | 2026-02-28 | → |
| 2269 | EN ENTERPRISES, LLC | NORTH LIBERTY | 337964 | $142.7M | 2 | 2026-03-31 | → |
| 2270 | ALLSTATE FINANCIAL ADVISORS, LLC | LINCOLN | 109524 | $142.4M | 341 | 2026-04-30 | → |
| 2271 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | EDINA | 163088 | $142.1M | 2 | 2026-03-31 | → |
| 2272 | MIDWEST FINANCIAL NETWORK, LLC | TINLEY PARK | 302095 | $141.9M | 2 | 2026-02-28 | → |
| 2273 | FORTY4 ASSET MANAGEMENT LLC | CHICAGO | 163518 | $141.9M | 14 | 2024-12-31 | → |
| 2274 | SEVERIN INVESTMENTS LLC | ST. LOUIS | 166567 | $141.9M | 8 | 2026-03-31 | → |
| 2275 | GREENBERG GARY LOUIS | EDEN PRAIRIE | 108423 | $141.1M | 1 | 2026-03-31 | → |
| 2276 | LIFEPLAN FINANCIAL, LLC | MANKATO | 136981 | $141.0M | 7 | 2026-02-28 | → |
| 2277 | CLEMENT STREET CAPITAL LLC | DOWNERS GROVE | 159684 | $141.0M | 2 | 2026-02-28 | → |
| 2278 | WOLVERINE WEALTH ADVISORY SERVICES INC. | BLOOMFIELD HILLS | 146564 | $140.9M | 1 | 2026-01-31 | → |
| 2279 | VERTIS WEALTH, LLC | CHICAGO | 307270 | $140.7M | 17 | 2026-03-31 | → |
| 2280 | RSG INVESTMENTS LLC | OVERLAND PARK | 323527 | $140.5M | 25 | 2026-03-31 | → |
| 2281 | MWM WEALTH ADVISORY, LLC | PLYMOUTH | 287705 | $140.3M | 1 | 2026-05-31 | → |
| 2282 | MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLC | CHICAGO | 336266 | $140.2M | 50 | 2026-05-31 | → |
| 2283 | AGMAN CAPITAL LLC | OMAHA | 334799 | $140.2M | 3 | 2026-01-31 | → |
| 2284 | ANCHOR POINTE WEALTH MANAGEMENT,LLC | CAPE GIRARDEAU | 226643 | $140.2M | 2 | 2025-03-31 | → |
| 2285 | FORTIS PORTFOLIO SOLUTIONS, LLC | CHICAGO | 314886 | $140.0M | 2 | 2026-03-31 | → |
| 2286 | TONKA CAPITAL PARTNERS, LLC | MINNETONKA | 298336 | $139.8M | 3 | 2026-05-31 | → |
| 2287 | ROSS WEALTH ADVISORS, LLC | COLUMBUS | 304359 | $139.7M | 4 | 2026-06-30 | → |
| 2288 | MONETARY SOLUTIONS, LTD. | DAYTON | 121217 | $139.7M | 1 | 2026-03-31 | → |
| 2289 | TEZA CAPITAL MANAGEMENT LLC | CHICAGO | 173124 | $139.5M | 90 | 2026-03-31 | → |
| 2290 | PERKINS CAPITAL MANAGEMENT INC | WAYZATA | 105028 | $139.0M | 9 | 2026-03-31 | → |
| 2291 | BROOKTREE CAPITAL MANAGEMENT INC. | GRAND RAPIDS | 114173 | $138.9M | 2 | 2026-03-31 | → |
| 2292 | MFG WEALTH MANAGEMENT, INC. | INDIANAPOLIS | 125963 | $138.9M | 4 | 2026-05-31 | → |
| 2293 | CENTERSTAR ASSET MANAGEMENT, LLC | CHICAGO | 289928 | $138.6M | 8 | 2026-03-31 | → |
| 2294 | SWP INVESTMENT MANAGEMENT LLC | INDEPENDENCE | 331314 | $138.4M | 5 | 2026-03-31 | → |
| 2295 | MARK BELL ADVISORY SERVICES, INC. | CHICAGO | 107114 | $138.2M | 1 | 2026-03-31 | → |
| 2296 | AMERICAN INVESTMENT ADVISORS INC | MADISON | 104579 | $137.9M | 2 | 2026-03-31 | → |
| 2297 | LANDOLT SECURITIES, INC. | LAKE BLUFF | 28352 | $137.8M | 14 | 2026-06-30 | → |
| 2298 | KEYSTONE WEALTH MANAGEMENT INC. | WATERLOO | 304133 | $137.4M | 2 | 2026-06-30 | → |
| 2299 | SILVERHAWK CAPITAL PARTNERS, LLC | OVERLAND PARK | 161678 | $137.2M | 5 | 2026-03-31 | → |
| 2300 | DIRECTIONAL ASSET MANAGEMENT, LLC | ARLINGTON HEIGHTS | 152859 | $136.9M | 1 | 2026-03-31 | → |
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