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 | |
|---|---|---|---|---|---|---|---|
| 2301 | ORBA WEALTH ADVISORS, LLC | CHICAGO | 297351 | $136.9M | 16 | 2025-11-30 | → |
| 2302 | COORDINATED CAPITAL SECURITIES, INC. | FORT ATKINSON | 14762 | $136.8M | 31 | 2026-06-30 | → |
| 2303 | CENTRAL WEALTH MANAGEMENT LLC | MADISON | 293172 | $136.8M | 4 | 2026-04-30 | → |
| 2304 | BLACK WALNUT WEALTH MANAGEMENT, LLC | TRAVERSE CITY | 337606 | $136.8M | 2 | 2026-05-31 | → |
| 2305 | ELE ADVISORY SERVICES, INC | SOUTHFIELD | 148228 | $136.5M | 13 | 2026-03-31 | → |
| 2306 | VANWEELDEN WEALTH MANAGEMENT, LLC | WEST CHESTER TOWNSHIP | 290308 | $136.5M | 6 | 2026-03-31 | → |
| 2307 | HORIZON CAPITAL MANAGEMENT, LLC | LAKE FOREST | 132113 | $136.2M | 1 | 2026-03-31 | → |
| 2308 | MCMAHAN CAPITAL MANAGEMENT LLC | CARMEL | 109140 | $135.9M | 2 | 2026-03-31 | → |
| 2309 | BRIGHT PORTFOLIOS, LLC | LEE'S SUMMIT | 288605 | $135.7M | 4 | 2026-03-31 | → |
| 2310 | GLOBAL FINANCIAL PLANNING GROUP, LLC | TROY | 114803 | $135.3M | 5 | 2026-02-28 | → |
| 2311 | CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | LISLE | 123483 | $135.2M | 20 | 2026-03-31 | → |
| 2312 | KULT WEALTH MANAGEMENT GROUP, LLC | BROOKFIELD | 126740 | $135.1M | 2 | 2026-02-28 | → |
| 2313 | PSC FINANCIAL LLC | BLOOMINGTON | 172054 | $135.1M | 3 | 2026-03-31 | → |
| 2314 | SCHMITT WEALTH ADVISERS, CORP. | CINCINNATI | 174958 | $135.0M | 3 | 2026-04-30 | → |
| 2315 | SOUTH GEORGIA CAPITAL, LLC | NAPERVILLE | 146765 | $134.0M | 4 | 2026-03-31 | → |
| 2316 | BALANCED ASSET STRATEGIES, LTD. | LA GRANGE | 153520 | $133.6M | 3 | 2025-03-31 | → |
| 2317 | ACADIA LEGACY GROUP, LLC | CLIVE | 291481 | $133.2M | 4 | 2026-03-31 | → |
| 2318 | CLARITY FINANCIAL PLANNERS, LLC | CLAYTON | 277114 | $132.5M | 2 | 2026-03-31 | → |
| 2319 | LEGACY WEALTH ADVISORS, LLC | CLINTON TOWNSHIP | 281810 | $132.3M | 2 | 2026-03-31 | → |
| 2320 | JANSEN WEALTH MANAGEMENT LLC | ALTOONA | 317824 | $132.3M | 4 | 2026-03-31 | → |
| 2321 | PEAK FINANCIAL CONSULTING, INC. | BLOOMINGTON | 291860 | $132.3M | 2 | 2026-02-28 | → |
| 2322 | WEALTH EASE WEALTH MANAGEMENT LLC | MARSHALL | 332595 | $132.2M | 3 | 2026-03-31 | → |
| 2323 | BLUE LINE CAPITAL, LLC | CHICAGO | 304024 | $131.9M | 7 | 2026-06-30 | → |
| 2324 | LAMINAR WEALTH LLC | CLAYTON | 167867 | $131.8M | 2 | 2026-06-30 | → |
| 2325 | BISON WEALTH MANAGEMENT, LLC | LYNDHURST | 340724 | $131.0M | 4 | 2026-06-30 | → |
| 2326 | MENCH FINANCIAL INC | CINCINNATI | 106689 | $130.6M | 4 | 2026-03-31 | → |
| 2327 | LINCOLN DOUGLAS INVESTMENTS, LLC | MOUNT VERNON | 155578 | $130.5M | 27 | 2026-03-31 | → |
| 2328 | MESSMER CAPITAL ADVISORS LLC | MILFORD | 305387 | $130.4M | 4 | 2026-03-31 | → |
| 2329 | ALLIANCE OF WEALTH ADVISORS, LLC | RAPID CITY | 164428 | $130.3M | 1 | 2026-03-31 | → |
| 2330 | VERSATILE CAPITAL MANAGEMENT L.L.C. | CHICAGO | 173611 | $130.1M | 3 | 2026-03-31 | → |
| 2331 | CAPITAL CITY WEALTH MANAGEMENT, INC. | BISMARCK | 172199 | $130.0M | 6 | 2026-02-28 | → |
| 2332 | AAN WEALTH ADVISORS LLC | CANTON | 300652 | $130.0M | 10 | 2026-06-30 | → |
| 2333 | SEVEN HILLS CAPITAL ADVISORS, LLC | CINCINNATI | 175280 | $130.0M | 1 | 2026-03-31 | → |
| 2334 | BURNHAM & COMPANY LLC | GRAND RAPIDS | 319339 | $129.5M | 2 | 2026-06-30 | → |
| 2335 | PEBBLE VALLEY HOLDINGS, INC | WESTERN SPRINGS | 145664 | $129.5M | 3 | 2026-04-30 | → |
| 2336 | INTRINSIC INVESTORS LLC | WAUWATOSA | 111968 | $129.4M | 4 | 2026-01-31 | → |
| 2337 | MARCUS CAPITAL, LLC | NORTHFIELD | 130516 | $129.2M | 2 | 2026-03-31 | → |
| 2338 | JCT INVESTMENT COUNSEL, INC. | AKRON | 112571 | $129.1M | 1 | 2026-02-28 | → |
| 2339 | STEPHEN SMITH FINANCIAL INC. | SCHAUMBURG | 339402 | $129.0M | 4 | 2026-06-30 | → |
| 2340 | INFINITY ADVISORY GROUP, LLC | PORTAGE | 324723 | $128.9M | 5 | 2026-03-31 | → |
| 2341 | REVALUE LLC | GRAND RAPIDS | 165499 | $128.5M | 8 | 2026-05-31 | → |
| 2342 | BERKELEY CAPITAL MANAGEMENT, LLC | ELLSWORTH | 149229 | $128.5M | 5 | 2026-03-31 | → |
| 2343 | S CAPITAL WEALTH ADVISORS, LLC | MAHTOMEDI | 172591 | $127.5M | 7 | 2026-03-31 | → |
| 2344 | DIVVI WEALTH MANAGEMENT LLC | KANSAS CITY | 318241 | $127.4M | 4 | 2026-03-31 | → |
| 2345 | 2 KNIGHTS WEALTH MANAGEMENT, LLC | PEPPER PIKE | 307238 | $127.3M | 2 | 2026-04-30 | → |
| 2346 | AXIM WEALTH MANAGEMENT LLC | SPRINGBORO | 319618 | $127.2M | 3 | 2026-03-31 | → |
| 2347 | SYNERGY WEALTH MANAGEMENT, LLC | GRAND RAPIDS | 174633 | $127.1M | 3 | 2026-03-31 | → |
| 2348 | HICKORY WEALTH MANAGEMENT, LLC | SPRINGFIELD | 298475 | $126.5M | 4 | 2026-03-31 | → |
| 2349 | INVESTMENT OFFICE RESOURCES, LLC | CLAYTON | 311647 | $126.5M | 11 | 2026-02-28 | → |
| 2350 | FORTITUDE PRIVATE WEALTH INC. | CARMEL | 290074 | $126.5M | 2 | 2026-03-31 | → |
| 2351 | FINANCIAL EMPOWERMENT LLC | BURNSVILLE | 131425 | $126.4M | 2 | 2026-03-31 | → |
| 2352 | BCM CAPITAL MANAGEMENT LLC | NORTHFIELD | 337570 | $126.3M | 3 | 2026-03-31 | → |
| 2353 | CAPITAL WEALTH ADVISORS, LTD. | WEST BEND | 155263 | $126.1M | 2 | 2026-03-31 | → |
| 2354 | SIGNIFICANT WEALTH PARTNERS LLC | CARY | 293060 | $126.1M | 8 | 2026-03-31 | → |
| 2355 | BSC CAPITAL PARTNERS, LLC | WEST DES MOINES | 284338 | $125.8M | 5 | 2026-06-30 | → |
| 2356 | BREAKTHRU ADVISORY SERVICES, LLC | MUSKEGO | 332173 | $125.7M | 4 | 2026-06-30 | → |
| 2357 | ODA AND COMPANY, INC. | MEDINA | 119952 | $125.6M | 3 | 2026-03-31 | → |
| 2358 | DEMERS CONSTANCE ELAINE | COLUMBUS | 106702 | $125.3M | 2 | 2026-05-31 | → |
| 2359 | KONZA GLOBAL ADVISORY, LLC | OVERLAND PARK | 331692 | $125.2M | 2 | 2026-05-31 | → |
| 2360 | INSTITUTIONAL INVESTMENT CONSULTING | BLOOMFIELD HILLS | 168705 | $125.0M | 13 | 2026-02-28 | → |
| 2361 | WOLF FINANCIAL ADVISORS LLC | PEKIN | 146080 | $124.9M | 1 | 2026-06-30 | → |
| 2362 | CAPTIAL ADVISOR NETWORK | LAFAYETTE | 297578 | $124.5M | 18 | 2026-03-31 | → |
| 2363 | STREAMSONG ADVISORS, LLC | GRAND RAPIDS | 168250 | $124.4M | 5 | 2026-04-30 | → |
| 2364 | TITAN INVESTMENT MANAGEMENT LLC | INDIANAPOLIS | 291148 | $123.9M | 4 | 2026-03-31 | → |
| 2365 | IOWA WEALTH MANAGEMENT, LLC | WEST DES MOINES | 286435 | $123.9M | 4 | 2026-02-28 | → |
| 2366 | MIDWEST FINANCIAL ASSOCIATES, INC. | ROCKFORD | 158573 | $123.9M | 4 | 2026-03-31 | → |
| 2367 | DALY INVESTMENT MANAGEMENT, LLC | MOUNT PROSPECT | 149980 | $123.5M | 1 | 2026-06-30 | → |
| 2368 | LANG & BECKER, INC. | WASHINGTON | 137346 | $123.2M | 2 | 2026-04-30 | → |
| 2369 | LEGACY FINANCIAL SERVICES GROUP, INC. | TRAVERSE CITY | 140514 | $122.8M | 2 | 2026-05-31 | → |
| 2370 | MAYNERICH FINANCIAL | VIRDEN | 331546 | $122.5M | 6 | 2026-03-31 | → |
| 2371 | CASTLEBAR ASSET MANAGEMENT, LLC | OVERLAND PARK | 162231 | $122.5M | 4 | 2026-05-31 | → |
| 2372 | COAST ADVISORY LLC | EAST TROY | 340229 | $122.5M | 2 | 2026-06-30 | → |
| 2373 | FNEX WEALTH, LLC | INDIANAPOLIS | 334569 | $122.3M | 2 | 2026-04-30 | → |
| 2374 | ARBOR FINANCIAL SERVICES, LLC | DOWNERS GROVE | 150713 | $122.2M | 5 | 2026-02-28 | → |
| 2375 | LAUREATE WEALTH MANAGEMENT, LLC | GLEN ELLYN | 172519 | $121.9M | 6 | 2026-05-31 | → |
| 2376 | ENCORE WEALTH ADVISORS, LLC | MORRIS | 336566 | $121.7M | 4 | 2026-04-30 | → |
| 2377 | BLUE HAVEN CAPITAL, LLC | GENEVA | 141738 | $121.5M | 2 | 2026-03-31 | → |
| 2378 | REGAL ADVISORY SERVICES, INC. | GLENVIEW | 123842 | $121.4M | 25 | 2026-03-31 | → |
| 2379 | PATHFINDER WEALTH MANAGEMENT, INC. | ROCKFORD | 122768 | $121.4M | 5 | 2026-03-31 | → |
| 2380 | 4SIGHT WEALTH ADVISORS LLC | SKOKIE | 286127 | $121.2M | 1 | 2026-05-31 | → |
| 2381 | GENESIS ADVISORS, LLC | FISHERS | 151976 | $121.2M | 4 | 2026-02-28 | → |
| 2382 | ALLEN FINANCIAL MANAGEMENT, LLC | OXFORD | 153511 | $121.2M | 1 | 2026-03-31 | → |
| 2383 | GUDORF FINANCIAL GROUP, LLC | DAYTON | 339836 | $121.1M | 4 | 2026-05-31 | → |
| 2384 | SYMMETRY WEALTH MANAGEMENT, LLC | MOUNT PROSPECT | 297002 | $120.9M | 2 | 2026-05-31 | → |
| 2385 | VAN WINKLE WEALTH MANAGEMENT GROUP LLC | NEWARK | 134813 | $120.8M | 1 | 2026-06-30 | → |
| 2386 | WEBER CONTRACTING, LLC | CHANHASSEN | 133181 | $120.6M | 2 | 2026-06-30 | → |
| 2387 | TROTT BROOK FINANCIAL, INC. | ANOKA | 290962 | $120.5M | 3 | 2026-04-30 | → |
| 2388 | ADVANCED PLANNING ADVISORS GROUP INC. | NAPERVILLE | 313101 | $120.4M | 2 | 2026-04-30 | → |
| 2389 | STONEFIELD INVESTMENT ADVISORY, INC. | CEDAR RAPIDS | 113802 | $120.3M | 2 | 2026-01-31 | → |
| 2390 | WESTERN RESERVE CAPITAL MANAGEMENT, LLC | HUDSON | 329811 | $120.2M | 2 | 2026-01-31 | → |
| 2391 | ABENS FINANCIAL SERVICES INC | EDINA | 106604 | $120.1M | 3 | 2026-03-31 | → |
| 2392 | HINSDALE ASSOCIATES, INC. | HINSDALE | 108293 | $120.1M | 2 | 2026-02-28 | → |
| 2393 | SUMMIT WEALTH MANAGEMENT LLC | AKRON | 226722 | $120.1M | 3 | 2026-05-31 | → |
| 2394 | K2 WEALTH MANAGEMENT LLC | CHICAGO | 332264 | $120.0M | 4 | 2026-04-30 | → |
| 2395 | OPTIMAL CAPITAL ADVISORS, LLC | TRAVERSE CITY | 144719 | $119.9M | 2 | 2026-03-31 | → |
| 2396 | COPPERWOOD FINANCIAL, INC. | BURR RIDGE | 310859 | $119.6M | 3 | 2026-03-31 | → |
| 2397 | COX FINANCIAL GROUP INC | DUBLIN | 173691 | $119.5M | 4 | 2026-05-31 | → |
| 2398 | ENGAGE WEALTH GROUP, LLC | NORTHFIELD | 307915 | $119.5M | 3 | 2026-06-30 | → |
| 2399 | YUNISTONE INVESTMENT GROUP, LLC | CHICAGO | 149728 | $119.5M | 1 | 2026-02-28 | → |
| 2400 | BOULEVARD WEALTH MANAGEMENT, INC. | BLOOMINGTON | 164423 | $119.5M | 5 | 2026-04-30 | → |
Related Lists
Sleeve2,567 firms · 2026-06-30