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 | |
|---|---|---|---|---|---|---|---|
| 301 | CLEARWATER MANAGEMENT CO., INC. | ST PAUL | 105307 | $4.68B | 1 | 2026-03-31 | → |
| 302 | CAPITAL ASSET ADVISORY SERVICES, LLC. | WILLIAMSTON | 110929 | $4.64B | 136 | 2026-03-31 | → |
| 303 | ANCORA ADVISORS LLC | MAYFIELD HEIGHTS | 124674 | $4.61B | 46 | 2026-03-31 | → |
| 304 | BAKER TILLY WEALTH MANAGEMENT, LLC | MADISON | 167811 | $4.60B | 32 | 2026-01-31 | → |
| 305 | BTC CAPITAL MANAGEMENT, INC. | DES MOINES | 127158 | $4.60B | 17 | 2026-03-31 | → |
| 306 | CASTLEARK MANAGEMENT LLC | CHICAGO | 109587 | $4.59B | 28 | 2026-04-30 | → |
| 307 | THOMPSON STREET CAPITAL MANAGER LLC | ST. LOUIS | 156679 | $4.57B | 43 | 2026-03-31 | → |
| 308 | WAUD CAPITAL PARTNERS, LLC | CHICAGO | 160632 | $4.56B | 65 | 2026-03-31 | → |
| 309 | GOELZER INVESTMENT MANAGEMENT, INC. | CARMEL | 44402 | $4.51B | 34 | 2026-03-31 | → |
| 310 | EVANSTON CAPITAL MANAGEMENT, LLC | EVANSTON | 120338 | $4.49B | 28 | 2026-03-31 | → |
| 311 | OSAIC FS, INC. | FORT WAYNE | 3870 | $4.48B | 655 | 2025-01-31 | → |
| 312 | ELEMENTUM ADVISORS, LLC | CHICAGO | 151635 | $4.48B | 39 | 2026-03-31 | → |
| 313 | CX INSTITUTIONAL, LLC | AUBURN | 292627 | $4.46B | 130 | 2026-03-31 | → |
| 314 | BLUESPRUCE INVESTMENTS, LP | CHICAGO | 167311 | $4.45B | 10 | 2026-03-31 | → |
| 315 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | CHICAGO | 337770 | $4.42B | 130 | 2026-03-31 | → |
| 316 | ACCREDITED INVESTORS INC | EDINA | 105439 | $4.41B | 53 | 2026-03-31 | → |
| 317 | C2P CAPITAL ADVISORY GROUP, LLC | WESTLAKE | 156480 | $4.39B | 244 | 2026-03-31 | → |
| 318 | DRIVE CAPITAL LLC | COLUMBUS | 169002 | $4.38B | 30 | 2026-06-30 | → |
| 319 | ADVISORY ALPHA, LLC | HOLLAND | 158282 | $4.37B | 66 | 2026-03-31 | → |
| 320 | INVESCO INVESTMENT ADVISERS LLC | DOWNERS GROVE | 104885 | $4.37B | 27 | 2026-03-31 | → |
| 321 | WATERTON INVESTMENT ADVISER, L.L.C. | CHICAGO | 285602 | $4.33B | 226 | 2026-06-30 | → |
| 322 | NORTHCREST ASSET MANAGEMENT LLC | PLYMOUTH | 300366 | $4.33B | 12 | 2026-03-31 | → |
| 323 | PCA INVESTMENT ADVISORY SERVICES, INC. | CINCINNATI | 123475 | $4.31B | 15 | 2026-03-31 | → |
| 324 | NICOLET ADVISORY SERVICES, LLC | GREEN BAY | 283940 | $4.29B | 75 | 2026-03-31 | → |
| 325 | AARON WEALTH ADVISORS LLC | CHICAGO | 298079 | $4.29B | 16 | 2026-05-31 | → |
| 326 | BEACON CAPITAL MANAGEMENT, INC. | DAYTON | 120641 | $4.26B | 44 | 2026-03-31 | → |
| 327 | CHANNING CAPITAL MANAGEMENT, LLC | CHICAGO | 128450 | $4.25B | 20 | 2026-03-31 | → |
| 328 | BAXTER CAPITAL MANAGEMENT INC | INDIANAPOLIS | 105123 | $4.19B | 3 | 2026-03-31 | → |
| 329 | THE RETIREMENT PLANNING GROUP, LLC | LEAWOOD | 129625 | $4.16B | 78 | 2026-06-30 | → |
| 330 | GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | CHICAGO | 129288 | $4.12B | 5 | 2026-03-31 | → |
| 331 | PERFORMANCE WEALTH PARTNERS, LLC | HINSDALE | 311735 | $4.09B | 15 | 2026-06-30 | → |
| 332 | FREEPORT FINANCIAL PARTNERS LLC | CHICAGO | 166682 | $4.07B | 24 | 2026-03-31 | → |
| 333 | PEREGRINE CAPITAL MANAGEMENT, LLC | MINNEAPOLIS | 110052 | $4.07B | 28 | 2026-03-31 | → |
| 334 | PROMANAGE, LLC | CHICAGO | 133357 | $4.06B | 9 | 2026-06-30 | → |
| 335 | AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | BLOOMFIELD HILLS | 319062 | $3.99B | 25 | 2026-03-31 | → |
| 336 | ARGENT CAPITAL MANAGEMENT LLC | CLAYTON | 107930 | $3.99B | 23 | 2026-03-31 | → |
| 337 | CORECAP ADVISORS, LLC | SOUTHFIELD | 158819 | $3.99B | 116 | 2026-03-31 | → |
| 338 | WINTHROP CAPITAL MANAGEMENT, LLC | CARMEL | 145216 | $3.97B | 29 | 2026-03-31 | → |
| 339 | SCHECHTER INVESTMENT ADVISORS, LLC | BIRMINGHAM | 169114 | $3.94B | 30 | 2025-04-30 | → |
| 340 | ANCORA PRIVATE WEALTH ADVISORS, LLC | CLEVELAND | 124845 | $3.90B | 53 | 2026-04-30 | → |
| 341 | TWO WEST CAPITAL ADVISORS LLC | OVERLAND PARK | 154543 | $3.89B | 15 | 2026-05-31 | → |
| 342 | ATTUCKS ASSET MANAGEMENT, LLC | CHICAGO | 118891 | $3.86B | 12 | 2026-03-31 | → |
| 343 | BFC PLANNING, INC. | CEDAR RAPIDS | 119682 | $3.84B | 200 | 2026-03-31 | → |
| 344 | NORWEST CAPITAL ADVISORS, LLC | MINNEAPOLIS | 323642 | $3.84B | 40 | 2026-04-30 | → |
| 345 | MATTER, LLC | ST LOUIS | 106806 | $3.81B | 55 | 2026-03-31 | → |
| 346 | CARLSON CAPITAL MANAGEMENT, LLC | NORTHFIELD | 281544 | $3.81B | 78 | 2025-03-31 | → |
| 347 | SENIORS HOUSING FUND MANAGER LLC | TOLEDO | 334006 | $3.79B | 40 | 2026-03-31 | → |
| 348 | SCHWARTZ INVESTMENT COUNSEL INC | PLYMOUTH | 104693 | $3.79B | 20 | 2026-03-31 | → |
| 349 | FAS WEALTH PARTNERS, INC. | LEAWOOD | 109796 | $3.78B | 33 | 2026-02-28 | → |
| 350 | M-ONE CAPITAL MANAGEMENT, LLC | OMAHA | 158782 | $3.77B | 31 | 2026-05-31 | → |
| 351 | FOREST CAPITAL MANAGEMENT, LLC | CHICAGO | 171659 | $3.75B | 11 | 2026-03-31 | → |
| 352 | AUSDAL FINANCIAL PARTNERS, INC. | DAVENPORT | 7995 | $3.73B | 306 | 2026-04-30 | → |
| 353 | PROTERRA INVESTMENT PARTNERS LP | MINNEAPOLIS | 282051 | $3.71B | 61 | 2026-05-31 | → |
| 354 | WEALTH MANAGEMENT NEBRASKA LLC | NORFOLK | 137080 | $3.71B | 61 | 2026-06-30 | → |
| 355 | THURSTON SPRINGER ADVISORS, LLC | INDIANAPOLIS | 299201 | $3.68B | 93 | 2025-11-30 | → |
| 356 | VICTORY PARK CAPITAL ADVISORS, LLC | CHICAGO | 161079 | $3.65B | 60 | 2026-03-31 | → |
| 357 | CM WEALTH ADVISORS LLC | BEACHWOOD | 119467 | $3.60B | 24 | 2026-03-31 | → |
| 358 | CRESSEY & COMPANY LP | CHICAGO | 155606 | $3.55B | 47 | 2026-03-31 | → |
| 359 | STEELE CAPITAL MANAGEMENT, INC. | DUBUQUE | 107097 | $3.55B | 15 | 2026-03-31 | → |
| 360 | SIT INVESTMENT ASSOCIATES, INC | MINNEAPOLIS | 105725 | $3.54B | 73 | 2026-06-30 | → |
| 361 | RETIREMENT PLAN ADVISORS, LLC | CHICAGO | 122758 | $3.54B | 47 | 2026-03-31 | → |
| 362 | VISIONARY WEALTH ADVISORS, LLC | ST. LOUIS | 169610 | $3.54B | 74 | 2026-03-31 | → |
| 363 | DONALDSON CAPITAL MANAGEMENT LLC | EVANSVILLE | 106131 | $3.46B | 68 | 2026-04-30 | → |
| 364 | NORTH STAR ASSET MANAGEMENT INC | NEENAH | 106489 | $3.35B | 19 | 2026-05-31 | → |
| 365 | RED CEDAR INVESTMENT MANAGEMENT, LLC | GRAND RAPIDS | 170939 | $3.33B | 18 | 2026-05-31 | → |
| 366 | MEEDER ASSET MANAGEMENT, INC | DUBLIN | 105794 | $3.33B | 52 | 2026-03-31 | → |
| 367 | ARIS INVESTING LLC | GLENVIEW | 325320 | $3.31B | 32 | 2026-06-30 | → |
| 368 | STRATOS INVESTMENT MANAGEMENT, LLC | BEACHWOOD | 283850 | $3.31B | 89 | 2026-06-30 | → |
| 369 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | CHICAGO | 106201 | $3.30B | 17 | 2026-03-31 | → |
| 370 | PRAXIS INVESTMENT MANAGEMENT, INC. | GOSHEN | 105675 | $3.30B | 14 | 2026-03-31 | → |
| 371 | STRATEGIES WEALTH ADVISORS, LLC | GRAND RAPIDS | 289913 | $3.29B | 31 | 2026-04-30 | → |
| 372 | WHITETAIL ROCK CAPITAL MANAGEMENT, LLC | LINCOLN | 156675 | $3.28B | 3 | 2026-03-31 | → |
| 373 | GLASFUNDS, LLC | CLEVELAND | 150884 | $3.28B | 36 | 2026-03-31 | → |
| 374 | RUBINBROWN ADVISORS LLC | ST. LOUIS | 116909 | $3.27B | 23 | 2025-11-30 | → |
| 375 | SBB RESEARCH GROUP LLC | NORTHBROOK | 161109 | $3.26B | 28 | 2026-05-31 | → |
| 376 | LINCOLN ADVISORY GROUP, LLC | CHICAGO | 114003 | $3.22B | 11 | 2026-03-31 | → |
| 377 | GCP INVESTMENT ADVISOR, LLC | CHICAGO | 171093 | $3.22B | 70 | 2026-03-31 | → |
| 378 | LUTZ FINANCIAL SERVICES, LLC | OMAHA | 117273 | $3.19B | 22 | 2026-03-31 | → |
| 379 | EHLERS INVESTMENT PARTNERS, LLC | MINNEAPOLIS | 146385 | $3.17B | 13 | 2025-09-30 | → |
| 380 | BURFORD CAPITAL INVESTMENT MANAGEMENT LLC | CHICAGO | 167365 | $3.17B | 170 | 2026-03-31 | → |
| 381 | MIDLAND WEALTH ADVISORS, LLC | EFFINGHAM | 324997 | $3.16B | 32 | 2026-04-30 | → |
| 382 | NORTH SQUARE INVESTMENTS, LLC | CHICAGO | 294355 | $3.15B | 27 | 2026-05-31 | → |
| 383 | ON INVESTMENT MANAGEMENT CO | CINCINNATI | 105662 | $3.15B | 196 | 2026-04-30 | → |
| 384 | ADVISORNET FINANCIAL, INC. | MINNETONKA | 113074 | $3.15B | 131 | 2026-03-31 | → |
| 385 | SRH ADVISORS, LLC | SALINA | 148479 | $3.15B | 9 | 2026-03-31 | → |
| 386 | FAIRCOURT PARTNERS, LLC | LAKE BLUFF | 295508 | $3.12B | 4 | 2026-05-31 | → |
| 387 | ROUNDTABLE HEALTHCARE MANAGEMENT, INC | LAKE FOREST | 161235 | $3.12B | 32 | 2026-03-31 | → |
| 388 | FIVE ELMS CAPITAL MANAGEMENT, LLC | KANSAS CITY | 163548 | $3.12B | 69 | 2026-06-30 | → |
| 389 | BPS CAPITAL MANAGEMENT, INC. | BLOOMINGTON | 120006 | $3.10B | 5 | 2026-01-31 | → |
| 390 | THOMPSON INVESTMENT MANAGEMENT, INC. | MADISON | 129609 | $3.08B | 17 | 2026-03-31 | → |
| 391 | PITTENGER & ANDERSON INC | LINCOLN | 111033 | $3.03B | 14 | 2026-01-31 | → |
| 392 | CHESLEY, TAFT & ASSOCIATES, LLC | CHICAGO | 111578 | $3.01B | 18 | 2026-03-31 | → |
| 393 | WP GLOBAL PARTNERS LLC | CHICAGO | 135689 | $3.01B | 25 | 2026-04-30 | → |
| 394 | FAIRWAY WEALTH LLC | INDEPENDENCE | 311031 | $2.98B | 23 | 2026-03-31 | → |
| 395 | MARCUM WEALTH, LLC | CLEVELAND | 134628 | $2.97B | 38 | 2025-05-31 | → |
| 396 | RETIREMENT INCOME SOLUTIONS, INC. | ANN ARBOR | 110145 | $2.97B | 26 | 2026-05-31 | → |
| 397 | RESONANT CAPITAL ADVISORS, LLC | MADISON | 298451 | $2.96B | 25 | 2026-06-30 | → |
| 398 | BERGER FINANCIAL GROUP, INC. | PLYMOUTH | 308174 | $2.95B | 89 | 2026-03-31 | → |
| 399 | CREATIVE FINANCIAL DESIGNS, INC. | KOKOMO | 109032 | $2.94B | 170 | 2026-03-31 | → |
| 400 | SJS INVESTMENT CONSULTING INC | SYLVANIA | 107219 | $2.94B | 25 | 2026-06-30 | → |
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