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 | |
|---|---|---|---|---|---|---|---|
| 501 | HAMMES REALTY ADVISORS, LLC | MILWAUKEE | 165693 | $2.02B | 40 | 2026-03-31 | → |
| 502 | MARKS GROUP WEALTH MANAGEMENT, INC. | MINNETONKA | 148679 | $2.02B | 14 | 2026-03-31 | → |
| 503 | JNBA FINANCIAL ADVISORS, LLC | BLOOMINGTON | 106550 | $2.01B | 36 | 2026-03-31 | → |
| 504 | WELL DONE, LLC | HOLLAND | 173736 | $2.00B | 26 | 2026-03-31 | → |
| 505 | SILVEROAK WEALTH MANAGEMENT LLC | EDINA | 110532 | $2.00B | 23 | 2026-03-31 | → |
| 506 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | EAST PEORIA | 101080 | $1.98B | 105 | 2026-06-30 | → |
| 507 | CENTER FOR FINANCIAL PLANNING INC | SOUTHFIELD | 109599 | $1.97B | 26 | 2026-04-30 | → |
| 508 | CERES PARTNERS, LLC | SOUTH BEND | 290937 | $1.96B | 21 | 2026-04-30 | → |
| 509 | BANKERS LIFE ADVISORY SERVICES, INC. | CHICAGO | 281285 | $1.94B | 384 | 2026-03-31 | → |
| 510 | DIVERSIFIED PORTFOLIOS INC | BLOOMFIELD HILLS | 108942 | $1.94B | 19 | 2026-03-31 | → |
| 511 | ENTREPRENEURIAL EQUITY PARTNERS, L.P. | CHICAGO | 300436 | $1.93B | 19 | 2026-03-31 | → |
| 512 | MEYERS WEALTH MANAGEMENT, LLC | COLUMBUS | 289801 | $1.93B | 10 | 2026-05-31 | → |
| 513 | LANDAAS & COMPANY, LLC | MILWAUKEE | 47487 | $1.93B | 27 | 2026-03-31 | → |
| 514 | MAGNETAR ASSET MANAGEMENT LLC | EVANSTON | 285287 | $1.92B | 167 | 2026-03-31 | → |
| 515 | HEARTLAND ADVISORS, INC. | MILWAUKEE | 29433 | $1.92B | 26 | 2026-02-28 | → |
| 516 | LARAMAR MULTI-FAMILY VALUE MANAGER, LLC | CHICAGO | 161298 | $1.91B | 19 | 2026-03-31 | → |
| 517 | PREP INVESTMENT ADVISERS, L.L.C. | CHICAGO | 296631 | $1.91B | 34 | 2026-03-31 | → |
| 518 | JAG CAPITAL MANAGEMENT LLC | ST. LOUIS | 159227 | $1.90B | 21 | 2026-05-31 | → |
| 519 | TRIBUTARY CAPITAL MANAGEMENT, LLC | OMAHA | 112528 | $1.90B | 19 | 2026-04-30 | → |
| 520 | BEECKEN PETTY O'KEEFE & COMPANY, LLC | CHICAGO | 157573 | $1.90B | 17 | 2026-03-31 | → |
| 521 | BLUE VISTA CAPITAL, LLC | CHICAGO | 127001 | $1.89B | 60 | 2026-05-31 | → |
| 522 | GRANITE EQUITY PARTNERS LLC | ST. CLOUD | 158378 | $1.89B | 34 | 2026-03-31 | → |
| 523 | MODELL CAPITAL MANAGEMENT LLC | BLOOMFIELD HILLS | 339228 | $1.88B | 7 | 2026-02-28 | → |
| 524 | CAPITAL MANAGEMENT ASSOCIATES INC | MINNEAPOLIS | 105010 | $1.88B | 17 | 2026-03-31 | → |
| 525 | AXIA ADVISORY CORP | INDIANAPOLIS | 107571 | $1.88B | 4 | 2026-05-31 | → |
| 526 | BLUE CHIP PARTNERS, LLC | FARMINGTON HILLS | 132437 | $1.88B | 34 | 2026-03-31 | → |
| 527 | KLCM ADVISORS, INC. | MILWAUKEE | 107847 | $1.88B | 11 | 2026-03-31 | → |
| 528 | IAG WEALTH PARTNERS, LLC | WAUKESHA | 109721 | $1.87B | 15 | 2026-03-31 | → |
| 529 | DIVERSIFIED MANAGEMENT INC | MILWAUKEE | 106680 | $1.87B | 8 | 2026-03-31 | → |
| 530 | ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. | DETROIT | 299650 | $1.84B | 20 | 2026-03-31 | → |
| 531 | SILVER OAK SERVICES PARTNERS,LLC | EVANSTON | 160904 | $1.84B | 25 | 2026-06-30 | → |
| 532 | WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC | WESTERVILLE | 157766 | $1.83B | 8 | 2026-03-31 | → |
| 533 | HEITMAN REAL ESTATE SECURITIES LLC | CHICAGO | 107134 | $1.82B | 141 | 2026-03-31 | → |
| 534 | STRATEGIC INVESTMENT ADVISORS, LLC | NOVI | 151501 | $1.82B | 16 | 2026-06-30 | → |
| 535 | O2 INVESTMENT PARTNERS, L.P. | BLOOMFIELD HILLS | 291435 | $1.81B | 30 | 2026-04-30 | → |
| 536 | CORE INDUSTRIAL PARTNERS, LLC | CHICAGO | 293334 | $1.80B | 40 | 2026-03-31 | → |
| 537 | U.S. BANCORP ADVISORS, LLC | SAINT PAUL | 14455 | $1.80B | 379 | 2026-03-31 | → |
| 538 | PARKWOODS WEALTH PARTNERS, LLC | CLAYTON | 331565 | $1.79B | 46 | 2026-06-30 | → |
| 539 | OAK ASSOCIATES LTD | AKRON | 108874 | $1.78B | 8 | 2026-03-31 | → |
| 540 | CAHILL FINANCIAL ADVISORS, INC. | EDINA | 109890 | $1.77B | 22 | 2026-03-31 | → |
| 541 | CALIBER WEALTH MANAGEMENT, LLC | OVERLAND PARK | 331165 | $1.76B | 24 | 2026-06-30 | → |
| 542 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | NEENAH | 107630 | $1.76B | 15 | 2026-03-31 | → |
| 543 | OFS CAPITAL MANAGEMENT, LLC | CHICAGO | 153533 | $1.76B | 47 | 2026-03-31 | → |
| 544 | YUKON PARTNERS MANAGEMENT, L.L.C. | MINNEAPOLIS | 159991 | $1.75B | 19 | 2026-03-31 | → |
| 545 | CENTER ROCK CAPITAL PARTNERS, LP | CHICAGO | 291521 | $1.73B | 18 | 2026-03-31 | → |
| 546 | FELDMAN, INGARDONA & CO. | DOWNERS GROVE | 29449 | $1.73B | 6 | 2025-09-30 | → |
| 547 | SLATE ADVISORY SERVICE (US) LLC | CHICAGO | 310404 | $1.71B | 80 | 2026-03-31 | → |
| 548 | CLARKSTON CAPITAL PARTNERS, LLC | ROCHESTER | 143456 | $1.71B | 21 | 2026-03-31 | → |
| 549 | OAK RIDGE INVESTMENTS, LLC | CHICAGO | 107066 | $1.70B | 13 | 2026-05-31 | → |
| 550 | GILBERT & COOK, INC. | WEST DES MOINES | 283112 | $1.70B | 32 | 2026-06-30 | → |
| 551 | PRISM FINANCIAL GROUP, L.L.C. | OVERLAND PARK | 112315 | $1.70B | 9 | 2025-02-28 | → |
| 552 | ROTHSCHILD WEALTH LLC | OAKBROOK | 162442 | $1.70B | 27 | 2026-06-30 | → |
| 553 | SIGNAL ADVISORS WEALTH, LLC | DETROIT | 301086 | $1.69B | 37 | 2026-05-31 | → |
| 554 | CLEARWATER CAPITAL ADVISORS, LLC | HOFFMAN ESTATES | 139886 | $1.68B | 23 | 2026-05-31 | → |
| 555 | ADVYZON INVESTMENT MANAGEMENT, LLC | LISLE | 318816 | $1.68B | 21 | 2026-04-30 | → |
| 556 | KMG FIDUCIARY PARTNERS, LLC | TOLEDO | 298331 | $1.67B | 16 | 2026-05-31 | → |
| 557 | CONWAY INVESTMENT RESEARCH, LLC | SAINT LOUIS | 154659 | $1.67B | 20 | 2026-03-31 | → |
| 558 | ENERGIZE CAPITAL LLC | CHICAGO | 289047 | $1.67B | 26 | 2026-03-31 | → |
| 559 | NORTHERN TRUST SECURITIES, INC. | CHICAGO | 7927 | $1.66B | 385 | 2026-05-31 | → |
| 560 | PLATFORM INVESTMENTS, LLC | KANSAS CITY | 159261 | $1.66B | 38 | 2026-03-31 | → |
| 561 | LPC REALTY ADVISORS I, LLC | CHICAGO | 112175 | $1.65B | 9 | 2026-03-31 | → |
| 562 | STRATEGIC WEALTH PARTNERS, LTD. | INDEPENDENCE | 148586 | $1.64B | 24 | 2026-03-31 | → |
| 563 | USA FINANCIAL EXCHANGE LLC | ADA | 283466 | $1.64B | 38 | 2026-03-31 | → |
| 564 | MULLER & MONROE ASSET MANAGEMENT,LLC | CHICAGO | 132073 | $1.63B | 17 | 2026-03-31 | → |
| 565 | THE NEMES RUSH GROUP, LLC | NOVI | 312554 | $1.62B | 17 | 2026-03-31 | → |
| 566 | BLOOM ADVISORS, INC. | FARMINGTON HILLS | 106152 | $1.62B | 21 | 2026-04-30 | → |
| 567 | FORTIS CAPITAL ADVISORS, LLC | PRAIRIE VILLAGE | 309709 | $1.62B | 68 | 2026-06-30 | → |
| 568 | CREATION INVESTMENTS CAPITAL MANAGEMENT, LLC | CHICAGO | 171581 | $1.60B | 21 | 2026-03-31 | → |
| 569 | N.E.W. ADVISORY SERVICES, LLC | DE PERE | 290405 | $1.60B | 23 | 2026-03-31 | → |
| 570 | CGN ADVISORS, LLC | MANHATTAN | 159359 | $1.60B | 51 | 2026-06-30 | → |
| 571 | ACCOLADE INVESTMENT ADVISORY, LLC | COLUMBUS | 145635 | $1.60B | 6 | 2026-03-31 | → |
| 572 | PROMUS CAPITAL, LLC | CHICAGO | 147597 | $1.60B | 28 | 2025-05-31 | → |
| 573 | KAVAR CAPITAL PARTNERS GROUP, LLC | LEAWOOD | 311744 | $1.58B | 6 | 2026-03-31 | → |
| 574 | INVST, LLC | INDIANAPOLIS | 282863 | $1.57B | 65 | 2026-04-30 | → |
| 575 | PEKIN HARDY STRAUSS, INC. | CHICAGO | 107310 | $1.55B | 19 | 2026-03-31 | → |
| 576 | MURRAY FINANCIAL GROUP, LLC | ALBERT LEA | 157626 | $1.55B | 17 | 2026-02-28 | → |
| 577 | KEYSTONE CAPITAL MANAGEMENT, LP | CHICAGO | 314798 | $1.55B | 32 | 2026-03-31 | → |
| 578 | PLANNING ALTERNATIVES LTD | BIRMINGHAM | 110268 | $1.54B | 20 | 2026-03-31 | → |
| 579 | ROMANO BROTHERS AND COMPANY | EVANSTON | 3215 | $1.54B | 16 | 2026-02-28 | → |
| 580 | ROBINSON CAPITAL MANAGEMENT, LLC | GROSSE POINTE FARMS | 166182 | $1.54B | 10 | 2026-02-28 | → |
| 581 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | EDEN PRAIRIE | 284430 | $1.54B | 23 | 2026-06-30 | → |
| 582 | ANCORA RETIREMENT PLAN ADVISORS, LLC | CLEVELAND | 31256 | $1.53B | 41 | 2026-03-31 | → |
| 583 | TRIAD WEALTH PARTNERS, LLC | LAWRENCE | 326523 | $1.53B | 46 | 2026-06-30 | → |
| 584 | TRIUNE FINANCIAL PARTNERS, LLC | OVERLAND PARK | 152277 | $1.52B | 24 | 2026-03-31 | → |
| 585 | NEXT CENTURY GROWTH INVESTORS LLC | PLYMOUTH | 108978 | $1.52B | 9 | 2026-03-31 | → |
| 586 | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. | ST. CLOUD | 173790 | $1.52B | 30 | 2026-02-28 | → |
| 587 | OPUS CAPITAL GROUP, LLC | CINCINNATI | 106528 | $1.51B | 7 | 2026-03-31 | → |
| 588 | ARIEL ALTERNATIVES, LLC | CHICAGO | 314178 | $1.51B | 57 | 2026-03-31 | → |
| 589 | EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP | EXCELSIOR | 289890 | $1.51B | 25 | 2026-03-31 | → |
| 590 | ALLEN CAPITAL GROUP, LLC | GRAND ISLAND | 135879 | $1.50B | 38 | 2026-03-31 | → |
| 591 | MLG WEALTH MANAGEMENT, INC. | WOODBURY | 308193 | $1.49B | 24 | 2026-05-31 | → |
| 592 | ARCHFORD CAPITAL STRATEGIES, LLC | SWANSEA | 164482 | $1.49B | 45 | 2026-04-30 | → |
| 593 | SUNESIS ADVISORS, LLC | OVERLAND PARK | 159114 | $1.48B | 8 | 2026-03-31 | → |
| 594 | SPARTAN WEALTH ADVISORY SERVICES LLC | BINGHAM FARMS | 331719 | $1.48B | 31 | 2026-05-31 | → |
| 595 | FLEXIBLE PLAN INVESTMENTS LTD | BLOOMFIELD HILLS | 110762 | $1.48B | 68 | 2026-03-31 | → |
| 596 | ORIGAMI CAPITAL PARTNERS, LLC | CHICAGO | 160054 | $1.48B | 10 | 2026-04-30 | → |
| 597 | HORAN WEALTH, LLC | CINCINNATI | 333974 | $1.47B | 32 | 2026-06-30 | → |
| 598 | FEG PRIVATE INVESTORS, LLC | CINCINNATI | 156458 | $1.47B | 24 | 2026-03-31 | → |
| 599 | FINANCIAL COUNSELORS INC | OVERLAND PARK | 106398 | $1.47B | 22 | 2026-03-31 | → |
| 600 | REDHAWK WEALTH ADVISORS, INC. | MINNEAPOLIS | 146616 | $1.46B | 55 | 2026-06-30 | → |
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