Registered investment advisers in Illinois
674 firms in Illinois representing $7.9T in assets under management, sourced from public SEC Form ADV filings.
Cities
Northern Trust Investments, Incorporated
Chicago, IL · Est. 1988
- AUM
- $1.2T
- Per adviser
- $5.7B
- Advisers
- 219
Invesco Capital Management LLC
Downers Grove, IL · Est. 2003
- AUM
- $941.0B
- Per adviser
- $24.1B
- Advisers
- 39
No reported disclosures
First Trust Advisors LP
Wheaton, IL · Est. 1991
- AUM
- $309.2B
- Per adviser
- $2.2B
- Advisers
- 143
Nuveen Asset Management, LLC
Chicago, IL · Est. 2010
- AUM
- $280.5B
- Per adviser
- $948M
- Advisers
- 296
No reported disclosures
L&G - Asset Management, America
Chicago, IL · Est. 2009
- AUM
- $267.2B
- Per adviser
- $2.6B
- Advisers
- 104
No reported disclosures
Cetera Investment Advisers LLC
Schaumburg, IL · Est. 1984
- AUM
- $256.8B
- Per adviser
- $28M
- Advisers
- 9,049
No reported disclosures
Balyasny Asset Management L.P.
Chicago, IL · Est. 2006
- AUM
- $248.1B
- Per adviser
- $242M
- Advisers
- 1,026
Hightower Advisors, LLC
Chicago, IL · Est. 2008
- AUM
- $198.6B
- Per adviser
- $208M
- Advisers
- 953
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL · Est. 2008
- AUM
- $194.8B
- Per adviser
- $894M
- Advisers
- 218
No reported disclosures
Nuveen Fund Advisors, LLC
Chicago, IL · Est. 1978
- AUM
- $186.3B
- Per adviser
- $7.5B
- Advisers
- 25
No reported disclosures
Thoma Bravo
Chicago, IL · Est. 2012
- AUM
- $182.9B
- Per adviser
- $2.1B
- Advisers
- 89
No reported disclosures
Gc Advisors LLC
Chicago, IL · Est. 2009
- AUM
- $177.9B
- Per adviser
- $649M
- Advisers
- 274
No reported disclosures
Corient
Miami, IL · Est. 2022
- AUM
- $165.3B
- Per adviser
- $267M
- Advisers
- 620
Aon Investments USA INC.
Chicago, IL · Est. 1982
- AUM
- $151.0B
- Per adviser
- $609M
- Advisers
- 248
Gc Opal Advisors LLC
Chicago, IL · Est. 2017
- AUM
- $124.3B
- Per adviser
- $406M
- Advisers
- 306
No reported disclosures
Harris | Oakmark
Chicago, IL · Est. 1995
- AUM
- $109.5B
- Per adviser
- $2.5B
- Advisers
- 43
No reported disclosures
Lsv Asset Management
Chicago, IL · Est. 1994
- AUM
- $104.2B
- Per adviser
- $6.9B
- Advisers
- 15
No reported disclosures
Fiducient Advisors LLC
Chicago, IL · Est. 1995
- AUM
- $97.5B
- Per adviser
- $1.3B
- Advisers
- 78
No reported disclosures
Gcm Grosvenor L.P.
Chicago, IL · Est. 1997
- AUM
- $95.5B
- Per adviser
- $575M
- Advisers
- 166
No reported disclosures
Ppm America INC
Chicago, IL · Est. 1992
- AUM
- $93.8B
- Per adviser
- $802M
- Advisers
- 117
No reported disclosures
Morningstar Investment Management LLC
Chicago, IL · Est. 1999
- AUM
- $87.8B
- Per adviser
- $1.7B
- Advisers
- 52
No reported disclosures
Cresset Asset Management, LLC
Chicago, IL · Est. 2017
- AUM
- $78.9B
- Per adviser
- $422M
- Advisers
- 187
No reported disclosures
Blue Owl Real Estate Capital LLC
Chicago, IL · Est. 2012
- AUM
- $67.9B
- Per adviser
- $522M
- Advisers
- 130
No reported disclosures
Cibc Private Wealth Advisors, INC.
Chicago, IL · Est. 2000
- AUM
- $67.8B
- Per adviser
- $308M
- Advisers
- 220
No reported disclosures
Harbor Capital Advisors, INC.
Chicago, IL · Est. 2001
- AUM
- $67.6B
- Per adviser
- $2.7B
- Advisers
- 25
No reported disclosures
Adams Street Partners, LLC
Chicago, IL · Est. 2000
- AUM
- $66.5B
- Per adviser
- $350M
- Advisers
- 190
No reported disclosures
William Blair Investment Management, LLC
Chicago, IL · Est. 2014
- AUM
- $65.6B
- Per adviser
- $462M
- Advisers
- 142
William Blair & Company L.L.C.
Chicago, IL · Est. 1947
- AUM
- $64.3B
- Per adviser
- $278M
- Advisers
- 231
Towers Watson Investment Services, INC.
Chicago, IL · Est. 1994
- AUM
- $62.7B
- Per adviser
- $269M
- Advisers
- 233
No reported disclosures
Valor Equity Partners
Chicago, IL · Est. 2012
- AUM
- $59.3B
- Per adviser
- $872M
- Advisers
- 68
No reported disclosures
Bdt Capital Partners
Chicago, IL · Est. 2012
- AUM
- $51.5B
- Per adviser
- $223M
- Advisers
- 231
No reported disclosures
Mesirow Financial Investment Management, INC.
Chicago, IL · Est. 1986
- AUM
- $50.4B
- Per adviser
- $435M
- Advisers
- 116
No reported disclosures
Savant Wealth Management
Rockford, IL · Est. 1993
- AUM
- $49.6B
- Per adviser
- $208M
- Advisers
- 238
No reported disclosures
Gtcr LLC
Chicago, IL · Est. 2012
- AUM
- $48.6B
- Per adviser
- $491M
- Advisers
- 99
No reported disclosures
Antares Capital Advisers LLC
Chicago, IL · Est. 2015
- AUM
- $47.4B
- Per adviser
- $197M
- Advisers
- 240
No reported disclosures
Marquette Associates, INC.
Chicago, IL · Est. 1997
- AUM
- $47.1B
- Per adviser
- $735M
- Advisers
- 64
No reported disclosures
Calamos Advisors LLC
Naperville, IL · Est. 1987
- AUM
- $43.9B
- Per adviser
- $385M
- Advisers
- 114
No reported disclosures
Alyeska Investment Group, L.P.
Chicago, IL · Est. 2010
- AUM
- $41.7B
- Per adviser
- $1.1B
- Advisers
- 38
No reported disclosures
Milliman Financial Risk Management LLC
Chicago, IL · Est. 2012
- AUM
- $40.3B
- Per adviser
- $299M
- Advisers
- 135
No reported disclosures
Rreef America L.L.C.
Chicago, IL · Est. 1998
- AUM
- $34.3B
- Per adviser
- $260M
- Advisers
- 132
No reported disclosures
Magnetar Financial LLC
Evanston, IL · Est. 2005
- AUM
- $32.0B
- Per adviser
- $500M
- Advisers
- 64
No reported disclosures
Ptma Investment Advisors
Naperville, IL · Est. 2019
- AUM
- $30.6B
- Per adviser
- $378M
- Advisers
- 81
No reported disclosures
Innovator Capital Management, LLC
Wheaton, IL · Est. 2017
- AUM
- $30.2B
- Per adviser
- $5.0B
- Advisers
- 6
Aam
Chicago, IL · Est. 2001
- AUM
- $27.5B
- Per adviser
- $916M
- Advisers
- 30
No reported disclosures
Allstate Investment Management Company
Chicago, IL · Est. 1987
- AUM
- $26.5B
- Per adviser
- $222M
- Advisers
- 119
No reported disclosures
Cfi Partners
Chicago, IL · Est. 2011
- AUM
- $26.3B
- Per adviser
- $1.1B
- Advisers
- 23
No reported disclosures
Driehaus Capital Management LLC
Chicago, IL · Est. 1983
- AUM
- $26.1B
- Per adviser
- $967M
- Advisers
- 27
No reported disclosures
Segall Bryant & Hamill
Chicago, IL · Est. 1994
- AUM
- $22.6B
- Per adviser
- $444M
- Advisers
- 51
No reported disclosures
Madison Dearborn Partners
Chicago, IL · Est. 2012
- AUM
- $20.7B
- Per adviser
- $391M
- Advisers
- 53
No reported disclosures
Harrison Street Advisors, LLC
Chicago, IL · Est. 2011
- AUM
- $20.2B
- Per adviser
- $90M
- Advisers
- 225
No reported disclosures
Choreo, LLC
Rockford, IL · Est. 2011
- AUM
- $19.1B
- Per adviser
- $197M
- Advisers
- 97
No reported disclosures
Monroe Capital Management Advisors LLC
Chicago, IL · Est. 2012
- AUM
- $18.6B
- Per adviser
- $235M
- Advisers
- 79
Amplify Etfs
Lisle, IL · Est. 2015
- AUM
- $17.7B
- Per adviser
- $3.5B
- Advisers
- 5
No reported disclosures
Geowealth Management LLC
Chicago, IL · Est. 2010
- AUM
- $17.6B
- Per adviser
- $879M
- Advisers
- 20
No reported disclosures
Great Lakes Advisors, LLC
Chicago, IL · Est. 1982
- AUM
- $16.2B
- Per adviser
- $437M
- Advisers
- 37
No reported disclosures
50 South Capital Advisors, LLC
Chicago, IL · Est. 2015
- AUM
- $16.1B
- Per adviser
- $374M
- Advisers
- 43
No reported disclosures
Wolverine Asset Management, LLC
Chicago, IL · Est. 2011
- AUM
- $14.8B
- Per adviser
- $741M
- Advisers
- 20
No reported disclosures
Zacks Investment Management, INC.
Chicago, IL · Est. 1992
- AUM
- $14.6B
- Per adviser
- $1.3B
- Advisers
- 11
No reported disclosures
M&G Investments (USA) INC.
Chicago, IL · Est. 2020
- AUM
- $14.3B
- Per adviser
- $682M
- Advisers
- 21
The Vistria Group, LP
Chicago, IL · Est. 2013
- AUM
- $14.0B
- Per adviser
- $219M
- Advisers
- 64
No reported disclosures
Linden Capital Partners
Chicago, IL · Est. 2012
- AUM
- $13.9B
- Per adviser
- $297M
- Advisers
- 47
No reported disclosures
Gresham Partners, LLC
Chicago, IL · Est. 1997
- AUM
- $13.8B
- Per adviser
- $531M
- Advisers
- 26
No reported disclosures
Dolan Mceniry Capital Management LLC
Chicago, IL · Est. 1997
- AUM
- $13.8B
- Per adviser
- $1.3B
- Advisers
- 11
No reported disclosures
Partners Enterprise Capital LLC
Chicago, IL · Est. 2019
- AUM
- $13.5B
- Per adviser
- $2.2B
- Advisers
- 6
No reported disclosures
The Mather Group, LLC
Chicago, IL · Est. 2011
- AUM
- $13.4B
- Per adviser
- $139M
- Advisers
- 97
No reported disclosures
State Farm Investment Management Corp.
Bloomington, IL · Est. 1971
- AUM
- $12.9B
- Per adviser
- $2M
- Advisers
- 7,930
Ariel Investments, LLC
Chicago, IL · Est. 1983
- AUM
- $12.8B
- Per adviser
- $426M
- Advisers
- 30
No reported disclosures
Brookstone Capital Management LLC
Wheaton, IL · Est. 2007
- AUM
- $12.8B
- Per adviser
- $40M
- Advisers
- 320
Duff & Phelps Investment Management Co.
Chicago, IL · Est. 1979
- AUM
- $12.7B
- Per adviser
- $490M
- Advisers
- 26
No reported disclosures
First Trust Capital Management L.P.
Chicago, IL · Est. 2022
- AUM
- $12.3B
- Per adviser
- $512M
- Advisers
- 24
No reported disclosures
Christian Brothers Investment Services, INC.
Chicago, IL · Est. 1981
- AUM
- $11.9B
- Per adviser
- $4.0B
- Advisers
- 3
No reported disclosures
Evergreen Investment Advisors
Chicago, IL · Est. 2005
- AUM
- $11.6B
- Per adviser
- $725M
- Advisers
- 16
No reported disclosures
Curi Capital, LLC
Chicago, IL · Est. 2005
- AUM
- $11.6B
- Per adviser
- $109M
- Advisers
- 106
No reported disclosures
Lasalle Investment Management
Chicago, IL · Est. 1983
- AUM
- $11.5B
- Per adviser
- $157M
- Advisers
- 73
No reported disclosures
Pt Asset Management, LLC
Chicago, IL · Est. 1994
- AUM
- $11.3B
- Per adviser
- $709M
- Advisers
- 16
No reported disclosures
Readystate Asset Management
Chicago, IL · Est. 2022
- AUM
- $10.3B
- Per adviser
- $446M
- Advisers
- 23
No reported disclosures
Bmo Family Office, LLC
Chicago, IL · Est. 1999
- AUM
- $10.0B
- Per adviser
- $133M
- Advisers
- 75
No reported disclosures
Spiderrock Advisors, LLC
Chicago, IL · Est. 2014
- AUM
- $9.8B
- Per adviser
- $229M
- Advisers
- 43
No reported disclosures
Iht Wealth Management LLC
Chicago, IL · Est. 2014
- AUM
- $9.8B
- Per adviser
- $64M
- Advisers
- 153
No reported disclosures
Walton Street Capital, L.L.C.
Chicago, IL · Est. 2008
- AUM
- $9.8B
- Per adviser
- $168M
- Advisers
- 58
No reported disclosures
Altair Advisers, LLC
Chicago, IL · Est. 2002
- AUM
- $9.8B
- Per adviser
- $287M
- Advisers
- 34
No reported disclosures
Shore Capital Partners
Chicago, IL · Est. 2018
- AUM
- $9.3B
- Per adviser
- $149M
- Advisers
- 62
No reported disclosures
Wynnchurch Capital, L.P.
Rosemont, IL · Est. 2014
- AUM
- $9.1B
- Per adviser
- $217M
- Advisers
- 42
No reported disclosures
Neuberger Berman Loan Advisers II LLC
Chicago, IL · Est. 2020
- AUM
- $9.0B
- Per adviser
- $3.0B
- Advisers
- 3
No reported disclosures
Forum Financial Management, LP
Lombard, IL · Est. 2009
- AUM
- $8.7B
- Per adviser
- $92M
- Advisers
- 94
No reported disclosures
Wind Point Partners
Chicago, IL · Est. 2012
- AUM
- $8.6B
- Per adviser
- $330M
- Advisers
- 26
No reported disclosures
Guggenheim Funds Distributors, LLC
Chicago, IL · Est. 1997
- AUM
- $7.8B
- Per adviser
- $975M
- Advisers
- 8
No reported disclosures
Jmg Financial Group Ltd
Downers Grove, IL · Est. 1985
- AUM
- $7.5B
- Per adviser
- $114M
- Advisers
- 66
No reported disclosures
Water Street Healthcare Partners, LLC
Chicago, IL · Est. 2012
- AUM
- $7.5B
- Per adviser
- $197M
- Advisers
- 38
No reported disclosures
Chicago Partners Investment Group LLC
Chicago, IL · Est. 2008
- AUM
- $7.5B
- Per adviser
- $197M
- Advisers
- 38
No reported disclosures
Ppc
Chicago, IL · Est. 2018
- AUM
- $7.2B
- Per adviser
- $144M
- Advisers
- 50
No reported disclosures
Mesirow Financial Private Equity Advisors, INC.
Chicago, IL · Est. 2000
- AUM
- $6.9B
- Per adviser
- $992M
- Advisers
- 7
No reported disclosures
Chicago Pacific Founders
Chicago, IL · Est. 2014
- AUM
- $6.8B
- Per adviser
- $165M
- Advisers
- 41
No reported disclosures
Monroe Capital Bdc Advisors, LLC
Chicago, IL · Est. 2012
- AUM
- $6.7B
- Per adviser
- $319M
- Advisers
- 21
No reported disclosures
Vestgen Advisors, LLC
Chicago, IL · Est. 2022
- AUM
- $6.7B
- Per adviser
- $115M
- Advisers
- 58
No reported disclosures
Nxt Capital Investment Advisers, LLC
Chicago, IL · Est. 2012
- AUM
- $6.6B
- Per adviser
- $119M
- Advisers
- 56
No reported disclosures
G Squared Equity Management LP
Chicago, IL · Est. 2018
- AUM
- $6.6B
- Per adviser
- $174M
- Advisers
- 38
No reported disclosures
Gem Realty Capital
Chicago, IL · Est. 2012
- AUM
- $6.3B
- Per adviser
- $224M
- Advisers
- 28
No reported disclosures
Bmo Asset Management Corp.
Chicago, IL · Est. 1989
- AUM
- $6.2B
- Per adviser
- $1.5B
- Advisers
- 4
No reported disclosures
Antares Capital Credit Advisers LLC
Chicago, IL · Est. 2023
- AUM
- $6.2B
- Per adviser
- $26M
- Advisers
- 240
No reported disclosures
Heitman Capital Management LLC
Chicago, IL · Est. 1980
- AUM
- $6.1B
- Per adviser
- $33M
- Advisers
- 184
No reported disclosures
Neuberger Berman Loan Advisers IV LLC
Chicago, IL · Est. 2023
- AUM
- $6.1B
- Per adviser
- $2.0B
- Advisers
- 3
No reported disclosures
Mainstreet Advisors
Chicago, IL · Est. 2008
- AUM
- $5.9B
- Per adviser
- $976M
- Advisers
- 6
No reported disclosures
Lasalle St. Investment Advisors, L.L.C.
Elmhurst, IL · Est. 1989
- AUM
- $5.7B
- Per adviser
- $39M
- Advisers
- 146
Oasis Investment Strategies LLC
Chicago, IL · Est. 2010
- AUM
- $5.7B
- Per adviser
- $1.9B
- Advisers
- 3
No reported disclosures
Vivaldi Capital Management LP
Chicago, IL · Est. 2012
- AUM
- $5.6B
- Per adviser
- $209M
- Advisers
- 27
No reported disclosures
Planpilot
Chicago, IL · Est. 2012
- AUM
- $5.6B
- Per adviser
- $507M
- Advisers
- 11
No reported disclosures
Crescent Grove Advisors
Lake Forest, IL · Est. 2014
- AUM
- $5.5B
- Per adviser
- $393M
- Advisers
- 14
No reported disclosures
Calamos Wealth Management LLC
Naperville, IL · Est. 2007
- AUM
- $5.5B
- Per adviser
- $140M
- Advisers
- 39
No reported disclosures
Aquatic Capital Management LLC
Chicago, IL · Est. 2021
- AUM
- $5.4B
- Per adviser
- $81M
- Advisers
- 67
No reported disclosures
David Vaughan Investments, LLC
Peoria, IL · Est. 1977
- AUM
- $5.3B
- Per adviser
- $111M
- Advisers
- 48
No reported disclosures
Alera Investment Advisors, LLC
Deerfield, IL · Est. 2017
- AUM
- $5.3B
- Per adviser
- $79M
- Advisers
- 67
No reported disclosures
Twin Bridge Capital Partners, LLC
Chicago, IL · Est. 2012
- AUM
- $5.2B
- Per adviser
- $237M
- Advisers
- 22
No reported disclosures
Taiko
Chicago, IL · Est. 2017
- AUM
- $5.1B
- Per adviser
- $2.5B
- Advisers
- 2
No reported disclosures
Oberweis Asset Management INC
Lisle, IL · Est. 1990
- AUM
- $5.1B
- Per adviser
- $298M
- Advisers
- 17
No reported disclosures
Neuberger Berman Loan Advisers LLC
Chicago, IL · Est. 2017
- AUM
- $4.9B
- Per adviser
- $1.6B
- Advisers
- 3
No reported disclosures
Chicago Capital, LLC
Chicago, IL · Est. 2018
- AUM
- $4.8B
- Per adviser
- $402M
- Advisers
- 12
No reported disclosures
Brownson, Rehmus & Foxworth, INC.
Chicago, IL · Est. 2014
- AUM
- $4.8B
- Per adviser
- $299M
- Advisers
- 16
No reported disclosures
Highpoint Planning Partners
Downers Grove, IL · Est. 2021
- AUM
- $4.8B
- Per adviser
- $47M
- Advisers
- 102
Madison Capital Partners
Chicago, IL · Est. 2012
- AUM
- $4.8B
- Per adviser
- $795M
- Advisers
- 6
No reported disclosures
Castleark Management LLC
Chicago, IL · Est. 1999
- AUM
- $4.6B
- Per adviser
- $255M
- Advisers
- 18
No reported disclosures
Waud Capital Partners
Chicago, IL · Est. 2012
- AUM
- $4.6B
- Per adviser
- $77M
- Advisers
- 59
No reported disclosures
Evanston Capital Management, LLC
Evanston, IL · Est. 2002
- AUM
- $4.5B
- Per adviser
- $345M
- Advisers
- 13
No reported disclosures
Elementum Advisors, LLC
Chicago, IL · Est. 2009
- AUM
- $4.5B
- Per adviser
- $320M
- Advisers
- 14
No reported disclosures
Bluespruce
Chicago, IL · Est. 2013
- AUM
- $4.5B
- Per adviser
- $445M
- Advisers
- 10
No reported disclosures
Blue Owl Digital Infrastructure Trust Advisors LLC
Chicago, IL · Est. 2025
- AUM
- $4.4B
- Per adviser
- $34M
- Advisers
- 130
No reported disclosures
Invesco Investment Advisers LLC
Downers Grove, IL · Est. 1958
- AUM
- $4.4B
- Per adviser
- $162M
- Advisers
- 27
No reported disclosures
Waterton Investment Adviser, L.L.C.
Chicago, IL · Est. 2017
- AUM
- $4.3B
- Per adviser
- $62M
- Advisers
- 70
No reported disclosures
Aaron Wealth Advisors
Chicago, IL · Est. 2018
- AUM
- $4.3B
- Per adviser
- $476M
- Advisers
- 9
No reported disclosures
Channing Capital Management, LLC
Chicago, IL · Est. 2003
- AUM
- $4.2B
- Per adviser
- $607M
- Advisers
- 7
Guggenheim Investments
Chicago, IL · Est. 2003
- AUM
- $4.1B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Performance Wealth
Hinsdale, IL · Est. 2021
- AUM
- $4.1B
- Per adviser
- $372M
- Advisers
- 11
No reported disclosures
Freeport Financial Partners LLC
Chicago, IL · Est. 2013
- AUM
- $4.1B
- Per adviser
- $226M
- Advisers
- 18
No reported disclosures
Promanage, LLC
Chicago, IL · Est. 2004
- AUM
- $4.1B
- Per adviser
- $1.0B
- Advisers
- 4
No reported disclosures
Attucks Asset Management, LLC
Chicago, IL · Est. 2002
- AUM
- $3.9B
- Per adviser
- $351M
- Advisers
- 11
No reported disclosures
Forest Capital Management, LLC
Chicago, IL · Est. 2014
- AUM
- $3.8B
- Per adviser
- $469M
- Advisers
- 8
No reported disclosures
Victory Park Capital
Chicago, IL · Est. 2012
- AUM
- $3.6B
- Per adviser
- $101M
- Advisers
- 36
No reported disclosures
Cressey & Company LP
Chicago, IL · Est. 2012
- AUM
- $3.6B
- Per adviser
- $155M
- Advisers
- 23
No reported disclosures
Retirement Plan Advisors, LLC
Chicago, IL · Est. 2004
- AUM
- $3.5B
- Per adviser
- $75M
- Advisers
- 47
No reported disclosures
Aris Investing
Glenview, IL · Est. 2025
- AUM
- $3.3B
- Per adviser
- $473M
- Advisers
- 7
No reported disclosures
Security Capital Research & Management Incorporated
Chicago, IL · Est. 1997
- AUM
- $3.3B
- Per adviser
- $194M
- Advisers
- 17
Sbb Research Group LLC
Northbrook, IL · Est. 2014
- AUM
- $3.3B
- Per adviser
- $296M
- Advisers
- 11
No reported disclosures
Lincoln Advisory Group, LLC
Chicago, IL · Est. 2001
- AUM
- $3.2B
- Per adviser
- $358M
- Advisers
- 9
No reported disclosures
Gcp Investment Advisor, LLC
Chicago, IL · Est. 2014
- AUM
- $3.2B
- Per adviser
- $81M
- Advisers
- 40
No reported disclosures
Burford Capital Investment Management LLC
Chicago, IL · Est. 2014
- AUM
- $3.2B
- Per adviser
- $40M
- Advisers
- 79
No reported disclosures
Midland Wealth Management
Effingham, IL · Est. 2023
- AUM
- $3.2B
- Per adviser
- $166M
- Advisers
- 19
No reported disclosures
North Square Investments, LLC
Chicago, IL · Est. 2019
- AUM
- $3.2B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Faircourt Partners, LLC
Lake Bluff, IL · Est. 2018
- AUM
- $3.1B
- Per adviser
- $780M
- Advisers
- 4
No reported disclosures
Roundtable Healthcare Management, INC
Lake Forest, IL · Est. 2012
- AUM
- $3.1B
- Per adviser
- $195M
- Advisers
- 16
No reported disclosures
Chesley, Taft & Associates, LLC
Chicago, IL · Est. 2000
- AUM
- $3.0B
- Per adviser
- $335M
- Advisers
- 9
No reported disclosures
Wp Global Partners LLC
Chicago, IL · Est. 2005
- AUM
- $3.0B
- Per adviser
- $215M
- Advisers
- 14
No reported disclosures
Capstone Financial Advisors INC
Downers Grove, IL · Est. 1999
- AUM
- $2.9B
- Per adviser
- $115M
- Advisers
- 25
No reported disclosures
Port Capital LLC
Chicago, IL · Est. 2015
- AUM
- $2.9B
- Per adviser
- $571M
- Advisers
- 5
No reported disclosures
Edgewater Services, LLC
Chicago, IL · Est. 2012
- AUM
- $2.8B
- Per adviser
- $113M
- Advisers
- 25
No reported disclosures
Peakline Partners, LLC
Chicago, IL · Est. 2020
- AUM
- $2.8B
- Per adviser
- $281M
- Advisers
- 10
No reported disclosures
Rothschild Investment
Chicago, IL · Est. 1971
- AUM
- $2.8B
- Per adviser
- $147M
- Advisers
- 19
Singerman Real Estate Management Company, L.P.
Chicago, IL · Est. 2014
- AUM
- $2.8B
- Per adviser
- $138M
- Advisers
- 20
No reported disclosures
Arete Wealth Advisors, LLC
Chicago, IL · Est. 2009
- AUM
- $2.7B
- Per adviser
- $21M
- Advisers
- 130
Dearborn Partners L.L.C.
Chicago, IL · Est. 1997
- AUM
- $2.7B
- Per adviser
- $211M
- Advisers
- 13
No reported disclosures
Ppm Loan Management Company 2, LLC
Chicago, IL · Est. 2018
- AUM
- $2.7B
- Per adviser
- $545M
- Advisers
- 5
No reported disclosures
Ipi Wealth Management, INC.
Decatur, IL · Est. 1999
- AUM
- $2.7B
- Per adviser
- $41M
- Advisers
- 65
No reported disclosures
Embree Financial Group
Chicago, IL · Est. 2004
- AUM
- $2.6B
- Per adviser
- $189M
- Advisers
- 14
No reported disclosures
Mesirow Re-Ia, INC.
Chicago, IL · Est. 2024
- AUM
- $2.6B
- Per adviser
- $881M
- Advisers
- 3
No reported disclosures
Cozad Asset Management INC
Champaign, IL · Est. 1982
- AUM
- $2.6B
- Per adviser
- $131M
- Advisers
- 20
No reported disclosures
S2g Investments, LLC
Chicago, IL · Est. 2024
- AUM
- $2.6B
- Per adviser
- $47M
- Advisers
- 55
No reported disclosures
Tyree & D'Angelo Partners Management LP
Chicago, IL · Est. 2018
- AUM
- $2.6B
- Per adviser
- $50M
- Advisers
- 52
No reported disclosures
Constellation Wealth Capital
Chicago, IL · Est. 2023
- AUM
- $2.5B
- Per adviser
- $280M
- Advisers
- 9
No reported disclosures
North Star Investment Management Corporation
Chicago, IL · Est. 2003
- AUM
- $2.5B
- Per adviser
- $179M
- Advisers
- 14
No reported disclosures
Bankers Life Advisory Services, INC.
Chicago, IL · Est. 2015
- AUM
- $2.5B
- Per adviser
- $6M
- Advisers
- 433
No reported disclosures
Heard Capital LLC
Chicago, IL · Est. 2019
- AUM
- $2.4B
- Per adviser
- $479M
- Advisers
- 5
No reported disclosures
Civc Partners
Chicago, IL · Est. 2012
- AUM
- $2.3B
- Per adviser
- $101M
- Advisers
- 23
No reported disclosures
Vestor Capital, LLC
Chicago, IL · Est. 2012
- AUM
- $2.3B
- Per adviser
- $95M
- Advisers
- 24
No reported disclosures
Nadler Financial Group, INC.
Deerfield, IL · Est. 2002
- AUM
- $2.2B
- Per adviser
- $121M
- Advisers
- 18
No reported disclosures
Zuckerman Investment Group
Chicago, IL · Est. 2006
- AUM
- $2.2B
- Per adviser
- $361M
- Advisers
- 6
No reported disclosures
Distillate Capital Partners LLC
Chicago, IL · Est. 2018
- AUM
- $2.1B
- Per adviser
- $704M
- Advisers
- 3
No reported disclosures
Gerchen Capital Partners
Chicago, IL · Est. 2021
- AUM
- $2.1B
- Per adviser
- $96M
- Advisers
- 22
No reported disclosures
Maren Capital
Chicago, IL · Est. 2022
- AUM
- $2.1B
- Per adviser
- $1.0B
- Advisers
- 2
No reported disclosures
Gillson Capital
Chicago, IL · Est. 2016
- AUM
- $2.1B
- Per adviser
- $173M
- Advisers
- 12
No reported disclosures
Madison Avenue Solutions, LLC
Chicago, IL · Est. 2020
- AUM
- $2.1B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Doyenne Wealth Advisors
Chicago, IL · Est. 2021
- AUM
- $2.0B
- Per adviser
- $204M
- Advisers
- 10
No reported disclosures
Keebeck Wealth Management
Chicago, IL · Est. 2018
- AUM
- $2.0B
- Per adviser
- $507M
- Advisers
- 4
No reported disclosures
Frontenac
Chicago, IL · Est. 2012
- AUM
- $2.0B
- Per adviser
- $88M
- Advisers
- 23
No reported disclosures
Midwestern Securities Trading Co.,LLC
East Peoria, IL · Est. 2013
- AUM
- $2.0B
- Per adviser
- $46M
- Advisers
- 43
No reported disclosures
E2p
Chicago, IL · Est. 2020
- AUM
- $1.9B
- Per adviser
- $149M
- Advisers
- 13
No reported disclosures
Magnetar Asset Management LLC
Evanston, IL · Est. 2017
- AUM
- $1.9B
- Per adviser
- $74M
- Advisers
- 26
No reported disclosures
Laramar Multi-Family Value Manager, LLC
Chicago, IL · Est. 2012
- AUM
- $1.9B
- Per adviser
- $160M
- Advisers
- 12
No reported disclosures
Prep Investment Advisers, L.L.C.
Chicago, IL · Est. 2022
- AUM
- $1.9B
- Per adviser
- $56M
- Advisers
- 34
No reported disclosures
Bpoc
Chicago, IL · Est. 2012
- AUM
- $1.9B
- Per adviser
- $146M
- Advisers
- 13
No reported disclosures
Blue Vista Capital, LLC
Chicago, IL · Est. 2012
- AUM
- $1.9B
- Per adviser
- $47M
- Advisers
- 40
No reported disclosures
Silver Oak Services Partners,LLC
Evanston, IL · Est. 2012
- AUM
- $1.8B
- Per adviser
- $122M
- Advisers
- 15
No reported disclosures
Heitman Real Estate Securities LLC
Chicago, IL · Est. 1995
- AUM
- $1.8B
- Per adviser
- $42M
- Advisers
- 43
No reported disclosures
Core Industrial Partners, LLC
Chicago, IL · Est. 2019
- AUM
- $1.8B
- Per adviser
- $50M
- Advisers
- 36
No reported disclosures
Ofs Capital Management, LLC
Chicago, IL · Est. 2010
- AUM
- $1.8B
- Per adviser
- $77M
- Advisers
- 23
No reported disclosures
Center Rock Capital Partners, LP
Chicago, IL · Est. 2018
- AUM
- $1.7B
- Per adviser
- $158M
- Advisers
- 11
No reported disclosures
Feldman, Ingardona & Co
Downers Grove, IL · Est. 1997
- AUM
- $1.7B
- Per adviser
- $289M
- Advisers
- 6
No reported disclosures
Slate Advisory Service (US) LLC
Chicago, IL · Est. 2020
- AUM
- $1.7B
- Per adviser
- $26M
- Advisers
- 65
No reported disclosures
Oak Ridge Investments, LLC
Chicago, IL · Est. 1989
- AUM
- $1.7B
- Per adviser
- $155M
- Advisers
- 11
Rothschild Wealth LLC
Oakbrook, IL · Est. 2012
- AUM
- $1.7B
- Per adviser
- $74M
- Advisers
- 23
No reported disclosures
Clearwater Capital Partners
Hoffman Estates, IL · Est. 2010
- AUM
- $1.7B
- Per adviser
- $112M
- Advisers
- 15
No reported disclosures
Advyzon Investment Management, LLC
Lisle, IL · Est. 2022
- AUM
- $1.7B
- Per adviser
- $559M
- Advisers
- 3
No reported disclosures
Energize Capital LLC
Chicago, IL · Est. 2023
- AUM
- $1.7B
- Per adviser
- $128M
- Advisers
- 13
No reported disclosures
Northern Trust Securities, INC
Chicago, IL · Est. 2015
- AUM
- $1.7B
- Per adviser
- $41M
- Advisers
- 41
Lpc Realty Advisors I, LLC
Chicago, IL · Est. 1992
- AUM
- $1.6B
- Per adviser
- $236M
- Advisers
- 7
No reported disclosures
Muller & Monroe Asset Management,LLC
Chicago, IL · Est. 2008
- AUM
- $1.6B
- Per adviser
- $232M
- Advisers
- 7
No reported disclosures
Creation Investments
Chicago, IL · Est. 2016
- AUM
- $1.6B
- Per adviser
- $115M
- Advisers
- 14
No reported disclosures
Pekin Hardy Strauss, INC.
Chicago, IL · Est. 1989
- AUM
- $1.6B
- Per adviser
- $172M
- Advisers
- 9
No reported disclosures
Keystone Capital
Chicago, IL · Est. 2021
- AUM
- $1.6B
- Per adviser
- $55M
- Advisers
- 28
No reported disclosures
Romano Wealth Management
Evanston, IL · Est. 1986
- AUM
- $1.5B
- Per adviser
- $171M
- Advisers
- 9
No reported disclosures
Ariel Alternatives, LLC
Chicago, IL · Est. 2021
- AUM
- $1.5B
- Per adviser
- $126M
- Advisers
- 12
No reported disclosures
Archford Capital Strategies, LLC
Swansea, IL · Est. 2012
- AUM
- $1.5B
- Per adviser
- $93M
- Advisers
- 16
No reported disclosures
Origami Capital Partners, LLC
Chicago, IL · Est. 2012
- AUM
- $1.5B
- Per adviser
- $148M
- Advisers
- 10
No reported disclosures
Mediqus Asset Advisors, INC.
Chicago, IL · Est. 1995
- AUM
- $1.5B
- Per adviser
- $243M
- Advisers
- 6
No reported disclosures
Dorsey Asset Management
Chicago, IL · Est. 2015
- AUM
- $1.4B
- Per adviser
- $181M
- Advisers
- 8
No reported disclosures
Fidus Investment Advisors, LLC
Evanston, IL · Est. 2011
- AUM
- $1.4B
- Per adviser
- $58M
- Advisers
- 25
No reported disclosures
Merit Capital Partners Management, L.L.C.
Chicago, IL · Est. 2012
- AUM
- $1.4B
- Per adviser
- $90M
- Advisers
- 16
No reported disclosures
Parkside Investments, LLC
Deerfield, IL · Est. 2017
- AUM
- $1.4B
- Per adviser
- $288M
- Advisers
- 5
No reported disclosures
Sheridan Capital Partners
Chicago, IL · Est. 2018
- AUM
- $1.4B
- Per adviser
- $62M
- Advisers
- 23
No reported disclosures
Fourstar Wealth Advisors, LLC
Chicago, IL · Est. 2017
- AUM
- $1.4B
- Per adviser
- $38M
- Advisers
- 37
No reported disclosures
Truemark Investments
Chicago, IL · Est. 2020
- AUM
- $1.4B
- Per adviser
- $473M
- Advisers
- 3
No reported disclosures
V-Square Quantitative Management
Chicago, IL · Est. 2020
- AUM
- $1.4B
- Per adviser
- $472M
- Advisers
- 3
No reported disclosures
Pivot Capital Partners LLC
Chicago, IL · Est. 2025
- AUM
- $1.4B
- Per adviser
- $1.4B
- Advisers
- 1
No reported disclosures
Equity International
Chicago, IL · Est. 2012
- AUM
- $1.4B
- Per adviser
- $127M
- Advisers
- 11
No reported disclosures
Inspirion Wealth Advisors, LLC
Libertyville, IL · Est. 2012
- AUM
- $1.4B
- Per adviser
- $155M
- Advisers
- 9
No reported disclosures
Sg Capital Management LLC
Chicago, IL · Est. 2005
- AUM
- $1.4B
- Per adviser
- $230M
- Advisers
- 6
No reported disclosures
The Planning Center, INC.
Moline, IL · Est. 2002
- AUM
- $1.4B
- Per adviser
- $114M
- Advisers
- 12
No reported disclosures
Industrial Opportunity Partners, LLC
Evanston, IL · Est. 2012
- AUM
- $1.3B
- Per adviser
- $67M
- Advisers
- 20
No reported disclosures
Savoie Capital LLC
Chicago, IL · Est. 2013
- AUM
- $1.3B
- Per adviser
- $438M
- Advisers
- 3
No reported disclosures
Ofs Clo Management II, LLC
Chicago, IL · Est. 2022
- AUM
- $1.3B
- Per adviser
- $57M
- Advisers
- 23
No reported disclosures
Urban Financial Advisory Corporation
Chicago, IL · Est. 1994
- AUM
- $1.3B
- Per adviser
- $91M
- Advisers
- 14
No reported disclosures
Keb Wealth Advisors
Springfield, IL · Est. 2004
- AUM
- $1.3B
- Per adviser
- $98M
- Advisers
- 13
No reported disclosures
Promus Asset Management, LLC
Chicago, IL · Est. 2013
- AUM
- $1.3B
- Per adviser
- $182M
- Advisers
- 7
No reported disclosures
Chicago Oakbrook Financial Group
Oak Brook, IL · Est. 2024
- AUM
- $1.2B
- Per adviser
- $134M
- Advisers
- 9
No reported disclosures
Sikich Financial
Springfield, IL · Est. 2017
- AUM
- $1.2B
- Per adviser
- $66M
- Advisers
- 18
No reported disclosures
Evergreen Wealth
Springfield, IL · Est. 2015
- AUM
- $1.2B
- Per adviser
- $197M
- Advisers
- 6
No reported disclosures
Agr Partners LLC
Chicago, IL · Est. 2016
- AUM
- $1.2B
- Per adviser
- $129M
- Advisers
- 9
No reported disclosures
Lake Street
Chicago, IL · Est. 2018
- AUM
- $1.2B
- Per adviser
- $193M
- Advisers
- 6
No reported disclosures
Efficient Capital Management LLC
Warrenville, IL · Est. 2017
- AUM
- $1.2B
- Per adviser
- $89M
- Advisers
- 13
No reported disclosures
Wishbone Management, LP
Chicago, IL · Est. 2016
- AUM
- $1.1B
- Per adviser
- $224M
- Advisers
- 5
No reported disclosures
Arthur M. Cohen & Associates LLC
Northbrook, IL · Est. 1990
- AUM
- $1.1B
- Per adviser
- $556M
- Advisers
- 2
No reported disclosures
Cohen Capital
Chicago, IL · Est. 2026
- AUM
- $1.1B
- Per adviser
- $157M
- Advisers
- 7
No reported disclosures
New Harbor Capital
Chicago, IL · Est. 2016
- AUM
- $1.1B
- Per adviser
- $73M
- Advisers
- 15
No reported disclosures
Hunter Capital Management
Lombard, IL · Est. 2020
- AUM
- $1.1B
- Per adviser
- $136M
- Advisers
- 8
No reported disclosures
May River Capital
Chicago, IL · Est. 2017
- AUM
- $1.1B
- Per adviser
- $68M
- Advisers
- 16
No reported disclosures
Horizon Wealth Management
La Grange, IL · Est. 2014
- AUM
- $1.1B
- Per adviser
- $180M
- Advisers
- 6
No reported disclosures
Goldstone Financial Group, LLC
Oakbrook Terrace, IL · Est. 2015
- AUM
- $1.1B
- Per adviser
- $81M
- Advisers
- 13
No reported disclosures
Liberty One Investment Management
Libertyville, IL · Est. 2019
- AUM
- $1.1B
- Per adviser
- $55M
- Advisers
- 19
No reported disclosures
Coyle
Glenview, IL · Est. 1982
- AUM
- $1.0B
- Per adviser
- $105M
- Advisers
- 10
No reported disclosures
Fort Sheridan Advisors LLC
Highland Park, IL · Est. 2009
- AUM
- $1.0B
- Per adviser
- $148M
- Advisers
- 7
No reported disclosures
Runway Growth Capital LLC
Chicago, IL · Est. 2016
- AUM
- $1.0B
- Per adviser
- $69M
- Advisers
- 15
No reported disclosures
Vertex Partners
Downers Grove, IL · Est. 2022
- AUM
- $1.0B
- Per adviser
- $78M
- Advisers
- 13
No reported disclosures
Growth Catalyst Partners, L.P.
Chicago, IL · Est. 2021
- AUM
- $1.0B
- Per adviser
- $78M
- Advisers
- 13
No reported disclosures
Longford Capital
Chicago, IL · Est. 2017
- AUM
- $1.0B
- Per adviser
- $100M
- Advisers
- 10
No reported disclosures
Burling Wealth Partners
Chicago, IL · Est. 2024
- AUM
- $1.0B
- Per adviser
- $144M
- Advisers
- 7
No reported disclosures
World Equity Group, INC.
Schaumburg, IL · Est. 1999
- AUM
- $1.0B
- Per adviser
- $19M
- Advisers
- 52
Tsfg, LLC
Lake Forest, IL · Est. 2015
- AUM
- $997M
- Per adviser
- $77M
- Advisers
- 13
No reported disclosures
Huizenga Capital Management, LLC
Oak Brook, IL · Est. 2011
- AUM
- $997M
- Per adviser
- $199M
- Advisers
- 5
No reported disclosures
Lantz Financial LLC
Naperville, IL · Est. 2018
- AUM
- $994M
- Per adviser
- $166M
- Advisers
- 6
No reported disclosures
Kabouter Management, LLC
Chicago, IL · Est. 2010
- AUM
- $993M
- Per adviser
- $142M
- Advisers
- 7
Advisory Research INC
Chicago, IL · Est. 1978
- AUM
- $991M
- Per adviser
- $124M
- Advisers
- 8
No reported disclosures
Intertide Partners
Chicago, IL · Est. 2023
- AUM
- $971M
- Per adviser
- $486M
- Advisers
- 2
No reported disclosures
Chicago Atlantic Advisers, LLC
Chicago, IL · Est. 2021
- AUM
- $970M
- Per adviser
- $32M
- Advisers
- 30
No reported disclosures
Riverbend Capital Advisors, LLC
Chicago, IL · Est. 2011
- AUM
- $965M
- Per adviser
- $322M
- Advisers
- 3
No reported disclosures
The Mosaic Financial Group, LLC
Chicago, IL · Est. 2000
- AUM
- $949M
- Per adviser
- $105M
- Advisers
- 9
No reported disclosures
Roberts, Glore & Co.
Deerfield, IL · Est. 1984
- AUM
- $938M
- Per adviser
- $188M
- Advisers
- 5
No reported disclosures
Cedar Street Asset Management LLC
Chicago, IL · Est. 2018
- AUM
- $938M
- Per adviser
- $156M
- Advisers
- 6
No reported disclosures
Hartline Investment Corporation
Winnetka, IL · Est. 1990
- AUM
- $935M
- Per adviser
- $312M
- Advisers
- 3
No reported disclosures
Financial Solutions Advisory Group
Chicago, IL · Est. 2003
- AUM
- $935M
- Per adviser
- $104M
- Advisers
- 9
No reported disclosures
Bos Asset Management, LLC
Springfield, IL · Est. 2020
- AUM
- $933M
- Per adviser
- $117M
- Advisers
- 8
No reported disclosures
Trifecta Capital Advisors, LLC
Northbrook, IL · Est. 2022
- AUM
- $927M
- Per adviser
- $309M
- Advisers
- 3
No reported disclosures
Gls Capital, LLC
Chicago, IL · Est. 2019
- AUM
- $925M
- Per adviser
- $132M
- Advisers
- 7
No reported disclosures
Alley Company
Lake Forest, IL · Est. 2021
- AUM
- $907M
- Per adviser
- $181M
- Advisers
- 5
No reported disclosures
Riverpoint Wealth Management
Chicago, IL · Est. 2013
- AUM
- $906M
- Per adviser
- $227M
- Advisers
- 4
No reported disclosures
Studio Investment Management
Chicago, IL · Est. 2021
- AUM
- $903M
- Per adviser
- $226M
- Advisers
- 4
No reported disclosures
Sawyer Falduto Asset Management, LLC
Elmhurst, IL · Est. 2007
- AUM
- $897M
- Per adviser
- $224M
- Advisers
- 4
No reported disclosures
Prairie Capital
Chicago, IL · Est. 2012
- AUM
- $870M
- Per adviser
- $58M
- Advisers
- 15
No reported disclosures
Xa Investments
Chicago, IL · Est. 2017
- AUM
- $866M
- Per adviser
- $67M
- Advisers
- 13
No reported disclosures
Greenrock Research, INC.
Chicago, IL · Est. 2008
- AUM
- $864M
- Per adviser
- $288M
- Advisers
- 3
No reported disclosures
Ativo Capital Management, LLC
Chicago, IL · Est. 2006
- AUM
- $863M
- Per adviser
- $216M
- Advisers
- 4
No reported disclosures
Leelyn Smith, LLC
Geneva, IL · Est. 2018
- AUM
- $852M
- Per adviser
- $61M
- Advisers
- 14
No reported disclosures
Riverglade Capital
Chicago, IL · Est. 2019
- AUM
- $847M
- Per adviser
- $71M
- Advisers
- 12
No reported disclosures
Strategic Investment Solutions, INC.
Orland Park, IL · Est. 2007
- AUM
- $830M
- Per adviser
- $92M
- Advisers
- 9
No reported disclosures
Mps-Loria Financial Planners,LLC
Burr Ridge, IL · Est. 2006
- AUM
- $827M
- Per adviser
- $165M
- Advisers
- 5
No reported disclosures
Greyrock Capital Group
Chicago, IL · Est. 2012
- AUM
- $818M
- Per adviser
- $91M
- Advisers
- 9
No reported disclosures
Warberg Asset Management LLC
Winnetka, IL · Est. 2012
- AUM
- $806M
- Per adviser
- $115M
- Advisers
- 7
No reported disclosures
Creekmur Asset Management, LLC
Morton, IL · Est. 2020
- AUM
- $800M
- Per adviser
- $53M
- Advisers
- 15
No reported disclosures
Centric Wealth Management, LLC
Chicago, IL · Est. 2005
- AUM
- $793M
- Per adviser
- $99M
- Advisers
- 8
No reported disclosures
Carsonallaria Wealth Management, Ltd.
Glen Carbon, IL · Est. 2018
- AUM
- $792M
- Per adviser
- $132M
- Advisers
- 6
No reported disclosures
Pfingsten Partners, L.L.C.
Chicago, IL · Est. 2012
- AUM
- $787M
- Per adviser
- $41M
- Advisers
- 19
No reported disclosures
Factor Wealth Management
Chicago, IL · Est. 1989
- AUM
- $781M
- Per adviser
- $156M
- Advisers
- 5
No reported disclosures
New Vernon Wealth Management LLC
Highland Park, IL · Est. 2013
- AUM
- $781M
- Per adviser
- $156M
- Advisers
- 5
No reported disclosures
Wisdom Financial Services, L.L.C.
Geneseo, IL · Est. 2018
- AUM
- $779M
- Per adviser
- $78M
- Advisers
- 10
No reported disclosures
Intrinsic Edge Capital Management LLC
Chicago, IL · Est. 2016
- AUM
- $772M
- Per adviser
- $110M
- Advisers
- 7
No reported disclosures
Permanent Capital Management, LP
Chicago, IL · Est. 2023
- AUM
- $769M
- Per adviser
- $769M
- Advisers
- 1
No reported disclosures
Harvest Investment Services, LLC
Oakbrook Terrace, IL · Est. 2014
- AUM
- $758M
- Per adviser
- $27M
- Advisers
- 28
No reported disclosures
Klaas Financial Asset Advisors, LLC.
Loves Park, IL · Est. 2014
- AUM
- $758M
- Per adviser
- $58M
- Advisers
- 13
No reported disclosures
Moller Wealth Partners
Northfield, IL · Est. 1992
- AUM
- $756M
- Per adviser
- $189M
- Advisers
- 4
No reported disclosures
Total Clarity Wealth Management, INC
St. Charles, IL · Est. 2007
- AUM
- $755M
- Per adviser
- $38M
- Advisers
- 20
No reported disclosures
Air Asset Management
Chicago, IL · Est. 2017
- AUM
- $754M
- Per adviser
- $151M
- Advisers
- 5
No reported disclosures
Ofs Clo Management, LLC
Chicago, IL · Est. 2017
- AUM
- $744M
- Per adviser
- $32M
- Advisers
- 23
No reported disclosures
Waystone Asset Management (USA) LLC
Chicago, IL · Est. 2025
- AUM
- $743M
- Per adviser
- $186M
- Advisers
- 4
No reported disclosures
Kkm Financial LLC
Chicago, IL · Est. 2012
- AUM
- $734M
- Per adviser
- $245M
- Advisers
- 3
No reported disclosures
Cl Wealth Management LLC
Schaumburg, IL · Est. 2011
- AUM
- $734M
- Per adviser
- $19M
- Advisers
- 39
No reported disclosures
Walled Lake Planning & Wealth Management, LLC
Highland Park, IL · Est. 2018
- AUM
- $732M
- Per adviser
- $146M
- Advisers
- 5
No reported disclosures
Parkergale, LLC
Chicago, IL · Est. 2017
- AUM
- $719M
- Per adviser
- $80M
- Advisers
- 9
No reported disclosures
Taiber, Kosmala & Associates, LLC
Chicago, IL · Est. 2012
- AUM
- $717M
- Per adviser
- $102M
- Advisers
- 7
No reported disclosures
Skinner, Copper & Ehmen Wealth Management, LLC
Springfield, IL · Est. 2012
- AUM
- $706M
- Per adviser
- $118M
- Advisers
- 6
No reported disclosures
1 Seed Partners LLC
Chicago, IL · Est. 2024
- AUM
- $704M
- Per adviser
- $117M
- Advisers
- 6
No reported disclosures
Aberdeen Wealth Management LLC
Lake Bluff, IL · Est. 2000
- AUM
- $699M
- Per adviser
- $350M
- Advisers
- 2
No reported disclosures
Dream Capital Advisors, LLC
Lincolnshire, IL · Est. 2014
- AUM
- $695M
- Per adviser
- $695M
- Advisers
- 1
No reported disclosures
Stenger Family Office, LLC
Naperville, IL · Est. 2023
- AUM
- $686M
- Per adviser
- $114M
- Advisers
- 6
No reported disclosures
Providence Wealth Advisors, LLC
Frankfort, IL · Est. 2010
- AUM
- $684M
- Per adviser
- $114M
- Advisers
- 6
No reported disclosures
Mcnally Advisors, LLC
Chicago, IL · Est. 2011
- AUM
- $681M
- Per adviser
- $34M
- Advisers
- 20
No reported disclosures
1st & Main Growth Partners
Chicago, IL · Est. 1997
- AUM
- $680M
- Per adviser
- $68M
- Advisers
- 10
No reported disclosures
Pinnacle Financial Group LLC
Western Springs, IL · Est. 2010
- AUM
- $673M
- Per adviser
- $168M
- Advisers
- 4
No reported disclosures
Adams Street Advisors, LLC
Chicago, IL · Est. 2025
- AUM
- $672M
- Per adviser
- $4M
- Advisers
- 190
No reported disclosures
Periscope Equity LLC
Chicago, IL · Est. 2021
- AUM
- $667M
- Per adviser
- $44M
- Advisers
- 15
No reported disclosures
Logan Stone
Chicago, IL · Est. 2021
- AUM
- $664M
- Per adviser
- $221M
- Advisers
- 3
No reported disclosures
Bcu Wealth Advisors, LLC
Vernon Hills, IL · Est. 2015
- AUM
- $654M
- Per adviser
- $218M
- Advisers
- 3
No reported disclosures
Rings Capital Management LLC
Chicago, IL · Est. 2018
- AUM
- $653M
- Per adviser
- $326M
- Advisers
- 2
No reported disclosures
Essex LLC
Deer Park, IL · Est. 1997
- AUM
- $649M
- Per adviser
- $93M
- Advisers
- 7
No reported disclosures
Shankervalleau Wealth Advisors, INC.
Skokie, IL · Est. 2004
- AUM
- $645M
- Per adviser
- $108M
- Advisers
- 6
No reported disclosures
Mwa Financial Services, INC.
Rock Island, IL · Est. 2016
- AUM
- $640M
- Per adviser
- $4M
- Advisers
- 164
Hemsley Advisors, Ltd.
Chicago, IL · Est. 1994
- AUM
- $638M
- Per adviser
- $160M
- Advisers
- 4
No reported disclosures
Resource Financial Group, Ltd.
Wilmette, IL · Est. 2006
- AUM
- $637M
- Per adviser
- $319M
- Advisers
- 2
No reported disclosures
Rock Island Capital
Oak Brook, IL · Est. 2012
- AUM
- $637M
- Per adviser
- $64M
- Advisers
- 10
No reported disclosures
Dhjj Financial Advisors
Naperville, IL · Est. 1992
- AUM
- $623M
- Per adviser
- $78M
- Advisers
- 8
No reported disclosures
Oak Family Advisors, LLC
Chicago, IL · Est. 2016
- AUM
- $621M
- Per adviser
- $124M
- Advisers
- 5
No reported disclosures
Red Arts Capital Management, LLC
Chicago, IL · Est. 2023
- AUM
- $619M
- Per adviser
- $41M
- Advisers
- 15
No reported disclosures
Innovative Capital Advisors, LLC
Chicago, IL · Est. 2012
- AUM
- $619M
- Per adviser
- $155M
- Advisers
- 4
No reported disclosures
Lago Asset Management
Chicago, IL · Est. 2022
- AUM
- $605M
- Per adviser
- $43M
- Advisers
- 14
No reported disclosures
Sequoia Wealth Management, LLC
Barrington, IL · Est. 2014
- AUM
- $600M
- Per adviser
- $37M
- Advisers
- 16
No reported disclosures
Avathon Capital Management LP
Chicago, IL · Est. 2024
- AUM
- $599M
- Per adviser
- $67M
- Advisers
- 9
No reported disclosures
Brookstone Asset Management, LLC
Wheaton, IL · Est. 2011
- AUM
- $598M
- Per adviser
- $149M
- Advisers
- 4
No reported disclosures
Hedeker Wealth LLC
Lincolnshire, IL · Est. 2002
- AUM
- $595M
- Per adviser
- $298M
- Advisers
- 2
No reported disclosures
Capital Resource Management,INC.
Deerfield, IL · Est. 1991
- AUM
- $593M
- Per adviser
- $297M
- Advisers
- 2
No reported disclosures
Shorehill Capital LLC
Chicago, IL · Est. 2017
- AUM
- $576M
- Per adviser
- $58M
- Advisers
- 10
No reported disclosures
Bulletproof Capital, LLC
Chicago, IL · Est. 2026
- AUM
- $576M
- Per adviser
- $144M
- Advisers
- 4
No reported disclosures
North Shore Private Asset Management, LLC
Lake Forest, IL · Est. 2015
- AUM
- $573M
- Per adviser
- $143M
- Advisers
- 4
No reported disclosures
Tallwoods Partners, LLC
Chicago, IL · Est. 2014
- AUM
- $569M
- Per adviser
- $285M
- Advisers
- 2
No reported disclosures
Pondera Holdings LLC
Chicago, IL · Est. 2024
- AUM
- $564M
- Per adviser
- $141M
- Advisers
- 4
No reported disclosures
Matrix Private Capital Group
Chicago, IL · Est. 2016
- AUM
- $561M
- Per adviser
- $112M
- Advisers
- 5
No reported disclosures
Miramar Capital
Northbrook, IL · Est. 2017
- AUM
- $550M
- Per adviser
- $183M
- Advisers
- 3
No reported disclosures
Fountainhead Financial, LLC
Chicago, IL · Est. 2009
- AUM
- $543M
- Per adviser
- $272M
- Advisers
- 2
No reported disclosures
River Street Advisors, LLC
Aurora, IL · Est. 2020
- AUM
- $539M
- Per adviser
- $60M
- Advisers
- 9
No reported disclosures
Hendricks Wealth And Estate Management
Algonquin, IL · Est. 2017
- AUM
- $536M
- Per adviser
- $89M
- Advisers
- 6
No reported disclosures
Trigran Investments, INC.
Northbrook, IL · Est. 2011
- AUM
- $533M
- Per adviser
- $76M
- Advisers
- 7
No reported disclosures
Cmt Asset Management LLC
Chicago, IL · Est. 2017
- AUM
- $533M
- Per adviser
- $44M
- Advisers
- 12
No reported disclosures
Xxi Wealth, LLC
Chicago, IL · Est. 2024
- AUM
- $532M
- Per adviser
- $266M
- Advisers
- 2
No reported disclosures
Rai Wealth
Naperville, IL · Est. 2023
- AUM
- $531M
- Per adviser
- $88M
- Advisers
- 6
No reported disclosures
Santa Barbara Management
Chicago, IL · Est. 2025
- AUM
- $530M
- Per adviser
- $31M
- Advisers
- 17
No reported disclosures
Cura Wealth Advisors, LLC
Chicago, IL · Est. 2024
- AUM
- $528M
- Per adviser
- $264M
- Advisers
- 2
No reported disclosures
Graybill Wealth Management, Ltd.
Elmhurst, IL · Est. 1969
- AUM
- $526M
- Per adviser
- $263M
- Advisers
- 2
No reported disclosures
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL · Est. 2022
- AUM
- $524M
- Per adviser
- $87M
- Advisers
- 6
No reported disclosures
5th Century Partners
Chicago, IL · Est. 2024
- AUM
- $521M
- Per adviser
- $37M
- Advisers
- 14
No reported disclosures
Crg Fund Manager, LLC
Chicago, IL · Est. 2022
- AUM
- $517M
- Per adviser
- $258M
- Advisers
- 2
No reported disclosures
Taiko Private Wealth
Chicago, IL · Est. 2024
- AUM
- $515M
- Per adviser
- $172M
- Advisers
- 3
No reported disclosures
James T. Borello & Co.
East Dundee, IL · Est. 2018
- AUM
- $514M
- Per adviser
- $129M
- Advisers
- 4
No reported disclosures
Serenity Investment Advisors
Chicago, IL · Est. 2022
- AUM
- $514M
- Per adviser
- $103M
- Advisers
- 5
No reported disclosures
Systima Capital Management
Chicago, IL · Est. 2014
- AUM
- $513M
- Per adviser
- $73M
- Advisers
- 7
No reported disclosures
Lfl Advisers, LLC
Evanston, IL · Est. 2016
- AUM
- $507M
- Per adviser
- $253M
- Advisers
- 2
No reported disclosures
Ruedi Wealth Management, INC.
Champaign, IL · Est. 2014
- AUM
- $498M
- Per adviser
- $100M
- Advisers
- 5
No reported disclosures
Sterling Wealth Management, INC.
Champaign, IL · Est. 2018
- AUM
- $495M
- Per adviser
- $71M
- Advisers
- 7
No reported disclosures
Busey Capital Management, INC.
Urbana, IL · Est. 2003
- AUM
- $494M
- Per adviser
- $26M
- Advisers
- 19
No reported disclosures
Iron Financial LLC
Northbrook, IL · Est. 1994
- AUM
- $489M
- Per adviser
- $54M
- Advisers
- 9
No reported disclosures
I-Qu & Co.
Chicago, IL · Est. 2019
- AUM
- $486M
- Per adviser
- $121M
- Advisers
- 4
No reported disclosures
Vantage Point Financial, LLC
Lisle, IL · Est. 2021
- AUM
- $485M
- Per adviser
- $29M
- Advisers
- 17
No reported disclosures
Rail-Splitter Capital Management LLC
Winnetka, IL · Est. 2026
- AUM
- $484M
- Per adviser
- $161M
- Advisers
- 3
No reported disclosures
Altman Advisors
Chicago, IL · Est. 2016
- AUM
- $483M
- Per adviser
- $69M
- Advisers
- 7
No reported disclosures
Nine Ten Capital Management
Chicago, IL · Est. 2014
- AUM
- $481M
- Per adviser
- $160M
- Advisers
- 3
No reported disclosures
Meredith Wealth Planning
Maryville, IL · Est. 2021
- AUM
- $479M
- Per adviser
- $239M
- Advisers
- 2
No reported disclosures
The Invictus Collective, LLC
Park Ridge, IL · Est. 2021
- AUM
- $476M
- Per adviser
- $238M
- Advisers
- 2
No reported disclosures
Zimmerman Wealth Management, LLC
Evanston, IL · Est. 2003
- AUM
- $472M
- Per adviser
- $94M
- Advisers
- 5
No reported disclosures
North Branch Capital Management, L.P.
Oak Brook, IL · Est. 2020
- AUM
- $468M
- Per adviser
- $58M
- Advisers
- 8
No reported disclosures
Cypress Capital Partners, LLC
Chicago, IL · Est. 2006
- AUM
- $464M
- Per adviser
- $232M
- Advisers
- 2
No reported disclosures
Sterling Fund Management, LLC
Chicago, IL · Est. 2012
- AUM
- $462M
- Per adviser
- $42M
- Advisers
- 11
No reported disclosures
Cambridge Capital Management, LLC
O'Fallon, IL · Est. 2014
- AUM
- $458M
- Per adviser
- $114M
- Advisers
- 4
No reported disclosures
Benford Capital Partners Management, L.P.
Chicago, IL · Est. 2021
- AUM
- $456M
- Per adviser
- $27M
- Advisers
- 17
No reported disclosures
Leslie Global Wealth, LLC
Itasca, IL · Est. 2015
- AUM
- $447M
- Per adviser
- $149M
- Advisers
- 3
No reported disclosures
Inland Advisory Services, LLC
Oak Brook, IL · Est. 2026
- AUM
- $443M
- Per adviser
- $12M
- Advisers
- 36
No reported disclosures
Sage Private Wealth Group, LLC
Oakbrook Terrace, IL · Est. 2020
- AUM
- $441M
- Per adviser
- $147M
- Advisers
- 3
No reported disclosures
Borealis Strategic Capital Partners, LP
Chicago, IL · Est. 2019
- AUM
- $440M
- Per adviser
- $88M
- Advisers
- 5
No reported disclosures
Bates Financial Advisors, INC.
Rockford, IL · Est. 2011
- AUM
- $439M
- Per adviser
- $88M
- Advisers
- 5
No reported disclosures
Newport Investment Management, LLC
Chicago, IL · Est. 2013
- AUM
- $439M
- Per adviser
- $26M
- Advisers
- 17
No reported disclosures
Highview Capital Management, LLC
Buffalo Grove, IL · Est. 2021
- AUM
- $416M
- Per adviser
- $139M
- Advisers
- 3
No reported disclosures
Bard Associates INC
Chicago, IL · Est. 1987
- AUM
- $416M
- Per adviser
- $104M
- Advisers
- 4
No reported disclosures
Sgl Financial, LLC
Buffalo Grove, IL · Est. 2015
- AUM
- $416M
- Per adviser
- $32M
- Advisers
- 13
No reported disclosures
Watershed Private Wealth
Oak Brook, IL · Est. 2021
- AUM
- $414M
- Per adviser
- $138M
- Advisers
- 3
No reported disclosures
Kerberos Capital Management LLC
Chicago, IL · Est. 2024
- AUM
- $412M
- Per adviser
- $103M
- Advisers
- 4
No reported disclosures
Slagle Financial, LLC.
Edwardsville, IL · Est. 2018
- AUM
- $412M
- Per adviser
- $59M
- Advisers
- 7
Rooted Wealth Advisors
Bourbonnais, IL · Est. 2021
- AUM
- $409M
- Per adviser
- $51M
- Advisers
- 8
No reported disclosures
Quad City Investment Center
Moline, IL · Est. 2001
- AUM
- $408M
- Per adviser
- $68M
- Advisers
- 6
No reported disclosures
Lcm Capital Management INC
Chicago, IL · Est. 2007
- AUM
- $403M
- Per adviser
- $50M
- Advisers
- 8
No reported disclosures
Palo Duro Investment Partners, LP
Chicago, IL · Est. 2023
- AUM
- $403M
- Per adviser
- $101M
- Advisers
- 4
No reported disclosures
Lester Financial Group, LLC
Champaign, IL · Est. 2022
- AUM
- $399M
- Per adviser
- $100M
- Advisers
- 4
No reported disclosures
Longshore Capital Partners
Chicago, IL · Est. 2020
- AUM
- $398M
- Per adviser
- $57M
- Advisers
- 7
No reported disclosures
Bentley Financial Group
Downers Grove, IL · Est. 2021
- AUM
- $393M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
Rcm Wealth Advisors
Chicago, IL · Est. 2015
- AUM
- $389M
- Per adviser
- $32M
- Advisers
- 12
No reported disclosures
Vermillion Financial Advisors, INC.
South Barrington, IL · Est. 2008
- AUM
- $387M
- Per adviser
- $77M
- Advisers
- 5
No reported disclosures
Carter Financial Group, INC.
Barrington, IL · Est. 2020
- AUM
- $382M
- Per adviser
- $64M
- Advisers
- 6
No reported disclosures
Unique Wealth Strategies
Burr Ridge, IL · Est. 2022
- AUM
- $382M
- Per adviser
- $95M
- Advisers
- 4
No reported disclosures
Bruce & Co INC
Chicago, IL · Est. 1974
- AUM
- $380M
- Per adviser
- $380M
- Advisers
- 1
No reported disclosures
Siena Capital Partners Gp, LLC
Evanston, IL · Est. 2015
- AUM
- $379M
- Per adviser
- $76M
- Advisers
- 5
No reported disclosures
Prospect Partners Advisors LLC
Chicago, IL · Est. 2022
- AUM
- $378M
- Per adviser
- $38M
- Advisers
- 10
No reported disclosures
Pritzker Alternative Strategies
Chicago, IL · Est. 2025
- AUM
- $378M
- Per adviser
- $63M
- Advisers
- 6
No reported disclosures
Oak Wealth Advisors LLC
Northbrook, IL · Est. 2017
- AUM
- $374M
- Per adviser
- $125M
- Advisers
- 3
No reported disclosures
Hughes & Company
Chicago, IL · Est. 2025
- AUM
- $367M
- Per adviser
- $31M
- Advisers
- 12
No reported disclosures
Chicago Wealth Management, INC.
Chicago, IL · Est. 2006
- AUM
- $366M
- Per adviser
- $91M
- Advisers
- 4
No reported disclosures
Sebold Capital Management, INC
Lisle, IL · Est. 2013
- AUM
- $364M
- Per adviser
- $182M
- Advisers
- 2
No reported disclosures
Windrock Wealth Management
Naperville, IL · Est. 2015
- AUM
- $363M
- Per adviser
- $91M
- Advisers
- 4
No reported disclosures
Dearborn Capital Management, LLC
Chicago, IL · Est. 2011
- AUM
- $361M
- Per adviser
- $90M
- Advisers
- 4
No reported disclosures
Bluestem Financial Advisors, LLC
Savoy, IL · Est. 2019
- AUM
- $358M
- Per adviser
- $45M
- Advisers
- 8
No reported disclosures
Booster Asset Management, LLC
Wheaton, IL · Est. 2024
- AUM
- $346M
- Per adviser
- $173M
- Advisers
- 2
No reported disclosures
Ergawealth Advisors, INC.
Oak Brook, IL · Est. 2022
- AUM
- $342M
- Per adviser
- $171M
- Advisers
- 2
No reported disclosures
Left Brain Wealth Management, LLC
Naperville, IL · Est. 2018
- AUM
- $340M
- Per adviser
- $57M
- Advisers
- 6
No reported disclosures
Aza Capital Management
Chicago, IL · Est. 1997
- AUM
- $340M
- Per adviser
- $49M
- Advisers
- 7
No reported disclosures
Riverspan Partners LP
Chicago, IL · Est. 2025
- AUM
- $339M
- Per adviser
- $34M
- Advisers
- 10
No reported disclosures
Arena Private Wealth
Chicago, IL · Est. 2024
- AUM
- $338M
- Per adviser
- $42M
- Advisers
- 8
No reported disclosures
Lucas Group Financial Advisors, LLC
Freeport, IL · Est. 2024
- AUM
- $338M
- Per adviser
- $48M
- Advisers
- 7
No reported disclosures
Journey Financial Group, INC.
Buffalo Grove, IL · Est. 2014
- AUM
- $336M
- Per adviser
- $56M
- Advisers
- 6
No reported disclosures
Cogent Strategic Wealth LLC
Chicago, IL · Est. 2017
- AUM
- $336M
- Per adviser
- $168M
- Advisers
- 2
No reported disclosures
Neuberger Berman Loan Advisers Europe II LP
Chicago, IL · Est. 2025
- AUM
- $335M
- Per adviser
- $112M
- Advisers
- 3
No reported disclosures
Dibenedetto & Associates Ltd
Loves Park, IL · Est. 1998
- AUM
- $333M
- Per adviser
- $111M
- Advisers
- 3
No reported disclosures
Corazon Group LLC
Chicago, IL · Est. 2021
- AUM
- $331M
- Per adviser
- $28M
- Advisers
- 12
No reported disclosures
The Nestegg Group, INC.
Lincolnwood, IL · Est. 2006
- AUM
- $331M
- Per adviser
- $110M
- Advisers
- 3
No reported disclosures
Bernardi Asset Management, LLC
Northfield, IL · Est. 2008
- AUM
- $331M
- Per adviser
- $33M
- Advisers
- 10
No reported disclosures
Powers Advisory Group, LLC
Highland, IL · Est. 2021
- AUM
- $330M
- Per adviser
- $82M
- Advisers
- 4
No reported disclosures
Benchmark Investment Advisors LLC
Chicago, IL · Est. 2012
- AUM
- $329M
- Per adviser
- $82M
- Advisers
- 4
No reported disclosures
Kenney Investments INC
Northfield, IL · Est. 1989
- AUM
- $328M
- Per adviser
- $164M
- Advisers
- 2
No reported disclosures
Latko Wealth Management, Ltd.
Frankfort, IL · Est. 2018
- AUM
- $327M
- Per adviser
- $109M
- Advisers
- 3
No reported disclosures
Hfr Asset Management, L.L.C
Chicago, IL · Est. 2001
- AUM
- $326M
- Per adviser
- $326M
- Advisers
- 1
No reported disclosures
Hfr Investments, LLC
Chicago, IL · Est. 2020
- AUM
- $326M
- Per adviser
- $326M
- Advisers
- 1
No reported disclosures
Vistamark Investments
Hinsdale, IL · Est. 2026
- AUM
- $317M
- Per adviser
- $79M
- Advisers
- 4
No reported disclosures
Mendel Money Management INC
Northbrook, IL · Est. 1989
- AUM
- $317M
- Per adviser
- $79M
- Advisers
- 4
No reported disclosures
Oca Ventures, LLC
Chicago, IL · Est. 2026
- AUM
- $316M
- Per adviser
- $21M
- Advisers
- 15
No reported disclosures
Kenora Financial, LLC
Des Plaines, IL · Est. 2018
- AUM
- $316M
- Per adviser
- $105M
- Advisers
- 3
The Future Fund LLC
Chicago, IL · Est. 2021
- AUM
- $314M
- Per adviser
- $157M
- Advisers
- 2
No reported disclosures
Cts Financial Planning, INC.
Chicago, IL · Est. 1985
- AUM
- $314M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Wellment Financial
Elmhurst, IL · Est. 2021
- AUM
- $313M
- Per adviser
- $28M
- Advisers
- 11
No reported disclosures
Monere Wealth Management, INC.
Schaumburg, IL · Est. 2019
- AUM
- $312M
- Per adviser
- $39M
- Advisers
- 8
No reported disclosures
Tilia Holdings, LLC
Chicago, IL · Est. 2019
- AUM
- $312M
- Per adviser
- $35M
- Advisers
- 9
No reported disclosures
Temerity Strategic Partners
Chicago, IL · Est. 2025
- AUM
- $305M
- Per adviser
- $38M
- Advisers
- 8
No reported disclosures
Emc Capital Advisors, LLC
Bannockburn, IL · Est. 2013
- AUM
- $305M
- Per adviser
- $76M
- Advisers
- 4
No reported disclosures
Mack Investment Securities, INC.
Northfield, IL · Est. 1987
- AUM
- $303M
- Per adviser
- $38M
- Advisers
- 8
No reported disclosures
Access Financial Group, INC.
Chicago, IL · Est. 1994
- AUM
- $302M
- Per adviser
- $60M
- Advisers
- 5
No reported disclosures
Cypress Investment Management, LLC
Oakbrook Terrace, IL · Est. 2023
- AUM
- $302M
- Per adviser
- $151M
- Advisers
- 2
No reported disclosures
Praxis Capital Management LLC
Chicago, IL · Est. 2025
- AUM
- $301M
- Per adviser
- $25M
- Advisers
- 12
No reported disclosures
Vital Wealth Management, LLC
Rosemont, IL · Est. 2014
- AUM
- $301M
- Per adviser
- $301M
- Advisers
- 1
No reported disclosures
Sterling Bay Capital Advisers, LLC
Chicago, IL · Est. 2016
- AUM
- $298M
- Per adviser
- $14M
- Advisers
- 22
No reported disclosures
Project Level Management Company, LLC
Chicago, IL · Est. 2025
- AUM
- $294M
- Per adviser
- $37M
- Advisers
- 8
No reported disclosures
Nextgen Growth Partners, LLC
Chicago, IL · Est. 2022
- AUM
- $294M
- Per adviser
- $59M
- Advisers
- 5
No reported disclosures
Fiduciary Financial Partners, LLC
Naperville, IL · Est. 2013
- AUM
- $293M
- Per adviser
- $59M
- Advisers
- 5
No reported disclosures
The Planning Group
Northfield, IL · Est. 2018
- AUM
- $291M
- Per adviser
- $73M
- Advisers
- 4
No reported disclosures
Millington Financial Advisors, LLC
Naperville, IL · Est. 2022
- AUM
- $291M
- Per adviser
- $58M
- Advisers
- 5
No reported disclosures
Investbev
Chicago, IL · Est. 2024
- AUM
- $291M
- Per adviser
- $42M
- Advisers
- 7
No reported disclosures
Guardian Wealth Management INC.
Peoria, IL · Est. 2018
- AUM
- $289M
- Per adviser
- $72M
- Advisers
- 4
No reported disclosures
Mcbeath Financial Group
Normal, IL · Est. 2024
- AUM
- $287M
- Per adviser
- $36M
- Advisers
- 8
No reported disclosures
Rpc Private Wealth, LLC
Hinsdale, IL · Est. 2019
- AUM
- $286M
- Per adviser
- $286M
- Advisers
- 1
No reported disclosures
New England Research & Management, INC.
Chicago, IL · Est. 1979
- AUM
- $285M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
Pandora Wealth, INC.
Oakbrook Terrace, IL · Est. 2024
- AUM
- $285M
- Per adviser
- $71M
- Advisers
- 4
No reported disclosures
Pearson Creek Capital Management LLC
Chicago, IL · Est. 2015
- AUM
- $285M
- Per adviser
- $285M
- Advisers
- 1
No reported disclosures
Holder Wealth Management
Champaign, IL · Est. 2018
- AUM
- $284M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
Stonebridge Wealth Management LLC
Oak Brook, IL · Est. 2018
- AUM
- $283M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Pendulum Wealth Partners
Itasca, IL · Est. 2025
- AUM
- $283M
- Per adviser
- $31M
- Advisers
- 9
No reported disclosures
Cypress Wealth Management
Oakbrook Terrace, IL · Est. 2023
- AUM
- $283M
- Per adviser
- $141M
- Advisers
- 2
No reported disclosures
Detterbeck Wealth Management
Palatine, IL · Est. 2017
- AUM
- $279M
- Per adviser
- $93M
- Advisers
- 3
No reported disclosures
Horizon Family Wealth, INC.
Chicago, IL · Est. 2021
- AUM
- $279M
- Per adviser
- $279M
- Advisers
- 1
No reported disclosures
4wealth Advisors, INC.
Burr Ridge, IL · Est. 2018
- AUM
- $275M
- Per adviser
- $28M
- Advisers
- 10
No reported disclosures
O'Connor Financial Group LLC
Quincy, IL · Est. 2022
- AUM
- $275M
- Per adviser
- $92M
- Advisers
- 3
No reported disclosures
Kai Wealth LLC
Chicago, IL · Est. 2024
- AUM
- $275M
- Per adviser
- $138M
- Advisers
- 2
No reported disclosures
Chicago Investment Advisory Group
Mokena, IL · Est. 2019
- AUM
- $275M
- Per adviser
- $39M
- Advisers
- 7
No reported disclosures
Klaff Realty, LP
Chicago, IL · Est. 2015
- AUM
- $275M
- Per adviser
- $138M
- Advisers
- 2
No reported disclosures
Signature Financial Services, Ltd
Arlington Heights, IL · Est. 2005
- AUM
- $274M
- Per adviser
- $23M
- Advisers
- 12
No reported disclosures
Uhlmann Investment Management, L.L.C.
Skokie, IL · Est. 2018
- AUM
- $273M
- Per adviser
- $30M
- Advisers
- 9
No reported disclosures
E. A. Horwitz LLC
Deerfield, IL · Est. 2012
- AUM
- $273M
- Per adviser
- $25M
- Advisers
- 11
No reported disclosures
Eastgate Capital Advisors LLC
Winnetka, IL · Est. 2024
- AUM
- $271M
- Per adviser
- $68M
- Advisers
- 4
No reported disclosures
Wavvest Wealth
Chicago, IL · Est. 2024
- AUM
- $268M
- Per adviser
- $89M
- Advisers
- 3
No reported disclosures
Tradelink Capital LLC
Chicago, IL · Est. 2012
- AUM
- $268M
- Per adviser
- $24M
- Advisers
- 11
No reported disclosures
The Dala Group, LLC
Hoffman Estates, IL · Est. 2023
- AUM
- $265M
- Per adviser
- $38M
- Advisers
- 7
No reported disclosures
Greenstone Belt Wealth Advisors, LLC
Chicago, IL · Est. 2025
- AUM
- $260M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Clark Wealth Partners, LLC
O'Fallon, IL · Est. 2022
- AUM
- $260M
- Per adviser
- $87M
- Advisers
- 3
No reported disclosures
Pluscios Management LLC
Evanston, IL · Est. 2008
- AUM
- $258M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
103 Advisory Group
Chicago, IL · Est. 2022
- AUM
- $257M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Frontaura Capital LLC
Chicago, IL · Est. 2025
- AUM
- $257M
- Per adviser
- $64M
- Advisers
- 4
No reported disclosures
Estate & Trust Advisors
Riverwoods, IL · Est. 2006
- AUM
- $256M
- Per adviser
- $64M
- Advisers
- 4
No reported disclosures
Winona Capital Management, LLC
Chicago, IL · Est. 2014
- AUM
- $256M
- Per adviser
- $64M
- Advisers
- 4
No reported disclosures
Gate City Capital Management, LLC
Chicago, IL · Est. 2017
- AUM
- $254M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Patrick M. Sweeney & Associates, INC
Libertyville, IL · Est. 2020
- AUM
- $253M
- Per adviser
- $126M
- Advisers
- 2
No reported disclosures
Main Street Investment Advisors, LLC
Northbrook, IL · Est. 2018
- AUM
- $250M
- Per adviser
- $83M
- Advisers
- 3
No reported disclosures
Prairie Rivers Investments, LLC
Robinson, IL · Est. 2017
- AUM
- $249M
- Per adviser
- $83M
- Advisers
- 3
No reported disclosures
Lakewood Asset Management, LLC
Naperville, IL · Est. 2018
- AUM
- $249M
- Per adviser
- $62M
- Advisers
- 4
No reported disclosures
Tenet Wealth Partners, LLC
Champaign, IL · Est. 2026
- AUM
- $247M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
Impact Engine
Chicago, IL · Est. 2023
- AUM
- $244M
- Per adviser
- $41M
- Advisers
- 6
No reported disclosures
210 Financial
Morton, IL · Est. 2023
- AUM
- $243M
- Per adviser
- $49M
- Advisers
- 5
No reported disclosures
Prism Planning Partners
Libertyville, IL · Est. 2022
- AUM
- $242M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Interactive Financial Advisors
New Lenox, IL · Est. 2005
- AUM
- $240M
- Per adviser
- $7M
- Advisers
- 33
No reported disclosures
Arlington Wealth Management
Arlington Heights, IL · Est. 2014
- AUM
- $236M
- Per adviser
- $79M
- Advisers
- 3
Lind Capital Partners
Evanston, IL · Est. 2013
- AUM
- $235M
- Per adviser
- $47M
- Advisers
- 5
No reported disclosures
Mpi Wealth Management LLC
Hinsdale, IL · Est. 2019
- AUM
- $234M
- Per adviser
- $78M
- Advisers
- 3
Brentview Investment Management, LLC
Northfield, IL · Est. 2020
- AUM
- $233M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Lizard Investors LLC
Chicago, IL · Est. 2008
- AUM
- $233M
- Per adviser
- $116M
- Advisers
- 2
No reported disclosures
Roppel Capital Management LLC
Park Ridge, IL · Est. 2026
- AUM
- $231M
- Per adviser
- $116M
- Advisers
- 2
No reported disclosures
Forest Asset Management LLC
Riverside, IL · Est. 2021
- AUM
- $231M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Woodfield Financial Advisors, INC.
Deer Park, IL · Est. 2021
- AUM
- $230M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Chicago Investment Advisory Council, INC.
St. Charles, IL · Est. 2021
- AUM
- $230M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
Alerce Investment Management, L.P.
Chicago, IL · Est. 2016
- AUM
- $227M
- Per adviser
- $113M
- Advisers
- 2
Mentor Capital Management INC.
Chicago, IL · Est. 2020
- AUM
- $226M
- Per adviser
- $57M
- Advisers
- 4
No reported disclosures
Williams Capital Management Company
Wilmette, IL · Est. 2022
- AUM
- $226M
- Per adviser
- $226M
- Advisers
- 1
No reported disclosures
Mindful Wealth LLC
Glencoe, IL · Est. 2023
- AUM
- $225M
- Per adviser
- $225M
- Advisers
- 1
No reported disclosures
Bantamac Capital, LLC
Chicago, IL · Est. 2021
- AUM
- $225M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Via IV Investments, LLC
Burr Ridge, IL · Est. 2021
- AUM
- $222M
- Per adviser
- $55M
- Advisers
- 4
No reported disclosures
Madden Funds Management
Oak Park, IL · Est. 1995
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
Core Capital Management, LLC
Chicago, IL · Est. 2018
- AUM
- $216M
- Per adviser
- $54M
- Advisers
- 4
No reported disclosures
Krm Financial Planning & Wealth Management, LLC
St. Charles, IL · Est. 2026
- AUM
- $211M
- Per adviser
- $211M
- Advisers
- 1
No reported disclosures
Virtue Asset Management LLC
Barrington, IL · Est. 2022
- AUM
- $211M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Phase III Advisory Services, Ltd
Buffalo Grove, IL · Est. 2005
- AUM
- $211M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Treetop Wealth Management, LLC
Northfield, IL · Est. 2021
- AUM
- $210M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Prairieview Wealth & Tax Advisors
Frankfort, IL · Est. 2023
- AUM
- $207M
- Per adviser
- $52M
- Advisers
- 4
No reported disclosures
Parkview Asset Management, INC.
Oakbrook Terrace, IL · Est. 2022
- AUM
- $206M
- Per adviser
- $103M
- Advisers
- 2
No reported disclosures
Western Pacific Wealth Management, LP
Lake Forest, IL · Est. 2010
- AUM
- $206M
- Per adviser
- $103M
- Advisers
- 2
No reported disclosures
Crystal Rock Capital Management, LLC.
Bannockburn, IL · Est. 2012
- AUM
- $204M
- Per adviser
- $51M
- Advisers
- 4
No reported disclosures
Dv Capital Advisors, LLC
Chicago, IL · Est. 2024
- AUM
- $203M
- Per adviser
- $29M
- Advisers
- 7
No reported disclosures
Chicago Capital Management, LLC
Chicago, IL · Est. 2015
- AUM
- $203M
- Per adviser
- $68M
- Advisers
- 3
No reported disclosures
Stride Investments, LLC
Chicago, IL · Est. 2020
- AUM
- $201M
- Per adviser
- $50M
- Advisers
- 4
No reported disclosures
Allied Asset Advisors INC
Hometown, IL · Est. 2000
- AUM
- $200M
- Per adviser
- $200M
- Advisers
- 1
No reported disclosures
Uncommon Equity LLC
Chicago, IL · Est. 2024
- AUM
- $199M
- Per adviser
- $25M
- Advisers
- 8
No reported disclosures
Pmg Wealth Management
Hawthorn Woods, IL · Est. 2021
- AUM
- $198M
- Per adviser
- $50M
- Advisers
- 4
No reported disclosures
Trueman Brown
Lake Zurich, IL · Est. 2021
- AUM
- $196M
- Per adviser
- $196M
- Advisers
- 1
No reported disclosures
Ark Advisors LLC
Bloomington, IL · Est. 2025
- AUM
- $196M
- Per adviser
- $98M
- Advisers
- 2
No reported disclosures
American Community Wealth Management, LLC
Crystal Lake, IL · Est. 2025
- AUM
- $195M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Tetley Investments, LLC
Park Ridge, IL · Est. 2021
- AUM
- $194M
- Per adviser
- $97M
- Advisers
- 2
No reported disclosures
Mws Capital Consultants LLC
Chicago, IL · Est. 2022
- AUM
- $194M
- Per adviser
- $65M
- Advisers
- 3
No reported disclosures
Kinzie Capital Partners
Chicago, IL · Est. 2022
- AUM
- $193M
- Per adviser
- $32M
- Advisers
- 6
No reported disclosures
Grizzlyrock Capital, LLC
Chicago, IL · Est. 2022
- AUM
- $193M
- Per adviser
- $96M
- Advisers
- 2
No reported disclosures
Financial Elements, INC
Rolling Meadows, IL · Est. 2025
- AUM
- $193M
- Per adviser
- $193M
- Advisers
- 1
No reported disclosures
Masus Financial Group, Ltd.
Batavia, IL · Est. 2015
- AUM
- $191M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Three Sixty Wealth Management, LLC
Bloomington, IL · Est. 2021
- AUM
- $190M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Harbour Financial Resources, Ltd
Skokie, IL · Est. 2000
- AUM
- $190M
- Per adviser
- $95M
- Advisers
- 2
No reported disclosures
Signet Private Wealth, LLC
Chicago, IL · Est. 2023
- AUM
- $190M
- Per adviser
- $47M
- Advisers
- 4
No reported disclosures
Mcculley Financial Group, LLC
Westchester, IL · Est. 2024
- AUM
- $189M
- Per adviser
- $189M
- Advisers
- 1
No reported disclosures
Wall Street Financial Group, INC.
Carlinville, IL · Est. 2024
- AUM
- $188M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Precise Investment Management, INC.
Highland Park, IL · Est. 2022
- AUM
- $186M
- Per adviser
- $47M
- Advisers
- 4
First Analysis Capital Management LLC
Chicago, IL · Est. 2012
- AUM
- $186M
- Per adviser
- $21M
- Advisers
- 9
No reported disclosures
Boon Capital Advisors LLC
Northbrook, IL · Est. 2024
- AUM
- $185M
- Per adviser
- $185M
- Advisers
- 1
No reported disclosures
Equity Armor Investments
Chicago, IL · Est. 2019
- AUM
- $184M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Gll Investors
Chicago, IL · Est. 2015
- AUM
- $184M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Kuhn & Company Investment Counsel, LLC
Chicago, IL · Est. 2022
- AUM
- $183M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Barrett Upton Capital Partners
Lake Forest, IL · Est. 2023
- AUM
- $182M
- Per adviser
- $30M
- Advisers
- 6
No reported disclosures
Lakeshore Capital Group, INC.
Rolling Meadows, IL · Est. 2023
- AUM
- $181M
- Per adviser
- $91M
- Advisers
- 2
No reported disclosures
Cyr Financial INC.
Hennepin, IL · Est. 2024
- AUM
- $181M
- Per adviser
- $36M
- Advisers
- 5
No reported disclosures
T2 Asset Management, LLC
Naperville, IL · Est. 2017
- AUM
- $180M
- Per adviser
- $23M
- Advisers
- 8
No reported disclosures
Mirretti Perryman Wealth Strategies, LLC
Skokie, IL · Est. 2022
- AUM
- $179M
- Per adviser
- $60M
- Advisers
- 3
No reported disclosures
Hull Tactical
Chicago, IL · Est. 2014
- AUM
- $177M
- Per adviser
- $22M
- Advisers
- 8
No reported disclosures
Mclaughlin Asset Management, INC.
Danville, IL · Est. 2025
- AUM
- $176M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures
Benchmark Capital Group Ltd.
Galena, IL · Est. 2021
- AUM
- $174M
- Per adviser
- $87M
- Advisers
- 2
No reported disclosures
Tilden Loucks & Woodnorth LLC
Elmhurst, IL · Est. 1994
- AUM
- $173M
- Per adviser
- —
- Advisers
- —
Liberty Asset Management, INC.
Woodridge, IL · Est. 2022
- AUM
- $173M
- Per adviser
- $58M
- Advisers
- 3
No reported disclosures
North Shore Investment Consulting LLC
Wilmette, IL · Est. 2020
- AUM
- $171M
- Per adviser
- $171M
- Advisers
- 1
No reported disclosures
Pacesetter Financial Group, L.L.C.
Lincoln, IL · Est. 2024
- AUM
- $170M
- Per adviser
- $57M
- Advisers
- 3
No reported disclosures
Kuhn Capital Partners
Oak Brook, IL · Est. 2025
- AUM
- $170M
- Per adviser
- $34M
- Advisers
- 5
No reported disclosures
Silva Capital Management LLC
Chicago, IL · Est. 2010
- AUM
- $169M
- Per adviser
- $169M
- Advisers
- 1
No reported disclosures
Lifepoint Planning
Schaumburg, IL · Est. 2025
- AUM
- $168M
- Per adviser
- $56M
- Advisers
- 3
No reported disclosures
Illuminate Wealth Management
Barrington, IL · Est. 2025
- AUM
- $168M
- Per adviser
- $84M
- Advisers
- 2
No reported disclosures
Mcdonnell Capital Management
Frankfort, IL · Est. 2025
- AUM
- $167M
- Per adviser
- $83M
- Advisers
- 2
No reported disclosures
Capital Gains Incorporated
Niles, IL · Est. 1992
- AUM
- $167M
- Per adviser
- $167M
- Advisers
- 1
No reported disclosures
Expressive Wealth LLC
Chicago, IL · Est. 2024
- AUM
- $165M
- Per adviser
- $18M
- Advisers
- 9
No reported disclosures
Pr Wealth Management Group
East Moline, IL · Est. 2021
- AUM
- $165M
- Per adviser
- $33M
- Advisers
- 5
No reported disclosures
Marquee Capital Advisors
Chicago, IL · Est. 2025
- AUM
- $163M
- Per adviser
- $15M
- Advisers
- 11
No reported disclosures
Savant Investment Advisers, INC.
Homewood, IL · Est. 2022
- AUM
- $163M
- Per adviser
- $54M
- Advisers
- 3
No reported disclosures
Steward Advisors, LLC
Chicago, IL · Est. 2022
- AUM
- $161M
- Per adviser
- $40M
- Advisers
- 4
No reported disclosures
Zendamentals
Chicago, IL · Est. 2025
- AUM
- $161M
- Per adviser
- $161M
- Advisers
- 1
No reported disclosures
Scg Asset Management LLC
Naperville, IL · Est. 2021
- AUM
- $159M
- Per adviser
- $40M
- Advisers
- 4
No reported disclosures
Valoran Capital Management
Chicago, IL · Est. 2021
- AUM
- $158M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Avocet Capital Management LLC
Northbrook, IL · Est. 2022
- AUM
- $158M
- Per adviser
- $79M
- Advisers
- 2
No reported disclosures
Winchester Asset Management, LLC
Chicago, IL · Est. 2026
- AUM
- $154M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Sheffield Asset Management, L.L.C.
Chicago, IL · Est. 2011
- AUM
- $152M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
Convexitas
Chicago, IL · Est. 2025
- AUM
- $151M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Opus Financial Solutions LLC
Downers Grove, IL · Est. 2021
- AUM
- $151M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Lincoln Capital Advisers LLC
Chicago, IL · Est. 2025
- AUM
- $150M
- Per adviser
- $21M
- Advisers
- 7
No reported disclosures
Barrett Wealth Connection LLC
Spring Grove, IL · Est. 2024
- AUM
- $148M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Outlook Capital Management, LLC
Arlington Heights, IL · Est. 2025
- AUM
- $147M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Kruse Asset Management, LLC
Chicago, IL · Est. 2025
- AUM
- $146M
- Per adviser
- $73M
- Advisers
- 2
No reported disclosures
Monetta Financial Services INC
Wheaton, IL · Est. 1984
- AUM
- $145M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures
Midwest Financial Network, LLC
Tinley Park, IL · Est. 2024
- AUM
- $142M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Clement Street Capital LLC
Downers Grove, IL · Est. 2025
- AUM
- $141M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Vertis Wealth, LLC
Chicago, IL · Est. 2025
- AUM
- $141M
- Per adviser
- $23M
- Advisers
- 6
No reported disclosures
Monroe Capital Real Estate Credit Advisors, LLC
Chicago, IL · Est. 2026
- AUM
- $140M
- Per adviser
- $28M
- Advisers
- 5
No reported disclosures
Fortis Portfolio Solutions, LLC
Chicago, IL · Est. 2021
- AUM
- $140M
- Per adviser
- $70M
- Advisers
- 2
No reported disclosures
Teza Capital Management LLC
Chicago, IL · Est. 2014
- AUM
- $140M
- Per adviser
- $3M
- Advisers
- 40
No reported disclosures
Centerstar Asset Management, LLC
Chicago, IL · Est. 2017
- AUM
- $139M
- Per adviser
- $20M
- Advisers
- 7
No reported disclosures
Mark Bell Advisory Services, INC.
Chicago, IL · Est. 1990
- AUM
- $138M
- Per adviser
- $138M
- Advisers
- 1
No reported disclosures
Landolt Securities, INC.
Lake Bluff, IL · Est. 2026
- AUM
- $138M
- Per adviser
- $11M
- Advisers
- 13
Directional Asset Management, LLC
Arlington Heights, IL · Est. 2024
- AUM
- $137M
- Per adviser
- $137M
- Advisers
- 1
No reported disclosures
Horizon Capital Management, LLC
Lake Forest, IL · Est. 2025
- AUM
- $136M
- Per adviser
- $136M
- Advisers
- 1
No reported disclosures
Chicago Capital Management Advisors, LLC
Lisle, IL · Est. 2024
- AUM
- $135M
- Per adviser
- $7M
- Advisers
- 19
No reported disclosures
Stone Island Financial Planning
Naperville, IL · Est. 2009
- AUM
- $134M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Blue Line Capital
Chicago, IL · Est. 2026
- AUM
- $132M
- Per adviser
- $19M
- Advisers
- 7
No reported disclosures
Versatile Capital Management L.L.C.
Chicago, IL · Est. 2025
- AUM
- $130M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Pebble Valley Wealth Management
Western Springs, IL · Est. 2026
- AUM
- $129M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Marcus Capital, LLC
Northfield, IL · Est. 2025
- AUM
- $129M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Stephen Smith Financial INC.
Schaumburg, IL · Est. 2025
- AUM
- $129M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Strategic Portfolio Managers
Northfield, IL · Est. 2023
- AUM
- $127M
- Per adviser
- $127M
- Advisers
- 1
No reported disclosures
Bcm Capital Management LLC
Northfield, IL · Est. 2025
- AUM
- $126M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Significant Wealth Partners LLC
Cary, IL · Est. 2023
- AUM
- $126M
- Per adviser
- $25M
- Advisers
- 5
No reported disclosures
Wolf Financial Advisors LLC
Pekin, IL · Est. 2025
- AUM
- $125M
- Per adviser
- $125M
- Advisers
- 1
No reported disclosures
Midwest Financial Associates, INC.
Rockford, IL · Est. 2026
- AUM
- $124M
- Per adviser
- $124M
- Advisers
- 1
Daly Investment Management, LLC
Mount Prospect, IL · Est. 2026
- AUM
- $124M
- Per adviser
- $124M
- Advisers
- 1
No reported disclosures
Maynerich Financial
Virden, IL · Est. 2024
- AUM
- $123M
- Per adviser
- $61M
- Advisers
- 2
Arbor Financial Services, LLC
Downers Grove, IL · Est. 2021
- AUM
- $122M
- Per adviser
- $41M
- Advisers
- 3
No reported disclosures
Laureate Wealth Management, LLC
Glen Ellyn, IL · Est. 2026
- AUM
- $122M
- Per adviser
- $30M
- Advisers
- 4
No reported disclosures
Blue Haven Capital, LLC
Geneva, IL · Est. 2026
- AUM
- $122M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Regal Advisory Services, INC.
Glenview, IL · Est. 2010
- AUM
- $121M
- Per adviser
- $8M
- Advisers
- 16
Pathfinder Advisory, INC.
Rockford, IL · Est. 2026
- AUM
- $121M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Foresight Wealth Advisors
Skokie, IL · Est. 2026
- AUM
- $121M
- Per adviser
- $121M
- Advisers
- 1
No reported disclosures
Alo Financial Planning
Mount Prospect, IL · Est. 2026
- AUM
- $121M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Advanced Planning Advisors Group INC.
Naperville, IL · Est. 2026
- AUM
- $120M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Hinsdale Associates
Hinsdale, IL · Est. 1983
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
K2 Wealth Management LLC
Chicago, IL · Est. 2026
- AUM
- $120M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Copperwood Financial
Burr Ridge, IL · Est. 2025
- AUM
- $120M
- Per adviser
- $40M
- Advisers
- 3
Yunistone Investment Group, LLC
Chicago, IL · Est. 2025
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
Magellan Investment Partners North America, INC.
Westmont, IL · Est. 1996
- AUM
- $119M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Blue Sky Investment Partners, INC.
Evanston, IL · Est. 2026
- AUM
- $118M
- Per adviser
- $118M
- Advisers
- 1
No reported disclosures
Kinnamon & Associates Ltd II
Barrington, IL · Est. 2026
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
New Vernon Investment Management LLC
Highland Park, IL · Est. 2012
- AUM
- $116M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures
The Copia Group
Chicago, IL · Est. 2025
- AUM
- $115M
- Per adviser
- $19M
- Advisers
- 6
No reported disclosures
Mosaic Fi LLC
Lincolnshire, IL · Est. 2026
- AUM
- $113M
- Per adviser
- $56M
- Advisers
- 2
No reported disclosures
Fra Wealth Management LLC
O'Fallon, IL · Est. 2025
- AUM
- $113M
- Per adviser
- $56M
- Advisers
- 2
No reported disclosures
Kdm Wealth Management INC.
Geneva, IL · Est. 2025
- AUM
- $112M
- Per adviser
- $37M
- Advisers
- 3
No reported disclosures
Orchard Capital Management, LLC
Chicago, IL · Est. 2015
- AUM
- $112M
- Per adviser
- $37M
- Advisers
- 3
No reported disclosures
Bondurant Investment Advisory, LLC
Evanston, IL · Est. 2025
- AUM
- $111M
- Per adviser
- $56M
- Advisers
- 2
No reported disclosures
Dillow Wealth Management LLC
Oak Brook, IL · Est. 2021
- AUM
- $106M
- Per adviser
- $106M
- Advisers
- 1
No reported disclosures
Financial Design Studio, INC.
Deer Park, IL · Est. 2025
- AUM
- $106M
- Per adviser
- $35M
- Advisers
- 3
No reported disclosures
Insight Securities, INC.
Highland Park, IL · Est. 1977
- AUM
- $94M
- Per adviser
- $7M
- Advisers
- 14
Quincy Wells Advisors, LLC
Chicago, IL · Est. 2020
- AUM
- $87M
- Per adviser
- $4M
- Advisers
- 20
No reported disclosures
Fairway Capital Management, LLC
Chicago, IL · Est. 2021
- AUM
- $85M
- Per adviser
- $17M
- Advisers
- 5
No reported disclosures
Rail Splitter Capital Advisers, LLC
Chicago, IL · Est. 2026
- AUM
- $61M
- Per adviser
- $20M
- Advisers
- 3
No reported disclosures
Eastspring US
Chicago, IL · Est. 2014
- AUM
- $50M
- Per adviser
- $12M
- Advisers
- 4
No reported disclosures
Heritage Strategic Wealth, LLC
Cary, IL · Est. 2025
- AUM
- $46M
- Per adviser
- $23M
- Advisers
- 2
No reported disclosures
Mitchell Vaught & Taylor INC
Chicago, IL · Est. 1996
- AUM
- $42M
- Per adviser
- $8M
- Advisers
- 5
No reported disclosures
Cgam
Naperville, IL · Est. 2022
- AUM
- $27M
- Per adviser
- $7M
- Advisers
- 4
No reported disclosures
Tall Pines Capital, LLC
Oak Brook, IL · Est. 2019
- AUM
- $25M
- Per adviser
- $25M
- Advisers
- 1
No reported disclosures
Rcp Advisors, LLC
Chicago, IL · Est. 2005
- AUM
- $21M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Riverwalk Capital Partners, LLC
Chicago, IL · Est. 2023
- AUM
- $16M
- Per adviser
- $4M
- Advisers
- 4
No reported disclosures
Keeley-Teton Advisors, LLC
Chicago, IL · Est. 2017
- AUM
- $13M
- Per adviser
- $13M
- Advisers
- 1
No reported disclosures
Castleark Alternatives, LLC
Chicago, IL · Est. 2024
- AUM
- $8M
- Per adviser
- $2M
- Advisers
- 4
No reported disclosures
Access Softek Advisory Services
Naperville, IL · Est. 2019
- AUM
- $7M
- Per adviser
- $2M
- Advisers
- 4
No reported disclosures
Redmont Wealth
Chicago, IL · Est. 2020
- AUM
- $5M
- Per adviser
- $5M
- Advisers
- 1
No reported disclosures
Forester Capital Management Ltd
Libertyville, IL · Est. 1999
- AUM
- $4M
- Per adviser
- $4M
- Advisers
- 1
No reported disclosures
Whale
Chicago, IL · Est. 2024
- AUM
- $3M
- Per adviser
- $1M
- Advisers
- 2
No reported disclosures
M1 Advisory
Chicago, IL · Est. 2015
- AUM
- $633,573
- Per adviser
- —
- Advisers
- —
No reported disclosures
Path Digital Advisors, LLC
Chicago, IL · Est. 2021
- AUM
- $150,000
- Per adviser
- $150,000
- Advisers
- 1
No reported disclosures
Zacks Intelligence LLC
Chicago, IL · Est. 2024
- AUM
- $2
- Per adviser
- $0.667
- Advisers
- 3
No reported disclosures
Sound Advice Financial INC.
Bannockburn, IL · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Wealth Builder Funds LLC
Cary, IL · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Lifewise Wealth Advisors
Champaign, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Aon Securities LLC
Chicago, IL · Est. 2015
- AUM
- —
- Per adviser
- —
- Advisers
- 14
No reported disclosures
Capri Egm, LLC
Chicago, IL · Est. 2019
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Manifest
Chicago, IL · Est. 2020
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Benefi
Chicago, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Iolite Asset Management
Chicago, IL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Gcm Grosvenor Wealth L.P.
Chicago, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 166
No reported disclosures
Merit Capital Partners Vi, LLC
Chicago, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 16
No reported disclosures
Monroe Capital Asset Finance Advisors, LLC
Chicago, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Mesirow Institutional Investment Management, INC.
Chicago, IL · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Investment Consulting Services, LLC
Lombard, IL · Est. 2002
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Strategic Capital Investment Advisors INC
Lombard, IL · Est. 1999
- AUM
- —
- Per adviser
- —
- Advisers
- 14
No reported disclosures
15 Wealth Advisors LLC
Mundelein, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 7
No reported disclosures
Calamos Private Equity LLC
Naperville, IL · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Intentgen Financial Partners
Naperville, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures
Rothschild Financial Partners, LLC
Oak Brook, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Choreo Partner Alliance, LLC
Rockford, IL · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Cetera Investment Management LLC
Schamburg, IL · Est. 2013
- AUM
- —
- Per adviser
- —
- Advisers
- 9
No reported disclosures
Horace Mann Investors, INC.
Springfield, IL · Est. 2015
- AUM
- —
- Per adviser
- —
- Advisers
- 66
Timothy Financial Counsel, INC.
Wheaton, IL · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 20
No reported disclosures
Brookstone Wealth Advisors, LLC
Wheaton, IL · Est. 2007
- AUM
- —
- Per adviser
- —
- Advisers
- 247
No reported disclosures