AdvisorGrade

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

NationalInternational
Fee-based
AUM
$1.2T
Per adviser
$5.7B
Advisers
219

Invesco Capital Management LLC

Downers Grove, IL · Est. 2003

NationalInternational
Fee-only
AUM
$941.0B
Per adviser
$24.1B
Advisers
39

No reported disclosures

First Trust Advisors LP

Wheaton, IL · Est. 1991

NationalInternational
Fee-only
AUM
$309.2B
Per adviser
$2.2B
Advisers
143

Nuveen Asset Management, LLC

Chicago, IL · Est. 2010

NationalInternational
Fee-based
AUM
$280.5B
Per adviser
$948M
Advisers
296

No reported disclosures

L&G - Asset Management, America

Chicago, IL · Est. 2009

NationalInternational
Fee-based
AUM
$267.2B
Per adviser
$2.6B
Advisers
104

No reported disclosures

Cetera Investment Advisers LLC

Schaumburg, IL · Est. 1984

National
Fee-based
AUM
$256.8B
Per adviser
$28M
Advisers
9,049

No reported disclosures

Balyasny Asset Management L.P.

Chicago, IL · Est. 2006

NationalInternational
Fee-only
AUM
$248.1B
Per adviser
$242M
Advisers
1,026

Hightower Advisors, LLC

Chicago, IL · Est. 2008

NationalInternational
Fee-based
AUM
$198.6B
Per adviser
$208M
Advisers
953

Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL · Est. 2008

NationalInternational
Fee-based
AUM
$194.8B
Per adviser
$894M
Advisers
218

No reported disclosures

Nuveen Fund Advisors, LLC

Chicago, IL · Est. 1978

NationalInternational
Fee-only
AUM
$186.3B
Per adviser
$7.5B
Advisers
25

No reported disclosures

Thoma Bravo

Chicago, IL · Est. 2012

NationalInternational
Fee-only
AUM
$182.9B
Per adviser
$2.1B
Advisers
89

No reported disclosures

Gc Advisors LLC

Chicago, IL · Est. 2009

NationalInternational
Fee-only
AUM
$177.9B
Per adviser
$649M
Advisers
274

No reported disclosures

Corient

Miami, IL · Est. 2022

NationalInternational
Fee-based
AUM
$165.3B
Per adviser
$267M
Advisers
620

Aon Investments USA INC.

Chicago, IL · Est. 1982

NationalInternational
Fee-based
AUM
$151.0B
Per adviser
$609M
Advisers
248

Gc Opal Advisors LLC

Chicago, IL · Est. 2017

NationalInternational
Fee-only
AUM
$124.3B
Per adviser
$406M
Advisers
306

No reported disclosures

Harris | Oakmark

Chicago, IL · Est. 1995

NationalInternational
Fee-based
AUM
$109.5B
Per adviser
$2.5B
Advisers
43

No reported disclosures

Lsv Asset Management

Chicago, IL · Est. 1994

NationalInternational
Fee-only
AUM
$104.2B
Per adviser
$6.9B
Advisers
15

No reported disclosures

Fiducient Advisors LLC

Chicago, IL · Est. 1995

National
Fee-based
AUM
$97.5B
Per adviser
$1.3B
Advisers
78

No reported disclosures

Gcm Grosvenor L.P.

Chicago, IL · Est. 1997

NationalInternational
Fee-based
AUM
$95.5B
Per adviser
$575M
Advisers
166

No reported disclosures

Ppm America INC

Chicago, IL · Est. 1992

NationalInternational
Fee-based
AUM
$93.8B
Per adviser
$802M
Advisers
117

No reported disclosures

Morningstar Investment Management LLC

Chicago, IL · Est. 1999

NationalInternational
Fee-based
AUM
$87.8B
Per adviser
$1.7B
Advisers
52

No reported disclosures

Cresset Asset Management, LLC

Chicago, IL · Est. 2017

NationalInternational
Fee-based
AUM
$78.9B
Per adviser
$422M
Advisers
187

No reported disclosures

Blue Owl Real Estate Capital LLC

Chicago, IL · Est. 2012

NationalInternational
Fee-only
AUM
$67.9B
Per adviser
$522M
Advisers
130

No reported disclosures

Cibc Private Wealth Advisors, INC.

Chicago, IL · Est. 2000

NationalInternational
Fee-based
AUM
$67.8B
Per adviser
$308M
Advisers
220

No reported disclosures

Harbor Capital Advisors, INC.

Chicago, IL · Est. 2001

NationalInternational
Fee-based
AUM
$67.6B
Per adviser
$2.7B
Advisers
25

No reported disclosures

Adams Street Partners, LLC

Chicago, IL · Est. 2000

NationalInternational
Fee-only
AUM
$66.5B
Per adviser
$350M
Advisers
190

No reported disclosures

William Blair Investment Management, LLC

Chicago, IL · Est. 2014

NationalInternational
Fee-only
AUM
$65.6B
Per adviser
$462M
Advisers
142

William Blair & Company L.L.C.

Chicago, IL · Est. 1947

NationalInternational
Fee-based
AUM
$64.3B
Per adviser
$278M
Advisers
231

Towers Watson Investment Services, INC.

Chicago, IL · Est. 1994

NationalInternational
Fee-based
AUM
$62.7B
Per adviser
$269M
Advisers
233

No reported disclosures

Valor Equity Partners

Chicago, IL · Est. 2012

NationalInternational
Fee-only
AUM
$59.3B
Per adviser
$872M
Advisers
68

No reported disclosures

Bdt Capital Partners

Chicago, IL · Est. 2012

NationalInternational
Fee-based
AUM
$51.5B
Per adviser
$223M
Advisers
231

No reported disclosures

Mesirow Financial Investment Management, INC.

Chicago, IL · Est. 1986

NationalInternational
Fee-only
AUM
$50.4B
Per adviser
$435M
Advisers
116

No reported disclosures

Savant Wealth Management

Rockford, IL · Est. 1993

NationalInternational
Fee-based
AUM
$49.6B
Per adviser
$208M
Advisers
238

No reported disclosures

Gtcr LLC

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$48.6B
Per adviser
$491M
Advisers
99

No reported disclosures

Antares Capital Advisers LLC

Chicago, IL · Est. 2015

RegionalInternational
Fee-only
AUM
$47.4B
Per adviser
$197M
Advisers
240

No reported disclosures

Marquette Associates, INC.

Chicago, IL · Est. 1997

Regional
Fee-based
AUM
$47.1B
Per adviser
$735M
Advisers
64

No reported disclosures

Calamos Advisors LLC

Naperville, IL · Est. 1987

RegionalInternational
Fee-only
AUM
$43.9B
Per adviser
$385M
Advisers
114

No reported disclosures

Alyeska Investment Group, L.P.

Chicago, IL · Est. 2010

RegionalInternational
Fee-only
AUM
$41.7B
Per adviser
$1.1B
Advisers
38

No reported disclosures

Milliman Financial Risk Management LLC

Chicago, IL · Est. 2012

RegionalInternational
Fee-based
AUM
$40.3B
Per adviser
$299M
Advisers
135

No reported disclosures

Rreef America L.L.C.

Chicago, IL · Est. 1998

RegionalInternational
Fee-only
AUM
$34.3B
Per adviser
$260M
Advisers
132

No reported disclosures

Magnetar Financial LLC

Evanston, IL · Est. 2005

RegionalInternational
Fee-only
AUM
$32.0B
Per adviser
$500M
Advisers
64

No reported disclosures

Ptma Investment Advisors

Naperville, IL · Est. 2019

Regional
Fee-only
AUM
$30.6B
Per adviser
$378M
Advisers
81

No reported disclosures

Innovator Capital Management, LLC

Wheaton, IL · Est. 2017

Regional
Fee-only
AUM
$30.2B
Per adviser
$5.0B
Advisers
6

Aam

Chicago, IL · Est. 2001

RegionalInternational
Fee-based
AUM
$27.5B
Per adviser
$916M
Advisers
30

No reported disclosures

Allstate Investment Management Company

Chicago, IL · Est. 1987

RegionalInternational
Fee-only
AUM
$26.5B
Per adviser
$222M
Advisers
119

No reported disclosures

Cfi Partners

Chicago, IL · Est. 2011

RegionalInternational
Fee-based
AUM
$26.3B
Per adviser
$1.1B
Advisers
23

No reported disclosures

Driehaus Capital Management LLC

Chicago, IL · Est. 1983

RegionalInternational
Fee-only
AUM
$26.1B
Per adviser
$967M
Advisers
27

No reported disclosures

Segall Bryant & Hamill

Chicago, IL · Est. 1994

RegionalInternational
Fee-based
AUM
$22.6B
Per adviser
$444M
Advisers
51

No reported disclosures

Madison Dearborn Partners

Chicago, IL · Est. 2012

Regional
Fee-only
AUM
$20.7B
Per adviser
$391M
Advisers
53

No reported disclosures

Harrison Street Advisors, LLC

Chicago, IL · Est. 2011

RegionalInternational
Fee-only
AUM
$20.2B
Per adviser
$90M
Advisers
225

No reported disclosures

Choreo, LLC

Rockford, IL · Est. 2011

NationalInternational
Fee-based
AUM
$19.1B
Per adviser
$197M
Advisers
97

No reported disclosures

Monroe Capital Management Advisors LLC

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$18.6B
Per adviser
$235M
Advisers
79

Amplify Etfs

Lisle, IL · Est. 2015

RegionalInternational
Fee-only
AUM
$17.7B
Per adviser
$3.5B
Advisers
5

No reported disclosures

Geowealth Management LLC

Chicago, IL · Est. 2010

RegionalInternational
Fee-based
AUM
$17.6B
Per adviser
$879M
Advisers
20

No reported disclosures

Great Lakes Advisors, LLC

Chicago, IL · Est. 1982

RegionalInternational
Fee-based
AUM
$16.2B
Per adviser
$437M
Advisers
37

No reported disclosures

50 South Capital Advisors, LLC

Chicago, IL · Est. 2015

RegionalInternational
Fee-based
AUM
$16.1B
Per adviser
$374M
Advisers
43

No reported disclosures

Wolverine Asset Management, LLC

Chicago, IL · Est. 2011

RegionalInternational
Fee-only
AUM
$14.8B
Per adviser
$741M
Advisers
20

No reported disclosures

Zacks Investment Management, INC.

Chicago, IL · Est. 1992

RegionalInternational
Fee-based
AUM
$14.6B
Per adviser
$1.3B
Advisers
11

No reported disclosures

M&G Investments (USA) INC.

Chicago, IL · Est. 2020

RegionalInternational
Fee-only
AUM
$14.3B
Per adviser
$682M
Advisers
21

The Vistria Group, LP

Chicago, IL · Est. 2013

Regional
Fee-only
AUM
$14.0B
Per adviser
$219M
Advisers
64

No reported disclosures

Linden Capital Partners

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$13.9B
Per adviser
$297M
Advisers
47

No reported disclosures

Gresham Partners, LLC

Chicago, IL · Est. 1997

Regional
Fee-based
AUM
$13.8B
Per adviser
$531M
Advisers
26

No reported disclosures

Dolan Mceniry Capital Management LLC

Chicago, IL · Est. 1997

RegionalInternational
Fee-only
AUM
$13.8B
Per adviser
$1.3B
Advisers
11

No reported disclosures

Partners Enterprise Capital LLC

Chicago, IL · Est. 2019

Regional
Fee-based
AUM
$13.5B
Per adviser
$2.2B
Advisers
6

No reported disclosures

The Mather Group, LLC

Chicago, IL · Est. 2011

NationalInternational
Fee-based
AUM
$13.4B
Per adviser
$139M
Advisers
97

No reported disclosures

State Farm Investment Management Corp.

Bloomington, IL · Est. 1971

National
Fee-only
AUM
$12.9B
Per adviser
$2M
Advisers
7,930

Ariel Investments, LLC

Chicago, IL · Est. 1983

RegionalInternational
Fee-only
AUM
$12.8B
Per adviser
$426M
Advisers
30

No reported disclosures

Brookstone Capital Management LLC

Wheaton, IL · Est. 2007

National
Fee-based
AUM
$12.8B
Per adviser
$40M
Advisers
320

Duff & Phelps Investment Management Co.

Chicago, IL · Est. 1979

RegionalInternational
Fee-only
AUM
$12.7B
Per adviser
$490M
Advisers
26

No reported disclosures

First Trust Capital Management L.P.

Chicago, IL · Est. 2022

RegionalInternational
Fee-based
AUM
$12.3B
Per adviser
$512M
Advisers
24

No reported disclosures

Christian Brothers Investment Services, INC.

Chicago, IL · Est. 1981

Regional
Fee-only
AUM
$11.9B
Per adviser
$4.0B
Advisers
3

No reported disclosures

Evergreen Investment Advisors

Chicago, IL · Est. 2005

Regional
Fee-based
AUM
$11.6B
Per adviser
$725M
Advisers
16

No reported disclosures

Curi Capital, LLC

Chicago, IL · Est. 2005

Regional
Fee-based
AUM
$11.6B
Per adviser
$109M
Advisers
106

No reported disclosures

Lasalle Investment Management

Chicago, IL · Est. 1983

RegionalInternational
Fee-based
AUM
$11.5B
Per adviser
$157M
Advisers
73

No reported disclosures

Pt Asset Management, LLC

Chicago, IL · Est. 1994

Regional
Fee-only
AUM
$11.3B
Per adviser
$709M
Advisers
16

No reported disclosures

Readystate Asset Management

Chicago, IL · Est. 2022

RegionalInternational
Fee-only
AUM
$10.3B
Per adviser
$446M
Advisers
23

No reported disclosures

Bmo Family Office, LLC

Chicago, IL · Est. 1999

RegionalInternational
Fee-based
AUM
$10.0B
Per adviser
$133M
Advisers
75

No reported disclosures

Spiderrock Advisors, LLC

Chicago, IL · Est. 2014

RegionalInternational
Fee-only
AUM
$9.8B
Per adviser
$229M
Advisers
43

No reported disclosures

Iht Wealth Management LLC

Chicago, IL · Est. 2014

National
Fee-based
AUM
$9.8B
Per adviser
$64M
Advisers
153

No reported disclosures

Walton Street Capital, L.L.C.

Chicago, IL · Est. 2008

RegionalInternational
Fee-only
AUM
$9.8B
Per adviser
$168M
Advisers
58

No reported disclosures

Altair Advisers, LLC

Chicago, IL · Est. 2002

Regional
Fee-based
AUM
$9.8B
Per adviser
$287M
Advisers
34

No reported disclosures

Shore Capital Partners

Chicago, IL · Est. 2018

Regional
Fee-only
AUM
$9.3B
Per adviser
$149M
Advisers
62

No reported disclosures

Wynnchurch Capital, L.P.

Rosemont, IL · Est. 2014

RegionalInternational
Fee-only
AUM
$9.1B
Per adviser
$217M
Advisers
42

No reported disclosures

Neuberger Berman Loan Advisers II LLC

Chicago, IL · Est. 2020

RegionalInternational
Fee-only
AUM
$9.0B
Per adviser
$3.0B
Advisers
3

No reported disclosures

Forum Financial Management, LP

Lombard, IL · Est. 2009

NationalInternational
Fee-based
AUM
$8.7B
Per adviser
$92M
Advisers
94

No reported disclosures

Wind Point Partners

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$8.6B
Per adviser
$330M
Advisers
26

No reported disclosures

Guggenheim Funds Distributors, LLC

Chicago, IL · Est. 1997

Regional
Fee-only
AUM
$7.8B
Per adviser
$975M
Advisers
8

No reported disclosures

Jmg Financial Group Ltd

Downers Grove, IL · Est. 1985

RegionalInternational
Fee-based
AUM
$7.5B
Per adviser
$114M
Advisers
66

No reported disclosures

Water Street Healthcare Partners, LLC

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$7.5B
Per adviser
$197M
Advisers
38

No reported disclosures

Chicago Partners Investment Group LLC

Chicago, IL · Est. 2008

RegionalInternational
Fee-based
AUM
$7.5B
Per adviser
$197M
Advisers
38

No reported disclosures

Ppc

Chicago, IL · Est. 2018

Regional
Fee-only
AUM
$7.2B
Per adviser
$144M
Advisers
50

No reported disclosures

Mesirow Financial Private Equity Advisors, INC.

Chicago, IL · Est. 2000

RegionalInternational
Fee-based
AUM
$6.9B
Per adviser
$992M
Advisers
7

No reported disclosures

Chicago Pacific Founders

Chicago, IL · Est. 2014

Regional
Fee-only
AUM
$6.8B
Per adviser
$165M
Advisers
41

No reported disclosures

Monroe Capital Bdc Advisors, LLC

Chicago, IL · Est. 2012

Regional
Fee-only
AUM
$6.7B
Per adviser
$319M
Advisers
21

No reported disclosures

Vestgen Advisors, LLC

Chicago, IL · Est. 2022

Regional
Fee-based
AUM
$6.7B
Per adviser
$115M
Advisers
58

No reported disclosures

Nxt Capital Investment Advisers, LLC

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$6.6B
Per adviser
$119M
Advisers
56

No reported disclosures

G Squared Equity Management LP

Chicago, IL · Est. 2018

RegionalInternational
Fee-only
AUM
$6.6B
Per adviser
$174M
Advisers
38

No reported disclosures

Gem Realty Capital

Chicago, IL · Est. 2012

Regional
Fee-only
AUM
$6.3B
Per adviser
$224M
Advisers
28

No reported disclosures

Bmo Asset Management Corp.

Chicago, IL · Est. 1989

RegionalInternational
Fee-only
AUM
$6.2B
Per adviser
$1.5B
Advisers
4

No reported disclosures

Antares Capital Credit Advisers LLC

Chicago, IL · Est. 2023

Regional
Fee-only
AUM
$6.2B
Per adviser
$26M
Advisers
240

No reported disclosures

Heitman Capital Management LLC

Chicago, IL · Est. 1980

RegionalInternational
Fee-based
AUM
$6.1B
Per adviser
$33M
Advisers
184

No reported disclosures

Neuberger Berman Loan Advisers IV LLC

Chicago, IL · Est. 2023

RegionalInternational
Fee-only
AUM
$6.1B
Per adviser
$2.0B
Advisers
3

No reported disclosures

Mainstreet Advisors

Chicago, IL · Est. 2008

Regional
Fee-based
AUM
$5.9B
Per adviser
$976M
Advisers
6

No reported disclosures

Lasalle St. Investment Advisors, L.L.C.

Elmhurst, IL · Est. 1989

National
Fee-based
AUM
$5.7B
Per adviser
$39M
Advisers
146

Oasis Investment Strategies LLC

Chicago, IL · Est. 2010

Regional
Fee-based
AUM
$5.7B
Per adviser
$1.9B
Advisers
3

No reported disclosures

Vivaldi Capital Management LP

Chicago, IL · Est. 2012

RegionalInternational
Fee-based
AUM
$5.6B
Per adviser
$209M
Advisers
27

No reported disclosures

Planpilot

Chicago, IL · Est. 2012

Regional
Fee-based
AUM
$5.6B
Per adviser
$507M
Advisers
11

No reported disclosures

Crescent Grove Advisors

Lake Forest, IL · Est. 2014

Regional
Fee-based
AUM
$5.5B
Per adviser
$393M
Advisers
14

No reported disclosures

Calamos Wealth Management LLC

Naperville, IL · Est. 2007

RegionalInternational
Fee-based
AUM
$5.5B
Per adviser
$140M
Advisers
39

No reported disclosures

Aquatic Capital Management LLC

Chicago, IL · Est. 2021

RegionalInternational
Fee-based
AUM
$5.4B
Per adviser
$81M
Advisers
67

No reported disclosures

David Vaughan Investments, LLC

Peoria, IL · Est. 1977

Regional
Fee-based
AUM
$5.3B
Per adviser
$111M
Advisers
48

No reported disclosures

Alera Investment Advisors, LLC

Deerfield, IL · Est. 2017

National
Fee-based
AUM
$5.3B
Per adviser
$79M
Advisers
67

No reported disclosures

Twin Bridge Capital Partners, LLC

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$5.2B
Per adviser
$237M
Advisers
22

No reported disclosures

Taiko

Chicago, IL · Est. 2017

Regional
Fee-only
AUM
$5.1B
Per adviser
$2.5B
Advisers
2

No reported disclosures

Oberweis Asset Management INC

Lisle, IL · Est. 1990

RegionalInternational
Fee-only
AUM
$5.1B
Per adviser
$298M
Advisers
17

No reported disclosures

Neuberger Berman Loan Advisers LLC

Chicago, IL · Est. 2017

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$1.6B
Advisers
3

No reported disclosures

Chicago Capital, LLC

Chicago, IL · Est. 2018

RegionalInternational
Fee-based
AUM
$4.8B
Per adviser
$402M
Advisers
12

No reported disclosures

Brownson, Rehmus & Foxworth, INC.

Chicago, IL · Est. 2014

RegionalInternational
Fee-based
AUM
$4.8B
Per adviser
$299M
Advisers
16

No reported disclosures

Highpoint Planning Partners

Downers Grove, IL · Est. 2021

NationalInternational
Fee-based
AUM
$4.8B
Per adviser
$47M
Advisers
102

Madison Capital Partners

Chicago, IL · Est. 2012

RegionalInternational
Fee-based
AUM
$4.8B
Per adviser
$795M
Advisers
6

No reported disclosures

Castleark Management LLC

Chicago, IL · Est. 1999

Regional
Fee-only
AUM
$4.6B
Per adviser
$255M
Advisers
18

No reported disclosures

Waud Capital Partners

Chicago, IL · Est. 2012

Regional
Fee-only
AUM
$4.6B
Per adviser
$77M
Advisers
59

No reported disclosures

Evanston Capital Management, LLC

Evanston, IL · Est. 2002

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$345M
Advisers
13

No reported disclosures

Elementum Advisors, LLC

Chicago, IL · Est. 2009

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$320M
Advisers
14

No reported disclosures

Bluespruce

Chicago, IL · Est. 2013

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$445M
Advisers
10

No reported disclosures

Blue Owl Digital Infrastructure Trust Advisors LLC

Chicago, IL · Est. 2025

Regional
Fee-only
AUM
$4.4B
Per adviser
$34M
Advisers
130

No reported disclosures

Invesco Investment Advisers LLC

Downers Grove, IL · Est. 1958

Regional
Fee-only
AUM
$4.4B
Per adviser
$162M
Advisers
27

No reported disclosures

Waterton Investment Adviser, L.L.C.

Chicago, IL · Est. 2017

Regional
Fee-based
AUM
$4.3B
Per adviser
$62M
Advisers
70

No reported disclosures

Aaron Wealth Advisors

Chicago, IL · Est. 2018

Regional
Fee-based
AUM
$4.3B
Per adviser
$476M
Advisers
9

No reported disclosures

Channing Capital Management, LLC

Chicago, IL · Est. 2003

Regional
Fee-only
AUM
$4.2B
Per adviser
$607M
Advisers
7

Guggenheim Investments

Chicago, IL · Est. 2003

Regional
Fee-only
AUM
$4.1B
Per adviser
Advisers

No reported disclosures

Performance Wealth

Hinsdale, IL · Est. 2021

Regional
Fee-only
AUM
$4.1B
Per adviser
$372M
Advisers
11

No reported disclosures

Freeport Financial Partners LLC

Chicago, IL · Est. 2013

RegionalInternational
Fee-only
AUM
$4.1B
Per adviser
$226M
Advisers
18

No reported disclosures

Promanage, LLC

Chicago, IL · Est. 2004

Regional
Fee-based
AUM
$4.1B
Per adviser
$1.0B
Advisers
4

No reported disclosures

Attucks Asset Management, LLC

Chicago, IL · Est. 2002

Regional
Fee-only
AUM
$3.9B
Per adviser
$351M
Advisers
11

No reported disclosures

Forest Capital Management, LLC

Chicago, IL · Est. 2014

Regional
Fee-based
AUM
$3.8B
Per adviser
$469M
Advisers
8

No reported disclosures

Victory Park Capital

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$3.6B
Per adviser
$101M
Advisers
36

No reported disclosures

Cressey & Company LP

Chicago, IL · Est. 2012

RegionalInternational
Fee-only
AUM
$3.6B
Per adviser
$155M
Advisers
23

No reported disclosures

Retirement Plan Advisors, LLC

Chicago, IL · Est. 2004

National
Fee-based
AUM
$3.5B
Per adviser
$75M
Advisers
47

No reported disclosures

Aris Investing

Glenview, IL · Est. 2025

Regional
Fee-only
AUM
$3.3B
Per adviser
$473M
Advisers
7

No reported disclosures

Security Capital Research & Management Incorporated

Chicago, IL · Est. 1997

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$194M
Advisers
17

Sbb Research Group LLC

Northbrook, IL · Est. 2014

Regional
Fee-only
AUM
$3.3B
Per adviser
$296M
Advisers
11

No reported disclosures

Lincoln Advisory Group, LLC

Chicago, IL · Est. 2001

Regional
Fee-only
AUM
$3.2B
Per adviser
$358M
Advisers
9

No reported disclosures

Gcp Investment Advisor, LLC

Chicago, IL · Est. 2014

Regional
Fee-only
AUM
$3.2B
Per adviser
$81M
Advisers
40

No reported disclosures

Burford Capital Investment Management LLC

Chicago, IL · Est. 2014

RegionalInternational
Fee-only
AUM
$3.2B
Per adviser
$40M
Advisers
79

No reported disclosures

Midland Wealth Management

Effingham, IL · Est. 2023

Regional
Fee-based
AUM
$3.2B
Per adviser
$166M
Advisers
19

No reported disclosures

North Square Investments, LLC

Chicago, IL · Est. 2019

Regional
Fee-only
AUM
$3.2B
Per adviser
Advisers

No reported disclosures

Faircourt Partners, LLC

Lake Bluff, IL · Est. 2018

Regional
Fee-based
AUM
$3.1B
Per adviser
$780M
Advisers
4

No reported disclosures

Roundtable Healthcare Management, INC

Lake Forest, IL · Est. 2012

Regional
Fee-only
AUM
$3.1B
Per adviser
$195M
Advisers
16

No reported disclosures

Chesley, Taft & Associates, LLC

Chicago, IL · Est. 2000

RegionalInternational
Fee-based
AUM
$3.0B
Per adviser
$335M
Advisers
9

No reported disclosures

Wp Global Partners LLC

Chicago, IL · Est. 2005

RegionalInternational
Fee-based
AUM
$3.0B
Per adviser
$215M
Advisers
14

No reported disclosures

Capstone Financial Advisors INC

Downers Grove, IL · Est. 1999

Regional
Fee-based
AUM
$2.9B
Per adviser
$115M
Advisers
25

No reported disclosures

Port Capital LLC

Chicago, IL · Est. 2015

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$571M
Advisers
5

No reported disclosures

Edgewater Services, LLC

Chicago, IL · Est. 2012

Regional
Fee-only
AUM
$2.8B
Per adviser
$113M
Advisers
25

No reported disclosures

Peakline Partners, LLC

Chicago, IL · Est. 2020

Regional
Fee-only
AUM
$2.8B
Per adviser
$281M
Advisers
10

No reported disclosures

Rothschild Investment

Chicago, IL · Est. 1971

RegionalInternational
Fee-based
AUM
$2.8B
Per adviser
$147M
Advisers
19

Singerman Real Estate Management Company, L.P.

Chicago, IL · Est. 2014

Regional
Fee-only
AUM
$2.8B
Per adviser
$138M
Advisers
20

No reported disclosures

Arete Wealth Advisors, LLC

Chicago, IL · Est. 2009

National
Fee-based
AUM
$2.7B
Per adviser
$21M
Advisers
130

Dearborn Partners L.L.C.

Chicago, IL · Est. 1997

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$211M
Advisers
13

No reported disclosures

Ppm Loan Management Company 2, LLC

Chicago, IL · Est. 2018

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$545M
Advisers
5

No reported disclosures

Ipi Wealth Management, INC.

Decatur, IL · Est. 1999

National
Fee-based
AUM
$2.7B
Per adviser
$41M
Advisers
65

No reported disclosures

Embree Financial Group

Chicago, IL · Est. 2004

RegionalInternational
Fee-based
AUM
$2.6B
Per adviser
$189M
Advisers
14

No reported disclosures

Mesirow Re-Ia, INC.

Chicago, IL · Est. 2024

Regional
Fee-only
AUM
$2.6B
Per adviser
$881M
Advisers
3

No reported disclosures

Cozad Asset Management INC

Champaign, IL · Est. 1982

Regional
Fee-based
AUM
$2.6B
Per adviser
$131M
Advisers
20

No reported disclosures

S2g Investments, LLC

Chicago, IL · Est. 2024

Regional
Fee-only
AUM
$2.6B
Per adviser
$47M
Advisers
55

No reported disclosures

Tyree & D'Angelo Partners Management LP

Chicago, IL · Est. 2018

Regional
Fee-only
AUM
$2.6B
Per adviser
$50M
Advisers
52

No reported disclosures

Constellation Wealth Capital

Chicago, IL · Est. 2023

Regional
Fee-only
AUM
$2.5B
Per adviser
$280M
Advisers
9

No reported disclosures

North Star Investment Management Corporation

Chicago, IL · Est. 2003

Regional
Fee-based
AUM
$2.5B
Per adviser
$179M
Advisers
14

No reported disclosures

Bankers Life Advisory Services, INC.

Chicago, IL · Est. 2015

National
Fee-only
AUM
$2.5B
Per adviser
$6M
Advisers
433

No reported disclosures

Heard Capital LLC

Chicago, IL · Est. 2019

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$479M
Advisers
5

No reported disclosures

Civc Partners

Chicago, IL · Est. 2012

Regional
Fee-only
AUM
$2.3B
Per adviser
$101M
Advisers
23

No reported disclosures

Vestor Capital, LLC

Chicago, IL · Est. 2012

Regional
Fee-based
AUM
$2.3B
Per adviser
$95M
Advisers
24

No reported disclosures

Nadler Financial Group, INC.

Deerfield, IL · Est. 2002

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$121M
Advisers
18

No reported disclosures

Zuckerman Investment Group

Chicago, IL · Est. 2006

Regional
Fee-only
AUM
$2.2B
Per adviser
$361M
Advisers
6

No reported disclosures

Distillate Capital Partners LLC

Chicago, IL · Est. 2018

Regional
Fee-only
AUM
$2.1B
Per adviser
$704M
Advisers
3

No reported disclosures

Gerchen Capital Partners

Chicago, IL · Est. 2021

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$96M
Advisers
22

No reported disclosures

Maren Capital

Chicago, IL · Est. 2022

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$1.0B
Advisers
2

No reported disclosures

Gillson Capital

Chicago, IL · Est. 2016

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$173M
Advisers
12

No reported disclosures

Madison Avenue Solutions, LLC

Chicago, IL · Est. 2020

Regional
Fee-only
AUM
$2.1B
Per adviser
Advisers

No reported disclosures

Doyenne Wealth Advisors

Chicago, IL · Est. 2021

Regional
Fee-based
AUM
$2.0B
Per adviser
$204M
Advisers
10

No reported disclosures

Keebeck Wealth Management

Chicago, IL · Est. 2018

Regional
Fee-only
AUM
$2.0B
Per adviser
$507M
Advisers
4

No reported disclosures

Frontenac

Chicago, IL · Est. 2012

Regional
Fee-only
AUM
$2.0B
Per adviser
$88M
Advisers
23

No reported disclosures

Midwestern Securities Trading Co.,LLC

East Peoria, IL · Est. 2013

NationalInternational
Fee-based
AUM
$2.0B
Per adviser
$46M
Advisers
43

No reported disclosures

E2p

Chicago, IL · Est. 2020

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$149M
Advisers
13

No reported disclosures

Magnetar Asset Management LLC

Evanston, IL · Est. 2017

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$74M
Advisers
26

No reported disclosures

Laramar Multi-Family Value Manager, LLC

Chicago, IL · Est. 2012

Local
Fee-only
AUM
$1.9B
Per adviser
$160M
Advisers
12

No reported disclosures

Prep Investment Advisers, L.L.C.

Chicago, IL · Est. 2022

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$56M
Advisers
34

No reported disclosures

Bpoc

Chicago, IL · Est. 2012

Local
Fee-only
AUM
$1.9B
Per adviser
$146M
Advisers
13

No reported disclosures

Blue Vista Capital, LLC

Chicago, IL · Est. 2012

Local
Fee-only
AUM
$1.9B
Per adviser
$47M
Advisers
40

No reported disclosures

Silver Oak Services Partners,LLC

Evanston, IL · Est. 2012

Local
Fee-only
AUM
$1.8B
Per adviser
$122M
Advisers
15

No reported disclosures

Heitman Real Estate Securities LLC

Chicago, IL · Est. 1995

RegionalInternational
Fee-only
AUM
$1.8B
Per adviser
$42M
Advisers
43

No reported disclosures

Core Industrial Partners, LLC

Chicago, IL · Est. 2019

Local
Fee-only
AUM
$1.8B
Per adviser
$50M
Advisers
36

No reported disclosures

Ofs Capital Management, LLC

Chicago, IL · Est. 2010

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$77M
Advisers
23

No reported disclosures

Center Rock Capital Partners, LP

Chicago, IL · Est. 2018

Local
Fee-only
AUM
$1.7B
Per adviser
$158M
Advisers
11

No reported disclosures

Feldman, Ingardona & Co

Downers Grove, IL · Est. 1997

Local
Fee-based
AUM
$1.7B
Per adviser
$289M
Advisers
6

No reported disclosures

Slate Advisory Service (US) LLC

Chicago, IL · Est. 2020

RegionalInternational
Fee-only
AUM
$1.7B
Per adviser
$26M
Advisers
65

No reported disclosures

Oak Ridge Investments, LLC

Chicago, IL · Est. 1989

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$155M
Advisers
11

Rothschild Wealth LLC

Oakbrook, IL · Est. 2012

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$74M
Advisers
23

No reported disclosures

Clearwater Capital Partners

Hoffman Estates, IL · Est. 2010

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$112M
Advisers
15

No reported disclosures

Advyzon Investment Management, LLC

Lisle, IL · Est. 2022

Local
Fee-based
AUM
$1.7B
Per adviser
$559M
Advisers
3

No reported disclosures

Energize Capital LLC

Chicago, IL · Est. 2023

Local
Fee-only
AUM
$1.7B
Per adviser
$128M
Advisers
13

No reported disclosures

Northern Trust Securities, INC

Chicago, IL · Est. 2015

National
Fee-based
AUM
$1.7B
Per adviser
$41M
Advisers
41

Lpc Realty Advisors I, LLC

Chicago, IL · Est. 1992

Local
Fee-based
AUM
$1.6B
Per adviser
$236M
Advisers
7

No reported disclosures

Muller & Monroe Asset Management,LLC

Chicago, IL · Est. 2008

Local
Fee-only
AUM
$1.6B
Per adviser
$232M
Advisers
7

No reported disclosures

Creation Investments

Chicago, IL · Est. 2016

Regional
Fee-only
AUM
$1.6B
Per adviser
$115M
Advisers
14

No reported disclosures

Pekin Hardy Strauss, INC.

Chicago, IL · Est. 1989

RegionalInternational
Fee-only
AUM
$1.6B
Per adviser
$172M
Advisers
9

No reported disclosures

Keystone Capital

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$1.6B
Per adviser
$55M
Advisers
28

No reported disclosures

Romano Wealth Management

Evanston, IL · Est. 1986

LocalInternational
Fee-based
AUM
$1.5B
Per adviser
$171M
Advisers
9

No reported disclosures

Ariel Alternatives, LLC

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$1.5B
Per adviser
$126M
Advisers
12

No reported disclosures

Archford Capital Strategies, LLC

Swansea, IL · Est. 2012

Local
Fee-based
AUM
$1.5B
Per adviser
$93M
Advisers
16

No reported disclosures

Origami Capital Partners, LLC

Chicago, IL · Est. 2012

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$148M
Advisers
10

No reported disclosures

Mediqus Asset Advisors, INC.

Chicago, IL · Est. 1995

Regional
Fee-based
AUM
$1.5B
Per adviser
$243M
Advisers
6

No reported disclosures

Dorsey Asset Management

Chicago, IL · Est. 2015

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$181M
Advisers
8

No reported disclosures

Fidus Investment Advisors, LLC

Evanston, IL · Est. 2011

Regional
Fee-only
AUM
$1.4B
Per adviser
$58M
Advisers
25

No reported disclosures

Merit Capital Partners Management, L.L.C.

Chicago, IL · Est. 2012

Local
Fee-only
AUM
$1.4B
Per adviser
$90M
Advisers
16

No reported disclosures

Parkside Investments, LLC

Deerfield, IL · Est. 2017

Local
Fee-only
AUM
$1.4B
Per adviser
$288M
Advisers
5

No reported disclosures

Sheridan Capital Partners

Chicago, IL · Est. 2018

Local
Fee-only
AUM
$1.4B
Per adviser
$62M
Advisers
23

No reported disclosures

Fourstar Wealth Advisors, LLC

Chicago, IL · Est. 2017

NationalInternational
Fee-based
AUM
$1.4B
Per adviser
$38M
Advisers
37

No reported disclosures

Truemark Investments

Chicago, IL · Est. 2020

Local
Fee-only
AUM
$1.4B
Per adviser
$473M
Advisers
3

No reported disclosures

V-Square Quantitative Management

Chicago, IL · Est. 2020

Local
Fee-only
AUM
$1.4B
Per adviser
$472M
Advisers
3

No reported disclosures

Pivot Capital Partners LLC

Chicago, IL · Est. 2025

Local
Fee-based
AUM
$1.4B
Per adviser
$1.4B
Advisers
1

No reported disclosures

Equity International

Chicago, IL · Est. 2012

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$127M
Advisers
11

No reported disclosures

Inspirion Wealth Advisors, LLC

Libertyville, IL · Est. 2012

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$155M
Advisers
9

No reported disclosures

Sg Capital Management LLC

Chicago, IL · Est. 2005

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$230M
Advisers
6

No reported disclosures

The Planning Center, INC.

Moline, IL · Est. 2002

Regional
Fee-based
AUM
$1.4B
Per adviser
$114M
Advisers
12

No reported disclosures

Industrial Opportunity Partners, LLC

Evanston, IL · Est. 2012

Local
Fee-only
AUM
$1.3B
Per adviser
$67M
Advisers
20

No reported disclosures

Savoie Capital LLC

Chicago, IL · Est. 2013

Local
Fee-based
AUM
$1.3B
Per adviser
$438M
Advisers
3

No reported disclosures

Ofs Clo Management II, LLC

Chicago, IL · Est. 2022

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$57M
Advisers
23

No reported disclosures

Urban Financial Advisory Corporation

Chicago, IL · Est. 1994

Local
Fee-based
AUM
$1.3B
Per adviser
$91M
Advisers
14

No reported disclosures

Keb Wealth Advisors

Springfield, IL · Est. 2004

Local
Fee-only
AUM
$1.3B
Per adviser
$98M
Advisers
13

No reported disclosures

Promus Asset Management, LLC

Chicago, IL · Est. 2013

Local
Fee-only
AUM
$1.3B
Per adviser
$182M
Advisers
7

No reported disclosures

Chicago Oakbrook Financial Group

Oak Brook, IL · Est. 2024

Local
Fee-based
AUM
$1.2B
Per adviser
$134M
Advisers
9

No reported disclosures

Sikich Financial

Springfield, IL · Est. 2017

RegionalInternational
Fee-based
AUM
$1.2B
Per adviser
$66M
Advisers
18

No reported disclosures

Evergreen Wealth

Springfield, IL · Est. 2015

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$197M
Advisers
6

No reported disclosures

Agr Partners LLC

Chicago, IL · Est. 2016

Local
Fee-based
AUM
$1.2B
Per adviser
$129M
Advisers
9

No reported disclosures

Lake Street

Chicago, IL · Est. 2018

Local
Fee-based
AUM
$1.2B
Per adviser
$193M
Advisers
6

No reported disclosures

Efficient Capital Management LLC

Warrenville, IL · Est. 2017

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$89M
Advisers
13

No reported disclosures

Wishbone Management, LP

Chicago, IL · Est. 2016

LocalInternational
Fee-based
AUM
$1.1B
Per adviser
$224M
Advisers
5

No reported disclosures

Arthur M. Cohen & Associates LLC

Northbrook, IL · Est. 1990

Local
Fee-based
AUM
$1.1B
Per adviser
$556M
Advisers
2

No reported disclosures

Cohen Capital

Chicago, IL · Est. 2026

Regional
Fee-based
AUM
$1.1B
Per adviser
$157M
Advisers
7

No reported disclosures

New Harbor Capital

Chicago, IL · Est. 2016

Local
Fee-only
AUM
$1.1B
Per adviser
$73M
Advisers
15

No reported disclosures

Hunter Capital Management

Lombard, IL · Est. 2020

Local
Fee-only
AUM
$1.1B
Per adviser
$136M
Advisers
8

No reported disclosures

May River Capital

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$1.1B
Per adviser
$68M
Advisers
16

No reported disclosures

Horizon Wealth Management

La Grange, IL · Est. 2014

Local
Fee-based
AUM
$1.1B
Per adviser
$180M
Advisers
6

No reported disclosures

Goldstone Financial Group, LLC

Oakbrook Terrace, IL · Est. 2015

Regional
Fee-only
AUM
$1.1B
Per adviser
$81M
Advisers
13

No reported disclosures

Liberty One Investment Management

Libertyville, IL · Est. 2019

Regional
Fee-only
AUM
$1.1B
Per adviser
$55M
Advisers
19

No reported disclosures

Coyle

Glenview, IL · Est. 1982

Regional
Fee-based
AUM
$1.0B
Per adviser
$105M
Advisers
10

No reported disclosures

Fort Sheridan Advisors LLC

Highland Park, IL · Est. 2009

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$148M
Advisers
7

No reported disclosures

Runway Growth Capital LLC

Chicago, IL · Est. 2016

Local
Fee-only
AUM
$1.0B
Per adviser
$69M
Advisers
15

No reported disclosures

Vertex Partners

Downers Grove, IL · Est. 2022

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$78M
Advisers
13

No reported disclosures

Growth Catalyst Partners, L.P.

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$1.0B
Per adviser
$78M
Advisers
13

No reported disclosures

Longford Capital

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$1.0B
Per adviser
$100M
Advisers
10

No reported disclosures

Burling Wealth Partners

Chicago, IL · Est. 2024

Local
Fee-based
AUM
$1.0B
Per adviser
$144M
Advisers
7

No reported disclosures

World Equity Group, INC.

Schaumburg, IL · Est. 1999

National
Fee-based
AUM
$1.0B
Per adviser
$19M
Advisers
52

Tsfg, LLC

Lake Forest, IL · Est. 2015

Regional
Fee-based
AUM
$997M
Per adviser
$77M
Advisers
13

No reported disclosures

Huizenga Capital Management, LLC

Oak Brook, IL · Est. 2011

LocalInternational
Fee-only
AUM
$997M
Per adviser
$199M
Advisers
5

No reported disclosures

Lantz Financial LLC

Naperville, IL · Est. 2018

Local
Fee-based
AUM
$994M
Per adviser
$166M
Advisers
6

No reported disclosures

Kabouter Management, LLC

Chicago, IL · Est. 2010

LocalInternational
Fee-only
AUM
$993M
Per adviser
$142M
Advisers
7

Advisory Research INC

Chicago, IL · Est. 1978

LocalInternational
Fee-only
AUM
$991M
Per adviser
$124M
Advisers
8

No reported disclosures

Intertide Partners

Chicago, IL · Est. 2023

Local
Fee-only
AUM
$971M
Per adviser
$486M
Advisers
2

No reported disclosures

Chicago Atlantic Advisers, LLC

Chicago, IL · Est. 2021

RegionalInternational
Fee-only
AUM
$970M
Per adviser
$32M
Advisers
30

No reported disclosures

Riverbend Capital Advisors, LLC

Chicago, IL · Est. 2011

Local
Fee-only
AUM
$965M
Per adviser
$322M
Advisers
3

No reported disclosures

The Mosaic Financial Group, LLC

Chicago, IL · Est. 2000

Local
Fee-based
AUM
$949M
Per adviser
$105M
Advisers
9

No reported disclosures

Roberts, Glore & Co.

Deerfield, IL · Est. 1984

Local
Fee-based
AUM
$938M
Per adviser
$188M
Advisers
5

No reported disclosures

Cedar Street Asset Management LLC

Chicago, IL · Est. 2018

Local
Fee-only
AUM
$938M
Per adviser
$156M
Advisers
6

No reported disclosures

Hartline Investment Corporation

Winnetka, IL · Est. 1990

Local
Fee-only
AUM
$935M
Per adviser
$312M
Advisers
3

No reported disclosures

Financial Solutions Advisory Group

Chicago, IL · Est. 2003

Local
Fee-based
AUM
$935M
Per adviser
$104M
Advisers
9

No reported disclosures

Bos Asset Management, LLC

Springfield, IL · Est. 2020

Regional
Fee-based
AUM
$933M
Per adviser
$117M
Advisers
8

No reported disclosures

Trifecta Capital Advisors, LLC

Northbrook, IL · Est. 2022

Local
Fee-based
AUM
$927M
Per adviser
$309M
Advisers
3

No reported disclosures

Gls Capital, LLC

Chicago, IL · Est. 2019

LocalInternational
Fee-only
AUM
$925M
Per adviser
$132M
Advisers
7

No reported disclosures

Alley Company

Lake Forest, IL · Est. 2021

Local
Fee-only
AUM
$907M
Per adviser
$181M
Advisers
5

No reported disclosures

Riverpoint Wealth Management

Chicago, IL · Est. 2013

Local
Fee-based
AUM
$906M
Per adviser
$227M
Advisers
4

No reported disclosures

Studio Investment Management

Chicago, IL · Est. 2021

Local
Fee-based
AUM
$903M
Per adviser
$226M
Advisers
4

No reported disclosures

Sawyer Falduto Asset Management, LLC

Elmhurst, IL · Est. 2007

Local
Fee-based
AUM
$897M
Per adviser
$224M
Advisers
4

No reported disclosures

Prairie Capital

Chicago, IL · Est. 2012

Local
Fee-only
AUM
$870M
Per adviser
$58M
Advisers
15

No reported disclosures

Xa Investments

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$866M
Per adviser
$67M
Advisers
13

No reported disclosures

Greenrock Research, INC.

Chicago, IL · Est. 2008

Local
Fee-based
AUM
$864M
Per adviser
$288M
Advisers
3

No reported disclosures

Ativo Capital Management, LLC

Chicago, IL · Est. 2006

Local
Fee-only
AUM
$863M
Per adviser
$216M
Advisers
4

No reported disclosures

Leelyn Smith, LLC

Geneva, IL · Est. 2018

Regional
Fee-based
AUM
$852M
Per adviser
$61M
Advisers
14

No reported disclosures

Riverglade Capital

Chicago, IL · Est. 2019

Local
Fee-only
AUM
$847M
Per adviser
$71M
Advisers
12

No reported disclosures

Strategic Investment Solutions, INC.

Orland Park, IL · Est. 2007

Regional
Fee-only
AUM
$830M
Per adviser
$92M
Advisers
9

No reported disclosures

Mps-Loria Financial Planners,LLC

Burr Ridge, IL · Est. 2006

Local
Fee-only
AUM
$827M
Per adviser
$165M
Advisers
5

No reported disclosures

Greyrock Capital Group

Chicago, IL · Est. 2012

Regional
Fee-only
AUM
$818M
Per adviser
$91M
Advisers
9

No reported disclosures

Warberg Asset Management LLC

Winnetka, IL · Est. 2012

Local
Fee-only
AUM
$806M
Per adviser
$115M
Advisers
7

No reported disclosures

Creekmur Asset Management, LLC

Morton, IL · Est. 2020

Regional
Fee-based
AUM
$800M
Per adviser
$53M
Advisers
15

No reported disclosures

Centric Wealth Management, LLC

Chicago, IL · Est. 2005

Local
Fee-based
AUM
$793M
Per adviser
$99M
Advisers
8

No reported disclosures

Carsonallaria Wealth Management, Ltd.

Glen Carbon, IL · Est. 2018

Local
Fee-based
AUM
$792M
Per adviser
$132M
Advisers
6

No reported disclosures

Pfingsten Partners, L.L.C.

Chicago, IL · Est. 2012

Local
Fee-only
AUM
$787M
Per adviser
$41M
Advisers
19

No reported disclosures

Factor Wealth Management

Chicago, IL · Est. 1989

LocalInternational
Fee-based
AUM
$781M
Per adviser
$156M
Advisers
5

No reported disclosures

New Vernon Wealth Management LLC

Highland Park, IL · Est. 2013

LocalInternational
Fee-only
AUM
$781M
Per adviser
$156M
Advisers
5

No reported disclosures

Wisdom Financial Services, L.L.C.

Geneseo, IL · Est. 2018

Regional
Fee-only
AUM
$779M
Per adviser
$78M
Advisers
10

No reported disclosures

Intrinsic Edge Capital Management LLC

Chicago, IL · Est. 2016

Local
Fee-only
AUM
$772M
Per adviser
$110M
Advisers
7

No reported disclosures

Permanent Capital Management, LP

Chicago, IL · Est. 2023

LocalInternational
Fee-based
AUM
$769M
Per adviser
$769M
Advisers
1

No reported disclosures

Harvest Investment Services, LLC

Oakbrook Terrace, IL · Est. 2014

Regional
Fee-based
AUM
$758M
Per adviser
$27M
Advisers
28

No reported disclosures

Klaas Financial Asset Advisors, LLC.

Loves Park, IL · Est. 2014

Local
Fee-based
AUM
$758M
Per adviser
$58M
Advisers
13

No reported disclosures

Moller Wealth Partners

Northfield, IL · Est. 1992

Local
Fee-based
AUM
$756M
Per adviser
$189M
Advisers
4

No reported disclosures

Total Clarity Wealth Management, INC

St. Charles, IL · Est. 2007

Regional
Fee-based
AUM
$755M
Per adviser
$38M
Advisers
20

No reported disclosures

Air Asset Management

Chicago, IL · Est. 2017

LocalInternational
Fee-based
AUM
$754M
Per adviser
$151M
Advisers
5

No reported disclosures

Ofs Clo Management, LLC

Chicago, IL · Est. 2017

LocalInternational
Fee-only
AUM
$744M
Per adviser
$32M
Advisers
23

No reported disclosures

Waystone Asset Management (USA) LLC

Chicago, IL · Est. 2025

LocalInternational
Fee-based
AUM
$743M
Per adviser
$186M
Advisers
4

No reported disclosures

Kkm Financial LLC

Chicago, IL · Est. 2012

Local
Fee-only
AUM
$734M
Per adviser
$245M
Advisers
3

No reported disclosures

Cl Wealth Management LLC

Schaumburg, IL · Est. 2011

National
Fee-based
AUM
$734M
Per adviser
$19M
Advisers
39

No reported disclosures

Walled Lake Planning & Wealth Management, LLC

Highland Park, IL · Est. 2018

Local
Fee-only
AUM
$732M
Per adviser
$146M
Advisers
5

No reported disclosures

Parkergale, LLC

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$719M
Per adviser
$80M
Advisers
9

No reported disclosures

Taiber, Kosmala & Associates, LLC

Chicago, IL · Est. 2012

Local
Fee-based
AUM
$717M
Per adviser
$102M
Advisers
7

No reported disclosures

Skinner, Copper & Ehmen Wealth Management, LLC

Springfield, IL · Est. 2012

Local
Fee-based
AUM
$706M
Per adviser
$118M
Advisers
6

No reported disclosures

1 Seed Partners LLC

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$704M
Per adviser
$117M
Advisers
6

No reported disclosures

Aberdeen Wealth Management LLC

Lake Bluff, IL · Est. 2000

Local
Fee-based
AUM
$699M
Per adviser
$350M
Advisers
2

No reported disclosures

Dream Capital Advisors, LLC

Lincolnshire, IL · Est. 2014

Local
Fee-only
AUM
$695M
Per adviser
$695M
Advisers
1

No reported disclosures

Stenger Family Office, LLC

Naperville, IL · Est. 2023

Regional
Fee-based
AUM
$686M
Per adviser
$114M
Advisers
6

No reported disclosures

Providence Wealth Advisors, LLC

Frankfort, IL · Est. 2010

LocalInternational
Fee-only
AUM
$684M
Per adviser
$114M
Advisers
6

No reported disclosures

Mcnally Advisors, LLC

Chicago, IL · Est. 2011

Local
Fee-based
AUM
$681M
Per adviser
$34M
Advisers
20

No reported disclosures

1st & Main Growth Partners

Chicago, IL · Est. 1997

Local
Fee-based
AUM
$680M
Per adviser
$68M
Advisers
10

No reported disclosures

Pinnacle Financial Group LLC

Western Springs, IL · Est. 2010

Local
Fee-based
AUM
$673M
Per adviser
$168M
Advisers
4

No reported disclosures

Adams Street Advisors, LLC

Chicago, IL · Est. 2025

Regional
Fee-only
AUM
$672M
Per adviser
$4M
Advisers
190

No reported disclosures

Periscope Equity LLC

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$667M
Per adviser
$44M
Advisers
15

No reported disclosures

Logan Stone

Chicago, IL · Est. 2021

LocalInternational
Fee-only
AUM
$664M
Per adviser
$221M
Advisers
3

No reported disclosures

Bcu Wealth Advisors, LLC

Vernon Hills, IL · Est. 2015

Regional
Fee-based
AUM
$654M
Per adviser
$218M
Advisers
3

No reported disclosures

Rings Capital Management LLC

Chicago, IL · Est. 2018

LocalInternational
Fee-only
AUM
$653M
Per adviser
$326M
Advisers
2

No reported disclosures

Essex LLC

Deer Park, IL · Est. 1997

LocalInternational
Fee-based
AUM
$649M
Per adviser
$93M
Advisers
7

No reported disclosures

Shankervalleau Wealth Advisors, INC.

Skokie, IL · Est. 2004

Local
Fee-only
AUM
$645M
Per adviser
$108M
Advisers
6

No reported disclosures

Mwa Financial Services, INC.

Rock Island, IL · Est. 2016

National
Fee-based
AUM
$640M
Per adviser
$4M
Advisers
164

Hemsley Advisors, Ltd.

Chicago, IL · Est. 1994

Local
Fee-based
AUM
$638M
Per adviser
$160M
Advisers
4

No reported disclosures

Resource Financial Group, Ltd.

Wilmette, IL · Est. 2006

Local
Fee-based
AUM
$637M
Per adviser
$319M
Advisers
2

No reported disclosures

Rock Island Capital

Oak Brook, IL · Est. 2012

Local
Fee-only
AUM
$637M
Per adviser
$64M
Advisers
10

No reported disclosures

Dhjj Financial Advisors

Naperville, IL · Est. 1992

Regional
Fee-based
AUM
$623M
Per adviser
$78M
Advisers
8

No reported disclosures

Oak Family Advisors, LLC

Chicago, IL · Est. 2016

Local
Fee-based
AUM
$621M
Per adviser
$124M
Advisers
5

No reported disclosures

Red Arts Capital Management, LLC

Chicago, IL · Est. 2023

Local
Fee-only
AUM
$619M
Per adviser
$41M
Advisers
15

No reported disclosures

Innovative Capital Advisors, LLC

Chicago, IL · Est. 2012

Local
Fee-only
AUM
$619M
Per adviser
$155M
Advisers
4

No reported disclosures

Lago Asset Management

Chicago, IL · Est. 2022

Local
Fee-only
AUM
$605M
Per adviser
$43M
Advisers
14

No reported disclosures

Sequoia Wealth Management, LLC

Barrington, IL · Est. 2014

Regional
Fee-based
AUM
$600M
Per adviser
$37M
Advisers
16

No reported disclosures

Avathon Capital Management LP

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$599M
Per adviser
$67M
Advisers
9

No reported disclosures

Brookstone Asset Management, LLC

Wheaton, IL · Est. 2011

Local
Fee-only
AUM
$598M
Per adviser
$149M
Advisers
4

No reported disclosures

Hedeker Wealth LLC

Lincolnshire, IL · Est. 2002

Local
Fee-only
AUM
$595M
Per adviser
$298M
Advisers
2

No reported disclosures

Capital Resource Management,INC.

Deerfield, IL · Est. 1991

Local
Fee-based
AUM
$593M
Per adviser
$297M
Advisers
2

No reported disclosures

Shorehill Capital LLC

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$576M
Per adviser
$58M
Advisers
10

No reported disclosures

Bulletproof Capital, LLC

Chicago, IL · Est. 2026

Regional
Fee-based
AUM
$576M
Per adviser
$144M
Advisers
4

No reported disclosures

North Shore Private Asset Management, LLC

Lake Forest, IL · Est. 2015

Local
Fee-based
AUM
$573M
Per adviser
$143M
Advisers
4

No reported disclosures

Tallwoods Partners, LLC

Chicago, IL · Est. 2014

Local
Fee-based
AUM
$569M
Per adviser
$285M
Advisers
2

No reported disclosures

Pondera Holdings LLC

Chicago, IL · Est. 2024

Local
Fee-based
AUM
$564M
Per adviser
$141M
Advisers
4

No reported disclosures

Matrix Private Capital Group

Chicago, IL · Est. 2016

RegionalInternational
Fee-only
AUM
$561M
Per adviser
$112M
Advisers
5

No reported disclosures

Miramar Capital

Northbrook, IL · Est. 2017

Local
Fee-only
AUM
$550M
Per adviser
$183M
Advisers
3

No reported disclosures

Fountainhead Financial, LLC

Chicago, IL · Est. 2009

Local
Fee-only
AUM
$543M
Per adviser
$272M
Advisers
2

No reported disclosures

River Street Advisors, LLC

Aurora, IL · Est. 2020

RegionalInternational
Fee-based
AUM
$539M
Per adviser
$60M
Advisers
9

No reported disclosures

Hendricks Wealth And Estate Management

Algonquin, IL · Est. 2017

LocalInternational
Fee-based
AUM
$536M
Per adviser
$89M
Advisers
6

No reported disclosures

Trigran Investments, INC.

Northbrook, IL · Est. 2011

Local
Fee-only
AUM
$533M
Per adviser
$76M
Advisers
7

No reported disclosures

Cmt Asset Management LLC

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$533M
Per adviser
$44M
Advisers
12

No reported disclosures

Xxi Wealth, LLC

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$532M
Per adviser
$266M
Advisers
2

No reported disclosures

Rai Wealth

Naperville, IL · Est. 2023

Local
Fee-based
AUM
$531M
Per adviser
$88M
Advisers
6

No reported disclosures

Santa Barbara Management

Chicago, IL · Est. 2025

Local
Fee-based
AUM
$530M
Per adviser
$31M
Advisers
17

No reported disclosures

Cura Wealth Advisors, LLC

Chicago, IL · Est. 2024

Local
Fee-based
AUM
$528M
Per adviser
$264M
Advisers
2

No reported disclosures

Graybill Wealth Management, Ltd.

Elmhurst, IL · Est. 1969

LocalInternational
Fee-only
AUM
$526M
Per adviser
$263M
Advisers
2

No reported disclosures

Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL · Est. 2022

LocalInternational
Fee-only
AUM
$524M
Per adviser
$87M
Advisers
6

No reported disclosures

5th Century Partners

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$521M
Per adviser
$37M
Advisers
14

No reported disclosures

Crg Fund Manager, LLC

Chicago, IL · Est. 2022

Local
Fee-only
AUM
$517M
Per adviser
$258M
Advisers
2

No reported disclosures

Taiko Private Wealth

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$515M
Per adviser
$172M
Advisers
3

No reported disclosures

James T. Borello & Co.

East Dundee, IL · Est. 2018

Local
Fee-only
AUM
$514M
Per adviser
$129M
Advisers
4

No reported disclosures

Serenity Investment Advisors

Chicago, IL · Est. 2022

Regional
Fee-based
AUM
$514M
Per adviser
$103M
Advisers
5

No reported disclosures

Systima Capital Management

Chicago, IL · Est. 2014

Local
Fee-based
AUM
$513M
Per adviser
$73M
Advisers
7

No reported disclosures

Lfl Advisers, LLC

Evanston, IL · Est. 2016

Local
Fee-only
AUM
$507M
Per adviser
$253M
Advisers
2

No reported disclosures

Ruedi Wealth Management, INC.

Champaign, IL · Est. 2014

Local
Fee-based
AUM
$498M
Per adviser
$100M
Advisers
5

No reported disclosures

Sterling Wealth Management, INC.

Champaign, IL · Est. 2018

Local
Fee-based
AUM
$495M
Per adviser
$71M
Advisers
7

No reported disclosures

Busey Capital Management, INC.

Urbana, IL · Est. 2003

Regional
Fee-only
AUM
$494M
Per adviser
$26M
Advisers
19

No reported disclosures

Iron Financial LLC

Northbrook, IL · Est. 1994

Local
Fee-only
AUM
$489M
Per adviser
$54M
Advisers
9

No reported disclosures

I-Qu & Co.

Chicago, IL · Est. 2019

Local
Fee-based
AUM
$486M
Per adviser
$121M
Advisers
4

No reported disclosures

Vantage Point Financial, LLC

Lisle, IL · Est. 2021

LocalInternational
Fee-based
AUM
$485M
Per adviser
$29M
Advisers
17

No reported disclosures

Rail-Splitter Capital Management LLC

Winnetka, IL · Est. 2026

Local
Fee-only
AUM
$484M
Per adviser
$161M
Advisers
3

No reported disclosures

Altman Advisors

Chicago, IL · Est. 2016

Local
Fee-based
AUM
$483M
Per adviser
$69M
Advisers
7

No reported disclosures

Nine Ten Capital Management

Chicago, IL · Est. 2014

Local
Fee-only
AUM
$481M
Per adviser
$160M
Advisers
3

No reported disclosures

Meredith Wealth Planning

Maryville, IL · Est. 2021

Local
Fee-based
AUM
$479M
Per adviser
$239M
Advisers
2

No reported disclosures

The Invictus Collective, LLC

Park Ridge, IL · Est. 2021

RegionalInternational
Fee-only
AUM
$476M
Per adviser
$238M
Advisers
2

No reported disclosures

Zimmerman Wealth Management, LLC

Evanston, IL · Est. 2003

Local
Fee-based
AUM
$472M
Per adviser
$94M
Advisers
5

No reported disclosures

North Branch Capital Management, L.P.

Oak Brook, IL · Est. 2020

Local
Fee-only
AUM
$468M
Per adviser
$58M
Advisers
8

No reported disclosures

Cypress Capital Partners, LLC

Chicago, IL · Est. 2006

Local
Fee-based
AUM
$464M
Per adviser
$232M
Advisers
2

No reported disclosures

Sterling Fund Management, LLC

Chicago, IL · Est. 2012

LocalInternational
Fee-only
AUM
$462M
Per adviser
$42M
Advisers
11

No reported disclosures

Cambridge Capital Management, LLC

O'Fallon, IL · Est. 2014

Local
Fee-based
AUM
$458M
Per adviser
$114M
Advisers
4

No reported disclosures

Benford Capital Partners Management, L.P.

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$456M
Per adviser
$27M
Advisers
17

No reported disclosures

Leslie Global Wealth, LLC

Itasca, IL · Est. 2015

Local
Fee-based
AUM
$447M
Per adviser
$149M
Advisers
3

No reported disclosures

Inland Advisory Services, LLC

Oak Brook, IL · Est. 2026

Local
Fee-based
AUM
$443M
Per adviser
$12M
Advisers
36

No reported disclosures

Sage Private Wealth Group, LLC

Oakbrook Terrace, IL · Est. 2020

Local
Fee-only
AUM
$441M
Per adviser
$147M
Advisers
3

No reported disclosures

Borealis Strategic Capital Partners, LP

Chicago, IL · Est. 2019

LocalInternational
Fee-only
AUM
$440M
Per adviser
$88M
Advisers
5

No reported disclosures

Bates Financial Advisors, INC.

Rockford, IL · Est. 2011

Local
Fee-based
AUM
$439M
Per adviser
$88M
Advisers
5

No reported disclosures

Newport Investment Management, LLC

Chicago, IL · Est. 2013

Local
Fee-only
AUM
$439M
Per adviser
$26M
Advisers
17

No reported disclosures

Highview Capital Management, LLC

Buffalo Grove, IL · Est. 2021

Local
Fee-only
AUM
$416M
Per adviser
$139M
Advisers
3

No reported disclosures

Bard Associates INC

Chicago, IL · Est. 1987

Local
Fee-only
AUM
$416M
Per adviser
$104M
Advisers
4

No reported disclosures

Sgl Financial, LLC

Buffalo Grove, IL · Est. 2015

Regional
Fee-based
AUM
$416M
Per adviser
$32M
Advisers
13

No reported disclosures

Watershed Private Wealth

Oak Brook, IL · Est. 2021

Local
Fee-based
AUM
$414M
Per adviser
$138M
Advisers
3

No reported disclosures

Kerberos Capital Management LLC

Chicago, IL · Est. 2024

LocalInternational
Fee-only
AUM
$412M
Per adviser
$103M
Advisers
4

No reported disclosures

Slagle Financial, LLC.

Edwardsville, IL · Est. 2018

Regional
Fee-based
AUM
$412M
Per adviser
$59M
Advisers
7

Rooted Wealth Advisors

Bourbonnais, IL · Est. 2021

Regional
Fee-only
AUM
$409M
Per adviser
$51M
Advisers
8

No reported disclosures

Quad City Investment Center

Moline, IL · Est. 2001

Local
Fee-only
AUM
$408M
Per adviser
$68M
Advisers
6

No reported disclosures

Lcm Capital Management INC

Chicago, IL · Est. 2007

LocalInternational
Fee-based
AUM
$403M
Per adviser
$50M
Advisers
8

No reported disclosures

Palo Duro Investment Partners, LP

Chicago, IL · Est. 2023

Local
Fee-only
AUM
$403M
Per adviser
$101M
Advisers
4

No reported disclosures

Lester Financial Group, LLC

Champaign, IL · Est. 2022

Local
Fee-based
AUM
$399M
Per adviser
$100M
Advisers
4

No reported disclosures

Longshore Capital Partners

Chicago, IL · Est. 2020

Local
Fee-based
AUM
$398M
Per adviser
$57M
Advisers
7

No reported disclosures

Bentley Financial Group

Downers Grove, IL · Est. 2021

Local
Fee-based
AUM
$393M
Per adviser
$131M
Advisers
3

No reported disclosures

Rcm Wealth Advisors

Chicago, IL · Est. 2015

Regional
Fee-based
AUM
$389M
Per adviser
$32M
Advisers
12

No reported disclosures

Vermillion Financial Advisors, INC.

South Barrington, IL · Est. 2008

Local
Fee-based
AUM
$387M
Per adviser
$77M
Advisers
5

No reported disclosures

Carter Financial Group, INC.

Barrington, IL · Est. 2020

Local
Fee-based
AUM
$382M
Per adviser
$64M
Advisers
6

No reported disclosures

Unique Wealth Strategies

Burr Ridge, IL · Est. 2022

Local
Fee-based
AUM
$382M
Per adviser
$95M
Advisers
4

No reported disclosures

Bruce & Co INC

Chicago, IL · Est. 1974

Local
Fee-only
AUM
$380M
Per adviser
$380M
Advisers
1

No reported disclosures

Siena Capital Partners Gp, LLC

Evanston, IL · Est. 2015

Local
Fee-only
AUM
$379M
Per adviser
$76M
Advisers
5

No reported disclosures

Prospect Partners Advisors LLC

Chicago, IL · Est. 2022

Local
Fee-only
AUM
$378M
Per adviser
$38M
Advisers
10

No reported disclosures

Pritzker Alternative Strategies

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$378M
Per adviser
$63M
Advisers
6

No reported disclosures

Oak Wealth Advisors LLC

Northbrook, IL · Est. 2017

Local
Fee-based
AUM
$374M
Per adviser
$125M
Advisers
3

No reported disclosures

Hughes & Company

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$367M
Per adviser
$31M
Advisers
12

No reported disclosures

Chicago Wealth Management, INC.

Chicago, IL · Est. 2006

Regional
Fee-based
AUM
$366M
Per adviser
$91M
Advisers
4

No reported disclosures

Sebold Capital Management, INC

Lisle, IL · Est. 2013

LocalInternational
Fee-based
AUM
$364M
Per adviser
$182M
Advisers
2

No reported disclosures

Windrock Wealth Management

Naperville, IL · Est. 2015

Local
Fee-based
AUM
$363M
Per adviser
$91M
Advisers
4

No reported disclosures

Dearborn Capital Management, LLC

Chicago, IL · Est. 2011

Local
Fee-only
AUM
$361M
Per adviser
$90M
Advisers
4

No reported disclosures

Bluestem Financial Advisors, LLC

Savoy, IL · Est. 2019

Local
Fee-based
AUM
$358M
Per adviser
$45M
Advisers
8

No reported disclosures

Booster Asset Management, LLC

Wheaton, IL · Est. 2024

Local
Fee-only
AUM
$346M
Per adviser
$173M
Advisers
2

No reported disclosures

Ergawealth Advisors, INC.

Oak Brook, IL · Est. 2022

Local
Fee-based
AUM
$342M
Per adviser
$171M
Advisers
2

No reported disclosures

Left Brain Wealth Management, LLC

Naperville, IL · Est. 2018

Local
Fee-based
AUM
$340M
Per adviser
$57M
Advisers
6

No reported disclosures

Aza Capital Management

Chicago, IL · Est. 1997

RegionalInternational
Fee-based
AUM
$340M
Per adviser
$49M
Advisers
7

No reported disclosures

Riverspan Partners LP

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$339M
Per adviser
$34M
Advisers
10

No reported disclosures

Arena Private Wealth

Chicago, IL · Est. 2024

Regional
Fee-based
AUM
$338M
Per adviser
$42M
Advisers
8

No reported disclosures

Lucas Group Financial Advisors, LLC

Freeport, IL · Est. 2024

LocalInternational
Fee-based
AUM
$338M
Per adviser
$48M
Advisers
7

No reported disclosures

Journey Financial Group, INC.

Buffalo Grove, IL · Est. 2014

Local
Fee-based
AUM
$336M
Per adviser
$56M
Advisers
6

No reported disclosures

Cogent Strategic Wealth LLC

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$336M
Per adviser
$168M
Advisers
2

No reported disclosures

Neuberger Berman Loan Advisers Europe II LP

Chicago, IL · Est. 2025

LocalInternational
Fee-only
AUM
$335M
Per adviser
$112M
Advisers
3

No reported disclosures

Dibenedetto & Associates Ltd

Loves Park, IL · Est. 1998

Local
Fee-based
AUM
$333M
Per adviser
$111M
Advisers
3

No reported disclosures

Corazon Group LLC

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$331M
Per adviser
$28M
Advisers
12

No reported disclosures

The Nestegg Group, INC.

Lincolnwood, IL · Est. 2006

Local
Fee-only
AUM
$331M
Per adviser
$110M
Advisers
3

No reported disclosures

Bernardi Asset Management, LLC

Northfield, IL · Est. 2008

Local
Fee-only
AUM
$331M
Per adviser
$33M
Advisers
10

No reported disclosures

Powers Advisory Group, LLC

Highland, IL · Est. 2021

Local
Fee-only
AUM
$330M
Per adviser
$82M
Advisers
4

No reported disclosures

Benchmark Investment Advisors LLC

Chicago, IL · Est. 2012

LocalInternational
Fee-only
AUM
$329M
Per adviser
$82M
Advisers
4

No reported disclosures

Kenney Investments INC

Northfield, IL · Est. 1989

Local
Fee-based
AUM
$328M
Per adviser
$164M
Advisers
2

No reported disclosures

Latko Wealth Management, Ltd.

Frankfort, IL · Est. 2018

Local
Fee-based
AUM
$327M
Per adviser
$109M
Advisers
3

No reported disclosures

Hfr Asset Management, L.L.C

Chicago, IL · Est. 2001

LocalInternational
Fee-based
AUM
$326M
Per adviser
$326M
Advisers
1

No reported disclosures

Hfr Investments, LLC

Chicago, IL · Est. 2020

LocalInternational
Fee-based
AUM
$326M
Per adviser
$326M
Advisers
1

No reported disclosures

Vistamark Investments

Hinsdale, IL · Est. 2026

Local
Fee-based
AUM
$317M
Per adviser
$79M
Advisers
4

No reported disclosures

Mendel Money Management INC

Northbrook, IL · Est. 1989

LocalInternational
Fee-based
AUM
$317M
Per adviser
$79M
Advisers
4

No reported disclosures

Oca Ventures, LLC

Chicago, IL · Est. 2026

Local
Fee-only
AUM
$316M
Per adviser
$21M
Advisers
15

No reported disclosures

Kenora Financial, LLC

Des Plaines, IL · Est. 2018

Local
Fee-only
AUM
$316M
Per adviser
$105M
Advisers
3

The Future Fund LLC

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$314M
Per adviser
$157M
Advisers
2

No reported disclosures

Cts Financial Planning, INC.

Chicago, IL · Est. 1985

Local
Fee-based
AUM
$314M
Per adviser
$78M
Advisers
4

No reported disclosures

Wellment Financial

Elmhurst, IL · Est. 2021

Regional
Fee-based
AUM
$313M
Per adviser
$28M
Advisers
11

No reported disclosures

Monere Wealth Management, INC.

Schaumburg, IL · Est. 2019

Local
Fee-based
AUM
$312M
Per adviser
$39M
Advisers
8

No reported disclosures

Tilia Holdings, LLC

Chicago, IL · Est. 2019

LocalInternational
Fee-only
AUM
$312M
Per adviser
$35M
Advisers
9

No reported disclosures

Temerity Strategic Partners

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$305M
Per adviser
$38M
Advisers
8

No reported disclosures

Emc Capital Advisors, LLC

Bannockburn, IL · Est. 2013

Local
Fee-only
AUM
$305M
Per adviser
$76M
Advisers
4

No reported disclosures

Mack Investment Securities, INC.

Northfield, IL · Est. 1987

Local
Fee-based
AUM
$303M
Per adviser
$38M
Advisers
8

No reported disclosures

Access Financial Group, INC.

Chicago, IL · Est. 1994

Local
Fee-only
AUM
$302M
Per adviser
$60M
Advisers
5

No reported disclosures

Cypress Investment Management, LLC

Oakbrook Terrace, IL · Est. 2023

Local
Fee-only
AUM
$302M
Per adviser
$151M
Advisers
2

No reported disclosures

Praxis Capital Management LLC

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$301M
Per adviser
$25M
Advisers
12

No reported disclosures

Vital Wealth Management, LLC

Rosemont, IL · Est. 2014

LocalInternational
Fee-only
AUM
$301M
Per adviser
$301M
Advisers
1

No reported disclosures

Sterling Bay Capital Advisers, LLC

Chicago, IL · Est. 2016

Local
Fee-only
AUM
$298M
Per adviser
$14M
Advisers
22

No reported disclosures

Project Level Management Company, LLC

Chicago, IL · Est. 2025

LocalInternational
Fee-only
AUM
$294M
Per adviser
$37M
Advisers
8

No reported disclosures

Nextgen Growth Partners, LLC

Chicago, IL · Est. 2022

LocalInternational
Fee-based
AUM
$294M
Per adviser
$59M
Advisers
5

No reported disclosures

Fiduciary Financial Partners, LLC

Naperville, IL · Est. 2013

RegionalInternational
Fee-based
AUM
$293M
Per adviser
$59M
Advisers
5

No reported disclosures

The Planning Group

Northfield, IL · Est. 2018

LocalInternational
Fee-based
AUM
$291M
Per adviser
$73M
Advisers
4

No reported disclosures

Millington Financial Advisors, LLC

Naperville, IL · Est. 2022

Local
Fee-based
AUM
$291M
Per adviser
$58M
Advisers
5

No reported disclosures

Investbev

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$291M
Per adviser
$42M
Advisers
7

No reported disclosures

Guardian Wealth Management INC.

Peoria, IL · Est. 2018

Local
Fee-only
AUM
$289M
Per adviser
$72M
Advisers
4

No reported disclosures

Mcbeath Financial Group

Normal, IL · Est. 2024

Local
Fee-based
AUM
$287M
Per adviser
$36M
Advisers
8

No reported disclosures

Rpc Private Wealth, LLC

Hinsdale, IL · Est. 2019

Local
Fee-based
AUM
$286M
Per adviser
$286M
Advisers
1

No reported disclosures

New England Research & Management, INC.

Chicago, IL · Est. 1979

Local
Fee-based
AUM
$285M
Per adviser
$95M
Advisers
3

No reported disclosures

Pandora Wealth, INC.

Oakbrook Terrace, IL · Est. 2024

Local
Fee-based
AUM
$285M
Per adviser
$71M
Advisers
4

No reported disclosures

Pearson Creek Capital Management LLC

Chicago, IL · Est. 2015

Local
Fee-based
AUM
$285M
Per adviser
$285M
Advisers
1

No reported disclosures

Holder Wealth Management

Champaign, IL · Est. 2018

Local
Fee-only
AUM
$284M
Per adviser
$95M
Advisers
3

No reported disclosures

Stonebridge Wealth Management LLC

Oak Brook, IL · Est. 2018

LocalInternational
Fee-based
AUM
$283M
Per adviser
$94M
Advisers
3

No reported disclosures

Pendulum Wealth Partners

Itasca, IL · Est. 2025

LocalInternational
Fee-based
AUM
$283M
Per adviser
$31M
Advisers
9

No reported disclosures

Cypress Wealth Management

Oakbrook Terrace, IL · Est. 2023

Local
Fee-based
AUM
$283M
Per adviser
$141M
Advisers
2

No reported disclosures

Detterbeck Wealth Management

Palatine, IL · Est. 2017

LocalInternational
Fee-based
AUM
$279M
Per adviser
$93M
Advisers
3

No reported disclosures

Horizon Family Wealth, INC.

Chicago, IL · Est. 2021

Local
Fee-based
AUM
$279M
Per adviser
$279M
Advisers
1

No reported disclosures

4wealth Advisors, INC.

Burr Ridge, IL · Est. 2018

LocalInternational
Fee-based
AUM
$275M
Per adviser
$28M
Advisers
10

No reported disclosures

O'Connor Financial Group LLC

Quincy, IL · Est. 2022

Local
Fee-based
AUM
$275M
Per adviser
$92M
Advisers
3

No reported disclosures

Kai Wealth LLC

Chicago, IL · Est. 2024

LocalInternational
Fee-based
AUM
$275M
Per adviser
$138M
Advisers
2

No reported disclosures

Chicago Investment Advisory Group

Mokena, IL · Est. 2019

LocalInternational
Fee-only
AUM
$275M
Per adviser
$39M
Advisers
7

No reported disclosures

Klaff Realty, LP

Chicago, IL · Est. 2015

Local
Fee-based
AUM
$275M
Per adviser
$138M
Advisers
2

No reported disclosures

Signature Financial Services, Ltd

Arlington Heights, IL · Est. 2005

Regional
Fee-based
AUM
$274M
Per adviser
$23M
Advisers
12

No reported disclosures

Uhlmann Investment Management, L.L.C.

Skokie, IL · Est. 2018

Local
Fee-only
AUM
$273M
Per adviser
$30M
Advisers
9

No reported disclosures

E. A. Horwitz LLC

Deerfield, IL · Est. 2012

Local
Fee-based
AUM
$273M
Per adviser
$25M
Advisers
11

No reported disclosures

Eastgate Capital Advisors LLC

Winnetka, IL · Est. 2024

Local
Fee-based
AUM
$271M
Per adviser
$68M
Advisers
4

No reported disclosures

Wavvest Wealth

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$268M
Per adviser
$89M
Advisers
3

No reported disclosures

Tradelink Capital LLC

Chicago, IL · Est. 2012

LocalInternational
Fee-based
AUM
$268M
Per adviser
$24M
Advisers
11

No reported disclosures

The Dala Group, LLC

Hoffman Estates, IL · Est. 2023

Local
Fee-only
AUM
$265M
Per adviser
$38M
Advisers
7

No reported disclosures

Greenstone Belt Wealth Advisors, LLC

Chicago, IL · Est. 2025

Local
Fee-based
AUM
$260M
Per adviser
$52M
Advisers
5

No reported disclosures

Clark Wealth Partners, LLC

O'Fallon, IL · Est. 2022

Local
Fee-based
AUM
$260M
Per adviser
$87M
Advisers
3

No reported disclosures

Pluscios Management LLC

Evanston, IL · Est. 2008

Local
Fee-only
AUM
$258M
Per adviser
$65M
Advisers
4

No reported disclosures

103 Advisory Group

Chicago, IL · Est. 2022

Local
Fee-based
AUM
$257M
Per adviser
$86M
Advisers
3

No reported disclosures

Frontaura Capital LLC

Chicago, IL · Est. 2025

LocalInternational
Fee-only
AUM
$257M
Per adviser
$64M
Advisers
4

No reported disclosures

Estate & Trust Advisors

Riverwoods, IL · Est. 2006

Local
Fee-only
AUM
$256M
Per adviser
$64M
Advisers
4

No reported disclosures

Winona Capital Management, LLC

Chicago, IL · Est. 2014

Local
Fee-only
AUM
$256M
Per adviser
$64M
Advisers
4

No reported disclosures

Gate City Capital Management, LLC

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$254M
Per adviser
$63M
Advisers
4

No reported disclosures

Patrick M. Sweeney & Associates, INC

Libertyville, IL · Est. 2020

Local
Fee-based
AUM
$253M
Per adviser
$126M
Advisers
2

No reported disclosures

Main Street Investment Advisors, LLC

Northbrook, IL · Est. 2018

Local
Fee-based
AUM
$250M
Per adviser
$83M
Advisers
3

No reported disclosures

Prairie Rivers Investments, LLC

Robinson, IL · Est. 2017

Local
Fee-based
AUM
$249M
Per adviser
$83M
Advisers
3

No reported disclosures

Lakewood Asset Management, LLC

Naperville, IL · Est. 2018

Regional
Fee-based
AUM
$249M
Per adviser
$62M
Advisers
4

No reported disclosures

Tenet Wealth Partners, LLC

Champaign, IL · Est. 2026

Local
Fee-based
AUM
$247M
Per adviser
$82M
Advisers
3

No reported disclosures

Impact Engine

Chicago, IL · Est. 2023

Local
Fee-only
AUM
$244M
Per adviser
$41M
Advisers
6

No reported disclosures

210 Financial

Morton, IL · Est. 2023

Local
Fee-based
AUM
$243M
Per adviser
$49M
Advisers
5

No reported disclosures

Prism Planning Partners

Libertyville, IL · Est. 2022

Local
Fee-based
AUM
$242M
Per adviser
$60M
Advisers
4

No reported disclosures

Interactive Financial Advisors

New Lenox, IL · Est. 2005

National
Fee-based
AUM
$240M
Per adviser
$7M
Advisers
33

No reported disclosures

Arlington Wealth Management

Arlington Heights, IL · Est. 2014

Local
Fee-based
AUM
$236M
Per adviser
$79M
Advisers
3

Lind Capital Partners

Evanston, IL · Est. 2013

Local
Fee-only
AUM
$235M
Per adviser
$47M
Advisers
5

No reported disclosures

Mpi Wealth Management LLC

Hinsdale, IL · Est. 2019

LocalInternational
Fee-only
AUM
$234M
Per adviser
$78M
Advisers
3

Brentview Investment Management, LLC

Northfield, IL · Est. 2020

Local
Fee-only
AUM
$233M
Per adviser
$58M
Advisers
4

No reported disclosures

Lizard Investors LLC

Chicago, IL · Est. 2008

LocalInternational
Fee-only
AUM
$233M
Per adviser
$116M
Advisers
2

No reported disclosures

Roppel Capital Management LLC

Park Ridge, IL · Est. 2026

Local
Fee-only
AUM
$231M
Per adviser
$116M
Advisers
2

No reported disclosures

Forest Asset Management LLC

Riverside, IL · Est. 2021

Local
Fee-based
AUM
$231M
Per adviser
$77M
Advisers
3

No reported disclosures

Woodfield Financial Advisors, INC.

Deer Park, IL · Est. 2021

Local
Fee-based
AUM
$230M
Per adviser
$77M
Advisers
3

No reported disclosures

Chicago Investment Advisory Council, INC.

St. Charles, IL · Est. 2021

Local
Fee-based
AUM
$230M
Per adviser
$46M
Advisers
5

No reported disclosures

Alerce Investment Management, L.P.

Chicago, IL · Est. 2016

Local
Fee-only
AUM
$227M
Per adviser
$113M
Advisers
2

Mentor Capital Management INC.

Chicago, IL · Est. 2020

Local
Fee-based
AUM
$226M
Per adviser
$57M
Advisers
4

No reported disclosures

Williams Capital Management Company

Wilmette, IL · Est. 2022

Local
Fee-only
AUM
$226M
Per adviser
$226M
Advisers
1

No reported disclosures

Mindful Wealth LLC

Glencoe, IL · Est. 2023

Local
Fee-based
AUM
$225M
Per adviser
$225M
Advisers
1

No reported disclosures

Bantamac Capital, LLC

Chicago, IL · Est. 2021

LocalInternational
Fee-only
AUM
$225M
Per adviser
$75M
Advisers
3

No reported disclosures

Via IV Investments, LLC

Burr Ridge, IL · Est. 2021

Local
Fee-only
AUM
$222M
Per adviser
$55M
Advisers
4

No reported disclosures

Madden Funds Management

Oak Park, IL · Est. 1995

Local
Fee-only
AUM
$218M
Per adviser
$109M
Advisers
2

Core Capital Management, LLC

Chicago, IL · Est. 2018

Local
Fee-based
AUM
$216M
Per adviser
$54M
Advisers
4

No reported disclosures

Krm Financial Planning & Wealth Management, LLC

St. Charles, IL · Est. 2026

Local
Fee-based
AUM
$211M
Per adviser
$211M
Advisers
1

No reported disclosures

Virtue Asset Management LLC

Barrington, IL · Est. 2022

Regional
Fee-only
AUM
$211M
Per adviser
$70M
Advisers
3

No reported disclosures

Phase III Advisory Services, Ltd

Buffalo Grove, IL · Est. 2005

Local
Fee-based
AUM
$211M
Per adviser
$70M
Advisers
3

No reported disclosures

Treetop Wealth Management, LLC

Northfield, IL · Est. 2021

Local
Fee-only
AUM
$210M
Per adviser
$70M
Advisers
3

No reported disclosures

Prairieview Wealth & Tax Advisors

Frankfort, IL · Est. 2023

Local
Fee-based
AUM
$207M
Per adviser
$52M
Advisers
4

No reported disclosures

Parkview Asset Management, INC.

Oakbrook Terrace, IL · Est. 2022

Local
Fee-based
AUM
$206M
Per adviser
$103M
Advisers
2

No reported disclosures

Western Pacific Wealth Management, LP

Lake Forest, IL · Est. 2010

Local
Fee-only
AUM
$206M
Per adviser
$103M
Advisers
2

No reported disclosures

Crystal Rock Capital Management, LLC.

Bannockburn, IL · Est. 2012

Local
Fee-only
AUM
$204M
Per adviser
$51M
Advisers
4

No reported disclosures

Dv Capital Advisors, LLC

Chicago, IL · Est. 2024

LocalInternational
Fee-only
AUM
$203M
Per adviser
$29M
Advisers
7

No reported disclosures

Chicago Capital Management, LLC

Chicago, IL · Est. 2015

LocalInternational
Fee-only
AUM
$203M
Per adviser
$68M
Advisers
3

No reported disclosures

Stride Investments, LLC

Chicago, IL · Est. 2020

Local
Fee-based
AUM
$201M
Per adviser
$50M
Advisers
4

No reported disclosures

Allied Asset Advisors INC

Hometown, IL · Est. 2000

Local
Fee-only
AUM
$200M
Per adviser
$200M
Advisers
1

No reported disclosures

Uncommon Equity LLC

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$199M
Per adviser
$25M
Advisers
8

No reported disclosures

Pmg Wealth Management

Hawthorn Woods, IL · Est. 2021

Local
Fee-only
AUM
$198M
Per adviser
$50M
Advisers
4

No reported disclosures

Trueman Brown

Lake Zurich, IL · Est. 2021

Local
Fee-based
AUM
$196M
Per adviser
$196M
Advisers
1

No reported disclosures

Ark Advisors LLC

Bloomington, IL · Est. 2025

Local
Fee-based
AUM
$196M
Per adviser
$98M
Advisers
2

No reported disclosures

American Community Wealth Management, LLC

Crystal Lake, IL · Est. 2025

Regional
Fee-based
AUM
$195M
Per adviser
$49M
Advisers
4

No reported disclosures

Tetley Investments, LLC

Park Ridge, IL · Est. 2021

Local
Fee-only
AUM
$194M
Per adviser
$97M
Advisers
2

No reported disclosures

Mws Capital Consultants LLC

Chicago, IL · Est. 2022

Local
Fee-only
AUM
$194M
Per adviser
$65M
Advisers
3

No reported disclosures

Kinzie Capital Partners

Chicago, IL · Est. 2022

Local
Fee-only
AUM
$193M
Per adviser
$32M
Advisers
6

No reported disclosures

Grizzlyrock Capital, LLC

Chicago, IL · Est. 2022

Local
Fee-only
AUM
$193M
Per adviser
$96M
Advisers
2

No reported disclosures

Financial Elements, INC

Rolling Meadows, IL · Est. 2025

Local
Fee-based
AUM
$193M
Per adviser
$193M
Advisers
1

No reported disclosures

Masus Financial Group, Ltd.

Batavia, IL · Est. 2015

Local
Fee-only
AUM
$191M
Per adviser
$64M
Advisers
3

No reported disclosures

Three Sixty Wealth Management, LLC

Bloomington, IL · Est. 2021

Regional
Fee-based
AUM
$190M
Per adviser
$63M
Advisers
3

No reported disclosures

Harbour Financial Resources, Ltd

Skokie, IL · Est. 2000

Local
Fee-based
AUM
$190M
Per adviser
$95M
Advisers
2

No reported disclosures

Signet Private Wealth, LLC

Chicago, IL · Est. 2023

LocalInternational
Fee-based
AUM
$190M
Per adviser
$47M
Advisers
4

No reported disclosures

Mcculley Financial Group, LLC

Westchester, IL · Est. 2024

Local
Fee-based
AUM
$189M
Per adviser
$189M
Advisers
1

No reported disclosures

Wall Street Financial Group, INC.

Carlinville, IL · Est. 2024

Local
Fee-based
AUM
$188M
Per adviser
$63M
Advisers
3

No reported disclosures

Precise Investment Management, INC.

Highland Park, IL · Est. 2022

RegionalInternational
Fee-only
AUM
$186M
Per adviser
$47M
Advisers
4

First Analysis Capital Management LLC

Chicago, IL · Est. 2012

LocalInternational
Fee-only
AUM
$186M
Per adviser
$21M
Advisers
9

No reported disclosures

Boon Capital Advisors LLC

Northbrook, IL · Est. 2024

Local
Fee-only
AUM
$185M
Per adviser
$185M
Advisers
1

No reported disclosures

Equity Armor Investments

Chicago, IL · Est. 2019

Local
Fee-only
AUM
$184M
Per adviser
$61M
Advisers
3

No reported disclosures

Gll Investors

Chicago, IL · Est. 2015

LocalInternational
Fee-only
AUM
$184M
Per adviser
$61M
Advisers
3

No reported disclosures

Kuhn & Company Investment Counsel, LLC

Chicago, IL · Est. 2022

Local
Fee-only
AUM
$183M
Per adviser
$61M
Advisers
3

No reported disclosures

Barrett Upton Capital Partners

Lake Forest, IL · Est. 2023

Local
Fee-only
AUM
$182M
Per adviser
$30M
Advisers
6

No reported disclosures

Lakeshore Capital Group, INC.

Rolling Meadows, IL · Est. 2023

Local
Fee-based
AUM
$181M
Per adviser
$91M
Advisers
2

No reported disclosures

Cyr Financial INC.

Hennepin, IL · Est. 2024

Local
Fee-based
AUM
$181M
Per adviser
$36M
Advisers
5

No reported disclosures

T2 Asset Management, LLC

Naperville, IL · Est. 2017

Local
Fee-based
AUM
$180M
Per adviser
$23M
Advisers
8

No reported disclosures

Mirretti Perryman Wealth Strategies, LLC

Skokie, IL · Est. 2022

Local
Fee-based
AUM
$179M
Per adviser
$60M
Advisers
3

No reported disclosures

Hull Tactical

Chicago, IL · Est. 2014

Local
Fee-only
AUM
$177M
Per adviser
$22M
Advisers
8

No reported disclosures

Mclaughlin Asset Management, INC.

Danville, IL · Est. 2025

Local
Fee-based
AUM
$176M
Per adviser
$44M
Advisers
4

No reported disclosures

Benchmark Capital Group Ltd.

Galena, IL · Est. 2021

Local
Fee-based
AUM
$174M
Per adviser
$87M
Advisers
2

No reported disclosures

Tilden Loucks & Woodnorth LLC

Elmhurst, IL · Est. 1994

Local
Fee-based
AUM
$173M
Per adviser
Advisers

Liberty Asset Management, INC.

Woodridge, IL · Est. 2022

Local
Fee-only
AUM
$173M
Per adviser
$58M
Advisers
3

No reported disclosures

North Shore Investment Consulting LLC

Wilmette, IL · Est. 2020

LocalInternational
Fee-only
AUM
$171M
Per adviser
$171M
Advisers
1

No reported disclosures

Pacesetter Financial Group, L.L.C.

Lincoln, IL · Est. 2024

Local
Fee-based
AUM
$170M
Per adviser
$57M
Advisers
3

No reported disclosures

Kuhn Capital Partners

Oak Brook, IL · Est. 2025

Local
Fee-based
AUM
$170M
Per adviser
$34M
Advisers
5

No reported disclosures

Silva Capital Management LLC

Chicago, IL · Est. 2010

LocalInternational
Fee-only
AUM
$169M
Per adviser
$169M
Advisers
1

No reported disclosures

Lifepoint Planning

Schaumburg, IL · Est. 2025

Local
Fee-based
AUM
$168M
Per adviser
$56M
Advisers
3

No reported disclosures

Illuminate Wealth Management

Barrington, IL · Est. 2025

Regional
Fee-based
AUM
$168M
Per adviser
$84M
Advisers
2

No reported disclosures

Mcdonnell Capital Management

Frankfort, IL · Est. 2025

Local
Fee-based
AUM
$167M
Per adviser
$83M
Advisers
2

No reported disclosures

Capital Gains Incorporated

Niles, IL · Est. 1992

Local
Fee-based
AUM
$167M
Per adviser
$167M
Advisers
1

No reported disclosures

Expressive Wealth LLC

Chicago, IL · Est. 2024

RegionalInternational
Fee-based
AUM
$165M
Per adviser
$18M
Advisers
9

No reported disclosures

Pr Wealth Management Group

East Moline, IL · Est. 2021

Local
Fee-only
AUM
$165M
Per adviser
$33M
Advisers
5

No reported disclosures

Marquee Capital Advisors

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$163M
Per adviser
$15M
Advisers
11

No reported disclosures

Savant Investment Advisers, INC.

Homewood, IL · Est. 2022

LocalInternational
Fee-based
AUM
$163M
Per adviser
$54M
Advisers
3

No reported disclosures

Steward Advisors, LLC

Chicago, IL · Est. 2022

Local
Fee-based
AUM
$161M
Per adviser
$40M
Advisers
4

No reported disclosures

Zendamentals

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$161M
Per adviser
$161M
Advisers
1

No reported disclosures

Scg Asset Management LLC

Naperville, IL · Est. 2021

Local
Fee-based
AUM
$159M
Per adviser
$40M
Advisers
4

No reported disclosures

Valoran Capital Management

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$158M
Per adviser
$53M
Advisers
3

No reported disclosures

Avocet Capital Management LLC

Northbrook, IL · Est. 2022

Local
Fee-only
AUM
$158M
Per adviser
$79M
Advisers
2

No reported disclosures

Winchester Asset Management, LLC

Chicago, IL · Est. 2026

Local
Fee-only
AUM
$154M
Per adviser
$77M
Advisers
2

No reported disclosures

Sheffield Asset Management, L.L.C.

Chicago, IL · Est. 2011

Local
Fee-only
AUM
$152M
Per adviser
$51M
Advisers
3

No reported disclosures

Convexitas

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$151M
Per adviser
$76M
Advisers
2

No reported disclosures

Opus Financial Solutions LLC

Downers Grove, IL · Est. 2021

Local
Fee-based
AUM
$151M
Per adviser
$50M
Advisers
3

No reported disclosures

Lincoln Capital Advisers LLC

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$150M
Per adviser
$21M
Advisers
7

No reported disclosures

Barrett Wealth Connection LLC

Spring Grove, IL · Est. 2024

LocalInternational
Fee-based
AUM
$148M
Per adviser
$74M
Advisers
2

No reported disclosures

Outlook Capital Management, LLC

Arlington Heights, IL · Est. 2025

Local
Fee-only
AUM
$147M
Per adviser
$74M
Advisers
2

No reported disclosures

Kruse Asset Management, LLC

Chicago, IL · Est. 2025

Local
Fee-based
AUM
$146M
Per adviser
$73M
Advisers
2

No reported disclosures

Monetta Financial Services INC

Wheaton, IL · Est. 1984

Local
Fee-only
AUM
$145M
Per adviser
$48M
Advisers
3

No reported disclosures

Midwest Financial Network, LLC

Tinley Park, IL · Est. 2024

Local
Fee-based
AUM
$142M
Per adviser
$71M
Advisers
2

No reported disclosures

Clement Street Capital LLC

Downers Grove, IL · Est. 2025

Local
Fee-based
AUM
$141M
Per adviser
$71M
Advisers
2

No reported disclosures

Vertis Wealth, LLC

Chicago, IL · Est. 2025

Regional
Fee-only
AUM
$141M
Per adviser
$23M
Advisers
6

No reported disclosures

Monroe Capital Real Estate Credit Advisors, LLC

Chicago, IL · Est. 2026

Local
Fee-only
AUM
$140M
Per adviser
$28M
Advisers
5

No reported disclosures

Fortis Portfolio Solutions, LLC

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$140M
Per adviser
$70M
Advisers
2

No reported disclosures

Teza Capital Management LLC

Chicago, IL · Est. 2014

RegionalInternational
Fee-only
AUM
$140M
Per adviser
$3M
Advisers
40

No reported disclosures

Centerstar Asset Management, LLC

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$139M
Per adviser
$20M
Advisers
7

No reported disclosures

Mark Bell Advisory Services, INC.

Chicago, IL · Est. 1990

Local
Fee-only
AUM
$138M
Per adviser
$138M
Advisers
1

No reported disclosures

Landolt Securities, INC.

Lake Bluff, IL · Est. 2026

Regional
Fee-only
AUM
$138M
Per adviser
$11M
Advisers
13

Directional Asset Management, LLC

Arlington Heights, IL · Est. 2024

LocalInternational
Fee-only
AUM
$137M
Per adviser
$137M
Advisers
1

No reported disclosures

Horizon Capital Management, LLC

Lake Forest, IL · Est. 2025

Local
Fee-based
AUM
$136M
Per adviser
$136M
Advisers
1

No reported disclosures

Chicago Capital Management Advisors, LLC

Lisle, IL · Est. 2024

Regional
Fee-only
AUM
$135M
Per adviser
$7M
Advisers
19

No reported disclosures

Stone Island Financial Planning

Naperville, IL · Est. 2009

Local
Fee-based
AUM
$134M
Per adviser
$45M
Advisers
3

No reported disclosures

Blue Line Capital

Chicago, IL · Est. 2026

Local
Fee-only
AUM
$132M
Per adviser
$19M
Advisers
7

No reported disclosures

Versatile Capital Management L.L.C.

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$130M
Per adviser
$43M
Advisers
3

No reported disclosures

Pebble Valley Wealth Management

Western Springs, IL · Est. 2026

Local
Fee-based
AUM
$129M
Per adviser
$65M
Advisers
2

No reported disclosures

Marcus Capital, LLC

Northfield, IL · Est. 2025

Local
Fee-based
AUM
$129M
Per adviser
$65M
Advisers
2

No reported disclosures

Stephen Smith Financial INC.

Schaumburg, IL · Est. 2025

Local
Fee-only
AUM
$129M
Per adviser
$65M
Advisers
2

No reported disclosures

Strategic Portfolio Managers

Northfield, IL · Est. 2023

LocalInternational
Fee-only
AUM
$127M
Per adviser
$127M
Advisers
1

No reported disclosures

Bcm Capital Management LLC

Northfield, IL · Est. 2025

Local
Fee-only
AUM
$126M
Per adviser
$42M
Advisers
3

No reported disclosures

Significant Wealth Partners LLC

Cary, IL · Est. 2023

Local
Fee-based
AUM
$126M
Per adviser
$25M
Advisers
5

No reported disclosures

Wolf Financial Advisors LLC

Pekin, IL · Est. 2025

Local
Fee-only
AUM
$125M
Per adviser
$125M
Advisers
1

No reported disclosures

Midwest Financial Associates, INC.

Rockford, IL · Est. 2026

Local
Fee-only
AUM
$124M
Per adviser
$124M
Advisers
1

Daly Investment Management, LLC

Mount Prospect, IL · Est. 2026

Local
Fee-based
AUM
$124M
Per adviser
$124M
Advisers
1

No reported disclosures

Maynerich Financial

Virden, IL · Est. 2024

LocalInternational
Fee-only
AUM
$123M
Per adviser
$61M
Advisers
2

Arbor Financial Services, LLC

Downers Grove, IL · Est. 2021

Local
Fee-based
AUM
$122M
Per adviser
$41M
Advisers
3

No reported disclosures

Laureate Wealth Management, LLC

Glen Ellyn, IL · Est. 2026

Regional
Fee-based
AUM
$122M
Per adviser
$30M
Advisers
4

No reported disclosures

Blue Haven Capital, LLC

Geneva, IL · Est. 2026

LocalInternational
Fee-only
AUM
$122M
Per adviser
$61M
Advisers
2

No reported disclosures

Regal Advisory Services, INC.

Glenview, IL · Est. 2010

Regional
Fee-based
AUM
$121M
Per adviser
$8M
Advisers
16

Pathfinder Advisory, INC.

Rockford, IL · Est. 2026

Local
Fee-based
AUM
$121M
Per adviser
$40M
Advisers
3

No reported disclosures

Foresight Wealth Advisors

Skokie, IL · Est. 2026

Local
Fee-based
AUM
$121M
Per adviser
$121M
Advisers
1

No reported disclosures

Alo Financial Planning

Mount Prospect, IL · Est. 2026

Local
Fee-based
AUM
$121M
Per adviser
$60M
Advisers
2

No reported disclosures

Advanced Planning Advisors Group INC.

Naperville, IL · Est. 2026

Local
Fee-only
AUM
$120M
Per adviser
$60M
Advisers
2

No reported disclosures

Hinsdale Associates

Hinsdale, IL · Est. 1983

Local
Fee-based
AUM
$120M
Per adviser
$120M
Advisers
1

No reported disclosures

K2 Wealth Management LLC

Chicago, IL · Est. 2026

Local
Fee-based
AUM
$120M
Per adviser
$40M
Advisers
3

No reported disclosures

Copperwood Financial

Burr Ridge, IL · Est. 2025

Local
Fee-based
AUM
$120M
Per adviser
$40M
Advisers
3

Yunistone Investment Group, LLC

Chicago, IL · Est. 2025

Local
Fee-based
AUM
$120M
Per adviser
$120M
Advisers
1

No reported disclosures

Magellan Investment Partners North America, INC.

Westmont, IL · Est. 1996

Local
Fee-only
AUM
$119M
Per adviser
$40M
Advisers
3

No reported disclosures

Blue Sky Investment Partners, INC.

Evanston, IL · Est. 2026

Local
Fee-only
AUM
$118M
Per adviser
$118M
Advisers
1

No reported disclosures

Kinnamon & Associates Ltd II

Barrington, IL · Est. 2026

Local
Fee-based
AUM
$118M
Per adviser
$59M
Advisers
2

No reported disclosures

New Vernon Investment Management LLC

Highland Park, IL · Est. 2012

Local
Fee-based
AUM
$116M
Per adviser
$29M
Advisers
4

No reported disclosures

The Copia Group

Chicago, IL · Est. 2025

Local
Fee-only
AUM
$115M
Per adviser
$19M
Advisers
6

No reported disclosures

Mosaic Fi LLC

Lincolnshire, IL · Est. 2026

Local
Fee-based
AUM
$113M
Per adviser
$56M
Advisers
2

No reported disclosures

Fra Wealth Management LLC

O'Fallon, IL · Est. 2025

Local
Fee-based
AUM
$113M
Per adviser
$56M
Advisers
2

No reported disclosures

Kdm Wealth Management INC.

Geneva, IL · Est. 2025

Local
Fee-only
AUM
$112M
Per adviser
$37M
Advisers
3

No reported disclosures

Orchard Capital Management, LLC

Chicago, IL · Est. 2015

LocalInternational
Fee-based
AUM
$112M
Per adviser
$37M
Advisers
3

No reported disclosures

Bondurant Investment Advisory, LLC

Evanston, IL · Est. 2025

Local
Fee-based
AUM
$111M
Per adviser
$56M
Advisers
2

No reported disclosures

Dillow Wealth Management LLC

Oak Brook, IL · Est. 2021

Local
Fee-based
AUM
$106M
Per adviser
$106M
Advisers
1

No reported disclosures

Financial Design Studio, INC.

Deer Park, IL · Est. 2025

Local
Fee-based
AUM
$106M
Per adviser
$35M
Advisers
3

No reported disclosures

Insight Securities, INC.

Highland Park, IL · Est. 1977

RegionalInternational
Fee-based
AUM
$94M
Per adviser
$7M
Advisers
14

Quincy Wells Advisors, LLC

Chicago, IL · Est. 2020

Regional
Fee-based
AUM
$87M
Per adviser
$4M
Advisers
20

No reported disclosures

Fairway Capital Management, LLC

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$85M
Per adviser
$17M
Advisers
5

No reported disclosures

Rail Splitter Capital Advisers, LLC

Chicago, IL · Est. 2026

Local
Fee-only
AUM
$61M
Per adviser
$20M
Advisers
3

No reported disclosures

Eastspring US

Chicago, IL · Est. 2014

LocalInternational
Fee-based
AUM
$50M
Per adviser
$12M
Advisers
4

No reported disclosures

Heritage Strategic Wealth, LLC

Cary, IL · Est. 2025

Local
Fee-only
AUM
$46M
Per adviser
$23M
Advisers
2

No reported disclosures

Mitchell Vaught & Taylor INC

Chicago, IL · Est. 1996

Local
Fee-only
AUM
$42M
Per adviser
$8M
Advisers
5

No reported disclosures

Cgam

Naperville, IL · Est. 2022

RegionalInternational
Fee-only
AUM
$27M
Per adviser
$7M
Advisers
4

No reported disclosures

Tall Pines Capital, LLC

Oak Brook, IL · Est. 2019

Local
Fee-only
AUM
$25M
Per adviser
$25M
Advisers
1

No reported disclosures

Rcp Advisors, LLC

Chicago, IL · Est. 2005

LocalInternational
Fee-only
AUM
$21M
Per adviser
Advisers

No reported disclosures

Riverwalk Capital Partners, LLC

Chicago, IL · Est. 2023

LocalInternational
Fee-only
AUM
$16M
Per adviser
$4M
Advisers
4

No reported disclosures

Keeley-Teton Advisors, LLC

Chicago, IL · Est. 2017

Local
Fee-only
AUM
$13M
Per adviser
$13M
Advisers
1

No reported disclosures

Castleark Alternatives, LLC

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$8M
Per adviser
$2M
Advisers
4

No reported disclosures

Access Softek Advisory Services

Naperville, IL · Est. 2019

RegionalInternational
Fee-only
AUM
$7M
Per adviser
$2M
Advisers
4

No reported disclosures

Redmont Wealth

Chicago, IL · Est. 2020

Local
Fee-based
AUM
$5M
Per adviser
$5M
Advisers
1

No reported disclosures

Forester Capital Management Ltd

Libertyville, IL · Est. 1999

Local
Fee-only
AUM
$4M
Per adviser
$4M
Advisers
1

No reported disclosures

Whale

Chicago, IL · Est. 2024

LocalInternational
Fee-based
AUM
$3M
Per adviser
$1M
Advisers
2

No reported disclosures

M1 Advisory

Chicago, IL · Est. 2015

Local
Fee-only
AUM
$633,573
Per adviser
Advisers

No reported disclosures

Path Digital Advisors, LLC

Chicago, IL · Est. 2021

Local
Fee-only
AUM
$150,000
Per adviser
$150,000
Advisers
1

No reported disclosures

Zacks Intelligence LLC

Chicago, IL · Est. 2024

Local
Fee-only
AUM
$2
Per adviser
$0.667
Advisers
3

No reported disclosures

Sound Advice Financial INC.

Bannockburn, IL · Est. 2023

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Wealth Builder Funds LLC

Cary, IL · Est. 2023

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Lifewise Wealth Advisors

Champaign, IL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
5

No reported disclosures

Aon Securities LLC

Chicago, IL · Est. 2015

Local
Fee-based
AUM
Per adviser
Advisers
14

No reported disclosures

Capri Egm, LLC

Chicago, IL · Est. 2019

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Manifest

Chicago, IL · Est. 2020

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Benefi

Chicago, IL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Iolite Asset Management

Chicago, IL · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
4

No reported disclosures

Gcm Grosvenor Wealth L.P.

Chicago, IL · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
166

No reported disclosures

Merit Capital Partners Vi, LLC

Chicago, IL · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
16

No reported disclosures

Monroe Capital Asset Finance Advisors, LLC

Chicago, IL · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
5

No reported disclosures

Mesirow Institutional Investment Management, INC.

Chicago, IL · Est. 2022

Local
Fee-only
AUM
Per adviser
Advisers

No reported disclosures

Investment Consulting Services, LLC

Lombard, IL · Est. 2002

Local
Fee-based
AUM
Per adviser
Advisers
3

No reported disclosures

Strategic Capital Investment Advisors INC

Lombard, IL · Est. 1999

Local
Fee-based
AUM
Per adviser
Advisers
14

No reported disclosures

15 Wealth Advisors LLC

Mundelein, IL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
7

No reported disclosures

Calamos Private Equity LLC

Naperville, IL · Est. 2024

Local
Fee-based
AUM
Per adviser
Advisers

No reported disclosures

Intentgen Financial Partners

Naperville, IL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
6

No reported disclosures

Rothschild Financial Partners, LLC

Oak Brook, IL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Choreo Partner Alliance, LLC

Rockford, IL · Est. 2023

Local
Fee-based
AUM
Per adviser
Advisers
5

No reported disclosures

Cetera Investment Management LLC

Schamburg, IL · Est. 2013

Regional
Fee-based
AUM
Per adviser
Advisers
9

No reported disclosures

Horace Mann Investors, INC.

Springfield, IL · Est. 2015

Local
Fee-only
AUM
Per adviser
Advisers
66

Timothy Financial Counsel, INC.

Wheaton, IL · Est. 2022

Local
Fee-based
AUM
Per adviser
Advisers
20

No reported disclosures

Brookstone Wealth Advisors, LLC

Wheaton, IL · Est. 2007

National
Fee-based
AUM
Per adviser
Advisers
247

No reported disclosures