AdvisorGrade

Financial advisers in Chicago, IL

363 registered investment adviser firms in Chicago managing $5.6T in assets, based on public SEC Form ADV filings.

Northern Trust Investments, Incorporated

Chicago, IL · Est. 1988

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

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

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

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

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

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

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

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

Monroe Capital Management Advisors LLC

Chicago, IL · Est. 2012

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

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

Ariel Investments, LLC

Chicago, IL · Est. 1983

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

No reported disclosures

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

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

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

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

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

Aquatic Capital Management LLC

Chicago, IL · Est. 2021

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

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

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

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

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

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

Security Capital Research & Management Incorporated

Chicago, IL · Est. 1997

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

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

North Square Investments, LLC

Chicago, IL · Est. 2019

Regional
Fee-only
AUM
$3.2B
Per adviser
Advisers

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

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

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

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

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

E2p

Chicago, IL · Est. 2020

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

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

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

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

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

Ariel Alternatives, LLC

Chicago, IL · Est. 2021

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

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

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

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

Sg Capital Management LLC

Chicago, IL · Est. 2005

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

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

Promus Asset Management, LLC

Chicago, IL · Est. 2013

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

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

Wishbone Management, LP

Chicago, IL · Est. 2016

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

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

May River Capital

Chicago, IL · Est. 2017

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

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

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

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

Cedar Street Asset Management LLC

Chicago, IL · Est. 2018

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

No reported disclosures

Financial Solutions Advisory Group

Chicago, IL · Est. 2003

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

No reported disclosures

Gls Capital, LLC

Chicago, IL · Est. 2019

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

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

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

Riverglade Capital

Chicago, IL · Est. 2019

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

No reported disclosures

Greyrock Capital Group

Chicago, IL · Est. 2012

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

No reported disclosures

Centric Wealth Management, LLC

Chicago, IL · Est. 2005

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

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

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

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

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

1 Seed Partners LLC

Chicago, IL · Est. 2024

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

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

Rings Capital Management LLC

Chicago, IL · Est. 2018

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

No reported disclosures

Hemsley Advisors, Ltd.

Chicago, IL · Est. 1994

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

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

Avathon Capital Management LP

Chicago, IL · Est. 2024

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

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

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

Fountainhead Financial, LLC

Chicago, IL · Est. 2009

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

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

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

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

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

I-Qu & Co.

Chicago, IL · Est. 2019

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

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

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

Benford Capital Partners Management, L.P.

Chicago, IL · Est. 2021

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

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

Newport Investment Management, LLC

Chicago, IL · Est. 2013

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

No reported disclosures

Bard Associates INC

Chicago, IL · Est. 1987

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

No reported disclosures

Kerberos Capital Management LLC

Chicago, IL · Est. 2024

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

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

Longshore Capital Partners

Chicago, IL · Est. 2020

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

No reported disclosures

Rcm Wealth Advisors

Chicago, IL · Est. 2015

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

No reported disclosures

Bruce & Co INC

Chicago, IL · Est. 1974

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

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

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

Dearborn Capital Management, LLC

Chicago, IL · Est. 2011

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

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

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

Corazon Group LLC

Chicago, IL · Est. 2021

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

No reported disclosures

Benchmark Investment Advisors LLC

Chicago, IL · Est. 2012

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

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

Oca Ventures, LLC

Chicago, IL · Est. 2026

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

No reported disclosures

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

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

Access Financial Group, INC.

Chicago, IL · Est. 1994

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

No reported disclosures

Praxis Capital Management LLC

Chicago, IL · Est. 2025

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

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

Investbev

Chicago, IL · Est. 2024

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

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

Pearson Creek Capital Management LLC

Chicago, IL · Est. 2015

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

No reported disclosures

Horizon Family Wealth, INC.

Chicago, IL · Est. 2021

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

No reported disclosures

Kai Wealth LLC

Chicago, IL · Est. 2024

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

No reported disclosures

Klaff Realty, LP

Chicago, IL · Est. 2015

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

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

Greenstone Belt Wealth Advisors, LLC

Chicago, IL · Est. 2025

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

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

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

Impact Engine

Chicago, IL · Est. 2023

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

No reported disclosures

Lizard Investors LLC

Chicago, IL · Est. 2008

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

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

Bantamac Capital, LLC

Chicago, IL · Est. 2021

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

No reported disclosures

Core Capital Management, LLC

Chicago, IL · Est. 2018

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

Uncommon Equity LLC

Chicago, IL · Est. 2024

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

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

Signet Private Wealth, LLC

Chicago, IL · Est. 2023

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

No reported disclosures

First Analysis Capital Management LLC

Chicago, IL · Est. 2012

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

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

Hull Tactical

Chicago, IL · Est. 2014

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

No reported disclosures

Silva Capital Management LLC

Chicago, IL · Est. 2010

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

Marquee Capital Advisors

Chicago, IL · Est. 2025

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

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

Valoran Capital Management

Chicago, IL · Est. 2021

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

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

Lincoln Capital Advisers LLC

Chicago, IL · Est. 2025

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

No reported disclosures

Kruse Asset Management, LLC

Chicago, IL · Est. 2025

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

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

K2 Wealth Management LLC

Chicago, IL · Est. 2026

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

No reported disclosures

Yunistone Investment Group, LLC

Chicago, IL · Est. 2025

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

No reported disclosures

The Copia Group

Chicago, IL · Est. 2025

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

No reported disclosures

Orchard Capital Management, LLC

Chicago, IL · Est. 2015

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

No reported disclosures

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

Mitchell Vaught & Taylor INC

Chicago, IL · Est. 1996

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

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

Redmont Wealth

Chicago, IL · Est. 2020

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

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