Data / Investment advisers / $1 billion to $10 billion in AUM / Illinois
Investment advisers in Illinois with $1 billion to $10 billion in AUM: 180 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
180 SEC registered investment advisers in Illinois report between $1 billion and $10 billion in regulatory assets under management, $590 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is BMO Family Office, LLC with $10 billion.
The request: Every investment adviser in Illinois with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 180Advisers
- 180SEC registered
- $590 billionTotal AUM
- 180Advisers over $100 million
- 93Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| BMO Family Office, LLC | Chicago | $9.99 billion | 5,101 | 130 | 26 | (650) 210-5042 | adviserinfo.sec.gov | |
| Spiderrock Advisors, LLC | Chicago | $9.83 billion | 4,480 | 61 | Not listed | (312) 847-0300 | spiderrockadvisors.com | adviserinfo.sec.gov |
| Iht Wealth Management LLC | Chicago | $9.80 billion | 25,536 | 179 | Not listed | (855) 295-2828 | adviserinfo.sec.gov | |
| Walton Street Capital, L.L.C. | Chicago | $9.76 billion | 55 | 92 | 55 | (312) 915-2800 | adviserinfo.sec.gov | |
| Altair Advisers, LLC | Chicago | $9.76 billion | 1,016 | 75 | 1 | (312) 429-3000 | altairadvisers.com | adviserinfo.sec.gov |
| Shore Capital Partners | Chicago | $9.26 billion | 47 | 202 | 48 | (312) 348-7572 | adviserinfo.sec.gov | |
| Wynnchurch Capital, L.P. | Rosemont | $9.12 billion | 6 | 47 | 5 | (847) 604-6100 | wynnchurch.com | adviserinfo.sec.gov |
| Neuberger Berman Loan Advisers II LLC | Chicago | $9.05 billion | 18 | 3 | 18 | (312) 325-7700 | adviserinfo.sec.gov | |
| Forum Financial Management, LP | Lombard | $8.69 billion | 19,838 | 143 | Not listed | (630) 873-8520 | adviserinfo.sec.gov | |
| Wind Point Partners | Chicago | $8.58 billion | 15 | 50 | 15 | (312) 255-4800 | wppartners.com | adviserinfo.sec.gov |
| Guggenheim Funds Distributors, LLC | Chicago | $7.80 billion | 290 | 245 | Not listed | (312) 357-1007 | guggenheiminvestments.com | adviserinfo.sec.gov |
| JMG Financial Group LTD | Downers Grove | $7.50 billion | 7,164 | 103 | Not listed | (630) 571-5252 | adviserinfo.sec.gov | |
| Water Street Healthcare Partners, LLC | Chicago | $7.49 billion | 16 | 42 | 16 | (312) 506-2900 | adviserinfo.sec.gov | |
| Chicago Partners Investment Group LLC | Chicago | $7.47 billion | 9,147 | 73 | 3 | (312) 284-6363 | adviserinfo.sec.gov | |
| PPC | Chicago | $7.21 billion | 9 | 50 | 9 | (312) 447-6050 | ppcpartners.com | adviserinfo.sec.gov |
| Chicago Pacific Founders | Chicago | $7.07 billion | 33 | 46 | 32 | (312) 273-4750 | adviserinfo.sec.gov | |
| Mesirow Financial Private Equity Advisors, Inc. | Chicago | $6.94 billion | 17 | 19 | 18 | (312) 595-6000 | mesirowfinancial.com | adviserinfo.sec.gov |
| Monroe Capital BDC Advisors, LLC | Chicago | $6.71 billion | 3 | 101 | Not listed | (312) 258-8300 | adviserinfo.sec.gov | |
| Vestgen Advisors, LLC | Chicago | $6.67 billion | 22,790 | 165 | Not listed | (312) 237-4446 | adviserinfo.sec.gov | |
| NXT Capital Investment Advisers, LLC | Chicago | $6.65 billion | 22 | 242 | 16 | (312) 450-8000 | adviserinfo.sec.gov | |
| G Squared Equity Management LP | Chicago | $6.60 billion | 16 | 42 | 16 | (312) 552-7160 | gsquared.com | adviserinfo.sec.gov |
| Gem Realty Capital | Chicago | $6.28 billion | 25 | 69 | 15 | (312) 915-2900 | adviserinfo.sec.gov | |
| BMO Asset Management Corp. | Chicago | $6.18 billion | 21 | 5 | 16 | (312) 461-4002 | adviserinfo.sec.gov | |
| Antares Capital Credit Advisers LLC | Chicago | $6.17 billion | 3 | 466 | Not listed | (312) 889-9920 | adviserinfo.sec.gov | |
| Heitman Capital Management LLC | Chicago | $6.09 billion | 13 | 280 | 5 | (312) 855-5700 | heitman.com | adviserinfo.sec.gov |
| Neuberger Berman Loan Advisers IV LLC | Chicago | $6.07 billion | 13 | 3 | 13 | (312) 325-7700 | adviserinfo.sec.gov | |
| Mainstreet Advisors | Chicago | $5.86 billion | 5,636 | 26 | Not listed | (312) 223-0270 | adviserinfo.sec.gov | |
| Lasalle St. Investment Advisors, L.L.C. | Elmhurst | $5.74 billion | 14,284 | 155 | Not listed | (630) 600-0500 | adviserinfo.sec.gov | |
| Oasis Investment Strategies LLC | Chicago | $5.73 billion | 4 | 10 | Not listed | (312) 373-5366 | rjoasis.com | adviserinfo.sec.gov |
| Planpilot | Chicago | $5.58 billion | 29 | 15 | Not listed | (312) 973-4911 | adviserinfo.sec.gov | |
| Crescent Grove Advisors | Lake Forest | $5.50 billion | 382 | 34 | Not listed | (847) 752-0292 | crescentgroveadvisors.com | adviserinfo.sec.gov |
| Calamos Wealth Management LLC | Naperville | $5.48 billion | 4,308 | 51 | Not listed | (630) 245-7200 | calamos.com | adviserinfo.sec.gov |
| Aquatic Capital Management LLC | Chicago | $5.43 billion | 4 | 91 | 2 | (312) 858-6200 | aquatic.com | adviserinfo.sec.gov |
| David Vaughan Investments, LLC | Peoria | $5.33 billion | 4,288 | 48 | Not listed | (309) 685-0033 | adviserinfo.sec.gov | |
| Alera Investment Advisors, LLC | Deerfield | $5.29 billion | 4,077 | 107 | Not listed | (847) 457-3000 | aleragroup.com | adviserinfo.sec.gov |
| Twin Bridge Capital Partners, LLC | Chicago | $5.20 billion | 13 | 22 | 9 | (312) 284-5600 | twinbridgecapital.com | adviserinfo.sec.gov |
| Taiko | Chicago | $5.09 billion | 12 | 2 | Not listed | (312) 300-4781 | advisor-os.com | adviserinfo.sec.gov |
| Oberweis Asset Management Inc | Lisle | $5.06 billion | 110 | 31 | 1 | (630) 577-2300 | oberweis.net | adviserinfo.sec.gov |
| Neuberger Berman Loan Advisers LLC | Chicago | $4.93 billion | 13 | 3 | 13 | (312) 325-7700 | adviserinfo.sec.gov | |
| Chicago Capital, LLC | Chicago | $4.82 billion | 2,319 | 18 | Not listed | (312) 429-2333 | adviserinfo.sec.gov | |
| Brownson, Rehmus & Foxworth, Inc. | Chicago | $4.79 billion | 3,489 | 26 | Not listed | (312) 346-5850 | brfadvisors.com | adviserinfo.sec.gov |
| Highpoint Planning Partners | Downers Grove | $4.78 billion | 15,742 | 106 | Not listed | (630) 719-9222 | adviserinfo.sec.gov | |
| Castleark Management LLC | Chicago | $4.59 billion | 66 | 28 | Not listed | (312) 456-9682 | castleark.com | adviserinfo.sec.gov |
| Waud Capital Partners | Chicago | $4.56 billion | 26 | 65 | 24 | (312) 676-8400 | waudcapital.com | adviserinfo.sec.gov |
| Evanston Capital Management, LLC | Evanston | $4.49 billion | 10 | 28 | 6 | (847) 328-4961 | adviserinfo.sec.gov | |
| Elementum Advisors, LLC | Chicago | $4.48 billion | 27 | 39 | 21 | (312) 281-4688 | adviserinfo.sec.gov | |
| Bluespruce | Chicago | $4.45 billion | 7 | 10 | 4 | (312) 533-3800 | bluesprucelp.com | adviserinfo.sec.gov |
| Blue Owl Digital Infrastructure Trust Advisors LLC | Chicago | $4.42 billion | 2 | 130 | Not listed | (212) 419-3000 | adviserinfo.sec.gov | |
| Invesco Investment Advisers LLC | Downers Grove | $4.37 billion | 1,116 | 27 | Not listed | (713) 214-1919 | invesco.com | adviserinfo.sec.gov |
| Waterton Investment Adviser, L.L.C. | Chicago | $4.33 billion | 17 | 226 | 12 | (312) 948-4500 | g.page | adviserinfo.sec.gov |
| Aaron Wealth Advisors | Chicago | $4.29 billion | 1,672 | 16 | Not listed | (312) 506-5780 | aaronwealth.com | adviserinfo.sec.gov |
| Channing Capital Management, LLC | Chicago | $4.25 billion | 78 | 20 | Not listed | (312) 223-0211 | adviserinfo.sec.gov | |
| Guggenheim Investments | Chicago | $4.12 billion | 3 | 5 | Not listed | (312) 357-1007 | guggenheiminvestments.com | adviserinfo.sec.gov |
| Performance Wealth | Hinsdale | $4.09 billion | 2,673 | 15 | Not listed | (630) 686-5715 | adviserinfo.sec.gov | |
| Freeport Financial Partners LLC | Chicago | $4.07 billion | 19 | 24 | 14 | (312) 281-4600 | moelisassetmanagement.com | adviserinfo.sec.gov |
| Promanage, LLC | Chicago | $4.06 billion | 3 | 9 | Not listed | (312) 456-0665 | adviserinfo.sec.gov | |
| Attucks Asset Management, LLC | Chicago | $3.86 billion | 18 | 12 | Not listed | (312) 422-9200 | adviserinfo.sec.gov | |
| Forest Capital Management, LLC | Chicago | $3.75 billion | 118 | 11 | Not listed | (312) 809-6010 | adviserinfo.sec.gov | |
| Victory Park Capital | Chicago | $3.65 billion | 42 | 60 | 26 | (312) 701-1777 | adviserinfo.sec.gov | |
| Cressey & Company LP | Chicago | $3.55 billion | 12 | 47 | 12 | (312) 945-5700 | cresseyco.com | adviserinfo.sec.gov |
| Retirement Plan Advisors, LLC | Chicago | $3.54 billion | 10,031 | 47 | Not listed | (312) 701-1100 | retirementplanadvisors.com | adviserinfo.sec.gov |
| Aris Investing | Glenview | $3.31 billion | 919 | 32 | Not listed | (312) 910-2502 | arisinvesting.com | adviserinfo.sec.gov |
| Security Capital Research & Management Incorporated | Chicago | $3.30 billion | 92 | 17 | 3 | (312) 385-8320 | securitycapital.com | adviserinfo.sec.gov |
| SBB Research Group LLC | Northbrook | $3.26 billion | 11 | 28 | 7 | (847) 656-1111 | adviserinfo.sec.gov | |
| Mesirow Fiduciary Solutions, LLC | Chicago | $3.22 billion | 839 | 7 | Not listed | (312) 595-6000 | mesirowfinancial.com | adviserinfo.sec.gov |
| Lincoln Advisory Group, LLC | Chicago | $3.22 billion | 1 | 11 | Not listed | (312) 345-8780 | lincolnadvisors.com | adviserinfo.sec.gov |
| GCP Investment Advisor, LLC | Chicago | $3.22 billion | 11 | 70 | 11 | (312) 966-3800 | adviserinfo.sec.gov | |
| Burford Capital Investment Management LLC | Chicago | $3.17 billion | 19 | 170 | 12 | (312) 757-6070 | adviserinfo.sec.gov | |
| Midland Wealth Management | Effingham | $3.16 billion | 4,521 | 32 | Not listed | (312) 660-6516 | adviserinfo.sec.gov | |
| North Square Investments, LLC | Chicago | $3.15 billion | 14 | 27 | Not listed | (312) 857-2160 | northsquareinvest.com | adviserinfo.sec.gov |
| Faircourt Partners, LLC | Lake Bluff | $3.12 billion | 97 | 4 | Not listed | (312) 819-5010 | adviserinfo.sec.gov | |
| Roundtable Healthcare Management, Inc | Lake Forest | $3.12 billion | 11 | 32 | 11 | (847) 739-3200 | adviserinfo.sec.gov | |
| Chesley, Taft & Associates, LLC | Chicago | $3.01 billion | 1,831 | 18 | Not listed | (312) 873-1260 | chesleytaft.com | adviserinfo.sec.gov |
| WP Global Partners LLC | Chicago | $3.01 billion | 53 | 25 | 37 | (312) 277-1300 | adviserinfo.sec.gov | |
| Capstone Financial Advisors Inc | Downers Grove | $2.87 billion | 4,173 | 30 | Not listed | (630) 241-0833 | capstone-advisors.com | adviserinfo.sec.gov |
| Port Capital LLC | Chicago | $2.85 billion | 483 | 13 | 5 | (312) 788-2400 | portcapllc.com | adviserinfo.sec.gov |
| Edgewater Services, LLC | Chicago | $2.84 billion | 34 | 25 | 34 | (312) 649-5666 | edgewaterfunds.com | adviserinfo.sec.gov |
| Peakline Partners, LLC | Chicago | $2.81 billion | 57 | 45 | 34 | (312) 429-2401 | peakline.com | adviserinfo.sec.gov |
| Rothschild Investment | Chicago | $2.79 billion | 2,831 | 39 | 1 | (312) 983-8900 | rothschildwealth.com | adviserinfo.sec.gov |
| Singerman Real Estate Management Company, L.P. | Chicago | $2.77 billion | 13 | 25 | 13 | (312) 544-9645 | singermanre.com | adviserinfo.sec.gov |
| Arete Wealth Advisors, LLC | Chicago | $2.75 billion | 5,424 | 135 | Not listed | (312) 940-3684 | leblancfinancial.com | adviserinfo.sec.gov |
| Dearborn Partners L.L.C. | Chicago | $2.74 billion | 2,124 | 24 | Not listed | (312) 795-1000 | dearbornpartners.com | adviserinfo.sec.gov |
| PPM Loan Management Company 2, LLC | Chicago | $2.72 billion | 8 | 12 | 8 | (312) 634-2500 | adviserinfo.sec.gov | |
| Ipi Wealth Management, Inc. | Decatur | $2.66 billion | 13,260 | 67 | Not listed | (217) 425-6340 | chrishammann.com | adviserinfo.sec.gov |
| Embree Financial Group | Chicago | $2.64 billion | 2,378 | 19 | Not listed | (312) 527-5565 | embreefinancialgroup.com | adviserinfo.sec.gov |
| Mesirow Re-Ia, Inc. | Chicago | $2.64 billion | 2 | 21 | 3 | (312) 595-6000 | mesirowfinancial.com | adviserinfo.sec.gov |
| Cozad Asset Management Inc | Champaign | $2.62 billion | 3,824 | 29 | Not listed | (217) 356-8363 | adviserinfo.sec.gov | |
| S2g Investments, LLC | Chicago | $2.58 billion | 9 | 55 | 9 | (312) 438-7584 | s2ginvestments.com | adviserinfo.sec.gov |
| Tyree & D'Angelo Partners Management LP | Chicago | $2.58 billion | 20 | 56 | 16 | (312) 489-5050 | tdpfund.com | adviserinfo.sec.gov |
| Constellation Wealth Capital | Chicago | $2.52 billion | 10 | 20 | 10 | (312) 626-6067 | constellationwealthcapital.com | adviserinfo.sec.gov |
| North Star Investment Management Corporation | Chicago | $2.50 billion | 2,643 | 26 | Not listed | (312) 580-0900 | adviserinfo.sec.gov | |
| Bankers Life Advisory Services, Inc. | Chicago | $2.49 billion | 18,608 | 433 | Not listed | (844) 553-9083 | bankerslife.com | adviserinfo.sec.gov |
| Heard Capital LLC | Chicago | $2.40 billion | 12 | 10 | 1 | (312) 786-5210 | heardcapital.com | adviserinfo.sec.gov |
| Civc Partners | Chicago | $2.33 billion | 14 | 32 | 14 | (312) 873-7300 | civc.com | adviserinfo.sec.gov |
| Vestor Capital, LLC | Chicago | $2.28 billion | 3,753 | 27 | Not listed | (312) 641-2400 | adviserinfo.sec.gov | |
| Nadler Financial Group, Inc. | Deerfield | $2.18 billion | 3,212 | 28 | Not listed | (847) 940-4040 | nadlerfinancial.com | adviserinfo.sec.gov |
| Zuckerman Investment Group | Chicago | $2.17 billion | 1,463 | 15 | 1 | (312) 948-8000 | adviserinfo.sec.gov | |
| Distillate Capital Partners LLC | Chicago | $2.11 billion | 5 | 4 | Not listed | (312) 270-1212 | distillatecapital.com | adviserinfo.sec.gov |
| Gerchen Capital Partners | Chicago | $2.11 billion | 22 | 23 | 17 | (217) 437-1300 | gerchen.com | adviserinfo.sec.gov |
| Maren Capital | Chicago | $2.08 billion | 105 | 6 | 1 | (773) 832-7602 | marencapital.com | adviserinfo.sec.gov |
| Gillson Capital | Chicago | $2.07 billion | 7 | 16 | 1 | (312) 667-8920 | gillsoncapital.com | adviserinfo.sec.gov |
| Madison Avenue Solutions, LLC | Chicago | $2.06 billion | 29 | 1 | 12 | (312) 962-3800 | hightoweradvisors.com | adviserinfo.sec.gov |
| Doyenne Wealth Advisors | Chicago | $2.04 billion | 740 | 18 | Not listed | (312) 374-0844 | adviserinfo.sec.gov | |
| Keebeck Wealth Management | Chicago | $2.03 billion | 736 | 9 | Not listed | (312) 825-1200 | adviserinfo.sec.gov | |
| Frontenac | Chicago | $2.03 billion | 10 | 28 | 10 | (312) 759-7345 | frontenac.com | adviserinfo.sec.gov |
| Feldman, Ingardona & Co | Downers Grove | $1.99 billion | 190 | 6 | Not listed | (630) 663-1800 | feldmaningardona.com | adviserinfo.sec.gov |
| Midwestern Securities Trading Co.,Llc | East Peoria | $1.98 billion | 11,847 | 105 | Not listed | (309) 699-6786 | adviserinfo.sec.gov | |
| E2p | Chicago | $1.93 billion | 8 | 19 | 8 | (312) 872-0034 | adviserinfo.sec.gov | |
| Magnetar Asset Management LLC | Evanston | $1.92 billion | 5 | 167 | Not listed | (847) 905-4400 | magnetar.com | adviserinfo.sec.gov |
| Laramar Multi-Family Value Manager, LLC | Chicago | $1.91 billion | 33 | 19 | 8 | (312) 669-1200 | laramar.com | adviserinfo.sec.gov |
| Prep Investment Advisers, L.L.C. | Chicago | $1.91 billion | 5 | 34 | 5 | (312) 499-1952 | adviserinfo.sec.gov | |
| Bpoc | Chicago | $1.90 billion | 11 | 17 | 11 | (312) 435-0300 | bpoc.com | adviserinfo.sec.gov |
| Blue Vista Capital, LLC | Chicago | $1.89 billion | 21 | 60 | 21 | (312) 578-0033 | bluevistallc.com | adviserinfo.sec.gov |
| Silver Oak Services Partners,Llc | Evanston | $1.84 billion | 8 | 25 | 8 | (847) 332-0400 | silveroaksp.com | adviserinfo.sec.gov |
| Heitman Real Estate Securities LLC | Chicago | $1.82 billion | 27 | 141 | Not listed | (312) 855-5700 | heitman.com | adviserinfo.sec.gov |
| Core Industrial Partners, LLC | Chicago | $1.80 billion | 8 | 40 | 8 | (312) 566-4880 | adviserinfo.sec.gov | |
| Ofs Capital Management, LLC | Chicago | $1.76 billion | 13 | 47 | Not listed | (847) 734-2000 | ofsmanagement.com | adviserinfo.sec.gov |
| Center Rock Capital Partners, LP | Chicago | $1.73 billion | 8 | 18 | 8 | (312) 635-8075 | centerrockcp.com | adviserinfo.sec.gov |
| Slate Advisory Service (US) LLC | Chicago | $1.71 billion | 11 | 80 | 6 | (312) 847-1480 | adviserinfo.sec.gov | |
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | 3,920 | 13 | Not listed | (312) 857-1040 | adviserinfo.sec.gov | |
| Rothschild Wealth LLC | Oakbrook | $1.70 billion | 3,656 | 27 | 2 | (630) 448-5711 | adviserinfo.sec.gov | |
| Clearwater Capital Partners | Hoffman Estates | $1.68 billion | 2,793 | 23 | Not listed | (847) 841-8650 | adviserinfo.sec.gov | |
| Advyzon Investment Management, LLC | Lisle | $1.68 billion | 7,784 | 21 | Not listed | (844) 340-1898 | advyzon.com | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | 17 | 9 | (312) 782-7771 | m2am.com | adviserinfo.sec.gov |
| Energize Capital LLC | Chicago | $1.67 billion | 26 | 26 | 26 | (312) 724-7742 | energizecap.com | adviserinfo.sec.gov |
| Northern Trust Securities, Inc | Chicago | $1.66 billion | 2,605 | 385 | Not listed | (312) 630-6000 | northerntrust.com | adviserinfo.sec.gov |
| LPC Realty Advisors I, LLC | Chicago | $1.65 billion | 1 | 9 | Not listed | (312) 345-8780 | lincolnadvisors.com | adviserinfo.sec.gov |
| Creation Investments | Chicago | $1.60 billion | 17 | 21 | 7 | (312) 784-3988 | creationinvestments.com | adviserinfo.sec.gov |
| Pekin Hardy Strauss, Inc. | Chicago | $1.55 billion | 1,941 | 19 | Not listed | (312) 554-7525 | adviserinfo.sec.gov | |
| Keystone Capital | Chicago | $1.55 billion | 4 | 32 | 4 | (312) 219-7900 | keystonecapital.com | adviserinfo.sec.gov |
| Romano Wealth Management | Evanston | $1.54 billion | 2,078 | 16 | Not listed | (847) 866-7700 | romanowealth.com | adviserinfo.sec.gov |
| Ariel Alternatives, LLC | Chicago | $1.51 billion | 6 | 57 | 6 | (312) 726-0140 | adviserinfo.sec.gov | |
| Urban Financial Advisory Corporation | Chicago | $1.49 billion | 1,060 | 15 | Not listed | (312) 379-0150 | ufinadv.com | adviserinfo.sec.gov |
| Archford Capital Strategies, LLC | Swansea | $1.49 billion | 4,113 | 45 | Not listed | (618) 416-7085 | adviserinfo.sec.gov | |
| Origami Capital Partners, LLC | Chicago | $1.48 billion | 18 | 10 | 16 | (312) 263-7800 | adviserinfo.sec.gov | |
| M1 Advisory | Chicago | $1.48 billion | 11,400 | 14 | Not listed | (312) 600-2883 | m1.com | adviserinfo.sec.gov |
| Mediqus Asset Advisors, Inc. | Chicago | $1.46 billion | 1,596 | 11 | Not listed | (312) 419-3733 | mediqus.com | adviserinfo.sec.gov |
| Dorsey Asset Management | Chicago | $1.45 billion | 9 | 10 | 2 | (312) 982-2543 | dorseyasset.com | adviserinfo.sec.gov |
| Fidus Investment Advisors, LLC | Evanston | $1.44 billion | 3 | 35 | 2 | (847) 859-3940 | fdus.com | adviserinfo.sec.gov |
| Parkside Investments, LLC | Deerfield | $1.44 billion | 710 | 7 | 2 | (312) 778-7700 | open.spotify.com | adviserinfo.sec.gov |
| Sheridan Capital Partners | Chicago | $1.44 billion | 6 | 30 | 6 | (312) 548-7064 | adviserinfo.sec.gov | |
| Fourstar Wealth Advisors, LLC | Chicago | $1.42 billion | 3,691 | 48 | 2 | (312) 667-1750 | fourstarwealth.com | adviserinfo.sec.gov |
| Truemark Investments | Chicago | $1.42 billion | 27 | 6 | Not listed | (877) 774-8783 | true-shares.com | adviserinfo.sec.gov |
| V-Square Quantitative Management | Chicago | $1.42 billion | 49 | 5 | 1 | (312) 872-7281 | adviserinfo.sec.gov | |
| Pivot Capital Partners LLC | Chicago | $1.40 billion | 2 | 2 | Not listed | (888) 585-9981 | pivotcapitalllc.com | adviserinfo.sec.gov |
| Equity International | Chicago | $1.40 billion | 21 | 13 | 13 | (312) 675-7400 | equityinternational.com | adviserinfo.sec.gov |
| Inspirion Wealth Advisors, LLC | Libertyville | $1.39 billion | 2,687 | 12 | Not listed | (847) 918-9100 | inspirionwealth.com | adviserinfo.sec.gov |
| SG Capital Management LLC | Chicago | $1.38 billion | 25 | 10 | 3 | (312) 923-0150 | adviserinfo.sec.gov | |
| The Planning Center, Inc. | Moline | $1.37 billion | 3,032 | 28 | Not listed | (309) 797-4030 | adviserinfo.sec.gov | |
| Invision Management, Inc. | Chicago | $1.34 billion | 4 | 26 | 4 | (312) 236-4600 | adviserinfo.sec.gov | |
| Industrial Opportunity Partners, LLC | Evanston | $1.34 billion | 3 | 20 | 3 | (847) 556-3460 | iopfund.com | adviserinfo.sec.gov |
| Savoie Capital LLC | Chicago | $1.32 billion | 20 | 3 | 1 | (773) 573-9043 | savoiecapital.com | adviserinfo.sec.gov |
| Ofs Clo Management II, LLC | Chicago | $1.31 billion | 6 | 47 | 5 | (847) 734-2000 | ofsmanagement.com | adviserinfo.sec.gov |
| Keb Wealth Advisors | Springfield | $1.27 billion | 2,381 | 17 | Not listed | (217) 789-0960 | kebcpa.com | adviserinfo.sec.gov |
| Promus Asset Management, LLC | Chicago | $1.27 billion | 21 | 13 | 21 | (312) 784-3990 | promusholdings.com | adviserinfo.sec.gov |
| Chicago Oakbrook Financial Group | Oak Brook | $1.21 billion | 4,345 | 19 | Not listed | (630) 954-5572 | adviserinfo.sec.gov | |
| Sikich Financial | Springfield | $1.18 billion | 2,482 | 22 | Not listed | (217) 862-1843 | sikich.com | adviserinfo.sec.gov |
| Evergreen Wealth | Springfield | $1.18 billion | 1,691 | 12 | Not listed | (217) 321-3210 | adviserinfo.sec.gov | |
| Agr Partners LLC | Chicago | $1.17 billion | 9 | 14 | 9 | (530) 400-0888 | agrpartners.com | adviserinfo.sec.gov |
| Lake Street | Chicago | $1.16 billion | 2,012 | 9 | Not listed | (312) 766-7040 | clarity-fg.com | adviserinfo.sec.gov |
| Efficient Capital Management LLC | Warrenville | $1.16 billion | 13 | 29 | 1 | (630) 657-6800 | efficient.com | adviserinfo.sec.gov |
| Wishbone Management, LP | Chicago | $1.12 billion | 4 | 22 | 1 | (312) 265-5560 | adviserinfo.sec.gov | |
| Arthur M. Cohen & Associates LLC | Northbrook | $1.11 billion | 837 | 5 | Not listed | (847) 480-2990 | adviserinfo.sec.gov | |
| Riverbend Capital Advisors, LLC | Chicago | $1.10 billion | 239 | 5 | Not listed | (312) 948-5100 | riverbendcapitaladvisors.com | adviserinfo.sec.gov |
| Cohen Capital | Chicago | $1.10 billion | 1,478 | 11 | Not listed | (312) 477-3155 | coheninvest.com | adviserinfo.sec.gov |
| New Harbor Capital | Chicago | $1.09 billion | 11 | 18 | 11 | (312) 876-8605 | adviserinfo.sec.gov | |
| Hunter Capital Management | Lombard | $1.09 billion | 537 | 12 | 1 | (312) 341-9727 | hunterfunds.com | adviserinfo.sec.gov |
| May River Capital | Chicago | $1.09 billion | 6 | 19 | 6 | (312) 750-1781 | mayrivercapital.com | adviserinfo.sec.gov |
| Horizon Wealth Management | LA Grange | $1.08 billion | 3,136 | 10 | Not listed | (708) 352-4300 | adviserinfo.sec.gov | |
| Goldstone Financial Group, LLC | Oakbrook Terrace | $1.05 billion | 4,448 | 43 | Not listed | (630) 620-9300 | adviserinfo.sec.gov | |
| Liberty One Investment Management | Libertyville | $1.05 billion | 6,469 | 20 | Not listed | (847) 680-9255 | adviserinfo.sec.gov | |
| Coyle | Glenview | $1.05 billion | 2,270 | 24 | Not listed | (847) 441-5644 | adviserinfo.sec.gov | |
| Fort Sheridan Advisors LLC | Highland Park | $1.03 billion | 1,174 | 10 | 1 | (847) 559-9700 | adviserinfo.sec.gov | |
| Runway Growth Capital LLC | Chicago | $1.03 billion | 2 | 26 | 1 | (312) 698-6902 | runwaygrowth.com | adviserinfo.sec.gov |
| Bos Asset Management, LLC | Springfield | $1.03 billion | 1,273 | 11 | Not listed | (833) 943-8090 | bosassetmanagement.com | adviserinfo.sec.gov |
| Vertex Partners | Downers Grove | $1.01 billion | 2,580 | 20 | Not listed | (630) 836-3300 | adviserinfo.sec.gov | |
| Growth Catalyst Partners, L.P. | Chicago | $1.01 billion | 15 | 14 | 15 | (312) 283-3689 | growthcatalystpartners.com | adviserinfo.sec.gov |
| Longford Capital | Chicago | $1.00 billion | 4 | 14 | 4 | (312) 212-8240 | longfordcapital.com | adviserinfo.sec.gov |
| Burling Wealth Partners | Chicago | $1.00 billion | 922 | 8 | Not listed | (312) 825-0262 | burlingwp.com | adviserinfo.sec.gov |
| World Equity Group, Inc. | Schaumburg | $1.00 billion | 2,999 | 165 | Not listed | (847) 342-1700 | worldequitygroup.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.