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Data / Investment advisers / $100 million to $500 million in AUM / Illinois

Investment advisers in Illinois with $100 million to $500 million in AUM: 282 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

282 SEC registered investment advisers in Illinois report between $100 million and $500 million in regulatory assets under management, $72.8 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Ruedi Wealth Management, Inc. with $498 million.

The request: Every investment adviser in Illinois with AUM in the range $100 million to $500 million, 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.

  • 282Advisers
  • 282SEC registered
  • $72.8 billionTotal AUM
  • 282Advisers over $100 million
  • 73Manage 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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Ruedi Wealth Management, Inc.Champaign$498 million1,2495Not listed(217) 356-1400adviserinfo.sec.gov
Sterling Wealth Management, Inc.Champaign$494.6 million7377Not listed(217) 398-1900adviserinfo.sec.gov
Busey Capital Management, Inc.Urbana$493.8 million51222Not listed(217) 365-4800adviserinfo.sec.gov
Lifewise Wealth AdvisorsChampaign$491.9 million1,1238Not listed(217) 351-8755lifewisewealth.comadviserinfo.sec.gov
Iron Financial LLCNorthbrook$489.2 million649103(847) 715-3200ironfinancial.comadviserinfo.sec.gov
I-Qu & Co.Chicago$485.8 million14710(415) 228-8254i-qu.coadviserinfo.sec.gov
Vantage Point Financial, LLCLisle$484.6 million1,68317Not listed(331) 204-6212adviserinfo.sec.gov
Rail-Splitter Capital Management LLCWinnetka$484.1 million1083Not listed(773) 294-6099rail-splitter.comadviserinfo.sec.gov
Altman AdvisorsChicago$483.4 million55313Not listed(312) 759-7801altmanadvisors.comadviserinfo.sec.gov
15 Wealth Advisors LLCMundelein$481.5 million68715Not listed(847) 735-710315wealth.comadviserinfo.sec.gov
Nine Ten Capital ManagementChicago$480.6 million131(847) 868-0893ninetencapital.comadviserinfo.sec.gov
Meredith Wealth PlanningMaryville$478.7 million9142Not listed(618) 744-6755meredithwealth.comadviserinfo.sec.gov
The Invictus Collective, LLCPark Ridge$476 million8881(866) 636-3468adviserinfo.sec.gov
Zimmerman Wealth Management, LLCEvanston$472.4 million2257Not listed(847) 556-3200zimmermanwealth.comadviserinfo.sec.gov
North Branch Capital Management, L.P.Oak Brook$467.5 million585(630) 782-1590adviserinfo.sec.gov
Cypress Capital Partners, LLCChicago$464.4 million533Not listed(312) 397-9090adviserinfo.sec.gov
Sterling Fund Management, LLCChicago$461.6 million9308(312) 465-7000adviserinfo.sec.gov
Cambridge Capital Management, LLCO'Fallon$457.8 million9845Not listed(618) 206-3262adviserinfo.sec.gov
Vistamark InvestmentsHinsdale$456 million1014Not listed(312) 498-5703vistamarkllc.comadviserinfo.sec.gov
Benford Capital Partners Management, L.P.Chicago$456 million7207(312) 932-0200benfordcapital.comadviserinfo.sec.gov
Merit Capital Partners VI, LLCChicago$448.2 million3193(312) 592-6111meritcapital.comadviserinfo.sec.gov
Leslie Global Wealth, LLCItasca$446.8 million1,0076Not listed(312) 946-1000leslieglobalwealth.comadviserinfo.sec.gov
Inland Advisory Services, LLCOak Brook$443.1 million148Not listed(630) 218-8000adviserinfo.sec.gov
Sage Private Wealth Group, LLCOakbrook Terrace$440.8 million48015Not listed(630) 933-0000adviserinfo.sec.gov
Borealis Strategic Capital Partners, LPChicago$440.4 million863(312) 897-3474adviserinfo.sec.gov
Bates Financial Advisors, Inc.Rockford$439.2 million1,2735Not listed(815) 332-4020batesfinancialadvisors.comadviserinfo.sec.gov
Newport Investment Management, LLCChicago$438.8 million6175(312) 724-7031app.junipersquare.comadviserinfo.sec.gov
Highview Capital Management, LLCBuffalo Grove$416.3 million2575Not listed(888) 757-6610hv-cap.comadviserinfo.sec.gov
Bard Associates IncChicago$416.2 million388101(312) 782-9600adviserinfo.sec.gov
SGL Financial, LLCBuffalo Grove$416 million2,71333Not listed(847) 499-3330adviserinfo.sec.gov
Watershed Private WealthOak Brook$413.7 million5553Not listed(630) 478-0195watershedprivatewealth.comadviserinfo.sec.gov
Kerberos Capital Management LLCChicago$412.2 million1384(312) 854-8787kerberoscm.comadviserinfo.sec.gov
Slagle Financial, LLC.Edwardsville$411.7 million3,25321Not listed(618) 692-1657adviserinfo.sec.gov
Rooted Wealth AdvisorsBourbonnais$408.8 million3,72022Not listed(866) 766-8332adviserinfo.sec.gov
Quad City Investment CenterMoline$408 million7468Not listed(563) 388-5436qcbt.bankadviserinfo.sec.gov
Kai Wealth LLCChicago$407.7 million459Not listed(312) 605-8020adviserinfo.sec.gov
Arena Private WealthChicago$404.7 million61387(312) 798-9045adviserinfo.sec.gov
LCM Capital Management IncChicago$403 million9827Not listed(312) 705-3013adviserinfo.sec.gov
Palo Duro Investment Partners, LPChicago$402.8 million763(312) 264-4670paloduro.comadviserinfo.sec.gov
Lester Financial Group, LLCChampaign$398.6 million1,1185Not listed(217) 356-6533lesterfinancialgroup.comadviserinfo.sec.gov
Longshore Capital PartnersChicago$397.6 million4114(312) 237-3838longshorecp.comadviserinfo.sec.gov
Bentley Financial GroupDowners Grove$392.8 million7474Not listed(630) 541-6363bentleyfinancialgroup.comadviserinfo.sec.gov
RCM Wealth AdvisorsChicago$388.8 million1,12315Not listed(866) 903-1822rcmwa.comadviserinfo.sec.gov
Vermillion Financial Advisors, Inc.South Barrington$386.7 million1,02110Not listed(847) 382-9999vermillionfinancial.comadviserinfo.sec.gov
Squadron Capital Management LLCOak Brook$385.7 million241(214) 478-3862squadroncapitalmgmt.comadviserinfo.sec.gov
Carter Financial Group, Inc.Barrington$382.2 million2,2579Not listed(847) 713-2700adviserinfo.sec.gov
Unique Wealth StrategiesBurr Ridge$381.5 million84210Not listed(630) 318-0565adviserinfo.sec.gov
Bruce & Co IncChicago$379.5 million31Not listed(312) 236-9160adviserinfo.sec.gov
Siena Capital Partners GP, LLCEvanston$379.3 million151(312) 559-1850sienacapital.netadviserinfo.sec.gov
Prospect Partners Advisors LLCChicago$378.4 million3123(312) 782-7400prospect-partners.comadviserinfo.sec.gov
Pritzker Alternative StrategiesChicago$378.3 million171(312) 447-6087adviserinfo.sec.gov
Oak Wealth Advisors LLCNorthbrook$373.7 million5457Not listed(847) 945-8888oakwealth.comadviserinfo.sec.gov
Hughes & CompanyChicago$367.4 million3133(312) 238-9600hughes-co.comadviserinfo.sec.gov
Chicago Wealth Management, Inc.Chicago$365.7 million1,0376Not listed(312) 376-8350adviserinfo.sec.gov
Sebold Capital Management, IncLisle$364.3 million8899Not listed(630) 548-9700adviserinfo.sec.gov
Windrock Wealth ManagementNaperville$363.2 million58351(312) 650-9593windrockwealth.comadviserinfo.sec.gov
Dearborn Capital Management, LLCChicago$360.9 million212Not listed(312) 756-4450grantparkfunds.comadviserinfo.sec.gov
Bluestem Financial Advisors, LLCSavoy$358.2 million1,01010Not listed(217) 352-0000jakekuebler.comadviserinfo.sec.gov
Precise Investment Management, Inc.Highland Park$349.2 million808Not listed(702) 906-0940adviserinfo.sec.gov
Booster Asset Management, LLCWheaton$346.1 million12Not listed(630) 653-1400adviserinfo.sec.gov
Ergawealth Advisors, Inc.Oak Brook$341.5 million1,0775Not listed(630) 320-2078ergawealth.comadviserinfo.sec.gov
Left Brain Wealth Management, LLCNaperville$340.4 million71273(630) 517-9300adviserinfo.sec.gov
Wavvest WealthChicago$339.9 million1446Not listed(630) 699-8602adviserinfo.sec.gov
Aza Capital ManagementChicago$339.6 million8398Not listed(312) 429-0880adviserinfo.sec.gov
Riverspan Partners LPChicago$338.6 million3133(312) 602-0777riverspan.comadviserinfo.sec.gov
Lucas Group Financial Advisors, LLCFreeport$337.7 million1,1769Not listed(815) 235-9610lucasgroupfinancial.comadviserinfo.sec.gov
New England Research & Management, Inc.Chicago$337.1 million4084Not listed(312) 212-1704nerminc.comadviserinfo.sec.gov
Journey Financial Group, Inc.Buffalo Grove$336.5 million9157Not listed(847) 229-9191jfgplan.comadviserinfo.sec.gov
Cogent Strategic Wealth LLCChicago$336 million4464Not listed(312) 382-8388adviserinfo.sec.gov
Neuberger Berman Loan Advisers Europe II LPChicago$334.6 million131(312) 325-7700adviserinfo.sec.gov
Dibenedetto & Associates LTDLoves Park$333.1 million6403Not listed(815) 654-8850trustdnb.comadviserinfo.sec.gov
Corazon Group LLCChicago$331.5 million6146(312) 952-1654corazon.comadviserinfo.sec.gov
The Nestegg Group, Inc.Lincolnwood$331 million7463Not listed(847) 677-6378thenestegggroup.comadviserinfo.sec.gov
Bernardi Asset Management, LLCNorthfield$331 million14622Not listed(312) 281-2021bernardisecurities.comadviserinfo.sec.gov
Powers Advisory Group, LLCHighland$329.5 million1,6037Not listed(618) 654-6262powersinvest.comadviserinfo.sec.gov
Benchmark Investment Advisors LLCChicago$329.2 million1266Not listed(312) 259-9595trustbenchmark.comadviserinfo.sec.gov
Kenney Investments IncNorthfield$328.5 million342Not listed(847) 441-2642adviserinfo.sec.gov
Latko Wealth Management, LTD.Frankfort$327.2 million1,1347Not listed(815) 469-8887latkowealth.comadviserinfo.sec.gov
HFR Asset Management, L.L.CChicago$326.2 million222(312) 327-0430adviserinfo.sec.gov
HFR Investments, LLCChicago$326.2 million222(312) 327-0430hfr-investments.comadviserinfo.sec.gov
Mendel Money Management IncNorthbrook$317.1 million6317Not listed(847) 564-0970adviserinfo.sec.gov
Oca Ventures, LLCChicago$316.4 million7157(312) 443-5028adviserinfo.sec.gov
Kenora Financial, LLCDes Plaines$315.8 million10071(847) 257-7200kenorafinancial.comadviserinfo.sec.gov
The Future Fund LLCChicago$314.4 million33Not listed(312) 825-1280adviserinfo.sec.gov
CTS Financial Planning, Inc.Chicago$313.9 million7329Not listed(312) 337-1040adviserinfo.sec.gov
Hilco Investment Advisors, LLCNorthbrook$313.1 million3160Not listed(847) 509-1100adviserinfo.sec.gov
Wellment FinancialElmhurst$312.7 million1,26621Not listed(630) 993-8200academy.wellment.comadviserinfo.sec.gov
Monere Wealth Management, Inc.Schaumburg$312 million55510Not listed(312) 585-3850monereinvest.comadviserinfo.sec.gov
Tilia Holdings, LLCChicago$311.9 million3113(312) 535-0225tiliallc.comadviserinfo.sec.gov
Temerity Strategic PartnersChicago$304.7 million3103(312) 971-9855temeritystrategic.comadviserinfo.sec.gov
Emc Capital Advisors, LLCBannockburn$304.7 million15Not listed(847) 267-8700emccta.comadviserinfo.sec.gov
Mack Investment Securities, Inc.Northfield$302.6 million1,0178Not listed(847) 657-6600macktracks.comadviserinfo.sec.gov
Access Financial Group, Inc.Chicago$302.3 million3156Not listed(312) 655-8200afinancial.comadviserinfo.sec.gov
Cypress Investment Management, LLCOakbrook Terrace$302.2 million1276127(331) 307-7444cypressholdings.comadviserinfo.sec.gov
Praxis Capital Management LLCChicago$301.4 million1121(312) 222-4930praxiscm.comadviserinfo.sec.gov
Vital Wealth Management, LLCRosemont$300.8 million7802Not listed(847) 384-9703adviserinfo.sec.gov
Sterling Bay Capital Advisers, LLCChicago$297.6 million121812(312) 466-4100vimeo.comadviserinfo.sec.gov
Project Level Management Company, LLCChicago$293.8 million4504(312) 726-0140adviserinfo.sec.gov
Nextgen Growth Partners, LLCChicago$293.7 million8158(312) 882-8998nextgengp.comadviserinfo.sec.gov
Fiduciary Financial Partners, LLCNaperville$293.3 million8296Not listed(630) 780-1534adviserinfo.sec.gov
The Planning GroupNorthfield$291.5 million7614Not listed(847) 441-9400planning-group.comadviserinfo.sec.gov
Millington Financial Advisors, LLCNaperville$291.4 million55411Not listed(630) 922-7900millingtonfa.comadviserinfo.sec.gov
InvestbevChicago$290.9 million7106(312) 617-9057investbev.comadviserinfo.sec.gov
Guardian Wealth Management Inc.Peoria$289.1 million4295Not listed(309) 692-1460gwmanagers.comadviserinfo.sec.gov
McBeath Financial GroupNormal$287 million6808Not listed(309) 808-2224adviserinfo.sec.gov
RPC Private Wealth, LLCHinsdale$286.3 million1,2281Not listed(630) 887-8488adviserinfo.sec.gov
Pearson Creek Capital Management LLCChicago$284.8 million921Not listed(312) 878-5520pearsoncreekcapital.comadviserinfo.sec.gov
Maxwell Street Capital Partners, LPEvanston$284.3 million494(888) 608-8674maxwellstreetcap.comadviserinfo.sec.gov
Holder Wealth ManagementChampaign$284 million3023Not listed(217) 398-4015holderwealthmgt.comadviserinfo.sec.gov
Stonebridge Wealth Management LLCOak Brook$283.3 million1,0164Not listed(630) 230-1830adviserinfo.sec.gov
Pendulum Wealth PartnersItasca$282.8 million92713Not listed(630) 861-6143pendulum.partnersadviserinfo.sec.gov
Cypress Wealth ManagementOakbrook Terrace$282.7 million5061(331) 307-7444cypressholdings.comadviserinfo.sec.gov
Detterbeck Wealth ManagementPalatine$279.2 million7906Not listed(847) 934-6262dwmgmt.comadviserinfo.sec.gov
Horizon Family Wealth, Inc.Chicago$278.8 million4182Not listed(312) 442-9192horizonfamilywealth.comadviserinfo.sec.gov
4wealth Advisors, Inc.Burr Ridge$275.3 million1,26213Not listed(708) 695-5300adviserinfo.sec.gov
O'Connor Financial Group LLCQuincy$275.3 million1,0627Not listed(217) 223-0113adviserinfo.sec.gov
Chicago Investment Advisory GroupMokena$275.1 million1,9107Not listed(708) 478-7190ciag.usadviserinfo.sec.gov
Klaff Realty, LPChicago$275 million8107(312) 360-1234adviserinfo.sec.gov
Signature Financial Services, LTDArlington Heights$274 million50612Not listed(847) 545-8070adviserinfo.sec.gov
Uhlmann Investment Management, L.L.C.Skokie$273.2 million46011Not listed(312) 264-4400upsecurities.comadviserinfo.sec.gov
E. a. Horwitz LLCDeerfield$272.6 million36913Not listed(224) 632-4600adviserinfo.sec.gov
Eastgate Capital Advisors LLCWinnetka$271.5 million3065Not listed(312) 690-4900eastgateca.comadviserinfo.sec.gov
Tradelink Capital LLCChicago$267.8 million2112(312) 264-2000tradelinkllc.comadviserinfo.sec.gov
Brentview Investment Management, LLCRosemont$265.7 million3156Not listed(312) 283-4450adviserinfo.sec.gov
The Dala Group, LLCHoffman Estates$265.2 million1,08011Not listed(847) 485-0248adviserinfo.sec.gov
Allied Asset Advisors IncHometown$262 million13Not listed(877) 417-6161investaaa.comadviserinfo.sec.gov
Greenstone Belt Wealth Advisors, LLCChicago$260.1 million3375Not listed(312) 952-6550adviserinfo.sec.gov
Clark Wealth Partners, LLCO'Fallon$259.9 million1,1937Not listed(618) 607-4101clarkwealthpartners.comadviserinfo.sec.gov
Pluscios Management LLCEvanston$258.1 million556(224) 420-7040pluscios.comadviserinfo.sec.gov
103 Advisory GroupChicago$257.2 million892Not listed(312) 543-8759adviserinfo.sec.gov
Frontaura Capital LLCChicago$256.6 million242(312) 777-1500frontauracapital.comadviserinfo.sec.gov
Estate & Trust AdvisorsRiverwoods$256.5 million7206Not listed(847) 441-4600etaadvisor.comadviserinfo.sec.gov
Winona Capital Management, LLCChicago$255.6 million767(312) 334-8800adviserinfo.sec.gov
Gate City Capital Management, LLCChicago$253.6 million341(312) 825-1228gatecitycap.comadviserinfo.sec.gov
Patrick M. Sweeney & Associates, IncLibertyville$252.5 million3052Not listed(847) 277-7771patrickmsweeney.comadviserinfo.sec.gov
Main Street Investment Advisors, LLCNorthbrook$250.3 million1443Not listed(847) 480-7055mainstinvest.comadviserinfo.sec.gov
Prairie Rivers Investments, LLCRobinson$249.3 million8765Not listed(618) 544-9010ourpri.comadviserinfo.sec.gov
Lakewood Asset Management, LLCNaperville$248.7 million3655Not listed(312) 543-1772lakewoodasset.comadviserinfo.sec.gov
Tenet Wealth Partners, LLCChampaign$246.9 million4424Not listed(217) 281-4250adviserinfo.sec.gov
Impact EngineChicago$246.8 million896(872) 228-5197adviserinfo.sec.gov
210 FinancialMorton$242.8 million1,78616Not listed(309) 263-1333210financial.comadviserinfo.sec.gov
Prism Planning PartnersLibertyville$241.5 million4824Not listed(847) 250-9870adviserinfo.sec.gov
Interactive Financial AdvisorsNew Lenox$240.4 million2,07533Not listed(630) 472-1300someonewhocares.comadviserinfo.sec.gov
Arlington Wealth ManagementArlington Heights$235.9 million7505Not listed(847) 670-4030arlington-capital.comadviserinfo.sec.gov
Lind Capital PartnersEvanston$235 million795Not listed(312) 878-3830lindcapitalpartners.comadviserinfo.sec.gov
Mpi Wealth Management LLCHinsdale$233.6 million1564Not listed(630) 325-6900adviserinfo.sec.gov
Lizard Investors LLCChicago$232.8 million621(312) 803-7311lizardinvestors.comadviserinfo.sec.gov
Roppel Capital Management LLCPark Ridge$231.5 million333(847) 318-9001adviserinfo.sec.gov
Forest Asset Management LLCRiverside$230.7 million4683Not listed(708) 447-7086adviserinfo.sec.gov
Woodfield Financial Advisors, Inc.Deer Park$230.1 million3903Not listed(847) 726-9600adviserinfo.sec.gov
Chicago Investment Advisory Council, Inc.St. Charles$230 million1,50011Not listed(630) 444-1410adviserinfo.sec.gov
Alerce Investment Management, L.P.Chicago$226.9 million26413(312) 448-5500adviserinfo.sec.gov
Mentor Capital Management Inc.Chicago$226.4 million1,2484Not listed(312) 526-3838mentoradvisers.comadviserinfo.sec.gov
Williams Capital Management CompanyWilmette$225.6 million221Not listed(847) 256-5565adviserinfo.sec.gov
Mindful Wealth LLCGlencoe$225.3 million2791Not listed(312) 953-9900mindfulwealthllc.comadviserinfo.sec.gov
Bantamac Capital, LLCChicago$224.7 million494Not listed(872) 326-1723bantamac.comadviserinfo.sec.gov
Via IV Investments, LLCBurr Ridge$221.8 million5324Not listed(630) 674-7226viaiv.comadviserinfo.sec.gov
Erie Street Growth PartnersChicago$221.2 million727(312) 640-7080eriestreet.comadviserinfo.sec.gov
Rising Point CapitalChicago$219.6 million494(312) 479-8582risingpointcapital.comadviserinfo.sec.gov
Madden Funds ManagementOak Park$217.9 million4723Not listed(708) 848-3200maddenfunds.comadviserinfo.sec.gov
Core Capital Management, LLCChicago$216.2 million361(312) 346-2542adviserinfo.sec.gov
KRM Financial Planning & Wealth Management, LLCSt. Charles$211.5 million5163Not listed(630) 377-8760krmfinancial.comadviserinfo.sec.gov
Virtue Asset Management LLCBarrington$211.4 million2613Not listed(847) 892-7145adviserinfo.sec.gov
Phase III Advisory Services, LTDBuffalo Grove$210.9 million1,4003Not listed(847) 520-5545adviserinfo.sec.gov
Treetop Wealth Management, LLCNorthfield$210 million3503Not listed(847) 386-6707treetopwm.comadviserinfo.sec.gov
Prairieview Wealth & Tax AdvisorsFrankfort$207.5 million8829Not listed(708) 326-4750adviserinfo.sec.gov
Parkview Asset Management, Inc.Oakbrook Terrace$206.1 million2874Not listed(708) 481-4000wpn360.comadviserinfo.sec.gov
Western Pacific Wealth Management, LPLake Forest$205.5 million333Not listed(847) 987-8015westpacwm.comadviserinfo.sec.gov
Crystal Rock Capital Management, LLC.Bannockburn$203.9 million341(847) 282-7010crystalrockcap.comadviserinfo.sec.gov
DV Capital Advisors, LLCChicago$203.4 million7115(312) 663-7111adviserinfo.sec.gov
Chicago Capital Management, LLCChicago$202.8 million645(312) 374-9000chicagocapitalmanagement.comadviserinfo.sec.gov
Stride Investments, LLCChicago$200.9 million1,5228Not listed(312) 767-9166adviserinfo.sec.gov
Uncommon Equity LLCChicago$198.8 million11811(312) 546-8140adviserinfo.sec.gov
PMG Wealth ManagementHawthorn Woods$198.3 million7754Not listed(847) 550-6100adviserinfo.sec.gov
Trueman BrownLake Zurich$196.1 million3732Not listed(847) 228-1968adviserinfo.sec.gov
ARK Advisors LLCBloomington$195.6 million1,0592Not listed(309) 661-2000arkadvisorsllc.comadviserinfo.sec.gov
American Community Wealth Management, LLCCrystal Lake$195.4 million4305Not listed(815) 479-9024adviserinfo.sec.gov
Tetley Investments, LLCPark Ridge$193.9 million5253Not listed(773) 698-6862adviserinfo.sec.gov
MWS Capital Consultants LLCChicago$193.7 million4493Not listed(773) 412-4302mwscapital.comadviserinfo.sec.gov
Kinzie Capital PartnersChicago$193 million8128(312) 809-2490adviserinfo.sec.gov
Grizzlyrock Capital, LLCChicago$192.7 million522(312) 605-6317grizzlyrockcapital.comadviserinfo.sec.gov
Financial Elements, IncRolling Meadows$192.6 million4172Not listed(847) 496-4179adviserinfo.sec.gov
Linden Wealth Management LLCOak Park$192.3 million511Not listed(708) 948-7111lindenwm.comadviserinfo.sec.gov
Masus Financial Group, LTD.Batavia$190.6 million6064Not listed(630) 879-8464masusfinancial.comadviserinfo.sec.gov
Three SixtyBloomington$190.1 million6276Not listed(630) 219-1695adviserinfo.sec.gov
Harbour Financial Resources, LTDSkokie$189.8 million3623Not listed(847) 675-6836adviserinfo.sec.gov
Signet Private Wealth, LLCChicago$189.7 million2834Not listed(312) 796-7546adviserinfo.sec.gov
McCulley Financial Group, LLCWestchester$188.7 million1694Not listed(312) 219-9000adviserinfo.sec.gov
Wall Street Financial Group, Inc.Carlinville$187.7 million1,2083Not listed(800) 303-9255adviserinfo.sec.gov
First Analysis Capital Management LLCChicago$186.2 million8258(312) 258-1400adviserinfo.sec.gov
Boon Capital Advisors LLCNorthbrook$185 million27523(224) 326-2044adviserinfo.sec.gov
Equity Armor InvestmentsChicago$184.3 million1213Not listed(312) 318-9191equityarmorinvestments.comadviserinfo.sec.gov
GLL InvestorsChicago$184.1 million535(773) 525-3038gllinvestors.comadviserinfo.sec.gov
Kuhn & Company Investment Counsel, LLCChicago$182.7 million1873Not listed(630) 416-7700adviserinfo.sec.gov
Barrett Upton Capital PartnersLake Forest$182.3 million494(847) 752-0292barrettupton.comadviserinfo.sec.gov
Lakeshore Capital Group, Inc.Rolling Meadows$181.5 million6373Not listed(847) 701-0400adviserinfo.sec.gov
Cyr Financial Inc.Hennepin$180.5 million1,3489Not listed(815) 925-7501adviserinfo.sec.gov
T2 Asset Management, LLCNaperville$180 million8508Not listed(888) 354-8499adviserinfo.sec.gov
Mirretti Perryman Wealth Strategies, LLCSkokie$178.9 million1784Not listed(847) 983-0123mirrettiperryman.comadviserinfo.sec.gov
Hull TacticalChicago$177 million211Not listed(312) 356-3150hulltactical.comadviserinfo.sec.gov
McLaughlin Asset Management, Inc.Danville$176.1 million3194Not listed(217) 442-6484adviserinfo.sec.gov
Benchmark Capital Group LTD.Galena$173.6 million3833Not listed(815) 777-0600benchmarkcapitalgroup.comadviserinfo.sec.gov
Tilden Loucks & Woodnorth LLCElmhurst$173.3 million474Not listed(312) 475-1400lasallest.comadviserinfo.sec.gov
Liberty Asset Management, Inc.Woodridge$172.7 million5022Not listed(630) 789-9653adviserinfo.sec.gov
North Shore Investment Consulting LLCWilmette$170.5 million3001Not listed(847) 445-4100nsinv.comadviserinfo.sec.gov
Pacesetter Financial Group, L.L.C.Lincoln$170.5 million76610Not listed(217) 735-1576adviserinfo.sec.gov
Kuhn Capital PartnersOak Brook$169.9 million27154(800) 674-3217adviserinfo.sec.gov
Silva Capital Management LLCChicago$169.4 million31Not listed(312) 840-8259silvacapitalmanagement.comadviserinfo.sec.gov
Lifepoint PlanningSchaumburg$168.5 million4513Not listed(844) 505-3618adviserinfo.sec.gov
Illuminate Wealth ManagementBarrington$167.6 million3806Not listed(847) 595-1315illuminatewm.comadviserinfo.sec.gov
McDonnell Capital ManagementFrankfort$166.7 million4673Not listed(708) 925-9507mcdonnell-capital.comadviserinfo.sec.gov
Capital Gains IncorporatedNiles$166.6 million93Not listed(847) 318-9975capgns.comadviserinfo.sec.gov
Expressive Wealth LLCChicago$165.2 million46810Not listed(847) 595-8812adviserinfo.sec.gov
PR Wealth Management GroupEast Moline$164.9 million4565Not listed(309) 792-8291adviserinfo.sec.gov
Marquee Capital AdvisorsChicago$162.7 million5215(773) 404-2827marqueecapitaladvisors.comadviserinfo.sec.gov
Savant Investment Advisers, Inc.Homewood$162.5 million4393Not listed(708) 799-7477savantadvisers.comadviserinfo.sec.gov
Magellan Investment Partners North America, Inc.Westmont$162.2 million24Not listed(847) 509-9860us.magellaninvestmentpartners.comadviserinfo.sec.gov
Steward Advisors, LLCChicago$160.7 million3544Not listed(630) 537-0111adviserinfo.sec.gov
ZendamentalsChicago$160.7 million1,0651Not listed(773) 248-1000adviserinfo.sec.gov
SCG Asset Management LLCNaperville$158.7 million116Not listed(312) 784-3952scgamllc.comadviserinfo.sec.gov
Valoran Capital ManagementChicago$157.8 million939(312) 545-5572valorancapitalmanagement.comadviserinfo.sec.gov
Avocet Capital Management LLCNorthbrook$157.8 million1942Not listed(312) 925-0152avocetcapital.comadviserinfo.sec.gov
Winchester Asset Management, LLCChicago$154 million421(312) 858-3359winchesteram.comadviserinfo.sec.gov
Sheffield Asset Management, L.L.C.Chicago$151.7 million131(312) 506-6400sheffieldmgmt.comadviserinfo.sec.gov
ConvexitasChicago$151.3 million114Not listed(312) 210-9650adviserinfo.sec.gov
Opus Financial Solutions LLCDowners Grove$150.8 million5042Not listed(331) 777-5449adviserinfo.sec.gov
Kuhn Wealth Management Inc.Schaumburg$150.8 million9913Not listed(847) 607-4976kuhnwealth.comadviserinfo.sec.gov
Lincoln Capital Advisers LLCChicago$150 million17Not listed(312) 345-8780lpc.comadviserinfo.sec.gov
Barrett Wealth Connection LLCSpring Grove$148 million4193Not listed(815) 529-7527bwconnect.coadviserinfo.sec.gov
Outlook Capital Management, LLCArlington Heights$147.4 million1692Not listed(847) 797-0600outlookcapitalmanagement.comadviserinfo.sec.gov
Kruse Asset Management, LLCChicago$146.2 million51922(312) 775-6000kruseassetmanagement.comadviserinfo.sec.gov
Monetta Financial Services IncWheaton$144.8 million23Not listed(630) 462-9800monetta.comadviserinfo.sec.gov
Midwest Financial Network, LLCTinley Park$141.9 million5372Not listed(708) 670-3083midwfinancial.comadviserinfo.sec.gov
Clement Street Capital LLCDowners Grove$141 million2022Not listed(630) 701-9359clementstreetcapital.comadviserinfo.sec.gov
Vertis Wealth, LLCChicago$140.7 million2,16017Not listed(774) 874-3686vertiswealth.comadviserinfo.sec.gov
Monroe Capital Real Estate Credit Advisors, LLCChicago$140.2 million150Not listed(312) 258-8300adviserinfo.sec.gov
Fortis Portfolio Solutions, LLCChicago$140 million2762Not listed(713) 854-6442fortisportfolio.comadviserinfo.sec.gov
Centerstar Asset Management, LLCChicago$138.6 million383(312) 256-9627adviserinfo.sec.gov
Mark Bell Advisory Services, Inc.Chicago$138.2 million901Not listed(312) 840-8265adviserinfo.sec.gov
Landolt Securities, Inc.Lake Bluff$137.8 million30114Not listed(847) 838-5151landoltsecurities.comadviserinfo.sec.gov
Directional Asset Management, LLCArlington Heights$136.9 million951Not listed(847) 749-2312adviserinfo.sec.gov
Horizon Capital Management, LLCLake Forest$136.2 million401Not listed(847) 738-0801horizoncapmgmt.comadviserinfo.sec.gov
Chicago Capital Management Advisors, LLCLisle$135.2 million61820Not listed(630) 241-1122chicagomanagement.comadviserinfo.sec.gov
Stone Island Financial PlanningNaperville$134 million2514Not listed(630) 784-2200stoneislandfp.comadviserinfo.sec.gov
Blue Line CapitalChicago$131.9 million3487Not listed(312) 837-3944adviserinfo.sec.gov
Versatile Capital Management L.L.C.Chicago$130.1 million883Not listed(312) 981-9848adviserinfo.sec.gov
Pebble Valley Wealth ManagementWestern Springs$129.5 million4473Not listed(708) 246-2366adviserinfo.sec.gov
Marcus Capital, LLCNorthfield$129.2 million2592Not listed(847) 313-4326marcuscapital.comadviserinfo.sec.gov
Stephen Smith Financial Inc.Schaumburg$129 million4584Not listed(847) 881-8996stephensmithfinancial.comadviserinfo.sec.gov
Strategic Portfolio ManagersNorthfield$127.1 million2501Not listed(847) 441-2600stratports.comadviserinfo.sec.gov
BCM Capital Management LLCNorthfield$126.3 million232(847) 446-7372bcmcapitalmanagement.comadviserinfo.sec.gov
Significant Wealth Partners LLCCary$126.1 million8518Not listed(847) 639-7830adviserinfo.sec.gov
Johnston Investment Counsel, LTD.Peoria$125 million3052Not listed(309) 674-3330adviserinfo.sec.gov
Wolf Financial Advisors LLCPekin$124.9 million3141Not listed(309) 346-1106adviserinfo.sec.gov
Midwest Financial Associates, Inc.Rockford$123.9 million6324Not listed(779) 210-2930adviserinfo.sec.gov
Daly Investment Management, LLCMount Prospect$123.5 million1251Not listed(224) 347-2623dalyinvestment.comadviserinfo.sec.gov
Maynerich FinancialVirden$122.5 million1,0456Not listed(217) 965-5796richinwisdom.comadviserinfo.sec.gov
Arbor Financial Services, LLCDowners Grove$122.2 million3815Not listed(630) 701-9080adviserinfo.sec.gov
Laureate Wealth Management, LLCGlen Ellyn$121.9 million11765(312) 300-6765laureate-wealth.comadviserinfo.sec.gov
Blue Haven Capital, LLCGeneva$121.5 million3762Not listed(630) 588-3800adviserinfo.sec.gov
Regal Advisory Services, Inc.Glenview$121.4 million27424Not listed(877) 488-6537adviserinfo.sec.gov
Pathfinder Advisory, Inc.Rockford$121.4 million1455Not listed(815) 399-9806adviserinfo.sec.gov
Foresight Wealth AdvisorsSkokie$121.2 million791Not listed(847) 728-8304foresightwealthadvisors.comadviserinfo.sec.gov
Alo Financial PlanningMount Prospect$120.9 million3002Not listed(224) 250-9373alo.financialadviserinfo.sec.gov
Advanced Planning Advisors Group Inc.Naperville$120.4 million6382Not listed(630) 780-1099apadvisorsgroup.comadviserinfo.sec.gov
Hinsdale AssociatesHinsdale$120.1 million1372Not listed(630) 325-7100hinsdaleassociates.comadviserinfo.sec.gov
K2 Wealth Management LLCChicago$120 million3704Not listed(872) 227-7652k2wealthllc.comadviserinfo.sec.gov
Copperwood FinancialBurr Ridge$119.6 million7953Not listed(630) 581-8998adviserinfo.sec.gov
Engage Wealth Group, LLCNorthfield$119.5 million2663Not listed(847) 794-5000adviserinfo.sec.gov
Yunistone Investment Group, LLCChicago$119.5 million661Not listed(312) 809-5038yunistone.comadviserinfo.sec.gov
Blue Sky Investment Partners, Inc.Evanston$118 million621Not listed(847) 864-5070blueskyinvestments.netadviserinfo.sec.gov
Kinnamon & Associates LTD IIBarrington$117.6 million3967Not listed(847) 381-1053kinnamoninvest.comadviserinfo.sec.gov
New Vernon Investment Management LLCHighland Park$115.5 million1182(847) 926-5700adviserinfo.sec.gov
The Copia GroupChicago$114.8 million171(312) 564-8521copiagroupllc.comadviserinfo.sec.gov
Mosaic Fi LLCLincolnshire$112.8 million2535Not listed(847) 371-5203adviserinfo.sec.gov
Fra Wealth Management LLCO'Fallon$112.8 million9512Not listed(888) 915-0930frawealthmanagement.comadviserinfo.sec.gov
KDM Wealth Management Inc.Geneva$112.2 million5386Not listed(630) 232-9097adviserinfo.sec.gov
Orchard Capital Management, LLCChicago$111.8 million325Not listed(312) 628-6700orchardinvestments.comadviserinfo.sec.gov
Bondurant Investment Advisory, LLCEvanston$111.1 million1373Not listed(847) 602-6404sbondinvest.comadviserinfo.sec.gov
Midway Capital Research & Management LLCChicago$110.4 million1442Not listed(312) 445-8562midwaymgt.comadviserinfo.sec.gov
Dillow Wealth Management LLCOak Brook$106.3 million1472Not listed(224) 330-9662adviserinfo.sec.gov
Financial Design Studio, Inc.Deer Park$105.5 million4524Not listed(847) 238-8050adviserinfo.sec.gov

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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.