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Data / Investment advisers / $500 million to $1 billion in AUM / Illinois

Investment advisers in Illinois with $500 million to $1 billion in AUM: 106 firms

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

106 SEC registered investment advisers in Illinois report between $500 million and $1 billion in regulatory assets under management, $76.1 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Huizenga Capital Management, LLC with $997 million.

The request: Every investment adviser in Illinois with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in IllinoisWatch new advisers in Illinois

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.

  • 106Advisers
  • 106SEC registered
  • $76.1 billionTotal AUM
  • 106Advisers over $100 million
  • 41Manage 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
Huizenga Capital Management, LLCOak Brook$996.7 million211320(630) 990-2100huizcap.comadviserinfo.sec.gov
Lantz Financial LLCNaperville$994.1 million3,25013Not listed(331) 204-6230adviserinfo.sec.gov
Kabouter Management, LLCChicago$992.5 million6154(312) 546-4260adviserinfo.sec.gov
Advisory Research IncChicago$991.3 million444142(312) 565-1414advisoryresearch.comadviserinfo.sec.gov
Merit Capital Partners Management, L.L.C.Chicago$991.1 million2192(312) 592-6111adviserinfo.sec.gov
Intertide PartnersChicago$971.4 million30132(312) 961-5048intertidepartners.comadviserinfo.sec.gov
Chicago Atlantic Advisers, LLCChicago$970.3 million9939(312) 625-9295adviserinfo.sec.gov
The Mosaic Financial Group, LLCChicago$948.7 million59627Not listed(312) 255-5490themosaicgroupllc.comadviserinfo.sec.gov
Roberts, Glore & Co.Deerfield$938.4 million1,1587Not listed(224) 330-6980adviserinfo.sec.gov
Cedar Street Asset Management LLCChicago$938.4 million8113(312) 796-3130cedarstreetam.comadviserinfo.sec.gov
Hartline Investment CorporationWinnetka$935.5 million4556Not listed(312) 726-5703hartlineinv.comadviserinfo.sec.gov
Financial Solutions Advisory GroupChicago$935 million36010Not listed(773) 714-1540fsadvisorygroup.comadviserinfo.sec.gov
Trifecta Capital Advisors, LLCNorthbrook$927.4 million5043Not listed(847) 495-2464adviserinfo.sec.gov
GLS Capital, LLCChicago$924.7 million9114(312) 900-0160adviserinfo.sec.gov
Alley CompanyLake Forest$907.2 million4869Not listed(847) 482-0938adviserinfo.sec.gov
Riverpoint Wealth ManagementChicago$906.2 million1,0606Not listed(312) 239-1330adviserinfo.sec.gov
Studio Investment ManagementChicago$903 million9619Not listed(312) 399-0828studioinvestment.comadviserinfo.sec.gov
Sawyer Falduto Asset Management, LLCElmhurst$896.5 million9616Not listed(630) 941-8560sawyerfalduto.comadviserinfo.sec.gov
Prairie CapitalChicago$869.9 million6226(312) 360-1133adviserinfo.sec.gov
KKM Financial LLCChicago$865.7 million2065Not listed(312) 448-7230kkmfinancial.comadviserinfo.sec.gov
Xa InvestmentsChicago$865.6 million315Not listed(312) 374-6930xainvestments.comadviserinfo.sec.gov
Greenrock Research, Inc.Chicago$863.9 million1,8806Not listed(312) 463-1301greenrockresearch.comadviserinfo.sec.gov
Ativo Capital Management, LLCChicago$862.7 million2181(312) 263-7600adviserinfo.sec.gov
Leelyn Smith, LLCGeneva$852.3 million1,65938Not listed(630) 232-8995adviserinfo.sec.gov
Riverglade CapitalChicago$846.9 million5125(312) 940-6700adviserinfo.sec.gov
Strategic Investment Solutions, Inc.Orland Park$830.2 million3,63114Not listed(708) 645-8820sisfp.comadviserinfo.sec.gov
Mps-Loria Financial Planners,LlcBurr Ridge$826.6 million1,6707Not listed(630) 887-4404mpsloria.comadviserinfo.sec.gov
Greyrock Capital GroupChicago$818.2 million4104(312) 849-0008greyrockcapitalgroup.comadviserinfo.sec.gov
Warberg Asset Management LLCWinnetka$805.9 million22105(847) 418-8305adviserinfo.sec.gov
Creekmur Asset Management, LLCMorton$800 million3,15236Not listed(309) 925-2043adviserinfo.sec.gov
Corgi Strategies, LLCChicago$799.3 million20618Not listed(855) 552-6744founderledfunds.comadviserinfo.sec.gov
Centric Wealth Management, LLCChicago$792.9 million1,59015Not listed(312) 429-6100faroadvisory.comadviserinfo.sec.gov
Carsonallaria Wealth Management, LTD.Glen Carbon$791.8 million1,8719Not listed(618) 288-9505adviserinfo.sec.gov
Pfingsten Partners, L.L.C.Chicago$787 million4204(312) 222-8707adviserinfo.sec.gov
Factor Wealth ManagementChicago$781 million8808Not listed(312) 644-5040adviserinfo.sec.gov
New Vernon Wealth Management LLCHighland Park$781 million4438Not listed(847) 926-5700newvernonwealth.comadviserinfo.sec.gov
Wisdom Financial Services, L.L.C.Geneseo$779.2 million3,98914Not listed(309) 944-1117wisdomfinancial.netadviserinfo.sec.gov
Intrinsic Edge Capital Management LLCChicago$771.8 million8164(312) 734-1094adviserinfo.sec.gov
Permanent Capital Management, LPChicago$768.9 million91103(773) 343-4697permcapital.comadviserinfo.sec.gov
Harvest Investment Services, LLCOakbrook Terrace$758.4 million3,42738Not listed(630) 613-9230adviserinfo.sec.gov
Klaas Financial Asset Advisors, LLC.Loves Park$758.1 million2,68715Not listed(815) 877-8440adviserinfo.sec.gov
Intentgen Financial PartnersNaperville$756.6 million1,84516Not listed(630) 821-6990intentgen.comadviserinfo.sec.gov
Moller Wealth PartnersNorthfield$755.9 million1,3537Not listed(847) 441-7575adviserinfo.sec.gov
Total Clarity Wealth Management, IncSt. Charles$755.4 million2,56926Not listed(630) 762-9352adviserinfo.sec.gov
Air Asset ManagementChicago$754.2 million141813(312) 625-8385adviserinfo.sec.gov
Ofs Clo Management, LLCChicago$743.9 million4474(847) 734-2000adviserinfo.sec.gov
Waystone Asset Management (USA) LLCChicago$742.6 million151(312) 724-9036waystone.comadviserinfo.sec.gov
Stenger Family Office, LLCNaperville$734.9 million2,28710Not listed(630) 912-8295adviserinfo.sec.gov
CL Wealth Management LLCSchaumburg$733.6 million2,16542Not listed(212) 388-6200leadingedgefinancialgroup.comadviserinfo.sec.gov
Walled Lake Planning & Wealth Management, LLCHighland Park$732.2 million2,1618Not listed(847) 616-2590wlpwm.comadviserinfo.sec.gov
Parkergale, LLCChicago$719.1 million3143(312) 698-6300adviserinfo.sec.gov
Taiber, Kosmala & Associates, LLCChicago$716.7 million1618Not listed(312) 300-4781taiberkosmala.comadviserinfo.sec.gov
Skinner, Copper & Ehmen Wealth Management, LLCSpringfield$705.7 million2,06310Not listed(217) 753-4020scewealth.comadviserinfo.sec.gov
1 Seed Partners LLCChicago$703.5 million131313(312) 847-05431seedpartners.comadviserinfo.sec.gov
Aberdeen Wealth Management LLCLake Bluff$699.1 million4184Not listed(312) 456-3315adviserinfo.sec.gov
Dream Capital Advisors, LLCLincolnshire$695.3 million842Not listed(847) 970-9090adviserinfo.sec.gov
Providence Wealth Advisors, LLCFrankfort$684.4 million1,38411Not listed(815) 306-2020adviserinfo.sec.gov
McNally Advisors, LLCChicago$680.9 million162115(312) 357-3710mcnallycapital.comadviserinfo.sec.gov
1st & Main Growth PartnersChicago$680.4 million3133(312) 855-62021standmain.coadviserinfo.sec.gov
Pinnacle Financial Group LLCWestern Springs$672.7 million1,2177Not listed(708) 246-6262mypinnaclefinancial.comadviserinfo.sec.gov
Adams Street Advisors, LLCChicago$672.1 million1318Not listed(312) 553-7890adamsstreetpartners.comadviserinfo.sec.gov
Periscope Equity LLCChicago$667 million8168(312) 281-6205periscopeequity.comadviserinfo.sec.gov
Logan StoneChicago$664.3 million1332(312) 858-1670loganstonecap.comadviserinfo.sec.gov
Bcu Wealth Advisors, LLCVernon Hills$653.6 million2,05117Not listed(847) 932-8007targetcu.orgadviserinfo.sec.gov
Rings Capital Management LLCChicago$653 million323(773) 654-3526framtidenholdings.comadviserinfo.sec.gov
Essex LLCDeer Park$649.3 million2,2949Not listed(847) 777-7800adviserinfo.sec.gov
Shankervalleau Wealth Advisors, Inc.Skokie$645.3 million6758Not listed(847) 475-2900shankervalleau.comadviserinfo.sec.gov
TSFG, LLCLake Forest$642.8 million1,7189Not listed(847) 735-7100adviserinfo.sec.gov
Mwa Financial Services, Inc.Rock Island$640 million3,724721Not listed(309) 558-3100adviserinfo.sec.gov
Hemsley Advisors, LTD.Chicago$638.1 million7455Not listed(847) 381-7314hemsleyadvisors.comadviserinfo.sec.gov
Rock Island CapitalOak Brook$636.6 million131013(630) 413-9136adviserinfo.sec.gov
DHJJ Financial AdvisorsNaperville$623.4 million1,41311Not listed(630) 420-1360dhjjfinancial.comadviserinfo.sec.gov
James T. Borello & Co.East Dundee$621.9 million7434Not listed(847) 426-0200jamestborello.comadviserinfo.sec.gov
Oak Family Advisors, LLCChicago$621 million8536Not listed(312) 373-7221ofallc.comadviserinfo.sec.gov
Red Arts Capital Management, LLCChicago$619.5 million3153(312) 678-4251adviserinfo.sec.gov
Innovative Capital Advisors, LLCChicago$619.5 million257Not listed(312) 263-6408icadv.comadviserinfo.sec.gov
Lago Asset ManagementChicago$604.9 million121512(773) 417-5246lagoinnovation.comadviserinfo.sec.gov
Sequoia Wealth Management, LLCBarrington$599.6 million2,89216Not listed(847) 310-5900adviserinfo.sec.gov
Avathon Capital Management LPChicago$598.6 million111011(312) 351-2301avathoncapital.comadviserinfo.sec.gov
Brookstone Asset Management, LLCWheaton$597.9 million85Not listed(630) 653-1400formulafoliofunds.comadviserinfo.sec.gov
Hedeker Wealth LLCLincolnshire$595.1 million7686Not listed(847) 913-5594adviserinfo.sec.gov
Capital Resource Management,Inc.Deerfield$593.2 million1244Not listed(847) 948-1700crminvest.comadviserinfo.sec.gov
Shorehill Capital LLCChicago$576.2 million2122(312) 876-7267adviserinfo.sec.gov
Bulletproof Capital, LLCChicago$575.8 million1682(847) 922-7460bulletproof-capital.comadviserinfo.sec.gov
North Shore Private Asset Management, LLCLake Forest$572.6 million4494Not listed(888) 375-4918adviserinfo.sec.gov
Tallwoods Partners, LLCChicago$569.4 million202Not listed(312) 283-3697tallwoods.comadviserinfo.sec.gov
Pondera Holdings LLCChicago$563.8 million858(312) 930-9050ponderaholdings.comadviserinfo.sec.gov
Matrix Private Capital GroupChicago$561 million82784(312) 736-9572adviserinfo.sec.gov
Fountainhead Financial, LLCChicago$543.2 million1003Not listed(312) 222-9840fountainheadfinancial.usadviserinfo.sec.gov
River Street Advisors, LLCAurora$539.2 million1,08112Not listed(630) 906-5501oldsecond.comadviserinfo.sec.gov
Hendricks Wealth and Estate ManagementAlgonquin$536.1 million2,7347Not listed(847) 428-3997adviserinfo.sec.gov
Trigran Investments, Inc.Northbrook$533.2 million1492(847) 656-1640adviserinfo.sec.gov
CMT Asset Management LLCChicago$532.7 million142714(312) 930-9050adviserinfo.sec.gov
Xxi Wealth, LLCChicago$531.5 million3805Not listed(312) 300-2670xxiwealth.comadviserinfo.sec.gov
Rai WealthNaperville$530.8 million1,22012Not listed(630) 733-8434raiwealth.comadviserinfo.sec.gov
Santa Barbara ManagementChicago$530.2 million26718Not listed(734) 604-9891adviserinfo.sec.gov
Cura Wealth Advisors, LLCChicago$527.7 million7013Not listed(312) 608-8806curawealth.comadviserinfo.sec.gov
Graybill Wealth Management, LTD.Elmhurst$525.8 million6505Not listed(630) 941-9460graybillwealth.comadviserinfo.sec.gov
Mowery & Schoenfeld Wealth Management, LLCLincolnshire$524.4 million79910Not listed(847) 247-8959adviserinfo.sec.gov
5th Century PartnersChicago$521.2 million5145(312) 242-0071adviserinfo.sec.gov
CRG Fund Manager, LLCChicago$516.9 million535(312) 216-5624realcrg.comadviserinfo.sec.gov
Taiko Private WealthChicago$514.8 million583Not listed(312) 300-4781adviserinfo.sec.gov
Serenity Investment AdvisorsChicago$513.6 million1,1097Not listed(312) 734-1415serenitywm.comadviserinfo.sec.gov
Systima Capital ManagementChicago$512.6 million776(312) 481-7229systimacapital.comadviserinfo.sec.gov
LFL Advisers, LLCEvanston$506.8 million431(847) 868-8750adviserinfo.sec.gov
Transition Equity Partners, LLCChicago$501.8 million8108(773) 805-2463adviserinfo.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.