Data / Investment advisers / Serving charitable organizations / Illinois

Investment advisers in Illinois serving charitable organizations: 203 firms

Name: Investment advisers in Illinois serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

203 SEC registered investment advisers with a main office in Illinois report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $114 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Northern Trust Investments, Incorporated.

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.

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203Advisers
$114 billionAUM from this client type
201Advisers over $100 million
November 2, 2026File date

Advisers in Illinois serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Northern Trust Investments, Incorporated	Chicago	1,347	$38.86 billion	$1.25 trillion	adviserinfo.sec.gov
Wealthspire Institutional, LLC	Chicago	341	$17.47 billion	$97.54 billion	adviserinfo.sec.gov
Marquette Associates, Inc.	Chicago	143	$17.16 billion	$47.06 billion	adviserinfo.sec.gov
LSV Asset Management	Chicago	27	$7.96 billion	$104.25 billion	adviserinfo.sec.gov
Hightower Advisors, LLC	Chicago	357	$2.78 billion	$198.58 billion	adviserinfo.sec.gov
William Blair Investment Management, LLC	Chicago	68	$2.34 billion	$65.60 billion	adviserinfo.sec.gov
Cetera Investment Advisers LLC	Schaumburg	2,036	$1.93 billion	$256.81 billion	adviserinfo.sec.gov
CIBC Private Wealth Advisors, Inc.	Chicago	402	$1.86 billion	$67.84 billion	adviserinfo.sec.gov
William Blair & Company L.L.C.	Chicago	31	$1.77 billion	$64.28 billion	adviserinfo.sec.gov
Dolan McEniry Capital Management LLC	Chicago	26	$1.71 billion	$13.76 billion	adviserinfo.sec.gov
Harris \| Oakmark	Chicago	133	$1.67 billion	$109.48 billion	adviserinfo.sec.gov
Great Lakes Advisors, LLC	Chicago	135	$1.39 billion	$16.16 billion	adviserinfo.sec.gov
Segall Bryant & Hamill	Chicago	88	$1.34 billion	$22.64 billion	adviserinfo.sec.gov
Aon Investments USA Inc.	Chicago	8	$1.18 billion	$150.99 billion	adviserinfo.sec.gov
Altair Advisers, LLC	Chicago	85	$1.17 billion	$9.76 billion	adviserinfo.sec.gov
First Trust Advisors LP	Wheaton	52	$1.12 billion	$309.24 billion	adviserinfo.sec.gov
Aaron Wealth Advisors	Chicago	44	$978.3 million	$4.29 billion	adviserinfo.sec.gov
Ariel Investments, LLC	Chicago	24	$839.4 million	$12.78 billion	adviserinfo.sec.gov
L&G, Asset Management, America	Chicago	3	$820.9 million	$267.16 billion	adviserinfo.sec.gov
Taiber, Kosmala & Associates, LLC	Chicago	16	$716.7 million	$716.7 million	adviserinfo.sec.gov
Choreo, LLC	Rockford	36	$576.1 million	$19.14 billion	adviserinfo.sec.gov
Dorsey Asset Management	Chicago	5	$569.2 million	$1.45 billion	adviserinfo.sec.gov
Maren Capital	Chicago	5	$506.5 million	$2.08 billion	adviserinfo.sec.gov
Nuveen Asset Management, LLC	Chicago	119	$499.8 million	$280.48 billion	adviserinfo.sec.gov
Savant Wealth Management	Rockford	110	$476.9 million	$55.61 billion	adviserinfo.sec.gov
Cresset Asset Management, LLC	Chicago	17	$440.9 million	$78.94 billion	adviserinfo.sec.gov
David Vaughan Investments, LLC	Peoria	24	$348.1 million	$5.33 billion	adviserinfo.sec.gov
Driehaus Capital Management LLC	Chicago	7	$280.8 million	$26.12 billion	adviserinfo.sec.gov
Busey Capital Management, Inc.	Urbana	Fewer than 5	$256.6 million	$493.8 million	adviserinfo.sec.gov
Calamos Wealth Management LLC	Naperville	42	$244.1 million	$5.48 billion	adviserinfo.sec.gov
Hartline Investment Corporation	Winnetka	17	$225.7 million	$935.5 million	adviserinfo.sec.gov
Brownson, Rehmus & Foxworth, Inc.	Chicago	Fewer than 5	$221.8 million	$4.79 billion	adviserinfo.sec.gov
Chicago Partners Investment Group LLC	Chicago	20	$200.5 million	$7.47 billion	adviserinfo.sec.gov
Curi Capital, LLC	Chicago	38	$200.2 million	$11.58 billion	adviserinfo.sec.gov
Channing Capital Management, LLC	Chicago	13	$193.6 million	$4.25 billion	adviserinfo.sec.gov
Mediqus Asset Advisors, Inc.	Chicago	67	$176.1 million	$1.46 billion	adviserinfo.sec.gov
Crescent Grove Advisors	Lake Forest	19	$176.1 million	$5.50 billion	adviserinfo.sec.gov
Performance Wealth	Hinsdale	Fewer than 5	$162.2 million	$4.09 billion	adviserinfo.sec.gov
Allstate Investment Management Company	Chicago	2	$148.4 million	$26.46 billion	adviserinfo.sec.gov
Security Capital Research & Management Incorporated	Chicago	3	$133.8 million	$3.30 billion	adviserinfo.sec.gov
Gate City Capital Management, LLC	Chicago	Fewer than 5	$130 million	$253.6 million	adviserinfo.sec.gov
Advisory Research Inc	Chicago	14	$127.6 million	$991.3 million	adviserinfo.sec.gov
Tallwoods Partners, LLC	Chicago	Fewer than 5	$109.6 million	$569.4 million	adviserinfo.sec.gov
Port Capital LLC	Chicago	16	$98.1 million	$2.85 billion	adviserinfo.sec.gov
Cypress Wealth Management	Oakbrook Terrace	5	$94.7 million	$282.7 million	adviserinfo.sec.gov
Alera Investment Advisors, LLC	Deerfield	5	$92.1 million	$5.29 billion	adviserinfo.sec.gov
Hunter Capital Management	Lombard	19	$90.8 million	$1.09 billion	adviserinfo.sec.gov
50 South Capital Advisors, LLC	Chicago	2	$86.5 million	$16.07 billion	adviserinfo.sec.gov
Gem Realty Capital	Chicago	1	$76.3 million	$6.28 billion	adviserinfo.sec.gov
Calamos Advisors LLC	Naperville	24	$75.9 million	$43.89 billion	adviserinfo.sec.gov
Heard Capital LLC	Chicago	Fewer than 5	$72.3 million	$2.40 billion	adviserinfo.sec.gov
Cozad Asset Management Inc	Champaign	29	$69.7 million	$2.62 billion	adviserinfo.sec.gov
Tilden Loucks & Woodnorth LLC	Elmhurst	1	$64.1 million	$173.3 million	adviserinfo.sec.gov
Mesirow Financial Investment Management, Inc.	Chicago	10	$62.7 million	$50.44 billion	adviserinfo.sec.gov
Cedar Street Asset Management LLC	Chicago	Fewer than 5	$62.2 million	$938.4 million	adviserinfo.sec.gov
Sikich Financial	Springfield	26	$59.1 million	$1.18 billion	adviserinfo.sec.gov
Prairie Rivers Investments, LLC	Robinson	13	$53.5 million	$249.3 million	adviserinfo.sec.gov
Romano Wealth Management	Evanston	16	$50.7 million	$1.54 billion	adviserinfo.sec.gov
Clearwater Capital Partners	Hoffman Estates	27	$50 million	$1.68 billion	adviserinfo.sec.gov
Duff & Phelps Investment Management Co.	Chicago	3	$47.5 million	$12.75 billion	adviserinfo.sec.gov
Oak Family Advisors, LLC	Chicago	1	$46 million	$621 million	adviserinfo.sec.gov
Ptma Investment Advisors	Naperville	8	$38.2 million	$30.59 billion	adviserinfo.sec.gov
Oberweis Asset Management Inc	Lisle	Fewer than 5	$33.3 million	$5.06 billion	adviserinfo.sec.gov
Rothschild Investment	Chicago	14	$33.2 million	$2.79 billion	adviserinfo.sec.gov
Sterling Wealth Management, Inc.	Champaign	3	$32.9 million	$494.6 million	adviserinfo.sec.gov
Geowealth Management LLC	Chicago	33	$32.2 million	$17.57 billion	adviserinfo.sec.gov
Kuhn & Company Investment Counsel, LLC	Chicago	Fewer than 5	$31.3 million	$182.7 million	adviserinfo.sec.gov
Capital Resource Management,Inc.	Deerfield	3	$31.2 million	$593.2 million	adviserinfo.sec.gov
Highpoint Planning Partners	Downers Grove	25	$31 million	$4.78 billion	adviserinfo.sec.gov
Spiderrock Advisors, LLC	Chicago	9	$28.9 million	$9.83 billion	adviserinfo.sec.gov
Zacks Investment Management, Inc.	Chicago	2	$28.5 million	$14.59 billion	adviserinfo.sec.gov
Bruce & Co Inc	Chicago	1	$27.8 million	$379.5 million	adviserinfo.sec.gov
Arlington Wealth Management	Arlington Heights	2	$25.7 million	$235.9 million	adviserinfo.sec.gov
Chicago Capital, LLC	Chicago	14	$25.1 million	$4.82 billion	adviserinfo.sec.gov
Roberts, Glore & Co.	Deerfield	6	$24.9 million	$938.4 million	adviserinfo.sec.gov
Bos Asset Management, LLC	Springfield	5	$24.8 million	$1.03 billion	adviserinfo.sec.gov
McDonnell Capital Management	Frankfort	16	$23.9 million	$166.7 million	adviserinfo.sec.gov
Rai Wealth	Naperville	15	$23.2 million	$530.8 million	adviserinfo.sec.gov
Skinner, Copper & Ehmen Wealth Management, LLC	Springfield	9	$23.2 million	$705.7 million	adviserinfo.sec.gov
Chesley, Taft & Associates, LLC	Chicago	7	$22.5 million	$3.01 billion	adviserinfo.sec.gov
Iht Wealth Management LLC	Chicago	93	$22.2 million	$9.80 billion	adviserinfo.sec.gov
Archford Capital Strategies, LLC	Swansea	6	$21.4 million	$1.49 billion	adviserinfo.sec.gov
Rothschild Wealth LLC	Oakbrook	22	$20.5 million	$1.70 billion	adviserinfo.sec.gov
North Star Investment Management Corporation	Chicago	22	$20.5 million	$2.50 billion	adviserinfo.sec.gov
Alley Company	Lake Forest	3	$19.9 million	$907.2 million	adviserinfo.sec.gov
Feldman, Ingardona & Co	Downers Grove	Fewer than 5	$19 million	$1.99 billion	adviserinfo.sec.gov
Studio Investment Management	Chicago	5	$18.4 million	$903 million	adviserinfo.sec.gov
Quad City Investment Center	Moline	25	$17.7 million	$408 million	adviserinfo.sec.gov
Brentview Investment Management, LLC	Rosemont	9	$17.6 million	$265.7 million	adviserinfo.sec.gov
Bulletproof Capital, LLC	Chicago	Fewer than 5	$16.7 million	$575.8 million	adviserinfo.sec.gov
Dearborn Partners L.L.C.	Chicago	2	$16.5 million	$2.74 billion	adviserinfo.sec.gov
Vistamark Investments	Hinsdale	1	$16.4 million	$456 million	adviserinfo.sec.gov
Pekin Hardy Strauss, Inc.	Chicago	4	$16 million	$1.55 billion	adviserinfo.sec.gov
Bantamac Capital, LLC	Chicago	Fewer than 5	$15.8 million	$224.7 million	adviserinfo.sec.gov
Zuckerman Investment Group	Chicago	Fewer than 5	$15.7 million	$2.17 billion	adviserinfo.sec.gov
Unique Wealth Strategies	Burr Ridge	14	$15.5 million	$381.5 million	adviserinfo.sec.gov
Ergawealth Advisors, Inc.	Oak Brook	Fewer than 5	$13.1 million	$341.5 million	adviserinfo.sec.gov
Forum Financial Management, LP	Lombard	9	$12.6 million	$8.69 billion	adviserinfo.sec.gov
Keebeck Wealth Management	Chicago	1	$12.3 million	$2.03 billion	adviserinfo.sec.gov
Lucas Group Financial Advisors, LLC	Freeport	7	$12 million	$337.7 million	adviserinfo.sec.gov
Signet Private Wealth, LLC	Chicago	1	$11.2 million	$189.7 million	adviserinfo.sec.gov
Benchmark Investment Advisors LLC	Chicago	2	$11 million	$329.2 million	adviserinfo.sec.gov
Providence Wealth Advisors, LLC	Frankfort	8	$10.8 million	$684.4 million	adviserinfo.sec.gov
Uhlmann Investment Management, L.L.C.	Skokie	Fewer than 5	$10.7 million	$273.2 million	adviserinfo.sec.gov
Northern Trust Securities, Inc	Chicago	11	$10 million	$1.66 billion	adviserinfo.sec.gov
Monere Wealth Management, Inc.	Schaumburg	5	$10 million	$312 million	adviserinfo.sec.gov
Mwa Financial Services, Inc.	Rock Island	17	$9.7 million	$640 million	adviserinfo.sec.gov
The Mosaic Financial Group, LLC	Chicago	2	$9.1 million	$948.7 million	adviserinfo.sec.gov
Fourstar Wealth Advisors, LLC	Chicago	4	$8.7 million	$1.42 billion	adviserinfo.sec.gov
Highview Capital Management, LLC	Buffalo Grove	Fewer than 5	$8.6 million	$416.3 million	adviserinfo.sec.gov
Vermillion Financial Advisors, Inc.	South Barrington	3	$8.1 million	$386.7 million	adviserinfo.sec.gov
Shankervalleau Wealth Advisors, Inc.	Skokie	4	$7.9 million	$645.3 million	adviserinfo.sec.gov
Gresham Partners, LLC	Chicago	Fewer than 5	$7.5 million	$13.80 billion	adviserinfo.sec.gov
Graybill Wealth Management, LTD.	Elmhurst	Fewer than 5	$7.3 million	$525.8 million	adviserinfo.sec.gov
McLaughlin Asset Management, Inc.	Danville	Fewer than 5	$6.9 million	$176.1 million	adviserinfo.sec.gov
Fort Sheridan Advisors LLC	Highland Park	Fewer than 5	$6.9 million	$1.03 billion	adviserinfo.sec.gov
Sawyer Falduto Asset Management, LLC	Elmhurst	7	$6.2 million	$896.5 million	adviserinfo.sec.gov
Vestor Capital, LLC	Chicago	5	$5.9 million	$2.28 billion	adviserinfo.sec.gov
Permanent Capital Management, LP	Chicago	Fewer than 5	$5.4 million	$768.9 million	adviserinfo.sec.gov
Essex LLC	Deer Park	1	$5.4 million	$649.3 million	adviserinfo.sec.gov
Johnston Investment Counsel, LTD.	Peoria	2	$5.3 million	$125 million	adviserinfo.sec.gov
Grizzlyrock Capital, LLC	Chicago	1	$5.1 million	$192.7 million	adviserinfo.sec.gov
JMG Financial Group LTD	Downers Grove	2	$4.9 million	$7.50 billion	adviserinfo.sec.gov
Lake Street	Chicago	Fewer than 5	$4.7 million	$1.16 billion	adviserinfo.sec.gov
ARK Advisors LLC	Bloomington	1	$4.6 million	$195.6 million	adviserinfo.sec.gov
Arete Wealth Advisors, LLC	Chicago	12	$4.5 million	$2.75 billion	adviserinfo.sec.gov
Versatile Capital Management L.L.C.	Chicago	5	$4.4 million	$130.1 million	adviserinfo.sec.gov
Pacesetter Financial Group, L.L.C.	Lincoln	4	$4.4 million	$170.5 million	adviserinfo.sec.gov
Mpi Wealth Management LLC	Hinsdale	5	$4.3 million	$233.6 million	adviserinfo.sec.gov
Cambridge Capital Management, LLC	O'Fallon	3	$4.1 million	$457.8 million	adviserinfo.sec.gov
Tenet Wealth Partners, LLC	Champaign	19	$4.1 million	$246.9 million	adviserinfo.sec.gov
Intentgen Financial Partners	Naperville	1	$4 million	$756.6 million	adviserinfo.sec.gov
Evergreen Wealth	Springfield	6	$3.8 million	$1.18 billion	adviserinfo.sec.gov
Cohen Capital	Chicago	2	$3.7 million	$1.10 billion	adviserinfo.sec.gov
Main Street Investment Advisors, LLC	Northbrook	2	$3.7 million	$250.3 million	adviserinfo.sec.gov
Alerce Investment Management, L.P.	Chicago	Fewer than 5	$3.7 million	$226.9 million	adviserinfo.sec.gov
E. a. Horwitz LLC	Deerfield	7	$3.6 million	$272.6 million	adviserinfo.sec.gov
Hemsley Advisors, LTD.	Chicago	Fewer than 5	$3.5 million	$638.1 million	adviserinfo.sec.gov
Barrett Wealth Connection LLC	Spring Grove	2	$3.2 million	$148 million	adviserinfo.sec.gov
Capstone Financial Advisors Inc	Downers Grove	Fewer than 5	$3.2 million	$2.87 billion	adviserinfo.sec.gov
Centric Wealth Management, LLC	Chicago	2	$3.2 million	$792.9 million	adviserinfo.sec.gov
Orchard Capital Management, LLC	Chicago	Fewer than 5	$3.1 million	$111.8 million	adviserinfo.sec.gov
Arthur M. Cohen & Associates LLC	Northbrook	2	$2.7 million	$1.11 billion	adviserinfo.sec.gov
Burling Wealth Partners	Chicago	1	$2.5 million	$1.00 billion	adviserinfo.sec.gov
Clement Street Capital LLC	Downers Grove	Fewer than 5	$2.5 million	$141 million	adviserinfo.sec.gov
Pathfinder Advisory, Inc.	Rockford	Fewer than 5	$2.3 million	$121.4 million	adviserinfo.sec.gov
Ipi Wealth Management, Inc.	Decatur	28	$2.3 million	$2.66 billion	adviserinfo.sec.gov
Ruedi Wealth Management, Inc.	Champaign	2	$2.2 million	$498 million	adviserinfo.sec.gov
Horizon Wealth Management	LA Grange	Fewer than 5	$2.1 million	$1.08 billion	adviserinfo.sec.gov
Midway Capital Research & Management LLC	Chicago	Fewer than 5	$2 million	$110.4 million	adviserinfo.sec.gov
Lasalle St. Investment Advisors, L.L.C.	Elmhurst	5	$1.9 million	$5.74 billion	adviserinfo.sec.gov
Oak Wealth Advisors LLC	Northbrook	4	$1.8 million	$373.7 million	adviserinfo.sec.gov
Leelyn Smith, LLC	Geneva	Fewer than 5	$1.7 million	$852.3 million	adviserinfo.sec.gov
The Planning Group	Northfield	1	$1.7 million	$291.5 million	adviserinfo.sec.gov
The Mather Group, LLC	Chicago	Fewer than 5	$1.7 million	$13.45 billion	adviserinfo.sec.gov
Guardian Wealth Management Inc.	Peoria	24	$1.7 million	$289.1 million	adviserinfo.sec.gov
Lifepoint Planning	Schaumburg	Fewer than 5	$1.7 million	$168.5 million	adviserinfo.sec.gov
Chicago Oakbrook Financial Group	Oak Brook	Fewer than 5	$1.6 million	$1.21 billion	adviserinfo.sec.gov
Clark Wealth Partners, LLC	O'Fallon	19	$1.5 million	$259.9 million	adviserinfo.sec.gov
Rooted Wealth Advisors	Bourbonnais	16	$1.4 million	$408.8 million	adviserinfo.sec.gov
Wavvest Wealth	Chicago	1	$1.3 million	$339.9 million	adviserinfo.sec.gov
TSFG, LLC	Lake Forest	2	$1.3 million	$642.8 million	adviserinfo.sec.gov
Trifecta Capital Advisors, LLC	Northbrook	2	$1.3 million	$927.4 million	adviserinfo.sec.gov
Financial Elements, Inc	Rolling Meadows	2	$1.3 million	$192.6 million	adviserinfo.sec.gov
Bates Financial Advisors, Inc.	Rockford	2	$1.2 million	$439.2 million	adviserinfo.sec.gov
Fountainhead Financial, LLC	Chicago	1	$1.2 million	$543.2 million	adviserinfo.sec.gov
Lakewood Asset Management, LLC	Naperville	1	$1.2 million	$248.7 million	adviserinfo.sec.gov
American Community Wealth Management, LLC	Crystal Lake	4	$1.1 million	$195.4 million	adviserinfo.sec.gov
Pinnacle Financial Group LLC	Western Springs	1	$1.1 million	$672.7 million	adviserinfo.sec.gov
Blue Haven Capital, LLC	Geneva	1	$1.1 million	$121.5 million	adviserinfo.sec.gov
Woodfield Financial Advisors, Inc.	Deer Park	Fewer than 5	$1.1 million	$230.1 million	adviserinfo.sec.gov
Mowery & Schoenfeld Wealth Management, LLC	Lincolnshire	Fewer than 5	$801,788	$524.4 million	adviserinfo.sec.gov
Parkside Investments, LLC	Deerfield	Fewer than 5	$774,760	$1.44 billion	adviserinfo.sec.gov
Carsonallaria Wealth Management, LTD.	Glen Carbon	1	$773,454	$791.8 million	adviserinfo.sec.gov
Keb Wealth Advisors	Springfield	2	$772,959	$1.27 billion	adviserinfo.sec.gov
Western Pacific Wealth Management, LP	Lake Forest	1	$758,006	$205.5 million	adviserinfo.sec.gov
Nadler Financial Group, Inc.	Deerfield	Fewer than 5	$731,264	$2.18 billion	adviserinfo.sec.gov
Copperwood Financial	Burr Ridge	Fewer than 5	$730,000	$119.6 million	adviserinfo.sec.gov
Hedeker Wealth LLC	Lincolnshire	6	$692,203	$595.1 million	adviserinfo.sec.gov
Mendel Money Management Inc	Northbrook	Fewer than 5	$500,732	$317.1 million	adviserinfo.sec.gov
River Street Advisors, LLC	Aurora	3	$455,408	$539.2 million	adviserinfo.sec.gov
Coyle	Glenview	1	$443,898	$1.05 billion	adviserinfo.sec.gov
Aza Capital Management	Chicago	Fewer than 5	$423,764	$339.6 million	adviserinfo.sec.gov
Financial Design Studio, Inc.	Deer Park	Fewer than 5	$400,000	$105.5 million	adviserinfo.sec.gov
McBeath Financial Group	Normal	1	$358,010	$287 million	adviserinfo.sec.gov
Vertis Wealth, LLC	Chicago	2	$351,428	$140.7 million	adviserinfo.sec.gov
Meredith Wealth Planning	Maryville	Fewer than 5	$337,554	$478.7 million	adviserinfo.sec.gov
Wall Street Financial Group, Inc.	Carlinville	Fewer than 5	$327,824	$187.7 million	adviserinfo.sec.gov
Chicago Wealth Management, Inc.	Chicago	Fewer than 5	$314,971	$365.7 million	adviserinfo.sec.gov
Mirretti Perryman Wealth Strategies, LLC	Skokie	1	$262,275	$178.9 million	adviserinfo.sec.gov
Hinsdale Associates	Hinsdale	2	$241,264	$120.1 million	adviserinfo.sec.gov
Leslie Global Wealth, LLC	Itasca	1	$223,254	$446.8 million	adviserinfo.sec.gov
Steward Advisors, LLC	Chicago	4	$148,251	$160.7 million	adviserinfo.sec.gov
Benchmark Capital Group LTD.	Galena	Fewer than 5	$134,628	$173.6 million	adviserinfo.sec.gov
Total Clarity Wealth Management, Inc	St. Charles	1	$116,000	$755.4 million	adviserinfo.sec.gov
Powers Advisory Group, LLC	Highland	3	$108,766	$329.5 million	adviserinfo.sec.gov
Klaas Financial Asset Advisors, LLC.	Loves Park	Fewer than 5	$100,000	$758.1 million	adviserinfo.sec.gov
Savant Investment Advisers, Inc.	Homewood	Fewer than 5	$87,055	$162.5 million	adviserinfo.sec.gov
Stone Island Financial Planning	Naperville	1	$322	$134 million	adviserinfo.sec.gov
Vertex Partners	Downers Grove	1	$26	$1.01 billion	adviserinfo.sec.gov
Directional Asset Management, LLC	Arlington Heights	1	Not listed	$136.9 million	adviserinfo.sec.gov
Investment Consulting Services, LLC	Lombard	1	Not listed	Not listed	adviserinfo.sec.gov
Strategic Capital Investment Advisors Inc	Lombard	1	Not listed	Not listed	adviserinfo.sec.gov

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