Data / Investment advisers / Serving corporations and other businesses / Illinois

Investment advisers in Illinois serving corporations and other businesses: 215 firms

Name: Investment advisers in Illinois serving corporations and other businesses: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

215 SEC registered investment advisers with a main office in Illinois report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $268 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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215Advisers
$268 billionAUM from this client type
211Advisers over $100 million
November 2, 2026File date

Advisers in Illinois serving corporations and other businesses

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	3,627	$111.90 billion	$1.25 trillion	adviserinfo.sec.gov
Invesco Capital Management LLC	Downers Grove	28	$35.31 billion	$941.02 billion	adviserinfo.sec.gov
CIBC Private Wealth Advisors, Inc.	Chicago	427	$17.93 billion	$67.84 billion	adviserinfo.sec.gov
Hightower Advisors, LLC	Chicago	640	$15.79 billion	$198.58 billion	adviserinfo.sec.gov
Nuveen Asset Management, LLC	Chicago	2,029	$10.49 billion	$280.48 billion	adviserinfo.sec.gov
LSV Asset Management	Chicago	46	$9.37 billion	$104.25 billion	adviserinfo.sec.gov
Allstate Investment Management Company	Chicago	60	$8.81 billion	$26.46 billion	adviserinfo.sec.gov
William Blair & Company L.L.C.	Chicago	1,333	$8.06 billion	$64.28 billion	adviserinfo.sec.gov
Cetera Investment Advisers LLC	Schaumburg	3,884	$5.94 billion	$256.81 billion	adviserinfo.sec.gov
Oasis Investment Strategies LLC	Chicago	3	$5.71 billion	$5.73 billion	adviserinfo.sec.gov
L&G, Asset Management, America	Chicago	6	$4.80 billion	$267.16 billion	adviserinfo.sec.gov
Gallagher Fiduciary Advisors, LLC	Rolling Meadows	11	$4.09 billion	$194.82 billion	adviserinfo.sec.gov
Harris \| Oakmark	Chicago	203	$2.41 billion	$109.48 billion	adviserinfo.sec.gov
Cfi Partners	Chicago	Fewer than 5	$2.07 billion	$26.31 billion	adviserinfo.sec.gov
BMO Asset Management Corp.	Chicago	Fewer than 5	$1.66 billion	$6.18 billion	adviserinfo.sec.gov
Segall Bryant & Hamill	Chicago	67	$1.53 billion	$22.64 billion	adviserinfo.sec.gov
Pivot Capital Partners LLC	Chicago	Fewer than 5	$1.40 billion	$1.40 billion	adviserinfo.sec.gov
Spiderrock Advisors, LLC	Chicago	165	$1.38 billion	$9.83 billion	adviserinfo.sec.gov
Ptma Investment Advisors	Naperville	3	$1.20 billion	$30.59 billion	adviserinfo.sec.gov
Driehaus Capital Management LLC	Chicago	22	$1.18 billion	$26.12 billion	adviserinfo.sec.gov
Duff & Phelps Investment Management Co.	Chicago	9	$916.5 million	$12.75 billion	adviserinfo.sec.gov
Great Lakes Advisors, LLC	Chicago	57	$834.3 million	$16.16 billion	adviserinfo.sec.gov
Security Capital Research & Management Incorporated	Chicago	6	$784.5 million	$3.30 billion	adviserinfo.sec.gov
Performance Wealth	Hinsdale	28	$718.5 million	$4.09 billion	adviserinfo.sec.gov
Savant Wealth Management	Rockford	128	$599.6 million	$55.61 billion	adviserinfo.sec.gov
Cresset Asset Management, LLC	Chicago	3	$595.5 million	$78.94 billion	adviserinfo.sec.gov
First Trust Advisors LP	Wheaton	118	$594 million	$309.24 billion	adviserinfo.sec.gov
Calamos Advisors LLC	Naperville	70	$554.9 million	$43.89 billion	adviserinfo.sec.gov
Permanent Capital Management, LP	Chicago	Fewer than 5	$525.5 million	$768.9 million	adviserinfo.sec.gov
Bos Asset Management, LLC	Springfield	45	$488.6 million	$1.03 billion	adviserinfo.sec.gov
Altair Advisers, LLC	Chicago	34	$472.2 million	$9.76 billion	adviserinfo.sec.gov
Ariel Investments, LLC	Chicago	5	$406.5 million	$12.78 billion	adviserinfo.sec.gov
Geowealth Management LLC	Chicago	275	$389.6 million	$17.57 billion	adviserinfo.sec.gov
Monroe Capital Management Advisors LLC	Chicago	2	$358.1 million	$18.56 billion	adviserinfo.sec.gov
Port Capital LLC	Chicago	22	$341 million	$2.85 billion	adviserinfo.sec.gov
Curi Capital, LLC	Chicago	18	$340.3 million	$11.58 billion	adviserinfo.sec.gov
Calamos Wealth Management LLC	Naperville	91	$315.8 million	$5.48 billion	adviserinfo.sec.gov
Forum Financial Management, LP	Lombard	76	$306.9 million	$8.69 billion	adviserinfo.sec.gov
Precise Investment Management, Inc.	Highland Park	46	$288.6 million	$349.2 million	adviserinfo.sec.gov
Access Financial Group, Inc.	Chicago	306	$288.3 million	$302.3 million	adviserinfo.sec.gov
Oberweis Asset Management Inc	Lisle	12	$278.3 million	$5.06 billion	adviserinfo.sec.gov
Channing Capital Management, LLC	Chicago	6	$255.5 million	$4.25 billion	adviserinfo.sec.gov
William Blair Investment Management, LLC	Chicago	10	$209.5 million	$65.60 billion	adviserinfo.sec.gov
Advisory Research Inc	Chicago	18	$203.4 million	$991.3 million	adviserinfo.sec.gov
Mediqus Asset Advisors, Inc.	Chicago	38	$203.3 million	$1.46 billion	adviserinfo.sec.gov
Choreo, LLC	Rockford	43	$195.4 million	$19.14 billion	adviserinfo.sec.gov
Evergreen Wealth	Springfield	42	$184.8 million	$1.18 billion	adviserinfo.sec.gov
Arete Wealth Advisors, LLC	Chicago	116	$173.2 million	$2.75 billion	adviserinfo.sec.gov
AAM	Chicago	1	$171.1 million	$27.49 billion	adviserinfo.sec.gov
Core Capital Management, LLC	Chicago	1	$167.5 million	$216.2 million	adviserinfo.sec.gov
Chicago Partners Investment Group LLC	Chicago	Fewer than 5	$159.5 million	$7.47 billion	adviserinfo.sec.gov
Feldman, Ingardona & Co	Downers Grove	5	$149.7 million	$1.99 billion	adviserinfo.sec.gov
Dolan McEniry Capital Management LLC	Chicago	14	$144.2 million	$13.76 billion	adviserinfo.sec.gov
Chicago Capital, LLC	Chicago	6	$142 million	$4.82 billion	adviserinfo.sec.gov
Silva Capital Management LLC	Chicago	2	$134.7 million	$169.4 million	adviserinfo.sec.gov
Wealthspire Institutional, LLC	Chicago	4	$133.4 million	$97.54 billion	adviserinfo.sec.gov
LFL Advisers, LLC	Evanston	2	$131.9 million	$506.8 million	adviserinfo.sec.gov
Zacks Investment Management, Inc.	Chicago	79	$130.2 million	$14.59 billion	adviserinfo.sec.gov
Nadler Financial Group, Inc.	Deerfield	28	$129.8 million	$2.18 billion	adviserinfo.sec.gov
Heitman Real Estate Securities LLC	Chicago	7	$126.9 million	$1.82 billion	adviserinfo.sec.gov
Iht Wealth Management LLC	Chicago	112	$117.5 million	$9.80 billion	adviserinfo.sec.gov
Investbev	Chicago	1	$105.2 million	$290.9 million	adviserinfo.sec.gov
Mesirow Financial Investment Management, Inc.	Chicago	11	$103.2 million	$50.44 billion	adviserinfo.sec.gov
Hunter Capital Management	Lombard	20	$102 million	$1.09 billion	adviserinfo.sec.gov
Adams Street Partners, LLC	Chicago	Fewer than 5	$96.4 million	$66.49 billion	adviserinfo.sec.gov
Rothschild Investment	Chicago	18	$96.1 million	$2.79 billion	adviserinfo.sec.gov
Midwestern Securities Trading Co.,Llc	East Peoria	138	$93.5 million	$1.98 billion	adviserinfo.sec.gov
Crescent Grove Advisors	Lake Forest	5	$91.3 million	$5.50 billion	adviserinfo.sec.gov
Busey Capital Management, Inc.	Urbana	Fewer than 5	$90.4 million	$493.8 million	adviserinfo.sec.gov
Brookstone Capital Management LLC	Wheaton	35	$87.5 million	$12.75 billion	adviserinfo.sec.gov
Alera Investment Advisors, LLC	Deerfield	13	$83.1 million	$5.29 billion	adviserinfo.sec.gov
Warberg Asset Management LLC	Winnetka	4	$80.6 million	$805.9 million	adviserinfo.sec.gov
Victory Park Capital	Chicago	5	$79.4 million	$3.65 billion	adviserinfo.sec.gov
Rothschild Wealth LLC	Oakbrook	53	$78.7 million	$1.70 billion	adviserinfo.sec.gov
Matrix Private Capital Group	Chicago	10	$78.6 million	$561 million	adviserinfo.sec.gov
Chesley, Taft & Associates, LLC	Chicago	6	$75.4 million	$3.01 billion	adviserinfo.sec.gov
Brownson, Rehmus & Foxworth, Inc.	Chicago	Fewer than 5	$74.4 million	$4.79 billion	adviserinfo.sec.gov
50 South Capital Advisors, LLC	Chicago	1	$72.2 million	$16.07 billion	adviserinfo.sec.gov
Vestor Capital, LLC	Chicago	24	$69.2 million	$2.28 billion	adviserinfo.sec.gov
Ipi Wealth Management, Inc.	Decatur	43	$68.2 million	$2.66 billion	adviserinfo.sec.gov
Archford Capital Strategies, LLC	Swansea	13	$67.4 million	$1.49 billion	adviserinfo.sec.gov
Oak Ridge Investments, LLC	Chicago	41	$65.7 million	$1.70 billion	adviserinfo.sec.gov
Urban Financial Advisory Corporation	Chicago	5	$62.8 million	$1.49 billion	adviserinfo.sec.gov
Lasalle St. Investment Advisors, L.L.C.	Elmhurst	99	$61.7 million	$5.74 billion	adviserinfo.sec.gov
Benchmark Investment Advisors LLC	Chicago	2	$58 million	$329.2 million	adviserinfo.sec.gov
Clearwater Capital Partners	Hoffman Estates	29	$57.7 million	$1.68 billion	adviserinfo.sec.gov
Orchard Capital Management, LLC	Chicago	Fewer than 5	$54.5 million	$111.8 million	adviserinfo.sec.gov
Blue Owl Real Estate Capital LLC	Chicago	1	$50 million	$67.88 billion	adviserinfo.sec.gov
SG Capital Management LLC	Chicago	Fewer than 5	$49.2 million	$1.38 billion	adviserinfo.sec.gov
Cozad Asset Management Inc	Champaign	21	$49.1 million	$2.62 billion	adviserinfo.sec.gov
Marquette Associates, Inc.	Chicago	2	$48.2 million	$47.06 billion	adviserinfo.sec.gov
Guardian Wealth Management Inc.	Peoria	15	$46.4 million	$289.1 million	adviserinfo.sec.gov
David Vaughan Investments, LLC	Peoria	12	$45.8 million	$5.33 billion	adviserinfo.sec.gov
Highpoint Planning Partners	Downers Grove	46	$44 million	$4.78 billion	adviserinfo.sec.gov
Alley Company	Lake Forest	6	$42.7 million	$907.2 million	adviserinfo.sec.gov
Financial Solutions Advisory Group	Chicago	10	$35 million	$935 million	adviserinfo.sec.gov
Heitman Capital Management LLC	Chicago	3	$34.8 million	$6.09 billion	adviserinfo.sec.gov
North Shore Private Asset Management, LLC	Lake Forest	1	$33.4 million	$572.6 million	adviserinfo.sec.gov
PPM America Inc	Chicago	1	$32.2 million	$93.79 billion	adviserinfo.sec.gov
Embree Financial Group	Chicago	12	$30.5 million	$2.64 billion	adviserinfo.sec.gov
Pekin Hardy Strauss, Inc.	Chicago	8	$30.4 million	$1.55 billion	adviserinfo.sec.gov
Centric Wealth Management, LLC	Chicago	6	$30.3 million	$792.9 million	adviserinfo.sec.gov
Aaron Wealth Advisors	Chicago	3	$29.7 million	$4.29 billion	adviserinfo.sec.gov
Providence Wealth Advisors, LLC	Frankfort	28	$28 million	$684.4 million	adviserinfo.sec.gov
Regal Advisory Services, Inc.	Glenview	5	$26.2 million	$121.4 million	adviserinfo.sec.gov
River Street Advisors, LLC	Aurora	12	$25.9 million	$539.2 million	adviserinfo.sec.gov
Blue Line Capital	Chicago	4	$24.8 million	$131.9 million	adviserinfo.sec.gov
Midway Capital Research & Management LLC	Chicago	Fewer than 5	$24.4 million	$110.4 million	adviserinfo.sec.gov
Keb Wealth Advisors	Springfield	11	$23.2 million	$1.27 billion	adviserinfo.sec.gov
Fort Sheridan Advisors LLC	Highland Park	Fewer than 5	$20.7 million	$1.03 billion	adviserinfo.sec.gov
Romano Wealth Management	Evanston	6	$19.1 million	$1.54 billion	adviserinfo.sec.gov
Iron Financial LLC	Northbrook	13	$18.9 million	$489.2 million	adviserinfo.sec.gov
Mpi Wealth Management LLC	Hinsdale	6	$18.4 million	$233.6 million	adviserinfo.sec.gov
Sterling Wealth Management, Inc.	Champaign	3	$18 million	$494.6 million	adviserinfo.sec.gov
Meredith Wealth Planning	Maryville	Fewer than 5	$17.9 million	$478.7 million	adviserinfo.sec.gov
Keebeck Wealth Management	Chicago	1	$17.5 million	$2.03 billion	adviserinfo.sec.gov
Bernardi Asset Management, LLC	Northfield	2	$16.7 million	$331 million	adviserinfo.sec.gov
Tilden Loucks & Woodnorth LLC	Elmhurst	1	$16.2 million	$173.3 million	adviserinfo.sec.gov
Northern Trust Securities, Inc	Chicago	14	$15.9 million	$1.66 billion	adviserinfo.sec.gov
Quad City Investment Center	Moline	12	$15.8 million	$408 million	adviserinfo.sec.gov
Parkside Investments, LLC	Deerfield	Fewer than 5	$15.7 million	$1.44 billion	adviserinfo.sec.gov
Monere Wealth Management, Inc.	Schaumburg	10	$15 million	$312 million	adviserinfo.sec.gov
Horizon Wealth Management	LA Grange	9	$13.9 million	$1.08 billion	adviserinfo.sec.gov
MWS Capital Consultants LLC	Chicago	6	$10.7 million	$193.7 million	adviserinfo.sec.gov
Ruedi Wealth Management, Inc.	Champaign	2	$10.3 million	$498 million	adviserinfo.sec.gov
The Planning Center, Inc.	Moline	7	$9.5 million	$1.37 billion	adviserinfo.sec.gov
American Community Wealth Management, LLC	Crystal Lake	11	$9.5 million	$195.4 million	adviserinfo.sec.gov
JMG Financial Group LTD	Downers Grove	3	$9.3 million	$7.50 billion	adviserinfo.sec.gov
PT Asset Management, LLC	Chicago	Fewer than 5	$9.3 million	$11.35 billion	adviserinfo.sec.gov
Carter Financial Group, Inc.	Barrington	Fewer than 5	$8.9 million	$382.2 million	adviserinfo.sec.gov
Zuckerman Investment Group	Chicago	Fewer than 5	$8.7 million	$2.17 billion	adviserinfo.sec.gov
Strategic Portfolio Managers	Northfield	1	$8.1 million	$127.1 million	adviserinfo.sec.gov
Santa Barbara Management	Chicago	1	$8.1 million	$530.2 million	adviserinfo.sec.gov
Mwa Financial Services, Inc.	Rock Island	14	$7.3 million	$640 million	adviserinfo.sec.gov
Sikich Financial	Springfield	14	$7.2 million	$1.18 billion	adviserinfo.sec.gov
Fourstar Wealth Advisors, LLC	Chicago	12	$6.9 million	$1.42 billion	adviserinfo.sec.gov
Chicago Oakbrook Financial Group	Oak Brook	24	$6.9 million	$1.21 billion	adviserinfo.sec.gov
Lake Street	Chicago	Fewer than 5	$6.6 million	$1.16 billion	adviserinfo.sec.gov
The Mosaic Financial Group, LLC	Chicago	1	$6.1 million	$948.7 million	adviserinfo.sec.gov
Rooted Wealth Advisors	Bourbonnais	31	$5.9 million	$408.8 million	adviserinfo.sec.gov
The Mather Group, LLC	Chicago	Fewer than 5	$4.8 million	$13.45 billion	adviserinfo.sec.gov
The Invictus Collective, LLC	Park Ridge	Fewer than 5	$4.6 million	$476 million	adviserinfo.sec.gov
Mendel Money Management Inc	Northbrook	Fewer than 5	$4.3 million	$317.1 million	adviserinfo.sec.gov
Powers Advisory Group, LLC	Highland	8	$4 million	$329.5 million	adviserinfo.sec.gov
Rai Wealth	Naperville	2	$4 million	$530.8 million	adviserinfo.sec.gov
Slagle Financial, LLC.	Edwardsville	Fewer than 5	$4 million	$411.7 million	adviserinfo.sec.gov
Roberts, Glore & Co.	Deerfield	3	$4 million	$938.4 million	adviserinfo.sec.gov
Stride Investments, LLC	Chicago	7	$3.8 million	$200.9 million	adviserinfo.sec.gov
Aza Capital Management	Chicago	6	$3.2 million	$339.6 million	adviserinfo.sec.gov
Tenet Wealth Partners, LLC	Champaign	7	$3.1 million	$246.9 million	adviserinfo.sec.gov
DHJJ Financial Advisors	Naperville	Fewer than 5	$2.9 million	$623.4 million	adviserinfo.sec.gov
Chicago Capital Management Advisors, LLC	Lisle	4	$2.8 million	$135.2 million	adviserinfo.sec.gov
Cohen Capital	Chicago	2	$2.7 million	$1.10 billion	adviserinfo.sec.gov
Signature Financial Services, LTD	Arlington Heights	2	$2.7 million	$274 million	adviserinfo.sec.gov
Hemsley Advisors, LTD.	Chicago	Fewer than 5	$2.6 million	$638.1 million	adviserinfo.sec.gov
Kenora Financial, LLC	Des Plaines	Fewer than 5	$2.6 million	$315.8 million	adviserinfo.sec.gov
Leslie Global Wealth, LLC	Itasca	1	$2.6 million	$446.8 million	adviserinfo.sec.gov
New Vernon Investment Management LLC	Highland Park	1	$2.4 million	$115.5 million	adviserinfo.sec.gov
Journey Financial Group, Inc.	Buffalo Grove	7	$2.3 million	$336.5 million	adviserinfo.sec.gov
Oak Family Advisors, LLC	Chicago	2	$2 million	$621 million	adviserinfo.sec.gov
Fiduciary Financial Partners, LLC	Naperville	4	$2 million	$293.3 million	adviserinfo.sec.gov
Illuminate Wealth Management	Barrington	4	$1.9 million	$167.6 million	adviserinfo.sec.gov
Kenney Investments Inc	Northfield	1	$1.8 million	$328.5 million	adviserinfo.sec.gov
Intentgen Financial Partners	Naperville	4	$1.8 million	$756.6 million	adviserinfo.sec.gov
Trifecta Capital Advisors, LLC	Northbrook	6	$1.7 million	$927.4 million	adviserinfo.sec.gov
Prairie Rivers Investments, LLC	Robinson	Fewer than 5	$1.7 million	$249.3 million	adviserinfo.sec.gov
Clark Wealth Partners, LLC	O'Fallon	1	$1.5 million	$259.9 million	adviserinfo.sec.gov
Bondurant Investment Advisory, LLC	Evanston	3	$1.5 million	$111.1 million	adviserinfo.sec.gov
Uhlmann Investment Management, L.L.C.	Skokie	Fewer than 5	$1.2 million	$273.2 million	adviserinfo.sec.gov
Copperwood Financial	Burr Ridge	Fewer than 5	$1.2 million	$119.6 million	adviserinfo.sec.gov
Midwest Financial Associates, Inc.	Rockford	2	$1.2 million	$123.9 million	adviserinfo.sec.gov
Brentview Investment Management, LLC	Rosemont	Fewer than 5	$1.2 million	$265.7 million	adviserinfo.sec.gov
LCM Capital Management Inc	Chicago	4	$1.2 million	$403 million	adviserinfo.sec.gov
Vertex Partners	Downers Grove	2	$1.1 million	$1.01 billion	adviserinfo.sec.gov
Klaas Financial Asset Advisors, LLC.	Loves Park	Fewer than 5	$1.1 million	$758.1 million	adviserinfo.sec.gov
Pinnacle Financial Group LLC	Western Springs	1	$1 million	$672.7 million	adviserinfo.sec.gov
Pacesetter Financial Group, L.L.C.	Lincoln	4	$1 million	$170.5 million	adviserinfo.sec.gov
Arena Private Wealth	Chicago	7	$864,747	$404.7 million	adviserinfo.sec.gov
Bantamac Capital, LLC	Chicago	Fewer than 5	$836,716	$224.7 million	adviserinfo.sec.gov
Graybill Wealth Management, LTD.	Elmhurst	Fewer than 5	$786,986	$525.8 million	adviserinfo.sec.gov
Mentor Capital Management Inc.	Chicago	Fewer than 5	$742,899	$226.4 million	adviserinfo.sec.gov
Total Clarity Wealth Management, Inc	St. Charles	5	$712,000	$755.4 million	adviserinfo.sec.gov
Studio Investment Management	Chicago	1	$651,006	$903 million	adviserinfo.sec.gov
Heritage Strategic Wealth, LLC	Cary	2	$645,181	$45.7 million	adviserinfo.sec.gov
Kuhn & Company Investment Counsel, LLC	Chicago	Fewer than 5	$632,734	$182.7 million	adviserinfo.sec.gov
Mowery & Schoenfeld Wealth Management, LLC	Lincolnshire	Fewer than 5	$576,661	$524.4 million	adviserinfo.sec.gov
Midland Wealth Management	Effingham	Fewer than 5	$536,373	$3.16 billion	adviserinfo.sec.gov
O'Connor Financial Group LLC	Quincy	Fewer than 5	$498,000	$275.3 million	adviserinfo.sec.gov
Kinnamon & Associates LTD II	Barrington	5	$462,606	$117.6 million	adviserinfo.sec.gov
Holder Wealth Management	Champaign	4	$449,000	$284 million	adviserinfo.sec.gov
TSFG, LLC	Lake Forest	1	$409,438	$642.8 million	adviserinfo.sec.gov
Steward Advisors, LLC	Chicago	1	$332,586	$160.7 million	adviserinfo.sec.gov
Lifepoint Planning	Schaumburg	Fewer than 5	$312,229	$168.5 million	adviserinfo.sec.gov
Linden Wealth Management LLC	Oak Park	Fewer than 5	$285,000	$192.3 million	adviserinfo.sec.gov
Savant Investment Advisers, Inc.	Homewood	Fewer than 5	$260,533	$162.5 million	adviserinfo.sec.gov
Serenity Investment Advisors	Chicago	3	$240,112	$513.6 million	adviserinfo.sec.gov
Sebold Capital Management, Inc	Lisle	2	$234,794	$364.3 million	adviserinfo.sec.gov
210 Financial	Morton	Fewer than 5	$229,769	$242.8 million	adviserinfo.sec.gov
Pendulum Wealth Partners	Itasca	Fewer than 5	$172,706	$282.8 million	adviserinfo.sec.gov
Watershed Private Wealth	Oak Brook	1	$121,261	$413.7 million	adviserinfo.sec.gov
Wall Street Financial Group, Inc.	Carlinville	Fewer than 5	$104,515	$187.7 million	adviserinfo.sec.gov
CL Wealth Management LLC	Schaumburg	1	$99,432	$733.6 million	adviserinfo.sec.gov
Quincy Wells Advisors, LLC	Chicago	1	$81,360	$87.3 million	adviserinfo.sec.gov
Lucas Group Financial Advisors, LLC	Freeport	6	$79,366	$337.7 million	adviserinfo.sec.gov
PMG Wealth Management	Hawthorn Woods	Fewer than 5	$60,021	$198.3 million	adviserinfo.sec.gov
Directional Asset Management, LLC	Arlington Heights	3	$50,000	$136.9 million	adviserinfo.sec.gov
Significant Wealth Partners LLC	Cary	5	$31,120	$126.1 million	adviserinfo.sec.gov
Masus Financial Group, LTD.	Batavia	Fewer than 5	$19,861	$190.6 million	adviserinfo.sec.gov
Horizon Family Wealth, Inc.	Chicago	1	$2,469	$278.8 million	adviserinfo.sec.gov
Aon Investments USA Inc.	Chicago	139	Not listed	$150.99 billion	adviserinfo.sec.gov
Unique Wealth Strategies	Burr Ridge	44	Not listed	$381.5 million	adviserinfo.sec.gov
Strategic Capital Investment Advisors Inc	Lombard	22	Not listed	Not listed	adviserinfo.sec.gov
Harbor Capital Advisors, Inc.	Chicago	9	Not listed	$67.64 billion	adviserinfo.sec.gov
Manifest	Chicago	7	Not listed	Not listed	adviserinfo.sec.gov
Lasalle Investment Management	Chicago	2	Not listed	$11.46 billion	adviserinfo.sec.gov

Also on SpecStream

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.