Data / Investment advisers / Serving high net worth individuals / Illinois

Investment advisers in Illinois serving high net worth individuals: 385 firms

Name: Investment advisers in Illinois serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

385 SEC registered investment advisers with a main office in Illinois report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $884 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Hightower Advisors, LLC.

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385Advisers
$884 billionAUM from this client type
380Advisers over $100 million
November 2, 2026File date

Advisers in Illinois serving high net worth individuals

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. The first 300 of 385 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Hightower Advisors, LLC	Chicago	29,177	$157.43 billion	$198.58 billion	adviserinfo.sec.gov
Northern Trust Investments, Incorporated	Chicago	15,055	$94.55 billion	$1.25 trillion	adviserinfo.sec.gov
Cetera Investment Advisers LLC	Schaumburg	79,279	$69.83 billion	$256.81 billion	adviserinfo.sec.gov
Cresset Asset Management, LLC	Chicago	3,667	$69.77 billion	$78.94 billion	adviserinfo.sec.gov
William Blair & Company L.L.C.	Chicago	9,054	$45.35 billion	$64.28 billion	adviserinfo.sec.gov
Nuveen Asset Management, LLC	Chicago	13,864	$40.01 billion	$280.48 billion	adviserinfo.sec.gov
CIBC Private Wealth Advisors, Inc.	Chicago	2,020	$34.76 billion	$67.84 billion	adviserinfo.sec.gov
Savant Wealth Management	Rockford	6,562	$33.43 billion	$55.61 billion	adviserinfo.sec.gov
Wealthspire Institutional, LLC	Chicago	518	$33.09 billion	$97.54 billion	adviserinfo.sec.gov
Choreo, LLC	Rockford	4,392	$16.74 billion	$19.14 billion	adviserinfo.sec.gov
Mesirow Financial Investment Management, Inc.	Chicago	14,040	$12.97 billion	$50.44 billion	adviserinfo.sec.gov
The Mather Group, LLC	Chicago	2,876	$12.22 billion	$13.45 billion	adviserinfo.sec.gov
BMO Family Office, LLC	Chicago	70	$9.82 billion	$9.99 billion	adviserinfo.sec.gov
Curi Capital, LLC	Chicago	1,547	$7.86 billion	$11.58 billion	adviserinfo.sec.gov
JMG Financial Group LTD	Downers Grove	1,403	$7.27 billion	$7.50 billion	adviserinfo.sec.gov
Harris \| Oakmark	Chicago	1,888	$7.20 billion	$109.48 billion	adviserinfo.sec.gov
Spiderrock Advisors, LLC	Chicago	1,961	$7.02 billion	$9.83 billion	adviserinfo.sec.gov
Geowealth Management LLC	Chicago	2,729	$7.00 billion	$17.57 billion	adviserinfo.sec.gov
Altair Advisers, LLC	Chicago	416	$6.30 billion	$9.76 billion	adviserinfo.sec.gov
Chicago Partners Investment Group LLC	Chicago	1,749	$5.82 billion	$7.47 billion	adviserinfo.sec.gov
Iht Wealth Management LLC	Chicago	6,952	$5.74 billion	$9.80 billion	adviserinfo.sec.gov
Forum Financial Management, LP	Lombard	1,719	$5.67 billion	$8.69 billion	adviserinfo.sec.gov
Crescent Grove Advisors	Lake Forest	290	$5.11 billion	$5.50 billion	adviserinfo.sec.gov
Marquette Associates, Inc.	Chicago	103	$4.93 billion	$47.06 billion	adviserinfo.sec.gov
First Trust Advisors LP	Wheaton	2,593	$4.66 billion	$309.24 billion	adviserinfo.sec.gov
Chicago Capital, LLC	Chicago	445	$4.54 billion	$4.82 billion	adviserinfo.sec.gov
Calamos Wealth Management LLC	Naperville	3,141	$4.50 billion	$5.48 billion	adviserinfo.sec.gov
Brownson, Rehmus & Foxworth, Inc.	Chicago	263	$4.49 billion	$4.79 billion	adviserinfo.sec.gov
Morningstar Investment Management LLC	Chicago	3,271	$3.98 billion	$87.82 billion	adviserinfo.sec.gov
David Vaughan Investments, LLC	Peoria	721	$3.70 billion	$5.33 billion	adviserinfo.sec.gov
Zacks Investment Management, Inc.	Chicago	1,293	$3.48 billion	$14.59 billion	adviserinfo.sec.gov
Highpoint Planning Partners	Downers Grove	3,304	$3.45 billion	$4.78 billion	adviserinfo.sec.gov
Vestgen Advisors, LLC	Chicago	1,313	$3.43 billion	$6.67 billion	adviserinfo.sec.gov
Aaron Wealth Advisors	Chicago	115	$3.28 billion	$4.29 billion	adviserinfo.sec.gov
Gresham Partners, LLC	Chicago	197	$3.22 billion	$13.80 billion	adviserinfo.sec.gov
Performance Wealth	Hinsdale	485	$3.08 billion	$4.09 billion	adviserinfo.sec.gov
Chesley, Taft & Associates, LLC	Chicago	585	$2.90 billion	$3.01 billion	adviserinfo.sec.gov
Lasalle St. Investment Advisors, L.L.C.	Elmhurst	894	$2.67 billion	$5.74 billion	adviserinfo.sec.gov
Capstone Financial Advisors Inc	Downers Grove	376	$2.59 billion	$2.87 billion	adviserinfo.sec.gov
Rothschild Investment	Chicago	525	$2.36 billion	$2.79 billion	adviserinfo.sec.gov
Doyenne Wealth Advisors	Chicago	129	$2.04 billion	$2.04 billion	adviserinfo.sec.gov
Arete Wealth Advisors, LLC	Chicago	3,441	$2.04 billion	$2.75 billion	adviserinfo.sec.gov
Zuckerman Investment Group	Chicago	266	$1.99 billion	$2.17 billion	adviserinfo.sec.gov
Cozad Asset Management Inc	Champaign	935	$1.95 billion	$2.62 billion	adviserinfo.sec.gov
Vestor Capital, LLC	Chicago	592	$1.92 billion	$2.28 billion	adviserinfo.sec.gov
Feldman, Ingardona & Co	Downers Grove	179	$1.81 billion	$1.99 billion	adviserinfo.sec.gov
Nadler Financial Group, Inc.	Deerfield	437	$1.80 billion	$2.18 billion	adviserinfo.sec.gov
Keebeck Wealth Management	Chicago	147	$1.79 billion	$2.03 billion	adviserinfo.sec.gov
Great Lakes Advisors, LLC	Chicago	150	$1.74 billion	$16.16 billion	adviserinfo.sec.gov
Brookstone Capital Management LLC	Wheaton	4,860	$1.65 billion	$12.75 billion	adviserinfo.sec.gov
North Star Investment Management Corporation	Chicago	513	$1.59 billion	$2.50 billion	adviserinfo.sec.gov
Calamos Advisors LLC	Naperville	1,372	$1.53 billion	$43.89 billion	adviserinfo.sec.gov
Northern Trust Securities, Inc	Chicago	1,406	$1.46 billion	$1.66 billion	adviserinfo.sec.gov
Urban Financial Advisory Corporation	Chicago	182	$1.41 billion	$1.49 billion	adviserinfo.sec.gov
V-Square Quantitative Management	Chicago	48	$1.38 billion	$1.42 billion	adviserinfo.sec.gov
Ariel Investments, LLC	Chicago	47	$1.35 billion	$12.78 billion	adviserinfo.sec.gov
Pekin Hardy Strauss, Inc.	Chicago	345	$1.33 billion	$1.55 billion	adviserinfo.sec.gov
Savoie Capital LLC	Chicago	12	$1.32 billion	$1.32 billion	adviserinfo.sec.gov
Rothschild Wealth LLC	Oakbrook	1,614	$1.29 billion	$1.70 billion	adviserinfo.sec.gov
Inspirion Wealth Advisors, LLC	Libertyville	428	$1.27 billion	$1.39 billion	adviserinfo.sec.gov
Romano Wealth Management	Evanston	478	$1.26 billion	$1.54 billion	adviserinfo.sec.gov
Keb Wealth Advisors	Springfield	344	$1.15 billion	$1.27 billion	adviserinfo.sec.gov
Embree Financial Group	Chicago	363	$1.15 billion	$2.64 billion	adviserinfo.sec.gov
Riverbend Capital Advisors, LLC	Chicago	239	$1.10 billion	$1.10 billion	adviserinfo.sec.gov
Arthur M. Cohen & Associates LLC	Northbrook	163	$1.10 billion	$1.11 billion	adviserinfo.sec.gov
Clearwater Capital Partners	Hoffman Estates	310	$1.09 billion	$1.68 billion	adviserinfo.sec.gov
Segall Bryant & Hamill	Chicago	181	$1.03 billion	$22.64 billion	adviserinfo.sec.gov
Dearborn Partners L.L.C.	Chicago	142	$1.01 billion	$2.74 billion	adviserinfo.sec.gov
Archford Capital Strategies, LLC	Swansea	278	$1.01 billion	$1.49 billion	adviserinfo.sec.gov
Coyle	Glenview	234	$997.5 million	$1.05 billion	adviserinfo.sec.gov
The Planning Center, Inc.	Moline	325	$983.9 million	$1.37 billion	adviserinfo.sec.gov
Port Capital LLC	Chicago	424	$983.8 million	$2.85 billion	adviserinfo.sec.gov
Cohen Capital	Chicago	980	$980.2 million	$1.10 billion	adviserinfo.sec.gov
Burling Wealth Partners	Chicago	183	$977.2 million	$1.00 billion	adviserinfo.sec.gov
Fourstar Wealth Advisors, LLC	Chicago	287	$968.4 million	$1.42 billion	adviserinfo.sec.gov
Intertide Partners	Chicago	Fewer than 5	$951 million	$971.4 million	adviserinfo.sec.gov
Alera Investment Advisors, LLC	Deerfield	352	$937.9 million	$5.29 billion	adviserinfo.sec.gov
The Mosaic Financial Group, LLC	Chicago	130	$933.6 million	$948.7 million	adviserinfo.sec.gov
Mediqus Asset Advisors, Inc.	Chicago	302	$933.4 million	$1.46 billion	adviserinfo.sec.gov
Ipi Wealth Management, Inc.	Decatur	435	$926.9 million	$2.66 billion	adviserinfo.sec.gov
Lake Street	Chicago	294	$920 million	$1.16 billion	adviserinfo.sec.gov
Trifecta Capital Advisors, LLC	Northbrook	114	$904.1 million	$927.4 million	adviserinfo.sec.gov
Financial Solutions Advisory Group	Chicago	350	$900 million	$935 million	adviserinfo.sec.gov
Riverpoint Wealth Management	Chicago	150	$891 million	$906.2 million	adviserinfo.sec.gov
Parkside Investments, LLC	Deerfield	149	$889.9 million	$1.44 billion	adviserinfo.sec.gov
Fort Sheridan Advisors LLC	Highland Park	171	$873.4 million	$1.03 billion	adviserinfo.sec.gov
Lantz Financial LLC	Naperville	255	$864.7 million	$994.1 million	adviserinfo.sec.gov
Horizon Wealth Management	LA Grange	412	$832 million	$1.08 billion	adviserinfo.sec.gov
Alley Company	Lake Forest	125	$830.4 million	$907.2 million	adviserinfo.sec.gov
Vertex Partners	Downers Grove	284	$770.9 million	$1.01 billion	adviserinfo.sec.gov
Hunter Capital Management	Lombard	485	$751 million	$1.09 billion	adviserinfo.sec.gov
New Vernon Wealth Management LLC	Highland Park	97	$747.1 million	$781 million	adviserinfo.sec.gov
Factor Wealth Management	Chicago	175	$744.8 million	$781 million	adviserinfo.sec.gov
Sikich Financial	Springfield	205	$707.6 million	$1.18 billion	adviserinfo.sec.gov
Aberdeen Wealth Management LLC	Lake Bluff	126	$697.7 million	$699.1 million	adviserinfo.sec.gov
Dream Capital Advisors, LLC	Lincolnshire	31	$695.3 million	$695.3 million	adviserinfo.sec.gov
Mps-Loria Financial Planners,Llc	Burr Ridge	190	$673.4 million	$826.6 million	adviserinfo.sec.gov
Hartline Investment Corporation	Winnetka	90	$671.9 million	$935.5 million	adviserinfo.sec.gov
Moller Wealth Partners	Northfield	137	$671.2 million	$755.9 million	adviserinfo.sec.gov
Studio Investment Management	Chicago	180	$648.7 million	$903 million	adviserinfo.sec.gov
Roberts, Glore & Co.	Deerfield	186	$642.2 million	$938.4 million	adviserinfo.sec.gov
World Equity Group, Inc.	Schaumburg	122	$637 million	$1.00 billion	adviserinfo.sec.gov
Chicago Oakbrook Financial Group	Oak Brook	189	$631.8 million	$1.21 billion	adviserinfo.sec.gov
Shankervalleau Wealth Advisors, Inc.	Skokie	130	$613.3 million	$645.3 million	adviserinfo.sec.gov
Stenger Family Office, LLC	Naperville	307	$608 million	$734.9 million	adviserinfo.sec.gov
Leelyn Smith, LLC	Geneva	216	$588.5 million	$852.3 million	adviserinfo.sec.gov
Pinnacle Financial Group LLC	Western Springs	196	$578.7 million	$672.7 million	adviserinfo.sec.gov
Centric Wealth Management, LLC	Chicago	126	$555.2 million	$792.9 million	adviserinfo.sec.gov
Hemsley Advisors, LTD.	Chicago	127	$554.2 million	$638.1 million	adviserinfo.sec.gov
Oak Family Advisors, LLC	Chicago	128	$553 million	$621 million	adviserinfo.sec.gov
Capital Resource Management,Inc.	Deerfield	28	$551.1 million	$593.2 million	adviserinfo.sec.gov
DHJJ Financial Advisors	Naperville	216	$543.9 million	$623.4 million	adviserinfo.sec.gov
Hedeker Wealth LLC	Lincolnshire	109	$535.4 million	$595.1 million	adviserinfo.sec.gov
Essex LLC	Deer Park	162	$531.7 million	$649.3 million	adviserinfo.sec.gov
Fountainhead Financial, LLC	Chicago	82	$531.4 million	$543.2 million	adviserinfo.sec.gov
Xxi Wealth, LLC	Chicago	81	$528.3 million	$531.5 million	adviserinfo.sec.gov
Total Clarity Wealth Management, Inc	St. Charles	254	$522.6 million	$755.4 million	adviserinfo.sec.gov
Santa Barbara Management	Chicago	8	$522.1 million	$530.2 million	adviserinfo.sec.gov
Cura Wealth Advisors, LLC	Chicago	117	$520.5 million	$527.7 million	adviserinfo.sec.gov
Mowery & Schoenfeld Wealth Management, LLC	Lincolnshire	138	$513.2 million	$524.4 million	adviserinfo.sec.gov
Creekmur Asset Management, LLC	Morton	225	$485.3 million	$800 million	adviserinfo.sec.gov
Oak Ridge Investments, LLC	Chicago	197	$474.6 million	$1.70 billion	adviserinfo.sec.gov
Zimmerman Wealth Management, LLC	Evanston	216	$472.3 million	$472.4 million	adviserinfo.sec.gov
The Invictus Collective, LLC	Park Ridge	16	$471.3 million	$476 million	adviserinfo.sec.gov
Goldstone Financial Group, LLC	Oakbrook Terrace	208	$465.3 million	$1.05 billion	adviserinfo.sec.gov
Cypress Capital Partners, LLC	Chicago	30	$464.4 million	$464.4 million	adviserinfo.sec.gov
Altman Advisors	Chicago	105	$461.5 million	$483.4 million	adviserinfo.sec.gov
Tallwoods Partners, LLC	Chicago	8	$459.9 million	$569.4 million	adviserinfo.sec.gov
Rail-Splitter Capital Management LLC	Winnetka	22	$458.5 million	$484.1 million	adviserinfo.sec.gov
Midwestern Securities Trading Co.,Llc	East Peoria	243	$450.1 million	$1.98 billion	adviserinfo.sec.gov
Carsonallaria Wealth Management, LTD.	Glen Carbon	170	$445.1 million	$791.8 million	adviserinfo.sec.gov
Skinner, Copper & Ehmen Wealth Management, LLC	Springfield	155	$438.9 million	$705.7 million	adviserinfo.sec.gov
Graybill Wealth Management, LTD.	Elmhurst	101	$436.3 million	$525.8 million	adviserinfo.sec.gov
Iron Financial LLC	Northbrook	108	$420.8 million	$489.2 million	adviserinfo.sec.gov
Evergreen Wealth	Springfield	139	$418.1 million	$1.18 billion	adviserinfo.sec.gov
Sterling Wealth Management, Inc.	Champaign	131	$409.1 million	$494.6 million	adviserinfo.sec.gov
Highview Capital Management, LLC	Buffalo Grove	81	$405.6 million	$416.3 million	adviserinfo.sec.gov
Kai Wealth LLC	Chicago	41	$403.5 million	$407.7 million	adviserinfo.sec.gov
Sage Private Wealth Group, LLC	Oakbrook Terrace	333	$399 million	$440.8 million	adviserinfo.sec.gov
Meredith Wealth Planning	Maryville	116	$397.8 million	$478.7 million	adviserinfo.sec.gov
TSFG, LLC	Lake Forest	207	$392.8 million	$642.8 million	adviserinfo.sec.gov
Klaas Financial Asset Advisors, LLC.	Loves Park	203	$391.5 million	$758.1 million	adviserinfo.sec.gov
Lifewise Wealth Advisors	Champaign	133	$385.9 million	$491.9 million	adviserinfo.sec.gov
Leslie Global Wealth, LLC	Itasca	159	$385.4 million	$446.8 million	adviserinfo.sec.gov
Matrix Private Capital Group	Chicago	124	$382.9 million	$561 million	adviserinfo.sec.gov
Watershed Private Wealth	Oak Brook	78	$379.4 million	$413.7 million	adviserinfo.sec.gov
River Street Advisors, LLC	Aurora	139	$372.6 million	$539.2 million	adviserinfo.sec.gov
Harvest Investment Services, LLC	Oakbrook Terrace	184	$367.5 million	$758.4 million	adviserinfo.sec.gov
Bard Associates Inc	Chicago	93	$364.8 million	$416.2 million	adviserinfo.sec.gov
Rai Wealth	Naperville	137	$358 million	$530.8 million	adviserinfo.sec.gov
Cambridge Capital Management, LLC	O'Fallon	112	$353 million	$457.8 million	adviserinfo.sec.gov
Oak Wealth Advisors LLC	Northbrook	115	$350.5 million	$373.7 million	adviserinfo.sec.gov
James T. Borello & Co.	East Dundee	109	$347.1 million	$621.9 million	adviserinfo.sec.gov
Ruedi Wealth Management, Inc.	Champaign	126	$346 million	$498 million	adviserinfo.sec.gov
Bcu Wealth Advisors, LLC	Vernon Hills	131	$343.4 million	$653.6 million	adviserinfo.sec.gov
Windrock Wealth Management	Naperville	51	$342.4 million	$363.2 million	adviserinfo.sec.gov
Bluestem Financial Advisors, LLC	Savoy	149	$341.6 million	$358.2 million	adviserinfo.sec.gov
Hendricks Wealth and Estate Management	Algonquin	161	$341.1 million	$536.1 million	adviserinfo.sec.gov
Vantage Point Financial, LLC	Lisle	153	$337.3 million	$484.6 million	adviserinfo.sec.gov
Wavvest Wealth	Chicago	110	$334.8 million	$339.9 million	adviserinfo.sec.gov
Walled Lake Planning & Wealth Management, LLC	Highland Park	43	$331.6 million	$732.2 million	adviserinfo.sec.gov
Cogent Strategic Wealth LLC	Chicago	73	$329.9 million	$336 million	adviserinfo.sec.gov
Kenney Investments Inc	Northfield	31	$325.9 million	$328.5 million	adviserinfo.sec.gov
Taiko Private Wealth	Chicago	30	$324.2 million	$514.8 million	adviserinfo.sec.gov
Bos Asset Management, LLC	Springfield	129	$323 million	$1.03 billion	adviserinfo.sec.gov
15 Wealth Advisors LLC	Mundelein	150	$321.3 million	$481.5 million	adviserinfo.sec.gov
Bates Financial Advisors, Inc.	Rockford	130	$311.8 million	$439.2 million	adviserinfo.sec.gov
Strategic Investment Solutions, Inc.	Orland Park	154	$306 million	$830.2 million	adviserinfo.sec.gov
New England Research & Management, Inc.	Chicago	70	$304.7 million	$337.1 million	adviserinfo.sec.gov
Sebold Capital Management, Inc	Lisle	119	$301.2 million	$364.3 million	adviserinfo.sec.gov
Vermillion Financial Advisors, Inc.	South Barrington	103	$301 million	$386.7 million	adviserinfo.sec.gov
Chicago Wealth Management, Inc.	Chicago	116	$299.2 million	$365.7 million	adviserinfo.sec.gov
Gallagher Fiduciary Advisors, LLC	Rolling Meadows	170	$295.5 million	$194.82 billion	adviserinfo.sec.gov
North Shore Private Asset Management, LLC	Lake Forest	128	$293.5 million	$572.6 million	adviserinfo.sec.gov
The Nestegg Group, Inc.	Lincolnwood	65	$286.9 million	$331 million	adviserinfo.sec.gov
Quad City Investment Center	Moline	253	$284.9 million	$408 million	adviserinfo.sec.gov
LCM Capital Management Inc	Chicago	193	$283.7 million	$403 million	adviserinfo.sec.gov
Left Brain Wealth Management, LLC	Naperville	94	$282.3 million	$340.4 million	adviserinfo.sec.gov
Unique Wealth Strategies	Burr Ridge	98	$280 million	$381.5 million	adviserinfo.sec.gov
Arena Private Wealth	Chicago	158	$275.4 million	$404.7 million	adviserinfo.sec.gov
Advisory Research Inc	Chicago	130	$272.1 million	$991.3 million	adviserinfo.sec.gov
Horizon Family Wealth, Inc.	Chicago	64	$269.8 million	$278.8 million	adviserinfo.sec.gov
Journey Financial Group, Inc.	Buffalo Grove	109	$268.3 million	$336.5 million	adviserinfo.sec.gov
Eastgate Capital Advisors LLC	Winnetka	31	$264.6 million	$271.5 million	adviserinfo.sec.gov
Mendel Money Management Inc	Northbrook	76	$263.1 million	$317.1 million	adviserinfo.sec.gov
CTS Financial Planning, Inc.	Chicago	89	$262.4 million	$313.9 million	adviserinfo.sec.gov
Greenstone Belt Wealth Advisors, LLC	Chicago	73	$257.4 million	$260.1 million	adviserinfo.sec.gov
Benchmark Investment Advisors LLC	Chicago	93	$254.1 million	$329.2 million	adviserinfo.sec.gov
Detterbeck Wealth Management	Palatine	90	$248.8 million	$279.2 million	adviserinfo.sec.gov
Powers Advisory Group, LLC	Highland	125	$243.9 million	$329.5 million	adviserinfo.sec.gov
Main Street Investment Advisors, LLC	Northbrook	128	$243.3 million	$250.3 million	adviserinfo.sec.gov
Maren Capital	Chicago	Fewer than 5	$240.4 million	$2.08 billion	adviserinfo.sec.gov
Fiduciary Financial Partners, LLC	Naperville	99	$240.3 million	$293.3 million	adviserinfo.sec.gov
Uhlmann Investment Management, L.L.C.	Skokie	227	$238.3 million	$273.2 million	adviserinfo.sec.gov
Patrick M. Sweeney & Associates, Inc	Libertyville	55	$238 million	$252.5 million	adviserinfo.sec.gov
CL Wealth Management LLC	Schaumburg	637	$238 million	$733.6 million	adviserinfo.sec.gov
Latko Wealth Management, LTD.	Frankfort	143	$236 million	$327.2 million	adviserinfo.sec.gov
Dibenedetto & Associates LTD	Loves Park	89	$235.9 million	$333.1 million	adviserinfo.sec.gov
Aza Capital Management	Chicago	105	$234.4 million	$339.6 million	adviserinfo.sec.gov
103 Advisory Group	Chicago	40	$233.3 million	$257.2 million	adviserinfo.sec.gov
Mack Investment Securities, Inc.	Northfield	282	$230.8 million	$302.6 million	adviserinfo.sec.gov
McBeath Financial Group	Normal	97	$229 million	$287 million	adviserinfo.sec.gov
The Planning Group	Northfield	60	$226.4 million	$291.5 million	adviserinfo.sec.gov
Williams Capital Management Company	Wilmette	22	$225.6 million	$225.6 million	adviserinfo.sec.gov
Mindful Wealth LLC	Glencoe	57	$225.3 million	$225.3 million	adviserinfo.sec.gov
Lakewood Asset Management, LLC	Naperville	70	$224.5 million	$248.7 million	adviserinfo.sec.gov
Prism Planning Partners	Libertyville	55	$221.7 million	$241.5 million	adviserinfo.sec.gov
Stonebridge Wealth Management LLC	Oak Brook	88	$219.8 million	$283.3 million	adviserinfo.sec.gov
Ergawealth Advisors, Inc.	Oak Brook	89	$217.4 million	$341.5 million	adviserinfo.sec.gov
Holder Wealth Management	Champaign	77	$216.5 million	$284 million	adviserinfo.sec.gov
Dolan McEniry Capital Management LLC	Chicago	24	$212.4 million	$13.76 billion	adviserinfo.sec.gov
Pendulum Wealth Partners	Itasca	102	$210.4 million	$282.8 million	adviserinfo.sec.gov
Rooted Wealth Advisors	Bourbonnais	105	$203.8 million	$408.8 million	adviserinfo.sec.gov
AAM	Chicago	2	$201.5 million	$27.49 billion	adviserinfo.sec.gov
Western Pacific Wealth Management, LP	Lake Forest	17	$199.2 million	$205.5 million	adviserinfo.sec.gov
Virtue Asset Management LLC	Barrington	77	$198.9 million	$211.4 million	adviserinfo.sec.gov
Vital Wealth Management, LLC	Rosemont	82	$198.8 million	$300.8 million	adviserinfo.sec.gov
Forest Asset Management LLC	Riverside	55	$197 million	$230.7 million	adviserinfo.sec.gov
Lucas Group Financial Advisors, LLC	Freeport	76	$194.6 million	$337.7 million	adviserinfo.sec.gov
SGL Financial, LLC	Buffalo Grove	88	$192 million	$416 million	adviserinfo.sec.gov
Sequoia Wealth Management, LLC	Barrington	92	$181.2 million	$599.6 million	adviserinfo.sec.gov
The Dala Group, LLC	Hoffman Estates	70	$177.6 million	$265.2 million	adviserinfo.sec.gov
Wellment Financial	Elmhurst	76	$176.3 million	$312.7 million	adviserinfo.sec.gov
Boon Capital Advisors LLC	Northbrook	29	$172.6 million	$185 million	adviserinfo.sec.gov
Trueman Brown	Lake Zurich	45	$171.4 million	$196.1 million	adviserinfo.sec.gov
Kenora Financial, LLC	Des Plaines	70	$169.9 million	$315.8 million	adviserinfo.sec.gov
Millington Financial Advisors, LLC	Naperville	42	$168.4 million	$291.4 million	adviserinfo.sec.gov
Lind Capital Partners	Evanston	78	$166.6 million	$235 million	adviserinfo.sec.gov
Signature Financial Services, LTD	Arlington Heights	76	$166.2 million	$274 million	adviserinfo.sec.gov
RPC Private Wealth, LLC	Hinsdale	71	$163.8 million	$286.3 million	adviserinfo.sec.gov
Retirement Plan Advisors, LLC	Chicago	103	$162.7 million	$3.54 billion	adviserinfo.sec.gov
Signet Private Wealth, LLC	Chicago	37	$162.2 million	$189.7 million	adviserinfo.sec.gov
Woodfield Financial Advisors, Inc.	Deer Park	138	$161.3 million	$230.1 million	adviserinfo.sec.gov
KRM Financial Planning & Wealth Management, LLC	St. Charles	51	$159.7 million	$211.5 million	adviserinfo.sec.gov
Harbour Financial Resources, LTD	Skokie	54	$157.4 million	$189.8 million	adviserinfo.sec.gov
Avocet Capital Management LLC	Northbrook	37	$156.3 million	$157.8 million	adviserinfo.sec.gov
McLaughlin Asset Management, Inc.	Danville	56	$153.6 million	$176.1 million	adviserinfo.sec.gov
MWS Capital Consultants LLC	Chicago	59	$152.3 million	$193.7 million	adviserinfo.sec.gov
Financial Elements, Inc	Rolling Meadows	58	$150.5 million	$192.6 million	adviserinfo.sec.gov
Parkview Asset Management, Inc.	Oakbrook Terrace	91	$148.7 million	$206.1 million	adviserinfo.sec.gov
Lifepoint Planning	Schaumburg	53	$147.3 million	$168.5 million	adviserinfo.sec.gov
Serenity Investment Advisors	Chicago	66	$144.9 million	$513.6 million	adviserinfo.sec.gov
SCG Asset Management LLC	Naperville	7	$144.9 million	$158.7 million	adviserinfo.sec.gov
Guardian Wealth Management Inc.	Peoria	58	$144.4 million	$289.1 million	adviserinfo.sec.gov
PMG Wealth Management	Hawthorn Woods	144	$144.2 million	$198.3 million	adviserinfo.sec.gov
Steward Advisors, LLC	Chicago	50	$143.1 million	$160.7 million	adviserinfo.sec.gov
Arlington Wealth Management	Arlington Heights	59	$143 million	$235.9 million	adviserinfo.sec.gov
Outlook Capital Management, LLC	Arlington Heights	58	$142.7 million	$147.4 million	adviserinfo.sec.gov
Estate & Trust Advisors	Riverwoods	35	$141.5 million	$256.5 million	adviserinfo.sec.gov
Fortis Portfolio Solutions, LLC	Chicago	276	$140 million	$140 million	adviserinfo.sec.gov
Chicago Investment Advisory Council, Inc.	St. Charles	100	$140 million	$230 million	adviserinfo.sec.gov
Treetop Wealth Management, LLC	Northfield	50	$140 million	$210 million	adviserinfo.sec.gov
Three Sixty	Bloomington	54	$139.7 million	$190.1 million	adviserinfo.sec.gov
KKM Financial LLC	Chicago	50	$139 million	$865.7 million	adviserinfo.sec.gov
Clark Wealth Partners, LLC	O'Fallon	61	$138.6 million	$259.9 million	adviserinfo.sec.gov
Clement Street Capital LLC	Downers Grove	52	$138.5 million	$141 million	adviserinfo.sec.gov
American Community Wealth Management, LLC	Crystal Lake	244	$138.4 million	$195.4 million	adviserinfo.sec.gov
Landolt Securities, Inc.	Lake Bluff	198	$137.8 million	$137.8 million	adviserinfo.sec.gov
Bernardi Asset Management, LLC	Northfield	28	$137.3 million	$331 million	adviserinfo.sec.gov
Intentgen Financial Partners	Naperville	240	$136.9 million	$756.6 million	adviserinfo.sec.gov
Carter Financial Group, Inc.	Barrington	49	$136.8 million	$382.2 million	adviserinfo.sec.gov
Mark Bell Advisory Services, Inc.	Chicago	27	$136.7 million	$138.2 million	adviserinfo.sec.gov
Illuminate Wealth Management	Barrington	36	$136.2 million	$167.6 million	adviserinfo.sec.gov
GCM Grosvenor L.P.	Chicago	3	$135.3 million	$95.49 billion	adviserinfo.sec.gov
Directional Asset Management, LLC	Arlington Heights	36	$135.2 million	$136.9 million	adviserinfo.sec.gov
Benchmark Capital Group LTD.	Galena	53	$134.8 million	$173.6 million	adviserinfo.sec.gov
Permanent Capital Management, LP	Chicago	Fewer than 5	$133.8 million	$768.9 million	adviserinfo.sec.gov
Madden Funds Management	Oak Park	57	$133 million	$217.9 million	adviserinfo.sec.gov
Horizon Capital Management, LLC	Lake Forest	36	$130.9 million	$136.2 million	adviserinfo.sec.gov
Expressive Wealth LLC	Chicago	36	$130.9 million	$165.2 million	adviserinfo.sec.gov
Prairieview Wealth & Tax Advisors	Frankfort	75	$130.1 million	$207.5 million	adviserinfo.sec.gov
Security Capital Research & Management Incorporated	Chicago	37	$128.7 million	$3.30 billion	adviserinfo.sec.gov
Via IV Investments, LLC	Burr Ridge	71	$127.7 million	$221.8 million	adviserinfo.sec.gov
Linden Wealth Management LLC	Oak Park	8	$127.5 million	$192.3 million	adviserinfo.sec.gov
Opus Financial Solutions LLC	Downers Grove	61	$127.2 million	$150.8 million	adviserinfo.sec.gov
ARK Advisors LLC	Bloomington	120	$127.1 million	$195.6 million	adviserinfo.sec.gov
Phase III Advisory Services, LTD	Buffalo Grove	69	$124.1 million	$210.9 million	adviserinfo.sec.gov
Sawyer Falduto Asset Management, LLC	Elmhurst	50	$123.7 million	$896.5 million	adviserinfo.sec.gov
O'Connor Financial Group LLC	Quincy	50	$123 million	$275.3 million	adviserinfo.sec.gov
Mirretti Perryman Wealth Strategies, LLC	Skokie	52	$122.2 million	$178.9 million	adviserinfo.sec.gov
Versatile Capital Management L.L.C.	Chicago	30	$122 million	$130.1 million	adviserinfo.sec.gov
RCM Wealth Advisors	Chicago	151	$121.7 million	$388.8 million	adviserinfo.sec.gov
Foresight Wealth Advisors	Skokie	7	$120.9 million	$121.2 million	adviserinfo.sec.gov
Kuhn Capital Partners	Oak Brook	134	$120.7 million	$169.9 million	adviserinfo.sec.gov
Monere Wealth Management, Inc.	Schaumburg	235	$120 million	$312 million	adviserinfo.sec.gov
K2 Wealth Management LLC	Chicago	70	$120 million	$120 million	adviserinfo.sec.gov
Yunistone Investment Group, LLC	Chicago	13	$119.2 million	$119.5 million	adviserinfo.sec.gov
Mwa Financial Services, Inc.	Rock Island	76	$118.3 million	$640 million	adviserinfo.sec.gov
Kuhn & Company Investment Counsel, LLC	Chicago	32	$117.4 million	$182.7 million	adviserinfo.sec.gov
Tenet Wealth Partners, LLC	Champaign	33	$117.2 million	$246.9 million	adviserinfo.sec.gov
Marcus Capital, LLC	Northfield	42	$116.3 million	$129.2 million	adviserinfo.sec.gov
Chicago Investment Advisory Group	Mokena	54	$113.7 million	$275.1 million	adviserinfo.sec.gov
Barrett Wealth Connection LLC	Spring Grove	59	$111.5 million	$148 million	adviserinfo.sec.gov
Mpi Wealth Management LLC	Hinsdale	93	$111.3 million	$233.6 million	adviserinfo.sec.gov
Strategic Portfolio Managers	Northfield	43	$110.2 million	$127.1 million	adviserinfo.sec.gov
Tetley Investments, LLC	Park Ridge	118	$110.1 million	$193.9 million	adviserinfo.sec.gov
Brentview Investment Management, LLC	Rosemont	211	$109.3 million	$265.7 million	adviserinfo.sec.gov
Stone Island Financial Planning	Naperville	119	$108.5 million	$134 million	adviserinfo.sec.gov
Alo Financial Planning	Mount Prospect	39	$108 million	$120.9 million	adviserinfo.sec.gov
Laureate Wealth Management, LLC	Glen Ellyn	34	$107.6 million	$121.9 million	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.