Data / Investment advisers / Serving individuals / Illinois

Investment advisers in Illinois serving individuals: 347 firms

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

347 SEC registered investment advisers with a main office in Illinois report individuals among their clients in Form ADV item 5.D, and together they attribute $375 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Cetera Investment Advisers LLC.

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347Advisers
$375 billionAUM from this client type
338Advisers over $100 million
November 2, 2026File date

Advisers in Illinois serving 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 347 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Cetera Investment Advisers LLC	Schaumburg	722,373	$175.55 billion	$256.81 billion	adviserinfo.sec.gov
Morningstar Investment Management LLC	Chicago	512,688	$35.59 billion	$87.82 billion	adviserinfo.sec.gov
Hightower Advisors, LLC	Chicago	33,630	$21.50 billion	$198.58 billion	adviserinfo.sec.gov
Nuveen Asset Management, LLC	Chicago	48,733	$19.69 billion	$280.48 billion	adviserinfo.sec.gov
Savant Wealth Management	Rockford	16,726	$15.67 billion	$55.61 billion	adviserinfo.sec.gov
Brookstone Capital Management LLC	Wheaton	49,950	$11.02 billion	$12.75 billion	adviserinfo.sec.gov
CIBC Private Wealth Advisors, Inc.	Chicago	6,063	$9.73 billion	$67.84 billion	adviserinfo.sec.gov
Geowealth Management LLC	Chicago	47,696	$9.71 billion	$17.57 billion	adviserinfo.sec.gov
Northern Trust Investments, Incorporated	Chicago	20,223	$8.81 billion	$1.25 trillion	adviserinfo.sec.gov
William Blair & Company L.L.C.	Chicago	26,242	$7.33 billion	$64.28 billion	adviserinfo.sec.gov
Vestgen Advisors, LLC	Chicago	21,477	$3.24 billion	$6.67 billion	adviserinfo.sec.gov
Lasalle St. Investment Advisors, L.L.C.	Elmhurst	12,817	$2.53 billion	$5.74 billion	adviserinfo.sec.gov
Bankers Life Advisory Services, Inc.	Chicago	14,270	$2.36 billion	$2.49 billion	adviserinfo.sec.gov
Segall Bryant & Hamill	Chicago	5,156	$1.66 billion	$22.64 billion	adviserinfo.sec.gov
Ipi Wealth Management, Inc.	Decatur	12,703	$1.62 billion	$2.66 billion	adviserinfo.sec.gov
M1 Advisory	Chicago	11,400	$1.48 billion	$1.48 billion	adviserinfo.sec.gov
Midwestern Securities Trading Co.,Llc	East Peoria	11,466	$1.44 billion	$1.98 billion	adviserinfo.sec.gov
Forum Financial Management, LP	Lombard	3,903	$1.43 billion	$8.69 billion	adviserinfo.sec.gov
Spiderrock Advisors, LLC	Chicago	2,339	$1.38 billion	$9.83 billion	adviserinfo.sec.gov
Iht Wealth Management LLC	Chicago	18,144	$1.34 billion	$9.80 billion	adviserinfo.sec.gov
Highpoint Planning Partners	Downers Grove	5,856	$1.23 billion	$4.78 billion	adviserinfo.sec.gov
Chicago Partners Investment Group LLC	Chicago	992	$1.23 billion	$7.47 billion	adviserinfo.sec.gov
The Mather Group, LLC	Chicago	1,897	$1.22 billion	$13.45 billion	adviserinfo.sec.gov
Great Lakes Advisors, LLC	Chicago	687	$1.11 billion	$16.16 billion	adviserinfo.sec.gov
Choreo, LLC	Rockford	2,402	$1.04 billion	$19.14 billion	adviserinfo.sec.gov
Zacks Investment Management, Inc.	Chicago	2,051	$1.01 billion	$14.59 billion	adviserinfo.sec.gov
Oak Ridge Investments, LLC	Chicago	3,626	$960.4 million	$1.70 billion	adviserinfo.sec.gov
Wisdom Financial Services, L.L.C.	Geneseo	1,518	$779.2 million	$779.2 million	adviserinfo.sec.gov
Gallagher Fiduciary Advisors, LLC	Rolling Meadows	3,770	$682.1 million	$194.82 billion	adviserinfo.sec.gov
Providence Wealth Advisors, LLC	Frankfort	617	$645.7 million	$684.4 million	adviserinfo.sec.gov
Retirement Plan Advisors, LLC	Chicago	7,994	$635.1 million	$3.54 billion	adviserinfo.sec.gov
Intentgen Financial Partners	Naperville	367	$613.9 million	$756.6 million	adviserinfo.sec.gov
Goldstone Financial Group, LLC	Oakbrook Terrace	1,467	$588.7 million	$1.05 billion	adviserinfo.sec.gov
Arete Wealth Advisors, LLC	Chicago	1,848	$521.6 million	$2.75 billion	adviserinfo.sec.gov
Cozad Asset Management Inc	Champaign	1,181	$511.9 million	$2.62 billion	adviserinfo.sec.gov
Mwa Financial Services, Inc.	Rock Island	1,905	$504.6 million	$640 million	adviserinfo.sec.gov
Alera Investment Advisors, LLC	Deerfield	1,682	$495.7 million	$5.29 billion	adviserinfo.sec.gov
Curi Capital, LLC	Chicago	1,318	$495.6 million	$11.58 billion	adviserinfo.sec.gov
CL Wealth Management LLC	Schaumburg	1,528	$493.5 million	$733.6 million	adviserinfo.sec.gov
Chicago Oakbrook Financial Group	Oak Brook	1,147	$479.2 million	$1.21 billion	adviserinfo.sec.gov
Strategic Investment Solutions, Inc.	Orland Park	2,446	$439.7 million	$830.2 million	adviserinfo.sec.gov
Sequoia Wealth Management, LLC	Barrington	1,548	$418.4 million	$599.6 million	adviserinfo.sec.gov
Sikich Financial	Springfield	919	$406.3 million	$1.18 billion	adviserinfo.sec.gov
Altair Advisers, LLC	Chicago	479	$403.8 million	$9.76 billion	adviserinfo.sec.gov
State Farm Investment Management Corp.	Bloomington	3,429	$402.9 million	$12.94 billion	adviserinfo.sec.gov
Walled Lake Planning & Wealth Management, LLC	Highland Park	321	$397.6 million	$732.2 million	adviserinfo.sec.gov
Fourstar Wealth Advisors, LLC	Chicago	1,466	$396.9 million	$1.42 billion	adviserinfo.sec.gov
Bentley Financial Group	Downers Grove	470	$392.8 million	$392.8 million	adviserinfo.sec.gov
Calamos Advisors LLC	Naperville	364	$369.5 million	$43.89 billion	adviserinfo.sec.gov
North Star Investment Management Corporation	Chicago	2,023	$365.8 million	$2.50 billion	adviserinfo.sec.gov
Klaas Financial Asset Advisors, LLC.	Loves Park	812	$365.4 million	$758.1 million	adviserinfo.sec.gov
World Equity Group, Inc.	Schaumburg	3,029	$364.3 million	$1.00 billion	adviserinfo.sec.gov
Calamos Wealth Management LLC	Naperville	931	$346.9 million	$5.48 billion	adviserinfo.sec.gov
The Planning Center, Inc.	Moline	570	$332 million	$1.37 billion	adviserinfo.sec.gov
First Trust Advisors LP	Wheaton	934	$317 million	$309.24 billion	adviserinfo.sec.gov
Bcu Wealth Advisors, LLC	Vernon Hills	739	$310.2 million	$653.6 million	adviserinfo.sec.gov
Slagle Financial, LLC.	Edwardsville	1,461	$306.2 million	$411.7 million	adviserinfo.sec.gov
Creekmur Asset Management, LLC	Morton	1,672	$305 million	$800 million	adviserinfo.sec.gov
Lester Financial Group, LLC	Champaign	731	$302.9 million	$398.6 million	adviserinfo.sec.gov
Rothschild Wealth LLC	Oakbrook	1,955	$294.4 million	$1.70 billion	adviserinfo.sec.gov
Rothschild Investment	Chicago	666	$281.8 million	$2.79 billion	adviserinfo.sec.gov
James T. Borello & Co.	East Dundee	634	$274.8 million	$621.9 million	adviserinfo.sec.gov
E. a. Horwitz LLC	Deerfield	347	$263.9 million	$272.6 million	adviserinfo.sec.gov
Capstone Financial Advisors Inc	Downers Grove	692	$263.6 million	$2.87 billion	adviserinfo.sec.gov
Leelyn Smith, LLC	Geneva	583	$258.8 million	$852.3 million	adviserinfo.sec.gov
TSFG, LLC	Lake Forest	654	$248.3 million	$642.8 million	adviserinfo.sec.gov
Harvest Investment Services, LLC	Oakbrook Terrace	1,316	$248.1 million	$758.4 million	adviserinfo.sec.gov
Carter Financial Group, Inc.	Barrington	777	$236.5 million	$382.2 million	adviserinfo.sec.gov
Vertex Partners	Downers Grove	552	$236.3 million	$1.01 billion	adviserinfo.sec.gov
Total Clarity Wealth Management, Inc	St. Charles	778	$232 million	$755.4 million	adviserinfo.sec.gov
SGL Financial, LLC	Buffalo Grove	795	$222.1 million	$416 million	adviserinfo.sec.gov
JMG Financial Group LTD	Downers Grove	373	$214.1 million	$7.50 billion	adviserinfo.sec.gov
David Vaughan Investments, LLC	Peoria	443	$210.7 million	$5.33 billion	adviserinfo.sec.gov
Centric Wealth Management, LLC	Chicago	442	$201.3 million	$792.9 million	adviserinfo.sec.gov
Mentor Capital Management Inc.	Chicago	227	$200.7 million	$226.4 million	adviserinfo.sec.gov
Horizon Wealth Management	LA Grange	868	$198.3 million	$1.08 billion	adviserinfo.sec.gov
Nadler Financial Group, Inc.	Deerfield	589	$198 million	$2.18 billion	adviserinfo.sec.gov
Rooted Wealth Advisors	Bourbonnais	1,500	$197.7 million	$408.8 million	adviserinfo.sec.gov
Clearwater Capital Partners	Hoffman Estates	579	$193.2 million	$1.68 billion	adviserinfo.sec.gov
Hendricks Wealth and Estate Management	Algonquin	752	$190.9 million	$536.1 million	adviserinfo.sec.gov
Taiko Private Wealth	Chicago	25	$190.6 million	$514.8 million	adviserinfo.sec.gov
Interactive Financial Advisors	New Lenox	1,275	$188.5 million	$240.4 million	adviserinfo.sec.gov
Skinner, Copper & Ehmen Wealth Management, LLC	Springfield	394	$187.6 million	$705.7 million	adviserinfo.sec.gov
Evergreen Wealth	Springfield	434	$185.6 million	$1.18 billion	adviserinfo.sec.gov
Romano Wealth Management	Evanston	456	$185 million	$1.54 billion	adviserinfo.sec.gov
Archford Capital Strategies, LLC	Swansea	496	$182.8 million	$1.49 billion	adviserinfo.sec.gov
210 Financial	Morton	904	$181.2 million	$242.8 million	adviserinfo.sec.gov
Northern Trust Securities, Inc	Chicago	618	$175.1 million	$1.66 billion	adviserinfo.sec.gov
North Shore Investment Consulting LLC	Wilmette	102	$168.5 million	$170.5 million	adviserinfo.sec.gov
Monere Wealth Management, Inc.	Schaumburg	250	$167 million	$312 million	adviserinfo.sec.gov
Vestor Capital, LLC	Chicago	605	$161.9 million	$2.28 billion	adviserinfo.sec.gov
15 Wealth Advisors LLC	Mundelein	537	$160.2 million	$481.5 million	adviserinfo.sec.gov
Cresset Asset Management, LLC	Chicago	1,079	$156.4 million	$78.94 billion	adviserinfo.sec.gov
Embree Financial Group	Chicago	472	$153.2 million	$2.64 billion	adviserinfo.sec.gov
Mps-Loria Financial Planners,Llc	Burr Ridge	489	$153.1 million	$826.6 million	adviserinfo.sec.gov
Pekin Hardy Strauss, Inc.	Chicago	380	$152.5 million	$1.55 billion	adviserinfo.sec.gov
Chicago Investment Advisory Group	Mokena	697	$152.1 million	$275.1 million	adviserinfo.sec.gov
O'Connor Financial Group LLC	Quincy	305	$151.8 million	$275.3 million	adviserinfo.sec.gov
Bos Asset Management, LLC	Springfield	438	$151.8 million	$1.03 billion	adviserinfo.sec.gov
Vantage Point Financial, LLC	Lisle	413	$147.3 million	$484.6 million	adviserinfo.sec.gov
River Street Advisors, LLC	Aurora	338	$140.3 million	$539.2 million	adviserinfo.sec.gov
T2 Asset Management, LLC	Naperville	550	$140 million	$180 million	adviserinfo.sec.gov
Wellment Financial	Elmhurst	329	$136.3 million	$312.7 million	adviserinfo.sec.gov
Performance Wealth	Hinsdale	440	$133.1 million	$4.09 billion	adviserinfo.sec.gov
Lucas Group Financial Advisors, LLC	Freeport	340	$131 million	$337.7 million	adviserinfo.sec.gov
Busey Capital Management, Inc.	Urbana	373	$130.8 million	$493.8 million	adviserinfo.sec.gov
Lantz Financial LLC	Naperville	414	$129.4 million	$994.1 million	adviserinfo.sec.gov
Stephen Smith Financial Inc.	Schaumburg	160	$129 million	$129 million	adviserinfo.sec.gov
PR Wealth Management Group	East Moline	420	$126.7 million	$164.9 million	adviserinfo.sec.gov
Bates Financial Advisors, Inc.	Rockford	267	$126.2 million	$439.2 million	adviserinfo.sec.gov
Carsonallaria Wealth Management, LTD.	Glen Carbon	461	$123.7 million	$791.8 million	adviserinfo.sec.gov
Millington Financial Advisors, LLC	Naperville	145	$122.9 million	$291.4 million	adviserinfo.sec.gov
Clark Wealth Partners, LLC	O'Fallon	383	$118.3 million	$259.9 million	adviserinfo.sec.gov
Chicago Capital, LLC	Chicago	373	$116.1 million	$4.82 billion	adviserinfo.sec.gov
Stenger Family Office, LLC	Naperville	578	$115.3 million	$734.9 million	adviserinfo.sec.gov
Estate & Trust Advisors	Riverwoods	140	$115 million	$256.5 million	adviserinfo.sec.gov
Ruedi Wealth Management, Inc.	Champaign	335	$113.9 million	$498 million	adviserinfo.sec.gov
4wealth Advisors, Inc.	Burr Ridge	448	$111.8 million	$275.3 million	adviserinfo.sec.gov
RPC Private Wealth, LLC	Hinsdale	255	$111 million	$286.3 million	adviserinfo.sec.gov
Serenity Investment Advisors	Chicago	364	$110.2 million	$513.6 million	adviserinfo.sec.gov
Cohen Capital	Chicago	477	$108.5 million	$1.10 billion	adviserinfo.sec.gov
Stride Investments, LLC	Chicago	448	$108.2 million	$200.9 million	adviserinfo.sec.gov
Vertis Wealth, LLC	Chicago	813	$103.4 million	$140.7 million	adviserinfo.sec.gov
Lifewise Wealth Advisors	Champaign	300	$102 million	$491.9 million	adviserinfo.sec.gov
Advisory Research Inc	Chicago	275	$100.8 million	$991.3 million	adviserinfo.sec.gov
Tenet Wealth Partners, LLC	Champaign	346	$99.8 million	$246.9 million	adviserinfo.sec.gov
Cyr Financial Inc.	Hennepin	426	$99.7 million	$180.5 million	adviserinfo.sec.gov
Ergawealth Advisors, Inc.	Oak Brook	317	$99.5 million	$341.5 million	adviserinfo.sec.gov
Inspirion Wealth Advisors, LLC	Libertyville	492	$98.8 million	$1.39 billion	adviserinfo.sec.gov
Significant Wealth Partners LLC	Cary	831	$96.2 million	$126.1 million	adviserinfo.sec.gov
Wall Street Financial Group, Inc.	Carlinville	379	$95 million	$187.7 million	adviserinfo.sec.gov
Via IV Investments, LLC	Burr Ridge	461	$94.1 million	$221.8 million	adviserinfo.sec.gov
Keb Wealth Advisors	Springfield	318	$93.3 million	$1.27 billion	adviserinfo.sec.gov
Lake Street	Chicago	304	$93 million	$1.16 billion	adviserinfo.sec.gov
Prairie Rivers Investments, LLC	Robinson	243	$91.9 million	$249.3 million	adviserinfo.sec.gov
Latko Wealth Management, LTD.	Frankfort	356	$91.2 million	$327.2 million	adviserinfo.sec.gov
Quad City Investment Center	Moline	455	$89.1 million	$408 million	adviserinfo.sec.gov
Fort Sheridan Advisors LLC	Highland Park	218	$88.7 million	$1.03 billion	adviserinfo.sec.gov
Fra Wealth Management LLC	O'Fallon	902	$88.2 million	$112.8 million	adviserinfo.sec.gov
Rai Wealth	Naperville	281	$87.8 million	$530.8 million	adviserinfo.sec.gov
The Dala Group, LLC	Hoffman Estates	192	$87.6 million	$265.2 million	adviserinfo.sec.gov
Maynerich Financial	Virden	457	$87.1 million	$122.5 million	adviserinfo.sec.gov
Phase III Advisory Services, LTD	Buffalo Grove	414	$86.8 million	$210.9 million	adviserinfo.sec.gov
Pinnacle Financial Group LLC	Western Springs	194	$86.8 million	$672.7 million	adviserinfo.sec.gov
Masus Financial Group, LTD.	Batavia	244	$86.7 million	$190.6 million	adviserinfo.sec.gov
RCM Wealth Advisors	Chicago	646	$86 million	$388.8 million	adviserinfo.sec.gov
Daly Investment Management, LLC	Mount Prospect	36	$85.8 million	$123.5 million	adviserinfo.sec.gov
Zendamentals	Chicago	388	$85.8 million	$160.7 million	adviserinfo.sec.gov
Kinnamon & Associates LTD II	Barrington	113	$84.9 million	$117.6 million	adviserinfo.sec.gov
Madden Funds Management	Oak Park	110	$84.9 million	$217.9 million	adviserinfo.sec.gov
Moller Wealth Partners	Northfield	159	$84.7 million	$755.9 million	adviserinfo.sec.gov
Roberts, Glore & Co.	Deerfield	197	$84.6 million	$938.4 million	adviserinfo.sec.gov
Liberty Asset Management, Inc.	Woodridge	204	$84 million	$172.7 million	adviserinfo.sec.gov
Lakeshore Capital Group, Inc.	Rolling Meadows	181	$84 million	$181.5 million	adviserinfo.sec.gov
Mediqus Asset Advisors, Inc.	Chicago	409	$83.8 million	$1.46 billion	adviserinfo.sec.gov
Tetley Investments, LLC	Park Ridge	54	$83.8 million	$193.9 million	adviserinfo.sec.gov
Powers Advisory Group, LLC	Highland	450	$81.4 million	$329.5 million	adviserinfo.sec.gov
Chicago Capital Management Advisors, LLC	Lisle	562	$80.5 million	$135.2 million	adviserinfo.sec.gov
Chicago Investment Advisory Council, Inc.	St. Charles	1,000	$80 million	$230 million	adviserinfo.sec.gov
Prairieview Wealth & Tax Advisors	Frankfort	213	$77.3 million	$207.5 million	adviserinfo.sec.gov
Cambridge Capital Management, LLC	O'Fallon	227	$76.3 million	$457.8 million	adviserinfo.sec.gov
Hemsley Advisors, LTD.	Chicago	197	$76.1 million	$638.1 million	adviserinfo.sec.gov
Essex LLC	Deer Park	414	$75.3 million	$649.3 million	adviserinfo.sec.gov
Aza Capital Management	Chicago	226	$73.5 million	$339.6 million	adviserinfo.sec.gov
Graybill Wealth Management, LTD.	Elmhurst	168	$73.5 million	$525.8 million	adviserinfo.sec.gov
Signature Financial Services, LTD	Arlington Heights	260	$72 million	$274 million	adviserinfo.sec.gov
Treetop Wealth Management, LLC	Northfield	50	$70 million	$210 million	adviserinfo.sec.gov
LCM Capital Management Inc	Chicago	262	$69.1 million	$403 million	adviserinfo.sec.gov
Pendulum Wealth Partners	Itasca	165	$68.3 million	$282.8 million	adviserinfo.sec.gov
Matrix Private Capital Group	Chicago	84	$67.7 million	$561 million	adviserinfo.sec.gov
Arlington Wealth Management	Arlington Heights	165	$67.2 million	$235.9 million	adviserinfo.sec.gov
Journey Financial Group, Inc.	Buffalo Grove	214	$66 million	$336.5 million	adviserinfo.sec.gov
Holder Wealth Management	Champaign	218	$65.8 million	$284 million	adviserinfo.sec.gov
Mack Investment Securities, Inc.	Northfield	379	$65 million	$302.6 million	adviserinfo.sec.gov
Zuckerman Investment Group	Chicago	159	$64.9 million	$2.17 billion	adviserinfo.sec.gov
Linden Wealth Management LLC	Oak Park	41	$64.5 million	$192.3 million	adviserinfo.sec.gov
Advanced Planning Advisors Group Inc.	Naperville	194	$64 million	$120.4 million	adviserinfo.sec.gov
McDonnell Capital Management	Frankfort	108	$63.6 million	$166.7 million	adviserinfo.sec.gov
Stonebridge Wealth Management LLC	Oak Brook	200	$63.5 million	$283.3 million	adviserinfo.sec.gov
Sawyer Falduto Asset Management, LLC	Elmhurst	203	$62.9 million	$896.5 million	adviserinfo.sec.gov
Meredith Wealth Planning	Maryville	105	$62.7 million	$478.7 million	adviserinfo.sec.gov
Unique Wealth Strategies	Burr Ridge	187	$60 million	$381.5 million	adviserinfo.sec.gov
Vermillion Financial Advisors, Inc.	South Barrington	162	$59.2 million	$386.7 million	adviserinfo.sec.gov
Savant Investment Advisers, Inc.	Homewood	210	$59.2 million	$162.5 million	adviserinfo.sec.gov
Copperwood Financial	Burr Ridge	216	$59.2 million	$119.6 million	adviserinfo.sec.gov
Kenora Financial, LLC	Des Plaines	120	$58.6 million	$315.8 million	adviserinfo.sec.gov
McBeath Financial Group	Normal	139	$57.7 million	$287 million	adviserinfo.sec.gov
Vital Wealth Management, LLC	Rosemont	214	$57.6 million	$300.8 million	adviserinfo.sec.gov
Leslie Global Wealth, LLC	Itasca	221	$55.5 million	$446.8 million	adviserinfo.sec.gov
Pacesetter Financial Group, L.L.C.	Lincoln	307	$55.4 million	$170.5 million	adviserinfo.sec.gov
Studio Investment Management	Chicago	149	$54.8 million	$903 million	adviserinfo.sec.gov
Kuhn Wealth Management Inc.	Schaumburg	233	$54.6 million	$150.8 million	adviserinfo.sec.gov
PMG Wealth Management	Hawthorn Woods	299	$53.8 million	$198.3 million	adviserinfo.sec.gov
Arena Private Wealth	Chicago	65	$53.8 million	$404.7 million	adviserinfo.sec.gov
Mirretti Perryman Wealth Strategies, LLC	Skokie	124	$53.4 million	$178.9 million	adviserinfo.sec.gov
KRM Financial Planning & Wealth Management, LLC	St. Charles	126	$51.7 million	$211.5 million	adviserinfo.sec.gov
Coyle	Glenview	204	$51.5 million	$1.05 billion	adviserinfo.sec.gov
CTS Financial Planning, Inc.	Chicago	160	$51.5 million	$313.9 million	adviserinfo.sec.gov
Midwest Financial Associates, Inc.	Rockford	260	$51.1 million	$123.9 million	adviserinfo.sec.gov
Arbor Financial Services, LLC	Downers Grove	202	$51 million	$122.2 million	adviserinfo.sec.gov
North Shore Private Asset Management, LLC	Lake Forest	80	$50.8 million	$572.6 million	adviserinfo.sec.gov
The Planning Group	Northfield	192	$50.6 million	$291.5 million	adviserinfo.sec.gov
Chicago Wealth Management, Inc.	Chicago	172	$50.6 million	$365.7 million	adviserinfo.sec.gov
Three Sixty	Bloomington	132	$50.4 million	$190.1 million	adviserinfo.sec.gov
Dearborn Partners L.L.C.	Chicago	108	$49 million	$2.74 billion	adviserinfo.sec.gov
Mendel Money Management Inc	Northbrook	135	$48 million	$317.1 million	adviserinfo.sec.gov
ARK Advisors LLC	Bloomington	205	$47.4 million	$195.6 million	adviserinfo.sec.gov
Dibenedetto & Associates LTD	Loves Park	225	$46.4 million	$333.1 million	adviserinfo.sec.gov
Regal Advisory Services, Inc.	Glenview	224	$46.1 million	$121.4 million	adviserinfo.sec.gov
Fiduciary Financial Partners, LLC	Naperville	114	$44.6 million	$293.3 million	adviserinfo.sec.gov
The Nestegg Group, Inc.	Lincolnwood	122	$44.1 million	$331 million	adviserinfo.sec.gov
Midwest Financial Network, LLC	Tinley Park	138	$43.6 million	$141.9 million	adviserinfo.sec.gov
Hedeker Wealth LLC	Lincolnshire	90	$43.5 million	$595.1 million	adviserinfo.sec.gov
Blue Haven Capital, LLC	Geneva	166	$43.4 million	$121.5 million	adviserinfo.sec.gov
Pathfinder Advisory, Inc.	Rockford	95	$43 million	$121.4 million	adviserinfo.sec.gov
DHJJ Financial Advisors	Naperville	183	$42.5 million	$623.4 million	adviserinfo.sec.gov
Woodfield Financial Advisors, Inc.	Deer Park	245	$41.4 million	$230.1 million	adviserinfo.sec.gov
Wolf Financial Advisors LLC	Pekin	75	$41.3 million	$124.9 million	adviserinfo.sec.gov
Iron Financial LLC	Northbrook	124	$40.9 million	$489.2 million	adviserinfo.sec.gov
Financial Elements, Inc	Rolling Meadows	64	$40.8 million	$192.6 million	adviserinfo.sec.gov
Quincy Wells Advisors, LLC	Chicago	232	$40.5 million	$87.3 million	adviserinfo.sec.gov
American Community Wealth Management, LLC	Crystal Lake	205	$40 million	$195.4 million	adviserinfo.sec.gov
Wealthspire Institutional, LLC	Chicago	171	$39.3 million	$97.54 billion	adviserinfo.sec.gov
Benchmark Capital Group LTD.	Galena	113	$38.7 million	$173.6 million	adviserinfo.sec.gov
Kruse Asset Management, LLC	Chicago	152	$38.4 million	$146.2 million	adviserinfo.sec.gov
Left Brain Wealth Management, LLC	Naperville	112	$38.2 million	$340.4 million	adviserinfo.sec.gov
KDM Wealth Management Inc.	Geneva	112	$37.8 million	$112.2 million	adviserinfo.sec.gov
Equity Armor Investments	Chicago	89	$36.8 million	$184.3 million	adviserinfo.sec.gov
Factor Wealth Management	Chicago	64	$36.2 million	$781 million	adviserinfo.sec.gov
KKM Financial LLC	Chicago	109	$35.8 million	$865.7 million	adviserinfo.sec.gov
Hartline Investment Corporation	Winnetka	158	$35.3 million	$935.5 million	adviserinfo.sec.gov
Hinsdale Associates	Hinsdale	116	$34.7 million	$120.1 million	adviserinfo.sec.gov
Sterling Wealth Management, Inc.	Champaign	103	$34.7 million	$494.6 million	adviserinfo.sec.gov
Expressive Wealth LLC	Chicago	129	$34.3 million	$165.2 million	adviserinfo.sec.gov
Watershed Private Wealth	Oak Brook	65	$34.2 million	$413.7 million	adviserinfo.sec.gov
New Vernon Wealth Management LLC	Highland Park	90	$33.9 million	$781 million	adviserinfo.sec.gov
Financial Design Studio, Inc.	Deer Park	102	$33.7 million	$105.5 million	adviserinfo.sec.gov
Bard Associates Inc	Chicago	87	$32.3 million	$416.2 million	adviserinfo.sec.gov
Barrett Wealth Connection LLC	Spring Grove	104	$30.9 million	$148 million	adviserinfo.sec.gov
Detterbeck Wealth Management	Palatine	75	$30.4 million	$279.2 million	adviserinfo.sec.gov
Crescent Grove Advisors	Lake Forest	35	$30.3 million	$5.50 billion	adviserinfo.sec.gov
Illuminate Wealth Management	Barrington	37	$29.4 million	$167.6 million	adviserinfo.sec.gov
Sage Private Wealth Group, LLC	Oakbrook Terrace	146	$28.3 million	$440.8 million	adviserinfo.sec.gov
McCulley Financial Group, LLC	Westchester	119	$28.1 million	$188.7 million	adviserinfo.sec.gov
Midland Wealth Management	Effingham	119	$27.6 million	$3.16 billion	adviserinfo.sec.gov
Pebble Valley Wealth Management	Western Springs	56	$27.4 million	$129.5 million	adviserinfo.sec.gov
Blue Line Capital	Chicago	97	$25.8 million	$131.9 million	adviserinfo.sec.gov
New England Research & Management, Inc.	Chicago	79	$25.8 million	$337.1 million	adviserinfo.sec.gov
Stone Island Financial Planning	Naperville	28	$25.5 million	$134 million	adviserinfo.sec.gov
Guardian Wealth Management Inc.	Peoria	87	$25.4 million	$289.1 million	adviserinfo.sec.gov
Mitchell Vaught & Taylor Inc	Chicago	67	$24.1 million	$42.4 million	adviserinfo.sec.gov
103 Advisory Group	Chicago	49	$23.9 million	$257.2 million	adviserinfo.sec.gov
Lakewood Asset Management, LLC	Naperville	85	$23 million	$248.7 million	adviserinfo.sec.gov
Uhlmann Investment Management, L.L.C.	Skokie	229	$23 million	$273.2 million	adviserinfo.sec.gov
Kuhn Capital Partners	Oak Brook	133	$23 million	$169.9 million	adviserinfo.sec.gov
Forest Asset Management LLC	Riverside	51	$22.7 million	$230.7 million	adviserinfo.sec.gov
Opus Financial Solutions LLC	Downers Grove	75	$22.7 million	$150.8 million	adviserinfo.sec.gov
Greenrock Research, Inc.	Chicago	4	$21.5 million	$863.9 million	adviserinfo.sec.gov
Oak Wealth Advisors LLC	Northbrook	67	$21.4 million	$373.7 million	adviserinfo.sec.gov
Shankervalleau Wealth Advisors, Inc.	Skokie	73	$21.4 million	$645.3 million	adviserinfo.sec.gov
Sebold Capital Management, Inc	Lisle	75	$20.9 million	$364.3 million	adviserinfo.sec.gov
Parkside Investments, LLC	Deerfield	51	$20.9 million	$1.44 billion	adviserinfo.sec.gov
Burling Wealth Partners	Chicago	67	$20.9 million	$1.00 billion	adviserinfo.sec.gov
Windrock Wealth Management	Naperville	32	$20.8 million	$363.2 million	adviserinfo.sec.gov
Trifecta Capital Advisors, LLC	Northbrook	37	$20.4 million	$927.4 million	adviserinfo.sec.gov
Harbour Financial Resources, LTD	Skokie	58	$20.4 million	$189.8 million	adviserinfo.sec.gov
Urban Financial Advisory Corporation	Chicago	72	$20.2 million	$1.49 billion	adviserinfo.sec.gov
Oak Family Advisors, LLC	Chicago	72	$20 million	$621 million	adviserinfo.sec.gov
Precise Investment Management, Inc.	Highland Park	25	$20 million	$349.2 million	adviserinfo.sec.gov
Altman Advisors	Chicago	79	$19.9 million	$483.4 million	adviserinfo.sec.gov
Prism Planning Partners	Libertyville	96	$19.8 million	$241.5 million	adviserinfo.sec.gov
Johnston Investment Counsel, LTD.	Peoria	58	$19.7 million	$125 million	adviserinfo.sec.gov
Trueman Brown	Lake Zurich	83	$19.7 million	$196.1 million	adviserinfo.sec.gov
Rail-Splitter Capital Management LLC	Winnetka	12	$18.5 million	$484.1 million	adviserinfo.sec.gov
Engage Wealth Group, LLC	Northfield	43	$17.8 million	$119.5 million	adviserinfo.sec.gov
Parkview Asset Management, Inc.	Oakbrook Terrace	49	$17.2 million	$206.1 million	adviserinfo.sec.gov
Steward Advisors, LLC	Chicago	54	$17.1 million	$160.7 million	adviserinfo.sec.gov
Lifepoint Planning	Schaumburg	57	$16.8 million	$168.5 million	adviserinfo.sec.gov
Bluestem Financial Advisors, LLC	Savoy	36	$16.6 million	$358.2 million	adviserinfo.sec.gov
Signet Private Wealth, LLC	Chicago	41	$16.2 million	$189.7 million	adviserinfo.sec.gov
MWS Capital Consultants LLC	Chicago	65	$15.9 million	$193.7 million	adviserinfo.sec.gov
McLaughlin Asset Management, Inc.	Danville	55	$15.7 million	$176.1 million	adviserinfo.sec.gov
Mpi Wealth Management LLC	Hinsdale	43	$15.3 million	$233.6 million	adviserinfo.sec.gov
Riverpoint Wealth Management	Chicago	66	$15.2 million	$906.2 million	adviserinfo.sec.gov
Oberweis Asset Management Inc	Lisle	30	$14.7 million	$5.06 billion	adviserinfo.sec.gov
Patrick M. Sweeney & Associates, Inc	Libertyville	31	$14.5 million	$252.5 million	adviserinfo.sec.gov
Alley Company	Lake Forest	36	$14.1 million	$907.2 million	adviserinfo.sec.gov
Mosaic Fi LLC	Lincolnshire	95	$14.1 million	$112.8 million	adviserinfo.sec.gov
Access Financial Group, Inc.	Chicago	8	$14 million	$302.3 million	adviserinfo.sec.gov
Midway Capital Research & Management LLC	Chicago	22	$14 million	$110.4 million	adviserinfo.sec.gov
Tall Pines Capital, LLC	Oak Brook	49	$13.4 million	$25 million	adviserinfo.sec.gov
Blue Sky Investment Partners, Inc.	Evanston	26	$13.1 million	$118 million	adviserinfo.sec.gov
Alo Financial Planning	Mount Prospect	28	$12.9 million	$120.9 million	adviserinfo.sec.gov
Marcus Capital, LLC	Northfield	56	$12.9 million	$129.2 million	adviserinfo.sec.gov
Boon Capital Advisors LLC	Northbrook	31	$12.4 million	$185 million	adviserinfo.sec.gov
Chesley, Taft & Associates, LLC	Chicago	32	$10.9 million	$3.01 billion	adviserinfo.sec.gov
Arthur M. Cohen & Associates LLC	Northbrook	26	$10.4 million	$1.11 billion	adviserinfo.sec.gov
Mowery & Schoenfeld Wealth Management, LLC	Lincolnshire	42	$9.8 million	$524.4 million	adviserinfo.sec.gov
Horizon Family Wealth, Inc.	Chicago	29	$9 million	$278.8 million	adviserinfo.sec.gov
Strategic Portfolio Managers	Northfield	40	$8.7 million	$127.1 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.