Data / Investment advisers / Serving investment companies / Illinois
Investment advisers in Illinois serving investment companies: 84 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
84 SEC registered investment advisers with a main office in Illinois report investment companies among their clients in Form ADV item 5.D, and together they attribute $2.1 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Invesco Capital Management LLC.
The request: Every investment adviser in Illinois that serves investment companies, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 84Advisers
- $2.1 trillionAUM from this client type
- 79Advisers over $100 million
- November 2, 2026File date
Advisers in Illinois serving investment companies
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 |
|---|
| Invesco Capital Management LLC | Downers Grove | 228 | $804.39 billion | $941.02 billion | adviserinfo.sec.gov |
| First Trust Advisors LP | Wheaton | 1,954 | $297.51 billion | $309.24 billion | adviserinfo.sec.gov |
| Northern Trust Investments, Incorporated | Chicago | 104 | $294.53 billion | $1.25 trillion | adviserinfo.sec.gov |
| Nuveen Fund Advisors, LLC | Chicago | 142 | $147.38 billion | $186.25 billion | adviserinfo.sec.gov |
| Nuveen Asset Management, LLC | Chicago | 138 | $140.21 billion | $280.48 billion | adviserinfo.sec.gov |
| Harris | Oakmark | Chicago | 19 | $78.67 billion | $109.48 billion | adviserinfo.sec.gov |
| Harbor Capital Advisors, Inc. | Chicago | 3 | $50.79 billion | $67.64 billion | adviserinfo.sec.gov |
| Calamos Advisors LLC | Naperville | 74 | $40.00 billion | $43.89 billion | adviserinfo.sec.gov |
| Innovator Capital Management, LLC | Wheaton | 1 | $30.24 billion | $30.24 billion | adviserinfo.sec.gov |
| Milliman Financial Risk Management LLC | Chicago | 50 | $25.89 billion | $40.33 billion | adviserinfo.sec.gov |
| Amplify Etfs | Lisle | 37 | $16.85 billion | $17.70 billion | adviserinfo.sec.gov |
| William Blair Investment Management, LLC | Chicago | 29 | $15.84 billion | $65.60 billion | adviserinfo.sec.gov |
| LSV Asset Management | Chicago | 10 | $15.50 billion | $104.25 billion | adviserinfo.sec.gov |
| State Farm Investment Management Corp. | Bloomington | 1 | $12.46 billion | $12.94 billion | adviserinfo.sec.gov |
| Christian Brothers Investment Services, Inc. | Chicago | 1 | $11.94 billion | $11.94 billion | adviserinfo.sec.gov |
| PT Asset Management, LLC | Chicago | 4 | $11.33 billion | $11.35 billion | adviserinfo.sec.gov |
| L&G, Asset Management, America | Chicago | 2 | $10.83 billion | $267.16 billion | adviserinfo.sec.gov |
| Driehaus Capital Management LLC | Chicago | 18 | $10.28 billion | $26.12 billion | adviserinfo.sec.gov |
| Guggenheim Funds Distributors, LLC | Chicago | 1 | $7.80 billion | $7.80 billion | adviserinfo.sec.gov |
| First Trust Capital Management L.P. | Chicago | 25 | $7.72 billion | $12.66 billion | adviserinfo.sec.gov |
| Duff & Phelps Investment Management Co. | Chicago | 14 | $7.51 billion | $12.75 billion | adviserinfo.sec.gov |
| Rreef America L.L.C. | Chicago | 6 | $6.81 billion | $34.34 billion | adviserinfo.sec.gov |
| Morningstar Investment Management LLC | Chicago | 3 | $6.24 billion | $87.82 billion | adviserinfo.sec.gov |
| Great Lakes Advisors, LLC | Chicago | 5 | $4.44 billion | $16.16 billion | adviserinfo.sec.gov |
| Invesco Investment Advisers LLC | Downers Grove | 1,116 | $4.37 billion | $4.37 billion | adviserinfo.sec.gov |
| Ariel Investments, LLC | Chicago | 7 | $4.23 billion | $12.78 billion | adviserinfo.sec.gov |
| Guggenheim Investments | Chicago | 3 | $4.12 billion | $4.12 billion | adviserinfo.sec.gov |
| Segall Bryant & Hamill | Chicago | 22 | $4.07 billion | $22.64 billion | adviserinfo.sec.gov |
| PPM America Inc | Chicago | 1 | $3.44 billion | $93.79 billion | adviserinfo.sec.gov |
| Oberweis Asset Management Inc | Lisle | 6 | $3.24 billion | $5.06 billion | adviserinfo.sec.gov |
| North Square Investments, LLC | Chicago | 14 | $3.15 billion | $3.15 billion | adviserinfo.sec.gov |
| CIBC Private Wealth Advisors, Inc. | Chicago | 6 | $2.06 billion | $67.84 billion | adviserinfo.sec.gov |
| Distillate Capital Partners LLC | Chicago | 3 | $2.00 billion | $2.11 billion | adviserinfo.sec.gov |
| Madison Avenue Solutions, LLC | Chicago | 6 | $1.48 billion | $2.06 billion | adviserinfo.sec.gov |
| Altair Advisers, LLC | Chicago | 1 | $1.42 billion | $9.76 billion | adviserinfo.sec.gov |
| Truemark Investments | Chicago | 27 | $1.42 billion | $1.42 billion | adviserinfo.sec.gov |
| Curi Capital, LLC | Chicago | 8 | $1.16 billion | $11.58 billion | adviserinfo.sec.gov |
| Xa Investments | Chicago | 3 | $865.6 million | $865.6 million | adviserinfo.sec.gov |
| Zacks Investment Management, Inc. | Chicago | 8 | $809.1 million | $14.59 billion | adviserinfo.sec.gov |
| Corgi Strategies, LLC | Chicago | 206 | $799.3 million | $799.3 million | adviserinfo.sec.gov |
| Brookstone Asset Management, LLC | Wheaton | 8 | $597.9 million | $597.9 million | adviserinfo.sec.gov |
| KKM Financial LLC | Chicago | 2 | $596.2 million | $865.7 million | adviserinfo.sec.gov |
| Dearborn Partners L.L.C. | Chicago | 1 | $570.3 million | $2.74 billion | adviserinfo.sec.gov |
| Ofs Capital Management, LLC | Chicago | 2 | $568.2 million | $1.76 billion | adviserinfo.sec.gov |
| Maren Capital | Chicago | 2 | $558.5 million | $2.08 billion | adviserinfo.sec.gov |
| Adams Street Advisors, LLC | Chicago | 1 | $558.2 million | $672.1 million | adviserinfo.sec.gov |
| Security Capital Research & Management Incorporated | Chicago | 2 | $547.1 million | $3.30 billion | adviserinfo.sec.gov |
| Dolan McEniry Capital Management LLC | Chicago | 1 | $486.4 million | $13.76 billion | adviserinfo.sec.gov |
| North Star Investment Management Corporation | Chicago | 5 | $397.8 million | $2.50 billion | adviserinfo.sec.gov |
| Dearborn Capital Management, LLC | Chicago | 2 | $360.9 million | $360.9 million | adviserinfo.sec.gov |
| Bruce & Co Inc | Chicago | 1 | $347.8 million | $379.5 million | adviserinfo.sec.gov |
| Booster Asset Management, LLC | Wheaton | 1 | $346.1 million | $346.1 million | adviserinfo.sec.gov |
| The Future Fund LLC | Chicago | 3 | $314.4 million | $314.4 million | adviserinfo.sec.gov |
| GCM Grosvenor L.P. | Chicago | 4 | $313.2 million | $95.49 billion | adviserinfo.sec.gov |
| Castleark Management LLC | Chicago | 1 | $311.7 million | $4.59 billion | adviserinfo.sec.gov |
| Emc Capital Advisors, LLC | Bannockburn | 1 | $304.7 million | $304.7 million | adviserinfo.sec.gov |
| 50 South Capital Advisors, LLC | Chicago | 1 | $297.7 million | $16.07 billion | adviserinfo.sec.gov |
| Allied Asset Advisors Inc | Hometown | 1 | $262 million | $262 million | adviserinfo.sec.gov |
| Magnetar Asset Management LLC | Evanston | 1 | $200 million | $1.92 billion | adviserinfo.sec.gov |
| Efficient Capital Management LLC | Warrenville | 1 | $179.3 million | $1.16 billion | adviserinfo.sec.gov |
| Cedar Street Asset Management LLC | Chicago | 1 | $179.2 million | $938.4 million | adviserinfo.sec.gov |
| Magellan Investment Partners North America, Inc. | Westmont | 2 | $162.2 million | $162.2 million | adviserinfo.sec.gov |
| Monetta Financial Services Inc | Wheaton | 2 | $144.8 million | $144.8 million | adviserinfo.sec.gov |
| Heitman Real Estate Securities LLC | Chicago | 1 | $138.2 million | $1.82 billion | adviserinfo.sec.gov |
| Channing Capital Management, LLC | Chicago | 2 | $127.1 million | $4.25 billion | adviserinfo.sec.gov |
| Hull Tactical | Chicago | 1 | $127 million | $177 million | adviserinfo.sec.gov |
| Evanston Capital Management, LLC | Evanston | 1 | $94 million | $4.49 billion | adviserinfo.sec.gov |
| Liberty One Investment Management | Libertyville | 3 | $85.4 million | $1.05 billion | adviserinfo.sec.gov |
| Equity Armor Investments | Chicago | 2 | $69.6 million | $184.3 million | adviserinfo.sec.gov |
| Lind Capital Partners | Evanston | 1 | $68.5 million | $235 million | adviserinfo.sec.gov |
| V-Square Quantitative Management | Chicago | 1 | $38.8 million | $1.42 billion | adviserinfo.sec.gov |
| Cgam | Naperville | 3 | $26.8 million | $26.8 million | adviserinfo.sec.gov |
| Fairway Capital Management, LLC | Chicago | 1 | $26.7 million | $89.3 million | adviserinfo.sec.gov |
| Advisory Research Inc | Chicago | 1 | $24.2 million | $991.3 million | adviserinfo.sec.gov |
| Brentview Investment Management, LLC | Rosemont | 5 | $16.2 million | $265.7 million | adviserinfo.sec.gov |
| SCG Asset Management LLC | Naperville | 1 | $13.8 million | $158.7 million | adviserinfo.sec.gov |
| G-Legion, LLC | Chicago | 1 | $12.6 million | $12.6 million | adviserinfo.sec.gov |
| Kerberos Capital Management LLC | Chicago | 1 | $6.5 million | $412.2 million | adviserinfo.sec.gov |
| Forester Capital Management LTD | Libertyville | 1 | $3.5 million | $3.5 million | adviserinfo.sec.gov |
| Kruse Asset Management, LLC | Chicago | 2 | $3 million | $146.2 million | adviserinfo.sec.gov |
| Hunter Capital Management | Lombard | 2 | $2.9 million | $1.09 billion | adviserinfo.sec.gov |
| Aon Investments USA Inc. | Chicago | 3 | Not listed | $150.99 billion | adviserinfo.sec.gov |
| Archford Capital Strategies, LLC | Swansea | 1 | Not listed | $1.49 billion | adviserinfo.sec.gov |
| Pop Venture Advisers LLC | Chicago | 1 | Not listed | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.