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Data / Investment advisers / Serving other investment advisers / Illinois

Investment advisers in Illinois serving other investment advisers: 45 firms

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

45 SEC registered investment advisers with a main office in Illinois report other investment advisers among their clients in Form ADV item 5.D, and together they attribute $206 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is L&G, Asset Management, America.

The request: Every investment adviser in Illinois that serves other investment advisers, 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.

  • 45Advisers
  • $206 billionAUM from this client type
  • 45Advisers over $100 million
  • November 2, 2026File date

Advisers in Illinois serving other investment advisers

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
L&G, Asset Management, AmericaChicago15$146.57 billion$267.16 billionadviserinfo.sec.gov
Cfi PartnersChicagoFewer than 5$20.91 billion$26.31 billionadviserinfo.sec.gov
TaikoChicago12$5.09 billion$5.09 billionadviserinfo.sec.gov
Adams Street Partners, LLCChicagoFewer than 5$4.45 billion$66.49 billionadviserinfo.sec.gov
PPM America IncChicago1$4.42 billion$93.79 billionadviserinfo.sec.gov
Aris InvestingGlenview9$3.31 billion$3.31 billionadviserinfo.sec.gov
Savant Wealth ManagementRockford34$3.26 billion$55.61 billionadviserinfo.sec.gov
Zacks Investment Management, Inc.Chicago179$2.41 billion$14.59 billionadviserinfo.sec.gov
Segall Bryant & HamillChicago35$2.22 billion$22.64 billionadviserinfo.sec.gov
Advyzon Investment Management, LLCLisle61$1.68 billion$1.68 billionadviserinfo.sec.gov
William Blair & Company L.L.C.Chicago1,146$1.39 billion$64.28 billionadviserinfo.sec.gov
Forum Financial Management, LPLombard13$1.24 billion$8.69 billionadviserinfo.sec.gov
GC Advisors LLCChicago2$1.00 billion$177.85 billionadviserinfo.sec.gov
Liberty One Investment ManagementLibertyville7$966.7 million$1.05 billionadviserinfo.sec.gov
Greenrock Research, Inc.Chicago21$842.4 million$863.9 millionadviserinfo.sec.gov
Magnetar Financial LLCEvanston8$806.7 million$31.99 billionadviserinfo.sec.gov
NXT Capital Investment Advisers, LLCChicago2$630.4 million$6.65 billionadviserinfo.sec.gov
Kabouter Management, LLCChicago1$609.9 million$992.5 millionadviserinfo.sec.gov
Dearborn Partners L.L.C.Chicago14$585.5 million$2.74 billionadviserinfo.sec.gov
GC Opal Advisors LLCChicago1$500 million$124.30 billionadviserinfo.sec.gov
Magnetar Asset Management LLCEvanstonFewer than 5$473.8 million$1.92 billionadviserinfo.sec.gov
Channing Capital Management, LLCChicago22$398 million$4.25 billionadviserinfo.sec.gov
Vistamark InvestmentsHinsdale1$366.3 million$456 millionadviserinfo.sec.gov
Maren CapitalChicagoFewer than 5$350.5 million$2.08 billionadviserinfo.sec.gov
William Blair Investment Management, LLCChicago1$320.7 million$65.60 billionadviserinfo.sec.gov
Elementum Advisors, LLCChicagoFewer than 5$277.4 million$4.48 billionadviserinfo.sec.gov
Roberts, Glore & Co.Deerfield1$173.3 million$938.4 millionadviserinfo.sec.gov
ConvexitasChicago10$147.6 million$151.3 millionadviserinfo.sec.gov
Bernardi Asset Management, LLCNorthfield7$121.2 million$331 millionadviserinfo.sec.gov
KKM Financial LLCChicago1$94.7 million$865.7 millionadviserinfo.sec.gov
Equity Armor InvestmentsChicago1$77.9 million$184.3 millionadviserinfo.sec.gov
Cedar Street Asset Management LLCChicagoFewer than 5$53.1 million$938.4 millionadviserinfo.sec.gov
Ptma Investment AdvisorsNaperville2$48.6 million$30.59 billionadviserinfo.sec.gov
Air Asset ManagementChicago1$46.7 million$754.2 millionadviserinfo.sec.gov
Kerberos Capital Management LLCChicagoFewer than 5$45.2 million$412.2 millionadviserinfo.sec.gov
Great Lakes Advisors, LLCChicago1$43.2 million$16.16 billionadviserinfo.sec.gov
Gerchen Capital PartnersChicagoFewer than 5$36.9 million$2.11 billionadviserinfo.sec.gov
Heard Capital LLCChicagoFewer than 5$35.9 million$2.40 billionadviserinfo.sec.gov
Ariel Investments, LLCChicago6$23.2 million$12.78 billionadviserinfo.sec.gov
Horizon Capital Management, LLCLake Forest1$2.8 million$136.2 millionadviserinfo.sec.gov
Aza Capital ManagementChicagoFewer than 5$353,151$339.6 millionadviserinfo.sec.gov
Prairie Rivers Investments, LLCRobinsonFewer than 5$3,130$249.3 millionadviserinfo.sec.gov
Harbor Capital Advisors, Inc.Chicago12Not listed$67.64 billionadviserinfo.sec.gov
New Vernon Investment Management LLCHighland Park2Not listed$115.5 millionadviserinfo.sec.gov
Allstate Investment Management CompanyChicago1Not listed$26.46 billionadviserinfo.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.