Data / Investment advisers / Serving pension and profit sharing plans / Illinois

Investment advisers in Illinois serving pension and profit sharing plans: 202 firms

Name: Investment advisers in Illinois serving pension and profit sharing plans: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

202 SEC registered investment advisers with a main office in Illinois report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $702 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Gallagher Fiduciary Advisors, LLC.

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202Advisers
$702 billionAUM from this client type
198Advisers over $100 million
November 2, 2026File date

Advisers in Illinois serving pension and profit sharing plans

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
Gallagher Fiduciary Advisors, LLC	Rolling Meadows	2,099	$170.55 billion	$194.82 billion	adviserinfo.sec.gov
Aon Investments USA Inc.	Chicago	272	$112.66 billion	$150.99 billion	adviserinfo.sec.gov
Northern Trust Investments, Incorporated	Chicago	330	$110.58 billion	$1.25 trillion	adviserinfo.sec.gov
Towers Watson Investment Services, Inc.	Chicago	106	$61.80 billion	$62.67 billion	adviserinfo.sec.gov
Wealthspire Institutional, LLC	Chicago	205	$46.80 billion	$97.54 billion	adviserinfo.sec.gov
L&G, Asset Management, America	Chicago	98	$39.94 billion	$267.16 billion	adviserinfo.sec.gov
Mesirow Financial Investment Management, Inc.	Chicago	76,209	$34.40 billion	$50.44 billion	adviserinfo.sec.gov
Marquette Associates, Inc.	Chicago	29	$17.23 billion	$47.06 billion	adviserinfo.sec.gov
Morningstar Investment Management LLC	Chicago	3	$12.19 billion	$87.82 billion	adviserinfo.sec.gov
William Blair Investment Management, LLC	Chicago	73	$11.85 billion	$65.60 billion	adviserinfo.sec.gov
Nuveen Asset Management, LLC	Chicago	106	$7.23 billion	$280.48 billion	adviserinfo.sec.gov
Planpilot	Chicago	172	$5.58 billion	$5.58 billion	adviserinfo.sec.gov
LSV Asset Management	Chicago	41	$5.26 billion	$104.25 billion	adviserinfo.sec.gov
Allstate Investment Management Company	Chicago	3	$4.18 billion	$26.46 billion	adviserinfo.sec.gov
Promanage, LLC	Chicago	3	$4.06 billion	$4.06 billion	adviserinfo.sec.gov
Invesco Capital Management LLC	Downers Grove	7	$4.06 billion	$941.02 billion	adviserinfo.sec.gov
Harris \| Oakmark	Chicago	37	$4.00 billion	$109.48 billion	adviserinfo.sec.gov
Segall Bryant & Hamill	Chicago	102	$3.70 billion	$22.64 billion	adviserinfo.sec.gov
Forest Capital Management, LLC	Chicago	117	$3.69 billion	$3.75 billion	adviserinfo.sec.gov
Alera Investment Advisors, LLC	Deerfield	414	$3.68 billion	$5.29 billion	adviserinfo.sec.gov
Cetera Investment Advisers LLC	Schaumburg	6,324	$3.45 billion	$256.81 billion	adviserinfo.sec.gov
Mesirow Fiduciary Solutions, LLC	Chicago	839	$3.22 billion	$3.22 billion	adviserinfo.sec.gov
Great Lakes Advisors, LLC	Chicago	54	$3.19 billion	$16.16 billion	adviserinfo.sec.gov
Faircourt Partners, LLC	Lake Bluff	85	$3.09 billion	$3.12 billion	adviserinfo.sec.gov
Attucks Asset Management, LLC	Chicago	16	$2.98 billion	$3.86 billion	adviserinfo.sec.gov
Savant Wealth Management	Rockford	472	$2.11 billion	$55.61 billion	adviserinfo.sec.gov
Duff & Phelps Investment Management Co.	Chicago	7	$2.09 billion	$12.75 billion	adviserinfo.sec.gov
Ariel Investments, LLC	Chicago	19	$1.61 billion	$12.78 billion	adviserinfo.sec.gov
Rreef America L.L.C.	Chicago	20	$1.50 billion	$34.34 billion	adviserinfo.sec.gov
Embree Financial Group	Chicago	88	$1.31 billion	$2.64 billion	adviserinfo.sec.gov
Driehaus Capital Management LLC	Chicago	11	$1.28 billion	$26.12 billion	adviserinfo.sec.gov
Castleark Management LLC	Chicago	3	$1.14 billion	$4.59 billion	adviserinfo.sec.gov
CIBC Private Wealth Advisors, Inc.	Chicago	309	$950.3 million	$67.84 billion	adviserinfo.sec.gov
Hightower Advisors, LLC	Chicago	221	$795.9 million	$198.58 billion	adviserinfo.sec.gov
Heard Capital LLC	Chicago	Fewer than 5	$618.9 million	$2.40 billion	adviserinfo.sec.gov
Choreo, LLC	Rockford	18	$588.6 million	$19.14 billion	adviserinfo.sec.gov
Dearborn Partners L.L.C.	Chicago	18	$505.6 million	$2.74 billion	adviserinfo.sec.gov
Lasalle St. Investment Advisors, L.L.C.	Elmhurst	469	$482.6 million	$5.74 billion	adviserinfo.sec.gov
Geowealth Management LLC	Chicago	285	$435.9 million	$17.57 billion	adviserinfo.sec.gov
Calamos Advisors LLC	Naperville	41	$426.8 million	$43.89 billion	adviserinfo.sec.gov
50 South Capital Advisors, LLC	Chicago	5	$411.1 million	$16.07 billion	adviserinfo.sec.gov
Evergreen Wealth	Springfield	58	$387.3 million	$1.18 billion	adviserinfo.sec.gov
William Blair & Company L.L.C.	Chicago	364	$379.1 million	$64.28 billion	adviserinfo.sec.gov
Elementum Advisors, LLC	Chicago	Fewer than 5	$368.9 million	$4.48 billion	adviserinfo.sec.gov
David Vaughan Investments, LLC	Peoria	40	$318.3 million	$5.33 billion	adviserinfo.sec.gov
Clearwater Capital Partners	Hoffman Estates	96	$286.6 million	$1.68 billion	adviserinfo.sec.gov
Heitman Real Estate Securities LLC	Chicago	5	$263.5 million	$1.82 billion	adviserinfo.sec.gov
Serenity Investment Advisors	Chicago	1	$258.3 million	$513.6 million	adviserinfo.sec.gov
Archford Capital Strategies, LLC	Swansea	67	$206.4 million	$1.49 billion	adviserinfo.sec.gov
Keebeck Wealth Management	Chicago	1	$203.6 million	$2.03 billion	adviserinfo.sec.gov
Channing Capital Management, LLC	Chicago	2	$184.5 million	$4.25 billion	adviserinfo.sec.gov
RCM Wealth Advisors	Chicago	33	$181.1 million	$388.8 million	adviserinfo.sec.gov
Zacks Investment Management, Inc.	Chicago	111	$175.2 million	$14.59 billion	adviserinfo.sec.gov
Harrison Street Advisors, LLC	Chicago	1	$160.7 million	$20.18 billion	adviserinfo.sec.gov
Lake Street	Chicago	15	$134.4 million	$1.16 billion	adviserinfo.sec.gov
North Star Investment Management Corporation	Chicago	80	$129.5 million	$2.50 billion	adviserinfo.sec.gov
Carsonallaria Wealth Management, LTD.	Glen Carbon	14	$115.4 million	$791.8 million	adviserinfo.sec.gov
Vestor Capital, LLC	Chicago	62	$114.5 million	$2.28 billion	adviserinfo.sec.gov
Ativo Capital Management, LLC	Chicago	Fewer than 5	$112.1 million	$862.7 million	adviserinfo.sec.gov
Port Capital LLC	Chicago	15	$102.7 million	$2.85 billion	adviserinfo.sec.gov
Palo Duro Investment Partners, LP	Chicago	4	$100.1 million	$402.8 million	adviserinfo.sec.gov
Chicago Oakbrook Financial Group	Oak Brook	20	$89.7 million	$1.21 billion	adviserinfo.sec.gov
McCulley Financial Group, LLC	Westchester	28	$87.1 million	$188.7 million	adviserinfo.sec.gov
Calamos Wealth Management LLC	Naperville	87	$71.5 million	$5.48 billion	adviserinfo.sec.gov
Guardian Wealth Management Inc.	Peoria	6	$71.3 million	$289.1 million	adviserinfo.sec.gov
Lizard Investors LLC	Chicago	2	$69.4 million	$232.8 million	adviserinfo.sec.gov
4wealth Advisors, Inc.	Burr Ridge	59	$66.6 million	$275.3 million	adviserinfo.sec.gov
Curi Capital, LLC	Chicago	5	$62.5 million	$11.58 billion	adviserinfo.sec.gov
Mediqus Asset Advisors, Inc.	Chicago	15	$59.6 million	$1.46 billion	adviserinfo.sec.gov
Rai Wealth	Naperville	15	$57.8 million	$530.8 million	adviserinfo.sec.gov
Skinner, Copper & Ehmen Wealth Management, LLC	Springfield	13	$56 million	$705.7 million	adviserinfo.sec.gov
PPM America Inc	Chicago	1	$52.5 million	$93.79 billion	adviserinfo.sec.gov
Nadler Financial Group, Inc.	Deerfield	18	$51.8 million	$2.18 billion	adviserinfo.sec.gov
Dibenedetto & Associates LTD	Loves Park	7	$50.8 million	$333.1 million	adviserinfo.sec.gov
LCM Capital Management Inc	Chicago	14	$49 million	$403 million	adviserinfo.sec.gov
The Planning Center, Inc.	Moline	10	$46.4 million	$1.37 billion	adviserinfo.sec.gov
Fort Sheridan Advisors LLC	Highland Park	Fewer than 5	$45.1 million	$1.03 billion	adviserinfo.sec.gov
Ipi Wealth Management, Inc.	Decatur	51	$42.5 million	$2.66 billion	adviserinfo.sec.gov
Sebold Capital Management, Inc	Lisle	8	$42 million	$364.3 million	adviserinfo.sec.gov
Cozad Asset Management Inc	Champaign	12	$41.3 million	$2.62 billion	adviserinfo.sec.gov
Parkview Asset Management, Inc.	Oakbrook Terrace	39	$40.2 million	$206.1 million	adviserinfo.sec.gov
Essex LLC	Deer Park	31	$37 million	$649.3 million	adviserinfo.sec.gov
Silva Capital Management LLC	Chicago	1	$34.6 million	$169.4 million	adviserinfo.sec.gov
DHJJ Financial Advisors	Naperville	32	$34.1 million	$623.4 million	adviserinfo.sec.gov
Signature Financial Services, LTD	Arlington Heights	15	$33.2 million	$274 million	adviserinfo.sec.gov
Fourstar Wealth Advisors, LLC	Chicago	27	$31.8 million	$1.42 billion	adviserinfo.sec.gov
Highpoint Planning Partners	Downers Grove	27	$31 million	$4.78 billion	adviserinfo.sec.gov
Horizon Wealth Management	LA Grange	17	$30.8 million	$1.08 billion	adviserinfo.sec.gov
Inspirion Wealth Advisors, LLC	Libertyville	35	$29.5 million	$1.39 billion	adviserinfo.sec.gov
Forum Financial Management, LP	Lombard	121	$28.1 million	$8.69 billion	adviserinfo.sec.gov
Aza Capital Management	Chicago	8	$27.7 million	$339.6 million	adviserinfo.sec.gov
Woodfield Financial Advisors, Inc.	Deer Park	6	$26.3 million	$230.1 million	adviserinfo.sec.gov
Ruedi Wealth Management, Inc.	Champaign	4	$25.6 million	$498 million	adviserinfo.sec.gov
Bankers Life Advisory Services, Inc.	Chicago	39	$25.4 million	$2.49 billion	adviserinfo.sec.gov
Cambridge Capital Management, LLC	O'Fallon	4	$24.4 million	$457.8 million	adviserinfo.sec.gov
Security Capital Research & Management Incorporated	Chicago	1	$23.8 million	$3.30 billion	adviserinfo.sec.gov
Romano Wealth Management	Evanston	13	$23.5 million	$1.54 billion	adviserinfo.sec.gov
Unique Wealth Strategies	Burr Ridge	51	$23.5 million	$381.5 million	adviserinfo.sec.gov
Rothschild Investment	Chicago	22	$23 million	$2.79 billion	adviserinfo.sec.gov
Maren Capital	Chicago	Fewer than 5	$22.2 million	$2.08 billion	adviserinfo.sec.gov
Tenet Wealth Partners, LLC	Champaign	12	$20.7 million	$246.9 million	adviserinfo.sec.gov
Pekin Hardy Strauss, Inc.	Chicago	6	$19.5 million	$1.55 billion	adviserinfo.sec.gov
Vital Wealth Management, LLC	Rosemont	2	$18.6 million	$300.8 million	adviserinfo.sec.gov
Vermillion Financial Advisors, Inc.	South Barrington	11	$18.4 million	$386.7 million	adviserinfo.sec.gov
Adams Street Partners, LLC	Chicago	Fewer than 5	$18.1 million	$66.49 billion	adviserinfo.sec.gov
ARK Advisors LLC	Bloomington	13	$16.5 million	$195.6 million	adviserinfo.sec.gov
Chicago Wealth Management, Inc.	Chicago	16	$15.6 million	$365.7 million	adviserinfo.sec.gov
Rothschild Wealth LLC	Oakbrook	11	$15 million	$1.70 billion	adviserinfo.sec.gov
Pacesetter Financial Group, L.L.C.	Lincoln	4	$15 million	$170.5 million	adviserinfo.sec.gov
MWS Capital Consultants LLC	Chicago	12	$14.8 million	$193.7 million	adviserinfo.sec.gov
Oak Ridge Investments, LLC	Chicago	18	$13.6 million	$1.70 billion	adviserinfo.sec.gov
The Planning Group	Northfield	14	$12.8 million	$291.5 million	adviserinfo.sec.gov
Sawyer Falduto Asset Management, LLC	Elmhurst	Fewer than 5	$12.2 million	$896.5 million	adviserinfo.sec.gov
Brentview Investment Management, LLC	Rosemont	Fewer than 5	$12.1 million	$265.7 million	adviserinfo.sec.gov
Harbour Financial Resources, LTD	Skokie	12	$12.1 million	$189.8 million	adviserinfo.sec.gov
Feldman, Ingardona & Co	Downers Grove	Fewer than 5	$11.8 million	$1.99 billion	adviserinfo.sec.gov
Stenger Family Office, LLC	Naperville	2	$11.7 million	$734.9 million	adviserinfo.sec.gov
Ergawealth Advisors, Inc.	Oak Brook	9	$11.5 million	$341.5 million	adviserinfo.sec.gov
RPC Private Wealth, LLC	Hinsdale	5	$11.5 million	$286.3 million	adviserinfo.sec.gov
Forest Asset Management LLC	Riverside	8	$11 million	$230.7 million	adviserinfo.sec.gov
Spiderrock Advisors, LLC	Chicago	4	$10 million	$9.83 billion	adviserinfo.sec.gov
Chicago Investment Advisory Council, Inc.	St. Charles	5	$10 million	$230 million	adviserinfo.sec.gov
Creekmur Asset Management, LLC	Morton	5	$9.8 million	$800 million	adviserinfo.sec.gov
Quincy Wells Advisors, LLC	Chicago	1	$9.5 million	$87.3 million	adviserinfo.sec.gov
Roberts, Glore & Co.	Deerfield	4	$9.5 million	$938.4 million	adviserinfo.sec.gov
Chicago Investment Advisory Group	Mokena	6	$9.2 million	$275.1 million	adviserinfo.sec.gov
GCM Grosvenor L.P.	Chicago	2	$9.1 million	$95.49 billion	adviserinfo.sec.gov
Virtue Asset Management LLC	Barrington	Fewer than 5	$8.7 million	$211.4 million	adviserinfo.sec.gov
Bos Asset Management, LLC	Springfield	6	$8.6 million	$1.03 billion	adviserinfo.sec.gov
Chicago Partners Investment Group LLC	Chicago	Fewer than 5	$8.6 million	$7.47 billion	adviserinfo.sec.gov
Midwest Financial Associates, Inc.	Rockford	13	$8.5 million	$123.9 million	adviserinfo.sec.gov
Iron Financial LLC	Northbrook	1	$8.5 million	$489.2 million	adviserinfo.sec.gov
Graybill Wealth Management, LTD.	Elmhurst	Fewer than 5	$7.9 million	$525.8 million	adviserinfo.sec.gov
Chesley, Taft & Associates, LLC	Chicago	5	$7.4 million	$3.01 billion	adviserinfo.sec.gov
Capstone Financial Advisors Inc	Downers Grove	4	$7.1 million	$2.87 billion	adviserinfo.sec.gov
Rail-Splitter Capital Management LLC	Winnetka	Fewer than 5	$7.1 million	$484.1 million	adviserinfo.sec.gov
Keb Wealth Advisors	Springfield	21	$7.1 million	$1.27 billion	adviserinfo.sec.gov
Arete Wealth Advisors, LLC	Chicago	9	$6.9 million	$2.75 billion	adviserinfo.sec.gov
Kinnamon & Associates LTD II	Barrington	8	$6.8 million	$117.6 million	adviserinfo.sec.gov
Mack Investment Securities, Inc.	Northfield	12	$6.8 million	$302.6 million	adviserinfo.sec.gov
New England Research & Management, Inc.	Chicago	Fewer than 5	$6.6 million	$337.1 million	adviserinfo.sec.gov
Fiduciary Financial Partners, LLC	Naperville	3	$6.5 million	$293.3 million	adviserinfo.sec.gov
American Community Wealth Management, LLC	Crystal Lake	5	$6.4 million	$195.4 million	adviserinfo.sec.gov
Cohen Capital	Chicago	17	$5.6 million	$1.10 billion	adviserinfo.sec.gov
Mpi Wealth Management LLC	Hinsdale	Fewer than 5	$5.4 million	$233.6 million	adviserinfo.sec.gov
Capital Gains Incorporated	Niles	2	$5.3 million	$166.6 million	adviserinfo.sec.gov
E. a. Horwitz LLC	Deerfield	15	$5.2 million	$272.6 million	adviserinfo.sec.gov
Pinnacle Financial Group LLC	Western Springs	2	$5 million	$672.7 million	adviserinfo.sec.gov
Trueman Brown	Lake Zurich	1	$5 million	$196.1 million	adviserinfo.sec.gov
Capital Resource Management,Inc.	Deerfield	1	$4.4 million	$593.2 million	adviserinfo.sec.gov
Studio Investment Management	Chicago	1	$4.3 million	$903 million	adviserinfo.sec.gov
Burling Wealth Partners	Chicago	2	$4.1 million	$1.00 billion	adviserinfo.sec.gov
Hendricks Wealth and Estate Management	Algonquin	6	$4.1 million	$536.1 million	adviserinfo.sec.gov
Lifewise Wealth Advisors	Champaign	Fewer than 5	$4 million	$491.9 million	adviserinfo.sec.gov
Pendulum Wealth Partners	Itasca	7	$4 million	$282.8 million	adviserinfo.sec.gov
Zuckerman Investment Group	Chicago	Fewer than 5	$4 million	$2.17 billion	adviserinfo.sec.gov
PR Wealth Management Group	East Moline	4	$3.7 million	$164.9 million	adviserinfo.sec.gov
Urban Financial Advisory Corporation	Chicago	1	$3.7 million	$1.49 billion	adviserinfo.sec.gov
Vertex Partners	Downers Grove	4	$3.6 million	$1.01 billion	adviserinfo.sec.gov
Leelyn Smith, LLC	Geneva	Fewer than 5	$3.2 million	$852.3 million	adviserinfo.sec.gov
Leslie Global Wealth, LLC	Itasca	3	$3.2 million	$446.8 million	adviserinfo.sec.gov
Mirretti Perryman Wealth Strategies, LLC	Skokie	1	$3 million	$178.9 million	adviserinfo.sec.gov
210 Financial	Morton	65	$3 million	$242.8 million	adviserinfo.sec.gov
Centric Wealth Management, LLC	Chicago	7	$2.9 million	$792.9 million	adviserinfo.sec.gov
Walled Lake Planning & Wealth Management, LLC	Highland Park	4	$2.9 million	$732.2 million	adviserinfo.sec.gov
Shankervalleau Wealth Advisors, Inc.	Skokie	1	$2.7 million	$645.3 million	adviserinfo.sec.gov
Hartline Investment Corporation	Winnetka	1	$2.6 million	$935.5 million	adviserinfo.sec.gov
Blue Line Capital	Chicago	15	$2.6 million	$131.9 million	adviserinfo.sec.gov
Savant Investment Advisers, Inc.	Homewood	10	$2.6 million	$162.5 million	adviserinfo.sec.gov
Pebble Valley Wealth Management	Western Springs	Fewer than 5	$2.5 million	$129.5 million	adviserinfo.sec.gov
Fountainhead Financial, LLC	Chicago	3	$2.5 million	$543.2 million	adviserinfo.sec.gov
Lifepoint Planning	Schaumburg	Fewer than 5	$2.4 million	$168.5 million	adviserinfo.sec.gov
Barrett Wealth Connection LLC	Spring Grove	12	$2.3 million	$148 million	adviserinfo.sec.gov
Kenora Financial, LLC	Des Plaines	Fewer than 5	$2.3 million	$315.8 million	adviserinfo.sec.gov
Altman Advisors	Chicago	Fewer than 5	$2.1 million	$483.4 million	adviserinfo.sec.gov
Horizon Capital Management, LLC	Lake Forest	1	$2 million	$136.2 million	adviserinfo.sec.gov
North Shore Investment Consulting LLC	Wilmette	1	$2 million	$170.5 million	adviserinfo.sec.gov
CL Wealth Management LLC	Schaumburg	2	$2 million	$733.6 million	adviserinfo.sec.gov
SGL Financial, LLC	Buffalo Grove	1	$1.9 million	$416 million	adviserinfo.sec.gov
Hemsley Advisors, LTD.	Chicago	Fewer than 5	$1.7 million	$638.1 million	adviserinfo.sec.gov
Advisory Research Inc	Chicago	3	$1.7 million	$991.3 million	adviserinfo.sec.gov
The Mather Group, LLC	Chicago	Fewer than 5	$1.5 million	$13.45 billion	adviserinfo.sec.gov
Aaron Wealth Advisors	Chicago	1	$1.5 million	$4.29 billion	adviserinfo.sec.gov
Hunter Capital Management	Lombard	4	$1.4 million	$1.09 billion	adviserinfo.sec.gov
JMG Financial Group LTD	Downers Grove	8	$1.2 million	$7.50 billion	adviserinfo.sec.gov
Holder Wealth Management	Champaign	3	$1.2 million	$284 million	adviserinfo.sec.gov
Performance Wealth	Hinsdale	Fewer than 5	$1.2 million	$4.09 billion	adviserinfo.sec.gov
Mendel Money Management Inc	Northbrook	Fewer than 5	$1.2 million	$317.1 million	adviserinfo.sec.gov
Greenstone Belt Wealth Advisors, LLC	Chicago	1	$1.1 million	$260.1 million	adviserinfo.sec.gov
Trigran Investments, Inc.	Northbrook	Fewer than 5	$759,623	$533.2 million	adviserinfo.sec.gov
Quad City Investment Center	Moline	1	$480,197	$408 million	adviserinfo.sec.gov
Significant Wealth Partners LLC	Cary	1	$331,056	$126.1 million	adviserinfo.sec.gov
PMG Wealth Management	Hawthorn Woods	Fewer than 5	$271,421	$198.3 million	adviserinfo.sec.gov
Blue Sky Investment Partners, Inc.	Evanston	1	$122,753	$118 million	adviserinfo.sec.gov
Midwest Financial Network, LLC	Tinley Park	Fewer than 5	$44,468	$141.9 million	adviserinfo.sec.gov
Slagle Financial, LLC.	Edwardsville	Fewer than 5	$84	$411.7 million	adviserinfo.sec.gov
Strategic Capital Investment Advisors Inc	Lombard	70	Not listed	Not listed	adviserinfo.sec.gov
Investment Consulting Services, LLC	Lombard	30	Not listed	Not listed	adviserinfo.sec.gov
Heitman Capital Management LLC	Chicago	2	Not listed	$6.09 billion	adviserinfo.sec.gov
Lasalle Investment Management	Chicago	2	Not listed	$11.46 billion	adviserinfo.sec.gov
Capri Egm, LLC	Chicago	1	Not listed	Not listed	adviserinfo.sec.gov
Cypress Capital Partners, LLC	Chicago	1	Not listed	$464.4 million	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.