Data / Investment advisers / Illinois / Page 2
Investment advisers in Illinois: 811 firms, page 2
The full lists. Investment advisers in Illinois: 811 rows, $40.55, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.
Largest advisers by AUM, 301 to 600 of 811, in the same order as page 1.
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.
Largest advisers by AUM, page 2
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Air Asset Management | Chicago | $754.2 million | 14 | 18 | 13 | (312) 625-8385 | adviserinfo.sec.gov | |
| Ofs Clo Management, LLC | Chicago | $743.9 million | 4 | 47 | 4 | (847) 734-2000 | adviserinfo.sec.gov | |
| Waystone Asset Management (USA) LLC | Chicago | $742.6 million | 1 | 5 | 1 | (312) 724-9036 | waystone.com | adviserinfo.sec.gov |
| Stenger Family Office, LLC | Naperville | $734.9 million | 2,287 | 10 | Not listed | (630) 912-8295 | adviserinfo.sec.gov | |
| CL Wealth Management LLC | Schaumburg | $733.6 million | 2,165 | 42 | Not listed | (212) 388-6200 | leadingedgefinancialgroup.com | adviserinfo.sec.gov |
| Walled Lake Planning & Wealth Management, LLC | Highland Park | $732.2 million | 2,161 | 8 | Not listed | (847) 616-2590 | wlpwm.com | adviserinfo.sec.gov |
| Parkergale, LLC | Chicago | $719.1 million | 3 | 14 | 3 | (312) 698-6300 | adviserinfo.sec.gov | |
| Taiber, Kosmala & Associates, LLC | Chicago | $716.7 million | 16 | 18 | Not listed | (312) 300-4781 | taiberkosmala.com | adviserinfo.sec.gov |
| Skinner, Copper & Ehmen Wealth Management, LLC | Springfield | $705.7 million | 2,063 | 10 | Not listed | (217) 753-4020 | scewealth.com | adviserinfo.sec.gov |
| 1 Seed Partners LLC | Chicago | $703.5 million | 13 | 13 | 13 | (312) 847-0543 | 1seedpartners.com | adviserinfo.sec.gov |
| Aberdeen Wealth Management LLC | Lake Bluff | $699.1 million | 418 | 4 | Not listed | (312) 456-3315 | adviserinfo.sec.gov | |
| Dream Capital Advisors, LLC | Lincolnshire | $695.3 million | 84 | 2 | Not listed | (847) 970-9090 | adviserinfo.sec.gov | |
| Providence Wealth Advisors, LLC | Frankfort | $684.4 million | 1,384 | 11 | Not listed | (815) 306-2020 | adviserinfo.sec.gov | |
| McNally Advisors, LLC | Chicago | $680.9 million | 16 | 21 | 15 | (312) 357-3710 | mcnallycapital.com | adviserinfo.sec.gov |
| 1st & Main Growth Partners | Chicago | $680.4 million | 3 | 13 | 3 | (312) 855-6202 | 1standmain.co | adviserinfo.sec.gov |
| Pinnacle Financial Group LLC | Western Springs | $672.7 million | 1,217 | 7 | Not listed | (708) 246-6262 | mypinnaclefinancial.com | adviserinfo.sec.gov |
| Adams Street Advisors, LLC | Chicago | $672.1 million | 1 | 318 | Not listed | (312) 553-7890 | adamsstreetpartners.com | adviserinfo.sec.gov |
| Periscope Equity LLC | Chicago | $667 million | 8 | 16 | 8 | (312) 281-6205 | periscopeequity.com | adviserinfo.sec.gov |
| Logan Stone | Chicago | $664.3 million | 13 | 3 | 2 | (312) 858-1670 | loganstonecap.com | adviserinfo.sec.gov |
| Bcu Wealth Advisors, LLC | Vernon Hills | $653.6 million | 2,051 | 17 | Not listed | (847) 932-8007 | targetcu.org | adviserinfo.sec.gov |
| Rings Capital Management LLC | Chicago | $653 million | 3 | 2 | 3 | (773) 654-3526 | framtidenholdings.com | adviserinfo.sec.gov |
| Essex LLC | Deer Park | $649.3 million | 2,294 | 9 | Not listed | (847) 777-7800 | adviserinfo.sec.gov | |
| Shankervalleau Wealth Advisors, Inc. | Skokie | $645.3 million | 675 | 8 | Not listed | (847) 475-2900 | shankervalleau.com | adviserinfo.sec.gov |
| TSFG, LLC | Lake Forest | $642.8 million | 1,718 | 9 | Not listed | (847) 735-7100 | adviserinfo.sec.gov | |
| Mwa Financial Services, Inc. | Rock Island | $640 million | 3,724 | 721 | Not listed | (309) 558-3100 | adviserinfo.sec.gov | |
| Hemsley Advisors, LTD. | Chicago | $638.1 million | 745 | 5 | Not listed | (847) 381-7314 | hemsleyadvisors.com | adviserinfo.sec.gov |
| Rock Island Capital | Oak Brook | $636.6 million | 13 | 10 | 13 | (630) 413-9136 | adviserinfo.sec.gov | |
| DHJJ Financial Advisors | Naperville | $623.4 million | 1,413 | 11 | Not listed | (630) 420-1360 | dhjjfinancial.com | adviserinfo.sec.gov |
| James T. Borello & Co. | East Dundee | $621.9 million | 743 | 4 | Not listed | (847) 426-0200 | jamestborello.com | adviserinfo.sec.gov |
| Oak Family Advisors, LLC | Chicago | $621 million | 853 | 6 | Not listed | (312) 373-7221 | ofallc.com | adviserinfo.sec.gov |
| Red Arts Capital Management, LLC | Chicago | $619.5 million | 3 | 15 | 3 | (312) 678-4251 | adviserinfo.sec.gov | |
| Innovative Capital Advisors, LLC | Chicago | $619.5 million | 25 | 7 | Not listed | (312) 263-6408 | icadv.com | adviserinfo.sec.gov |
| Lago Asset Management | Chicago | $604.9 million | 12 | 15 | 12 | (773) 417-5246 | lagoinnovation.com | adviserinfo.sec.gov |
| Sequoia Wealth Management, LLC | Barrington | $599.6 million | 2,892 | 16 | Not listed | (847) 310-5900 | adviserinfo.sec.gov | |
| Avathon Capital Management LP | Chicago | $598.6 million | 11 | 10 | 11 | (312) 351-2301 | avathoncapital.com | adviserinfo.sec.gov |
| Brookstone Asset Management, LLC | Wheaton | $597.9 million | 8 | 5 | Not listed | (630) 653-1400 | formulafoliofunds.com | adviserinfo.sec.gov |
| Hedeker Wealth LLC | Lincolnshire | $595.1 million | 768 | 6 | Not listed | (847) 913-5594 | adviserinfo.sec.gov | |
| Capital Resource Management,Inc. | Deerfield | $593.2 million | 124 | 4 | Not listed | (847) 948-1700 | crminvest.com | adviserinfo.sec.gov |
| Shorehill Capital LLC | Chicago | $576.2 million | 2 | 12 | 2 | (312) 876-7267 | adviserinfo.sec.gov | |
| Bulletproof Capital, LLC | Chicago | $575.8 million | 16 | 8 | 2 | (847) 922-7460 | bulletproof-capital.com | adviserinfo.sec.gov |
| North Shore Private Asset Management, LLC | Lake Forest | $572.6 million | 449 | 4 | Not listed | (888) 375-4918 | adviserinfo.sec.gov | |
| Tallwoods Partners, LLC | Chicago | $569.4 million | 20 | 2 | Not listed | (312) 283-3697 | tallwoods.com | adviserinfo.sec.gov |
| Pondera Holdings LLC | Chicago | $563.8 million | 8 | 5 | 8 | (312) 930-9050 | ponderaholdings.com | adviserinfo.sec.gov |
| Matrix Private Capital Group | Chicago | $561 million | 827 | 8 | 4 | (312) 736-9572 | adviserinfo.sec.gov | |
| Fountainhead Financial, LLC | Chicago | $543.2 million | 100 | 3 | Not listed | (312) 222-9840 | fountainheadfinancial.us | adviserinfo.sec.gov |
| River Street Advisors, LLC | Aurora | $539.2 million | 1,081 | 12 | Not listed | (630) 906-5501 | oldsecond.com | adviserinfo.sec.gov |
| Hendricks Wealth and Estate Management | Algonquin | $536.1 million | 2,734 | 7 | Not listed | (847) 428-3997 | adviserinfo.sec.gov | |
| Trigran Investments, Inc. | Northbrook | $533.2 million | 14 | 9 | 2 | (847) 656-1640 | adviserinfo.sec.gov | |
| CMT Asset Management LLC | Chicago | $532.7 million | 14 | 27 | 14 | (312) 930-9050 | adviserinfo.sec.gov | |
| Xxi Wealth, LLC | Chicago | $531.5 million | 380 | 5 | Not listed | (312) 300-2670 | xxiwealth.com | adviserinfo.sec.gov |
| Rai Wealth | Naperville | $530.8 million | 1,220 | 12 | Not listed | (630) 733-8434 | raiwealth.com | adviserinfo.sec.gov |
| Santa Barbara Management | Chicago | $530.2 million | 267 | 18 | Not listed | (734) 604-9891 | adviserinfo.sec.gov | |
| Cura Wealth Advisors, LLC | Chicago | $527.7 million | 701 | 3 | Not listed | (312) 608-8806 | curawealth.com | adviserinfo.sec.gov |
| Graybill Wealth Management, LTD. | Elmhurst | $525.8 million | 650 | 5 | Not listed | (630) 941-9460 | graybillwealth.com | adviserinfo.sec.gov |
| Mowery & Schoenfeld Wealth Management, LLC | Lincolnshire | $524.4 million | 799 | 10 | Not listed | (847) 247-8959 | adviserinfo.sec.gov | |
| 5th Century Partners | Chicago | $521.2 million | 5 | 14 | 5 | (312) 242-0071 | adviserinfo.sec.gov | |
| CRG Fund Manager, LLC | Chicago | $516.9 million | 5 | 3 | 5 | (312) 216-5624 | realcrg.com | adviserinfo.sec.gov |
| Taiko Private Wealth | Chicago | $514.8 million | 58 | 3 | Not listed | (312) 300-4781 | adviserinfo.sec.gov | |
| Serenity Investment Advisors | Chicago | $513.6 million | 1,109 | 7 | Not listed | (312) 734-1415 | serenitywm.com | adviserinfo.sec.gov |
| Systima Capital Management | Chicago | $512.6 million | 7 | 7 | 6 | (312) 481-7229 | systimacapital.com | adviserinfo.sec.gov |
| LFL Advisers, LLC | Evanston | $506.8 million | 4 | 3 | 1 | (847) 868-8750 | adviserinfo.sec.gov | |
| Transition Equity Partners, LLC | Chicago | $501.8 million | 8 | 10 | 8 | (773) 805-2463 | adviserinfo.sec.gov | |
| Ruedi Wealth Management, Inc. | Champaign | $498 million | 1,249 | 5 | Not listed | (217) 356-1400 | adviserinfo.sec.gov | |
| Sterling Wealth Management, Inc. | Champaign | $494.6 million | 737 | 7 | Not listed | (217) 398-1900 | adviserinfo.sec.gov | |
| Busey Capital Management, Inc. | Urbana | $493.8 million | 512 | 22 | Not listed | (217) 365-4800 | adviserinfo.sec.gov | |
| Lifewise Wealth Advisors | Champaign | $491.9 million | 1,123 | 8 | Not listed | (217) 351-8755 | lifewisewealth.com | adviserinfo.sec.gov |
| Iron Financial LLC | Northbrook | $489.2 million | 649 | 10 | 3 | (847) 715-3200 | ironfinancial.com | adviserinfo.sec.gov |
| I-Qu & Co. | Chicago | $485.8 million | 14 | 7 | 10 | (415) 228-8254 | i-qu.co | adviserinfo.sec.gov |
| Vantage Point Financial, LLC | Lisle | $484.6 million | 1,683 | 17 | Not listed | (331) 204-6212 | adviserinfo.sec.gov | |
| Rail-Splitter Capital Management LLC | Winnetka | $484.1 million | 108 | 3 | Not listed | (773) 294-6099 | rail-splitter.com | adviserinfo.sec.gov |
| Altman Advisors | Chicago | $483.4 million | 553 | 13 | Not listed | (312) 759-7801 | altmanadvisors.com | adviserinfo.sec.gov |
| 15 Wealth Advisors LLC | Mundelein | $481.5 million | 687 | 15 | Not listed | (847) 735-7103 | 15wealth.com | adviserinfo.sec.gov |
| Nine Ten Capital Management | Chicago | $480.6 million | 1 | 3 | 1 | (847) 868-0893 | ninetencapital.com | adviserinfo.sec.gov |
| Meredith Wealth Planning | Maryville | $478.7 million | 914 | 2 | Not listed | (618) 744-6755 | meredithwealth.com | adviserinfo.sec.gov |
| The Invictus Collective, LLC | Park Ridge | $476 million | 88 | 8 | 1 | (866) 636-3468 | adviserinfo.sec.gov | |
| Zimmerman Wealth Management, LLC | Evanston | $472.4 million | 225 | 7 | Not listed | (847) 556-3200 | zimmermanwealth.com | adviserinfo.sec.gov |
| North Branch Capital Management, L.P. | Oak Brook | $467.5 million | 5 | 8 | 5 | (630) 782-1590 | adviserinfo.sec.gov | |
| Cypress Capital Partners, LLC | Chicago | $464.4 million | 53 | 3 | Not listed | (312) 397-9090 | adviserinfo.sec.gov | |
| Sterling Fund Management, LLC | Chicago | $461.6 million | 9 | 30 | 8 | (312) 465-7000 | adviserinfo.sec.gov | |
| Cambridge Capital Management, LLC | O'Fallon | $457.8 million | 984 | 5 | Not listed | (618) 206-3262 | adviserinfo.sec.gov | |
| Vistamark Investments | Hinsdale | $456 million | 101 | 4 | Not listed | (312) 498-5703 | vistamarkllc.com | adviserinfo.sec.gov |
| Benford Capital Partners Management, L.P. | Chicago | $456 million | 7 | 20 | 7 | (312) 932-0200 | benfordcapital.com | adviserinfo.sec.gov |
| Merit Capital Partners VI, LLC | Chicago | $448.2 million | 3 | 19 | 3 | (312) 592-6111 | meritcapital.com | adviserinfo.sec.gov |
| Leslie Global Wealth, LLC | Itasca | $446.8 million | 1,007 | 6 | Not listed | (312) 946-1000 | leslieglobalwealth.com | adviserinfo.sec.gov |
| Inland Advisory Services, LLC | Oak Brook | $443.1 million | 1 | 48 | Not listed | (630) 218-8000 | adviserinfo.sec.gov | |
| Sage Private Wealth Group, LLC | Oakbrook Terrace | $440.8 million | 480 | 15 | Not listed | (630) 933-0000 | adviserinfo.sec.gov | |
| Borealis Strategic Capital Partners, LP | Chicago | $440.4 million | 8 | 6 | 3 | (312) 897-3474 | adviserinfo.sec.gov | |
| Bates Financial Advisors, Inc. | Rockford | $439.2 million | 1,273 | 5 | Not listed | (815) 332-4020 | batesfinancialadvisors.com | adviserinfo.sec.gov |
| Newport Investment Management, LLC | Chicago | $438.8 million | 6 | 17 | 5 | (312) 724-7031 | app.junipersquare.com | adviserinfo.sec.gov |
| Highview Capital Management, LLC | Buffalo Grove | $416.3 million | 257 | 5 | Not listed | (888) 757-6610 | hv-cap.com | adviserinfo.sec.gov |
| Bard Associates Inc | Chicago | $416.2 million | 388 | 10 | 1 | (312) 782-9600 | adviserinfo.sec.gov | |
| SGL Financial, LLC | Buffalo Grove | $416 million | 2,713 | 33 | Not listed | (847) 499-3330 | adviserinfo.sec.gov | |
| Watershed Private Wealth | Oak Brook | $413.7 million | 555 | 3 | Not listed | (630) 478-0195 | watershedprivatewealth.com | adviserinfo.sec.gov |
| Kerberos Capital Management LLC | Chicago | $412.2 million | 13 | 8 | 4 | (312) 854-8787 | kerberoscm.com | adviserinfo.sec.gov |
| Slagle Financial, LLC. | Edwardsville | $411.7 million | 3,253 | 21 | Not listed | (618) 692-1657 | adviserinfo.sec.gov | |
| Rooted Wealth Advisors | Bourbonnais | $408.8 million | 3,720 | 22 | Not listed | (866) 766-8332 | adviserinfo.sec.gov | |
| Quad City Investment Center | Moline | $408 million | 746 | 8 | Not listed | (563) 388-5436 | qcbt.bank | adviserinfo.sec.gov |
| Kai Wealth LLC | Chicago | $407.7 million | 45 | 9 | Not listed | (312) 605-8020 | adviserinfo.sec.gov | |
| Arena Private Wealth | Chicago | $404.7 million | 613 | 8 | 7 | (312) 798-9045 | adviserinfo.sec.gov | |
| LCM Capital Management Inc | Chicago | $403 million | 982 | 7 | Not listed | (312) 705-3013 | adviserinfo.sec.gov | |
| Palo Duro Investment Partners, LP | Chicago | $402.8 million | 7 | 6 | 3 | (312) 264-4670 | paloduro.com | adviserinfo.sec.gov |
| Lester Financial Group, LLC | Champaign | $398.6 million | 1,118 | 5 | Not listed | (217) 356-6533 | lesterfinancialgroup.com | adviserinfo.sec.gov |
| Longshore Capital Partners | Chicago | $397.6 million | 4 | 11 | 4 | (312) 237-3838 | longshorecp.com | adviserinfo.sec.gov |
| Bentley Financial Group | Downers Grove | $392.8 million | 747 | 4 | Not listed | (630) 541-6363 | bentleyfinancialgroup.com | adviserinfo.sec.gov |
| RCM Wealth Advisors | Chicago | $388.8 million | 1,123 | 15 | Not listed | (866) 903-1822 | rcmwa.com | adviserinfo.sec.gov |
| Vermillion Financial Advisors, Inc. | South Barrington | $386.7 million | 1,021 | 10 | Not listed | (847) 382-9999 | vermillionfinancial.com | adviserinfo.sec.gov |
| Squadron Capital Management LLC | Oak Brook | $385.7 million | 2 | 4 | 1 | (214) 478-3862 | squadroncapitalmgmt.com | adviserinfo.sec.gov |
| Carter Financial Group, Inc. | Barrington | $382.2 million | 2,257 | 9 | Not listed | (847) 713-2700 | adviserinfo.sec.gov | |
| Unique Wealth Strategies | Burr Ridge | $381.5 million | 842 | 10 | Not listed | (630) 318-0565 | adviserinfo.sec.gov | |
| Bruce & Co Inc | Chicago | $379.5 million | 3 | 1 | Not listed | (312) 236-9160 | adviserinfo.sec.gov | |
| Siena Capital Partners GP, LLC | Evanston | $379.3 million | 1 | 5 | 1 | (312) 559-1850 | sienacapital.net | adviserinfo.sec.gov |
| Prospect Partners Advisors LLC | Chicago | $378.4 million | 3 | 12 | 3 | (312) 782-7400 | prospect-partners.com | adviserinfo.sec.gov |
| Pritzker Alternative Strategies | Chicago | $378.3 million | 1 | 7 | 1 | (312) 447-6087 | adviserinfo.sec.gov | |
| Oak Wealth Advisors LLC | Northbrook | $373.7 million | 545 | 7 | Not listed | (847) 945-8888 | oakwealth.com | adviserinfo.sec.gov |
| Hughes & Company | Chicago | $367.4 million | 3 | 13 | 3 | (312) 238-9600 | hughes-co.com | adviserinfo.sec.gov |
| Chicago Wealth Management, Inc. | Chicago | $365.7 million | 1,037 | 6 | Not listed | (312) 376-8350 | adviserinfo.sec.gov | |
| Sebold Capital Management, Inc | Lisle | $364.3 million | 889 | 9 | Not listed | (630) 548-9700 | adviserinfo.sec.gov | |
| Windrock Wealth Management | Naperville | $363.2 million | 583 | 5 | 1 | (312) 650-9593 | windrockwealth.com | adviserinfo.sec.gov |
| Dearborn Capital Management, LLC | Chicago | $360.9 million | 2 | 12 | Not listed | (312) 756-4450 | grantparkfunds.com | adviserinfo.sec.gov |
| Bluestem Financial Advisors, LLC | Savoy | $358.2 million | 1,010 | 10 | Not listed | (217) 352-0000 | jakekuebler.com | adviserinfo.sec.gov |
| Precise Investment Management, Inc. | Highland Park | $349.2 million | 80 | 8 | Not listed | (702) 906-0940 | adviserinfo.sec.gov | |
| Booster Asset Management, LLC | Wheaton | $346.1 million | 1 | 2 | Not listed | (630) 653-1400 | adviserinfo.sec.gov | |
| Ergawealth Advisors, Inc. | Oak Brook | $341.5 million | 1,077 | 5 | Not listed | (630) 320-2078 | ergawealth.com | adviserinfo.sec.gov |
| Left Brain Wealth Management, LLC | Naperville | $340.4 million | 712 | 7 | 3 | (630) 517-9300 | adviserinfo.sec.gov | |
| Wavvest Wealth | Chicago | $339.9 million | 144 | 6 | Not listed | (630) 699-8602 | adviserinfo.sec.gov | |
| Aza Capital Management | Chicago | $339.6 million | 839 | 8 | Not listed | (312) 429-0880 | adviserinfo.sec.gov | |
| Riverspan Partners LP | Chicago | $338.6 million | 3 | 13 | 3 | (312) 602-0777 | riverspan.com | adviserinfo.sec.gov |
| Lucas Group Financial Advisors, LLC | Freeport | $337.7 million | 1,176 | 9 | Not listed | (815) 235-9610 | lucasgroupfinancial.com | adviserinfo.sec.gov |
| New England Research & Management, Inc. | Chicago | $337.1 million | 408 | 4 | Not listed | (312) 212-1704 | nerminc.com | adviserinfo.sec.gov |
| Journey Financial Group, Inc. | Buffalo Grove | $336.5 million | 915 | 7 | Not listed | (847) 229-9191 | jfgplan.com | adviserinfo.sec.gov |
| Cogent Strategic Wealth LLC | Chicago | $336 million | 446 | 4 | Not listed | (312) 382-8388 | adviserinfo.sec.gov | |
| Neuberger Berman Loan Advisers Europe II LP | Chicago | $334.6 million | 1 | 3 | 1 | (312) 325-7700 | adviserinfo.sec.gov | |
| Dibenedetto & Associates LTD | Loves Park | $333.1 million | 640 | 3 | Not listed | (815) 654-8850 | trustdnb.com | adviserinfo.sec.gov |
| Corazon Group LLC | Chicago | $331.5 million | 6 | 14 | 6 | (312) 952-1654 | corazon.com | adviserinfo.sec.gov |
| The Nestegg Group, Inc. | Lincolnwood | $331 million | 746 | 3 | Not listed | (847) 677-6378 | thenestegggroup.com | adviserinfo.sec.gov |
| Bernardi Asset Management, LLC | Northfield | $331 million | 146 | 22 | Not listed | (312) 281-2021 | bernardisecurities.com | adviserinfo.sec.gov |
| Powers Advisory Group, LLC | Highland | $329.5 million | 1,603 | 7 | Not listed | (618) 654-6262 | powersinvest.com | adviserinfo.sec.gov |
| Benchmark Investment Advisors LLC | Chicago | $329.2 million | 126 | 6 | Not listed | (312) 259-9595 | trustbenchmark.com | adviserinfo.sec.gov |
| Kenney Investments Inc | Northfield | $328.5 million | 34 | 2 | Not listed | (847) 441-2642 | adviserinfo.sec.gov | |
| Latko Wealth Management, LTD. | Frankfort | $327.2 million | 1,134 | 7 | Not listed | (815) 469-8887 | latkowealth.com | adviserinfo.sec.gov |
| HFR Asset Management, L.L.C | Chicago | $326.2 million | 2 | 2 | 2 | (312) 327-0430 | adviserinfo.sec.gov | |
| HFR Investments, LLC | Chicago | $326.2 million | 2 | 2 | 2 | (312) 327-0430 | hfr-investments.com | adviserinfo.sec.gov |
| Mendel Money Management Inc | Northbrook | $317.1 million | 631 | 7 | Not listed | (847) 564-0970 | adviserinfo.sec.gov | |
| Oca Ventures, LLC | Chicago | $316.4 million | 7 | 15 | 7 | (312) 443-5028 | adviserinfo.sec.gov | |
| Kenora Financial, LLC | Des Plaines | $315.8 million | 100 | 7 | 1 | (847) 257-7200 | kenorafinancial.com | adviserinfo.sec.gov |
| The Future Fund LLC | Chicago | $314.4 million | 3 | 3 | Not listed | (312) 825-1280 | adviserinfo.sec.gov | |
| CTS Financial Planning, Inc. | Chicago | $313.9 million | 732 | 9 | Not listed | (312) 337-1040 | adviserinfo.sec.gov | |
| Hilco Investment Advisors, LLC | Northbrook | $313.1 million | 3 | 160 | Not listed | (847) 509-1100 | adviserinfo.sec.gov | |
| Wellment Financial | Elmhurst | $312.7 million | 1,266 | 21 | Not listed | (630) 993-8200 | academy.wellment.com | adviserinfo.sec.gov |
| Monere Wealth Management, Inc. | Schaumburg | $312 million | 555 | 10 | Not listed | (312) 585-3850 | monereinvest.com | adviserinfo.sec.gov |
| Tilia Holdings, LLC | Chicago | $311.9 million | 3 | 11 | 3 | (312) 535-0225 | tiliallc.com | adviserinfo.sec.gov |
| Temerity Strategic Partners | Chicago | $304.7 million | 3 | 10 | 3 | (312) 971-9855 | temeritystrategic.com | adviserinfo.sec.gov |
| Emc Capital Advisors, LLC | Bannockburn | $304.7 million | 1 | 5 | Not listed | (847) 267-8700 | emccta.com | adviserinfo.sec.gov |
| Mack Investment Securities, Inc. | Northfield | $302.6 million | 1,017 | 8 | Not listed | (847) 657-6600 | macktracks.com | adviserinfo.sec.gov |
| Access Financial Group, Inc. | Chicago | $302.3 million | 315 | 6 | Not listed | (312) 655-8200 | afinancial.com | adviserinfo.sec.gov |
| Cypress Investment Management, LLC | Oakbrook Terrace | $302.2 million | 127 | 6 | 127 | (331) 307-7444 | cypressholdings.com | adviserinfo.sec.gov |
| Praxis Capital Management LLC | Chicago | $301.4 million | 1 | 12 | 1 | (312) 222-4930 | praxiscm.com | adviserinfo.sec.gov |
| Vital Wealth Management, LLC | Rosemont | $300.8 million | 780 | 2 | Not listed | (847) 384-9703 | adviserinfo.sec.gov | |
| Sterling Bay Capital Advisers, LLC | Chicago | $297.6 million | 12 | 18 | 12 | (312) 466-4100 | vimeo.com | adviserinfo.sec.gov |
| Project Level Management Company, LLC | Chicago | $293.8 million | 4 | 50 | 4 | (312) 726-0140 | adviserinfo.sec.gov | |
| Nextgen Growth Partners, LLC | Chicago | $293.7 million | 8 | 15 | 8 | (312) 882-8998 | nextgengp.com | adviserinfo.sec.gov |
| Fiduciary Financial Partners, LLC | Naperville | $293.3 million | 829 | 6 | Not listed | (630) 780-1534 | adviserinfo.sec.gov | |
| The Planning Group | Northfield | $291.5 million | 761 | 4 | Not listed | (847) 441-9400 | planning-group.com | adviserinfo.sec.gov |
| Millington Financial Advisors, LLC | Naperville | $291.4 million | 554 | 11 | Not listed | (630) 922-7900 | millingtonfa.com | adviserinfo.sec.gov |
| Investbev | Chicago | $290.9 million | 7 | 10 | 6 | (312) 617-9057 | investbev.com | adviserinfo.sec.gov |
| Guardian Wealth Management Inc. | Peoria | $289.1 million | 429 | 5 | Not listed | (309) 692-1460 | gwmanagers.com | adviserinfo.sec.gov |
| McBeath Financial Group | Normal | $287 million | 680 | 8 | Not listed | (309) 808-2224 | adviserinfo.sec.gov | |
| RPC Private Wealth, LLC | Hinsdale | $286.3 million | 1,228 | 1 | Not listed | (630) 887-8488 | adviserinfo.sec.gov | |
| Pearson Creek Capital Management LLC | Chicago | $284.8 million | 92 | 1 | Not listed | (312) 878-5520 | pearsoncreekcapital.com | adviserinfo.sec.gov |
| Maxwell Street Capital Partners, LP | Evanston | $284.3 million | 4 | 9 | 4 | (888) 608-8674 | maxwellstreetcap.com | adviserinfo.sec.gov |
| Holder Wealth Management | Champaign | $284 million | 302 | 3 | Not listed | (217) 398-4015 | holderwealthmgt.com | adviserinfo.sec.gov |
| Stonebridge Wealth Management LLC | Oak Brook | $283.3 million | 1,016 | 4 | Not listed | (630) 230-1830 | adviserinfo.sec.gov | |
| Pendulum Wealth Partners | Itasca | $282.8 million | 927 | 13 | Not listed | (630) 861-6143 | pendulum.partners | adviserinfo.sec.gov |
| Cypress Wealth Management | Oakbrook Terrace | $282.7 million | 50 | 6 | 1 | (331) 307-7444 | cypressholdings.com | adviserinfo.sec.gov |
| Detterbeck Wealth Management | Palatine | $279.2 million | 790 | 6 | Not listed | (847) 934-6262 | dwmgmt.com | adviserinfo.sec.gov |
| Horizon Family Wealth, Inc. | Chicago | $278.8 million | 418 | 2 | Not listed | (312) 442-9192 | horizonfamilywealth.com | adviserinfo.sec.gov |
| 4wealth Advisors, Inc. | Burr Ridge | $275.3 million | 1,262 | 13 | Not listed | (708) 695-5300 | adviserinfo.sec.gov | |
| O'Connor Financial Group LLC | Quincy | $275.3 million | 1,062 | 7 | Not listed | (217) 223-0113 | adviserinfo.sec.gov | |
| Chicago Investment Advisory Group | Mokena | $275.1 million | 1,910 | 7 | Not listed | (708) 478-7190 | ciag.us | adviserinfo.sec.gov |
| Klaff Realty, LP | Chicago | $275 million | 8 | 10 | 7 | (312) 360-1234 | adviserinfo.sec.gov | |
| Signature Financial Services, LTD | Arlington Heights | $274 million | 506 | 12 | Not listed | (847) 545-8070 | adviserinfo.sec.gov | |
| Uhlmann Investment Management, L.L.C. | Skokie | $273.2 million | 460 | 11 | Not listed | (312) 264-4400 | upsecurities.com | adviserinfo.sec.gov |
| E. a. Horwitz LLC | Deerfield | $272.6 million | 369 | 13 | Not listed | (224) 632-4600 | adviserinfo.sec.gov | |
| Eastgate Capital Advisors LLC | Winnetka | $271.5 million | 306 | 5 | Not listed | (312) 690-4900 | eastgateca.com | adviserinfo.sec.gov |
| Tradelink Capital LLC | Chicago | $267.8 million | 2 | 11 | 2 | (312) 264-2000 | tradelinkllc.com | adviserinfo.sec.gov |
| Brentview Investment Management, LLC | Rosemont | $265.7 million | 315 | 6 | Not listed | (312) 283-4450 | adviserinfo.sec.gov | |
| The Dala Group, LLC | Hoffman Estates | $265.2 million | 1,080 | 11 | Not listed | (847) 485-0248 | adviserinfo.sec.gov | |
| Allied Asset Advisors Inc | Hometown | $262 million | 1 | 3 | Not listed | (877) 417-6161 | investaaa.com | adviserinfo.sec.gov |
| Greenstone Belt Wealth Advisors, LLC | Chicago | $260.1 million | 337 | 5 | Not listed | (312) 952-6550 | adviserinfo.sec.gov | |
| Clark Wealth Partners, LLC | O'Fallon | $259.9 million | 1,193 | 7 | Not listed | (618) 607-4101 | clarkwealthpartners.com | adviserinfo.sec.gov |
| Pluscios Management LLC | Evanston | $258.1 million | 5 | 5 | 6 | (224) 420-7040 | pluscios.com | adviserinfo.sec.gov |
| 103 Advisory Group | Chicago | $257.2 million | 89 | 2 | Not listed | (312) 543-8759 | adviserinfo.sec.gov | |
| Frontaura Capital LLC | Chicago | $256.6 million | 2 | 4 | 2 | (312) 777-1500 | frontauracapital.com | adviserinfo.sec.gov |
| Estate & Trust Advisors | Riverwoods | $256.5 million | 720 | 6 | Not listed | (847) 441-4600 | etaadvisor.com | adviserinfo.sec.gov |
| Winona Capital Management, LLC | Chicago | $255.6 million | 7 | 6 | 7 | (312) 334-8800 | adviserinfo.sec.gov | |
| Gate City Capital Management, LLC | Chicago | $253.6 million | 3 | 4 | 1 | (312) 825-1228 | gatecitycap.com | adviserinfo.sec.gov |
| Patrick M. Sweeney & Associates, Inc | Libertyville | $252.5 million | 305 | 2 | Not listed | (847) 277-7771 | patrickmsweeney.com | adviserinfo.sec.gov |
| Main Street Investment Advisors, LLC | Northbrook | $250.3 million | 144 | 3 | Not listed | (847) 480-7055 | mainstinvest.com | adviserinfo.sec.gov |
| Prairie Rivers Investments, LLC | Robinson | $249.3 million | 876 | 5 | Not listed | (618) 544-9010 | ourpri.com | adviserinfo.sec.gov |
| Lakewood Asset Management, LLC | Naperville | $248.7 million | 365 | 5 | Not listed | (312) 543-1772 | lakewoodasset.com | adviserinfo.sec.gov |
| Tenet Wealth Partners, LLC | Champaign | $246.9 million | 442 | 4 | Not listed | (217) 281-4250 | adviserinfo.sec.gov | |
| Impact Engine | Chicago | $246.8 million | 8 | 9 | 6 | (872) 228-5197 | adviserinfo.sec.gov | |
| 210 Financial | Morton | $242.8 million | 1,786 | 16 | Not listed | (309) 263-1333 | 210financial.com | adviserinfo.sec.gov |
| Prism Planning Partners | Libertyville | $241.5 million | 482 | 4 | Not listed | (847) 250-9870 | adviserinfo.sec.gov | |
| Interactive Financial Advisors | New Lenox | $240.4 million | 2,075 | 33 | Not listed | (630) 472-1300 | someonewhocares.com | adviserinfo.sec.gov |
| Arlington Wealth Management | Arlington Heights | $235.9 million | 750 | 5 | Not listed | (847) 670-4030 | arlington-capital.com | adviserinfo.sec.gov |
| Lind Capital Partners | Evanston | $235 million | 79 | 5 | Not listed | (312) 878-3830 | lindcapitalpartners.com | adviserinfo.sec.gov |
| Mpi Wealth Management LLC | Hinsdale | $233.6 million | 156 | 4 | Not listed | (630) 325-6900 | adviserinfo.sec.gov | |
| Lizard Investors LLC | Chicago | $232.8 million | 6 | 2 | 1 | (312) 803-7311 | lizardinvestors.com | adviserinfo.sec.gov |
| Roppel Capital Management LLC | Park Ridge | $231.5 million | 3 | 3 | 3 | (847) 318-9001 | adviserinfo.sec.gov | |
| Forest Asset Management LLC | Riverside | $230.7 million | 468 | 3 | Not listed | (708) 447-7086 | adviserinfo.sec.gov | |
| Woodfield Financial Advisors, Inc. | Deer Park | $230.1 million | 390 | 3 | Not listed | (847) 726-9600 | adviserinfo.sec.gov | |
| Chicago Investment Advisory Council, Inc. | St. Charles | $230 million | 1,500 | 11 | Not listed | (630) 444-1410 | adviserinfo.sec.gov | |
| Alerce Investment Management, L.P. | Chicago | $226.9 million | 26 | 4 | 13 | (312) 448-5500 | adviserinfo.sec.gov | |
| Mentor Capital Management Inc. | Chicago | $226.4 million | 1,248 | 4 | Not listed | (312) 526-3838 | mentoradvisers.com | adviserinfo.sec.gov |
| Williams Capital Management Company | Wilmette | $225.6 million | 22 | 1 | Not listed | (847) 256-5565 | adviserinfo.sec.gov | |
| Mindful Wealth LLC | Glencoe | $225.3 million | 279 | 1 | Not listed | (312) 953-9900 | mindfulwealthllc.com | adviserinfo.sec.gov |
| Bantamac Capital, LLC | Chicago | $224.7 million | 49 | 4 | Not listed | (872) 326-1723 | bantamac.com | adviserinfo.sec.gov |
| Via IV Investments, LLC | Burr Ridge | $221.8 million | 532 | 4 | Not listed | (630) 674-7226 | viaiv.com | adviserinfo.sec.gov |
| Erie Street Growth Partners | Chicago | $221.2 million | 7 | 2 | 7 | (312) 640-7080 | eriestreet.com | adviserinfo.sec.gov |
| Rising Point Capital | Chicago | $219.6 million | 4 | 9 | 4 | (312) 479-8582 | risingpointcapital.com | adviserinfo.sec.gov |
| Madden Funds Management | Oak Park | $217.9 million | 472 | 3 | Not listed | (708) 848-3200 | maddenfunds.com | adviserinfo.sec.gov |
| Core Capital Management, LLC | Chicago | $216.2 million | 3 | 6 | 1 | (312) 346-2542 | adviserinfo.sec.gov | |
| KRM Financial Planning & Wealth Management, LLC | St. Charles | $211.5 million | 516 | 3 | Not listed | (630) 377-8760 | krmfinancial.com | adviserinfo.sec.gov |
| Virtue Asset Management LLC | Barrington | $211.4 million | 261 | 3 | Not listed | (847) 892-7145 | adviserinfo.sec.gov | |
| Phase III Advisory Services, LTD | Buffalo Grove | $210.9 million | 1,400 | 3 | Not listed | (847) 520-5545 | adviserinfo.sec.gov | |
| Treetop Wealth Management, LLC | Northfield | $210 million | 350 | 3 | Not listed | (847) 386-6707 | treetopwm.com | adviserinfo.sec.gov |
| Prairieview Wealth & Tax Advisors | Frankfort | $207.5 million | 882 | 9 | Not listed | (708) 326-4750 | adviserinfo.sec.gov | |
| Parkview Asset Management, Inc. | Oakbrook Terrace | $206.1 million | 287 | 4 | Not listed | (708) 481-4000 | wpn360.com | adviserinfo.sec.gov |
| Western Pacific Wealth Management, LP | Lake Forest | $205.5 million | 33 | 3 | Not listed | (847) 987-8015 | westpacwm.com | adviserinfo.sec.gov |
| Crystal Rock Capital Management, LLC. | Bannockburn | $203.9 million | 3 | 4 | 1 | (847) 282-7010 | crystalrockcap.com | adviserinfo.sec.gov |
| DV Capital Advisors, LLC | Chicago | $203.4 million | 7 | 11 | 5 | (312) 663-7111 | adviserinfo.sec.gov | |
| Chicago Capital Management, LLC | Chicago | $202.8 million | 6 | 4 | 5 | (312) 374-9000 | chicagocapitalmanagement.com | adviserinfo.sec.gov |
| Stride Investments, LLC | Chicago | $200.9 million | 1,522 | 8 | Not listed | (312) 767-9166 | adviserinfo.sec.gov | |
| Uncommon Equity LLC | Chicago | $198.8 million | 11 | 8 | 11 | (312) 546-8140 | adviserinfo.sec.gov | |
| PMG Wealth Management | Hawthorn Woods | $198.3 million | 775 | 4 | Not listed | (847) 550-6100 | adviserinfo.sec.gov | |
| Trueman Brown | Lake Zurich | $196.1 million | 373 | 2 | Not listed | (847) 228-1968 | adviserinfo.sec.gov | |
| ARK Advisors LLC | Bloomington | $195.6 million | 1,059 | 2 | Not listed | (309) 661-2000 | arkadvisorsllc.com | adviserinfo.sec.gov |
| American Community Wealth Management, LLC | Crystal Lake | $195.4 million | 430 | 5 | Not listed | (815) 479-9024 | adviserinfo.sec.gov | |
| Tetley Investments, LLC | Park Ridge | $193.9 million | 525 | 3 | Not listed | (773) 698-6862 | adviserinfo.sec.gov | |
| MWS Capital Consultants LLC | Chicago | $193.7 million | 449 | 3 | Not listed | (773) 412-4302 | mwscapital.com | adviserinfo.sec.gov |
| Kinzie Capital Partners | Chicago | $193 million | 8 | 12 | 8 | (312) 809-2490 | adviserinfo.sec.gov | |
| Grizzlyrock Capital, LLC | Chicago | $192.7 million | 5 | 2 | 2 | (312) 605-6317 | grizzlyrockcapital.com | adviserinfo.sec.gov |
| Financial Elements, Inc | Rolling Meadows | $192.6 million | 417 | 2 | Not listed | (847) 496-4179 | adviserinfo.sec.gov | |
| Linden Wealth Management LLC | Oak Park | $192.3 million | 51 | 1 | Not listed | (708) 948-7111 | lindenwm.com | adviserinfo.sec.gov |
| Masus Financial Group, LTD. | Batavia | $190.6 million | 606 | 4 | Not listed | (630) 879-8464 | masusfinancial.com | adviserinfo.sec.gov |
| Three Sixty | Bloomington | $190.1 million | 627 | 6 | Not listed | (630) 219-1695 | adviserinfo.sec.gov | |
| Harbour Financial Resources, LTD | Skokie | $189.8 million | 362 | 3 | Not listed | (847) 675-6836 | adviserinfo.sec.gov | |
| Signet Private Wealth, LLC | Chicago | $189.7 million | 283 | 4 | Not listed | (312) 796-7546 | adviserinfo.sec.gov | |
| McCulley Financial Group, LLC | Westchester | $188.7 million | 169 | 4 | Not listed | (312) 219-9000 | adviserinfo.sec.gov | |
| Wall Street Financial Group, Inc. | Carlinville | $187.7 million | 1,208 | 3 | Not listed | (800) 303-9255 | adviserinfo.sec.gov | |
| First Analysis Capital Management LLC | Chicago | $186.2 million | 8 | 25 | 8 | (312) 258-1400 | adviserinfo.sec.gov | |
| Boon Capital Advisors LLC | Northbrook | $185 million | 275 | 2 | 3 | (224) 326-2044 | adviserinfo.sec.gov | |
| Equity Armor Investments | Chicago | $184.3 million | 121 | 3 | Not listed | (312) 318-9191 | equityarmorinvestments.com | adviserinfo.sec.gov |
| GLL Investors | Chicago | $184.1 million | 5 | 3 | 5 | (773) 525-3038 | gllinvestors.com | adviserinfo.sec.gov |
| Kuhn & Company Investment Counsel, LLC | Chicago | $182.7 million | 187 | 3 | Not listed | (630) 416-7700 | adviserinfo.sec.gov | |
| Barrett Upton Capital Partners | Lake Forest | $182.3 million | 4 | 9 | 4 | (847) 752-0292 | barrettupton.com | adviserinfo.sec.gov |
| Lakeshore Capital Group, Inc. | Rolling Meadows | $181.5 million | 637 | 3 | Not listed | (847) 701-0400 | adviserinfo.sec.gov | |
| Cyr Financial Inc. | Hennepin | $180.5 million | 1,348 | 9 | Not listed | (815) 925-7501 | adviserinfo.sec.gov | |
| T2 Asset Management, LLC | Naperville | $180 million | 850 | 8 | Not listed | (888) 354-8499 | adviserinfo.sec.gov | |
| Mirretti Perryman Wealth Strategies, LLC | Skokie | $178.9 million | 178 | 4 | Not listed | (847) 983-0123 | mirrettiperryman.com | adviserinfo.sec.gov |
| Hull Tactical | Chicago | $177 million | 2 | 11 | Not listed | (312) 356-3150 | hulltactical.com | adviserinfo.sec.gov |
| McLaughlin Asset Management, Inc. | Danville | $176.1 million | 319 | 4 | Not listed | (217) 442-6484 | adviserinfo.sec.gov | |
| Benchmark Capital Group LTD. | Galena | $173.6 million | 383 | 3 | Not listed | (815) 777-0600 | benchmarkcapitalgroup.com | adviserinfo.sec.gov |
| Tilden Loucks & Woodnorth LLC | Elmhurst | $173.3 million | 47 | 4 | Not listed | (312) 475-1400 | lasallest.com | adviserinfo.sec.gov |
| Liberty Asset Management, Inc. | Woodridge | $172.7 million | 502 | 2 | Not listed | (630) 789-9653 | adviserinfo.sec.gov | |
| North Shore Investment Consulting LLC | Wilmette | $170.5 million | 300 | 1 | Not listed | (847) 445-4100 | nsinv.com | adviserinfo.sec.gov |
| Pacesetter Financial Group, L.L.C. | Lincoln | $170.5 million | 766 | 10 | Not listed | (217) 735-1576 | adviserinfo.sec.gov | |
| Kuhn Capital Partners | Oak Brook | $169.9 million | 271 | 5 | 4 | (800) 674-3217 | adviserinfo.sec.gov | |
| Silva Capital Management LLC | Chicago | $169.4 million | 3 | 1 | Not listed | (312) 840-8259 | silvacapitalmanagement.com | adviserinfo.sec.gov |
| Lifepoint Planning | Schaumburg | $168.5 million | 451 | 3 | Not listed | (844) 505-3618 | adviserinfo.sec.gov | |
| Illuminate Wealth Management | Barrington | $167.6 million | 380 | 6 | Not listed | (847) 595-1315 | illuminatewm.com | adviserinfo.sec.gov |
| McDonnell Capital Management | Frankfort | $166.7 million | 467 | 3 | Not listed | (708) 925-9507 | mcdonnell-capital.com | adviserinfo.sec.gov |
| Capital Gains Incorporated | Niles | $166.6 million | 9 | 3 | Not listed | (847) 318-9975 | capgns.com | adviserinfo.sec.gov |
| Expressive Wealth LLC | Chicago | $165.2 million | 468 | 10 | Not listed | (847) 595-8812 | adviserinfo.sec.gov | |
| PR Wealth Management Group | East Moline | $164.9 million | 456 | 5 | Not listed | (309) 792-8291 | adviserinfo.sec.gov | |
| Marquee Capital Advisors | Chicago | $162.7 million | 5 | 21 | 5 | (773) 404-2827 | marqueecapitaladvisors.com | adviserinfo.sec.gov |
| Savant Investment Advisers, Inc. | Homewood | $162.5 million | 439 | 3 | Not listed | (708) 799-7477 | savantadvisers.com | adviserinfo.sec.gov |
| Magellan Investment Partners North America, Inc. | Westmont | $162.2 million | 2 | 4 | Not listed | (847) 509-9860 | us.magellaninvestmentpartners.com | adviserinfo.sec.gov |
| Steward Advisors, LLC | Chicago | $160.7 million | 354 | 4 | Not listed | (630) 537-0111 | adviserinfo.sec.gov | |
| Zendamentals | Chicago | $160.7 million | 1,065 | 1 | Not listed | (773) 248-1000 | adviserinfo.sec.gov | |
| SCG Asset Management LLC | Naperville | $158.7 million | 11 | 6 | Not listed | (312) 784-3952 | scgamllc.com | adviserinfo.sec.gov |
| Valoran Capital Management | Chicago | $157.8 million | 9 | 3 | 9 | (312) 545-5572 | valorancapitalmanagement.com | adviserinfo.sec.gov |
| Avocet Capital Management LLC | Northbrook | $157.8 million | 194 | 2 | Not listed | (312) 925-0152 | avocetcapital.com | adviserinfo.sec.gov |
| Winchester Asset Management, LLC | Chicago | $154 million | 4 | 2 | 1 | (312) 858-3359 | winchesteram.com | adviserinfo.sec.gov |
| Sheffield Asset Management, L.L.C. | Chicago | $151.7 million | 1 | 3 | 1 | (312) 506-6400 | sheffieldmgmt.com | adviserinfo.sec.gov |
| Convexitas | Chicago | $151.3 million | 11 | 4 | Not listed | (312) 210-9650 | adviserinfo.sec.gov | |
| Opus Financial Solutions LLC | Downers Grove | $150.8 million | 504 | 2 | Not listed | (331) 777-5449 | adviserinfo.sec.gov | |
| Kuhn Wealth Management Inc. | Schaumburg | $150.8 million | 991 | 3 | Not listed | (847) 607-4976 | kuhnwealth.com | adviserinfo.sec.gov |
| Lincoln Capital Advisers LLC | Chicago | $150 million | 1 | 7 | Not listed | (312) 345-8780 | lpc.com | adviserinfo.sec.gov |
| Barrett Wealth Connection LLC | Spring Grove | $148 million | 419 | 3 | Not listed | (815) 529-7527 | bwconnect.co | adviserinfo.sec.gov |
| Outlook Capital Management, LLC | Arlington Heights | $147.4 million | 169 | 2 | Not listed | (847) 797-0600 | outlookcapitalmanagement.com | adviserinfo.sec.gov |
| Kruse Asset Management, LLC | Chicago | $146.2 million | 519 | 2 | 2 | (312) 775-6000 | kruseassetmanagement.com | adviserinfo.sec.gov |
| Monetta Financial Services Inc | Wheaton | $144.8 million | 2 | 3 | Not listed | (630) 462-9800 | monetta.com | adviserinfo.sec.gov |
| Midwest Financial Network, LLC | Tinley Park | $141.9 million | 537 | 2 | Not listed | (708) 670-3083 | midwfinancial.com | adviserinfo.sec.gov |
| Clement Street Capital LLC | Downers Grove | $141 million | 202 | 2 | Not listed | (630) 701-9359 | clementstreetcapital.com | adviserinfo.sec.gov |
| Vertis Wealth, LLC | Chicago | $140.7 million | 2,160 | 17 | Not listed | (774) 874-3686 | vertiswealth.com | adviserinfo.sec.gov |
| Monroe Capital Real Estate Credit Advisors, LLC | Chicago | $140.2 million | 1 | 50 | Not listed | (312) 258-8300 | adviserinfo.sec.gov | |
| Fortis Portfolio Solutions, LLC | Chicago | $140 million | 276 | 2 | Not listed | (713) 854-6442 | fortisportfolio.com | adviserinfo.sec.gov |
| Centerstar Asset Management, LLC | Chicago | $138.6 million | 3 | 8 | 3 | (312) 256-9627 | adviserinfo.sec.gov |
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.
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