# Investment advisers in Illinois: 811 firms, page 2

Updated November 10, 2026.

Largest advisers by AUM, 301 to 600 of 811, in the same order as page 1.

## The full lists

This record is a row of these lists. 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.

- [Investment advisers in Illinois](https://specstream.ai/data/investment-advisers/state/illinois): 811 rows, the SEC's Form ADV file of November 2, 2026, $40.55, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers/state/illinois
- [Investment advisers (SEC registered and exempt reporting)](https://specstream.ai/data/investment-advisers): 24,111 rows, the SEC's Form ADV file of November 2, 2026, $321.11, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/investment-advisers

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](https://specstream.ai/data/investment-advisers/firm/air-asset-management-288165) | Chicago | $754.2 million | 14 | 18 | 13 | (312) 625-8385 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288165) |
| [Ofs Clo Management, LLC](https://specstream.ai/data/investment-advisers/firm/ofs-clo-management-llc-288373) | Chicago | $743.9 million | 4 | 47 | 4 | (847) 734-2000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/288373) |
| [Waystone Asset Management (USA) LLC](https://specstream.ai/data/investment-advisers/firm/waystone-asset-management-usa-llc-315393) | Chicago | $742.6 million | 1 | 5 | 1 | (312) 724-9036 | waystone.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315393) |
| [Stenger Family Office, LLC](https://specstream.ai/data/investment-advisers/firm/stenger-family-office-llc-325089) | Naperville | $734.9 million | 2,287 | 10 | Not listed | (630) 912-8295 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/325089) |
| [CL Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/cl-wealth-management-llc-134922) | Schaumburg | $733.6 million | 2,165 | 42 | Not listed | (212) 388-6200 | leadingedgefinancialgroup.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/134922) |
| [Walled Lake Planning & Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/walled-lake-planning-wealth-management-llc-299595) | Highland Park | $732.2 million | 2,161 | 8 | Not listed | (847) 616-2590 | wlpwm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/299595) |
| [Parkergale, LLC](https://specstream.ai/data/investment-advisers/firm/parkergale-llc-284237) | Chicago | $719.1 million | 3 | 14 | 3 | (312) 698-6300 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/284237) |
| [Taiber, Kosmala & Associates, LLC](https://specstream.ai/data/investment-advisers/firm/taiber-kosmala-associates-llc-161703) | Chicago | $716.7 million | 16 | 18 | Not listed | (312) 300-4781 | taiberkosmala.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161703) |
| [Skinner, Copper & Ehmen Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/skinner-copper-ehmen-wealth-management-llc-159255) | Springfield | $705.7 million | 2,063 | 10 | Not listed | (217) 753-4020 | scewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/159255) |
| [1 Seed Partners LLC](https://specstream.ai/data/investment-advisers/firm/1-seed-partners-llc-329288) | Chicago | $703.5 million | 13 | 13 | 13 | (312) 847-0543 | 1seedpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329288) |
| [Aberdeen Wealth Management LLC](https://specstream.ai/data/investment-advisers/firm/aberdeen-wealth-management-llc-108525) | Lake Bluff | $699.1 million | 418 | 4 | Not listed | (312) 456-3315 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108525) |
| [Dream Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/dream-capital-advisors-llc-142788) | Lincolnshire | $695.3 million | 84 | 2 | Not listed | (847) 970-9090 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/142788) |
| [Providence Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/providence-wealth-advisors-llc-153646) | Frankfort | $684.4 million | 1,384 | 11 | Not listed | (815) 306-2020 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153646) |
| [McNally Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/mcnally-advisors-llc-158707) | Chicago | $680.9 million | 16 | 21 | 15 | (312) 357-3710 | mcnallycapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158707) |
| [1st & Main Growth Partners](https://specstream.ai/data/investment-advisers/firm/1st-main-growth-partners-106305) | Chicago | $680.4 million | 3 | 13 | 3 | (312) 855-6202 | 1standmain.co | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106305) |
| [Pinnacle Financial Group LLC](https://specstream.ai/data/investment-advisers/firm/pinnacle-financial-group-llc-116600) | Western Springs | $672.7 million | 1,217 | 7 | Not listed | (708) 246-6262 | mypinnaclefinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/116600) |
| [Adams Street Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/adams-street-advisors-llc-333783) | Chicago | $672.1 million | 1 | 318 | Not listed | (312) 553-7890 | adamsstreetpartners.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/333783) |
| [Periscope Equity LLC](https://specstream.ai/data/investment-advisers/firm/periscope-equity-llc-290326) | Chicago | $667 million | 8 | 16 | 8 | (312) 281-6205 | periscopeequity.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290326) |
| [Logan Stone](https://specstream.ai/data/investment-advisers/firm/logan-stone-311547) | Chicago | $664.3 million | 13 | 3 | 2 | (312) 858-1670 | loganstonecap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311547) |
| [Bcu Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/bcu-wealth-advisors-llc-164173) | Vernon Hills | $653.6 million | 2,051 | 17 | Not listed | (847) 932-8007 | targetcu.org | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/164173) |
| [Rings Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/rings-capital-management-llc-166601) | Chicago | $653 million | 3 | 2 | 3 | (773) 654-3526 | framtidenholdings.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/166601) |
| [Essex LLC](https://specstream.ai/data/investment-advisers/firm/essex-llc-108352) | Deer Park | $649.3 million | 2,294 | 9 | Not listed | (847) 777-7800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/108352) |
| [Shankervalleau Wealth Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/shankervalleau-wealth-advisors-inc-117527) | Skokie | $645.3 million | 675 | 8 | Not listed | (847) 475-2900 | shankervalleau.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/117527) |
| [TSFG, LLC](https://specstream.ai/data/investment-advisers/firm/tsfg-llc-172555) | Lake Forest | $642.8 million | 1,718 | 9 | Not listed | (847) 735-7100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/172555) |
| [Mwa Financial Services, Inc.](https://specstream.ai/data/investment-advisers/firm/mwa-financial-services-inc-112630) | Rock Island | $640 million | 3,724 | 721 | Not listed | (309) 558-3100 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112630) |
| [Hemsley Advisors, LTD.](https://specstream.ai/data/investment-advisers/firm/hemsley-advisors-ltd-106414) | Chicago | $638.1 million | 745 | 5 | Not listed | (847) 381-7314 | hemsleyadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106414) |
| [Rock Island Capital](https://specstream.ai/data/investment-advisers/firm/rock-island-capital-161623) | Oak Brook | $636.6 million | 13 | 10 | 13 | (630) 413-9136 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161623) |
| [DHJJ Financial Advisors](https://specstream.ai/data/investment-advisers/firm/dhjj-financial-advisors-107034) | Naperville | $623.4 million | 1,413 | 11 | Not listed | (630) 420-1360 | dhjjfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/107034) |
| [James T. Borello & Co.](https://specstream.ai/data/investment-advisers/firm/james-t-borello-co-16860) | East Dundee | $621.9 million | 743 | 4 | Not listed | (847) 426-0200 | jamestborello.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/16860) |
| [Oak Family Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/oak-family-advisors-llc-141332) | Chicago | $621 million | 853 | 6 | Not listed | (312) 373-7221 | ofallc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/141332) |
| [Red Arts Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/red-arts-capital-management-llc-316396) | Chicago | $619.5 million | 3 | 15 | 3 | (312) 678-4251 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316396) |
| [Innovative Capital Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/innovative-capital-advisors-llc-161281) | Chicago | $619.5 million | 25 | 7 | Not listed | (312) 263-6408 | icadv.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/161281) |
| [Lago Asset Management](https://specstream.ai/data/investment-advisers/firm/lago-asset-management-305631) | Chicago | $604.9 million | 12 | 15 | 12 | (773) 417-5246 | lagoinnovation.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305631) |
| [Sequoia Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/sequoia-wealth-management-llc-170543) | Barrington | $599.6 million | 2,892 | 16 | Not listed | (847) 310-5900 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/170543) |
| [Avathon Capital Management LP](https://specstream.ai/data/investment-advisers/firm/avathon-capital-management-lp-332243) | Chicago | $598.6 million | 11 | 10 | 11 | (312) 351-2301 | avathoncapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332243) |
| [Brookstone Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/brookstone-asset-management-llc-153467) | Wheaton | $597.9 million | 8 | 5 | Not listed | (630) 653-1400 | formulafoliofunds.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153467) |
| [Hedeker Wealth LLC](https://specstream.ai/data/investment-advisers/firm/hedeker-wealth-llc-124341) | Lincolnshire | $595.1 million | 768 | 6 | Not listed | (847) 913-5594 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/124341) |
| [Capital Resource Management,Inc.](https://specstream.ai/data/investment-advisers/firm/capital-resource-management-inc-106768) | Deerfield | $593.2 million | 124 | 4 | Not listed | (847) 948-1700 | crminvest.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106768) |
| [Shorehill Capital LLC](https://specstream.ai/data/investment-advisers/firm/shorehill-capital-llc-286004) | Chicago | $576.2 million | 2 | 12 | 2 | (312) 876-7267 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/286004) |
| [Bulletproof Capital, LLC](https://specstream.ai/data/investment-advisers/firm/bulletproof-capital-llc-341136) | Chicago | $575.8 million | 16 | 8 | 2 | (847) 922-7460 | bulletproof-capital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/341136) |
| [North Shore Private Asset Management, LLC](https://specstream.ai/data/investment-advisers/firm/north-shore-private-asset-management-llc-130132) | Lake Forest | $572.6 million | 449 | 4 | Not listed | (888) 375-4918 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/130132) |
| [Tallwoods Partners, LLC](https://specstream.ai/data/investment-advisers/firm/tallwoods-partners-llc-168865) | Chicago | $569.4 million | 20 | 2 | Not listed | (312) 283-3697 | tallwoods.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168865) |
| [Pondera Holdings LLC](https://specstream.ai/data/investment-advisers/firm/pondera-holdings-llc-315097) | Chicago | $563.8 million | 8 | 5 | 8 | (312) 930-9050 | ponderaholdings.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315097) |
| [Matrix Private Capital Group](https://specstream.ai/data/investment-advisers/firm/matrix-private-capital-group-285531) | Chicago | $561 million | 827 | 8 | 4 | (312) 736-9572 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/285531) |
| [Fountainhead Financial, LLC](https://specstream.ai/data/investment-advisers/firm/fountainhead-financial-llc-150813) | Chicago | $543.2 million | 100 | 3 | Not listed | (312) 222-9840 | fountainheadfinancial.us | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/150813) |
| [River Street Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/river-street-advisors-llc-153537) | Aurora | $539.2 million | 1,081 | 12 | Not listed | (630) 906-5501 | oldsecond.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153537) |
| [Hendricks Wealth and Estate Management](https://specstream.ai/data/investment-advisers/firm/hendricks-wealth-and-estate-management-289593) | Algonquin | $536.1 million | 2,734 | 7 | Not listed | (847) 428-3997 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/289593) |
| [Trigran Investments, Inc.](https://specstream.ai/data/investment-advisers/firm/trigran-investments-inc-155200) | Northbrook | $533.2 million | 14 | 9 | 2 | (847) 656-1640 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/155200) |
| [CMT Asset Management LLC](https://specstream.ai/data/investment-advisers/firm/cmt-asset-management-llc-290487) | Chicago | $532.7 million | 14 | 27 | 14 | (312) 930-9050 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/290487) |
| [Xxi Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/xxi-wealth-llc-330796) | Chicago | $531.5 million | 380 | 5 | Not listed | (312) 300-2670 | xxiwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/330796) |
| [Rai Wealth](https://specstream.ai/data/investment-advisers/firm/rai-wealth-324695) | Naperville | $530.8 million | 1,220 | 12 | Not listed | (630) 733-8434 | raiwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324695) |
| [Santa Barbara Management](https://specstream.ai/data/investment-advisers/firm/santa-barbara-management-334801) | Chicago | $530.2 million | 267 | 18 | Not listed | (734) 604-9891 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/334801) |
| [Cura Wealth Advisors, LLC](https://specstream.ai/data/investment-advisers/firm/cura-wealth-advisors-llc-332511) | Chicago | $527.7 million | 701 | 3 | Not listed | (312) 608-8806 | curawealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332511) |
| [Graybill Wealth Management, LTD.](https://specstream.ai/data/investment-advisers/firm/graybill-wealth-management-ltd-112046) | Elmhurst | $525.8 million | 650 | 5 | Not listed | (630) 941-9460 | graybillwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112046) |
| [Mowery & Schoenfeld Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/mowery-schoenfeld-wealth-management-llc-118366) | Lincolnshire | $524.4 million | 799 | 10 | Not listed | (847) 247-8959 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/118366) |
| [5th Century Partners](https://specstream.ai/data/investment-advisers/firm/5th-century-partners-313522) | Chicago | $521.2 million | 5 | 14 | 5 | (312) 242-0071 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/313522) |
| [CRG Fund Manager, LLC](https://specstream.ai/data/investment-advisers/firm/crg-fund-manager-llc-311944) | Chicago | $516.9 million | 5 | 3 | 5 | (312) 216-5624 | realcrg.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/311944) |
| [Taiko Private Wealth](https://specstream.ai/data/investment-advisers/firm/taiko-private-wealth-329909) | Chicago | $514.8 million | 58 | 3 | Not listed | (312) 300-4781 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/329909) |
| [Serenity Investment Advisors](https://specstream.ai/data/investment-advisers/firm/serenity-investment-advisors-307924) | Chicago | $513.6 million | 1,109 | 7 | Not listed | (312) 734-1415 | serenitywm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307924) |
| [Systima Capital Management](https://specstream.ai/data/investment-advisers/firm/systima-capital-management-168318) | Chicago | $512.6 million | 7 | 7 | 6 | (312) 481-7229 | systimacapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/168318) |
| [LFL Advisers, LLC](https://specstream.ai/data/investment-advisers/firm/lfl-advisers-llc-163963) | Evanston | $506.8 million | 4 | 3 | 1 | (847) 868-8750 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/163963) |
| [Transition Equity Partners, LLC](https://specstream.ai/data/investment-advisers/firm/transition-equity-partners-llc-324358) | Chicago | $501.8 million | 8 | 10 | 8 | (773) 805-2463 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/324358) |
| [Ruedi Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/ruedi-wealth-management-inc-173262) | Champaign | $498 million | 1,249 | 5 | Not listed | (217) 356-1400 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173262) |
| [Sterling Wealth Management, Inc.](https://specstream.ai/data/investment-advisers/firm/sterling-wealth-management-inc-131304) | Champaign | $494.6 million | 737 | 7 | Not listed | (217) 398-1900 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/131304) |
| [Busey Capital Management, Inc.](https://specstream.ai/data/investment-advisers/firm/busey-capital-management-inc-128044) | Urbana | $493.8 million | 512 | 22 | Not listed | (217) 365-4800 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128044) |
| [Lifewise Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/lifewise-wealth-advisors-341748) | Champaign | $491.9 million | 1,123 | 8 | Not listed | (217) 351-8755 | lifewisewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/341748) |
| [Iron Financial LLC](https://specstream.ai/data/investment-advisers/firm/iron-financial-llc-106682) | Northbrook | $489.2 million | 649 | 10 | 3 | (847) 715-3200 | ironfinancial.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/106682) |
| [I-Qu & Co.](https://specstream.ai/data/investment-advisers/firm/i-qu-co-301006) | Chicago | $485.8 million | 14 | 7 | 10 | (415) 228-8254 | i-qu.co | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/301006) |
| [Vantage Point Financial, LLC](https://specstream.ai/data/investment-advisers/firm/vantage-point-financial-llc-305016) | Lisle | $484.6 million | 1,683 | 17 | Not listed | (331) 204-6212 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/305016) |
| [Rail-Splitter Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/rail-splitter-capital-management-llc-338394) | Winnetka | $484.1 million | 108 | 3 | Not listed | (773) 294-6099 | rail-splitter.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338394) |
| [Altman Advisors](https://specstream.ai/data/investment-advisers/firm/altman-advisors-281778) | Chicago | $483.4 million | 553 | 13 | Not listed | (312) 759-7801 | altmanadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/281778) |
| [15 Wealth Advisors LLC](https://specstream.ai/data/investment-advisers/firm/15-wealth-advisors-llc-337459) | Mundelein | $481.5 million | 687 | 15 | Not listed | (847) 735-7103 | 15wealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/337459) |
| [Nine Ten Capital Management](https://specstream.ai/data/investment-advisers/firm/nine-ten-capital-management-171420) | Chicago | $480.6 million | 1 | 3 | 1 | (847) 868-0893 | ninetencapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/171420) |
| [Meredith Wealth Planning](https://specstream.ai/data/investment-advisers/firm/meredith-wealth-planning-300019) | Maryville | $478.7 million | 914 | 2 | Not listed | (618) 744-6755 | meredithwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300019) |
| [The Invictus Collective, LLC](https://specstream.ai/data/investment-advisers/firm/the-invictus-collective-llc-310744) | Park Ridge | $476 million | 88 | 8 | 1 | (866) 636-3468 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/310744) |
| [Zimmerman Wealth Management, LLC](https://specstream.ai/data/investment-advisers/firm/zimmerman-wealth-management-llc-127526) | Evanston | $472.4 million | 225 | 7 | Not listed | (847) 556-3200 | zimmermanwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/127526) |
| [North Branch Capital Management, L.P.](https://specstream.ai/data/investment-advisers/firm/north-branch-capital-management-l-p-307344) | Oak Brook | $467.5 million | 5 | 8 | 5 | (630) 782-1590 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/307344) |
| [Cypress Capital Partners, LLC](https://specstream.ai/data/investment-advisers/firm/cypress-capital-partners-llc-140754) | Chicago | $464.4 million | 53 | 3 | Not listed | (312) 397-9090 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/140754) |
| [Sterling Fund Management, LLC](https://specstream.ai/data/investment-advisers/firm/sterling-fund-management-llc-160338) | Chicago | $461.6 million | 9 | 30 | 8 | (312) 465-7000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/160338) |
| [Cambridge Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/cambridge-capital-management-llc-110932) | O'Fallon | $457.8 million | 984 | 5 | Not listed | (618) 206-3262 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/110932) |
| [Vistamark Investments](https://specstream.ai/data/investment-advisers/firm/vistamark-investments-335309) | Hinsdale | $456 million | 101 | 4 | Not listed | (312) 498-5703 | vistamarkllc.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/335309) |
| [Benford Capital Partners Management, L.P.](https://specstream.ai/data/investment-advisers/firm/benford-capital-partners-management-l-p-309272) | Chicago | $456 million | 7 | 20 | 7 | (312) 932-0200 | benfordcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/309272) |
| [Merit Capital Partners VI, LLC](https://specstream.ai/data/investment-advisers/firm/merit-capital-partners-vi-llc-341399) | Chicago | $448.2 million | 3 | 19 | 3 | (312) 592-6111 | meritcapital.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/341399) |
| [Leslie Global Wealth, LLC](https://specstream.ai/data/investment-advisers/firm/leslie-global-wealth-llc-128202) | Itasca | $446.8 million | 1,007 | 6 | Not listed | (312) 946-1000 | leslieglobalwealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/128202) |
| [Inland Advisory Services, LLC](https://specstream.ai/data/investment-advisers/firm/inland-advisory-services-llc-338893) | Oak Brook | $443.1 million | 1 | 48 | Not listed | (630) 218-8000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/338893) |
| [Sage Private Wealth Group, LLC](https://specstream.ai/data/investment-advisers/firm/sage-private-wealth-group-llc-173399) | Oakbrook Terrace | $440.8 million | 480 | 15 | Not listed | (630) 933-0000 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/173399) |
| [Borealis Strategic Capital Partners, LP](https://specstream.ai/data/investment-advisers/firm/borealis-strategic-capital-partners-lp-300562) | Chicago | $440.4 million | 8 | 6 | 3 | (312) 897-3474 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/300562) |
| [Bates Financial Advisors, Inc.](https://specstream.ai/data/investment-advisers/firm/bates-financial-advisors-inc-116515) | Rockford | $439.2 million | 1,273 | 5 | Not listed | (815) 332-4020 | batesfinancialadvisors.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/116515) |
| [Newport Investment Management, LLC](https://specstream.ai/data/investment-advisers/firm/newport-investment-management-llc-153918) | Chicago | $438.8 million | 6 | 17 | 5 | (312) 724-7031 | app.junipersquare.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/153918) |
| [Highview Capital Management, LLC](https://specstream.ai/data/investment-advisers/firm/highview-capital-management-llc-306195) | Buffalo Grove | $416.3 million | 257 | 5 | Not listed | (888) 757-6610 | hv-cap.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/306195) |
| [Bard Associates Inc](https://specstream.ai/data/investment-advisers/firm/bard-associates-inc-104984) | Chicago | $416.2 million | 388 | 10 | 1 | (312) 782-9600 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/104984) |
| [SGL Financial, LLC](https://specstream.ai/data/investment-advisers/firm/sgl-financial-llc-158023) | Buffalo Grove | $416 million | 2,713 | 33 | Not listed | (847) 499-3330 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/158023) |
| [Watershed Private Wealth](https://specstream.ai/data/investment-advisers/firm/watershed-private-wealth-316408) | Oak Brook | $413.7 million | 555 | 3 | Not listed | (630) 478-0195 | watershedprivatewealth.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/316408) |
| [Kerberos Capital Management LLC](https://specstream.ai/data/investment-advisers/firm/kerberos-capital-management-llc-315699) | Chicago | $412.2 million | 13 | 8 | 4 | (312) 854-8787 | kerberoscm.com | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/315699) |
| [Slagle Financial, LLC.](https://specstream.ai/data/investment-advisers/firm/slagle-financial-llc-149976) | Edwardsville | $411.7 million | 3,253 | 21 | Not listed | (618) 692-1657 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/149976) |
| [Rooted Wealth Advisors](https://specstream.ai/data/investment-advisers/firm/rooted-wealth-advisors-313759) | Bourbonnais | $408.8 million | 3,720 | 22 | Not listed | (866) 766-8332 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/313759) |
| [Quad City Investment Center](https://specstream.ai/data/investment-advisers/firm/quad-city-investment-center-112187) | Moline | $408 million | 746 | 8 | Not listed | (563) 388-5436 | qcbt.bank | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/112187) |
| [Kai Wealth LLC](https://specstream.ai/data/investment-advisers/firm/kai-wealth-llc-332136) | Chicago | $407.7 million | 45 | 9 | Not listed | (312) 605-8020 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332136) |
| [Arena Private Wealth](https://specstream.ai/data/investment-advisers/firm/arena-private-wealth-332302) | Chicago | $404.7 million | 613 | 8 | 7 | (312) 798-9045 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/332302) |
| [LCM Capital Management Inc](https://specstream.ai/data/investment-advisers/firm/lcm-capital-management-inc-111074) | Chicago | $403 million | 982 | 7 | Not listed | (312) 705-3013 |  | [adviserinfo.sec.gov](https://adviserinfo.sec.gov/firm/summary/111074) |

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Source: [the SEC's Form ADV data files for investment advisers](https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-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.

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