Research Report · 2026-06-30
Largest Registered Investment Advisers in Chicago
Chicago SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
374
Total AUM
$5.62T
Median AUM
$1.10B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | BLUESPRUCE INVESTMENTS, LP | CHICAGO | 167311 | $4.45B | 10 | 2026-03-31 | → |
| 102 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | CHICAGO | 337770 | $4.42B | 130 | 2026-03-31 | → |
| 103 | WATERTON INVESTMENT ADVISER, L.L.C. | CHICAGO | 285602 | $4.33B | 226 | 2026-06-30 | → |
| 104 | AARON WEALTH ADVISORS LLC | CHICAGO | 298079 | $4.29B | 16 | 2026-05-31 | → |
| 105 | CHANNING CAPITAL MANAGEMENT, LLC | CHICAGO | 128450 | $4.25B | 20 | 2026-03-31 | → |
| 106 | GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | CHICAGO | 129288 | $4.12B | 5 | 2026-03-31 | → |
| 107 | FREEPORT FINANCIAL PARTNERS LLC | CHICAGO | 166682 | $4.07B | 24 | 2026-03-31 | → |
| 108 | PROMANAGE, LLC | CHICAGO | 133357 | $4.06B | 9 | 2026-06-30 | → |
| 109 | ATTUCKS ASSET MANAGEMENT, LLC | CHICAGO | 118891 | $3.86B | 12 | 2026-03-31 | → |
| 110 | FOREST CAPITAL MANAGEMENT, LLC | CHICAGO | 171659 | $3.75B | 11 | 2026-03-31 | → |
| 111 | VICTORY PARK CAPITAL ADVISORS, LLC | CHICAGO | 161079 | $3.65B | 60 | 2026-03-31 | → |
| 112 | CRESSEY & COMPANY LP | CHICAGO | 155606 | $3.55B | 47 | 2026-03-31 | → |
| 113 | RETIREMENT PLAN ADVISORS, LLC | CHICAGO | 122758 | $3.54B | 47 | 2026-03-31 | → |
| 114 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | CHICAGO | 106201 | $3.30B | 17 | 2026-03-31 | → |
| 115 | LINCOLN ADVISORY GROUP, LLC | CHICAGO | 114003 | $3.22B | 11 | 2026-03-31 | → |
| 116 | GCP INVESTMENT ADVISOR, LLC | CHICAGO | 171093 | $3.22B | 70 | 2026-03-31 | → |
| 117 | BURFORD CAPITAL INVESTMENT MANAGEMENT LLC | CHICAGO | 167365 | $3.17B | 170 | 2026-03-31 | → |
| 118 | NORTH SQUARE INVESTMENTS, LLC | CHICAGO | 294355 | $3.15B | 27 | 2026-05-31 | → |
| 119 | CHESLEY, TAFT & ASSOCIATES, LLC | CHICAGO | 111578 | $3.01B | 18 | 2026-03-31 | → |
| 120 | WP GLOBAL PARTNERS LLC | CHICAGO | 135689 | $3.01B | 25 | 2026-04-30 | → |
| 121 | KODAI CAPITAL MANAGEMENT LP | CHICAGO | 328086 | $2.93B | 44 | 2025-04-30 | → |
| 122 | PORT CAPITAL LLC | CHICAGO | 206517 | $2.85B | 13 | 2026-02-28 | → |
| 123 | EDGEWATER SERVICES, LLC | CHICAGO | 159926 | $2.84B | 25 | 2026-04-30 | → |
| 124 | PEAKLINE PARTNERS, LLC | CHICAGO | 306449 | $2.81B | 45 | 2026-05-31 | → |
| 125 | ROTHSCHILD INVESTMENT LLC | CHICAGO | 728 | $2.79B | 39 | 2026-03-31 | → |
| 126 | SINGERMAN REAL ESTATE MANAGEMENT COMPANY, L.P. | CHICAGO | 168331 | $2.77B | 25 | 2026-05-31 | → |
| 127 | ARETE WEALTH ADVISORS, LLC | CHICAGO | 145488 | $2.75B | 135 | 2026-06-30 | → |
| 128 | DEARBORN PARTNERS L.L.C. | CHICAGO | 108147 | $2.74B | 24 | 2026-03-31 | → |
| 129 | PPM LOAN MANAGEMENT COMPANY 2, LLC | CHICAGO | 297186 | $2.72B | 12 | 2026-03-31 | → |
| 130 | EMBREE FINANCIAL GROUP | CHICAGO | 108233 | $2.64B | 19 | 2026-02-28 | → |
| 131 | MESIROW RE-IA, INC. | CHICAGO | 328098 | $2.64B | 21 | 2026-06-30 | → |
| 132 | S2G INVESTMENTS, LLC | CHICAGO | 330022 | $2.58B | 55 | 2026-05-31 | → |
| 133 | TYREE & D'ANGELO PARTNERS MANAGEMENT LP | CHICAGO | 298088 | $2.58B | 56 | 2026-03-31 | → |
| 134 | CONSTELLATION WEALTH CAPITAL, LLC | CHICAGO | 326917 | $2.52B | 20 | 2026-03-31 | → |
| 135 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | CHICAGO | 117681 | $2.50B | 26 | 2026-04-30 | → |
| 136 | HEARD CAPITAL LLC | CHICAGO | 297176 | $2.40B | 10 | 2026-04-30 | → |
| 137 | CIVC PARTNERS, L.P. | CHICAGO | 157330 | $2.33B | 32 | 2026-03-31 | → |
| 138 | VESTOR CAPITAL, LLC | CHICAGO | 165855 | $2.28B | 27 | 2026-03-31 | → |
| 139 | ZUCKERMAN INVESTMENT GROUP, LLC | CHICAGO | 137785 | $2.17B | 15 | 2026-03-31 | → |
| 140 | DISTILLATE CAPITAL PARTNERS LLC | CHICAGO | 297521 | $2.11B | 4 | 2026-02-28 | → |
| 141 | GERCHEN CAPITAL MANAGEMENT, LLC | CHICAGO | 316524 | $2.11B | 23 | 2026-03-31 | → |
| 142 | MAREN CAPITAL LLC | CHICAGO | 319626 | $2.08B | 6 | 2026-04-30 | → |
| 143 | GILLSON CAPITAL LP | CHICAGO | 284079 | $2.07B | 16 | 2026-03-31 | → |
| 144 | MADISON AVENUE FINANCIAL SOLUTIONS, LLC | CHICAGO | 307461 | $2.06B | 1 | 2026-05-31 | → |
| 145 | DOYENNE WEALTH ADVISORS LLC | CHICAGO | 315995 | $2.04B | 18 | 2026-05-31 | → |
| 146 | KEEBECK PARTNERS, LLC | CHICAGO | 297496 | $2.03B | 9 | 2026-03-31 | → |
| 147 | FRONTENAC COMPANY LLC | CHICAGO | 156096 | $2.03B | 28 | 2026-03-31 | → |
| 148 | BANKERS LIFE ADVISORY SERVICES, INC. | CHICAGO | 281285 | $1.94B | 384 | 2026-03-31 | → |
| 149 | ENTREPRENEURIAL EQUITY PARTNERS, L.P. | CHICAGO | 300436 | $1.93B | 19 | 2026-03-31 | → |
| 150 | LARAMAR MULTI-FAMILY VALUE MANAGER, LLC | CHICAGO | 161298 | $1.91B | 19 | 2026-03-31 | → |
| 151 | PREP INVESTMENT ADVISERS, L.L.C. | CHICAGO | 296631 | $1.91B | 34 | 2026-03-31 | → |
| 152 | BEECKEN PETTY O'KEEFE & COMPANY, LLC | CHICAGO | 157573 | $1.90B | 17 | 2026-03-31 | → |
| 153 | BLUE VISTA CAPITAL, LLC | CHICAGO | 127001 | $1.89B | 60 | 2026-05-31 | → |
| 154 | HEITMAN REAL ESTATE SECURITIES LLC | CHICAGO | 107134 | $1.82B | 141 | 2026-03-31 | → |
| 155 | CORE INDUSTRIAL PARTNERS, LLC | CHICAGO | 293334 | $1.80B | 40 | 2026-03-31 | → |
| 156 | OFS CAPITAL MANAGEMENT, LLC | CHICAGO | 153533 | $1.76B | 47 | 2026-03-31 | → |
| 157 | CENTER ROCK CAPITAL PARTNERS, LP | CHICAGO | 291521 | $1.73B | 18 | 2026-03-31 | → |
| 158 | SLATE ADVISORY SERVICE (US) LLC | CHICAGO | 310404 | $1.71B | 80 | 2026-03-31 | → |
| 159 | OAK RIDGE INVESTMENTS, LLC | CHICAGO | 107066 | $1.70B | 13 | 2026-05-31 | → |
| 160 | ENERGIZE CAPITAL LLC | CHICAGO | 289047 | $1.67B | 26 | 2026-03-31 | → |
| 161 | NORTHERN TRUST SECURITIES, INC. | CHICAGO | 7927 | $1.66B | 385 | 2026-05-31 | → |
| 162 | LPC REALTY ADVISORS I, LLC | CHICAGO | 112175 | $1.65B | 9 | 2026-03-31 | → |
| 163 | MULLER & MONROE ASSET MANAGEMENT,LLC | CHICAGO | 132073 | $1.63B | 17 | 2026-03-31 | → |
| 164 | CREATION INVESTMENTS CAPITAL MANAGEMENT, LLC | CHICAGO | 171581 | $1.60B | 21 | 2026-03-31 | → |
| 165 | PROMUS CAPITAL, LLC | CHICAGO | 147597 | $1.60B | 28 | 2025-05-31 | → |
| 166 | PEKIN HARDY STRAUSS, INC. | CHICAGO | 107310 | $1.55B | 19 | 2026-03-31 | → |
| 167 | KEYSTONE CAPITAL MANAGEMENT, LP | CHICAGO | 314798 | $1.55B | 32 | 2026-03-31 | → |
| 168 | ARIEL ALTERNATIVES, LLC | CHICAGO | 314178 | $1.51B | 57 | 2026-03-31 | → |
| 169 | ORIGAMI CAPITAL PARTNERS, LLC | CHICAGO | 160054 | $1.48B | 10 | 2026-04-30 | → |
| 170 | MEDIQUS ASSET ADVISORS INC | CHICAGO | 107694 | $1.46B | 11 | 2026-03-31 | → |
| 171 | DORSEY ASSET MANAGEMENT LLC | CHICAGO | 169056 | $1.45B | 10 | 2026-03-31 | → |
| 172 | MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. | CHICAGO | 156890 | $1.44B | 19 | 2026-03-31 | → |
| 173 | SHERIDAN CP, LP | CHICAGO | 299035 | $1.44B | 30 | 2026-05-31 | → |
| 174 | FOURSTAR WEALTH ADVISORS, LLC | CHICAGO | 169613 | $1.42B | 48 | 2026-03-31 | → |
| 175 | TRUEMARK INVESTMENTS, LLC | CHICAGO | 306600 | $1.42B | 6 | 2026-06-30 | → |
| 176 | V-SQUARE QUANTITATIVE MANAGEMENT LLC | CHICAGO | 310355 | $1.42B | 5 | 2026-03-31 | → |
| 177 | PIVOT CAPITAL PARTNERS LLC | CHICAGO | 335324 | $1.40B | 2 | 2026-06-30 | → |
| 178 | EQUITY INTERNATIONAL MANAGEMENT, LLC | CHICAGO | 156961 | $1.40B | 13 | 2026-03-31 | → |
| 179 | SG CAPITAL MANAGEMENT LLC | CHICAGO | 134471 | $1.38B | 10 | 2026-03-31 | → |
| 180 | INVISION MANAGEMENT INC. | CHICAGO | 330151 | $1.34B | 26 | 2026-06-30 | → |
| 181 | SAVOIE CAPITAL LLC | CHICAGO | 167497 | $1.32B | 3 | 2026-04-30 | → |
| 182 | URBAN FINANCIAL ADVISORY CORP | CHICAGO | 110057 | $1.28B | 15 | 2025-09-30 | → |
| 183 | PROMUS ASSET MANAGEMENT, LLC | CHICAGO | 165478 | $1.27B | 13 | 2026-04-30 | → |
| 184 | AGR PARTNERS LLC | CHICAGO | 283081 | $1.17B | 14 | 2026-05-31 | → |
| 185 | LAKE STREET PRIVATE WEALTH, LLC | CHICAGO | 296761 | $1.16B | 9 | 2026-03-31 | → |
| 186 | WISHBONE MANAGEMENT, LP | CHICAGO | 283479 | $1.12B | 22 | 2026-03-31 | → |
| 187 | COHEN CAPITAL ADVISORS, LLC | CHICAGO | 339112 | $1.10B | 11 | 2026-05-31 | → |
| 188 | NEW HARBOR CAPITAL MANAGEMENT, LP | CHICAGO | 283319 | $1.09B | 18 | 2026-05-31 | → |
| 189 | MAY RIVER CAPITAL, LLC | CHICAGO | 166007 | $1.09B | 19 | 2026-03-31 | → |
| 190 | OFS CLO MANAGEMENT II, LLC | CHICAGO | 323411 | $1.09B | 50 | 2026-03-31 | → |
| 191 | RUNWAY GROWTH CAPITAL LLC | CHICAGO | 281514 | $1.03B | 26 | 2026-03-31 | → |
| 192 | PARK PIEDMONT ADVISORS LLC | CHICAGO | 129451 | $1.03B | 11 | 2025-09-30 | → |
| 193 | GROWTH CATALYST PARTNERS, L.P. | CHICAGO | 311410 | $1.01B | 14 | 2026-05-31 | → |
| 194 | LONGFORD CAPITAL MANAGEMENT, LP | CHICAGO | 284049 | $1.00B | 14 | 2026-03-31 | → |
| 195 | BURLING WEALTH PARTNERS, LLC | CHICAGO | 332198 | $1.00B | 8 | 2026-03-31 | → |
| 196 | KABOUTER MANAGEMENT, LLC | CHICAGO | 153099 | $992.5M | 15 | 2026-03-31 | → |
| 197 | ADVISORY RESEARCH INC | CHICAGO | 108254 | $991.3M | 14 | 2026-03-31 | → |
| 198 | INTERTIDE PARTNERS L.L.C. | CHICAGO | 326896 | $971.4M | 3 | 2026-04-30 | → |
| 199 | CHICAGO ATLANTIC ADVISERS, LLC | CHICAGO | 311619 | $970.3M | 93 | 2026-05-31 | → |
| 200 | RIVERBEND CAPITAL ADVISORS, LLC | CHICAGO | 157117 | $964.8M | 5 | 2026-03-31 | → |
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