Research Report · 2026-02-28
Largest Registered Investment Advisers in Illinois
Illinois SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
100
Total AUM
$100.22B
Median AUM
$300.7M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CAPITAL STRATEGIES INVESTMENT GROUP LLC | OAKBROOK TERRACE | 150091 | $21.29B | 23 | 2025-07-31 | → |
| 2 | BMO FAMILY OFFICE, LLC | CHICAGO | 110264 | $9.99B | 130 | 2026-01-31 | → |
| 3 | COLUMBIA WANGER ASSET MANAGEMENT, LLC | CHICAGO | 111168 | $5.83B | 13 | 2025-06-30 | → |
| 4 | PLANPILOT, LLC | CHICAGO | 160319 | $5.58B | 15 | 2026-02-28 | → |
| 5 | CHICAGO CAPITAL, LLC | CHICAGO | 291624 | $4.82B | 18 | 2026-01-31 | → |
| 6 | PERFORMANCE WEALTH PARTNERS, LLC | HINSDALE | 311735 | $4.09B | 15 | 2026-02-28 | → |
| 7 | KODAI CAPITAL MANAGEMENT LP | CHICAGO | 328086 | $2.93B | 44 | 2025-04-30 | → |
| 8 | PORT CAPITAL LLC | CHICAGO | 206517 | $2.85B | 13 | 2026-02-28 | → |
| 9 | ARETE WEALTH ADVISORS, LLC | CHICAGO | 145488 | $2.75B | 135 | 2026-02-28 | → |
| 10 | EMBREE FINANCIAL GROUP | CHICAGO | 108233 | $2.64B | 19 | 2026-02-28 | → |
| 11 | DISTILLATE CAPITAL PARTNERS LLC | CHICAGO | 297521 | $2.11B | 4 | 2026-02-28 | → |
| 12 | FELDMAN, INGARDONA & CO. | DOWNERS GROVE | 29449 | $1.73B | 6 | 2025-09-30 | → |
| 13 | PROMUS CAPITAL, LLC | CHICAGO | 147597 | $1.60B | 28 | 2025-05-31 | → |
| 14 | ROMANO BROTHERS AND COMPANY | EVANSTON | 3215 | $1.54B | 16 | 2026-02-28 | → |
| 15 | JVM CAPITAL L.L.C. | OAK BROOK | 170207 | $1.34B | 7 | 2025-03-31 | → |
| 16 | URBAN FINANCIAL ADVISORY CORP | CHICAGO | 110057 | $1.28B | 15 | 2025-09-30 | → |
| 17 | KEB ASSET MANAGEMENT, LLC | SPRINGFIELD | 117935 | $1.27B | 17 | 2026-01-31 | → |
| 18 | COFG ADVISORS, LLC | OAK BROOK | 333344 | $1.21B | 19 | 2026-02-28 | → |
| 19 | RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC | SKOKIE | 137021 | $1.13B | 15 | 2025-03-31 | → |
| 20 | HORIZON WEALTH MANAGEMENT, LLC | LA GRANGE | 170255 | $1.08B | 10 | 2026-02-28 | → |
| 21 | PARK PIEDMONT ADVISORS LLC | CHICAGO | 129451 | $1.03B | 11 | 2025-09-30 | → |
| 22 | STRATEGIC INVESTMENT SOLUTIONS, INC. | ORLAND PARK | 143128 | $830.2M | 14 | 2026-02-28 | → |
| 23 | MPS-LORIA FINANCIAL PLANNERS,LLC | BURR RIDGE | 122866 | $826.6M | 7 | 2026-02-28 | → |
| 24 | FAIRHAVEN WEALTH MANAGEMENT, LLC | WHEATON | 173771 | $783.2M | 19 | 2025-02-28 | → |
| 25 | WISDOM FINANCIAL SERVICES, L.L.C. | GENESEO | 127385 | $779.2M | 14 | 2026-02-28 | → |
| 26 | MOLLER WEALTH PARTNERS, INC. | NORTHFIELD | 110493 | $755.9M | 7 | 2026-02-28 | → |
| 27 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC | SPRINGFIELD | 159255 | $705.7M | 10 | 2026-01-31 | → |
| 28 | ESSEX LLC | DEER PARK | 108352 | $649.3M | 9 | 2026-01-31 | → |
| 29 | INNOVATIVE CAPITAL ADVISORS, LLC | CHICAGO | 161281 | $619.5M | 7 | 2026-01-31 | → |
| 30 | BROOKSTONE ASSET MANAGEMENT, LLC | WHEATON | 153467 | $597.9M | 5 | 2026-02-28 | → |
| 31 | KINNEY ASSET MANAGEMENT, LLC. | CHICAGO | 155498 | $578.1M | 5 | 2025-03-31 | → |
| 32 | GRYPHON ADVISORS, LLC | EVANSTON | 132389 | $533.3M | 8 | 2025-03-31 | → |
| 33 | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | LINCOLNSHIRE | 118366 | $524.4M | 10 | 2026-01-31 | → |
| 34 | JAMES T. BORELLO & CO. | EAST DUNDEE | 16860 | $514.1M | 4 | 2025-10-31 | → |
| 35 | MEREDITH WEALTH PLANNING LLC | MARYVILLE | 300019 | $478.7M | 2 | 2026-01-31 | → |
| 36 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | O'FALLON | 110932 | $457.8M | 5 | 2026-02-28 | → |
| 37 | LESTER FINANCIAL GROUP, LLC | CHAMPAIGN | 317036 | $398.6M | 5 | 2026-02-28 | → |
| 38 | BENTLEY FINANCIAL GROUP, INC. | DOWNERS GROVE | 172474 | $392.8M | 4 | 2026-02-28 | → |
| 39 | SIENA CAPITAL PARTNERS GP, LLC | EVANSTON | 162073 | $379.3M | 5 | 2026-02-28 | → |
| 40 | BLUESTEM FINANCIAL ADVISORS, LLC | SAVOY | 158418 | $358.2M | 10 | 2026-02-28 | → |
| 41 | BOOSTER ASSET MANAGEMENT, LLC | WHEATON | 330362 | $346.1M | 2 | 2026-02-28 | → |
| 42 | BERNARDI ASSET MANAGEMENT, LLC | NORTHFIELD | 120110 | $331.0M | 22 | 2025-11-30 | → |
| 43 | LATKO WEALTH MANAGEMENT, LTD. | FRANKFORT | 282423 | $327.2M | 7 | 2026-01-31 | → |
| 44 | HFR INVESTMENTS, LLC | CHICAGO | 307372 | $326.2M | 2 | 2026-02-28 | → |
| 45 | HFR ASSET MANAGEMENT, L.L.C | CHICAGO | 111705 | $326.2M | 2 | 2026-02-28 | → |
| 46 | OPTIMUM INVESTMENT ADVISORS, LLC | CHICAGO | 105182 | $321.8M | 5 | 2025-03-31 | → |
| 47 | CERTIFIED TAX SERVICE, INC. | CHICAGO | 110960 | $313.9M | 9 | 2025-12-31 | → |
| 48 | MONERE WEALTH MANAGEMENT, INC. | SCHAUMBURG | 173076 | $312.0M | 10 | 2026-02-28 | → |
| 49 | INVESTMENT CENTER, INC. | ORLAND PARK | 123091 | $310.5M | 6 | 2025-03-31 | → |
| 50 | PRAIRIE SKY FINANCIAL GROUP, LLC | LAKE BLUFF | 171672 | $302.1M | 5 | 2025-08-31 | → |
| 51 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | GLEN ELLYN | 109265 | $299.2M | 3 | 2025-02-28 | → |
| 52 | NEW ENGLAND RESEARCH & MANAGEMENT, INC. | CHICAGO | 110739 | $285.2M | 4 | 2025-12-31 | → |
| 53 | PERRITT CAPITAL MANAGEMENT INC | CHICAGO | 111623 | $279.8M | 6 | 2025-09-30 | → |
| 54 | 103 ADVISORY GROUP LLC | CHICAGO | 314694 | $257.2M | 3 | 2026-01-31 | → |
| 55 | MAIN STREET INVESTMENT ADVISORS, LLC | NORTHBROOK | 146036 | $250.3M | 3 | 2026-01-31 | → |
| 56 | FOREST ASSET MANAGEMENT LLC | RIVERSIDE | 139795 | $230.7M | 3 | 2026-02-28 | → |
| 57 | WOODFIELD FINANCIAL ADVISORS, INC. | DEER PARK | 123279 | $230.1M | 3 | 2026-02-28 | → |
| 58 | MADDEN FUNDS MANAGEMENT LTD. | OAK PARK | 110309 | $217.9M | 3 | 2026-02-28 | → |
| 59 | VIRTUE ASSET MANAGEMENT LLC | BARRINGTON | 283438 | $211.4M | 3 | 2026-02-28 | → |
| 60 | TREETOP WEALTH MANAGEMENT, LLC | NORTHFIELD | 155013 | $210.0M | 3 | 2026-01-31 | → |
| 61 | CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. | BANNOCKBURN | 157296 | $203.9M | 4 | 2026-02-28 | → |
| 62 | ALLIED ASSET ADVISORS INC | HOMETOWN | 112441 | $199.8M | 3 | 2025-03-31 | → |
| 63 | ASTOR INVESTMENT MANAGEMENT LLC | CHICAGO | 169679 | $198.4M | 6 | 2025-02-28 | → |
| 64 | ARK ADVISORS LLC | BLOOMINGTON | 167456 | $195.6M | 2 | 2026-01-31 | → |
| 65 | MWS CAPITAL CONSULTANTS LLC | CHICAGO | 125061 | $193.7M | 3 | 2026-02-28 | → |
| 66 | FINANCIAL ELEMENTS, INC | ROLLING MEADOWS | 148557 | $192.6M | 2 | 2026-02-28 | → |
| 67 | SIGNET PRIVATE WEALTH, LLC | CHICAGO | 290029 | $189.7M | 4 | 2026-02-28 | → |
| 68 | WALL STREET FINANCIAL GROUP, INC. | CARLINVILLE | 289051 | $187.7M | 3 | 2026-01-31 | → |
| 69 | PRECISE INVESTMENT MANAGEMENT, INC. | HIGHLAND PARK | 282557 | $186.3M | 6 | 2026-02-28 | → |
| 70 | LAKESHORE CAPITAL GROUP, INC. | ROLLING MEADOWS | 325609 | $181.5M | 3 | 2026-01-31 | → |
| 71 | BENCHMARK CAPITAL GROUP LTD. | GALENA | 123698 | $173.6M | 3 | 2026-02-28 | → |
| 72 | LIBERTY ASSET MANAGEMENT, INC. | WOODRIDGE | 135791 | $172.7M | 3 | 2026-01-31 | → |
| 73 | NORTH SHORE INVESTMENT CONSULTING LLC | WILMETTE | 131763 | $170.5M | 1 | 2026-02-28 | → |
| 74 | LIFEPOINT PLANNING, PLLC | SCHAUMBURG | 296911 | $168.5M | 3 | 2026-02-28 | → |
| 75 | MCDONNELL WEALTH MANAGEMENT, LLC | FRANKFORT | 164252 | $166.7M | 3 | 2026-02-28 | → |
| 76 | CAPITAL GAINS INC | NILES | 111717 | $166.6M | 3 | 2026-01-31 | → |
| 77 | MIDWAY WEALTH PARTNERS, LLC | ARLINGTON HEIGHTS | 323770 | $165.9M | 4 | 2025-05-31 | → |
| 78 | SAVANT INVESTMENT ADVISERS, INC. | HOMEWOOD | 121794 | $162.5M | 3 | 2026-02-28 | → |
| 79 | EDDIE PATEL, INC | CHICAGO | 148411 | $160.7M | 1 | 2026-02-28 | → |
| 80 | BARRETT WEALTH CONNECTION LLC | SPRING GROVE | 161020 | $148.0M | 2 | 2026-02-28 | → |
| 81 | MIDWEST FINANCIAL NETWORK, LLC | TINLEY PARK | 302095 | $141.9M | 2 | 2026-02-28 | → |
| 82 | CLEMENT STREET CAPITAL LLC | DOWNERS GROVE | 159684 | $141.0M | 2 | 2026-02-28 | → |
| 83 | ORBA WEALTH ADVISORS, LLC | CHICAGO | 297351 | $136.9M | 16 | 2025-11-30 | → |
| 84 | BALANCED ASSET STRATEGIES, LTD. | LA GRANGE | 153520 | $133.6M | 3 | 2025-03-31 | → |
| 85 | ARBOR FINANCIAL SERVICES, LLC | DOWNERS GROVE | 150713 | $122.2M | 5 | 2026-02-28 | → |
| 86 | HINSDALE ASSOCIATES, INC. | HINSDALE | 108293 | $120.1M | 2 | 2026-02-28 | → |
| 87 | YUNISTONE INVESTMENT GROUP, LLC | CHICAGO | 149728 | $119.5M | 1 | 2026-02-28 | → |
| 88 | MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. | WESTMONT | 107420 | $119.3M | 4 | 2026-01-31 | → |
| 89 | BONDURANT INVESTMENT ADVISORY, LLC | EVANSTON | 297290 | $111.1M | 3 | 2026-01-31 | → |
| 90 | DILLOW WEALTH MANAGEMENT LLC | OAK BROOK | 313192 | $106.3M | 2 | 2026-02-28 | → |
| 91 | FINANCIAL DESIGN STUDIO, INC. | DEER PARK | 286686 | $105.5M | 4 | 2026-02-28 | → |
| 92 | BAKER & YOEST INVESTMENT ADVISERS, INC. | DEERFIELD | 149115 | $101.7M | 2 | 2025-03-31 | → |
| 93 | INSIGHT SECURITIES, INC. | HIGHLAND PARK | 5611 | $94.2M | 25 | 2025-10-31 | → |
| 94 | BARZIDEH & NADEAU WEALTH MANAGEMENT LLC | BARRINGTON | 334876 | $44.6M | 3 | 2025-06-30 | → |
| 95 | MITCHELL VAUGHT & TAYLOR INC | CHICAGO | 106160 | $42.4M | 5 | 2025-03-31 | → |
| 96 | LINCOLNBRIDGE FINANCIAL PLANNING, LLC | OGLESBY | 333779 | $39.8M | 3 | 2025-03-31 | → |
| 97 | ACCESS SOFTEK ADVISORY SERVICES, LLC | NAPERVILLE | 299800 | $6.3M | 4 | 2026-02-28 | → |
| 98 | AVENTINE CAPITAL MANAGEMENT LLC | CHICAGO | 330233 | $4.1M | 2 | 2025-03-31 | → |
| 99 | PATH DIGITAL ADVISORS, LLC | CHICAGO | 312983 | $150,000 | 4 | 2025-03-31 | → |
| 100 | TENMA LIMITED I, LLC | CHICAGO | 299563 | $109,345 | 1 | 2025-03-31 | → |
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