Research Report · 2026-06-30
Institutional Registered Investment Advisers in Illinois
SEC-registered investment advisers in Illinois ranked by reported institutional client assets.
Firms
369
Total AUM
$6.54T
Median AUM
$705.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | PROVIDENCE WEALTH ADVISORS, LLC | FRANKFORT | 153646 | $684.4M | 11 | 2026-03-31 | → |
| 202 | RUEDI WEALTH MANAGEMENT, INC. | CHAMPAIGN | 173262 | $498.0M | 5 | 2026-04-30 | → |
| 203 | BRENTVIEW INVESTMENT MANAGEMENT, LLC | NORTHFIELD | 300409 | $233.4M | 6 | 2026-03-31 | → |
| 204 | DHJJ FINANCIAL ADVISORS, LTD. | NAPERVILLE | 107034 | $623.4M | 11 | 2026-03-31 | → |
| 205 | GERCHEN CAPITAL MANAGEMENT, LLC | CHICAGO | 316524 | $2.11B | 23 | 2026-03-31 | → |
| 206 | CENTRIC WEALTH MANAGEMENT, LLC | CHICAGO | 133877 | $792.9M | 15 | 2026-04-30 | → |
| 207 | SIGNATURE FINANCIAL SERVICES, LTD | ARLINGTON HEIGHTS | 123729 | $274.0M | 12 | 2026-03-31 | → |
| 208 | CAPITAL RESOURCE MANAGEMENT INC | DEERFIELD | 106768 | $593.2M | 4 | 2026-03-31 | → |
| 209 | EDGE FINANCIAL ADVISORS, LLC | WHEATON | 136426 | $512.5M | 10 | 2026-03-31 | → |
| 210 | FINANCIAL SOLUTIONS ADVISORY GROUP, INC. | CHICAGO | 125218 | $935.0M | 10 | 2026-03-31 | → |
| 211 | QUAD CITY INVESTMENT ADVISORS, LLC | MOLINE | 112187 | $408.0M | 8 | 2026-03-31 | → |
| 212 | KUHN & COMPANY INVESTMENT COUNSEL, LLC | CHICAGO | 306434 | $182.7M | 3 | 2026-04-30 | → |
| 213 | INSIGHT 2811 INC | CHICAGO | 109784 | $339.6M | 8 | 2026-03-31 | → |
| 214 | KEB ASSET MANAGEMENT, LLC | SPRINGFIELD | 117935 | $1.27B | 17 | 2026-01-31 | → |
| 215 | INSPIRION WEALTH ADVISORS, LLC | LIBERTYVILLE | 165174 | $1.39B | 12 | 2026-03-31 | → |
| 216 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | O'FALLON | 110932 | $457.8M | 5 | 2026-02-28 | → |
| 217 | ZUCKERMAN INVESTMENT GROUP, LLC | CHICAGO | 137785 | $2.17B | 15 | 2026-03-31 | → |
| 218 | TENET WEALTH PARTNERS, LLC | CHAMPAIGN | 339818 | $246.9M | 4 | 2026-05-31 | → |
| 219 | BRUCE & CO INC | CHICAGO | 104735 | $379.5M | 1 | 2026-03-31 | → |
| 220 | IRON FINANCIAL LLC | NORTHBROOK | 106682 | $489.2M | 10 | 2026-03-31 | → |
| 221 | WOODFIELD FINANCIAL ADVISORS, INC. | DEER PARK | 123279 | $230.1M | 3 | 2026-02-28 | → |
| 222 | BLUE LINE CAPITAL, LLC | CHICAGO | 304024 | $131.9M | 7 | 2026-06-30 | → |
| 223 | VERMILLION FINANCIAL ADVISORS, INC. | SOUTH BARRINGTON | 119239 | $386.7M | 10 | 2026-03-31 | → |
| 224 | RIVER STREET ADVISORS, LLC | AURORA | 153537 | $539.2M | 12 | 2026-06-30 | → |
| 225 | MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC | CHICAGO | 147139 | $110.4M | 2 | 2026-06-30 | → |
| 226 | REGAL ADVISORY SERVICES, INC. | GLENVIEW | 123842 | $121.4M | 25 | 2026-03-31 | → |
| 227 | NORTHERN TRUST SECURITIES, INC. | CHICAGO | 7927 | $1.66B | 385 | 2026-05-31 | → |
| 228 | ARLINGTON CAPITAL MANAGEMENT, INC. | ARLINGTON HEIGHTS | 114801 | $235.9M | 5 | 2026-03-31 | → |
| 229 | PERRITT CAPITAL MANAGEMENT INC | CHICAGO | 111623 | $279.8M | 6 | 2025-09-30 | → |
| 230 | MWS CAPITAL CONSULTANTS LLC | CHICAGO | 125061 | $193.7M | 3 | 2026-02-28 | → |
| 231 | MONERE WEALTH MANAGEMENT, INC. | SCHAUMBURG | 173076 | $312.0M | 10 | 2026-02-28 | → |
| 232 | ERGAWEALTH ADVISORS, INC. | OAK BROOK | 290030 | $341.5M | 5 | 2026-03-31 | → |
| 233 | MCDONNELL WEALTH MANAGEMENT, LLC | FRANKFORT | 164252 | $166.7M | 3 | 2026-02-28 | → |
| 234 | PRAIRIE SKY FINANCIAL GROUP, LLC | LAKE BLUFF | 171672 | $302.1M | 5 | 2025-08-31 | → |
| 235 | INVESTMENT CENTER, INC. | ORLAND PARK | 123091 | $310.5M | 6 | 2025-03-31 | → |
| 236 | ARK ADVISORS LLC | BLOOMINGTON | 167456 | $195.6M | 2 | 2026-01-31 | → |
| 237 | BANKERS LIFE ADVISORY SERVICES, INC. | CHICAGO | 281285 | $1.94B | 384 | 2026-03-31 | → |
| 238 | PACESETTER FINANCIAL GROUP, L.L.C. | LINCOLN | 123287 | $170.5M | 10 | 2026-03-31 | → |
| 239 | MEREDITH WEALTH PLANNING LLC | MARYVILLE | 300019 | $478.7M | 2 | 2026-01-31 | → |
| 240 | FAIRHAVEN WEALTH MANAGEMENT, LLC | WHEATON | 173771 | $783.2M | 19 | 2025-02-28 | → |
| 241 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC | CRYSTAL LAKE | 147376 | $195.4M | 5 | 2026-03-31 | → |
| 242 | MWA FINANCIAL SERVICES, INC. | ROCK ISLAND | 112630 | $640.0M | 721 | 2026-05-31 | → |
| 243 | BULLETPROOF CAPITAL, LLC | CHICAGO | 341136 | $575.8M | 8 | 2026-05-31 | → |
| 244 | BANTAMAC CAPITAL, LLC | CHICAGO | 307765 | $224.7M | 4 | 2026-03-31 | → |
| 245 | PARKSIDE INVESTMENTS, LLC | DEERFIELD | 286178 | $1.44B | 7 | 2026-04-30 | → |
| 246 | GRAYBILL WEALTH MANAGEMENT, LTD. | ELMHURST | 112046 | $525.8M | 5 | 2026-03-31 | → |
| 247 | CHICAGO WEALTH MANAGEMENT, INC. | CHICAGO | 112271 | $365.7M | 6 | 2026-03-31 | → |
| 248 | JMG FINANCIAL GROUP LTD | DOWNERS GROVE | 110302 | $7.50B | 103 | 2026-03-31 | → |
| 249 | THE MOSAIC FINANCIAL GROUP, LLC | CHICAGO | 109816 | $948.7M | 27 | 2026-03-31 | → |
| 250 | TPG ADVISORS LLC | NORTHFIELD | 298496 | $291.5M | 4 | 2026-03-31 | → |
| 251 | RESOURCE FINANCIAL GROUP, LTD. | WILMETTE | 119833 | $637.4M | 8 | 2026-03-31 | → |
| 252 | LUCAS GROUP FINANCIAL ADVISORS, LLC | FREEPORT | 326880 | $337.7M | 9 | 2026-03-31 | → |
| 253 | HARBOUR FINANCIAL RESOURCES, LTD | SKOKIE | 110261 | $189.8M | 3 | 2026-03-31 | → |
| 254 | COHEN CAPITAL ADVISORS, LLC | CHICAGO | 339112 | $1.10B | 11 | 2026-05-31 | → |
| 255 | UHLMANN INVESTMENT MANAGEMENT, L.L.C. | SKOKIE | 118025 | $273.2M | 11 | 2026-03-31 | → |
| 256 | RPC PRIVATE WEALTH, LLC | HINSDALE | 298527 | $286.3M | 1 | 2026-03-31 | → |
| 257 | SIGNET PRIVATE WEALTH, LLC | CHICAGO | 290029 | $189.7M | 4 | 2026-06-30 | → |
| 258 | FOREST ASSET MANAGEMENT LLC | RIVERSIDE | 139795 | $230.7M | 3 | 2026-02-28 | → |
| 259 | SHANKERVALLEAU WEALTH ADVISORS, INC. | SKOKIE | 117527 | $645.3M | 8 | 2026-03-31 | → |
| 260 | STENGER FAMILY OFFICE, LLC | NAPERVILLE | 325089 | $686.2M | 9 | 2026-04-30 | → |
| 261 | CAPSTONE FINANCIAL ADVISORS INC | DOWNERS GROVE | 109341 | $2.87B | 30 | 2026-03-31 | → |
| 262 | CHICAGO INVESTMENT ADVISORY COUNCIL, INC. | ST. CHARLES | 123243 | $230.0M | 11 | 2026-03-31 | → |
| 263 | CREEKMUR ASSET MANAGEMENT, LLC | MORTON | 306903 | $800.0M | 36 | 2026-03-31 | → |
| 264 | MIDWEST FINANCIAL ASSOCIATES, INC. | ROCKFORD | 158573 | $123.9M | 4 | 2026-03-31 | → |
| 265 | ASTOR INVESTMENT MANAGEMENT LLC | CHICAGO | 169679 | $198.4M | 6 | 2025-02-28 | → |
| 266 | PT ASSET MANAGEMENT, LLC | CHICAGO | 107619 | $11.35B | 52 | 2026-03-31 | → |
| 267 | MICHAEL RUSSO LTD | MOKENA | 142810 | $275.1M | 7 | 2026-03-31 | → |
| 268 | CARTER FINANCIAL GROUP, INC. | BARRINGTON | 301025 | $382.2M | 9 | 2026-03-31 | → |
| 269 | ORBA WEALTH ADVISORS, LLC | CHICAGO | 297351 | $136.9M | 16 | 2025-11-30 | → |
| 270 | E. A. HORWITZ LLC | DEERFIELD | 165561 | $272.6M | 13 | 2026-03-31 | → |
| 271 | VIRTUE ASSET MANAGEMENT LLC | BARRINGTON | 283438 | $211.4M | 3 | 2026-06-30 | → |
| 272 | HIGHVIEW CAPITAL MANAGEMENT, LLC | BUFFALO GROVE | 306195 | $416.3M | 5 | 2026-03-31 | → |
| 273 | FIDUCIARY FINANCIAL PARTNERS, LLC | NAPERVILLE | 156389 | $293.3M | 6 | 2026-04-30 | → |
| 274 | WALL STREET FINANCIAL GROUP, INC. | CARLINVILLE | 289051 | $187.7M | 3 | 2026-01-31 | → |
| 275 | SANTA BARBARA MGMT, LLC | CHICAGO | 334801 | $530.2M | 18 | 2026-06-30 | → |
| 276 | THE MATHER GROUP, LLC | CHICAGO | 156005 | $13.45B | 186 | 2026-04-30 | → |
| 277 | HEMSLEY ADVISORS, LTD. | CHICAGO | 106414 | $638.1M | 5 | 2026-04-30 | → |
| 278 | GRESHAM PARTNERS, LLC | CHICAGO | 108668 | $13.80B | 67 | 2026-03-31 | → |
| 279 | KINNAMON & ASSOCIATES LTD II | BARRINGTON | 106701 | $117.6M | 7 | 2026-04-30 | → |
| 280 | ROOTED WEALTH ADVISORS, INC. | BOURBONNAIS | 313759 | $408.8M | 22 | 2026-03-31 | → |
| 281 | PINNACLE FINANCIAL GROUP LLC | WESTERN SPRINGS | 116600 | $672.7M | 7 | 2026-03-31 | → |
| 282 | NEW ENGLAND RESEARCH & MANAGEMENT, INC. | CHICAGO | 110739 | $285.2M | 4 | 2025-12-31 | → |
| 283 | RAIL-SPLITTER CAPITAL MANAGEMENT LLC | WINNETKA | 338394 | $484.1M | 3 | 2026-06-30 | → |
| 284 | MCLAUGHLIN ASSET MANAGEMENT, INC. | DANVILLE | 125735 | $176.1M | 4 | 2026-03-31 | → |
| 285 | MACK INVESTMENT SECURITIES, INC. | NORTHFIELD | 17643 | $302.6M | 8 | 2026-03-31 | → |
| 286 | BURLING WEALTH PARTNERS, LLC | CHICAGO | 332198 | $1.00B | 8 | 2026-03-31 | → |
| 287 | MENDEL MONEY MANAGEMENT INC | NORTHBROOK | 105974 | $317.1M | 7 | 2026-03-31 | → |
| 288 | LESLIE GLOBAL WEALTH, LLC | ITASCA | 128202 | $446.8M | 6 | 2026-03-31 | → |
| 289 | MITCHELL VAUGHT & TAYLOR INC | CHICAGO | 106160 | $42.4M | 5 | 2025-03-31 | → |
| 290 | BARRETT WEALTH CONNECTION LLC | SPRING GROVE | 161020 | $148.0M | 2 | 2026-02-28 | → |
| 291 | GRIZZLYROCK CAPITAL, LLC | CHICAGO | 226650 | $192.7M | 2 | 2026-03-31 | → |
| 292 | TRUEMAN BROWN, LLC | LAKE ZURICH | 141602 | $196.1M | 2 | 2026-03-31 | → |
| 293 | LEELYN SMITH, LLC | GENEVA | 110517 | $852.3M | 38 | 2026-04-30 | → |
| 294 | KENORA FINANCIAL, LLC | DES PLAINES | 123524 | $315.8M | 7 | 2026-06-30 | → |
| 295 | HORIZON CAPITAL MANAGEMENT, LLC | LAKE FOREST | 132113 | $136.2M | 1 | 2026-03-31 | → |
| 296 | VERTEX PLANNING PARTNERS, LLC | DOWNERS GROVE | 316839 | $1.01B | 20 | 2026-03-31 | → |
| 297 | THE INVICTUS COLLECTIVE, LLC | PARK RIDGE | 310744 | $476.0M | 5 | 2026-06-30 | → |
| 298 | VERSATILE CAPITAL MANAGEMENT L.L.C. | CHICAGO | 173611 | $130.1M | 3 | 2026-03-31 | → |
| 299 | LIFEPOINT PLANNING, PLLC | SCHAUMBURG | 296911 | $168.5M | 3 | 2026-02-28 | → |
| 300 | EJMK VENTURES LLC | ITASCA | 335762 | $282.8M | 13 | 2026-03-31 | → |
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