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 | |
|---|---|---|---|---|---|---|---|
| 301 | POWERS ADVISORY GROUP, LLC | HIGHLAND | 172252 | $329.5M | 7 | 2026-06-30 | → |
| 302 | J.G.HENDRICKS FINANCIAL SERVICES, LLC | ALGONQUIN | 289593 | $536.1M | 7 | 2026-06-30 | → |
| 303 | SLAGLE FINANCIAL, LLC. | EDWARDSVILLE | 149976 | $411.7M | 21 | 2026-03-31 | → |
| 304 | STRIDE INVESTMENTS, LLC | CHICAGO | 167037 | $200.9M | 8 | 2026-03-31 | → |
| 305 | MAIN STREET INVESTMENT ADVISORS, LLC | NORTHBROOK | 146036 | $250.3M | 3 | 2026-01-31 | → |
| 306 | PR WEALTH MANAGEMENT GROUP, INC. | EAST MOLINE | 173711 | $164.9M | 5 | 2026-03-31 | → |
| 307 | FOUNTAINHEAD FINANCIAL, LLC | CHICAGO | 150813 | $543.2M | 3 | 2026-03-31 | → |
| 308 | ALERCE INVESTMENT MANAGEMENT, L.P. | CHICAGO | 285746 | $226.9M | 4 | 2026-03-31 | → |
| 309 | MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC | SKOKIE | 319408 | $178.9M | 4 | 2026-03-31 | → |
| 310 | 210 WEALTH MANAGEMENT, INC. | MORTON | 328570 | $242.8M | 16 | 2026-03-31 | → |
| 311 | TRIFECTA CAPITAL ADVISORS, LLC | NORTHBROOK | 317391 | $927.4M | 3 | 2026-03-31 | → |
| 312 | CLARK WEALTH PARTNERS, LLC | O'FALLON | 321757 | $259.9M | 6 | 2026-03-31 | → |
| 313 | SAVANT INVESTMENT ADVISERS, INC. | HOMEWOOD | 121794 | $162.5M | 3 | 2026-02-28 | → |
| 314 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | HIGHLAND PARK | 299595 | $732.2M | 8 | 2026-03-31 | → |
| 315 | CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | LISLE | 123483 | $135.2M | 20 | 2026-03-31 | → |
| 316 | ARTHUR M. COHEN & ASSOCIATES LLC | NORTHBROOK | 105894 | $1.11B | 5 | 2026-04-30 | → |
| 317 | GRYPHON ADVISORS, LLC | EVANSTON | 132389 | $533.3M | 8 | 2025-03-31 | → |
| 318 | PEBBLE VALLEY HOLDINGS, INC | WESTERN SPRINGS | 145664 | $129.5M | 3 | 2026-04-30 | → |
| 319 | CLEMENT STREET CAPITAL LLC | DOWNERS GROVE | 159684 | $141.0M | 2 | 2026-02-28 | → |
| 320 | NEW VERNON INVESTMENT MANAGEMENT LLC | HIGHLAND PARK | 160247 | $115.5M | 8 | 2026-04-30 | → |
| 321 | PATHFINDER WEALTH MANAGEMENT, INC. | ROCKFORD | 122768 | $121.4M | 5 | 2026-03-31 | → |
| 322 | JOURNEY FINANCIAL GROUP, INC. | BUFFALO GROVE | 123565 | $336.5M | 7 | 2026-03-31 | → |
| 323 | ALTMAN ADVISORS, INC | CHICAGO | 281778 | $483.4M | 13 | 2026-03-31 | → |
| 324 | WAVVEST WEALTH LLC | CHICAGO | 332096 | $268.5M | 4 | 2026-05-31 | → |
| 325 | CL WEALTH MANAGEMENT LLC | SCHAUMBURG | 134922 | $733.6M | 42 | 2026-03-31 | → |
| 326 | BALANCED ASSET STRATEGIES, LTD. | LA GRANGE | 153520 | $133.6M | 3 | 2025-03-31 | → |
| 327 | NORTH SHORE INVESTMENT CONSULTING LLC | WILMETTE | 131763 | $170.5M | 1 | 2026-02-28 | → |
| 328 | SGL FINANCIAL, LLC | BUFFALO GROVE | 158023 | $416.0M | 33 | 2026-06-30 | → |
| 329 | COPPERWOOD FINANCIAL, INC. | BURR RIDGE | 310859 | $119.6M | 3 | 2026-03-31 | → |
| 330 | ILLUMINATE WEALTH MANAGEMENT LLC | BARRINGTON | 306411 | $167.6M | 6 | 2026-05-31 | → |
| 331 | KENNEY INVESTMENTS INC | NORTHFIELD | 105665 | $328.5M | 2 | 2026-03-31 | → |
| 332 | OAK WEALTH ADVISORS LLC | NORTHBROOK | 148832 | $373.7M | 7 | 2026-03-31 | → |
| 333 | HOLDER WEALTH MANAGEMENT, INC. | CHAMPAIGN | 170086 | $284.0M | 3 | 2026-03-31 | → |
| 334 | TSFG, LLC | LAKE FOREST | 172555 | $997.2M | 19 | 2026-03-31 | → |
| 335 | BONDURANT INVESTMENT ADVISORY, LLC | EVANSTON | 297290 | $111.1M | 3 | 2026-01-31 | → |
| 336 | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | LINCOLNSHIRE | 118366 | $524.4M | 10 | 2026-01-31 | → |
| 337 | FINANCIAL ELEMENTS, INC | ROLLING MEADOWS | 148557 | $192.6M | 2 | 2026-02-28 | → |
| 338 | BATES FINANCIAL ADVISORS, INC. | ROCKFORD | 116515 | $439.2M | 5 | 2026-06-30 | → |
| 339 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | LOVES PARK | 121399 | $758.1M | 15 | 2026-05-31 | → |
| 340 | LAKEWOOD ASSET MANAGEMENT, LLC | NAPERVILLE | 174887 | $248.7M | 5 | 2026-05-31 | → |
| 341 | GREENSTONE BELT WEALTH ADVISORS, LLC | CHICAGO | 335862 | $260.1M | 5 | 2026-03-31 | → |
| 342 | BLUE HAVEN CAPITAL, LLC | GENEVA | 141738 | $121.5M | 2 | 2026-03-31 | → |
| 343 | PANDORA WEALTH, INC. | OAKBROOK TERRACE | 331816 | $285.0M | 7 | 2026-03-31 | → |
| 344 | OCM PRIVATE WEALTH, LLC | CHICAGO | 332302 | $338.1M | 8 | 2026-03-31 | → |
| 345 | TOTAL CLARITY WEALTH MANAGEMENT, INC | ST. CHARLES | 142728 | $755.4M | 26 | 2026-03-31 | → |
| 346 | TRIGRAN INVESTMENTS, INC. | NORTHBROOK | 155200 | $533.2M | 9 | 2026-03-31 | → |
| 347 | WESTERN PACIFIC WEALTH MANAGEMENT, LP | LAKE FOREST | 152714 | $205.5M | 3 | 2026-03-31 | → |
| 348 | MENTOR CAPITAL MANAGEMENT INC. | CHICAGO | 123176 | $226.4M | 4 | 2026-03-31 | → |
| 349 | HEDEKER WEALTH LLC | LINCOLNSHIRE | 124341 | $595.1M | 6 | 2026-03-31 | → |
| 350 | HERITAGE STRATEGIC WEALTH, LLC | CARY | 338025 | $45.7M | 3 | 2026-03-31 | → |
| 351 | O'CONNOR FINANCIAL GROUP LLC | QUINCY | 168636 | $275.3M | 6 | 2026-05-31 | → |
| 352 | STEWARD ADVISORS, LLC | CHICAGO | 156331 | $160.7M | 4 | 2026-03-31 | → |
| 353 | COYLE FINANCIAL COUNSEL, LLC | GLENVIEW | 110593 | $1.05B | 24 | 2026-03-31 | → |
| 354 | FINANCIAL DESIGN STUDIO, INC. | DEER PARK | 286686 | $105.5M | 4 | 2026-02-28 | → |
| 355 | SIGNIFICANT WEALTH PARTNERS LLC | CARY | 293060 | $126.1M | 8 | 2026-03-31 | → |
| 356 | LANDMARK WEALTH MANAGEMENT, INC. | NORMAL | 167188 | $287.0M | 8 | 2026-06-30 | → |
| 357 | VERTIS WEALTH, LLC | CHICAGO | 307270 | $140.7M | 17 | 2026-03-31 | → |
| 358 | PMG WEALTH MANAGEMENT, INC. | HAWTHORN WOODS | 285899 | $198.3M | 4 | 2026-05-31 | → |
| 359 | HINSDALE ASSOCIATES, INC. | HINSDALE | 108293 | $120.1M | 2 | 2026-02-28 | → |
| 360 | BENCHMARK CAPITAL GROUP LTD. | GALENA | 123698 | $173.6M | 3 | 2026-02-28 | → |
| 361 | BLUE SKY INVESTMENT PARTNERS, INC. | EVANSTON | 145318 | $118.0M | 1 | 2026-04-30 | → |
| 362 | WATERSHED PRIVATE WEALTH LLC | OAK BROOK | 316408 | $413.7M | 3 | 2026-03-31 | → |
| 363 | TENMA LIMITED I, LLC | CHICAGO | 299563 | $109,345 | 1 | 2025-03-31 | → |
| 364 | QUINCY WELLS ADVISORS, LLC | CHICAGO | 307477 | $45.1M | 22 | 2026-03-31 | → |
| 365 | DIRECTIONAL ASSET MANAGEMENT, LLC | ARLINGTON HEIGHTS | 152859 | $136.9M | 1 | 2026-03-31 | → |
| 366 | MIDWEST FINANCIAL NETWORK, LLC | TINLEY PARK | 302095 | $141.9M | 2 | 2026-02-28 | → |
| 367 | MASUS FINANCIAL GROUP, LTD. | BATAVIA | 174339 | $190.6M | 4 | 2026-05-31 | → |
| 368 | HORIZON FAMILY WEALTH, INC. | CHICAGO | 315484 | $278.8M | 2 | 2026-03-31 | → |
| 369 | SOUTH GEORGIA CAPITAL, LLC | NAPERVILLE | 146765 | $134.0M | 4 | 2026-03-31 | → |
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