Research Report · 2026-06-30
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
690
Total AUM
$7.98T
Median AUM
$577.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | ANTARES CAPITAL CREDIT ADVISERS LLC | CHICAGO | 328497 | $6.17B | 466 | 2026-03-31 | → |
| 102 | HEITMAN CAPITAL MANAGEMENT LLC | CHICAGO | 105480 | $6.09B | 280 | 2026-03-31 | → |
| 103 | NEUBERGER BERMAN LOAN ADVISERS IV LLC | CHICAGO | 324282 | $6.07B | 3 | 2026-03-31 | → |
| 104 | MAINSTREET INVESTMENT ADVISORS LLC | CHICAGO | 146615 | $5.86B | 26 | 2026-03-31 | → |
| 105 | COLUMBIA WANGER ASSET MANAGEMENT, LLC | CHICAGO | 111168 | $5.83B | 13 | 2025-06-30 | → |
| 106 | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | ELMHURST | 109701 | $5.74B | 155 | 2026-03-31 | → |
| 107 | OASIS INVESTMENT STRATEGIES LLC | CHICAGO | 152957 | $5.73B | 10 | 2026-03-31 | → |
| 108 | VIVALDI CAPITAL MANAGEMENT LP | CHICAGO | 160150 | $5.64B | 68 | 2026-04-30 | → |
| 109 | PLANPILOT, LLC | CHICAGO | 160319 | $5.58B | 15 | 2026-02-28 | → |
| 110 | CRESCENT GROVE ADVISORS, LLC | LAKE FOREST | 170912 | $5.50B | 34 | 2026-03-31 | → |
| 111 | CALAMOS WEALTH MANAGEMENT LLC | NAPERVILLE | 143490 | $5.48B | 51 | 2026-04-30 | → |
| 112 | AQUATIC CAPITAL MANAGEMENT LLC | CHICAGO | 307291 | $5.43B | 91 | 2026-06-30 | → |
| 113 | DAVID VAUGHAN INVESTMENTS, LLC | PEORIA | 105990 | $5.33B | 48 | 2026-03-31 | → |
| 114 | ALERA INVESTMENT ADVISORS, LLC | DEERFIELD | 287906 | $5.29B | 107 | 2026-03-31 | → |
| 115 | TWIN BRIDGE CAPITAL PARTNERS, LLC | CHICAGO | 160403 | $5.20B | 22 | 2026-03-31 | → |
| 116 | ADVISOR OS LLC | CHICAGO | 287792 | $5.09B | 2 | 2026-03-31 | → |
| 117 | OBERWEIS ASSET MANAGEMENT INC | LISLE | 105471 | $5.06B | 31 | 2026-03-31 | → |
| 118 | NEUBERGER BERMAN LOAN ADVISERS LLC | CHICAGO | 285579 | $4.93B | 3 | 2026-03-31 | → |
| 119 | CHICAGO CAPITAL, LLC | CHICAGO | 291624 | $4.82B | 18 | 2026-01-31 | → |
| 120 | BROWNSON, REHMUS & FOXWORTH, INC. | CHICAGO | 110608 | $4.79B | 26 | 2026-03-31 | → |
| 121 | HIGHPOINT ADVISOR GROUP, LLC | DOWNERS GROVE | 316636 | $4.78B | 106 | 2026-05-31 | → |
| 122 | MADISON CAPITAL PARTNERS CORPORATION | CHICAGO | 160334 | $4.77B | 7 | 2026-03-31 | → |
| 123 | CASTLEARK MANAGEMENT LLC | CHICAGO | 109587 | $4.59B | 28 | 2026-04-30 | → |
| 124 | WAUD CAPITAL PARTNERS, LLC | CHICAGO | 160632 | $4.56B | 65 | 2026-03-31 | → |
| 125 | EVANSTON CAPITAL MANAGEMENT, LLC | EVANSTON | 120338 | $4.49B | 28 | 2026-03-31 | → |
| 126 | ELEMENTUM ADVISORS, LLC | CHICAGO | 151635 | $4.48B | 39 | 2026-03-31 | → |
| 127 | BLUESPRUCE INVESTMENTS, LP | CHICAGO | 167311 | $4.45B | 10 | 2026-03-31 | → |
| 128 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | CHICAGO | 337770 | $4.42B | 130 | 2026-03-31 | → |
| 129 | INVESCO INVESTMENT ADVISERS LLC | DOWNERS GROVE | 104885 | $4.37B | 27 | 2026-03-31 | → |
| 130 | WATERTON INVESTMENT ADVISER, L.L.C. | CHICAGO | 285602 | $4.33B | 226 | 2026-06-30 | → |
| 131 | AARON WEALTH ADVISORS LLC | CHICAGO | 298079 | $4.29B | 16 | 2026-05-31 | → |
| 132 | CHANNING CAPITAL MANAGEMENT, LLC | CHICAGO | 128450 | $4.25B | 20 | 2026-03-31 | → |
| 133 | GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | CHICAGO | 129288 | $4.12B | 5 | 2026-03-31 | → |
| 134 | PERFORMANCE WEALTH PARTNERS, LLC | HINSDALE | 311735 | $4.09B | 15 | 2026-06-30 | → |
| 135 | FREEPORT FINANCIAL PARTNERS LLC | CHICAGO | 166682 | $4.07B | 24 | 2026-03-31 | → |
| 136 | PROMANAGE, LLC | CHICAGO | 133357 | $4.06B | 9 | 2026-06-30 | → |
| 137 | ATTUCKS ASSET MANAGEMENT, LLC | CHICAGO | 118891 | $3.86B | 12 | 2026-03-31 | → |
| 138 | FOREST CAPITAL MANAGEMENT, LLC | CHICAGO | 171659 | $3.75B | 11 | 2026-03-31 | → |
| 139 | VICTORY PARK CAPITAL ADVISORS, LLC | CHICAGO | 161079 | $3.65B | 60 | 2026-03-31 | → |
| 140 | CRESSEY & COMPANY LP | CHICAGO | 155606 | $3.55B | 47 | 2026-03-31 | → |
| 141 | RETIREMENT PLAN ADVISORS, LLC | CHICAGO | 122758 | $3.54B | 47 | 2026-03-31 | → |
| 142 | ARIS INVESTING LLC | GLENVIEW | 325320 | $3.31B | 32 | 2026-06-30 | → |
| 143 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | CHICAGO | 106201 | $3.30B | 17 | 2026-03-31 | → |
| 144 | SBB RESEARCH GROUP LLC | NORTHBROOK | 161109 | $3.26B | 28 | 2026-05-31 | → |
| 145 | LINCOLN ADVISORY GROUP, LLC | CHICAGO | 114003 | $3.22B | 11 | 2026-03-31 | → |
| 146 | GCP INVESTMENT ADVISOR, LLC | CHICAGO | 171093 | $3.22B | 70 | 2026-03-31 | → |
| 147 | BURFORD CAPITAL INVESTMENT MANAGEMENT LLC | CHICAGO | 167365 | $3.17B | 170 | 2026-03-31 | → |
| 148 | MIDLAND WEALTH ADVISORS, LLC | EFFINGHAM | 324997 | $3.16B | 32 | 2026-04-30 | → |
| 149 | NORTH SQUARE INVESTMENTS, LLC | CHICAGO | 294355 | $3.15B | 27 | 2026-05-31 | → |
| 150 | FAIRCOURT PARTNERS, LLC | LAKE BLUFF | 295508 | $3.12B | 4 | 2026-05-31 | → |
| 151 | ROUNDTABLE HEALTHCARE MANAGEMENT, INC | LAKE FOREST | 161235 | $3.12B | 32 | 2026-03-31 | → |
| 152 | CHESLEY, TAFT & ASSOCIATES, LLC | CHICAGO | 111578 | $3.01B | 18 | 2026-03-31 | → |
| 153 | WP GLOBAL PARTNERS LLC | CHICAGO | 135689 | $3.01B | 25 | 2026-04-30 | → |
| 154 | KODAI CAPITAL MANAGEMENT LP | CHICAGO | 328086 | $2.93B | 44 | 2025-04-30 | → |
| 155 | CAPSTONE FINANCIAL ADVISORS INC | DOWNERS GROVE | 109341 | $2.87B | 30 | 2026-03-31 | → |
| 156 | PORT CAPITAL LLC | CHICAGO | 206517 | $2.85B | 13 | 2026-02-28 | → |
| 157 | EDGEWATER SERVICES, LLC | CHICAGO | 159926 | $2.84B | 25 | 2026-04-30 | → |
| 158 | PEAKLINE PARTNERS, LLC | CHICAGO | 306449 | $2.81B | 45 | 2026-05-31 | → |
| 159 | ROTHSCHILD INVESTMENT LLC | CHICAGO | 728 | $2.79B | 39 | 2026-03-31 | → |
| 160 | SINGERMAN REAL ESTATE MANAGEMENT COMPANY, L.P. | CHICAGO | 168331 | $2.77B | 25 | 2026-05-31 | → |
| 161 | ARETE WEALTH ADVISORS, LLC | CHICAGO | 145488 | $2.75B | 135 | 2026-06-30 | → |
| 162 | DEARBORN PARTNERS L.L.C. | CHICAGO | 108147 | $2.74B | 24 | 2026-03-31 | → |
| 163 | PPM LOAN MANAGEMENT COMPANY 2, LLC | CHICAGO | 297186 | $2.72B | 12 | 2026-03-31 | → |
| 164 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | DECATUR | 111872 | $2.66B | 67 | 2026-03-31 | → |
| 165 | EMBREE FINANCIAL GROUP | CHICAGO | 108233 | $2.64B | 19 | 2026-02-28 | → |
| 166 | MESIROW RE-IA, INC. | CHICAGO | 328098 | $2.64B | 21 | 2026-06-30 | → |
| 167 | COZAD ASSET MANAGEMENT INC | CHAMPAIGN | 104764 | $2.62B | 29 | 2026-03-31 | → |
| 168 | S2G INVESTMENTS, LLC | CHICAGO | 330022 | $2.58B | 55 | 2026-05-31 | → |
| 169 | TYREE & D'ANGELO PARTNERS MANAGEMENT LP | CHICAGO | 298088 | $2.58B | 56 | 2026-03-31 | → |
| 170 | CONSTELLATION WEALTH CAPITAL, LLC | CHICAGO | 326917 | $2.52B | 20 | 2026-03-31 | → |
| 171 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | CHICAGO | 117681 | $2.50B | 26 | 2026-04-30 | → |
| 172 | HEARD CAPITAL LLC | CHICAGO | 297176 | $2.40B | 10 | 2026-04-30 | → |
| 173 | CIVC PARTNERS, L.P. | CHICAGO | 157330 | $2.33B | 32 | 2026-03-31 | → |
| 174 | VESTOR CAPITAL, LLC | CHICAGO | 165855 | $2.28B | 27 | 2026-03-31 | → |
| 175 | NADLER FINANCIAL GROUP, INC. | DEERFIELD | 122617 | $2.18B | 28 | 2026-03-31 | → |
| 176 | ZUCKERMAN INVESTMENT GROUP, LLC | CHICAGO | 137785 | $2.17B | 15 | 2026-03-31 | → |
| 177 | DISTILLATE CAPITAL PARTNERS LLC | CHICAGO | 297521 | $2.11B | 4 | 2026-02-28 | → |
| 178 | GERCHEN CAPITAL MANAGEMENT, LLC | CHICAGO | 316524 | $2.11B | 23 | 2026-03-31 | → |
| 179 | MAREN CAPITAL LLC | CHICAGO | 319626 | $2.08B | 6 | 2026-04-30 | → |
| 180 | GILLSON CAPITAL LP | CHICAGO | 284079 | $2.07B | 16 | 2026-03-31 | → |
| 181 | MADISON AVENUE FINANCIAL SOLUTIONS, LLC | CHICAGO | 307461 | $2.06B | 1 | 2026-05-31 | → |
| 182 | DOYENNE WEALTH ADVISORS LLC | CHICAGO | 315995 | $2.04B | 18 | 2026-05-31 | → |
| 183 | KEEBECK PARTNERS, LLC | CHICAGO | 297496 | $2.03B | 9 | 2026-03-31 | → |
| 184 | FRONTENAC COMPANY LLC | CHICAGO | 156096 | $2.03B | 28 | 2026-03-31 | → |
| 185 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | EAST PEORIA | 101080 | $1.98B | 105 | 2026-06-30 | → |
| 186 | BANKERS LIFE ADVISORY SERVICES, INC. | CHICAGO | 281285 | $1.94B | 384 | 2026-03-31 | → |
| 187 | ENTREPRENEURIAL EQUITY PARTNERS, L.P. | CHICAGO | 300436 | $1.93B | 19 | 2026-03-31 | → |
| 188 | MAGNETAR ASSET MANAGEMENT LLC | EVANSTON | 285287 | $1.92B | 167 | 2026-03-31 | → |
| 189 | LARAMAR MULTI-FAMILY VALUE MANAGER, LLC | CHICAGO | 161298 | $1.91B | 19 | 2026-03-31 | → |
| 190 | PREP INVESTMENT ADVISERS, L.L.C. | CHICAGO | 296631 | $1.91B | 34 | 2026-03-31 | → |
| 191 | BEECKEN PETTY O'KEEFE & COMPANY, LLC | CHICAGO | 157573 | $1.90B | 17 | 2026-03-31 | → |
| 192 | BLUE VISTA CAPITAL, LLC | CHICAGO | 127001 | $1.89B | 60 | 2026-05-31 | → |
| 193 | SILVER OAK SERVICES PARTNERS,LLC | EVANSTON | 160904 | $1.84B | 25 | 2026-06-30 | → |
| 194 | HEITMAN REAL ESTATE SECURITIES LLC | CHICAGO | 107134 | $1.82B | 141 | 2026-03-31 | → |
| 195 | CORE INDUSTRIAL PARTNERS, LLC | CHICAGO | 293334 | $1.80B | 40 | 2026-03-31 | → |
| 196 | OFS CAPITAL MANAGEMENT, LLC | CHICAGO | 153533 | $1.76B | 47 | 2026-03-31 | → |
| 197 | CENTER ROCK CAPITAL PARTNERS, LP | CHICAGO | 291521 | $1.73B | 18 | 2026-03-31 | → |
| 198 | FELDMAN, INGARDONA & CO. | DOWNERS GROVE | 29449 | $1.73B | 6 | 2025-09-30 | → |
| 199 | SLATE ADVISORY SERVICE (US) LLC | CHICAGO | 310404 | $1.71B | 80 | 2026-03-31 | → |
| 200 | OAK RIDGE INVESTMENTS, LLC | CHICAGO | 107066 | $1.70B | 13 | 2026-05-31 | → |
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