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 | |
|---|---|---|---|---|---|---|---|
| 401 | WATERSHED PRIVATE WEALTH LLC | OAK BROOK | 316408 | $413.7M | 3 | 2026-03-31 | → |
| 402 | KERBEROS CAPITAL MANAGEMENT LLC | CHICAGO | 315699 | $412.2M | 8 | 2026-03-31 | → |
| 403 | SLAGLE FINANCIAL, LLC. | EDWARDSVILLE | 149976 | $411.7M | 21 | 2026-03-31 | → |
| 404 | ROOTED WEALTH ADVISORS, INC. | BOURBONNAIS | 313759 | $408.8M | 22 | 2026-03-31 | → |
| 405 | QUAD CITY INVESTMENT ADVISORS, LLC | MOLINE | 112187 | $408.0M | 8 | 2026-03-31 | → |
| 406 | LCM CAPITAL MANAGEMENT INC | CHICAGO | 111074 | $403.0M | 8 | 2026-04-30 | → |
| 407 | PALO DURO INVESTMENT PARTNERS, LP | CHICAGO | 324320 | $402.8M | 6 | 2026-03-31 | → |
| 408 | LESTER FINANCIAL GROUP, LLC | CHAMPAIGN | 317036 | $398.6M | 5 | 2026-02-28 | → |
| 409 | LONGSHORE CAPITAL MANAGEMENT, LLC | CHICAGO | 308030 | $397.6M | 11 | 2026-03-31 | → |
| 410 | BENTLEY FINANCIAL GROUP, INC. | DOWNERS GROVE | 172474 | $392.8M | 4 | 2026-02-28 | → |
| 411 | KNOW YOUR OPTIONS LLC | CHICAGO | 153641 | $388.8M | 15 | 2026-03-31 | → |
| 412 | VERMILLION FINANCIAL ADVISORS, INC. | SOUTH BARRINGTON | 119239 | $386.7M | 10 | 2026-03-31 | → |
| 413 | SQUADRON CAPITAL MANAGEMENT LLC | OAK BROOK | 334296 | $385.7M | 4 | 2026-06-30 | → |
| 414 | CARTER FINANCIAL GROUP, INC. | BARRINGTON | 301025 | $382.2M | 9 | 2026-03-31 | → |
| 415 | UNIQUE WEALTH STRATEGIES | BURR RIDGE | 323994 | $381.5M | 10 | 2026-03-31 | → |
| 416 | BRUCE & CO INC | CHICAGO | 104735 | $379.5M | 1 | 2026-03-31 | → |
| 417 | SIENA CAPITAL PARTNERS GP, LLC | EVANSTON | 162073 | $379.3M | 5 | 2026-02-28 | → |
| 418 | PROSPECT PARTNERS ADVISORS LLC | CHICAGO | 317720 | $378.4M | 12 | 2026-05-31 | → |
| 419 | PRITZKER ALTERNATIVE STRATEGIES LP | CHICAGO | 333671 | $378.3M | 7 | 2026-03-31 | → |
| 420 | OAK WEALTH ADVISORS LLC | NORTHBROOK | 148832 | $373.7M | 7 | 2026-03-31 | → |
| 421 | HUGHES & COMPANY INVESTMENT PARTNERS, L.P. | CHICAGO | 311212 | $367.4M | 13 | 2026-03-31 | → |
| 422 | CHICAGO WEALTH MANAGEMENT, INC. | CHICAGO | 112271 | $365.7M | 6 | 2026-03-31 | → |
| 423 | SEBOLD CAPITAL MANAGEMENT, INC | LISLE | 122941 | $364.3M | 9 | 2026-03-31 | → |
| 424 | WINDROCK WEALTH MANAGEMENT LLC | NAPERVILLE | 166124 | $363.2M | 5 | 2026-03-31 | → |
| 425 | DEARBORN CAPITAL MANAGEMENT, LLC | CHICAGO | 155473 | $360.9M | 12 | 2026-03-31 | → |
| 426 | BLUESTEM FINANCIAL ADVISORS, LLC | SAVOY | 158418 | $358.2M | 10 | 2026-02-28 | → |
| 427 | BOOSTER ASSET MANAGEMENT, LLC | WHEATON | 330362 | $346.1M | 2 | 2026-02-28 | → |
| 428 | ERGAWEALTH ADVISORS, INC. | OAK BROOK | 290030 | $341.5M | 5 | 2026-03-31 | → |
| 429 | LEFT BRAIN WEALTH MANAGEMENT, LLC | NAPERVILLE | 170348 | $340.4M | 7 | 2026-03-31 | → |
| 430 | INSIGHT 2811 INC | CHICAGO | 109784 | $339.6M | 8 | 2026-03-31 | → |
| 431 | RIVERSPAN PARTNERS LP | CHICAGO | 320667 | $338.6M | 13 | 2026-03-31 | → |
| 432 | OCM PRIVATE WEALTH, LLC | CHICAGO | 332302 | $338.1M | 8 | 2026-03-31 | → |
| 433 | LUCAS GROUP FINANCIAL ADVISORS, LLC | FREEPORT | 326880 | $337.7M | 9 | 2026-03-31 | → |
| 434 | JOURNEY FINANCIAL GROUP, INC. | BUFFALO GROVE | 123565 | $336.5M | 7 | 2026-03-31 | → |
| 435 | COGENT STRATEGIC WEALTH LLC | CHICAGO | 152715 | $336.0M | 4 | 2026-03-31 | → |
| 436 | NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP | CHICAGO | 337854 | $334.6M | 3 | 2026-03-31 | → |
| 437 | DIBENEDETTO & ASSOCIATES LTD | LOVES PARK | 108092 | $333.1M | 3 | 2026-03-31 | → |
| 438 | CORAZON GROUP LLC | CHICAGO | 285865 | $331.5M | 14 | 2026-03-31 | → |
| 439 | THE NESTEGG GROUP, INC. | LINCOLNWOOD | 118419 | $331.0M | 3 | 2026-03-31 | → |
| 440 | BERNARDI ASSET MANAGEMENT, LLC | NORTHFIELD | 120110 | $331.0M | 22 | 2025-11-30 | → |
| 441 | POWERS ADVISORY GROUP, LLC | HIGHLAND | 172252 | $329.5M | 7 | 2026-06-30 | → |
| 442 | BENCHMARK INVESTMENT ADVISORS LLC | CHICAGO | 159705 | $329.2M | 6 | 2026-03-31 | → |
| 443 | KENNEY INVESTMENTS INC | NORTHFIELD | 105665 | $328.5M | 2 | 2026-03-31 | → |
| 444 | LATKO WEALTH MANAGEMENT, LTD. | FRANKFORT | 282423 | $327.2M | 7 | 2026-01-31 | → |
| 445 | HFR INVESTMENTS, LLC | CHICAGO | 307372 | $326.2M | 2 | 2026-02-28 | → |
| 446 | HFR ASSET MANAGEMENT, L.L.C | CHICAGO | 111705 | $326.2M | 2 | 2026-02-28 | → |
| 447 | OPTIMUM INVESTMENT ADVISORS, LLC | CHICAGO | 105182 | $321.8M | 5 | 2025-03-31 | → |
| 448 | VISTAMARK INVESTMENTS LLC | HINSDALE | 335309 | $317.2M | 4 | 2026-05-31 | → |
| 449 | MENDEL MONEY MANAGEMENT INC | NORTHBROOK | 105974 | $317.1M | 7 | 2026-03-31 | → |
| 450 | OCA VENTURES, LLC | CHICAGO | 161160 | $316.4M | 15 | 2026-04-30 | → |
| 451 | KENORA FINANCIAL, LLC | DES PLAINES | 123524 | $315.8M | 7 | 2026-06-30 | → |
| 452 | THE FUTURE FUND LLC | CHICAGO | 313973 | $314.4M | 3 | 2026-03-31 | → |
| 453 | CERTIFIED TAX SERVICE, INC. | CHICAGO | 110960 | $313.9M | 9 | 2025-12-31 | → |
| 454 | FSR WEALTH MANAGEMENT, LTD. | ELMHURST | 166746 | $312.7M | 21 | 2026-05-31 | → |
| 455 | MONERE WEALTH MANAGEMENT, INC. | SCHAUMBURG | 173076 | $312.0M | 10 | 2026-02-28 | → |
| 456 | TILIA HOLDINGS, LLC | CHICAGO | 292148 | $311.9M | 11 | 2026-03-31 | → |
| 457 | INVESTMENT CENTER, INC. | ORLAND PARK | 123091 | $310.5M | 6 | 2025-03-31 | → |
| 458 | TSP INVESTMENT ADVISERS, L.L.C. | CHICAGO | 333815 | $304.7M | 10 | 2026-03-31 | → |
| 459 | EMC CAPITAL ADVISORS, LLC | BANNOCKBURN | 169296 | $304.7M | 5 | 2026-03-31 | → |
| 460 | MACK INVESTMENT SECURITIES, INC. | NORTHFIELD | 17643 | $302.6M | 8 | 2026-03-31 | → |
| 461 | ACCESS FINANCIAL GROUP, INC. | CHICAGO | 33065 | $302.3M | 6 | 2026-03-31 | → |
| 462 | CYPRESS INVESTMENT MANAGEMENT, LLC | OAKBROOK TERRACE | 327810 | $302.2M | 6 | 2026-03-31 | → |
| 463 | PRAIRIE SKY FINANCIAL GROUP, LLC | LAKE BLUFF | 171672 | $302.1M | 5 | 2025-08-31 | → |
| 464 | PRAXIS CAPITAL MANAGEMENT LLC | CHICAGO | 333052 | $301.4M | 12 | 2026-03-31 | → |
| 465 | VITAL WEALTH MANAGEMENT, LLC | ROSEMONT | 156455 | $300.8M | 2 | 2026-06-30 | → |
| 466 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | GLEN ELLYN | 109265 | $299.2M | 3 | 2025-02-28 | → |
| 467 | STERLING BAY CAPITAL ADVISERS, LLC | CHICAGO | 172242 | $297.6M | 22 | 2026-03-31 | → |
| 468 | PROJECT LEVEL MANAGEMENT COMPANY, LLC | CHICAGO | 335704 | $293.8M | 50 | 2026-04-30 | → |
| 469 | NEXTGEN GROWTH PARTNERS, LLC | CHICAGO | 285024 | $293.7M | 15 | 2026-03-31 | → |
| 470 | FIDUCIARY FINANCIAL PARTNERS, LLC | NAPERVILLE | 156389 | $293.3M | 6 | 2026-04-30 | → |
| 471 | TPG ADVISORS LLC | NORTHFIELD | 298496 | $291.5M | 4 | 2026-03-31 | → |
| 472 | MILLINGTON FINANCIAL ADVISORS, LLC | NAPERVILLE | 156315 | $291.4M | 11 | 2026-03-31 | → |
| 473 | GROWTH BEVERAGE GROUP, LP | CHICAGO | 325508 | $290.9M | 10 | 2026-03-31 | → |
| 474 | GUARDIAN WEALTH MANAGEMENT INC. | PEORIA | 154159 | $289.1M | 5 | 2026-05-31 | → |
| 475 | LANDMARK WEALTH MANAGEMENT, INC. | NORMAL | 167188 | $287.0M | 8 | 2026-06-30 | → |
| 476 | RPC PRIVATE WEALTH, LLC | HINSDALE | 298527 | $286.3M | 1 | 2026-03-31 | → |
| 477 | NEW ENGLAND RESEARCH & MANAGEMENT, INC. | CHICAGO | 110739 | $285.2M | 4 | 2025-12-31 | → |
| 478 | PANDORA WEALTH, INC. | OAKBROOK TERRACE | 331816 | $285.0M | 7 | 2026-03-31 | → |
| 479 | PEARSON CREEK CAPITAL MANAGEMENT LLC | CHICAGO | 160354 | $284.8M | 1 | 2026-03-31 | → |
| 480 | MAXWELL STREET CAPITAL PARTNERS, LP | EVANSTON | 329585 | $284.3M | 9 | 2026-06-30 | → |
| 481 | HOLDER WEALTH MANAGEMENT, INC. | CHAMPAIGN | 170086 | $284.0M | 3 | 2026-03-31 | → |
| 482 | STONEBRIDGE WEALTH MANAGEMENT LLC | OAK BROOK | 285693 | $283.3M | 4 | 2026-05-31 | → |
| 483 | EJMK VENTURES LLC | ITASCA | 335762 | $282.8M | 13 | 2026-03-31 | → |
| 484 | CYPRESS WEALTH MANAGEMENT, LLC | OAKBROOK TERRACE | 324524 | $282.7M | 6 | 2026-03-31 | → |
| 485 | PERRITT CAPITAL MANAGEMENT INC | CHICAGO | 111623 | $279.8M | 6 | 2025-09-30 | → |
| 486 | DWM FINANCIAL GROUP, INC. | PALATINE | 111594 | $279.2M | 6 | 2026-06-30 | → |
| 487 | HORIZON FAMILY WEALTH, INC. | CHICAGO | 315484 | $278.8M | 2 | 2026-03-31 | → |
| 488 | 4WEALTH ADVISORS, INC. | BURR RIDGE | 129727 | $275.3M | 13 | 2026-04-30 | → |
| 489 | O'CONNOR FINANCIAL GROUP LLC | QUINCY | 168636 | $275.3M | 6 | 2026-05-31 | → |
| 490 | KAI WEALTH LLC | CHICAGO | 332136 | $275.2M | 6 | 2026-04-30 | → |
| 491 | MICHAEL RUSSO LTD | MOKENA | 142810 | $275.1M | 7 | 2026-03-31 | → |
| 492 | KLAFF REALTY, LP | CHICAGO | 265787 | $275.0M | 10 | 2026-03-31 | → |
| 493 | SIGNATURE FINANCIAL SERVICES, LTD | ARLINGTON HEIGHTS | 123729 | $274.0M | 12 | 2026-03-31 | → |
| 494 | UHLMANN INVESTMENT MANAGEMENT, L.L.C. | SKOKIE | 118025 | $273.2M | 11 | 2026-03-31 | → |
| 495 | E. A. HORWITZ LLC | DEERFIELD | 165561 | $272.6M | 13 | 2026-03-31 | → |
| 496 | EASTGATE CAPITAL ADVISORS LLC | WINNETKA | 220511 | $271.5M | 5 | 2026-03-31 | → |
| 497 | WAVVEST WEALTH LLC | CHICAGO | 332096 | $268.5M | 4 | 2026-05-31 | → |
| 498 | TRADELINK CAPITAL LLC | CHICAGO | 161971 | $267.8M | 11 | 2026-03-31 | → |
| 499 | THE DALA GROUP, LLC | HOFFMAN ESTATES | 291828 | $265.2M | 11 | 2026-05-31 | → |
| 500 | GREENSTONE BELT WEALTH ADVISORS, LLC | CHICAGO | 335862 | $260.1M | 5 | 2026-03-31 | → |
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