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 | |
|---|---|---|---|---|---|---|---|
| 601 | WINCHESTER ASSET MANAGEMENT, LLC | CHICAGO | 322300 | $154.0M | 2 | 2026-03-31 | → |
| 602 | SHEFFIELD ASSET MANAGEMENT, L.L.C. | CHICAGO | 137065 | $151.7M | 3 | 2026-03-31 | → |
| 603 | CONVEXITAS, LLC | CHICAGO | 315145 | $151.3M | 4 | 2026-03-31 | → |
| 604 | OPUS FINANCIAL SOLUTIONS LLC | DOWNERS GROVE | 282311 | $150.8M | 4 | 2026-06-30 | → |
| 605 | KUHN WEALTH MANAGEMENT INC. | SCHAUMBURG | 168727 | $150.8M | 3 | 2026-06-30 | → |
| 606 | LINCOLN CAPITAL ADVISERS LLC | CHICAGO | 335085 | $150.0M | 7 | 2026-03-31 | → |
| 607 | BARRETT WEALTH CONNECTION LLC | SPRING GROVE | 161020 | $148.0M | 2 | 2026-02-28 | → |
| 608 | OUTLOOK CAPITAL MANAGEMENT, LLC | ARLINGTON HEIGHTS | 132339 | $147.4M | 2 | 2026-03-31 | → |
| 609 | KRUSE ASSET MANAGEMENT, LLC | CHICAGO | 143204 | $146.2M | 2 | 2026-03-31 | → |
| 610 | TRUE PARTNER CAPITAL USA HOLDING, INC. | CHICAGO | 283176 | $145.6M | 1 | 2026-03-31 | → |
| 611 | MONETTA FINANCIAL SERVICES INC | WHEATON | 105367 | $144.8M | 3 | 2026-03-31 | → |
| 612 | MIDWEST FINANCIAL NETWORK, LLC | TINLEY PARK | 302095 | $141.9M | 2 | 2026-02-28 | → |
| 613 | FORTY4 ASSET MANAGEMENT LLC | CHICAGO | 163518 | $141.9M | 14 | 2024-12-31 | → |
| 614 | CLEMENT STREET CAPITAL LLC | DOWNERS GROVE | 159684 | $141.0M | 2 | 2026-02-28 | → |
| 615 | VERTIS WEALTH, LLC | CHICAGO | 307270 | $140.7M | 17 | 2026-03-31 | → |
| 616 | MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLC | CHICAGO | 336266 | $140.2M | 50 | 2026-05-31 | → |
| 617 | FORTIS PORTFOLIO SOLUTIONS, LLC | CHICAGO | 314886 | $140.0M | 2 | 2026-03-31 | → |
| 618 | TEZA CAPITAL MANAGEMENT LLC | CHICAGO | 173124 | $139.5M | 90 | 2026-03-31 | → |
| 619 | CENTERSTAR ASSET MANAGEMENT, LLC | CHICAGO | 289928 | $138.6M | 8 | 2026-03-31 | → |
| 620 | MARK BELL ADVISORY SERVICES, INC. | CHICAGO | 107114 | $138.2M | 1 | 2026-03-31 | → |
| 621 | LANDOLT SECURITIES, INC. | LAKE BLUFF | 28352 | $137.8M | 14 | 2026-06-30 | → |
| 622 | DIRECTIONAL ASSET MANAGEMENT, LLC | ARLINGTON HEIGHTS | 152859 | $136.9M | 1 | 2026-03-31 | → |
| 623 | ORBA WEALTH ADVISORS, LLC | CHICAGO | 297351 | $136.9M | 16 | 2025-11-30 | → |
| 624 | HORIZON CAPITAL MANAGEMENT, LLC | LAKE FOREST | 132113 | $136.2M | 1 | 2026-03-31 | → |
| 625 | CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | LISLE | 123483 | $135.2M | 20 | 2026-03-31 | → |
| 626 | SOUTH GEORGIA CAPITAL, LLC | NAPERVILLE | 146765 | $134.0M | 4 | 2026-03-31 | → |
| 627 | BALANCED ASSET STRATEGIES, LTD. | LA GRANGE | 153520 | $133.6M | 3 | 2025-03-31 | → |
| 628 | BLUE LINE CAPITAL, LLC | CHICAGO | 304024 | $131.9M | 7 | 2026-06-30 | → |
| 629 | VERSATILE CAPITAL MANAGEMENT L.L.C. | CHICAGO | 173611 | $130.1M | 3 | 2026-03-31 | → |
| 630 | PEBBLE VALLEY HOLDINGS, INC | WESTERN SPRINGS | 145664 | $129.5M | 3 | 2026-04-30 | → |
| 631 | MARCUS CAPITAL, LLC | NORTHFIELD | 130516 | $129.2M | 2 | 2026-03-31 | → |
| 632 | STEPHEN SMITH FINANCIAL INC. | SCHAUMBURG | 339402 | $129.0M | 4 | 2026-06-30 | → |
| 633 | BCM CAPITAL MANAGEMENT LLC | NORTHFIELD | 337570 | $126.3M | 3 | 2026-03-31 | → |
| 634 | SIGNIFICANT WEALTH PARTNERS LLC | CARY | 293060 | $126.1M | 8 | 2026-03-31 | → |
| 635 | WOLF FINANCIAL ADVISORS LLC | PEKIN | 146080 | $124.9M | 1 | 2026-06-30 | → |
| 636 | MIDWEST FINANCIAL ASSOCIATES, INC. | ROCKFORD | 158573 | $123.9M | 4 | 2026-03-31 | → |
| 637 | DALY INVESTMENT MANAGEMENT, LLC | MOUNT PROSPECT | 149980 | $123.5M | 1 | 2026-06-30 | → |
| 638 | MAYNERICH FINANCIAL | VIRDEN | 331546 | $122.5M | 6 | 2026-03-31 | → |
| 639 | ARBOR FINANCIAL SERVICES, LLC | DOWNERS GROVE | 150713 | $122.2M | 5 | 2026-02-28 | → |
| 640 | LAUREATE WEALTH MANAGEMENT, LLC | GLEN ELLYN | 172519 | $121.9M | 6 | 2026-05-31 | → |
| 641 | BLUE HAVEN CAPITAL, LLC | GENEVA | 141738 | $121.5M | 2 | 2026-03-31 | → |
| 642 | REGAL ADVISORY SERVICES, INC. | GLENVIEW | 123842 | $121.4M | 25 | 2026-03-31 | → |
| 643 | PATHFINDER WEALTH MANAGEMENT, INC. | ROCKFORD | 122768 | $121.4M | 5 | 2026-03-31 | → |
| 644 | 4SIGHT WEALTH ADVISORS LLC | SKOKIE | 286127 | $121.2M | 1 | 2026-05-31 | → |
| 645 | SYMMETRY WEALTH MANAGEMENT, LLC | MOUNT PROSPECT | 297002 | $120.9M | 2 | 2026-05-31 | → |
| 646 | ADVANCED PLANNING ADVISORS GROUP INC. | NAPERVILLE | 313101 | $120.4M | 2 | 2026-04-30 | → |
| 647 | HINSDALE ASSOCIATES, INC. | HINSDALE | 108293 | $120.1M | 2 | 2026-02-28 | → |
| 648 | K2 WEALTH MANAGEMENT LLC | CHICAGO | 332264 | $120.0M | 4 | 2026-04-30 | → |
| 649 | COPPERWOOD FINANCIAL, INC. | BURR RIDGE | 310859 | $119.6M | 3 | 2026-03-31 | → |
| 650 | ENGAGE WEALTH GROUP, LLC | NORTHFIELD | 307915 | $119.5M | 3 | 2026-06-30 | → |
| 651 | YUNISTONE INVESTMENT GROUP, LLC | CHICAGO | 149728 | $119.5M | 1 | 2026-02-28 | → |
| 652 | MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. | WESTMONT | 107420 | $119.3M | 4 | 2026-01-31 | → |
| 653 | BLUE SKY INVESTMENT PARTNERS, INC. | EVANSTON | 145318 | $118.0M | 1 | 2026-04-30 | → |
| 654 | KINNAMON & ASSOCIATES LTD II | BARRINGTON | 106701 | $117.6M | 7 | 2026-04-30 | → |
| 655 | NEW VERNON INVESTMENT MANAGEMENT LLC | HIGHLAND PARK | 160247 | $115.5M | 8 | 2026-04-30 | → |
| 656 | COPIA INVESTMENT MANAGEMENT, LLC | CHICAGO | 327954 | $114.8M | 7 | 2026-03-31 | → |
| 657 | MOSAIC FI LLC | LINCOLNSHIRE | 169670 | $112.8M | 5 | 2026-04-30 | → |
| 658 | FRA WEALTH MANAGEMENT LLC | O'FALLON | 284020 | $112.8M | 2 | 2026-03-31 | → |
| 659 | KDM WEALTH MANAGEMENT INC. | GENEVA | 152002 | $112.2M | 6 | 2026-04-30 | → |
| 660 | ORCHARD CAPITAL MANAGEMENT, LLC | CHICAGO | 269957 | $111.8M | 5 | 2026-03-31 | → |
| 661 | BONDURANT INVESTMENT ADVISORY, LLC | EVANSTON | 297290 | $111.1M | 3 | 2026-01-31 | → |
| 662 | MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC | CHICAGO | 147139 | $110.4M | 2 | 2026-06-30 | → |
| 663 | DILLOW WEALTH MANAGEMENT LLC | OAK BROOK | 313192 | $106.3M | 2 | 2026-02-28 | → |
| 664 | FINANCIAL DESIGN STUDIO, INC. | DEER PARK | 286686 | $105.5M | 4 | 2026-02-28 | → |
| 665 | BAKER & YOEST INVESTMENT ADVISERS, INC. | DEERFIELD | 149115 | $101.7M | 2 | 2025-03-31 | → |
| 666 | INSIGHT SECURITIES, INC. | HIGHLAND PARK | 5611 | $94.2M | 25 | 2025-10-31 | → |
| 667 | CLOUD GATE CAPITAL, LLC | CHICAGO | 165787 | $90.5M | 6 | 2024-12-31 | → |
| 668 | FAIRWAY CAPITAL MANAGEMENT, LLC | CHICAGO | 312918 | $85.2M | 5 | 2026-03-31 | → |
| 669 | RAIL SPLITTER CAPITAL ADVISERS, LLC | CHICAGO | 338780 | $61.0M | 3 | 2026-03-31 | → |
| 670 | EASTSPRING INVESTMENTS INCORPORATED | CHICAGO | 169439 | $49.7M | 7 | 2026-03-31 | → |
| 671 | HERITAGE STRATEGIC WEALTH, LLC | CARY | 338025 | $45.7M | 3 | 2026-03-31 | → |
| 672 | QUINCY WELLS ADVISORS, LLC | CHICAGO | 307477 | $45.1M | 22 | 2026-03-31 | → |
| 673 | BARZIDEH & NADEAU WEALTH MANAGEMENT LLC | BARRINGTON | 334876 | $44.6M | 3 | 2025-06-30 | → |
| 674 | MITCHELL VAUGHT & TAYLOR INC | CHICAGO | 106160 | $42.4M | 5 | 2025-03-31 | → |
| 675 | LINCOLNBRIDGE FINANCIAL PLANNING, LLC | OGLESBY | 333779 | $39.8M | 3 | 2025-03-31 | → |
| 676 | CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC | NAPERVILLE | 322813 | $26.8M | 17 | 2026-03-31 | → |
| 677 | TALL PINES CAPITAL, LLC | OAK BROOK | 286089 | $25.0M | 2 | 2026-05-31 | → |
| 678 | RCP ADVISORS, LLC | CHICAGO | 119813 | $21.0M | 0 | 2026-03-31 | → |
| 679 | RIVERWALK CAPITAL PARTNERS, LLC | CHICAGO | 328320 | $16.2M | 6 | 2026-04-30 | → |
| 680 | KEELEY-TETON ADVISORS, LLC | CHICAGO | 286297 | $12.6M | 5 | 2026-03-31 | → |
| 681 | CASTLEARK ALTERNATIVES, LLC | CHICAGO | 288893 | $8.2M | 5 | 2026-04-30 | → |
| 682 | ACCESS SOFTEK ADVISORY SERVICES, LLC | NAPERVILLE | 299800 | $6.3M | 4 | 2026-02-28 | → |
| 683 | REDMONT WEALTH ADVISORS LLC | CHICAGO | 310981 | $4.8M | 2 | 2026-05-31 | → |
| 684 | AVENTINE CAPITAL MANAGEMENT LLC | CHICAGO | 330233 | $4.1M | 2 | 2025-03-31 | → |
| 685 | FORESTER CAPITAL MANAGEMENT LTD | LIBERTYVILLE | 109474 | $3.5M | 1 | 2026-03-31 | → |
| 686 | BUILD WHALE, INC. | CHICAGO | 330063 | $2.5M | 7 | 2026-03-31 | → |
| 687 | M1 ADVISORY SERVICES LLC | CHICAGO | 249787 | $633,573 | 14 | 2026-05-31 | → |
| 688 | PATH DIGITAL ADVISORS, LLC | CHICAGO | 312983 | $150,000 | 4 | 2025-03-31 | → |
| 689 | TENMA LIMITED I, LLC | CHICAGO | 299563 | $109,345 | 1 | 2025-03-31 | → |
| 690 | ZACKS INTELLIGENCE LLC | CHICAGO | 333798 | $2 | 10 | 2026-05-31 | → |
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