Research Report · 2026-02-28
Largest Registered Investment Advisers in Chicago
Chicago SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
31
Total AUM
$47.77B
Median AUM
$326.2M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | BMO FAMILY OFFICE, LLC | CHICAGO | 110264 | $9.99B | 130 | 2026-01-31 | → |
| 2 | COLUMBIA WANGER ASSET MANAGEMENT, LLC | CHICAGO | 111168 | $5.83B | 13 | 2025-06-30 | → |
| 3 | PLANPILOT, LLC | CHICAGO | 160319 | $5.58B | 15 | 2026-02-28 | → |
| 4 | CHICAGO CAPITAL, LLC | CHICAGO | 291624 | $4.82B | 18 | 2026-01-31 | → |
| 5 | KODAI CAPITAL MANAGEMENT LP | CHICAGO | 328086 | $2.93B | 44 | 2025-04-30 | → |
| 6 | PORT CAPITAL LLC | CHICAGO | 206517 | $2.85B | 13 | 2026-02-28 | → |
| 7 | ARETE WEALTH ADVISORS, LLC | CHICAGO | 145488 | $2.75B | 135 | 2026-02-28 | → |
| 8 | EMBREE FINANCIAL GROUP | CHICAGO | 108233 | $2.64B | 19 | 2026-02-28 | → |
| 9 | DISTILLATE CAPITAL PARTNERS LLC | CHICAGO | 297521 | $2.11B | 4 | 2026-02-28 | → |
| 10 | PROMUS CAPITAL, LLC | CHICAGO | 147597 | $1.60B | 28 | 2025-05-31 | → |
| 11 | URBAN FINANCIAL ADVISORY CORP | CHICAGO | 110057 | $1.28B | 15 | 2025-09-30 | → |
| 12 | PARK PIEDMONT ADVISORS LLC | CHICAGO | 129451 | $1.03B | 11 | 2025-09-30 | → |
| 13 | INNOVATIVE CAPITAL ADVISORS, LLC | CHICAGO | 161281 | $619.5M | 7 | 2026-01-31 | → |
| 14 | KINNEY ASSET MANAGEMENT, LLC. | CHICAGO | 155498 | $578.1M | 5 | 2025-03-31 | → |
| 15 | HFR INVESTMENTS, LLC | CHICAGO | 307372 | $326.2M | 2 | 2026-02-28 | → |
| 16 | HFR ASSET MANAGEMENT, L.L.C | CHICAGO | 111705 | $326.2M | 2 | 2026-02-28 | → |
| 17 | OPTIMUM INVESTMENT ADVISORS, LLC | CHICAGO | 105182 | $321.8M | 5 | 2025-03-31 | → |
| 18 | CERTIFIED TAX SERVICE, INC. | CHICAGO | 110960 | $313.9M | 9 | 2025-12-31 | → |
| 19 | NEW ENGLAND RESEARCH & MANAGEMENT, INC. | CHICAGO | 110739 | $285.2M | 4 | 2025-12-31 | → |
| 20 | PERRITT CAPITAL MANAGEMENT INC | CHICAGO | 111623 | $279.8M | 6 | 2025-09-30 | → |
| 21 | 103 ADVISORY GROUP LLC | CHICAGO | 314694 | $257.2M | 3 | 2026-01-31 | → |
| 22 | ASTOR INVESTMENT MANAGEMENT LLC | CHICAGO | 169679 | $198.4M | 6 | 2025-02-28 | → |
| 23 | MWS CAPITAL CONSULTANTS LLC | CHICAGO | 125061 | $193.7M | 3 | 2026-02-28 | → |
| 24 | SIGNET PRIVATE WEALTH, LLC | CHICAGO | 290029 | $189.7M | 4 | 2026-02-28 | → |
| 25 | EDDIE PATEL, INC | CHICAGO | 148411 | $160.7M | 1 | 2026-02-28 | → |
| 26 | ORBA WEALTH ADVISORS, LLC | CHICAGO | 297351 | $136.9M | 16 | 2025-11-30 | → |
| 27 | YUNISTONE INVESTMENT GROUP, LLC | CHICAGO | 149728 | $119.5M | 1 | 2026-02-28 | → |
| 28 | MITCHELL VAUGHT & TAYLOR INC | CHICAGO | 106160 | $42.4M | 5 | 2025-03-31 | → |
| 29 | AVENTINE CAPITAL MANAGEMENT LLC | CHICAGO | 330233 | $4.1M | 2 | 2025-03-31 | → |
| 30 | PATH DIGITAL ADVISORS, LLC | CHICAGO | 312983 | $150,000 | 4 | 2025-03-31 | → |
| 31 | TENMA LIMITED I, LLC | CHICAGO | 299563 | $109,345 | 1 | 2025-03-31 | → |
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