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Research Report · 2026-06-30

Institutional Registered Investment Advisers in Chicago

SEC-registered investment advisers in Chicago ranked by reported institutional client assets.

Firms
169
Total AUM
$4.30T
Median AUM
$2.08B
Latest Filing
2026-06-30
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Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
101IHT WEALTH MANAGEMENT LLCCHICAGO171481$9.80B1792026-03-31→
102GATE CITY CAPITAL MANAGEMENT, LLCCHICAGO289122$253.6M42026-03-31→
103KKM FINANCIAL LLCCHICAGO165136$733.9M52026-03-31→
104TALLWOODS PARTNERS, LLCCHICAGO168865$569.4M22026-03-31→
105CHESLEY, TAFT & ASSOCIATES, LLCCHICAGO111578$3.01B182026-03-31→
106GROWTH BEVERAGE GROUP, LPCHICAGO325508$290.9M102026-03-31→
107DISTILLATE CAPITAL PARTNERS LLCCHICAGO297521$2.11B42026-02-28→
108PALO DURO INVESTMENT PARTNERS, LPCHICAGO324320$402.8M62026-03-31→
109SG CAPITAL MANAGEMENT LLCCHICAGO134471$1.38B102026-03-31→
110MATRIX PRIVATE CAPITAL GROUP LLCCHICAGO285531$561.0M82026-03-31→
111EQUITY ARMOR INVESTMENTS, LLCCHICAGO156327$184.3M32026-03-31→
112GEM CAPITAL, L.P.CHICAGO157210$6.28B692026-03-31→
113LIZARD INVESTORS LLCCHICAGO147284$232.8M22026-03-31→
114BENCHMARK INVESTMENT ADVISORS LLCCHICAGO159705$329.2M62026-03-31→
115PEKIN HARDY STRAUSS, INC.CHICAGO107310$1.55B192026-03-31→
116PROMUS CAPITAL, LLCCHICAGO147597$1.60B282025-05-31→
117ORCHARD CAPITAL MANAGEMENT, LLCCHICAGO269957$111.8M52026-03-31→
118OPTIMUM INVESTMENT ADVISORS, LLCCHICAGO105182$321.8M52025-03-31→
119URBAN FINANCIAL ADVISORY CORPCHICAGO110057$1.28B152025-09-30→
120LCM CAPITAL MANAGEMENT INCCHICAGO111074$403.0M82026-04-30→
121OAK FAMILY ADVISORS, LLCCHICAGO141332$621.0M62026-06-30→
122FOURSTAR WEALTH ADVISORS, LLCCHICAGO169613$1.42B482026-03-31→
123ALTERNATIVE INVESTMENT RESOURCE, LLCCHICAGO288165$754.2M182026-05-31→
124PARK PIEDMONT ADVISORS LLCCHICAGO129451$1.03B112025-09-30→
125KERBEROS CAPITAL MANAGEMENT LLCCHICAGO315699$412.2M82026-03-31→
126GERCHEN CAPITAL MANAGEMENT, LLCCHICAGO316524$2.11B232026-03-31→
127CENTRIC WEALTH MANAGEMENT, LLCCHICAGO133877$792.9M152026-04-30→
128FINANCIAL SOLUTIONS ADVISORY GROUP, INC.CHICAGO125218$935.0M102026-03-31→
129KUHN & COMPANY INVESTMENT COUNSEL, LLCCHICAGO306434$182.7M32026-04-30→
130INSIGHT 2811 INCCHICAGO109784$339.6M82026-03-31→
131ZUCKERMAN INVESTMENT GROUP, LLCCHICAGO137785$2.17B152026-03-31→
132BRUCE & CO INCCHICAGO104735$379.5M12026-03-31→
133BLUE LINE CAPITAL, LLCCHICAGO304024$131.9M72026-06-30→
134MIDWAY CAPITAL RESEARCH & MANAGEMENT LLCCHICAGO147139$110.4M22026-06-30→
135NORTHERN TRUST SECURITIES, INC.CHICAGO7927$1.66B3852026-05-31→
136PERRITT CAPITAL MANAGEMENT INCCHICAGO111623$279.8M62025-09-30→
137MWS CAPITAL CONSULTANTS LLCCHICAGO125061$193.7M32026-02-28→
138BANKERS LIFE ADVISORY SERVICES, INC.CHICAGO281285$1.94B3842026-03-31→
139BULLETPROOF CAPITAL, LLCCHICAGO341136$575.8M82026-05-31→
140BANTAMAC CAPITAL, LLCCHICAGO307765$224.7M42026-03-31→
141CHICAGO WEALTH MANAGEMENT, INC.CHICAGO112271$365.7M62026-03-31→
142THE MOSAIC FINANCIAL GROUP, LLCCHICAGO109816$948.7M272026-03-31→
143COHEN CAPITAL ADVISORS, LLCCHICAGO339112$1.10B112026-05-31→
144SIGNET PRIVATE WEALTH, LLCCHICAGO290029$189.7M42026-06-30→
145ASTOR INVESTMENT MANAGEMENT LLCCHICAGO169679$198.4M62025-02-28→
146PT ASSET MANAGEMENT, LLCCHICAGO107619$11.35B522026-03-31→
147ORBA WEALTH ADVISORS, LLCCHICAGO297351$136.9M162025-11-30→
148SANTA BARBARA MGMT, LLCCHICAGO334801$530.2M182026-06-30→
149THE MATHER GROUP, LLCCHICAGO156005$13.45B1862026-04-30→
150HEMSLEY ADVISORS, LTD.CHICAGO106414$638.1M52026-04-30→
151GRESHAM PARTNERS, LLCCHICAGO108668$13.80B672026-03-31→
152NEW ENGLAND RESEARCH & MANAGEMENT, INC.CHICAGO110739$285.2M42025-12-31→
153BURLING WEALTH PARTNERS, LLCCHICAGO332198$1.00B82026-03-31→
154MITCHELL VAUGHT & TAYLOR INCCHICAGO106160$42.4M52025-03-31→
155GRIZZLYROCK CAPITAL, LLCCHICAGO226650$192.7M22026-03-31→
156VERSATILE CAPITAL MANAGEMENT L.L.C.CHICAGO173611$130.1M32026-03-31→
157STRIDE INVESTMENTS, LLCCHICAGO167037$200.9M82026-03-31→
158FOUNTAINHEAD FINANCIAL, LLCCHICAGO150813$543.2M32026-03-31→
159ALERCE INVESTMENT MANAGEMENT, L.P.CHICAGO285746$226.9M42026-03-31→
160ALTMAN ADVISORS, INCCHICAGO281778$483.4M132026-03-31→
161WAVVEST WEALTH LLCCHICAGO332096$268.5M42026-05-31→
162GREENSTONE BELT WEALTH ADVISORS, LLCCHICAGO335862$260.1M52026-03-31→
163OCM PRIVATE WEALTH, LLCCHICAGO332302$338.1M82026-03-31→
164MENTOR CAPITAL MANAGEMENT INC.CHICAGO123176$226.4M42026-03-31→
165STEWARD ADVISORS, LLCCHICAGO156331$160.7M42026-03-31→
166VERTIS WEALTH, LLCCHICAGO307270$140.7M172026-03-31→
167TENMA LIMITED I, LLCCHICAGO299563$109,34512025-03-31→
168QUINCY WELLS ADVISORS, LLCCHICAGO307477$45.1M222026-03-31→
169HORIZON FAMILY WEALTH, INC.CHICAGO315484$278.8M22026-03-31→

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Sleeve169 firms · 2026-06-30