Research Report · 2026-06-30
Institutional Registered Investment Advisers in Illinois
SEC-registered investment advisers in Illinois ranked by reported institutional client assets.
Firms
369
Total AUM
$6.54T
Median AUM
$705.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | PORT CAPITAL LLC | CHICAGO | 206517 | $2.85B | 13 | 2026-02-28 | → |
| 102 | BOS ASSET MANAGEMENT, LLC | SPRINGFIELD | 310632 | $933.2M | 11 | 2026-04-30 | → |
| 103 | MEDIQUS ASSET ADVISORS INC | CHICAGO | 107694 | $1.46B | 11 | 2026-03-31 | → |
| 104 | CEDAR STREET ASSET MANAGEMENT LLC | CHICAGO | 285814 | $938.4M | 11 | 2026-03-31 | → |
| 105 | CLEARWATER CAPITAL ADVISORS, LLC | HOFFMAN ESTATES | 139886 | $1.68B | 23 | 2026-05-31 | → |
| 106 | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO | 147662 | $7.47B | 73 | 2026-03-31 | → |
| 107 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | CHICAGO | 157073 | $18.56B | 282 | 2026-03-31 | → |
| 108 | BUSEY CAPITAL MANAGEMENT, INC. | URBANA | 128044 | $493.8M | 22 | 2026-03-31 | → |
| 109 | ADVISORY RESEARCH INC | CHICAGO | 108254 | $991.3M | 14 | 2026-03-31 | → |
| 110 | BROWNSON, REHMUS & FOXWORTH, INC. | CHICAGO | 110608 | $4.79B | 26 | 2026-03-31 | → |
| 111 | ARCHFORD CAPITAL STRATEGIES, LLC | SWANSEA | 164482 | $1.49B | 45 | 2026-04-30 | → |
| 112 | VICTORY PARK CAPITAL ADVISORS, LLC | CHICAGO | 161079 | $3.65B | 60 | 2026-03-31 | → |
| 113 | ACCESS FINANCIAL GROUP, INC. | CHICAGO | 33065 | $302.3M | 6 | 2026-03-31 | → |
| 114 | VIVALDI CAPITAL MANAGEMENT LP | CHICAGO | 160150 | $5.64B | 68 | 2026-04-30 | → |
| 115 | CRESCENT GROVE ADVISORS, LLC | LAKE FOREST | 170912 | $5.50B | 34 | 2026-03-31 | → |
| 116 | SERENITY INVESTMENT ADVISORS LLC | CHICAGO | 307924 | $513.6M | 7 | 2026-05-31 | → |
| 117 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | LOMBARD | 309050 | $1.09B | 12 | 2026-03-31 | → |
| 118 | KEEBECK PARTNERS, LLC | CHICAGO | 297496 | $2.03B | 9 | 2026-03-31 | → |
| 119 | LFL ADVISERS, LLC | EVANSTON | 163963 | $506.8M | 3 | 2026-03-31 | → |
| 120 | HARTLINE INVESTMENT CORP. | WINNETKA | 106923 | $935.5M | 6 | 2026-03-31 | → |
| 121 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | GLEN CARBON | 157998 | $791.8M | 9 | 2026-03-31 | → |
| 122 | NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC | LAKE FOREST | 130132 | $572.6M | 4 | 2026-03-31 | → |
| 123 | ROBERTS, GLORE & CO. | DEERFIELD | 109792 | $938.4M | 7 | 2026-03-31 | → |
| 124 | STUDIO INVESTMENT MANAGEMENT, LLC | CHICAGO | 158489 | $903.0M | 9 | 2026-03-31 | → |
| 125 | PEARSON CREEK CAPITAL MANAGEMENT LLC | CHICAGO | 160354 | $284.8M | 1 | 2026-03-31 | → |
| 126 | BERNARDI ASSET MANAGEMENT, LLC | NORTHFIELD | 120110 | $331.0M | 22 | 2025-11-30 | → |
| 127 | VESTOR CAPITAL, LLC | CHICAGO | 165855 | $2.28B | 27 | 2026-03-31 | → |
| 128 | OAK RIDGE INVESTMENTS, LLC | CHICAGO | 107066 | $1.70B | 13 | 2026-05-31 | → |
| 129 | ARETE WEALTH ADVISORS, LLC | CHICAGO | 145488 | $2.75B | 135 | 2026-06-30 | → |
| 130 | NADLER FINANCIAL GROUP, INC. | DEERFIELD | 122617 | $2.18B | 28 | 2026-03-31 | → |
| 131 | KNOW YOUR OPTIONS LLC | CHICAGO | 153641 | $388.8M | 15 | 2026-03-31 | → |
| 132 | CORE CAPITAL MANAGEMENT, LLC | CHICAGO | 162814 | $216.2M | 6 | 2026-03-31 | → |
| 133 | CHICAGO CAPITAL, LLC | CHICAGO | 291624 | $4.82B | 18 | 2026-01-31 | → |
| 134 | CAPITAL GAINS INC | NILES | 111717 | $166.6M | 3 | 2026-01-31 | → |
| 135 | KINNEY ASSET MANAGEMENT, LLC. | CHICAGO | 155498 | $578.1M | 5 | 2025-03-31 | → |
| 136 | HARRISON STREET ADVISORS, LLC | CHICAGO | 157983 | $20.18B | 321 | 2026-03-31 | → |
| 137 | COZAD ASSET MANAGEMENT INC | CHAMPAIGN | 104764 | $2.62B | 29 | 2026-03-31 | → |
| 138 | FELDMAN, INGARDONA & CO. | DOWNERS GROVE | 29449 | $1.73B | 6 | 2025-09-30 | → |
| 139 | ROTHSCHILD INVESTMENT LLC | CHICAGO | 728 | $2.79B | 39 | 2026-03-31 | → |
| 140 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | CHICAGO | 117681 | $2.50B | 26 | 2026-04-30 | → |
| 141 | CONVEXITAS, LLC | CHICAGO | 315145 | $151.3M | 4 | 2026-03-31 | → |
| 142 | LAKE STREET PRIVATE WEALTH, LLC | CHICAGO | 296761 | $1.16B | 9 | 2026-03-31 | → |
| 143 | IHT WEALTH MANAGEMENT LLC | CHICAGO | 171481 | $9.80B | 179 | 2026-03-31 | → |
| 144 | GATE CITY CAPITAL MANAGEMENT, LLC | CHICAGO | 289122 | $253.6M | 4 | 2026-03-31 | → |
| 145 | MIRAMAR CAPITAL LLC | NORTHBROOK | 290909 | $550.3M | 6 | 2026-03-31 | → |
| 146 | GUARDIAN WEALTH MANAGEMENT INC. | PEORIA | 154159 | $289.1M | 5 | 2026-05-31 | → |
| 147 | KKM FINANCIAL LLC | CHICAGO | 165136 | $733.9M | 5 | 2026-03-31 | → |
| 148 | ROTHSCHILD WEALTH LLC | OAKBROOK | 162442 | $1.70B | 27 | 2026-06-30 | → |
| 149 | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | DECATUR | 111872 | $2.66B | 67 | 2026-03-31 | → |
| 150 | TALLWOODS PARTNERS, LLC | CHICAGO | 168865 | $569.4M | 2 | 2026-03-31 | → |
| 151 | MPI WEALTH MANAGEMENT LLC | HINSDALE | 301011 | $233.6M | 4 | 2026-05-31 | → |
| 152 | HIGHPOINT ADVISOR GROUP, LLC | DOWNERS GROVE | 316636 | $4.78B | 106 | 2026-05-31 | → |
| 153 | CHESLEY, TAFT & ASSOCIATES, LLC | CHICAGO | 111578 | $3.01B | 18 | 2026-03-31 | → |
| 154 | GROWTH BEVERAGE GROUP, LP | CHICAGO | 325508 | $290.9M | 10 | 2026-03-31 | → |
| 155 | DISTILLATE CAPITAL PARTNERS LLC | CHICAGO | 297521 | $2.11B | 4 | 2026-02-28 | → |
| 156 | BASTION MANAGEMENT II LLC | STAMFORD | 309685 | $572.7M | 13 | 2026-04-30 | → |
| 157 | PALO DURO INVESTMENT PARTNERS, LP | CHICAGO | 324320 | $402.8M | 6 | 2026-03-31 | → |
| 158 | COFG ADVISORS, LLC | OAK BROOK | 333344 | $1.21B | 19 | 2026-02-28 | → |
| 159 | SG CAPITAL MANAGEMENT LLC | CHICAGO | 134471 | $1.38B | 10 | 2026-03-31 | → |
| 160 | CYPRESS WEALTH MANAGEMENT, LLC | OAKBROOK TERRACE | 324524 | $282.7M | 6 | 2026-03-31 | → |
| 161 | MIDWESTERN SECURITIES TRADING COMPANY, LLC | EAST PEORIA | 101080 | $1.98B | 105 | 2026-06-30 | → |
| 162 | ROMANO BROTHERS AND COMPANY | EVANSTON | 3215 | $1.54B | 16 | 2026-02-28 | → |
| 163 | BROOKSTONE CAPITAL MANAGEMENT LLC | WHEATON | 141413 | $12.75B | 405 | 2026-03-31 | → |
| 164 | MCCULLEY FINANCIAL GROUP, LLC | WESTCHESTER | 154891 | $188.7M | 4 | 2026-04-30 | → |
| 165 | BROWN WEALTH MANAGEMENT, LLC | NAPERVILLE | 324695 | $530.8M | 12 | 2026-03-31 | → |
| 166 | WARBERG ASSET MANAGEMENT LLC | WINNETKA | 164003 | $805.9M | 10 | 2026-03-31 | → |
| 167 | TILDEN LOUCKS & WOODNORTH LLC | ELMHURST | 106713 | $173.3M | 4 | 2026-03-31 | → |
| 168 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC | SPRINGFIELD | 159255 | $705.7M | 10 | 2026-01-31 | → |
| 169 | MATRIX PRIVATE CAPITAL GROUP LLC | CHICAGO | 285531 | $561.0M | 8 | 2026-03-31 | → |
| 170 | EQUITY ARMOR INVESTMENTS, LLC | CHICAGO | 156327 | $184.3M | 3 | 2026-03-31 | → |
| 171 | GEM CAPITAL, L.P. | CHICAGO | 157210 | $6.28B | 69 | 2026-03-31 | → |
| 172 | FORT SHERIDAN ADVISORS LLC | HIGHLAND PARK | 151139 | $1.03B | 10 | 2026-06-30 | → |
| 173 | LIZARD INVESTORS LLC | CHICAGO | 147284 | $232.8M | 2 | 2026-03-31 | → |
| 174 | BENCHMARK INVESTMENT ADVISORS LLC | CHICAGO | 159705 | $329.2M | 6 | 2026-03-31 | → |
| 175 | 4WEALTH ADVISORS, INC. | BURR RIDGE | 129727 | $275.3M | 13 | 2026-04-30 | → |
| 176 | SIKICH CAPITAL MANAGEMENT LLC | SPRINGFIELD | 142640 | $1.18B | 22 | 2026-03-31 | → |
| 177 | PEKIN HARDY STRAUSS, INC. | CHICAGO | 107310 | $1.55B | 19 | 2026-03-31 | → |
| 178 | PROMUS CAPITAL, LLC | CHICAGO | 147597 | $1.60B | 28 | 2025-05-31 | → |
| 179 | ALLEY INVESTMENT MANAGEMENT COMPANY, LLC | LAKE FOREST | 317544 | $907.2M | 9 | 2026-03-31 | → |
| 180 | ORCHARD CAPITAL MANAGEMENT, LLC | CHICAGO | 269957 | $111.8M | 5 | 2026-03-31 | → |
| 181 | OPTIMUM INVESTMENT ADVISORS, LLC | CHICAGO | 105182 | $321.8M | 5 | 2025-03-31 | → |
| 182 | THE PLANNING CENTER, INC. | MOLINE | 118994 | $1.37B | 28 | 2026-03-31 | → |
| 183 | INSIGHT SECURITIES, INC. | HIGHLAND PARK | 5611 | $94.2M | 25 | 2025-10-31 | → |
| 184 | PRAIRIE RIVERS INVESTMENTS, LLC | ROBINSON | 288153 | $249.3M | 5 | 2026-03-31 | → |
| 185 | URBAN FINANCIAL ADVISORY CORP | CHICAGO | 110057 | $1.28B | 15 | 2025-09-30 | → |
| 186 | STERLING WEALTH MANAGEMENT, INC. | CHAMPAIGN | 131304 | $494.6M | 7 | 2026-03-31 | → |
| 187 | DIBENEDETTO & ASSOCIATES LTD | LOVES PARK | 108092 | $333.1M | 3 | 2026-03-31 | → |
| 188 | LCM CAPITAL MANAGEMENT INC | CHICAGO | 111074 | $403.0M | 8 | 2026-04-30 | → |
| 189 | OAK FAMILY ADVISORS, LLC | CHICAGO | 141332 | $621.0M | 6 | 2026-06-30 | → |
| 190 | FOURSTAR WEALTH ADVISORS, LLC | CHICAGO | 169613 | $1.42B | 48 | 2026-03-31 | → |
| 191 | HORIZON WEALTH MANAGEMENT, LLC | LA GRANGE | 170255 | $1.08B | 10 | 2026-02-28 | → |
| 192 | ALTERNATIVE INVESTMENT RESOURCE, LLC | CHICAGO | 288165 | $754.2M | 18 | 2026-05-31 | → |
| 193 | PARK PIEDMONT ADVISORS LLC | CHICAGO | 129451 | $1.03B | 11 | 2025-09-30 | → |
| 194 | KERBEROS CAPITAL MANAGEMENT LLC | CHICAGO | 315699 | $412.2M | 8 | 2026-03-31 | → |
| 195 | VITAL WEALTH MANAGEMENT, LLC | ROSEMONT | 156455 | $300.8M | 2 | 2026-06-30 | → |
| 196 | ESSEX LLC | DEER PARK | 108352 | $649.3M | 9 | 2026-01-31 | → |
| 197 | SEBOLD CAPITAL MANAGEMENT, INC | LISLE | 122941 | $364.3M | 9 | 2026-03-31 | → |
| 198 | UNIQUE WEALTH STRATEGIES | BURR RIDGE | 323994 | $381.5M | 10 | 2026-03-31 | → |
| 199 | PARKVIEW ASSET MANAGEMENT, INC. | OAKBROOK TERRACE | 307977 | $206.1M | 4 | 2026-03-31 | → |
| 200 | RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC | SKOKIE | 137021 | $1.13B | 15 | 2025-03-31 | → |
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