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 | |
|---|---|---|---|---|---|---|---|
| 201 | ROTHSCHILD WEALTH LLC | OAKBROOK | 162442 | $1.70B | 27 | 2026-06-30 | → |
| 202 | CLEARWATER CAPITAL ADVISORS, LLC | HOFFMAN ESTATES | 139886 | $1.68B | 23 | 2026-05-31 | → |
| 203 | ADVYZON INVESTMENT MANAGEMENT, LLC | LISLE | 318816 | $1.68B | 21 | 2026-04-30 | → |
| 204 | ENERGIZE CAPITAL LLC | CHICAGO | 289047 | $1.67B | 26 | 2026-03-31 | → |
| 205 | NORTHERN TRUST SECURITIES, INC. | CHICAGO | 7927 | $1.66B | 385 | 2026-05-31 | → |
| 206 | LPC REALTY ADVISORS I, LLC | CHICAGO | 112175 | $1.65B | 9 | 2026-03-31 | → |
| 207 | MULLER & MONROE ASSET MANAGEMENT,LLC | CHICAGO | 132073 | $1.63B | 17 | 2026-03-31 | → |
| 208 | CREATION INVESTMENTS CAPITAL MANAGEMENT, LLC | CHICAGO | 171581 | $1.60B | 21 | 2026-03-31 | → |
| 209 | PROMUS CAPITAL, LLC | CHICAGO | 147597 | $1.60B | 28 | 2025-05-31 | → |
| 210 | PEKIN HARDY STRAUSS, INC. | CHICAGO | 107310 | $1.55B | 19 | 2026-03-31 | → |
| 211 | KEYSTONE CAPITAL MANAGEMENT, LP | CHICAGO | 314798 | $1.55B | 32 | 2026-03-31 | → |
| 212 | ROMANO BROTHERS AND COMPANY | EVANSTON | 3215 | $1.54B | 16 | 2026-02-28 | → |
| 213 | ARIEL ALTERNATIVES, LLC | CHICAGO | 314178 | $1.51B | 57 | 2026-03-31 | → |
| 214 | ARCHFORD CAPITAL STRATEGIES, LLC | SWANSEA | 164482 | $1.49B | 45 | 2026-04-30 | → |
| 215 | ORIGAMI CAPITAL PARTNERS, LLC | CHICAGO | 160054 | $1.48B | 10 | 2026-04-30 | → |
| 216 | MEDIQUS ASSET ADVISORS INC | CHICAGO | 107694 | $1.46B | 11 | 2026-03-31 | → |
| 217 | DORSEY ASSET MANAGEMENT LLC | CHICAGO | 169056 | $1.45B | 10 | 2026-03-31 | → |
| 218 | FIDUS INVESTMENT ADVISORS, LLC | EVANSTON | 156981 | $1.44B | 35 | 2026-03-31 | → |
| 219 | MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. | CHICAGO | 156890 | $1.44B | 19 | 2026-03-31 | → |
| 220 | PARKSIDE INVESTMENTS, LLC | DEERFIELD | 286178 | $1.44B | 7 | 2026-04-30 | → |
| 221 | SHERIDAN CP, LP | CHICAGO | 299035 | $1.44B | 30 | 2026-05-31 | → |
| 222 | FOURSTAR WEALTH ADVISORS, LLC | CHICAGO | 169613 | $1.42B | 48 | 2026-03-31 | → |
| 223 | TRUEMARK INVESTMENTS, LLC | CHICAGO | 306600 | $1.42B | 6 | 2026-06-30 | → |
| 224 | V-SQUARE QUANTITATIVE MANAGEMENT LLC | CHICAGO | 310355 | $1.42B | 5 | 2026-03-31 | → |
| 225 | PIVOT CAPITAL PARTNERS LLC | CHICAGO | 335324 | $1.40B | 2 | 2026-06-30 | → |
| 226 | EQUITY INTERNATIONAL MANAGEMENT, LLC | CHICAGO | 156961 | $1.40B | 13 | 2026-03-31 | → |
| 227 | INSPIRION WEALTH ADVISORS, LLC | LIBERTYVILLE | 165174 | $1.39B | 12 | 2026-03-31 | → |
| 228 | SG CAPITAL MANAGEMENT LLC | CHICAGO | 134471 | $1.38B | 10 | 2026-03-31 | → |
| 229 | THE PLANNING CENTER, INC. | MOLINE | 118994 | $1.37B | 28 | 2026-03-31 | → |
| 230 | INVISION MANAGEMENT INC. | CHICAGO | 330151 | $1.34B | 26 | 2026-06-30 | → |
| 231 | JVM CAPITAL L.L.C. | OAK BROOK | 170207 | $1.34B | 7 | 2025-03-31 | → |
| 232 | INDUSTRIAL OPPORTUNITY PARTNERS, LLC | EVANSTON | 156994 | $1.34B | 20 | 2026-03-31 | → |
| 233 | SAVOIE CAPITAL LLC | CHICAGO | 167497 | $1.32B | 3 | 2026-04-30 | → |
| 234 | URBAN FINANCIAL ADVISORY CORP | CHICAGO | 110057 | $1.28B | 15 | 2025-09-30 | → |
| 235 | KEB ASSET MANAGEMENT, LLC | SPRINGFIELD | 117935 | $1.27B | 17 | 2026-01-31 | → |
| 236 | PROMUS ASSET MANAGEMENT, LLC | CHICAGO | 165478 | $1.27B | 13 | 2026-04-30 | → |
| 237 | COFG ADVISORS, LLC | OAK BROOK | 333344 | $1.21B | 19 | 2026-02-28 | → |
| 238 | SIKICH CAPITAL MANAGEMENT LLC | SPRINGFIELD | 142640 | $1.18B | 22 | 2026-03-31 | → |
| 239 | CRUMLY AND ASSOCIATES, INCORPORATED | SPRINGFIELD | 168998 | $1.18B | 12 | 2026-06-30 | → |
| 240 | AGR PARTNERS LLC | CHICAGO | 283081 | $1.17B | 14 | 2026-05-31 | → |
| 241 | LAKE STREET PRIVATE WEALTH, LLC | CHICAGO | 296761 | $1.16B | 9 | 2026-03-31 | → |
| 242 | EFFICIENT CAPITAL MANAGEMENT LLC | WARRENVILLE | 287958 | $1.16B | 29 | 2026-03-31 | → |
| 243 | RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC | SKOKIE | 137021 | $1.13B | 15 | 2025-03-31 | → |
| 244 | WISHBONE MANAGEMENT, LP | CHICAGO | 283479 | $1.12B | 22 | 2026-03-31 | → |
| 245 | ARTHUR M. COHEN & ASSOCIATES LLC | NORTHBROOK | 105894 | $1.11B | 5 | 2026-04-30 | → |
| 246 | COHEN CAPITAL ADVISORS, LLC | CHICAGO | 339112 | $1.10B | 11 | 2026-05-31 | → |
| 247 | NEW HARBOR CAPITAL MANAGEMENT, LP | CHICAGO | 283319 | $1.09B | 18 | 2026-05-31 | → |
| 248 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | LOMBARD | 309050 | $1.09B | 12 | 2026-03-31 | → |
| 249 | MAY RIVER CAPITAL, LLC | CHICAGO | 166007 | $1.09B | 19 | 2026-03-31 | → |
| 250 | OFS CLO MANAGEMENT II, LLC | CHICAGO | 323411 | $1.09B | 50 | 2026-03-31 | → |
| 251 | HORIZON WEALTH MANAGEMENT, LLC | LA GRANGE | 170255 | $1.08B | 10 | 2026-02-28 | → |
| 252 | GOLDSTONE FINANCIAL GROUP, LLC | OAKBROOK TERRACE | 222520 | $1.05B | 43 | 2026-03-31 | → |
| 253 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | LIBERTYVILLE | 304290 | $1.05B | 20 | 2026-03-31 | → |
| 254 | COYLE FINANCIAL COUNSEL, LLC | GLENVIEW | 110593 | $1.05B | 24 | 2026-03-31 | → |
| 255 | FORT SHERIDAN ADVISORS LLC | HIGHLAND PARK | 151139 | $1.03B | 10 | 2026-06-30 | → |
| 256 | RUNWAY GROWTH CAPITAL LLC | CHICAGO | 281514 | $1.03B | 26 | 2026-03-31 | → |
| 257 | PARK PIEDMONT ADVISORS LLC | CHICAGO | 129451 | $1.03B | 11 | 2025-09-30 | → |
| 258 | VERTEX PLANNING PARTNERS, LLC | DOWNERS GROVE | 316839 | $1.01B | 20 | 2026-03-31 | → |
| 259 | GROWTH CATALYST PARTNERS, L.P. | CHICAGO | 311410 | $1.01B | 14 | 2026-05-31 | → |
| 260 | LONGFORD CAPITAL MANAGEMENT, LP | CHICAGO | 284049 | $1.00B | 14 | 2026-03-31 | → |
| 261 | BURLING WEALTH PARTNERS, LLC | CHICAGO | 332198 | $1.00B | 8 | 2026-03-31 | → |
| 262 | WORLD EQUITY GROUP, INC. | SCHAUMBURG | 29087 | $1.00B | 165 | 2026-06-30 | → |
| 263 | TSFG, LLC | LAKE FOREST | 172555 | $997.2M | 19 | 2026-03-31 | → |
| 264 | HUIZENGA CAPITAL MANAGEMENT, LLC | OAK BROOK | 156524 | $996.7M | 13 | 2026-03-31 | → |
| 265 | LANTZ FINANCIAL LLC | NAPERVILLE | 297573 | $994.1M | 13 | 2026-04-30 | → |
| 266 | KABOUTER MANAGEMENT, LLC | CHICAGO | 153099 | $992.5M | 15 | 2026-03-31 | → |
| 267 | ADVISORY RESEARCH INC | CHICAGO | 108254 | $991.3M | 14 | 2026-03-31 | → |
| 268 | INTERTIDE PARTNERS L.L.C. | CHICAGO | 326896 | $971.4M | 3 | 2026-04-30 | → |
| 269 | CHICAGO ATLANTIC ADVISERS, LLC | CHICAGO | 311619 | $970.3M | 93 | 2026-05-31 | → |
| 270 | RIVERBEND CAPITAL ADVISORS, LLC | CHICAGO | 157117 | $964.8M | 5 | 2026-03-31 | → |
| 271 | THE MOSAIC FINANCIAL GROUP, LLC | CHICAGO | 109816 | $948.7M | 27 | 2026-03-31 | → |
| 272 | ROBERTS, GLORE & CO. | DEERFIELD | 109792 | $938.4M | 7 | 2026-03-31 | → |
| 273 | CEDAR STREET ASSET MANAGEMENT LLC | CHICAGO | 285814 | $938.4M | 11 | 2026-03-31 | → |
| 274 | HARTLINE INVESTMENT CORP. | WINNETKA | 106923 | $935.5M | 6 | 2026-03-31 | → |
| 275 | FINANCIAL SOLUTIONS ADVISORY GROUP, INC. | CHICAGO | 125218 | $935.0M | 10 | 2026-03-31 | → |
| 276 | BOS ASSET MANAGEMENT, LLC | SPRINGFIELD | 310632 | $933.2M | 11 | 2026-04-30 | → |
| 277 | TRIFECTA CAPITAL ADVISORS, LLC | NORTHBROOK | 317391 | $927.4M | 3 | 2026-03-31 | → |
| 278 | GLS CAPITAL, LLC | CHICAGO | 298976 | $924.7M | 11 | 2026-03-31 | → |
| 279 | ALLEY INVESTMENT MANAGEMENT COMPANY, LLC | LAKE FOREST | 317544 | $907.2M | 9 | 2026-03-31 | → |
| 280 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | CHICAGO | 168346 | $906.2M | 6 | 2026-03-31 | → |
| 281 | STUDIO INVESTMENT MANAGEMENT, LLC | CHICAGO | 158489 | $903.0M | 9 | 2026-03-31 | → |
| 282 | SFAM, LLC | ELMHURST | 145026 | $896.5M | 6 | 2026-03-31 | → |
| 283 | PRAIRIE MANAGEMENT COMPANY, L.P. | CHICAGO | 155566 | $869.9M | 22 | 2026-03-31 | → |
| 284 | XA INVESTMENTS LLC | CHICAGO | 284005 | $865.6M | 15 | 2026-03-31 | → |
| 285 | GREENROCK RESEARCH, INC. | CHICAGO | 131825 | $863.9M | 6 | 2026-03-31 | → |
| 286 | ATIVO CAPITAL MANAGEMENT, LLC | CHICAGO | 125303 | $862.7M | 8 | 2026-03-31 | → |
| 287 | LEELYN SMITH, LLC | GENEVA | 110517 | $852.3M | 38 | 2026-04-30 | → |
| 288 | RIVERGLADE CAPITAL MANAGEMENT, L.P. | CHICAGO | 290557 | $846.9M | 12 | 2026-03-31 | → |
| 289 | STRATEGIC INVESTMENT SOLUTIONS, INC. | ORLAND PARK | 143128 | $830.2M | 14 | 2026-02-28 | → |
| 290 | MPS-LORIA FINANCIAL PLANNERS,LLC | BURR RIDGE | 122866 | $826.6M | 7 | 2026-02-28 | → |
| 291 | GCG MANAGEMENT, LLC | CHICAGO | 156816 | $818.2M | 10 | 2026-03-31 | → |
| 292 | WARBERG ASSET MANAGEMENT LLC | WINNETKA | 164003 | $805.9M | 10 | 2026-03-31 | → |
| 293 | CREEKMUR ASSET MANAGEMENT, LLC | MORTON | 306903 | $800.0M | 36 | 2026-03-31 | → |
| 294 | CENTRIC WEALTH MANAGEMENT, LLC | CHICAGO | 133877 | $792.9M | 15 | 2026-04-30 | → |
| 295 | CARSONALLARIA WEALTH MANAGEMENT, LTD. | GLEN CARBON | 157998 | $791.8M | 9 | 2026-03-31 | → |
| 296 | PFINGSTEN PARTNERS, L.L.C. | CHICAGO | 156493 | $787.0M | 20 | 2026-03-31 | → |
| 297 | FAIRHAVEN WEALTH MANAGEMENT, LLC | WHEATON | 173771 | $783.2M | 19 | 2025-02-28 | → |
| 298 | FACTOR WEALTH MANAGEMENT LTD. | CHICAGO | 104708 | $781.0M | 8 | 2026-06-30 | → |
| 299 | NEW VERNON WEALTH MANAGEMENT LLC | HIGHLAND PARK | 164775 | $781.0M | 8 | 2026-03-31 | → |
| 300 | WISDOM FINANCIAL SERVICES, L.L.C. | GENESEO | 127385 | $779.2M | 14 | 2026-02-28 | → |
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