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 | |
|---|---|---|---|---|---|---|---|
| 301 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | CHICAGO | 285034 | $771.8M | 16 | 2026-04-30 | → |
| 302 | PERMANENT CAPITAL MANAGEMENT, LP | CHICAGO | 328318 | $768.9M | 10 | 2026-04-30 | → |
| 303 | HARVEST INVESTMENT SERVICES, LLC | OAKBROOK TERRACE | 159390 | $758.4M | 38 | 2026-05-31 | → |
| 304 | KLAAS FINANCIAL ASSET ADVISORS, LLC. | LOVES PARK | 121399 | $758.1M | 15 | 2026-05-31 | → |
| 305 | MOLLER WEALTH PARTNERS, INC. | NORTHFIELD | 110493 | $755.9M | 7 | 2026-02-28 | → |
| 306 | TOTAL CLARITY WEALTH MANAGEMENT, INC | ST. CHARLES | 142728 | $755.4M | 26 | 2026-03-31 | → |
| 307 | ALTERNATIVE INVESTMENT RESOURCE, LLC | CHICAGO | 288165 | $754.2M | 18 | 2026-05-31 | → |
| 308 | OFS CLO MANAGEMENT, LLC | CHICAGO | 288373 | $743.9M | 47 | 2026-03-31 | → |
| 309 | WAYSTONE ASSET MANAGEMENT (USA) LLC | CHICAGO | 315393 | $742.6M | 5 | 2026-03-31 | → |
| 310 | KKM FINANCIAL LLC | CHICAGO | 165136 | $733.9M | 5 | 2026-03-31 | → |
| 311 | CL WEALTH MANAGEMENT LLC | SCHAUMBURG | 134922 | $733.6M | 42 | 2026-03-31 | → |
| 312 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | HIGHLAND PARK | 299595 | $732.2M | 8 | 2026-03-31 | → |
| 313 | PARKERGALE, LLC | CHICAGO | 284237 | $719.1M | 14 | 2026-03-31 | → |
| 314 | TAIBER, KOSMALA & ASSOCIATES, LLC | CHICAGO | 161703 | $716.7M | 18 | 2026-03-31 | → |
| 315 | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC | SPRINGFIELD | 159255 | $705.7M | 10 | 2026-01-31 | → |
| 316 | 1 SEED PARTNERS LLC | CHICAGO | 329288 | $703.5M | 13 | 2026-03-31 | → |
| 317 | ABERDEEN WEALTH MANAGEMENT LLC | LAKE BLUFF | 108525 | $699.1M | 4 | 2026-03-31 | → |
| 318 | DREAM CAPITAL ADVISORS, LLC | LINCOLNSHIRE | 142788 | $695.3M | 2 | 2026-03-31 | → |
| 319 | STENGER FAMILY OFFICE, LLC | NAPERVILLE | 325089 | $686.2M | 9 | 2026-04-30 | → |
| 320 | PROVIDENCE WEALTH ADVISORS, LLC | FRANKFORT | 153646 | $684.4M | 11 | 2026-03-31 | → |
| 321 | MCNALLY ADVISORS, LLC | CHICAGO | 158707 | $680.9M | 21 | 2026-04-30 | → |
| 322 | THE BANC FUNDS COMPANY, L.L.C. | CHICAGO | 106305 | $680.4M | 13 | 2026-04-30 | → |
| 323 | PINNACLE FINANCIAL GROUP LLC | WESTERN SPRINGS | 116600 | $672.7M | 7 | 2026-03-31 | → |
| 324 | ADAMS STREET ADVISORS, LLC | CHICAGO | 333783 | $672.1M | 318 | 2026-06-30 | → |
| 325 | PERISCOPE EQUITY LLC | CHICAGO | 290326 | $667.0M | 16 | 2026-05-31 | → |
| 326 | LOGAN STONE CAPITAL LLC | CHICAGO | 311547 | $664.3M | 3 | 2026-03-31 | → |
| 327 | BCU WEALTH ADVISORS, LLC | VERNON HILLS | 164173 | $653.6M | 17 | 2026-05-31 | → |
| 328 | RINGS CAPITAL MANAGEMENT LLC | CHICAGO | 166601 | $653.0M | 2 | 2026-05-31 | → |
| 329 | ESSEX LLC | DEER PARK | 108352 | $649.3M | 9 | 2026-01-31 | → |
| 330 | SHANKERVALLEAU WEALTH ADVISORS, INC. | SKOKIE | 117527 | $645.3M | 8 | 2026-03-31 | → |
| 331 | MWA FINANCIAL SERVICES, INC. | ROCK ISLAND | 112630 | $640.0M | 721 | 2026-05-31 | → |
| 332 | HEMSLEY ADVISORS, LTD. | CHICAGO | 106414 | $638.1M | 5 | 2026-04-30 | → |
| 333 | RESOURCE FINANCIAL GROUP, LTD. | WILMETTE | 119833 | $637.4M | 8 | 2026-03-31 | → |
| 334 | ROCK ISLAND CAPITAL, LLC | OAK BROOK | 161623 | $636.6M | 10 | 2026-03-31 | → |
| 335 | DHJJ FINANCIAL ADVISORS, LTD. | NAPERVILLE | 107034 | $623.4M | 11 | 2026-03-31 | → |
| 336 | OAK FAMILY ADVISORS, LLC | CHICAGO | 141332 | $621.0M | 6 | 2026-06-30 | → |
| 337 | RED ARTS CAPITAL MANAGEMENT, LLC | CHICAGO | 316396 | $619.5M | 15 | 2026-03-31 | → |
| 338 | INNOVATIVE CAPITAL ADVISORS, LLC | CHICAGO | 161281 | $619.5M | 7 | 2026-01-31 | → |
| 339 | LAGO ASSET MANAGEMENT, LLC | CHICAGO | 305631 | $604.9M | 15 | 2026-03-31 | → |
| 340 | SEQUOIA WEALTH MANAGEMENT, LLC | BARRINGTON | 170543 | $599.6M | 16 | 2026-03-31 | → |
| 341 | AVATHON CAPITAL MANAGEMENT LP | CHICAGO | 332243 | $598.6M | 10 | 2026-03-31 | → |
| 342 | BROOKSTONE ASSET MANAGEMENT, LLC | WHEATON | 153467 | $597.9M | 5 | 2026-02-28 | → |
| 343 | HEDEKER WEALTH LLC | LINCOLNSHIRE | 124341 | $595.1M | 6 | 2026-03-31 | → |
| 344 | CAPITAL RESOURCE MANAGEMENT INC | DEERFIELD | 106768 | $593.2M | 4 | 2026-03-31 | → |
| 345 | KINNEY ASSET MANAGEMENT, LLC. | CHICAGO | 155498 | $578.1M | 5 | 2025-03-31 | → |
| 346 | SHOREHILL CAPITAL LLC | CHICAGO | 286004 | $576.2M | 12 | 2026-03-31 | → |
| 347 | BULLETPROOF CAPITAL, LLC | CHICAGO | 341136 | $575.8M | 8 | 2026-05-31 | → |
| 348 | BASTION MANAGEMENT II LLC | STAMFORD | 309685 | $572.7M | 13 | 2026-04-30 | → |
| 349 | NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC | LAKE FOREST | 130132 | $572.6M | 4 | 2026-03-31 | → |
| 350 | TALLWOODS PARTNERS, LLC | CHICAGO | 168865 | $569.4M | 2 | 2026-03-31 | → |
| 351 | PONDERA HOLDINGS LLC | CHICAGO | 315097 | $563.8M | 5 | 2026-05-31 | → |
| 352 | MATRIX PRIVATE CAPITAL GROUP LLC | CHICAGO | 285531 | $561.0M | 8 | 2026-03-31 | → |
| 353 | MIRAMAR CAPITAL LLC | NORTHBROOK | 290909 | $550.3M | 6 | 2026-03-31 | → |
| 354 | FOUNTAINHEAD FINANCIAL, LLC | CHICAGO | 150813 | $543.2M | 3 | 2026-03-31 | → |
| 355 | RIVER STREET ADVISORS, LLC | AURORA | 153537 | $539.2M | 12 | 2026-06-30 | → |
| 356 | J.G.HENDRICKS FINANCIAL SERVICES, LLC | ALGONQUIN | 289593 | $536.1M | 7 | 2026-06-30 | → |
| 357 | GRYPHON ADVISORS, LLC | EVANSTON | 132389 | $533.3M | 8 | 2025-03-31 | → |
| 358 | TRIGRAN INVESTMENTS, INC. | NORTHBROOK | 155200 | $533.2M | 9 | 2026-03-31 | → |
| 359 | CMT ASSET MANAGEMENT LLC | CHICAGO | 290487 | $532.7M | 27 | 2026-03-31 | → |
| 360 | XXI WEALTH, LLC | CHICAGO | 330796 | $531.5M | 5 | 2026-03-31 | → |
| 361 | BROWN WEALTH MANAGEMENT, LLC | NAPERVILLE | 324695 | $530.8M | 12 | 2026-03-31 | → |
| 362 | SANTA BARBARA MGMT, LLC | CHICAGO | 334801 | $530.2M | 18 | 2026-06-30 | → |
| 363 | CURA WEALTH ADVISORS, LLC | CHICAGO | 332511 | $527.7M | 3 | 2026-03-31 | → |
| 364 | GRAYBILL WEALTH MANAGEMENT, LTD. | ELMHURST | 112046 | $525.8M | 5 | 2026-03-31 | → |
| 365 | MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | LINCOLNSHIRE | 118366 | $524.4M | 10 | 2026-01-31 | → |
| 366 | 5TH CENTURY PARTNERS LP | CHICAGO | 313522 | $521.2M | 14 | 2026-03-31 | → |
| 367 | CRG FUND MANAGER, LLC | CHICAGO | 311944 | $516.9M | 3 | 2026-04-30 | → |
| 368 | TAIKO PRIVATE WEALTH | CHICAGO | 329909 | $514.8M | 3 | 2026-05-31 | → |
| 369 | JAMES T. BORELLO & CO. | EAST DUNDEE | 16860 | $514.1M | 4 | 2025-10-31 | → |
| 370 | SERENITY INVESTMENT ADVISORS LLC | CHICAGO | 307924 | $513.6M | 7 | 2026-05-31 | → |
| 371 | SYSTIMA CAPITAL MANAGEMENT LLC | CHICAGO | 168318 | $512.6M | 7 | 2026-03-31 | → |
| 372 | EDGE FINANCIAL ADVISORS, LLC | WHEATON | 136426 | $512.5M | 10 | 2026-03-31 | → |
| 373 | LFL ADVISERS, LLC | EVANSTON | 163963 | $506.8M | 3 | 2026-03-31 | → |
| 374 | TRANSITION EQUITY PARTNERS, LLC | CHICAGO | 324358 | $501.8M | 10 | 2026-06-30 | → |
| 375 | RUEDI WEALTH MANAGEMENT, INC. | CHAMPAIGN | 173262 | $498.0M | 5 | 2026-04-30 | → |
| 376 | STERLING WEALTH MANAGEMENT, INC. | CHAMPAIGN | 131304 | $494.6M | 7 | 2026-03-31 | → |
| 377 | BUSEY CAPITAL MANAGEMENT, INC. | URBANA | 128044 | $493.8M | 22 | 2026-03-31 | → |
| 378 | IRON FINANCIAL LLC | NORTHBROOK | 106682 | $489.2M | 10 | 2026-03-31 | → |
| 379 | I-QU & CO. MANAGEMENT, L.P. | CHICAGO | 301006 | $485.8M | 7 | 2026-03-31 | → |
| 380 | VANTAGE POINT FINANCIAL LLC | LISLE | 305016 | $484.6M | 17 | 2026-05-31 | → |
| 381 | RAIL-SPLITTER CAPITAL MANAGEMENT LLC | WINNETKA | 338394 | $484.1M | 3 | 2026-06-30 | → |
| 382 | ALTMAN ADVISORS, INC | CHICAGO | 281778 | $483.4M | 13 | 2026-03-31 | → |
| 383 | NINE TEN CAPITAL MANAGEMENT, LLC | CHICAGO | 171420 | $480.6M | 4 | 2026-03-31 | → |
| 384 | MEREDITH WEALTH PLANNING LLC | MARYVILLE | 300019 | $478.7M | 2 | 2026-01-31 | → |
| 385 | THE INVICTUS COLLECTIVE, LLC | PARK RIDGE | 310744 | $476.0M | 5 | 2026-06-30 | → |
| 386 | ZIMMERMAN WEALTH MANAGEMENT, LLC | EVANSTON | 127526 | $472.4M | 7 | 2026-03-31 | → |
| 387 | NORTH BRANCH CAPITAL MANAGEMENT, L.P. | OAK BROOK | 307344 | $467.5M | 8 | 2026-04-30 | → |
| 388 | CYPRESS CAPITAL PARTNERS, LLC | CHICAGO | 140754 | $464.4M | 3 | 2026-03-31 | → |
| 389 | STERLING FUND MANAGEMENT, LLC | CHICAGO | 160338 | $461.6M | 30 | 2026-03-31 | → |
| 390 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | O'FALLON | 110932 | $457.8M | 5 | 2026-02-28 | → |
| 391 | BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. | CHICAGO | 309272 | $456.0M | 20 | 2026-04-30 | → |
| 392 | LESLIE GLOBAL WEALTH, LLC | ITASCA | 128202 | $446.8M | 6 | 2026-03-31 | → |
| 393 | INLAND ADVISORY SERVICES, LLC | OAK BROOK | 338893 | $443.1M | 48 | 2026-05-31 | → |
| 394 | SAGE PRIVATE WEALTH GROUP, LLC | OAKBROOK TERRACE | 173399 | $440.8M | 15 | 2026-03-31 | → |
| 395 | BOREALIS STRATEGIC CAPITAL PARTNERS, LP | CHICAGO | 300562 | $440.4M | 6 | 2026-03-31 | → |
| 396 | BATES FINANCIAL ADVISORS, INC. | ROCKFORD | 116515 | $439.2M | 5 | 2026-06-30 | → |
| 397 | NEWPORT INVESTMENT MANAGEMENT, LLC | CHICAGO | 153918 | $438.8M | 17 | 2026-03-31 | → |
| 398 | HIGHVIEW CAPITAL MANAGEMENT, LLC | BUFFALO GROVE | 306195 | $416.3M | 5 | 2026-03-31 | → |
| 399 | BARD ASSOCIATES INC | CHICAGO | 104984 | $416.2M | 10 | 2026-05-31 | → |
| 400 | SGL FINANCIAL, LLC | BUFFALO GROVE | 158023 | $416.0M | 33 | 2026-06-30 | → |
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