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 | |
|---|---|---|---|---|---|---|---|
| 501 | CLARK WEALTH PARTNERS, LLC | O'FALLON | 321757 | $259.9M | 6 | 2026-03-31 | → |
| 502 | PLUSCIOS MANAGEMENT LLC | EVANSTON | 146761 | $258.1M | 5 | 2026-03-31 | → |
| 503 | 103 ADVISORY GROUP LLC | CHICAGO | 314694 | $257.2M | 3 | 2026-01-31 | → |
| 504 | FRONTAURA CAPITAL LLC | CHICAGO | 162237 | $256.6M | 4 | 2026-03-31 | → |
| 505 | ESTATE & TRUST ADVISORS, INC. | RIVERWOODS | 123802 | $256.5M | 6 | 2026-03-31 | → |
| 506 | WINONA CAPITAL MANAGEMENT, LLC | CHICAGO | 162882 | $255.6M | 6 | 2026-06-30 | → |
| 507 | GATE CITY CAPITAL MANAGEMENT, LLC | CHICAGO | 289122 | $253.6M | 4 | 2026-03-31 | → |
| 508 | PATRICK M. SWEENEY & ASSOCIATES, INC | LIBERTYVILLE | 112802 | $252.5M | 2 | 2026-03-31 | → |
| 509 | MAIN STREET INVESTMENT ADVISORS, LLC | NORTHBROOK | 146036 | $250.3M | 3 | 2026-01-31 | → |
| 510 | PRAIRIE RIVERS INVESTMENTS, LLC | ROBINSON | 288153 | $249.3M | 5 | 2026-03-31 | → |
| 511 | LAKEWOOD ASSET MANAGEMENT, LLC | NAPERVILLE | 174887 | $248.7M | 5 | 2026-05-31 | → |
| 512 | TENET WEALTH PARTNERS, LLC | CHAMPAIGN | 339818 | $246.9M | 4 | 2026-05-31 | → |
| 513 | IMPACT ENGINE MANAGEMENT, PBC | CHICAGO | 304022 | $244.5M | 9 | 2026-05-31 | → |
| 514 | 210 WEALTH MANAGEMENT, INC. | MORTON | 328570 | $242.8M | 16 | 2026-03-31 | → |
| 515 | PRISM PLANNING PARTNERS, LLC | LIBERTYVILLE | 290485 | $241.5M | 4 | 2026-03-31 | → |
| 516 | INTERACTIVE FINANCIAL ADVISORS, INC. | NEW LENOX | 125117 | $240.4M | 33 | 2026-03-31 | → |
| 517 | ARLINGTON CAPITAL MANAGEMENT, INC. | ARLINGTON HEIGHTS | 114801 | $235.9M | 5 | 2026-03-31 | → |
| 518 | LIND CAPITAL PARTNERS, LLC | EVANSTON | 165810 | $235.0M | 5 | 2026-03-31 | → |
| 519 | MPI WEALTH MANAGEMENT LLC | HINSDALE | 301011 | $233.6M | 4 | 2026-05-31 | → |
| 520 | BRENTVIEW INVESTMENT MANAGEMENT, LLC | NORTHFIELD | 300409 | $233.4M | 6 | 2026-03-31 | → |
| 521 | LIZARD INVESTORS LLC | CHICAGO | 147284 | $232.8M | 2 | 2026-03-31 | → |
| 522 | ROPPEL CAPITAL MANAGEMENT LLC | PARK RIDGE | 310237 | $231.5M | 3 | 2026-05-31 | → |
| 523 | FOREST ASSET MANAGEMENT LLC | RIVERSIDE | 139795 | $230.7M | 3 | 2026-02-28 | → |
| 524 | WOODFIELD FINANCIAL ADVISORS, INC. | DEER PARK | 123279 | $230.1M | 3 | 2026-02-28 | → |
| 525 | CHICAGO INVESTMENT ADVISORY COUNCIL, INC. | ST. CHARLES | 123243 | $230.0M | 11 | 2026-03-31 | → |
| 526 | ALERCE INVESTMENT MANAGEMENT, L.P. | CHICAGO | 285746 | $226.9M | 4 | 2026-03-31 | → |
| 527 | MENTOR CAPITAL MANAGEMENT INC. | CHICAGO | 123176 | $226.4M | 4 | 2026-03-31 | → |
| 528 | WILLIAMS CAPITAL MANAGEMENT COMPANY | WILMETTE | 109412 | $225.6M | 1 | 2026-03-31 | → |
| 529 | MINDFUL WEALTH LLC | GLENCOE | 297493 | $225.3M | 1 | 2026-05-31 | → |
| 530 | BANTAMAC CAPITAL, LLC | CHICAGO | 307765 | $224.7M | 4 | 2026-03-31 | → |
| 531 | VIA IV INVESTMENTS, LLC | BURR RIDGE | 121992 | $221.8M | 4 | 2026-03-31 | → |
| 532 | ERIE STREET GROWTH PARTNERS MANAGEMENT COMPANY, LLC | CHICAGO | 326011 | $221.2M | 2 | 2026-06-30 | → |
| 533 | RISING POINT CAPITAL MANAGEMENT, LLC | CHICAGO | 341131 | $219.6M | 9 | 2026-06-30 | → |
| 534 | MADDEN FUNDS MANAGEMENT LTD. | OAK PARK | 110309 | $217.9M | 3 | 2026-02-28 | → |
| 535 | CORE CAPITAL MANAGEMENT, LLC | CHICAGO | 162814 | $216.2M | 6 | 2026-03-31 | → |
| 536 | KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC | ST. CHARLES | 338738 | $211.5M | 3 | 2026-05-31 | → |
| 537 | VIRTUE ASSET MANAGEMENT LLC | BARRINGTON | 283438 | $211.4M | 3 | 2026-06-30 | → |
| 538 | PHASE III ADVISORY SERVICES, LTD | BUFFALO GROVE | 122959 | $210.9M | 3 | 2026-04-30 | → |
| 539 | TREETOP WEALTH MANAGEMENT, LLC | NORTHFIELD | 155013 | $210.0M | 3 | 2026-01-31 | → |
| 540 | PRAIRIEVIEW WEALTH PARTNERS, LLC | FRANKFORT | 327974 | $207.5M | 9 | 2026-04-30 | → |
| 541 | PARKVIEW ASSET MANAGEMENT, INC. | OAKBROOK TERRACE | 307977 | $206.1M | 4 | 2026-03-31 | → |
| 542 | WESTERN PACIFIC WEALTH MANAGEMENT, LP | LAKE FOREST | 152714 | $205.5M | 3 | 2026-03-31 | → |
| 543 | CRYSTAL ROCK CAPITAL MANAGEMENT, LLC. | BANNOCKBURN | 157296 | $203.9M | 4 | 2026-02-28 | → |
| 544 | DV CAPITAL ADVISORS, LLC | CHICAGO | 330325 | $203.4M | 11 | 2026-03-31 | → |
| 545 | CHICAGO CAPITAL MANAGEMENT, LLC | CHICAGO | 175453 | $202.8M | 4 | 2026-03-31 | → |
| 546 | STRIDE INVESTMENTS, LLC | CHICAGO | 167037 | $200.9M | 8 | 2026-03-31 | → |
| 547 | ALLIED ASSET ADVISORS INC | HOMETOWN | 112441 | $199.8M | 3 | 2025-03-31 | → |
| 548 | CITY CAPITAL VENTURES, LLC | CHICAGO | 314936 | $198.8M | 8 | 2026-03-31 | → |
| 549 | ASTOR INVESTMENT MANAGEMENT LLC | CHICAGO | 169679 | $198.4M | 6 | 2025-02-28 | → |
| 550 | PMG WEALTH MANAGEMENT, INC. | HAWTHORN WOODS | 285899 | $198.3M | 4 | 2026-05-31 | → |
| 551 | TRUEMAN BROWN, LLC | LAKE ZURICH | 141602 | $196.1M | 2 | 2026-03-31 | → |
| 552 | ARK ADVISORS LLC | BLOOMINGTON | 167456 | $195.6M | 2 | 2026-01-31 | → |
| 553 | AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC | CRYSTAL LAKE | 147376 | $195.4M | 5 | 2026-03-31 | → |
| 554 | TETLEY INVESTMENTS, LLC | PARK RIDGE | 164130 | $193.9M | 3 | 2026-03-31 | → |
| 555 | MWS CAPITAL CONSULTANTS LLC | CHICAGO | 125061 | $193.7M | 3 | 2026-02-28 | → |
| 556 | KINZIE CAPITAL PARTNERS LP | CHICAGO | 305445 | $193.0M | 12 | 2026-03-31 | → |
| 557 | GRIZZLYROCK CAPITAL, LLC | CHICAGO | 226650 | $192.7M | 2 | 2026-03-31 | → |
| 558 | FINANCIAL ELEMENTS, INC | ROLLING MEADOWS | 148557 | $192.6M | 2 | 2026-02-28 | → |
| 559 | MASUS FINANCIAL GROUP, LTD. | BATAVIA | 174339 | $190.6M | 4 | 2026-05-31 | → |
| 560 | THREE SIXTY WEALTH MANAGEMENT, LLC | BLOOMINGTON | 301007 | $190.1M | 6 | 2026-04-30 | → |
| 561 | HARBOUR FINANCIAL RESOURCES, LTD | SKOKIE | 110261 | $189.8M | 3 | 2026-03-31 | → |
| 562 | SIGNET PRIVATE WEALTH, LLC | CHICAGO | 290029 | $189.7M | 4 | 2026-06-30 | → |
| 563 | MCCULLEY FINANCIAL GROUP, LLC | WESTCHESTER | 154891 | $188.7M | 4 | 2026-04-30 | → |
| 564 | FLOW STATE INVESTMENTS, LP | CHICAGO | 318195 | $188.4M | 14 | 2024-12-31 | → |
| 565 | WALL STREET FINANCIAL GROUP, INC. | CARLINVILLE | 289051 | $187.7M | 3 | 2026-01-31 | → |
| 566 | PRECISE INVESTMENT MANAGEMENT, INC. | HIGHLAND PARK | 282557 | $186.3M | 6 | 2026-02-28 | → |
| 567 | FIRST ANALYSIS CAPITAL MANAGEMENT LLC | CHICAGO | 161373 | $186.2M | 25 | 2026-05-31 | → |
| 568 | BOON CAPITAL ADVISORS LLC | NORTHBROOK | 174016 | $185.0M | 2 | 2026-03-31 | → |
| 569 | EQUITY ARMOR INVESTMENTS, LLC | CHICAGO | 156327 | $184.3M | 3 | 2026-03-31 | → |
| 570 | GLL INVESTORS, LLC | CHICAGO | 161830 | $184.1M | 3 | 2026-03-31 | → |
| 571 | KUHN & COMPANY INVESTMENT COUNSEL, LLC | CHICAGO | 306434 | $182.7M | 3 | 2026-04-30 | → |
| 572 | BARRETT UPTON CAPITAL PARTNERS LLC | LAKE FOREST | 326104 | $182.3M | 9 | 2026-03-31 | → |
| 573 | LAKESHORE CAPITAL GROUP, INC. | ROLLING MEADOWS | 325609 | $181.5M | 3 | 2026-01-31 | → |
| 574 | CYR FINANCIAL INC. | HENNEPIN | 277118 | $180.5M | 9 | 2026-04-30 | → |
| 575 | T2 ASSET MANAGEMENT, LLC | NAPERVILLE | 167714 | $180.0M | 8 | 2026-03-31 | → |
| 576 | MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC | SKOKIE | 319408 | $178.9M | 4 | 2026-03-31 | → |
| 577 | HTAA, LLC | CHICAGO | 171391 | $177.0M | 11 | 2026-03-31 | → |
| 578 | MCLAUGHLIN ASSET MANAGEMENT, INC. | DANVILLE | 125735 | $176.1M | 4 | 2026-03-31 | → |
| 579 | BENCHMARK CAPITAL GROUP LTD. | GALENA | 123698 | $173.6M | 3 | 2026-02-28 | → |
| 580 | FOX RIVER ADVISERS, LLC | NAPERVILLE | 159794 | $173.6M | 12 | 2024-12-31 | → |
| 581 | TILDEN LOUCKS & WOODNORTH LLC | ELMHURST | 106713 | $173.3M | 4 | 2026-03-31 | → |
| 582 | LIBERTY ASSET MANAGEMENT, INC. | WOODRIDGE | 135791 | $172.7M | 3 | 2026-01-31 | → |
| 583 | NORTH SHORE INVESTMENT CONSULTING LLC | WILMETTE | 131763 | $170.5M | 1 | 2026-02-28 | → |
| 584 | PACESETTER FINANCIAL GROUP, L.L.C. | LINCOLN | 123287 | $170.5M | 10 | 2026-03-31 | → |
| 585 | KUHN CAPITAL PARTNERS, LLC | OAK BROOK | 283028 | $169.9M | 5 | 2026-03-31 | → |
| 586 | LIFEPOINT PLANNING, PLLC | SCHAUMBURG | 296911 | $168.5M | 3 | 2026-02-28 | → |
| 587 | ILLUMINATE WEALTH MANAGEMENT LLC | BARRINGTON | 306411 | $167.6M | 6 | 2026-05-31 | → |
| 588 | MCDONNELL WEALTH MANAGEMENT, LLC | FRANKFORT | 164252 | $166.7M | 3 | 2026-02-28 | → |
| 589 | CAPITAL GAINS INC | NILES | 111717 | $166.6M | 3 | 2026-01-31 | → |
| 590 | MIDWAY WEALTH PARTNERS, LLC | ARLINGTON HEIGHTS | 323770 | $165.9M | 4 | 2025-05-31 | → |
| 591 | EXPRESSIVE WEALTH LLC | CHICAGO | 329974 | $165.2M | 10 | 2026-05-31 | → |
| 592 | PR WEALTH MANAGEMENT GROUP, INC. | EAST MOLINE | 173711 | $164.9M | 5 | 2026-03-31 | → |
| 593 | MARQUEE CAPITAL ADVISORS LLC | CHICAGO | 336708 | $162.7M | 21 | 2026-04-30 | → |
| 594 | SAVANT INVESTMENT ADVISERS, INC. | HOMEWOOD | 121794 | $162.5M | 3 | 2026-02-28 | → |
| 595 | HUNTINGTON MANAGEMENT, LLC | CHICAGO | 157431 | $161.1M | 7 | 2024-12-31 | → |
| 596 | STEWARD ADVISORS, LLC | CHICAGO | 156331 | $160.7M | 4 | 2026-03-31 | → |
| 597 | EDDIE PATEL, INC | CHICAGO | 148411 | $160.7M | 1 | 2026-02-28 | → |
| 598 | SCG ASSET MANAGEMENT LLC | NAPERVILLE | 311843 | $158.7M | 6 | 2026-03-31 | → |
| 599 | VALORAN CAPITAL MANAGEMENT, LLC | CHICAGO | 313634 | $157.8M | 3 | 2026-06-30 | → |
| 600 | AVOCET CAPITAL MANAGEMENT LLC | NORTHBROOK | 156261 | $157.8M | 2 | 2026-05-31 | → |
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