Ranking, Illinois
Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Illinois
As of October 2, 2026, Cetera Investment Advisers LLC ranked #1 in Illinois in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $93.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
| Rank | Firm | City | Increase |
|---|---|---|---|
| 1 | Cetera Investment Advisers LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Schaumburg | $93.0 billion |
| 2 | Hightower Advisors, LLC | Chicago | $33.8 billion |
| 3 | Savant Wealth Management | Rockford | $26.0 billion |
| 4 | Cresset Asset Management, LLC | Chicago | $8.6 billion |
| 5 | CIBC Private Wealth Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Chicago | $6.7 billion |
| 6 | William Blair & Company L.L.C. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Chicago | $6.0 billion |
| 7 | Iht Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Chicago | $3.4 billion |
| 8 | Vestgen Advisors, LLC | Chicago | $3.2 billion |
| 9 | Brookstone Capital Management LLC | Wheaton | $2.3 billion |
| 10 | BMO Family Office, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Chicago | $1.9 billion |
| 11 | Curi Capital, LLC | Chicago | $1.8 billion |
| 12 | The Mather Group, LLC | Chicago | $1.7 billion |
| 13 | Aaron Wealth Advisors | Chicago | $1.7 billion |
| 14 | Chicago Partners Investment Group LLC | Chicago | $1.5 billion |
| 15 | LaSalle St. Investment Advisors, L.L.C. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Elmhurst | $1.4 billion |
| 16 | Calamos Wealth Management LLC | Naperville | $1.4 billion |
| 17 | JMG Financial Group Ltd | Downers Grove | $1.1 billion |
| 18 | Altair Advisers, LLC | Chicago | $1.1 billion |
| 19 | Rothschild Wealth LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Oakbrook | $946.4 million |
| 20 | Choreo, LLC | Rockford | $906.4 million |
| 21 | Highpoint Planning Partners | Downers Grove | $784.0 million |
| 22 | Performance Wealth | Hinsdale | $705.5 million |
| 23 | Bankers Life Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Chicago | $543.4 million |
| 24 | Brownson, Rehmus & Foxworth, Inc. | Chicago | $517.2 million |
| 25 | Crescent Grove Advisors | Lake Forest | $507.8 million |
| 26 | Rothschild Investment Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Chicago | $481.3 million |
| 27 | Feldman, Ingardona & Co | Downers Grove | $476.6 million |
| 28 | Capstone Financial Advisors Inc | Downers Grove | $426.1 million |
| 29 | Pekin Hardy Strauss, Inc. | Chicago | $407.6 million |
| 30 | Keebeck Wealth Management | Chicago | $407.5 million |
| 31 | Ipi Wealth Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Decatur | $406.5 million |
| 32 | David Vaughan Investments, LLC | Peoria | $401.3 million |
| 33 | Urban Financial Advisory Corporation | Chicago | $389.7 million |
| 34 | Northern Trust Securities, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Chicago | $385.5 million |
| 35 | Cozad Asset Management Inc | Champaign | $381.9 million |
| 36 | Midwestern Securities Trading Co.,llc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | East Peoria | $357.6 million |
| 37 | Chicago Capital, LLC | Chicago | $345.8 million |
| 38 | Wavvest Wealth | Chicago | $339.1 million |
| 39 | Xxi Wealth, LLC | Chicago | $328.8 million |
| 40 | Chicago Oakbrook Financial Group | Oak Brook | $301.9 million |
| 41 | Stenger Family Office, LLC | Naperville | $301.6 million |
| 42 | Riverbend Capital Advisors, LLC | Chicago | $284.1 million |
| 43 | Pendulum Wealth Partners | Itasca | $282.8 million |
| 44 | Santa Barbara Management | Chicago | $271.0 million |
| 45 | Zuckerman Investment Group | Chicago | $267.2 million |
| 46 | Nadler Financial Group, Inc. | Deerfield | $265.9 million |
| 47 | Mwa Financial Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Rock Island | $263.1 million |
| 48 | Sikich Financial | Springfield | $260.3 million |
| 49 | Greenstone Belt Wealth Advisors, LLC | Chicago | $260.1 million |
| 50 | Tallwoods Partners, LLC | Chicago | $258.7 million |
| 51 | Arena Private Wealth | Chicago | $257.6 million |
| 52 | Creekmur Asset Management, LLC | Morton | $238.3 million |
| 53 | Burling Wealth Partners | Chicago | $236.7 million |
| 54 | Doyenne Wealth Advisors | Chicago | $232.8 million |
| 55 | Carsonallaria Wealth Management, Ltd. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Glen Carbon | $224.4 million |
| 56 | Harvest Investment Services, LLC | Oakbrook Terrace | $224.2 million |
| 57 | North Star Investment Management Corporation | Chicago | $221.8 million |
| 58 | Lucas Group Financial Advisors, LLC | Freeport | $219.4 million |
| 59 | Chesley, Taft & Associates, LLC | Chicago | $218.7 million |
| 60 | Keb Wealth Advisors | Springfield | $216.2 million |
| 61 | Trifecta Capital Advisors, LLC | Northbrook | $215.2 million |
| 62 | Archford Capital Strategies, LLC | Swansea | $210.1 million |
| 63 | Evergreen Wealth | Springfield | $209.8 million |
| 64 | SGL Financial, LLC | Buffalo Grove | $197.4 million |
| 65 | Lake Street | Chicago | $196.9 million |
| 66 | Vestor Capital, LLC | Chicago | $194.9 million |
| 67 | Clearwater Capital Partners | Hoffman Estates | $191.4 million |
| 68 | Latitude Advisors, LLC | Yorkville | $187.0 million |
| 69 | The Planning Center, Inc. | Moline | $185.0 million |
| 70 | Vertex Partners | Downers Grove | $184.0 million |
| 71 | Fourstar Wealth Advisors, LLC | Chicago | $179.8 million |
| 72 | Kai Wealth LLC | Chicago | $167.2 million |
| 73 | Riverpoint Wealth Management | Chicago | $158.4 million |
| 74 | Inspirion Wealth Advisors, LLC | Libertyville | $156.5 million |
| 75 | Mediqus Asset Advisors, Inc. | Chicago | $154.8 million |
| 76 | New Vernon Wealth Management LLC | Highland Park | $153.1 million |
| 77 | Romano Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Evanston | $151.3 million |
| 78 | Factor Wealth Management | Chicago | $150.9 million |
| 79 | Lantz Financial LLC | Naperville | $147.9 million |
| 80 | Total Clarity Wealth Management, Inc | St. Charles | $147.6 million |
| 81 | Meredith Wealth Planning | Maryville | $144.7 million |
| 82 | Wisdom Financial Services, L.L.C. | Geneseo | $143.8 million |
| 83 | Goldstone Financial Group, LLC | Oakbrook Terrace | $136.6 million |
| 84 | Parkside Investments, LLC | Deerfield | $136.0 million |
| 85 | Mowery & Schoenfeld Wealth Management, LLC | Lincolnshire | $135.2 million |
| 86 | Lester Financial Group, LLC | Champaign | $134.5 million |
| 87 | Horizon Wealth Management | La Grange | $131.3 million |
| 88 | Leelyn Smith, LLC | Geneva | $130.1 million |
| 89 | Coyle | Glenview | $127.3 million |
| 90 | Klaas Financial Asset Advisors, LLC. | Loves Park | $126.0 million |
| 91 | Fort Sheridan Advisors LLC | Highland Park | $125.9 million |
| 92 | Hedeker Wealth LLC | Lincolnshire | $125.0 million |
| 93 | Hendricks Wealth and Estate Management | Algonquin | $124.6 million |
| 94 | River Street Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Aurora | $124.3 million |
| 95 | Rai Wealth | Naperville | $122.2 million |
| 96 | Bcu Wealth Advisors, LLC | Vernon Hills | $118.6 million |
| 97 | Watershed Private Wealth | Oak Brook | $111.7 million |
| 98 | Dream Capital Advisors, LLC | Lincolnshire | $110.0 million |
| 99 | Moller Wealth Partners | Northfield | $105.5 million |
| 100 | CL Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Schaumburg | $104.8 million |
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms, nationally
- RIA market data for Illinois
- Largest wealth firms by assets under management, including broker-dealer firms in Illinois
- Fastest-growing wealth firms over one year, including broker-dealer firms in Illinois
- Fastest-growing wealth firms over three years, including broker-dealer firms in Illinois
- Fastest-growing wealth firms over five years, including broker-dealer firms in Illinois
- Wealth firms with the most clients, including broker-dealer firms in Illinois
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Illinois
- Wealth firms with the most accounts, including broker-dealer firms in Illinois
- Wealth firms with the most advisory staff, including broker-dealer firms in Illinois
- Wealth firms with the most high net worth clients, including broker-dealer firms in Illinois
- Wealth firms with the most CFP professionals, including broker-dealer firms in Illinois
- Newest wealth firms, including broker-dealer firms in Illinois
Biggest asset gains by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.