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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.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Illinois
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.

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Biggest asset gains by state

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.