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AdvisorIQ

Ranking, Illinois

Independent RIAs with the fastest client growth over one year in Illinois

As of October 2, 2026, Lucas Group Financial Advisors, LLC ranked #1 in Illinois in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 155.4%, from a base of 168.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Lucas Group Financial Advisors, LLC Freeport 155.4% 168
2 Vestgen Advisors, LLC Chicago 141.1% 9,453
3 Quantum Capital Investments, Inc. River Forest 118.2% 176
4 Chesley, Taft & Associates, LLC Chicago 62.8% 390
5 Fra Wealth Management LLC O'Fallon 60.2% 568
6 Parkview Asset Management, Inc. Oakbrook Terrace 59.8% 112
7 Main Street Investment Advisors, LLC Northbrook 58.7% 109
8 American Community Wealth Management, LLC Crystal Lake 55.9% 331
9 Timothy Financial Counsel, Inc. Wheaton 52.6% 660
10 Savant Wealth Management Rockford 52.0% 15,925
11 Stenger Family Office, LLC Naperville 51.1% 589
12 RCM Wealth Advisors Chicago 45.4% 571
13 Fortis Portfolio Solutions, LLC Chicago 40.8% 196
14 Fourstar Wealth Advisors, LLC Chicago 36.8% 1,314
15 210 Financial Morton 35.6% 738
16 Phase III Advisory Services, Ltd Buffalo Grove 31.5% 371
17 Prism Planning Partners Libertyville 31.2% 125
18 PR Wealth Management Group East Moline 29.2% 356
19 Burling Wealth Partners Chicago 29.1% 196
20 Expressive Wealth LLC Chicago 26.0% 131
21 Calamos Wealth Management LLC Naperville 25.5% 3,434
22 Chicago Oakbrook Financial Group Oak Brook 24.1% 1,112
23 Sage Private Wealth Group, LLC Oakbrook Terrace 23.6% 390
24 Vertis Wealth, LLC Chicago 22.2% 689
25 Lake Street Chicago 19.7% 512
26 Kingsbury Capital Investment Advisors LLC Wilmette 19.6% 209
27 Hartline Investment Corporation Winnetka 18.2% 225
28 Capstone Financial Advisors Inc Downers Grove 18.2% 912
29 Bluestem Financial Advisors, LLC Savoy 17.2% 169
30 Creekmur Asset Management, LLC Morton 16.7% 1,630
31 Financial Elements, Inc Rolling Meadows 16.6% 145
32 Trifecta Capital Advisors, LLC Northbrook 16.1% 137
33 Rooted Wealth Advisors Bourbonnais 15.8% 1,428
34 Chicago Partners Investment Group LLC Chicago 15.6% 2,391
35 Performance Wealth Hinsdale 14.5% 832
36 Highpoint Planning Partners Downers Grove 14.5% 9,038
37 Arthur M. Cohen & Associates LLC Northbrook 13.7% 168
38 Hightower Advisors, LLC Chicago 13.6% 56,818
39 Lester Financial Group, LLC Champaign 13.5% 691
40 Watershed Private Wealth Oak Brook 13.4% 127
41 Clark Wealth Partners, LLC O'Fallon 13.2% 410
42 Klaas Financial Asset Advisors, LLC. Loves Park 12.9% 1,002
43 Benchmark Investment Advisors LLC Chicago 12.5% 112
44 Three Sixty Wealth Management, LLC Bloomington 12.0% 166
45 The Mather Group, LLC Chicago 12.0% 4,261
46 Meredith Wealth Planning Maryville 11.9% 202
47 Mowery & Schoenfeld Wealth Management, LLC Lincolnshire 11.8% 161
48 Graybill Wealth Management, Ltd. Elmhurst 11.6% 241
49 F5 Financial Planning, L.L.C. Naperville 11.3% 115
50 DHJJ Financial Advisors Naperville 11.2% 392
51 Powers Advisory Group, LLC Highland 11.0% 529
52 Chicago Capital, LLC Chicago 10.8% 756
53 Riverbend Capital Advisors, LLC Chicago 10.6% 216
54 Ark Advisors LLC Bloomington 10.4% 307
55 McDonnell Capital Management Frankfort 10.3% 146
56 Matrix Private Capital Group Chicago 9.9% 202
57 McLaughlin Asset Management, Inc. Danville 9.8% 102
58 Cresset Asset Management, LLC Chicago 9.5% 4,495
59 Wall Street Financial Group, Inc. Carlinville 9.5% 388
60 Millington Financial Advisors, LLC Naperville 9.4% 171
61 Access Softek Advisory Services Naperville 9.3% 2,038
62 Unique Wealth Strategies Burr Ridge 9.1% 364
63 O'Connor Financial Group LLC Quincy 8.9% 327
64 Tetley Investments, LLC Park Ridge 8.9% 158
65 Evergreen Wealth Springfield 8.5% 808
66 Midwest Financial Network, LLC Tinley Park 8.5% 201
67 Keb Wealth Advisors Springfield 8.4% 667
68 Fiduciary Financial Partners, LLC Naperville 8.4% 203
69 McCulley Financial Group, LLC Westchester 8.3% 156
70 Forum Financial Management, LP Lombard 8.3% 5,535
71 Harvest Investment Services, LLC Oakbrook Terrace 8.3% 1,393
72 Slagle Financial, LLC. Edwardsville 8.2% 1,395
73 Rai Wealth Naperville 8.1% 418
74 Barrett Wealth Connection LLC Spring Grove 8.0% 175
75 Cozad Asset Management Inc Champaign 8.0% 2,020
76 North Shore Private Asset Management, LLC Lake Forest 7.9% 202
77 Hendricks Wealth and Estate Management Algonquin 7.9% 852
78 Cyr Financial Inc. Hennepin 7.5% 439
79 Zimmerman Wealth Management, LLC Evanston 7.5% 213
80 Maynerich Financial Virden 7.4% 445
81 Bcu Wealth Advisors, LLC Vernon Hills 7.4% 850
82 Altair Advisers, LLC Chicago 7.4% 946
83 Hedeker Wealth LLC Lincolnshire 7.3% 246
84 Factor Wealth Management Chicago 7.2% 236
85 Vital Wealth Management, LLC Rosemont 7.1% 280
86 Prairieview Wealth & Tax Advisors Frankfort 7.1% 269
87 Strategic Investment Solutions, Inc. Orland Park 6.9% 2,520
88 Guardian Wealth Management Inc. Peoria 6.7% 178
89 Wisdom Financial Services, L.L.C. Geneseo 6.7% 1,423
90 Leslie Global Wealth, LLC Itasca 6.6% 361
91 JMG Financial Group Ltd Downers Grove 6.6% 1,808
92 Steward Advisors, LLC Chicago 6.6% 106
93 Urban Financial Advisory Corporation Chicago 6.6% 244
94 Goldstone Financial Group, LLC Oakbrook Terrace 6.5% 1,573
95 Keebeck Wealth Management Chicago 6.4% 141
96 Chicago Investment Advisory Group Mokena 6.2% 713
97 Latko Wealth Management, Ltd. Frankfort 6.2% 470
98 Curi Capital, LLC Chicago 6.1% 2,869
99 Brownson, Rehmus & Foxworth, Inc. Chicago 6.0% 251
100 Integral Financial Planning LLC Naperville 5.9% 102

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Client growth 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.