IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Illinois

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Illinois

As of October 2, 2026, Rothschild Wealth LLC ranked #1 in Illinois in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 254.6%, from a base of 1,031.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 Rothschild Wealth LLC Broker-dealer affiliated Oakbrook 254.6% 1,031
2 Lucas Group Financial Advisors, LLC Freeport 155.4% 168
3 Vestgen Advisors, LLC Chicago 141.1% 9,453
4 Chicago Capital Management Advisors, LLC Broker-dealer affiliated Lisle 121.1% 560
5 Quantum Capital Investments, Inc. River Forest 118.2% 176
6 Chesley, Taft & Associates, LLC Chicago 62.8% 390
7 Fra Wealth Management LLC O'Fallon 60.2% 568
8 Parkview Asset Management, Inc. Oakbrook Terrace 59.8% 112
9 Main Street Investment Advisors, LLC Northbrook 58.7% 109
10 American Community Wealth Management, LLC Crystal Lake 55.9% 331
11 Timothy Financial Counsel, Inc. Wheaton 52.6% 660
12 Savant Wealth Management Rockford 52.0% 15,925
13 Stenger Family Office, LLC Naperville 51.1% 589
14 RCM Wealth Advisors Chicago 45.4% 571
15 Uhlmann Investment Management, L.L.C. Broker-dealer affiliated Skokie 43.4% 318
16 Monere Wealth Management, Inc. Broker-dealer affiliated Schaumburg 42.9% 700
17 Fortis Portfolio Solutions, LLC Chicago 40.8% 196
18 Cetera Investment Advisers LLC Broker-dealer affiliated Schaumburg 38.5% 605,017
19 Fourstar Wealth Advisors, LLC Chicago 36.8% 1,314
20 210 Financial Morton 35.6% 738
21 Phase III Advisory Services, Ltd Buffalo Grove 31.5% 371
22 Prism Planning Partners Libertyville 31.2% 125
23 PR Wealth Management Group East Moline 29.2% 356
24 Burling Wealth Partners Chicago 29.1% 196
25 Expressive Wealth LLC Chicago 26.0% 131
26 Calamos Wealth Management LLC Naperville 25.5% 3,434
27 Chicago Oakbrook Financial Group Oak Brook 24.1% 1,112
28 Sage Private Wealth Group, LLC Oakbrook Terrace 23.6% 390
29 Ipi Wealth Management, Inc. Broker-dealer affiliated Decatur 23.3% 10,777
30 Vertis Wealth, LLC Chicago 22.2% 689
31 Quad City Investment Center Broker-dealer affiliated Moline 21.3% 615
32 Bankers Life Advisory Services, Inc. Broker-dealer affiliated Chicago 21.1% 11,822
33 Lake Street Chicago 19.7% 512
34 LaSalle St. Investment Advisors, L.L.C. Broker-dealer affiliated Elmhurst 19.6% 11,941
35 Kingsbury Capital Investment Advisors LLC Wilmette 19.6% 209
36 Rothschild Investment Broker-dealer affiliated Chicago 19.0% 1,047
37 Hartline Investment Corporation Winnetka 18.2% 225
38 Capstone Financial Advisors Inc Downers Grove 18.2% 912
39 Bluestem Financial Advisors, LLC Savoy 17.2% 169
40 Creekmur Asset Management, LLC Morton 16.7% 1,630
41 Financial Elements, Inc Rolling Meadows 16.6% 145
42 Trifecta Capital Advisors, LLC Northbrook 16.1% 137
43 Rooted Wealth Advisors Bourbonnais 15.8% 1,428
44 Chicago Partners Investment Group LLC Chicago 15.6% 2,391
45 Midwestern Securities Trading Co.,llc Broker-dealer affiliated East Peoria 14.7% 10,329
46 Performance Wealth Hinsdale 14.5% 832
47 Highpoint Planning Partners Downers Grove 14.5% 9,038
48 Arthur M. Cohen & Associates LLC Northbrook 13.7% 168
49 Hightower Advisors, LLC Chicago 13.6% 56,818
50 Lester Financial Group, LLC Champaign 13.5% 691
51 Watershed Private Wealth Oak Brook 13.4% 127
52 Clark Wealth Partners, LLC O'Fallon 13.2% 410
53 River Street Advisors, LLC Broker-dealer affiliated Aurora 13.1% 435
54 Klaas Financial Asset Advisors, LLC. Loves Park 12.9% 1,002
55 Benchmark Investment Advisors LLC Chicago 12.5% 112
56 Three Sixty Wealth Management, LLC Bloomington 12.0% 166
57 The Mather Group, LLC Chicago 12.0% 4,261
58 Meredith Wealth Planning Maryville 11.9% 202
59 Mowery & Schoenfeld Wealth Management, LLC Lincolnshire 11.8% 161
60 Graybill Wealth Management, Ltd. Elmhurst 11.6% 241
61 F5 Financial Planning, L.L.C. Naperville 11.3% 115
62 DHJJ Financial Advisors Naperville 11.2% 392
63 Powers Advisory Group, LLC Highland 11.0% 529
64 Chicago Capital, LLC Chicago 10.8% 756
65 Riverbend Capital Advisors, LLC Chicago 10.6% 216
66 Ark Advisors LLC Bloomington 10.4% 307
67 McDonnell Capital Management Frankfort 10.3% 146
68 Iht Wealth Management LLC Broker-dealer affiliated Chicago 10.3% 23,457
69 Matrix Private Capital Group Chicago 9.9% 202
70 McLaughlin Asset Management, Inc. Danville 9.8% 102
71 Cresset Asset Management, LLC Chicago 9.5% 4,495
72 Wall Street Financial Group, Inc. Carlinville 9.5% 388
73 PMG Wealth Management Broker-dealer affiliated Hawthorn Woods 9.4% 405
74 Millington Financial Advisors, LLC Naperville 9.4% 171
75 Access Softek Advisory Services Naperville 9.3% 2,038
76 Unique Wealth Strategies Burr Ridge 9.1% 364
77 O'Connor Financial Group LLC Quincy 8.9% 327
78 Tetley Investments, LLC Park Ridge 8.9% 158
79 Evergreen Wealth Springfield 8.5% 808
80 Midwest Financial Network, LLC Tinley Park 8.5% 201
81 Keb Wealth Advisors Springfield 8.4% 667
82 Fiduciary Financial Partners, LLC Naperville 8.4% 203
83 McCulley Financial Group, LLC Westchester 8.3% 156
84 Forum Financial Management, LP Lombard 8.3% 5,535
85 Harvest Investment Services, LLC Oakbrook Terrace 8.3% 1,393
86 Slagle Financial, LLC. Edwardsville 8.2% 1,395
87 Rai Wealth Naperville 8.1% 418
88 Barrett Wealth Connection LLC Spring Grove 8.0% 175
89 Cozad Asset Management Inc Champaign 8.0% 2,020
90 North Shore Private Asset Management, LLC Lake Forest 7.9% 202
91 Hendricks Wealth and Estate Management Algonquin 7.9% 852
92 James T. Borello & Co. Broker-dealer affiliated East Dundee 7.9% 649
93 Cyr Financial Inc. Hennepin 7.5% 439
94 Zimmerman Wealth Management, LLC Evanston 7.5% 213
95 Maynerich Financial Virden 7.4% 445
96 Bcu Wealth Advisors, LLC Vernon Hills 7.4% 850
97 Altair Advisers, LLC Chicago 7.4% 946
98 Hedeker Wealth LLC Lincolnshire 7.3% 246
99 Factor Wealth Management Chicago 7.2% 236
100 Vital Wealth Management, LLC Rosemont 7.1% 280

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.