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For asset managers

Ranking, Illinois

Fastest-growing independent RIAs over three years in Illinois

As of October 2, 2026, Stenger Family Office, LLC ranked #1 in Illinois in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 59.5%, from a base of $181.2 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over three years in Illinois
Rank Firm City Growth Starting value
1 Stenger Family Office, LLC Naperville 59.5% $181.2 million
2 Creekmur Asset Management, LLC Morton 47.2% $250.8 million
3 Lester Financial Group, LLC Champaign 44.0% $133.4 million
4 Harvest Investment Services, LLC Oakbrook Terrace 43.9% $254.3 million
5 Savant Wealth Management Rockford 43.8% $18.7 billion
6 Mowery & Schoenfeld Wealth Management, LLC Lincolnshire 42.2% $182.2 million
7 Meredith Wealth Planning Maryville 40.3% $173.5 million
8 Aaron Wealth Advisors Chicago 39.2% $1.6 billion
9 Vantage Point Financial, LLC Lisle 38.7% $181.8 million
10 Fort Sheridan Advisors LLC Highland Park 36.2% $409.8 million
11 The Dala Group, LLC Hoffman Estates 36.1% $105.1 million
12 Rooted Wealth Advisors Bourbonnais 35.8% $163.3 million
13 Wellment Financial Elmhurst 35.6% $125.4 million
14 Goldstone Financial Group, LLC Oakbrook Terrace 35.2% $426.9 million
15 SGL Financial, LLC Buffalo Grove 35.1% $168.8 million
16 Bentley Financial Group Downers Grove 34.6% $161.0 million
17 Sikich Financial Springfield 34.4% $486.4 million
18 Tallwoods Partners, LLC Chicago 32.9% $242.5 million
19 Millington Financial Advisors, LLC Naperville 32.0% $126.6 million
20 Total Clarity Wealth Management, Inc St. Charles 31.9% $329.1 million
21 Trifecta Capital Advisors, LLC Northbrook 31.6% $407.3 million
22 Evansbrook Capital Management Bolingbrook 31.2% $100.0 million
23 Watershed Private Wealth Oak Brook 30.6% $185.8 million
24 Rai Wealth Naperville 29.9% $242.3 million
25 Performance Wealth Hinsdale 29.1% $1.9 billion
26 Chicago Capital, LLC Chicago 28.8% $2.3 billion
27 Vertex Partners Downers Grove 28.1% $481.1 million
28 Unique Wealth Strategies Burr Ridge 28.1% $181.6 million
29 Fourstar Wealth Advisors, LLC Chicago 28.0% $677.1 million
30 Fountainhead Financial, LLC Chicago 27.1% $264.3 million
31 Chicago Partners Investment Group LLC Chicago 27.0% $3.6 billion
32 Mindful Wealth LLC Glencoe 26.8% $110.6 million
33 Powers Advisory Group, LLC Highland 26.5% $163.0 million
34 Parkview Asset Management, Inc. Oakbrook Terrace 26.2% $102.6 million
35 Studio Investment Management Chicago 25.4% $457.9 million
36 Model Wealth Wheaton 25.1% $162.5 million
37 Hendricks Wealth and Estate Management Algonquin 25.1% $274.0 million
38 Cresset Asset Management, LLC Chicago 24.7% $40.7 billion
39 MWS Capital Consultants LLC Chicago 23.8% $102.0 million
40 Leslie Global Wealth, LLC Itasca 23.8% $235.8 million
41 Hightower Advisors, LLC Chicago 23.6% $105.2 billion
42 Hartline Investment Corporation Winnetka 23.5% $497.2 million
43 Costello Financial Planning, Inc. Arlington Heights 23.4% $115.7 million
44 Hedeker Wealth LLC Lincolnshire 23.3% $317.6 million
45 Highpoint Planning Partners Downers Grove 23.0% $2.6 billion
46 Horizon Family Wealth, Inc. Chicago 22.9% $150.2 million
47 Patrick M. Sweeney & Associates, Inc Libertyville 22.5% $137.4 million
48 Riverbend Capital Advisors, LLC Chicago 22.4% $601.8 million
49 Leelyn Smith, LLC Geneva 22.3% $466.1 million
50 Curi Capital, LLC Chicago 22.0% $6.4 billion
51 New Vernon Wealth Management LLC Highland Park 21.9% $430.8 million
52 Archford Capital Strategies, LLC Swansea 21.9% $821.5 million
53 Factor Wealth Management Chicago 21.7% $433.7 million
54 103 Advisory Group Chicago 21.4% $143.7 million
55 Fiduciary Financial Partners, LLC Naperville 21.2% $164.6 million
56 Calamos Wealth Management LLC Naperville 21.0% $3.1 billion
57 Evergreen Wealth Springfield 21.0% $665.9 million
58 Oak Wealth Advisors LLC Northbrook 20.9% $211.2 million
59 Centric Wealth Management, LLC Chicago 20.9% $448.5 million
60 Clark Wealth Partners, LLC O'Fallon 20.5% $148.5 million
61 Sterling Wealth Management, Inc. Champaign 20.5% $283.0 million
62 Latko Wealth Management, Ltd. Frankfort 20.4% $187.5 million
63 O'Connor Financial Group LLC Quincy 20.3% $158.1 million
64 Prism Planning Partners Libertyville 20.2% $139.0 million
65 Zuckerman Investment Group Chicago 19.8% $1.3 billion
66 Woodfield Financial Advisors, Inc. Deer Park 19.8% $133.9 million
67 The Invictus Collective, LLC Park Ridge 19.8% $277.1 million
68 Slagle Financial, LLC. Edwardsville 19.5% $241.2 million
69 Ergawealth Advisors, Inc. Oak Brook 19.4% $200.6 million
70 Lantz Financial LLC Naperville 19.3% $585.5 million
71 Brookstone Capital Management LLC Wheaton 19.3% $7.5 billion
72 Cambridge Capital Management, LLC O'Fallon 19.2% $270.1 million
73 Kuhn & Company Investment Counsel, LLC Chicago 19.0% $108.5 million
74 Pekin Hardy Strauss, Inc. Chicago 18.9% $922.5 million
75 Journey Financial Group, Inc. Buffalo Grove 18.6% $201.6 million
76 JMG Financial Group Ltd Downers Grove 18.6% $4.5 billion
77 Nadler Financial Group, Inc. Deerfield 18.4% $1.3 billion
78 Virtue Asset Management LLC Barrington 18.4% $127.5 million
79 Riverpoint Wealth Management Chicago 18.3% $547.0 million
80 Essex LLC Deer Park 18.3% $392.4 million
81 Bcu Wealth Advisors, LLC Vernon Hills 18.3% $395.0 million
82 V2 Financial Group, LLC Naperville 18.2% $212.5 million
83 Chicago Investment Advisory Council, Inc. St. Charles 18.0% $140.0 million
84 Graybill Wealth Management, Ltd. Elmhurst 18.0% $320.1 million
85 Arlington Wealth Management Arlington Heights 17.9% $143.8 million
86 North Shore Private Asset Management, LLC Lake Forest 17.9% $349.5 million
87 Carter Financial Group, Inc. Barrington 17.9% $233.3 million
88 Chicago Investment Advisory Group Mokena 17.8% $168.4 million
89 Latitude Advisors, LLC Yorkville 17.6% $348.6 million
90 Altair Advisers, LLC Chicago 17.5% $6.0 billion
91 Liberty Asset Management, Inc. Woodridge 17.2% $107.4 million
92 Left Brain Wealth Management, LLC Naperville 17.1% $212.2 million
93 Cozad Asset Management Inc Champaign 17.0% $1.6 billion
94 Clearwater Capital Partners Hoffman Estates 16.9% $1.1 billion
95 Pinnacle Financial Group LLC Western Springs 16.9% $421.5 million
96 Cogent Strategic Wealth LLC Chicago 16.8% $210.6 million
97 Keb Wealth Advisors Springfield 16.8% $799.3 million
98 RCM Wealth Advisors Chicago 16.8% $244.0 million
99 4WEALTH Advisors, Inc. Burr Ridge 16.6% $173.5 million
100 Three Sixty Wealth Management, LLC Bloomington 16.6% $119.9 million

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

More rankings

Fastest growing, 3 years 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.