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

For asset managers
AdvisorIQ

Ranking, Illinois

Fastest-growing wealth firms over three years, including broker-dealer firms in Illinois

As of October 2, 2026, Cetera Investment Advisers LLC ranked #1 in Illinois in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 97.5%, from a base of $33.4 billion.

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

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.

Rank Firm City Growth Starting value
1 Cetera Investment Advisers LLC Broker-dealer affiliated Schaumburg 97.5% $33.4 billion
2 Mwa Financial Services, Inc. Broker-dealer affiliated Rock Island 67.7% $135.6 million
3 Stenger Family Office, LLC Naperville 59.5% $181.2 million
4 Creekmur Asset Management, LLC Morton 47.2% $250.8 million
5 Lester Financial Group, LLC Champaign 44.0% $133.4 million
6 Harvest Investment Services, LLC Oakbrook Terrace 43.9% $254.3 million
7 Savant Wealth Management Rockford 43.8% $18.7 billion
8 Mowery & Schoenfeld Wealth Management, LLC Lincolnshire 42.2% $182.2 million
9 Rothschild Wealth LLC Broker-dealer affiliated Oakbrook 41.0% $605.9 million
10 Meredith Wealth Planning Maryville 40.3% $173.5 million
11 Aaron Wealth Advisors Chicago 39.2% $1.6 billion
12 Vantage Point Financial, LLC Lisle 38.7% $181.8 million
13 River Street Advisors, LLC Broker-dealer affiliated Aurora 38.1% $204.6 million
14 Monere Wealth Management, Inc. Broker-dealer affiliated Schaumburg 36.8% $122.0 million
15 Fort Sheridan Advisors LLC Highland Park 36.2% $409.8 million
16 The Dala Group, LLC Hoffman Estates 36.1% $105.1 million
17 Rooted Wealth Advisors Bourbonnais 35.8% $163.3 million
18 Wellment Financial Elmhurst 35.6% $125.4 million
19 Goldstone Financial Group, LLC Oakbrook Terrace 35.2% $426.9 million
20 SGL Financial, LLC Buffalo Grove 35.1% $168.8 million
21 Bentley Financial Group Downers Grove 34.6% $161.0 million
22 Sikich Financial Springfield 34.4% $486.4 million
23 Tallwoods Partners, LLC Chicago 32.9% $242.5 million
24 Millington Financial Advisors, LLC Naperville 32.0% $126.6 million
25 Total Clarity Wealth Management, Inc St. Charles 31.9% $329.1 million
26 Carsonallaria Wealth Management, Ltd. Broker-dealer affiliated Glen Carbon 31.9% $345.3 million
27 Trifecta Capital Advisors, LLC Northbrook 31.6% $407.3 million
28 Evansbrook Capital Management Bolingbrook 31.2% $100.0 million
29 Iht Wealth Management LLC Broker-dealer affiliated Chicago 30.9% $4.4 billion
30 Watershed Private Wealth Oak Brook 30.6% $185.8 million
31 Bankers Life Advisory Services, Inc. Broker-dealer affiliated Chicago 30.3% $1.1 billion
32 Rai Wealth Naperville 29.9% $242.3 million
33 Performance Wealth Hinsdale 29.1% $1.9 billion
34 Chicago Capital, LLC Chicago 28.8% $2.3 billion
35 LaSalle St. Investment Advisors, L.L.C. Broker-dealer affiliated Elmhurst 28.2% $2.7 billion
36 Vertex Partners Downers Grove 28.1% $481.1 million
37 Unique Wealth Strategies Burr Ridge 28.1% $181.6 million
38 Fourstar Wealth Advisors, LLC Chicago 28.0% $677.1 million
39 Fountainhead Financial, LLC Chicago 27.1% $264.3 million
40 Chicago Partners Investment Group LLC Chicago 27.0% $3.6 billion
41 Mindful Wealth LLC Glencoe 26.8% $110.6 million
42 Powers Advisory Group, LLC Highland 26.5% $163.0 million
43 Parkview Asset Management, Inc. Oakbrook Terrace 26.2% $102.6 million
44 Northern Trust Securities, Inc Broker-dealer affiliated Chicago 26.1% $829.5 million
45 Studio Investment Management Chicago 25.4% $457.9 million
46 Midwestern Securities Trading Co.,llc Broker-dealer affiliated East Peoria 25.2% $1.0 billion
47 Model Wealth Wheaton 25.1% $162.5 million
48 Hendricks Wealth and Estate Management Algonquin 25.1% $274.0 million
49 Cresset Asset Management, LLC Chicago 24.7% $40.7 billion
50 MWS Capital Consultants LLC Chicago 23.8% $102.0 million
51 Leslie Global Wealth, LLC Itasca 23.8% $235.8 million
52 Hightower Advisors, LLC Chicago 23.6% $105.2 billion
53 Hartline Investment Corporation Winnetka 23.5% $497.2 million
54 Costello Financial Planning, Inc. Arlington Heights 23.4% $115.7 million
55 Hedeker Wealth LLC Lincolnshire 23.3% $317.6 million
56 Highpoint Planning Partners Downers Grove 23.0% $2.6 billion
57 Horizon Family Wealth, Inc. Chicago 22.9% $150.2 million
58 Patrick M. Sweeney & Associates, Inc Libertyville 22.5% $137.4 million
59 Riverbend Capital Advisors, LLC Chicago 22.4% $601.8 million
60 Leelyn Smith, LLC Geneva 22.3% $466.1 million
61 Curi Capital, LLC Chicago 22.0% $6.4 billion
62 New Vernon Wealth Management LLC Highland Park 21.9% $430.8 million
63 Archford Capital Strategies, LLC Swansea 21.9% $821.5 million
64 Factor Wealth Management Chicago 21.7% $433.7 million
65 103 Advisory Group Chicago 21.4% $143.7 million
66 Fiduciary Financial Partners, LLC Naperville 21.2% $164.6 million
67 Calamos Wealth Management LLC Naperville 21.0% $3.1 billion
68 Evergreen Wealth Springfield 21.0% $665.9 million
69 Oak Wealth Advisors LLC Northbrook 20.9% $211.2 million
70 Centric Wealth Management, LLC Chicago 20.9% $448.5 million
71 Clark Wealth Partners, LLC O'Fallon 20.5% $148.5 million
72 Sterling Wealth Management, Inc. Champaign 20.5% $283.0 million
73 Latko Wealth Management, Ltd. Frankfort 20.4% $187.5 million
74 O'Connor Financial Group LLC Quincy 20.3% $158.1 million
75 Prism Planning Partners Libertyville 20.2% $139.0 million
76 BMO Family Office, LLC Broker-dealer affiliated Chicago 20.2% $5.8 billion
77 Zuckerman Investment Group Chicago 19.8% $1.3 billion
78 Woodfield Financial Advisors, Inc. Deer Park 19.8% $133.9 million
79 The Invictus Collective, LLC Park Ridge 19.8% $277.1 million
80 Rothschild Investment Broker-dealer affiliated Chicago 19.6% $1.6 billion
81 Slagle Financial, LLC. Edwardsville 19.5% $241.2 million
82 Ergawealth Advisors, Inc. Oak Brook 19.4% $200.6 million
83 Lantz Financial LLC Naperville 19.3% $585.5 million
84 Brookstone Capital Management LLC Wheaton 19.3% $7.5 billion
85 Cambridge Capital Management, LLC O'Fallon 19.2% $270.1 million
86 Kuhn & Company Investment Counsel, LLC Chicago 19.0% $108.5 million
87 Pekin Hardy Strauss, Inc. Chicago 18.9% $922.5 million
88 Journey Financial Group, Inc. Buffalo Grove 18.6% $201.6 million
89 Uhlmann Investment Management, L.L.C. Broker-dealer affiliated Skokie 18.6% $163.8 million
90 JMG Financial Group Ltd Downers Grove 18.6% $4.5 billion
91 Nadler Financial Group, Inc. Deerfield 18.4% $1.3 billion
92 Virtue Asset Management LLC Barrington 18.4% $127.5 million
93 Riverpoint Wealth Management Chicago 18.3% $547.0 million
94 Essex LLC Deer Park 18.3% $392.4 million
95 Bcu Wealth Advisors, LLC Vernon Hills 18.3% $395.0 million
96 V2 Financial Group, LLC Naperville 18.2% $212.5 million
97 Chicago Investment Advisory Council, Inc. St. Charles 18.0% $140.0 million
98 Graybill Wealth Management, Ltd. Elmhurst 18.0% $320.1 million
99 Arlington Wealth Management Arlington Heights 17.9% $143.8 million
100 North Shore Private Asset Management, LLC Lake Forest 17.9% $349.5 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.