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Ranking, Illinois

Fastest-growing independent RIAs over five years in Illinois

As of October 2, 2026, Aaron Wealth Advisors ranked #1 in Illinois in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 46.6%, from a base of $634.2 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 five years in Illinois
Rank Firm City Growth Starting value
1 Aaron Wealth Advisors Chicago 46.6% $634.2 million
2 Cresset Asset Management, LLC Chicago 41.4% $14.0 billion
3 Savant Wealth Management Rockford 40.1% $10.3 billion
4 Evergreen Wealth Springfield 34.9% $263.9 million
5 The Invictus Collective, LLC Park Ridge 34.0% $110.1 million
6 Goldstone Financial Group, LLC Oakbrook Terrace 33.3% $250.2 million
7 Creekmur Asset Management, LLC Morton 32.3% $197.4 million
8 Meredith Wealth Planning Maryville 31.5% $121.6 million
9 Brookstone Capital Management LLC Wheaton 29.2% $3.5 billion
10 Highview Capital Management, LLC Buffalo Grove 28.0% $121.1 million
11 Fort Sheridan Advisors LLC Highland Park 27.9% $302.0 million
12 Total Clarity Wealth Management, Inc St. Charles 26.1% $237.0 million
13 Riverbend Capital Advisors, LLC Chicago 25.8% $350.4 million
14 Rooted Wealth Advisors Bourbonnais 25.2% $133.0 million
15 Bentley Financial Group Downers Grove 24.7% $130.0 million
16 Fourstar Wealth Advisors, LLC Chicago 23.8% $487.8 million
17 SGL Financial, LLC Buffalo Grove 23.8% $143.2 million
18 Harvest Investment Services, LLC Oakbrook Terrace 23.4% $265.6 million
19 Latitude Advisors, LLC Yorkville 23.2% $199.9 million
20 Wellment Financial Elmhurst 21.9% $116.1 million
21 Slagle Financial, LLC. Edwardsville 21.8% $153.4 million
22 Sikich Financial Springfield 21.8% $440.4 million
23 Hightower Advisors, LLC Chicago 21.7% $74.5 billion
24 Oak Wealth Advisors LLC Northbrook 21.3% $142.0 million
25 Powers Advisory Group, LLC Highland 21.2% $126.2 million
26 Tallwoods Partners, LLC Chicago 21.2% $218.2 million
27 Choreo, LLC Rockford 20.7% $7.5 billion
28 Chicago Partners Investment Group LLC Chicago 20.3% $3.0 billion
29 The Mather Group, LLC Chicago 19.1% $5.6 billion
30 Model Wealth Wheaton 18.4% $136.7 million
31 Sterling Wealth Management, Inc. Champaign 17.9% $216.9 million
32 Lake Street Chicago 17.8% $509.8 million
33 Fiduciary Financial Partners, LLC Naperville 16.6% $136.2 million
34 Bcu Wealth Advisors, LLC Vernon Hills 16.3% $307.2 million
35 Factor Wealth Management Chicago 16.1% $369.5 million
36 Calamos Wealth Management LLC Naperville 16.0% $2.6 billion
37 Chicago Wealth Management, Inc. Chicago 15.9% $175.0 million
38 Zuckerman Investment Group Chicago 15.6% $1.0 billion
39 Studio Investment Management Chicago 15.6% $437.9 million
40 Costello Financial Planning, Inc. Arlington Heights 15.4% $106.2 million
41 Latko Wealth Management, Ltd. Frankfort 15.4% $160.1 million
42 Arlington Wealth Management Arlington Heights 15.1% $117.0 million
43 Hendricks Wealth and Estate Management Algonquin 15.0% $267.0 million
44 Oak Family Advisors, LLC Chicago 14.9% $310.4 million
45 Leslie Global Wealth, LLC Itasca 14.8% $224.6 million
46 Cogent Strategic Wealth LLC Chicago 14.7% $169.6 million
47 Chicago Investment Advisory Group Mokena 14.6% $138.9 million
48 JMG Financial Group Ltd Downers Grove 14.6% $3.8 billion
49 Centric Wealth Management, LLC Chicago 14.3% $406.3 million
50 Fountainhead Financial, LLC Chicago 14.1% $280.3 million
51 RCM Wealth Advisors Chicago 14.0% $202.0 million
52 Leelyn Smith, LLC Geneva 13.7% $448.4 million
53 Nadler Financial Group, Inc. Deerfield 13.5% $1.2 billion
54 Cambridge Capital Management, LLC O'Fallon 13.4% $243.8 million
55 Lantz Financial LLC Naperville 13.3% $532.4 million
56 Guardian Wealth Management Inc. Peoria 13.1% $156.4 million
57 Patrick M. Sweeney & Associates, Inc Libertyville 13.1% $136.7 million
58 Hedeker Wealth LLC Lincolnshire 13.0% $322.8 million
59 Carter Financial Group, Inc. Barrington 13.0% $207.8 million
60 Archford Capital Strategies, LLC Swansea 12.9% $810.3 million
61 Three Sixty Wealth Management, LLC Bloomington 12.6% $105.0 million
62 Parkside Investments, LLC Deerfield 12.5% $796.2 million
63 Chicago Capital, LLC Chicago 12.5% $2.7 billion
64 Western Pacific Wealth Management, LP Lake Forest 12.4% $114.4 million
65 Stonebridge Wealth Management LLC Oak Brook 12.3% $158.3 million
66 New Vernon Wealth Management LLC Highland Park 12.2% $439.1 million
67 Performance Wealth Hinsdale 12.2% $2.3 billion
68 Pekin Hardy Strauss, Inc. Chicago 12.2% $872.9 million
69 Kenora Financial, LLC Des Plaines 12.2% $177.8 million
70 Wisdom Financial Services, L.L.C. Geneseo 12.1% $440.0 million
71 Forest Asset Management LLC Riverside 12.1% $130.5 million
72 Keb Wealth Advisors Springfield 12.0% $722.0 million
73 Inspirion Wealth Advisors, LLC Libertyville 12.0% $791.4 million
74 Via IV Investments, LLC Burr Ridge 11.8% $126.8 million
75 Pinnacle Financial Group LLC Western Springs 11.8% $385.8 million
76 Holder Wealth Management Champaign 11.7% $163.2 million
77 North Shore Private Asset Management, LLC Lake Forest 11.7% $329.1 million
78 Shankervalleau Wealth Advisors, Inc. Skokie 11.6% $372.7 million
79 Klaas Financial Asset Advisors, LLC. Loves Park 11.6% $438.1 million
80 Skinner, Copper & Ehmen Wealth Management, LLC Springfield 11.5% $410.3 million
81 V2 Financial Group, LLC Naperville 11.3% $205.4 million
82 Windrock Wealth Management Naperville 11.1% $214.2 million
83 Mentor Capital Management Inc. Chicago 11.1% $133.6 million
84 Woodfield Financial Advisors, Inc. Deer Park 11.1% $136.0 million
85 Walled Lake Planning & Wealth Management, LLC Highland Park 10.9% $435.8 million
86 Clearwater Capital Partners Hoffman Estates 10.8% $1.0 billion
87 Phase III Advisory Services, Ltd Buffalo Grove 10.8% $126.3 million
88 Hemsley Advisors, Ltd. Chicago 10.8% $382.9 million
89 4WEALTH Advisors, Inc. Burr Ridge 10.6% $166.0 million
90 David Vaughan Investments, LLC Peoria 10.6% $3.2 billion
91 F5 Financial Planning, L.L.C. Naperville 10.6% $102.1 million
92 Journey Financial Group, Inc. Buffalo Grove 10.4% $205.0 million
93 Moller Wealth Partners Northfield 10.3% $462.5 million
94 Vestor Capital, LLC Chicago 10.3% $1.4 billion
95 Providence Wealth Advisors, LLC Frankfort 10.3% $420.0 million
96 The Planning Center, Inc. Moline 10.2% $843.0 million
97 Cozad Asset Management Inc Champaign 10.2% $1.6 billion
98 PR Wealth Management Group East Moline 10.1% $101.7 million
99 Altair Advisers, LLC Chicago 10.1% $6.0 billion
100 Ruedi Wealth Management, Inc. Champaign 10.1% $307.4 million

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

More rankings

Fastest growing, 5 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.