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RIA directory Rankings Fastest growing, 5 years Illinois
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 .