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AdvisorIQ

Ranking, Illinois

Fastest-growing wealth firms over five 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 five years, including broker-dealer firms, with 55.4%, from a base of $28.3 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 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.

Rank Firm City Growth Starting value
1 Cetera Investment Advisers LLC Broker-dealer affiliated Schaumburg 55.4% $28.3 billion
2 Aaron Wealth Advisors Chicago 46.6% $634.2 million
3 Cresset Asset Management, LLC Chicago 41.4% $14.0 billion
4 Savant Wealth Management Rockford 40.1% $10.3 billion
5 Evergreen Wealth Springfield 34.9% $263.9 million
6 The Invictus Collective, LLC Park Ridge 34.0% $110.1 million
7 Goldstone Financial Group, LLC Oakbrook Terrace 33.3% $250.2 million
8 Creekmur Asset Management, LLC Morton 32.3% $197.4 million
9 Meredith Wealth Planning Maryville 31.5% $121.6 million
10 River Street Advisors, LLC Broker-dealer affiliated Aurora 30.5% $142.3 million
11 Brookstone Capital Management LLC Wheaton 29.2% $3.5 billion
12 Highview Capital Management, LLC Buffalo Grove 28.0% $121.1 million
13 Fort Sheridan Advisors LLC Highland Park 27.9% $302.0 million
14 Rothschild Wealth LLC Broker-dealer affiliated Oakbrook 27.1% $511.4 million
15 Total Clarity Wealth Management, Inc St. Charles 26.1% $237.0 million
16 Riverbend Capital Advisors, LLC Chicago 25.8% $350.4 million
17 Bankers Life Advisory Services, Inc. Broker-dealer affiliated Chicago 25.8% $790.7 million
18 Carsonallaria Wealth Management, Ltd. Broker-dealer affiliated Glen Carbon 25.4% $255.1 million
19 Rooted Wealth Advisors Bourbonnais 25.2% $133.0 million
20 Bentley Financial Group Downers Grove 24.7% $130.0 million
21 Fourstar Wealth Advisors, LLC Chicago 23.8% $487.8 million
22 SGL Financial, LLC Buffalo Grove 23.8% $143.2 million
23 Harvest Investment Services, LLC Oakbrook Terrace 23.4% $265.6 million
24 Latitude Advisors, LLC Yorkville 23.2% $199.9 million
25 Iht Wealth Management LLC Broker-dealer affiliated Chicago 22.6% $3.5 billion
26 LaSalle St. Investment Advisors, L.L.C. Broker-dealer affiliated Elmhurst 21.9% $2.1 billion
27 Wellment Financial Elmhurst 21.9% $116.1 million
28 Slagle Financial, LLC. Edwardsville 21.8% $153.4 million
29 Northern Trust Securities, Inc Broker-dealer affiliated Chicago 21.8% $619.7 million
30 Sikich Financial Springfield 21.8% $440.4 million
31 Hightower Advisors, LLC Chicago 21.7% $74.5 billion
32 Oak Wealth Advisors LLC Northbrook 21.3% $142.0 million
33 Powers Advisory Group, LLC Highland 21.2% $126.2 million
34 Tallwoods Partners, LLC Chicago 21.2% $218.2 million
35 Choreo, LLC Rockford 20.7% $7.5 billion
36 Chicago Partners Investment Group LLC Chicago 20.3% $3.0 billion
37 The Mather Group, LLC Chicago 19.1% $5.6 billion
38 Midwestern Securities Trading Co.,llc Broker-dealer affiliated East Peoria 18.9% $834.0 million
39 Model Wealth Wheaton 18.4% $136.7 million
40 James T. Borello & Co. Broker-dealer affiliated East Dundee 18.4% $221.2 million
41 Sterling Wealth Management, Inc. Champaign 17.9% $216.9 million
42 Lake Street Chicago 17.8% $509.8 million
43 Ipi Wealth Management, Inc. Broker-dealer affiliated Decatur 17.0% $1.2 billion
44 Fiduciary Financial Partners, LLC Naperville 16.6% $136.2 million
45 Bcu Wealth Advisors, LLC Vernon Hills 16.3% $307.2 million
46 Factor Wealth Management Chicago 16.1% $369.5 million
47 Calamos Wealth Management LLC Naperville 16.0% $2.6 billion
48 Chicago Wealth Management, Inc. Chicago 15.9% $175.0 million
49 Zuckerman Investment Group Chicago 15.6% $1.0 billion
50 Studio Investment Management Chicago 15.6% $437.9 million
51 Costello Financial Planning, Inc. Arlington Heights 15.4% $106.2 million
52 Latko Wealth Management, Ltd. Frankfort 15.4% $160.1 million
53 Arlington Wealth Management Arlington Heights 15.1% $117.0 million
54 Hendricks Wealth and Estate Management Algonquin 15.0% $267.0 million
55 Oak Family Advisors, LLC Chicago 14.9% $310.4 million
56 Leslie Global Wealth, LLC Itasca 14.8% $224.6 million
57 Cogent Strategic Wealth LLC Chicago 14.7% $169.6 million
58 Chicago Investment Advisory Group Mokena 14.6% $138.9 million
59 JMG Financial Group Ltd Downers Grove 14.6% $3.8 billion
60 Centric Wealth Management, LLC Chicago 14.3% $406.3 million
61 Fountainhead Financial, LLC Chicago 14.1% $280.3 million
62 RCM Wealth Advisors Chicago 14.0% $202.0 million
63 Leelyn Smith, LLC Geneva 13.7% $448.4 million
64 Nadler Financial Group, Inc. Deerfield 13.5% $1.2 billion
65 Cambridge Capital Management, LLC O'Fallon 13.4% $243.8 million
66 Lantz Financial LLC Naperville 13.3% $532.4 million
67 BMO Family Office, LLC Broker-dealer affiliated Chicago 13.2% $5.4 billion
68 Guardian Wealth Management Inc. Peoria 13.1% $156.4 million
69 Patrick M. Sweeney & Associates, Inc Libertyville 13.1% $136.7 million
70 Arete Wealth Advisors, LLC Broker-dealer affiliated Chicago 13.0% $1.5 billion
71 Hedeker Wealth LLC Lincolnshire 13.0% $322.8 million
72 Carter Financial Group, Inc. Barrington 13.0% $207.8 million
73 Archford Capital Strategies, LLC Swansea 12.9% $810.3 million
74 Three Sixty Wealth Management, LLC Bloomington 12.6% $105.0 million
75 Parkside Investments, LLC Deerfield 12.5% $796.2 million
76 Chicago Capital, LLC Chicago 12.5% $2.7 billion
77 Western Pacific Wealth Management, LP Lake Forest 12.4% $114.4 million
78 Stonebridge Wealth Management LLC Oak Brook 12.3% $158.3 million
79 New Vernon Wealth Management LLC Highland Park 12.2% $439.1 million
80 Performance Wealth Hinsdale 12.2% $2.3 billion
81 Pekin Hardy Strauss, Inc. Chicago 12.2% $872.9 million
82 Kenora Financial, LLC Des Plaines 12.2% $177.8 million
83 Wisdom Financial Services, L.L.C. Geneseo 12.1% $440.0 million
84 Forest Asset Management LLC Riverside 12.1% $130.5 million
85 Keb Wealth Advisors Springfield 12.0% $722.0 million
86 Inspirion Wealth Advisors, LLC Libertyville 12.0% $791.4 million
87 Via IV Investments, LLC Burr Ridge 11.8% $126.8 million
88 Pinnacle Financial Group LLC Western Springs 11.8% $385.8 million
89 Holder Wealth Management Champaign 11.7% $163.2 million
90 North Shore Private Asset Management, LLC Lake Forest 11.7% $329.1 million
91 Shankervalleau Wealth Advisors, Inc. Skokie 11.6% $372.7 million
92 Uhlmann Investment Management, L.L.C. Broker-dealer affiliated Skokie 11.6% $157.9 million
93 Klaas Financial Asset Advisors, LLC. Loves Park 11.6% $438.1 million
94 Skinner, Copper & Ehmen Wealth Management, LLC Springfield 11.5% $410.3 million
95 V2 Financial Group, LLC Naperville 11.3% $205.4 million
96 Windrock Wealth Management Naperville 11.1% $214.2 million
97 Mentor Capital Management Inc. Chicago 11.1% $133.6 million
98 Woodfield Financial Advisors, Inc. Deer Park 11.1% $136.0 million
99 Rothschild Investment Broker-dealer affiliated Chicago 11.0% $1.7 billion
100 Walled Lake Planning & Wealth Management, LLC Highland Park 10.9% $435.8 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.