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For asset managers
AdvisorIQ

Ranking, Illinois

Fastest-growing independent RIAs over one year in Illinois

As of October 2, 2026, Lucas Group Financial Advisors, LLC ranked #1 in Illinois in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 185.5%, from a base of $118.3 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Lucas Group Financial Advisors, LLC Freeport 185.5% $118.3 million
2 Arena Private Wealth Chicago 175.2% $147.1 million
3 Xxi Wealth, LLC Chicago 162.2% $202.7 million
4 Kai Wealth LLC Chicago 154.8% $108.0 million
5 Santa Barbara Management Chicago 104.6% $259.2 million
6 Vestgen Advisors, LLC Chicago 92.1% $3.5 billion
7 SGL Financial, LLC Buffalo Grove 90.3% $218.6 million
8 Financial Elements, Inc Rolling Meadows 88.6% $102.1 million
9 Savant Wealth Management Rockford 87.6% $29.6 billion
10 Tallwoods Partners, LLC Chicago 83.3% $310.7 million
11 Stenger Family Office, LLC Naperville 69.6% $433.4 million
12 American Community Wealth Management, LLC Crystal Lake 68.6% $115.9 million
13 210 Financial Morton 67.3% $145.1 million
14 Williams Capital Management Company Wilmette 65.8% $136.1 million
15 Aaron Wealth Advisors Chicago 64.5% $2.6 billion
16 Lester Financial Group, LLC Champaign 50.9% $264.1 million
17 Latitude Advisors, LLC Yorkville 49.3% $379.5 million
18 Outlook Capital Management, LLC Arlington Heights 45.3% $101.4 million
19 Meredith Wealth Planning Maryville 43.3% $334.1 million
20 Creekmur Asset Management, LLC Morton 42.4% $561.8 million
21 Harvest Investment Services, LLC Oakbrook Terrace 42.0% $534.2 million
22 Lifepoint Planning Schaumburg 41.7% $118.9 million
23 Cyr Financial Inc. Hennepin 41.4% $127.7 million
24 Wall Street Financial Group, Inc. Carlinville 41.0% $133.1 million
25 McLaughlin Asset Management, Inc. Danville 40.6% $125.3 million
26 Illuminate Wealth Management Barrington 39.6% $120.1 million
27 Watershed Private Wealth Oak Brook 37.0% $302.0 million
28 The Dala Group, LLC Hoffman Estates 37.0% $193.7 million
29 Pekin Hardy Strauss, Inc. Chicago 35.6% $1.1 billion
30 Urban Financial Advisory Corporation Chicago 35.3% $1.1 billion
31 Kuhn Capital Partners Oak Brook 35.0% $125.8 million
32 Mowery & Schoenfeld Wealth Management, LLC Lincolnshire 34.8% $389.2 million
33 Riverbend Capital Advisors, LLC Chicago 34.6% $820.5 million
34 Calamos Wealth Management LLC Naperville 33.8% $4.1 billion
35 Chicago Oakbrook Financial Group Oak Brook 33.3% $907.3 million
36 Wellment Financial Elmhurst 31.9% $237.1 million
37 Feldman, Ingardona & Co Downers Grove 31.5% $1.5 billion
38 Powers Advisory Group, LLC Highland 31.3% $250.9 million
39 Midwest Financial Network, LLC Tinley Park 31.0% $108.3 million
40 Burling Wealth Partners Chicago 30.8% $768.0 million
41 Slagle Financial, LLC. Edwardsville 30.7% $315.0 million
42 Hendricks Wealth and Estate Management Algonquin 30.3% $411.6 million
43 Trifecta Capital Advisors, LLC Northbrook 30.2% $712.2 million
44 Phase III Advisory Services, Ltd Buffalo Grove 30.0% $162.2 million
45 Rai Wealth Naperville 29.9% $408.6 million
46 Millington Financial Advisors, LLC Naperville 29.8% $224.4 million
47 Costello Financial Planning, Inc. Arlington Heights 29.1% $168.1 million
48 McBeath Financial Group Normal 28.6% $223.2 million
49 Rooted Wealth Advisors Bourbonnais 28.4% $318.3 million
50 Parkview Asset Management, Inc. Oakbrook Terrace 28.4% $160.5 million
51 Sikich Financial Springfield 28.3% $920.0 million
52 New England Research & Management, Inc. Chicago 27.4% $264.5 million
53 Prairieview Wealth & Tax Advisors Frankfort 26.7% $163.7 million
54 V2 Financial Group, LLC Naperville 26.6% $276.8 million
55 Hedeker Wealth LLC Lincolnshire 26.6% $470.1 million
56 Cogent Strategic Wealth LLC Chicago 26.4% $265.9 million
57 Prism Planning Partners Libertyville 26.2% $191.4 million
58 Expressive Wealth LLC Chicago 26.0% $131.1 million
59 McDonnell Capital Management Frankfort 25.6% $132.7 million
60 Chicago Partners Investment Group LLC Chicago 25.4% $6.0 billion
61 Keebeck Wealth Management Chicago 25.1% $1.6 billion
62 Windrock Wealth Management Naperville 25.0% $290.6 million
63 F5 Financial Planning, L.L.C. Naperville 24.6% $135.4 million
64 New Vernon Wealth Management LLC Highland Park 24.4% $627.9 million
65 Total Clarity Wealth Management, Inc St. Charles 24.3% $607.9 million
66 Factor Wealth Management Chicago 23.9% $630.1 million
67 Servant Financial, Ltd. Villa Park 23.8% $116.0 million
68 The Planning Group Northfield 23.6% $235.8 million
69 MWS Capital Consultants LLC Chicago 23.3% $157.1 million
70 Three Sixty Wealth Management, LLC Bloomington 23.3% $154.2 million
71 Woodfield Financial Advisors, Inc. Deer Park 23.3% $186.7 million
72 The Nestegg Group, Inc. Lincolnwood 23.2% $268.6 million
73 Graybill Wealth Management, Ltd. Elmhurst 23.2% $426.6 million
74 McCulley Financial Group, LLC Westchester 23.2% $153.1 million
75 Wisdom Financial Services, L.L.C. Geneseo 22.6% $635.4 million
76 Brookstone Capital Management LLC Wheaton 22.5% $10.4 billion
77 Quantum Capital Investments, Inc. River Forest 22.4% $125.0 million
78 Bentley Financial Group Downers Grove 22.4% $321.0 million
79 Evansbrook Capital Management Bolingbrook 22.3% $184.6 million
80 Vertis Wealth, LLC Chicago 22.2% $115.1 million
81 Vertex Partners Downers Grove 22.2% $827.9 million
82 Bcu Wealth Advisors, LLC Vernon Hills 22.2% $535.0 million
83 Unique Wealth Strategies Burr Ridge 22.1% $312.5 million
84 Stonebridge Wealth Management LLC Oak Brook 22.1% $232.1 million
85 Clark Wealth Partners, LLC O'Fallon 21.8% $213.4 million
86 Evergreen Wealth Springfield 21.6% $969.8 million
87 Journey Financial Group, Inc. Buffalo Grove 21.6% $276.8 million
88 Riverpoint Wealth Management Chicago 21.2% $747.8 million
89 Chicago Investment Advisory Council, Inc. St. Charles 21.1% $190.0 million
90 Performance Wealth Hinsdale 20.8% $3.4 billion
91 A J Feldman Financial, LLC Deerfield 20.7% $112.6 million
92 Signature Financial Services, Ltd Arlington Heights 20.7% $227.1 million
93 North Shore Private Asset Management, LLC Lake Forest 20.7% $474.5 million
94 Avocet Capital Management LLC Northbrook 20.6% $130.9 million
95 Liberty Asset Management, Inc. Woodridge 20.5% $143.3 million
96 Hightower Advisors, LLC Chicago 20.5% $164.8 billion
97 Lake Street Chicago 20.5% $961.8 million
98 Opus Financial Solutions LLC Downers Grove 20.4% $125.3 million
99 Keb Wealth Advisors Springfield 20.4% $1.1 billion
100 RCM Wealth Advisors Chicago 20.0% $324.0 million

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

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Fastest growing 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.