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For asset managers
AdvisorIQ

Ranking, Illinois

Fastest-growing wealth firms over one year, including broker-dealer firms in Illinois

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

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

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 Rothschild Wealth LLC Broker-dealer affiliated Oakbrook 126.0% $751.1 million
6 Santa Barbara Management Chicago 104.6% $259.2 million
7 Vestgen Advisors, LLC Chicago 92.1% $3.5 billion
8 SGL Financial, LLC Buffalo Grove 90.3% $218.6 million
9 Financial Elements, Inc Rolling Meadows 88.6% $102.1 million
10 Savant Wealth Management Rockford 87.6% $29.6 billion
11 Tallwoods Partners, LLC Chicago 83.3% $310.7 million
12 Mwa Financial Services, Inc. Broker-dealer affiliated Rock Island 69.8% $376.9 million
13 Stenger Family Office, LLC Naperville 69.6% $433.4 million
14 American Community Wealth Management, LLC Crystal Lake 68.6% $115.9 million
15 210 Financial Morton 67.3% $145.1 million
16 Williams Capital Management Company Wilmette 65.8% $136.1 million
17 Aaron Wealth Advisors Chicago 64.5% $2.6 billion
18 Cetera Investment Advisers LLC Broker-dealer affiliated Schaumburg 56.8% $163.8 billion
19 Iht Wealth Management LLC Broker-dealer affiliated Chicago 53.7% $6.4 billion
20 Lester Financial Group, LLC Champaign 50.9% $264.1 million
21 Latitude Advisors, LLC Yorkville 49.3% $379.5 million
22 Outlook Capital Management, LLC Arlington Heights 45.3% $101.4 million
23 Meredith Wealth Planning Maryville 43.3% $334.1 million
24 Creekmur Asset Management, LLC Morton 42.4% $561.8 million
25 Harvest Investment Services, LLC Oakbrook Terrace 42.0% $534.2 million
26 Lifepoint Planning Schaumburg 41.7% $118.9 million
27 Cyr Financial Inc. Hennepin 41.4% $127.7 million
28 Wall Street Financial Group, Inc. Carlinville 41.0% $133.1 million
29 McLaughlin Asset Management, Inc. Danville 40.6% $125.3 million
30 Illuminate Wealth Management Barrington 39.6% $120.1 million
31 Carsonallaria Wealth Management, Ltd. Broker-dealer affiliated Glen Carbon 39.5% $567.5 million
32 Watershed Private Wealth Oak Brook 37.0% $302.0 million
33 The Dala Group, LLC Hoffman Estates 37.0% $193.7 million
34 Pekin Hardy Strauss, Inc. Chicago 35.6% $1.1 billion
35 Urban Financial Advisory Corporation Chicago 35.3% $1.1 billion
36 Kuhn Capital Partners Oak Brook 35.0% $125.8 million
37 Mowery & Schoenfeld Wealth Management, LLC Lincolnshire 34.8% $389.2 million
38 Riverbend Capital Advisors, LLC Chicago 34.6% $820.5 million
39 Calamos Wealth Management LLC Naperville 33.8% $4.1 billion
40 Chicago Oakbrook Financial Group Oak Brook 33.3% $907.3 million
41 Quad City Investment Center Broker-dealer affiliated Moline 32.2% $308.6 million
42 LaSalle St. Investment Advisors, L.L.C. Broker-dealer affiliated Elmhurst 32.1% $4.3 billion
43 Wellment Financial Elmhurst 31.9% $237.1 million
44 Feldman, Ingardona & Co Downers Grove 31.5% $1.5 billion
45 Powers Advisory Group, LLC Highland 31.3% $250.9 million
46 Midwest Financial Network, LLC Tinley Park 31.0% $108.3 million
47 Burling Wealth Partners Chicago 30.8% $768.0 million
48 Slagle Financial, LLC. Edwardsville 30.7% $315.0 million
49 Hendricks Wealth and Estate Management Algonquin 30.3% $411.6 million
50 Trifecta Capital Advisors, LLC Northbrook 30.2% $712.2 million
51 Northern Trust Securities, Inc Broker-dealer affiliated Chicago 30.2% $1.3 billion
52 Phase III Advisory Services, Ltd Buffalo Grove 30.0% $162.2 million
53 River Street Advisors, LLC Broker-dealer affiliated Aurora 30.0% $414.9 million
54 Rai Wealth Naperville 29.9% $408.6 million
55 Millington Financial Advisors, LLC Naperville 29.8% $224.4 million
56 Costello Financial Planning, Inc. Arlington Heights 29.1% $168.1 million
57 McBeath Financial Group Normal 28.6% $223.2 million
58 Rooted Wealth Advisors Bourbonnais 28.4% $318.3 million
59 Parkview Asset Management, Inc. Oakbrook Terrace 28.4% $160.5 million
60 Sikich Financial Springfield 28.3% $920.0 million
61 Bankers Life Advisory Services, Inc. Broker-dealer affiliated Chicago 28.0% $1.9 billion
62 New England Research & Management, Inc. Chicago 27.4% $264.5 million
63 Prairieview Wealth & Tax Advisors Frankfort 26.7% $163.7 million
64 V2 Financial Group, LLC Naperville 26.6% $276.8 million
65 Hedeker Wealth LLC Lincolnshire 26.6% $470.1 million
66 Cogent Strategic Wealth LLC Chicago 26.4% $265.9 million
67 Prism Planning Partners Libertyville 26.2% $191.4 million
68 Expressive Wealth LLC Chicago 26.0% $131.1 million
69 McDonnell Capital Management Frankfort 25.6% $132.7 million
70 Chicago Partners Investment Group LLC Chicago 25.4% $6.0 billion
71 Keebeck Wealth Management Chicago 25.1% $1.6 billion
72 Windrock Wealth Management Naperville 25.0% $290.6 million
73 F5 Financial Planning, L.L.C. Naperville 24.6% $135.4 million
74 New Vernon Wealth Management LLC Highland Park 24.4% $627.9 million
75 Total Clarity Wealth Management, Inc St. Charles 24.3% $607.9 million
76 Factor Wealth Management Chicago 23.9% $630.1 million
77 Servant Financial, Ltd. Villa Park 23.8% $116.0 million
78 The Planning Group Northfield 23.6% $235.8 million
79 MWS Capital Consultants LLC Chicago 23.3% $157.1 million
80 Three Sixty Wealth Management, LLC Bloomington 23.3% $154.2 million
81 Woodfield Financial Advisors, Inc. Deer Park 23.3% $186.7 million
82 The Nestegg Group, Inc. Lincolnwood 23.2% $268.6 million
83 Graybill Wealth Management, Ltd. Elmhurst 23.2% $426.6 million
84 McCulley Financial Group, LLC Westchester 23.2% $153.1 million
85 E. A. Horwitz LLC Broker-dealer affiliated Deerfield 23.1% $221.4 million
86 BMO Family Office, LLC Broker-dealer affiliated Chicago 22.9% $8.1 billion
87 Wisdom Financial Services, L.L.C. Geneseo 22.6% $635.4 million
88 Brookstone Capital Management LLC Wheaton 22.5% $10.4 billion
89 Quantum Capital Investments, Inc. River Forest 22.4% $125.0 million
90 Bentley Financial Group Downers Grove 22.4% $321.0 million
91 Evansbrook Capital Management Bolingbrook 22.3% $184.6 million
92 Vertis Wealth, LLC Chicago 22.2% $115.1 million
93 Vertex Partners Downers Grove 22.2% $827.9 million
94 Bcu Wealth Advisors, LLC Vernon Hills 22.2% $535.0 million
95 Unique Wealth Strategies Burr Ridge 22.1% $312.5 million
96 Stonebridge Wealth Management LLC Oak Brook 22.1% $232.1 million
97 Midwestern Securities Trading Co.,llc Broker-dealer affiliated East Peoria 22.0% $1.6 billion
98 Clark Wealth Partners, LLC O'Fallon 21.8% $213.4 million
99 Evergreen Wealth Springfield 21.6% $969.8 million
100 Journey Financial Group, Inc. Buffalo Grove 21.6% $276.8 million

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

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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.