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For asset managers
AdvisorIQ

Ranking, Illinois

Largest wealth firms by assets under management, including broker-dealer firms in Illinois

As of October 2, 2026, Cetera Investment Advisers LLC ranked #1 in Illinois in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $256.8 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Cetera Investment Advisers LLC Broker-dealer affiliated Schaumburg $256.8 billion
2 Hightower Advisors, LLC Chicago $198.6 billion
3 Cresset Asset Management, LLC Chicago $78.9 billion
4 CIBC Private Wealth Advisors, Inc. Broker-dealer affiliated Chicago $67.8 billion
5 William Blair & Company L.L.C. Broker-dealer affiliated Chicago $64.3 billion
6 Savant Wealth Management Rockford $55.6 billion
7 Choreo, LLC Rockford $19.1 billion
8 The Mather Group, LLC Chicago $13.4 billion
9 Brookstone Capital Management LLC Wheaton $12.8 billion
10 Curi Capital, LLC Chicago $11.6 billion
11 BMO Family Office, LLC Broker-dealer affiliated Chicago $10.0 billion
12 Iht Wealth Management LLC Broker-dealer affiliated Chicago $9.8 billion
13 Altair Advisers, LLC Chicago $9.8 billion
14 Forum Financial Management, LP Lombard $8.7 billion
15 JMG Financial Group Ltd Downers Grove $7.5 billion
16 Chicago Partners Investment Group LLC Chicago $7.5 billion
17 Vestgen Advisors, LLC Chicago $6.7 billion
18 LaSalle St. Investment Advisors, L.L.C. Broker-dealer affiliated Elmhurst $5.7 billion
19 Crescent Grove Advisors Lake Forest $5.5 billion
20 Calamos Wealth Management LLC Naperville $5.5 billion
21 David Vaughan Investments, LLC Peoria $5.3 billion
22 Chicago Capital, LLC Chicago $4.8 billion
23 Brownson, Rehmus & Foxworth, Inc. Chicago $4.8 billion
24 Highpoint Planning Partners Downers Grove $4.8 billion
25 Aaron Wealth Advisors Chicago $4.3 billion
26 Performance Wealth Hinsdale $4.1 billion
27 Chesley, Taft & Associates, LLC Chicago $3.0 billion
28 Capstone Financial Advisors Inc Downers Grove $2.9 billion
29 Rothschild Investment Broker-dealer affiliated Chicago $2.8 billion
30 Arete Wealth Advisors, LLC Broker-dealer affiliated Chicago $2.7 billion
31 Ipi Wealth Management, Inc. Broker-dealer affiliated Decatur $2.7 billion
32 Cozad Asset Management Inc Champaign $2.6 billion
33 North Star Investment Management Corporation Chicago $2.5 billion
34 Bankers Life Advisory Services, Inc. Broker-dealer affiliated Chicago $2.5 billion
35 Vestor Capital, LLC Chicago $2.3 billion
36 Nadler Financial Group, Inc. Deerfield $2.2 billion
37 Zuckerman Investment Group Chicago $2.2 billion
38 Doyenne Wealth Advisors Chicago $2.0 billion
39 Keebeck Wealth Management Chicago $2.0 billion
40 Feldman, Ingardona & Co Downers Grove $2.0 billion
41 Midwestern Securities Trading Co.,llc Broker-dealer affiliated East Peoria $2.0 billion
42 Rothschild Wealth LLC Broker-dealer affiliated Oakbrook $1.7 billion
43 Clearwater Capital Partners Hoffman Estates $1.7 billion
44 Northern Trust Securities, Inc Broker-dealer affiliated Chicago $1.7 billion
45 Pekin Hardy Strauss, Inc. Chicago $1.6 billion
46 Romano Wealth Management Broker-dealer affiliated Evanston $1.5 billion
47 Urban Financial Advisory Corporation Chicago $1.5 billion
48 Archford Capital Strategies, LLC Swansea $1.5 billion
49 Mediqus Asset Advisors, Inc. Chicago $1.5 billion
50 Parkside Investments, LLC Deerfield $1.4 billion
51 Fourstar Wealth Advisors, LLC Chicago $1.4 billion
52 Inspirion Wealth Advisors, LLC Libertyville $1.4 billion
53 The Planning Center, Inc. Moline $1.4 billion
54 Savoie Capital LLC Chicago $1.3 billion
55 Keb Wealth Advisors Springfield $1.3 billion
56 Chicago Oakbrook Financial Group Oak Brook $1.2 billion
57 Sikich Financial Springfield $1.2 billion
58 Evergreen Wealth Springfield $1.2 billion
59 Lake Street Chicago $1.2 billion
60 Arthur M. Cohen & Associates LLC Northbrook $1.1 billion
61 Riverbend Capital Advisors, LLC Chicago $1.1 billion
62 Cohen Capital Chicago $1.1 billion
63 Horizon Wealth Management La Grange $1.1 billion
64 Goldstone Financial Group, LLC Oakbrook Terrace $1.1 billion
65 Coyle Glenview $1.0 billion
66 Fort Sheridan Advisors LLC Highland Park $1.0 billion
67 Vertex Partners Downers Grove $1.0 billion
68 Burling Wealth Partners Chicago $1.0 billion
69 World Equity Group, Inc. Broker-dealer affiliated Schaumburg $1.0 billion
70 Lantz Financial LLC Naperville $994.1 million
71 Intertide Partners Chicago $971.4 million
72 The Mosaic Financial Group, LLC Chicago $948.7 million
73 Roberts, Glore & Co. Deerfield $938.4 million
74 Hartline Investment Corporation Winnetka $935.5 million
75 Financial Solutions Advisory Group Chicago $935.0 million
76 Trifecta Capital Advisors, LLC Northbrook $927.4 million
77 Alley Company Lake Forest $907.2 million
78 Riverpoint Wealth Management Chicago $906.2 million
79 Studio Investment Management Chicago $903.0 million
80 Leelyn Smith, LLC Geneva $852.3 million
81 Strategic Investment Solutions, Inc. Orland Park $830.2 million
82 MPS-Loria Financial Planners,llc Burr Ridge $826.6 million
83 Creekmur Asset Management, LLC Morton $800.0 million
84 Centric Wealth Management, LLC Chicago $792.9 million
85 Carsonallaria Wealth Management, Ltd. Broker-dealer affiliated Glen Carbon $791.8 million
86 Factor Wealth Management Chicago $781.0 million
87 New Vernon Wealth Management LLC Highland Park $781.0 million
88 Wisdom Financial Services, L.L.C. Geneseo $779.2 million
89 Harvest Investment Services, LLC Oakbrook Terrace $758.4 million
90 Klaas Financial Asset Advisors, LLC. Loves Park $758.1 million
91 Intentgen Financial Partners Naperville $756.6 million
92 Moller Wealth Partners Northfield $755.9 million
93 Total Clarity Wealth Management, Inc St. Charles $755.4 million
94 Stenger Family Office, LLC Naperville $734.9 million
95 CL Wealth Management LLC Broker-dealer affiliated Schaumburg $733.6 million
96 Walled Lake Planning & Wealth Management, LLC Highland Park $732.2 million
97 Skinner, Copper & Ehmen Wealth Management, LLC Springfield $705.7 million
98 Aberdeen Wealth Management LLC Lake Bluff $699.1 million
99 Dream Capital Advisors, LLC Lincolnshire $695.3 million
100 Providence Wealth Advisors, LLC Frankfort $684.4 million

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

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Largest 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.