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AdvisorIQ

Ranking, Illinois

Independent RIAs with the most CFP professionals in Illinois

As of October 2, 2026, Hightower Advisors, LLC ranked #1 in Illinois in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 307.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. SEC-registered and state-registered firms are both ranked. 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). 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 Most CFP professionals
1 Hightower Advisors, LLC Chicago 307
2 Savant Wealth Management Rockford 243
3 Choreo, LLC Rockford 62
4 The Mather Group, LLC Chicago 58
5 Cresset Asset Management, LLC Chicago 50
6 Forum Financial Management, LP Lombard 46
7 JMG Financial Group Ltd Downers Grove 42
7 Curi Capital, LLC Chicago 42
9 Highpoint Planning Partners Downers Grove 38
10 Brookstone Capital Management LLC Wheaton 33
11 Brookstone Wealth Advisors, LLC Wheaton 17
12 Capstone Financial Advisors Inc Downers Grove 16
12 Vestgen Advisors, LLC Chicago 16
14 Chicago Partners Investment Group LLC Chicago 12
15 Cozad Asset Management Inc Champaign 11
15 Timothy Financial Counsel, Inc. Wheaton 11
15 Sikich Financial Springfield 11
18 The Planning Center, Inc. Moline 10
18 Calamos Wealth Management LLC Naperville 10
20 Latitude Advisors, LLC Yorkville 9
20 Doyenne Wealth Advisors Chicago 9
22 Sequoia Wealth Management, LLC Barrington 8
22 Vertex Partners Downers Grove 8
24 David Vaughan Investments, LLC Peoria 7
24 Brownson, Rehmus & Foxworth, Inc. Chicago 7
24 Nadler Financial Group, Inc. Deerfield 7
24 Bluestem Financial Advisors, LLC Savoy 7
24 Harvest Investment Services, LLC Oakbrook Terrace 7
24 Inspirion Wealth Advisors, LLC Libertyville 7
24 Creekmur Asset Management, LLC Morton 7
31 DHJJ Financial Advisors Naperville 6
31 Klaas Financial Asset Advisors, LLC. Loves Park 6
31 Signature Financial Services, Ltd Arlington Heights 6
31 Zimmerman Wealth Management, LLC Evanston 6
31 Total Clarity Wealth Management, Inc St. Charles 6
31 Fourstar Wealth Advisors, LLC Chicago 6
31 Vantage Point Financial, LLC Lisle 6
38 Mediqus Asset Advisors, Inc. Chicago 5
38 Vermillion Financial Advisors, Inc. South Barrington 5
38 Sterling Wealth Management, Inc. Champaign 5
38 Bcu Wealth Advisors, LLC Vernon Hills 5
38 Vestor Capital, LLC Chicago 5
38 Evergreen Wealth Springfield 5
38 Performance Wealth Hinsdale 5
45 Cambridge Capital Management, LLC O'Fallon 4
45 Pinnacle Financial Group LLC Western Springs 4
45 Kcpag Financial Advisors LLC Robinson 4
45 Shankervalleau Wealth Advisors, Inc. Skokie 4
45 Millington Financial Advisors, LLC Naperville 4
45 Horizon Wealth Management La Grange 4
45 Ruedi Wealth Management, Inc. Champaign 4
45 The Dala Group, LLC Hoffman Estates 4
45 Rai Wealth Naperville 4
45 Lucas Group Financial Advisors, LLC Freeport 4
55 Urban Financial Advisory Corporation Chicago 3
55 Coyle Glenview 3
55 CTS Financial Planning, Inc. Chicago 3
55 Patrick M. Sweeney & Associates, Inc Libertyville 3
55 Keb Wealth Advisors Springfield 3
55 Woodfield Financial Advisors, Inc. Deer Park 3
55 Financial Solutions Advisory Group Chicago 3
55 Leslie Global Wealth, LLC Itasca 3
55 Strategic Investment Solutions, Inc. Orland Park 3
55 Oak Wealth Advisors LLC Northbrook 3
55 Fiduciary Financial Partners, LLC Naperville 3
55 Archford Capital Strategies, LLC Swansea 3
55 F5 Financial Planning, L.L.C. Naperville 3
55 Bentley Financial Group Downers Grove 3
55 Sage Private Wealth Group, LLC Oakbrook Terrace 3
55 Goldstone Financial Group, LLC Oakbrook Terrace 3
55 Kuhn Capital Partners Oak Brook 3
55 Virtue Asset Management LLC Barrington 3
55 Financial Design Studio, Inc. Deer Park 3
55 Wall Street Financial Group, Inc. Carlinville 3
55 Prism Planning Partners Libertyville 3
55 Lake Street Chicago 3
55 Lantz Financial LLC Naperville 3
55 Walled Lake Planning & Wealth Management, LLC Highland Park 3
55 Model Wealth Wheaton 3
55 Illuminate Wealth Management Barrington 3
55 Arena Private Wealth Chicago 3
55 Chicago Oakbrook Financial Group Oak Brook 3
55 Pendulum Wealth Partners Itasca 3
55 Tenet Wealth Partners, LLC Champaign 3
55 Lifewise Wealth Advisors Champaign 3
55 Intentgen Financial Partners Naperville 3
87 Feldman, Ingardona & Co Downers Grove 2
87 Factor Wealth Management Chicago 2
87 Arthur M. Cohen & Associates LLC Northbrook 2
87 Hemsley Advisors, Ltd. Chicago 2
87 Essex LLC Deer Park 2
87 Moller Wealth Partners Northfield 2
87 Leelyn Smith, LLC Geneva 2
87 Chesley, Taft & Associates, LLC Chicago 2
87 Detterbeck Wealth Management Palatine 2
87 Chicago Wealth Management, Inc. Chicago 2
87 Von Holt Financial Advisors, Inc. Palatine 2
87 Baldwin Financial Advisors, LLC Arlington Heights 2
87 North Star Investment Management Corporation Chicago 2
87 Mowery & Schoenfeld Wealth Management, LLC Lincolnshire 2
87 Kadisak Financial Services, Inc. Naperville 2
87 Wealth Management Services,llc Springfield 2
87 Sebold Capital Management, Inc Lisle 2
87 Phase III Advisory Services, Ltd Buffalo Grove 2
87 Mentor Capital Management Inc. Chicago 2
87 Pacesetter Financial Group, L.L.C. Lincoln 2
87 Sound Asset Management, Inc. Yorkville 2
87 Interactive Financial Advisors New Lenox 2
87 Blankenship Financial Planning, Ltd. New Berlin 2
87 4WEALTH Advisors, Inc. Burr Ridge 2
87 Forest Asset Management LLC Riverside 2
87 Clearwater Capital Partners Hoffman Estates 2
87 JMC Wealth Chicago 2
87 Pebble Valley Wealth Management Western Springs 2
87 American Community Wealth Management, LLC Crystal Lake 2
87 Fountainhead Financial, LLC Chicago 2
87 Treetop Wealth Management, LLC Northfield 2
87 The Change Advisory Group, LLC Chicago 2
87 Steward Advisors, LLC Chicago 2
87 Studio Investment Management Chicago 2
87 Skinner, Copper & Ehmen Wealth Management, LLC Springfield 2
87 Barrett Wealth Connection LLC Spring Grove 2
87 Wellment Financial Elmhurst 2
87 McBeath Financial Group Normal 2
87 Left Brain Wealth Management, LLC Naperville 2
87 Crescent Grove Advisors Lake Forest 2
87 Cannata & Company, LLC Roselle 2
87 Laureate Wealth Management, LLC Glen Ellyn 2
87 Cyr Financial Inc. Hennepin 2
87 Opus Financial Solutions LLC Downers Grove 2
87 Bayworth Capital Chicago 2
87 Stonebridge Wealth Management LLC Oak Brook 2
87 Brickwork Financial Planning, Ltd Orland Park 2
87 Aaron Wealth Advisors Chicago 2
87 Meredith Wealth Planning Maryville 2
87 Carter Financial Group, Inc. Barrington 2
87 Highview Capital Management, LLC Buffalo Grove 2
87 Impact Financial Chicago 2
87 Amc Wealth Management, LLC Chicago 2
87 Rude Wealth Advisory Olney 2
87 Merino Wealth Management Glenview 2
87 Mirretti Perryman Wealth Strategies, LLC Skokie 2
87 Clark Wealth Partners, LLC O'Fallon 2
87 Prairieview Wealth & Tax Advisors Frankfort 2
87 K&H Wealth Partners Northbrook 2
87 Rise Investment Management, LLC Chicago 2
87 One Wild Life Advisors LLC Chicago 2
87 Whealthy Empowerment Network Kildeer 2
87 Santa Barbara Management Chicago 2
87 Cohen Capital Chicago 2

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

More rankings

Most CFP professionals 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.