# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/illinois/

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Illinois
- firms_listed: 150
- rows: rank: 1, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, state: IL, value: 307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145323/; rank: 2, crd: 107271, firm: Savant Wealth Management, city: Rockford, state: IL, value: 243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107271/; rank: 3, crd: 111221, firm: Choreo, LLC, city: Rockford, state: IL, value: 62, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111221/; rank: 4, crd: 156005, firm: The Mather Group, LLC, city: Chicago, state: IL, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156005/; rank: 5, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, state: IL, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288566/; rank: 6, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, state: IL, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145706/; rank: 7, crd: 110302, firm: JMG Financial Group Ltd, city: Downers Grove, state: IL, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110302/; rank: 7, crd: 134249, firm: Curi Capital, LLC, city: Chicago, state: IL, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134249/; rank: 9, crd: 316636, firm: Highpoint Planning Partners, city: Downers Grove, state: IL, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316636/; rank: 10, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, state: IL, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141413/; rank: 11, crd: 137658, firm: Brookstone Wealth Advisors, LLC, city: Wheaton, state: IL, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137658/; rank: 12, crd: 109341, firm: Capstone Financial Advisors Inc, city: Downers Grove, state: IL, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109341/; rank: 12, crd: 318657, firm: Vestgen Advisors, LLC, city: Chicago, state: IL, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318657/; rank: 14, crd: 147662, firm: Chicago Partners Investment Group LLC, city: Chicago, state: IL, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147662/; rank: 15, crd: 104764, firm: Cozad Asset Management Inc, city: Champaign, state: IL, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104764/; rank: 15, crd: 123037, firm: Timothy Financial Counsel, Inc., city: Wheaton, state: IL, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123037/; rank: 15, crd: 142640, firm: Sikich Financial, city: Springfield, state: IL, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142640/; rank: 18, crd: 118994, firm: The Planning Center, Inc., city: Moline, state: IL, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118994/; rank: 18, crd: 143490, firm: Calamos Wealth Management LLC, city: Naperville, state: IL, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143490/; rank: 20, crd: 151001, firm: Latitude Advisors, LLC, city: Yorkville, state: IL, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151001/; rank: 20, crd: 315995, firm: Doyenne Wealth Advisors, city: Chicago, state: IL, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315995/; rank: 22, crd: 170543, firm: Sequoia Wealth Management, LLC, city: Barrington, state: IL, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170543/; rank: 22, crd: 316839, firm: Vertex Partners, city: Downers Grove, state: IL, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316839/; rank: 24, crd: 105990, firm: David Vaughan Investments, LLC, city: Peoria, state: IL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105990/; rank: 24, crd: 110608, firm: Brownson, Rehmus & Foxworth, Inc., city: Chicago, state: IL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110608/; rank: 24, crd: 122617, firm: Nadler Financial Group, Inc., city: Deerfield, state: IL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122617/; rank: 24, crd: 158418, firm: Bluestem Financial Advisors, LLC, city: Savoy, state: IL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158418/; rank: 24, crd: 159390, firm: Harvest Investment Services, LLC, city: Oakbrook Terrace, state: IL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159390/; rank: 24, crd: 165174, firm: Inspirion Wealth Advisors, LLC, city: Libertyville, state: IL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165174/; rank: 24, crd: 306903, firm: Creekmur Asset Management, LLC, city: Morton, state: IL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306903/; rank: 31, crd: 107034, firm: DHJJ Financial Advisors, city: Naperville, state: IL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107034/; rank: 31, crd: 121399, firm: Klaas Financial Asset Advisors, LLC., city: Loves Park, state: IL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121399/; rank: 31, crd: 123729, firm: Signature Financial Services, Ltd, city: Arlington Heights, state: IL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123729/; rank: 31, crd: 127526, firm: Zimmerman Wealth Management, LLC, city: Evanston, state: IL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127526/; rank: 31, crd: 142728, firm: Total Clarity Wealth Management, Inc, city: St. Charles, state: IL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142728/; rank: 31, crd: 169613, firm: Fourstar Wealth Advisors, LLC, city: Chicago, state: IL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169613/; rank: 31, crd: 305016, firm: Vantage Point Financial, LLC, city: Lisle, state: IL, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305016/; rank: 38, crd: 107694, firm: Mediqus Asset Advisors, Inc., city: Chicago, state: IL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107694/; rank: 38, crd: 119239, firm: Vermillion Financial Advisors, Inc., city: South Barrington, state: IL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119239/; rank: 38, crd: 131304, firm: Sterling Wealth Management, Inc., city: Champaign, state: IL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131304/; rank: 38, crd: 164173, firm: Bcu Wealth Advisors, LLC, city: Vernon Hills, state: IL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164173/; rank: 38, crd: 165855, firm: Vestor Capital, LLC, city: Chicago, state: IL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165855/; rank: 38, crd: 168998, firm: Evergreen Wealth, city: Springfield, state: IL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168998/; rank: 38, crd: 311735, firm: Performance Wealth, city: Hinsdale, state: IL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311735/; rank: 45, crd: 110932, firm: Cambridge Capital Management, LLC, city: O'Fallon, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110932/; rank: 45, crd: 116600, firm: Pinnacle Financial Group LLC, city: Western Springs, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116600/; rank: 45, crd: 117491, firm: Kcpag Financial Advisors LLC, city: Robinson, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117491/; rank: 45, crd: 117527, firm: Shankervalleau Wealth Advisors, Inc., city: Skokie, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117527/; rank: 45, crd: 156315, firm: Millington Financial Advisors, LLC, city: Naperville, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156315/; rank: 45, crd: 170255, firm: Horizon Wealth Management, city: La Grange, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170255/; rank: 45, crd: 173262, firm: Ruedi Wealth Management, Inc., city: Champaign, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173262/; rank: 45, crd: 291828, firm: The Dala Group, LLC, city: Hoffman Estates, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291828/; rank: 45, crd: 324695, firm: Rai Wealth, city: Naperville, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324695/; rank: 45, crd: 326880, firm: Lucas Group Financial Advisors, LLC, city: Freeport, state: IL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326880/; rank: 55, crd: 110057, firm: Urban Financial Advisory Corporation, city: Chicago, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110057/; rank: 55, crd: 110593, firm: Coyle, city: Glenview, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110593/; rank: 55, crd: 110960, firm: CTS Financial Planning, Inc., city: Chicago, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110960/; rank: 55, crd: 112802, firm: Patrick M. Sweeney & Associates, Inc, city: Libertyville, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112802/; rank: 55, crd: 117935, firm: Keb Wealth Advisors, city: Springfield, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117935/; rank: 55, crd: 123279, firm: Woodfield Financial Advisors, Inc., city: Deer Park, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123279/; rank: 55, crd: 125218, firm: Financial Solutions Advisory Group, city: Chicago, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125218/; rank: 55, crd: 128202, firm: Leslie Global Wealth, LLC, city: Itasca, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128202/; rank: 55, crd: 143128, firm: Strategic Investment Solutions, Inc., city: Orland Park, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143128/; rank: 55, crd: 148832, firm: Oak Wealth Advisors LLC, city: Northbrook, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148832/; rank: 55, crd: 156389, firm: Fiduciary Financial Partners, LLC, city: Naperville, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156389/; rank: 55, crd: 164482, firm: Archford Capital Strategies, LLC, city: Swansea, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164482/; rank: 55, crd: 170674, firm: F5 Financial Planning, L.L.C., city: Naperville, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170674/; rank: 55, crd: 172474, firm: Bentley Financial Group, city: Downers Grove, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172474/; rank: 55, crd: 173399, firm: Sage Private Wealth Group, LLC, city: Oakbrook Terrace, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173399/; rank: 55, crd: 222520, firm: Goldstone Financial Group, LLC, city: Oakbrook Terrace, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/222520/; rank: 55, crd: 283028, firm: Kuhn Capital Partners, city: Oak Brook, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283028/; rank: 55, crd: 283438, firm: Virtue Asset Management LLC, city: Barrington, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283438/; rank: 55, crd: 286686, firm: Financial Design Studio, Inc., city: Deer Park, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286686/; rank: 55, crd: 289051, firm: Wall Street Financial Group, Inc., city: Carlinville, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289051/; rank: 55, crd: 290485, firm: Prism Planning Partners, city: Libertyville, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290485/; rank: 55, crd: 296761, firm: Lake Street, city: Chicago, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296761/; rank: 55, crd: 297573, firm: Lantz Financial LLC, city: Naperville, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297573/; rank: 55, crd: 299595, firm: Walled Lake Planning & Wealth Management, LLC, city: Highland Park, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299595/; rank: 55, crd: 299798, firm: Model Wealth, city: Wheaton, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299798/; rank: 55, crd: 306411, firm: Illuminate Wealth Management, city: Barrington, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306411/; rank: 55, crd: 332302, firm: Arena Private Wealth, city: Chicago, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332302/; rank: 55, crd: 333344, firm: Chicago Oakbrook Financial Group, city: Oak Brook, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333344/; rank: 55, crd: 335762, firm: Pendulum Wealth Partners, city: Itasca, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335762/; rank: 55, crd: 339818, firm: Tenet Wealth Partners, LLC, city: Champaign, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339818/; rank: 55, crd: 341748, firm: Lifewise Wealth Advisors, city: Champaign, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341748/; rank: 55, crd: 341913, firm: Intentgen Financial Partners, city: Naperville, state: IL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341913/; rank: 87, crd: 29449, firm: Feldman, Ingardona & Co, city: Downers Grove, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/29449/; rank: 87, crd: 104708, firm: Factor Wealth Management, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104708/; rank: 87, crd: 105894, firm: Arthur M. Cohen & Associates LLC, city: Northbrook, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105894/; rank: 87, crd: 106414, firm: Hemsley Advisors, Ltd., city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106414/; rank: 87, crd: 108352, firm: Essex LLC, city: Deer Park, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108352/; rank: 87, crd: 110493, firm: Moller Wealth Partners, city: Northfield, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110493/; rank: 87, crd: 110517, firm: Leelyn Smith, LLC, city: Geneva, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110517/; rank: 87, crd: 111578, firm: Chesley, Taft & Associates, LLC, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111578/; rank: 87, crd: 111594, firm: Detterbeck Wealth Management, city: Palatine, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111594/; rank: 87, crd: 112271, firm: Chicago Wealth Management, Inc., city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112271/; rank: 87, crd: 115050, firm: Von Holt Financial Advisors, Inc., city: Palatine, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115050/; rank: 87, crd: 115734, firm: Baldwin Financial Advisors, LLC, city: Arlington Heights, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115734/; rank: 87, crd: 117681, firm: North Star Investment Management Corporation, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117681/; rank: 87, crd: 118366, firm: Mowery & Schoenfeld Wealth Management, LLC, city: Lincolnshire, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118366/; rank: 87, crd: 122895, firm: Kadisak Financial Services, Inc., city: Naperville, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122895/; rank: 87, crd: 122913, firm: Wealth Management Services,llc, city: Springfield, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122913/; rank: 87, crd: 122941, firm: Sebold Capital Management, Inc, city: Lisle, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122941/; rank: 87, crd: 122959, firm: Phase III Advisory Services, Ltd, city: Buffalo Grove, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122959/; rank: 87, crd: 123176, firm: Mentor Capital Management Inc., city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123176/; rank: 87, crd: 123287, firm: Pacesetter Financial Group, L.L.C., city: Lincoln, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123287/; rank: 87, crd: 124104, firm: Sound Asset Management, Inc., city: Yorkville, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124104/; rank: 87, crd: 125117, firm: Interactive Financial Advisors, city: New Lenox, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125117/; rank: 87, crd: 125651, firm: Blankenship Financial Planning, Ltd., city: New Berlin, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125651/; rank: 87, crd: 129727, firm: 4WEALTH Advisors, Inc., city: Burr Ridge, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129727/; rank: 87, crd: 139795, firm: Forest Asset Management LLC, city: Riverside, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139795/; rank: 87, crd: 139886, firm: Clearwater Capital Partners, city: Hoffman Estates, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139886/; rank: 87, crd: 140984, firm: JMC Wealth, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140984/; rank: 87, crd: 145664, firm: Pebble Valley Wealth Management, city: Western Springs, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145664/; rank: 87, crd: 147376, firm: American Community Wealth Management, LLC, city: Crystal Lake, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147376/; rank: 87, crd: 150813, firm: Fountainhead Financial, LLC, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150813/; rank: 87, crd: 155013, firm: Treetop Wealth Management, LLC, city: Northfield, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155013/; rank: 87, crd: 155409, firm: The Change Advisory Group, LLC, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155409/; rank: 87, crd: 156331, firm: Steward Advisors, LLC, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156331/; rank: 87, crd: 158489, firm: Studio Investment Management, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158489/; rank: 87, crd: 159255, firm: Skinner, Copper & Ehmen Wealth Management, LLC, city: Springfield, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159255/; rank: 87, crd: 161020, firm: Barrett Wealth Connection LLC, city: Spring Grove, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161020/; rank: 87, crd: 166746, firm: Wellment Financial, city: Elmhurst, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166746/; rank: 87, crd: 167188, firm: McBeath Financial Group, city: Normal, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167188/; rank: 87, crd: 170348, firm: Left Brain Wealth Management, LLC, city: Naperville, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170348/; rank: 87, crd: 170912, firm: Crescent Grove Advisors, city: Lake Forest, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170912/; rank: 87, crd: 171677, firm: Cannata & Company, LLC, city: Roselle, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171677/; rank: 87, crd: 172519, firm: Laureate Wealth Management, LLC, city: Glen Ellyn, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172519/; rank: 87, crd: 277118, firm: Cyr Financial Inc., city: Hennepin, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277118/; rank: 87, crd: 282311, firm: Opus Financial Solutions LLC, city: Downers Grove, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282311/; rank: 87, crd: 284360, firm: Bayworth Capital, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284360/; rank: 87, crd: 285693, firm: Stonebridge Wealth Management LLC, city: Oak Brook, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285693/; rank: 87, crd: 288982, firm: Brickwork Financial Planning, Ltd, city: Orland Park, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288982/; rank: 87, crd: 298079, firm: Aaron Wealth Advisors, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298079/; rank: 87, crd: 300019, firm: Meredith Wealth Planning, city: Maryville, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300019/; rank: 87, crd: 301025, firm: Carter Financial Group, Inc., city: Barrington, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301025/; rank: 87, crd: 306195, firm: Highview Capital Management, LLC, city: Buffalo Grove, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306195/; rank: 87, crd: 308155, firm: Impact Financial, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308155/; rank: 87, crd: 308157, firm: Amc Wealth Management, LLC, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308157/; rank: 87, crd: 312865, firm: Rude Wealth Advisory, city: Olney, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312865/; rank: 87, crd: 317535, firm: Merino Wealth Management, city: Glenview, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317535/; rank: 87, crd: 319408, firm: Mirretti Perryman Wealth Strategies, LLC, city: Skokie, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319408/; rank: 87, crd: 321757, firm: Clark Wealth Partners, LLC, city: O'Fallon, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321757/; rank: 87, crd: 327974, firm: Prairieview Wealth & Tax Advisors, city: Frankfort, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327974/; rank: 87, crd: 329828, firm: K&H Wealth Partners, city: Northbrook, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329828/; rank: 87, crd: 333576, firm: Rise Investment Management, LLC, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333576/; rank: 87, crd: 333774, firm: One Wild Life Advisors LLC, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333774/; rank: 87, crd: 334271, firm: Whealthy Empowerment Network, city: Kildeer, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334271/; rank: 87, crd: 334801, firm: Santa Barbara Management, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334801/; rank: 87, crd: 339112, firm: Cohen Capital, city: Chicago, state: IL, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339112/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [RIA market data for Illinois](https://advisoriq.com/ria/states/illinois/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/illinois/

License: https://advisoriq.com/license/