# Newest independent RIAs in Illinois

As of October 2, 2026, Cohen Capital ranked #1 in Illinois in AdvisorIQ's ranking of newest independent RIAs, with $1.1 billion.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Illinois
- firms_listed: 89
- rows: rank: 1, crd: 339112, firm: Cohen Capital, city: Chicago, state: IL, value: 1100714851, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339112/; rank: 2, crd: 341913, firm: Intentgen Financial Partners, city: Naperville, state: IL, value: 756604853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341913/; rank: 3, crd: 341748, firm: Lifewise Wealth Advisors, city: Champaign, state: IL, value: 491909807, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341748/; rank: 4, crd: 338394, firm: Rail-Splitter Capital Management LLC, city: Winnetka, state: IL, value: 484088810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338394/; rank: 5, crd: 337459, firm: 15 Wealth Advisors LLC, city: Mundelein, state: IL, value: 481483347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337459/; rank: 6, crd: 339818, firm: Tenet Wealth Partners, LLC, city: Champaign, state: IL, value: 246867155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339818/; rank: 7, crd: 338738, firm: KRM Financial Planning & Wealth Management, LLC, city: St. Charles, state: IL, value: 211482938, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338738/; rank: 8, crd: 168727, firm: Kuhn Wealth Management Inc., city: Schaumburg, state: IL, value: 150822928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168727/; rank: 9, crd: 312523, firm: Pva Financial, LLC, city: Oak Brook, state: IL, value: 136853656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312523/; rank: 10, crd: 304024, firm: Blue Line Capital, city: Chicago, state: IL, value: 131917783, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304024/; rank: 11, crd: 173611, firm: Versatile Capital Management L.L.C., city: Chicago, state: IL, value: 130067939, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173611/; rank: 12, crd: 145664, firm: Pebble Valley Wealth Management, city: Western Springs, state: IL, value: 129482696, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145664/; rank: 13, crd: 339402, firm: Stephen Smith Financial Inc., city: Schaumburg, state: IL, value: 129000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339402/; rank: 14, crd: 109726, firm: Johnston Investment Counsel, Ltd., city: Peoria, state: IL, value: 124954747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109726/; rank: 15, crd: 158573, firm: Midwest Financial Associates, Inc., city: Rockford, state: IL, value: 123922245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158573/; rank: 16, crd: 149980, firm: Daly Investment Management, LLC, city: Mount Prospect, state: IL, value: 123548761, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149980/; rank: 17, crd: 172519, firm: Laureate Wealth Management, LLC, city: Glen Ellyn, state: IL, value: 121931019, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172519/; rank: 18, crd: 141738, firm: Blue Haven Capital, LLC, city: Geneva, state: IL, value: 121500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141738/; rank: 19, crd: 122768, firm: Pathfinder Advisory, Inc., city: Rockford, state: IL, value: 121422558, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122768/; rank: 20, crd: 286127, firm: Foresight Wealth Advisors, city: Skokie, state: IL, value: 121248000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286127/; rank: 21, crd: 297002, firm: Alo Financial Planning, city: Mount Prospect, state: IL, value: 120915635, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297002/; rank: 22, crd: 313101, firm: Advanced Planning Advisors Group Inc., city: Naperville, state: IL, value: 120429005, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313101/; rank: 23, crd: 332264, firm: K2 Wealth Management LLC, city: Chicago, state: IL, value: 120000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332264/; rank: 24, crd: 310859, firm: Copperwood Financial, city: Burr Ridge, state: IL, value: 119633000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310859/; rank: 25, crd: 307915, firm: Engage Wealth Group, LLC, city: Northfield, state: IL, value: 119515527, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307915/; rank: 26, crd: 145318, firm: Blue Sky Investment Partners, Inc., city: Evanston, state: IL, value: 118017737, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145318/; rank: 27, crd: 106701, firm: Kinnamon & Associates Ltd II, city: Barrington, state: IL, value: 117562180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106701/; rank: 28, crd: 313536, firm: 1102 Partners, LLC, city: Chicago, state: IL, value: 114487348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313536/; rank: 29, crd: 169670, firm: Mosaic FI LLC, city: Lincolnshire, state: IL, value: 112808698, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169670/; rank: 30, crd: 297290, firm: Bondurant Investment Advisory, LLC, city: Evanston, state: IL, value: 111082039, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297290/; rank: 31, crd: 147139, firm: Midway Capital Research & Management LLC, city: Chicago, state: IL, value: 110375561, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147139/; rank: 32, crd: 319230, firm: Wolfstone Wealth, city: Wheaton, state: IL, value: 110330007, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319230/; rank: 33, crd: 334271, firm: Whealthy Empowerment Network, city: Kildeer, state: IL, value: 107770717, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334271/; rank: 34, crd: 286686, firm: Financial Design Studio, Inc., city: Deer Park, state: IL, value: 105500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286686/; rank: 35, crd: 285189, firm: Stevard LLC, city: Chicago, state: IL, value: 42892796, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285189/; rank: 36, crd: 339590, firm: Sands Wealth Strategies, LLC, city: Western Springs, state: IL, value: 36742078, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339590/; rank: 37, crd: 333483, firm: Pickwick Wealth Management, city: Deerfield, state: IL, value: 11422315, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333483/; rank: 38, crd: 336851, firm: MC Wealth Advisors LLC, city: Chicago, state: IL, value: 2193849, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336851/; rank: 39, crd: 333703, firm: Hazelwood Investment Advisors LLC, city: Chicago, state: IL, value: 1783616, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333703/; rank: 40, crd: 333956, firm: Apex Quantitative Group, LLC, city: Chicago, state: IL, value: 1500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333956/; rank: 41, crd: 335491, firm: Terrapene Capital, city: Centralia, state: IL, value: 846291, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335491/; rank: 42, crd: 317718, firm: Pinnacle Financial Planning, city: Aurora, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317718/; rank: 42, crd: 331748, firm: Canela Wealth LLC, city: Riverside, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331748/; rank: 42, crd: 335311, firm: Stanton Group Wealth Partners, Inc., city: Naperville, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335311/; rank: 42, crd: 336288, firm: Diyfi Advisors LLC, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336288/; rank: 42, crd: 336453, firm: Haland Wealth Management, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336453/; rank: 42, crd: 336529, firm: Pcfo Capital, city: St. Charles, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336529/; rank: 42, crd: 337506, firm: Kintail Advisors, city: Algonquin, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337506/; rank: 42, crd: 337548, firm: Heritage Legacy Wealth LLC, city: Buffalo Grove, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337548/; rank: 42, crd: 337684, firm: Swartz Wealth Management LLC, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337684/; rank: 42, crd: 337719, firm: Servant's Heart Financial Planning, city: Palos Park, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337719/; rank: 42, crd: 337846, firm: Benefi, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337846/; rank: 42, crd: 337902, firm: Seam Financial, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337902/; rank: 42, crd: 338175, firm: Schabell Financial, LLC, city: Naperville, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338175/; rank: 42, crd: 338429, firm: Sierens Financial Group, Inc., city: Elgin, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338429/; rank: 42, crd: 338450, firm: Wheel Advisors LLC, city: Oak Park, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338450/; rank: 42, crd: 338455, firm: Sansone CPA & Financial, city: Crystal Lake, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338455/; rank: 42, crd: 338730, firm: Haas Trade Advisors LLC, city: Davis Junction, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338730/; rank: 42, crd: 338765, firm: Itaxandinvestments Inc, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338765/; rank: 42, crd: 338793, firm: Toellen Capital Management, LLC, city: Elburn, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338793/; rank: 42, crd: 338911, firm: Iolite Asset Management, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338911/; rank: 42, crd: 339209, firm: Kiddos Capital, city: Wilmette, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339209/; rank: 42, crd: 339241, firm: Theta Wealth Partners, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339241/; rank: 42, crd: 339287, firm: Golden Foundation Advisors, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339287/; rank: 42, crd: 339309, firm: Stratfinx Wealth, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339309/; rank: 42, crd: 339576, firm: Wealthridge Investments LLC, city: Burr Ridge, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339576/; rank: 42, crd: 339656, firm: Chase Allen Wealth, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339656/; rank: 42, crd: 340165, firm: Wallace, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340165/; rank: 42, crd: 340223, firm: Plackett Capital Management LLC, city: Loda, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340223/; rank: 42, crd: 340359, firm: Independent Capital, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340359/; rank: 42, crd: 340561, firm: Lotic Financial Planning LLC, city: Naperville, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340561/; rank: 42, crd: 340602, firm: Threshold Wealth Advisors LLC, city: Glenview, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340602/; rank: 42, crd: 340804, firm: Tapestryfp, city: Aurora, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340804/; rank: 42, crd: 341059, firm: One Source Advisory Group LLC, city: Champaign, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341059/; rank: 42, crd: 341344, firm: SRJ Financial Consulting LLC, city: Lombard, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341344/; rank: 42, crd: 341471, firm: VECTOR7 Capital, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341471/; rank: 42, crd: 341647, firm: Voyage Point Wealth Management, city: Arlington Heights, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341647/; rank: 42, crd: 341653, firm: Margin Advisory Group LLC, city: Mount Carmel, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341653/; rank: 42, crd: 341741, firm: Birch Bay Financial Planning, city: Orion, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341741/; rank: 42, crd: 342028, firm: Petrovich Capital Advisors LLC, city: Burr Ridge, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342028/; rank: 42, crd: 342108, firm: Ludgate Capital, city: Millstadt, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342108/; rank: 42, crd: 342362, firm: April Asset Management LLC, city: Deerfield, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342362/; rank: 42, crd: 342453, firm: Zhidi Luo, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342453/; rank: 42, crd: 342548, firm: Chestnut Beach Wealth, city: Wilmette, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342548/; rank: 42, crd: 342901, firm: Madison LaSalle Advisers LLC, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342901/; rank: 42, crd: 343111, firm: CMK Partners, LLC, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343111/; rank: 42, crd: 343287, firm: Museum Park Capital, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343287/; rank: 42, crd: 343372, firm: Toft Wealth, LLC, city: Normal, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343372/; rank: 42, crd: 343512, firm: Lakeshore Private Office LLC, city: Chicago, state: IL, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343512/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/illinois/

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