City
Wealth management firms in Arlington Heights, Illinois
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Arlington Heights, Illinois reported $1.1 billion in regulatory assets under management; the largest by assets was Signature Financial Services, Ltd, with $274.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $94.3 million
- SEC-registered, of those listed
- 5 of 12 (41.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Signature Financial Services, Ltd | SEC | $274.0 million | 506 |
| 2 | Arlington Wealth Management | SEC | $235.9 million | 750 |
| 3 | Costello Financial Planning, Inc. | SEC | $217.1 million | 560 |
| 4 | Outlook Capital Management, LLC | SEC | $147.4 million | 169 |
| 5 | Directional Asset Management, LLC | SEC | $136.9 million | 95 |
| 6 | Crown Financial Group, Inc. | State | $50.0 million | 75 |
| 7 | Carlisle Financial Management, LLC | State | $41.5 million | 25 |
| 8 | Vidarrow Investment Advisors | State | $12.6 million | 68 |
| 9 | Purpose Financial Planning LLC | State | $12.2 million | 79 |
| 10 | Maplewood Wealth | State | $3.5 million | 26 |
| 11 | Baldwin Financial Advisors, LLC | State | $0 | 0 |
| 12 | Voyage Point Wealth Management | State | $0 | 0 |
Wealth management firms in Illinois, including every city.
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.