City
Wealth management firms in Barrington, Illinois
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Barrington, Illinois reported $1.8 billion in regulatory assets under management; the largest by assets was Sequoia Wealth Management, LLC, with $599.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $146.5 million
- SEC-registered, of those listed
- 5 of 12 (41.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sequoia Wealth Management, LLC | SEC | $599.6 million | 2,892 |
| 2 | Carter Financial Group, Inc. | SEC | $382.2 million | 2,257 |
| 3 | Virtue Asset Management LLC | SEC | $211.4 million | 261 |
| 4 | Illuminate Wealth Management | SEC | $167.6 million | 380 |
| 5 | Kinnamon & Associates Ltd II | SEC | $117.6 million | 396 |
| 6 | Trader Wealth Management, LLC | State | $93.5 million | 325 |
| 7 | Barzideh & Nadeau Wealth Management LLC | State | $60.0 million | 278 |
| 8 | Clearview Wealth Solutions, LLC | State | $41.7 million | 60 |
| 9 | Retirement Matters, Inc. | State | $25.0 million | 87 |
| 10 | Simplified Wealth Management, LLC | State | $23.1 million | 59 |
| 11 | Maple Street Capital Advisors, LLC | State | $23.0 million | 96 |
| 12 | Keaton Capital Management L.L.C. | State | $13.0 million | 40 |
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.