City
Wealth management firms in Bloomington, Illinois
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Bloomington, Illinois reported $434.4 million in regulatory assets under management; the largest by assets was Ark Advisors LLC, with $195.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $434.4 million
- Average per firm
- $86.9 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ark Advisors LLC | SEC | $195.6 million | 1,059 |
| 2 | Three Sixty Wealth Management, LLC | SEC | $190.1 million | 627 |
| 3 | Kraft Financial, LLC | State | $36.0 million | 35 |
| 4 | Elliott Capital Management, Inc. | State | $12.6 million | 78 |
| 5 | Sound Financial Solutions, Inc. | 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.