City
Wealth management firms in Buffalo Grove, Illinois
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Buffalo Grove, Illinois reported $1.4 billion in regulatory assets under management; the largest by assets was Highview Capital Management, LLC, with $416.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $275.9 million
- SEC-registered, of those listed
- 4 of 5 (80.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Highview Capital Management, LLC | SEC | $416.3 million | 257 |
| 2 | SGL Financial, LLC | SEC | $416.0 million | 2,713 |
| 3 | Journey Financial Group, Inc. | SEC | $336.5 million | 915 |
| 4 | Phase III Advisory Services, Ltd | SEC | $210.9 million | 1,400 |
| 5 | Heritage Legacy Wealth LLC | 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.