City
Wealth management firms in Burr Ridge, Illinois
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Burr Ridge, Illinois reported $1.8 billion in regulatory assets under management; the largest by assets was MPS-Loria Financial Planners,llc, with $826.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $228.2 million
- SEC-registered, of those listed
- 5 of 8 (62.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | MPS-Loria Financial Planners,llc | SEC | $826.6 million | 1,670 |
| 2 | Unique Wealth Strategies | SEC | $381.5 million | 842 |
| 3 | 4WEALTH Advisors, Inc. | SEC | $275.3 million | 1,262 |
| 4 | Via IV Investments, LLC | SEC | $221.8 million | 532 |
| 5 | Copperwood Financial | SEC | $119.6 million | 795 |
| 6 | Gamma Group | State | $814,706 | 9 |
| 7 | Petrovich Capital Advisors LLC | State | $0 | 0 |
| 8 | Wealthridge Investments 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.