City
Wealth management firms in Chicago, Illinois
As of October 2, 2026, 213 wealth management firms, including broker-dealer firms, with their main office in Chicago, Illinois reported $550.3 billion in regulatory assets under management; the largest by assets was Hightower Advisors, LLC, with $198.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 213
- Regulatory assets under management
- $550.3 billion
- Average per firm
- $2.6 billion
- SEC-registered, of those listed
- 85 of 100 (85.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | SEC | $198.6 billion | 220,222 |
| 2 | Cresset Asset Management, LLC | SEC | $78.9 billion | 32,894 |
| 3 | CIBC Private Wealth Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $67.8 billion | 29,019 |
| 4 | William Blair & Company L.L.C. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $64.3 billion | 39,781 |
| 5 | The Mather Group, LLC | SEC | $13.4 billion | 15,200 |
| 6 | Curi Capital, LLC | SEC | $11.6 billion | 16,939 |
| 7 | BMO Family Office, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $10.0 billion | 5,101 |
| 8 | Iht Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $9.8 billion | 25,536 |
| 9 | Altair Advisers, LLC | SEC | $9.8 billion | 1,016 |
| 10 | Chicago Partners Investment Group LLC | SEC | $7.5 billion | 9,147 |
| 11 | Vestgen Advisors, LLC | SEC | $6.7 billion | 22,790 |
| 12 | Chicago Capital, LLC | SEC | $4.8 billion | 2,319 |
| 13 | Brownson, Rehmus & Foxworth, Inc. | SEC | $4.8 billion | 3,489 |
| 14 | Aaron Wealth Advisors | SEC | $4.3 billion | 1,672 |
| 15 | Chesley, Taft & Associates, LLC | SEC | $3.0 billion | 1,831 |
| 16 | Rothschild Investment Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.8 billion | 2,831 |
| 17 | Arete Wealth Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.7 billion | 5,424 |
| 18 | North Star Investment Management Corporation | SEC | $2.5 billion | 2,643 |
| 19 | Bankers Life Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.5 billion | 18,608 |
| 20 | Vestor Capital, LLC | SEC | $2.3 billion | 3,753 |
| 21 | Zuckerman Investment Group | SEC | $2.2 billion | 1,463 |
| 22 | Doyenne Wealth Advisors | SEC | $2.0 billion | 740 |
| 23 | Keebeck Wealth Management | SEC | $2.0 billion | 736 |
| 24 | Northern Trust Securities, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.7 billion | 2,605 |
| 25 | Pekin Hardy Strauss, Inc. | SEC | $1.6 billion | 1,941 |
| 26 | Urban Financial Advisory Corporation | SEC | $1.5 billion | 1,060 |
| 27 | Mediqus Asset Advisors, Inc. | SEC | $1.5 billion | 1,596 |
| 28 | Fourstar Wealth Advisors, LLC | SEC | $1.4 billion | 3,691 |
| 29 | Savoie Capital LLC | SEC | $1.3 billion | 20 |
| 30 | Lake Street | SEC | $1.2 billion | 2,012 |
| 31 | Riverbend Capital Advisors, LLC | SEC | $1.1 billion | 239 |
| 32 | Cohen Capital | SEC | $1.1 billion | 1,478 |
| 33 | Burling Wealth Partners | SEC | $1.0 billion | 922 |
| 34 | Intertide Partners | SEC | $971.4 million | 301 |
| 35 | The Mosaic Financial Group, LLC | SEC | $948.7 million | 596 |
| 36 | Financial Solutions Advisory Group | SEC | $935.0 million | 360 |
| 37 | Riverpoint Wealth Management | SEC | $906.2 million | 1,060 |
| 38 | Studio Investment Management | SEC | $903.0 million | 961 |
| 39 | Centric Wealth Management, LLC | SEC | $792.9 million | 1,590 |
| 40 | Factor Wealth Management | SEC | $781.0 million | 880 |
| 41 | Hemsley Advisors, Ltd. | SEC | $638.1 million | 745 |
| 42 | Oak Family Advisors, LLC | SEC | $621.0 million | 853 |
| 43 | Tallwoods Partners, LLC | SEC | $569.4 million | 20 |
| 44 | Matrix Private Capital Group | SEC | $561.0 million | 827 |
| 45 | Fountainhead Financial, LLC | SEC | $543.2 million | 100 |
| 46 | Xxi Wealth, LLC | SEC | $531.5 million | 380 |
| 47 | Santa Barbara Management | SEC | $530.2 million | 267 |
| 48 | Cura Wealth Advisors, LLC | SEC | $527.7 million | 701 |
| 49 | Taiko Private Wealth | SEC | $514.8 million | 58 |
| 50 | Altman Advisors | SEC | $483.4 million | 553 |
| 51 | Cypress Capital Partners, LLC | SEC | $464.4 million | 53 |
| 52 | Bard Associates Inc | SEC | $416.2 million | 388 |
| 53 | Arena Private Wealth | SEC | $404.7 million | 613 |
| 54 | LCM Capital Management Inc | SEC | $403.0 million | 982 |
| 55 | RCM Wealth Advisors | SEC | $388.8 million | 1,123 |
| 56 | Chicago Wealth Management, Inc. | SEC | $365.7 million | 1,037 |
| 57 | Wavvest Wealth | SEC | $339.9 million | 144 |
| 58 | Aza Capital Management | SEC | $339.6 million | 839 |
| 59 | New England Research & Management, Inc. | SEC | $337.1 million | 408 |
| 60 | Cogent Strategic Wealth LLC | SEC | $336.0 million | 446 |
| 61 | Benchmark Investment Advisors LLC | SEC | $329.2 million | 126 |
| 62 | CTS Financial Planning, Inc. | SEC | $313.9 million | 732 |
| 63 | Horizon Family Wealth, Inc. | SEC | $278.8 million | 418 |
| 64 | Kai Wealth LLC | SEC | $275.2 million | 23 |
| 65 | Greenstone Belt Wealth Advisors, LLC | SEC | $260.1 million | 337 |
| 66 | 103 Advisory Group | SEC | $257.2 million | 89 |
| 67 | Mentor Capital Management Inc. | SEC | $226.4 million | 1,248 |
| 68 | Stride Investments, LLC | SEC | $200.9 million | 1,522 |
| 69 | Hummer Financial Advisory Services Inc | SEC | $196.1 million | 37 |
| 70 | MWS Capital Consultants LLC | SEC | $193.7 million | 449 |
| 71 | Signet Private Wealth, LLC | SEC | $189.7 million | 283 |
| 72 | Kuhn & Company Investment Counsel, LLC | SEC | $182.7 million | 187 |
| 73 | Expressive Wealth LLC | SEC | $165.2 million | 468 |
| 74 | Steward Advisors, LLC | SEC | $160.7 million | 354 |
| 75 | Kruse Asset Management, LLC | SEC | $146.2 million | 519 |
| 76 | Vertis Wealth, LLC | SEC | $140.7 million | 2,160 |
| 77 | Fortis Portfolio Solutions, LLC | SEC | $140.0 million | 276 |
| 78 | Mark Bell Advisory Services, Inc. | SEC | $138.2 million | 90 |
| 79 | Blue Line Capital | SEC | $131.9 million | 348 |
| 80 | Versatile Capital Management L.L.C. | SEC | $130.1 million | 88 |
| 81 | K2 Wealth Management LLC | SEC | $120.0 million | 370 |
| 82 | Yunistone Investment Group, LLC | SEC | $119.5 million | 66 |
| 83 | 1102 Partners, LLC | SEC | $114.5 million | 69 |
| 84 | Amc Wealth Management, LLC | State | $111.0 million | 256 |
| 85 | Midway Capital Research & Management LLC | SEC | $110.4 million | 144 |
| 86 | Ggcfo Advisors | State | $100.6 million | 47 |
| 87 | Emberhouse, LLC | State | $92.0 million | 166 |
| 88 | Rebellion Asset Management, LLC | State | $91.8 million | 150 |
| 89 | Bayworth Capital | State | $90.6 million | 195 |
| 90 | Quincy Wells Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $87.3 million | 406 |
| 91 | Composure Wealth Management, LLC | State | $82.7 million | 167 |
| 92 | March Capital Corp. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $82.4 million | 4 |
| 93 | CJW Capital, LLC | State | $80.7 million | 424 |
| 94 | Herr Capital Management LLC | State | $79.3 million | 333 |
| 95 | Taos Investment Advisors, LLC | State | $78.9 million | 116 |
| 96 | The Change Advisory Group, LLC | State | $74.9 million | 64 |
| 97 | Ventoux Financial Advisors, LLC | State | $67.9 million | 125 |
| 98 | Peak Wealth Planning, LLC | State | $66.1 million | 78 |
| 99 | Winiecki Wealth Management | State | $64.4 million | 113 |
| 100 | Sankota Capital LLC | State | $57.4 million | 35 |
Showing the 100 largest of 213 firms. Search by name to find another.
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.