City
Independent RIAs in Evanston, Illinois
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Evanston, Illinois reported $1.1 billion in regulatory assets under management; the largest by assets was Zimmerman Wealth Management, LLC, with $472.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $90.0 million
- SEC-registered, of those listed
- 4 of 12 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Zimmerman Wealth Management, LLC | SEC | $472.4 million | 225 |
| 2 | Seed Wealth Management, Inc. | SEC | $188.8 million | 34 |
| 3 | Blue Sky Investment Partners, Inc. | SEC | $118.0 million | 62 |
| 4 | Bondurant Investment Advisory, LLC | SEC | $111.1 million | 137 |
| 5 | I2I Analytics, LLC | State | $90.2 million | 105 |
| 6 | Defender Asset Management LLC | State | $38.1 million | 36 |
| 7 | Jac Wealth Management Services, LLC | State | $26.4 million | 84 |
| 8 | Haven Financial Solutions, Inc | State | $15.0 million | 7 |
| 9 | Foresight Strategic Partners, LLC | State | $13.1 million | 28 |
| 10 | Pinnacle Planning Advisors, LLC | State | $5.0 million | 18 |
| 11 | Grosse Point Capital Management | State | $1.5 million | 11 |
| 12 | Appleby Advisory LLC | State | $0 | 0 |
Independent RIAs 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.