City
Wealth management firms in Evanston, Illinois
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Evanston, Illinois reported $2.6 billion in regulatory assets under management; the largest by assets was Romano Wealth Management, with $1.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $201.5 million
- SEC-registered, of those listed
- 5 of 13 (38.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Romano Wealth Management 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 | $1.5 billion | 2,078 |
| 2 | Zimmerman Wealth Management, LLC | SEC | $472.4 million | 225 |
| 3 | Seed Wealth Management, Inc. | SEC | $188.8 million | 34 |
| 4 | Blue Sky Investment Partners, Inc. | SEC | $118.0 million | 62 |
| 5 | Bondurant Investment Advisory, LLC | SEC | $111.1 million | 137 |
| 6 | I2I Analytics, LLC | State | $90.2 million | 105 |
| 7 | Defender Asset Management LLC | State | $38.1 million | 36 |
| 8 | Jac Wealth Management Services, LLC | State | $26.4 million | 84 |
| 9 | Haven Financial Solutions, Inc | State | $15.0 million | 7 |
| 10 | Foresight Strategic Partners, LLC | State | $13.1 million | 28 |
| 11 | Pinnacle Planning Advisors, LLC | State | $5.0 million | 18 |
| 12 | Grosse Point Capital Management | State | $1.5 million | 11 |
| 13 | Appleby Advisory 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.