City
Wealth management firms in Frankfort, Illinois
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Frankfort, Illinois reported $1.4 billion in regulatory assets under management; the largest by assets was Providence Wealth Advisors, LLC, with $684.4 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
- $279.9 million
- SEC-registered, of those listed
- 4 of 5 (80.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Providence Wealth Advisors, LLC | SEC | $684.4 million | 1,384 |
| 2 | Latko Wealth Management, Ltd. | SEC | $327.2 million | 1,134 |
| 3 | Prairieview Wealth & Tax Advisors | SEC | $207.5 million | 882 |
| 4 | McDonnell Capital Management | SEC | $166.7 million | 467 |
| 5 | Long Run Financial, Ltd | State | $14.0 million | 44 |
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.