City
Wealth management firms in Geneva, Illinois
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Geneva, Illinois reported $1.2 billion in regulatory assets under management; the largest by assets was Leelyn Smith, LLC, with $852.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $136.0 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Leelyn Smith, LLC | SEC | $852.3 million | 1,659 |
| 2 | Blue Haven Capital, LLC | SEC | $121.5 million | 376 |
| 3 | KDM Wealth Management Inc. | SEC | $112.2 million | 538 |
| 4 | Lenity Financial, Inc. | State | $87.2 million | 62 |
| 5 | Long Planning, LLC | State | $18.2 million | 197 |
| 6 | Patrick Capital Management | State | $13.9 million | 50 |
| 7 | Rhodo Wealth Management LLC | State | $12.2 million | 91 |
| 8 | Geneva Financial Group LLC | State | $7.0 million | 32 |
| 9 | Highline Financial 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.