City
Wealth management firms in Glen Ellyn, Illinois
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Glen Ellyn, Illinois reported $363.5 million in regulatory assets under management; the largest by assets was Laureate Wealth Management, LLC, with $121.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $363.5 million
- Average per firm
- $51.9 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Laureate Wealth Management, LLC | SEC | $121.9 million | 117 |
| 2 | Cedar Capital, LLC | State | $93.3 million | 234 |
| 3 | 4D Financial Advisors, LLC | State | $66.4 million | 210 |
| 4 | CB3 Financial Group, Inc. | State | $29.5 million | 35 |
| 5 | North Forty Investment Advisors LLC | State | $27.9 million | 61 |
| 6 | Azalea Wealth Management LLC | State | $14.8 million | 75 |
| 7 | SMR Strategic Investments, LLC | State | $9.7 million | 34 |
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.