City
Independent RIAs in Glenview, Illinois
As of October 2, 2026, 11 independent wealth management RIAs with their main office in Glenview, Illinois reported $1.2 billion in regulatory assets under management; the largest by assets was Coyle, with $1.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 11
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $108.7 million
- SEC-registered, of those listed
- 1 of 11 (9.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Coyle | SEC | $1.0 billion | 2,270 |
| 2 | Merino Wealth Management | State | $47.2 million | 399 |
| 3 | Blue Bison Investments | State | $21.5 million | 178 |
| 4 | Echo Prudent Capital LLC | State | $20.4 million | 17 |
| 5 | Blueview Investment LLC | State | $20.0 million | 46 |
| 6 | Cenacle Capital Management, LLC | State | $20.0 million | 130 |
| 7 | Breakout Private Wealth LLC | State | $11.6 million | 36 |
| 8 | VU Financial Services, Inc | State | $3.5 million | 9 |
| 9 | JDN Financial LLC | State | $1.1 million | 6 |
| 10 | Reserve Fund Advisers | State | $1.0 million | 8 |
| 11 | Threshold Wealth Advisors 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.