City
Wealth management firms in Glenview, Illinois
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Glenview, Illinois reported $1.3 billion in regulatory assets under management; the largest by assets was Coyle, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $109.8 million
- SEC-registered, of those listed
- 2 of 12 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Coyle | SEC | $1.0 billion | 2,270 |
| 2 | Regal Advisory Services, Inc. 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 | $121.4 million | 274 |
| 3 | Merino Wealth Management | State | $47.2 million | 399 |
| 4 | Blue Bison Investments | State | $21.5 million | 178 |
| 5 | Echo Prudent Capital LLC | State | $20.4 million | 17 |
| 6 | Blueview Investment LLC | State | $20.0 million | 46 |
| 7 | Cenacle Capital Management, LLC | State | $20.0 million | 130 |
| 8 | Breakout Private Wealth LLC | State | $11.6 million | 36 |
| 9 | VU Financial Services, Inc | State | $3.5 million | 9 |
| 10 | JDN Financial LLC | State | $1.1 million | 6 |
| 11 | Reserve Fund Advisers | State | $1.0 million | 8 |
| 12 | Threshold Wealth Advisors 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.