City
Wealth management firms in Highland Park, Illinois
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Highland Park, Illinois reported $2.6 billion in regulatory assets under management; the largest by assets was Fort Sheridan Advisors LLC, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $322.4 million
- SEC-registered, of those listed
- 4 of 8 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fort Sheridan Advisors LLC | SEC | $1.0 billion | 1,174 |
| 2 | New Vernon Wealth Management LLC | SEC | $781.0 million | 443 |
| 3 | Walled Lake Planning & Wealth Management, LLC | SEC | $732.2 million | 2,161 |
| 4 | Vodicka Group, Inc. | State | $18.1 million | 74 |
| 5 | DA Wealth Advisors | State | $8.7 million | 16 |
| 6 | Insight Securities, 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 | $4.4 million | 12 |
| 7 | Checkpoint Financial Planning | State | $0 | 0 |
| 8 | US Advanced Computing Infrastructure, Inc. | 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.