# Independent RIAs in Illinois

As of October 2, 2026, 842 independent wealth management RIAs based in Illinois reported $622.3 billion in regulatory assets under management; the largest by assets was Hightower Advisors, LLC, with $198.6 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/illinois/

## Facts

- state: Illinois
- code: IL
- population: Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 885343, firms: 842, median_raum: 78754210.5, raum: 622316417706, advisory_employees: 5024, avg_account: 702909.965635917, band_100m_250m: 132, band_100m_250m_raum: 21352973001, band_10b_plus: 7, band_10b_plus_raum: 390038928395, band_1b_5b: 39, band_1b_5b_raum: 76635801209, band_250m_500m: 79, band_250m_500m_raum: 28253961148, band_500m_1b: 53, band_500m_1b_raum: 37814418150, band_5b_10b: 8, band_5b_10b_raum: 56396453996, band_lt100m: 386, band_lt100m_raum: 11823881807, bd_affiliated_share: 0.0201900237529691, cfp_professionals: 1693, clients: 364487, custody_share: 0.251781472684086, employees: 8425, fee_aum_pct_share: 0.916864608076009, fee_commissions_share: 0.0558194774346793, fee_fixed_share: 0.611638954869359, fee_hourly_share: 0.509501187648456, fee_other_share: 0.0736342042755344, fee_performance_share: 0.0534441805225653, fee_subscription_share: 0.0106888361045131, financial_planning_share: 0.78978622327791, firms_with_raum: 704, iars: 5393, mean_raum: 883972184.241477, new_firms: 89, p25_raum: 20000000, p75_raum: 275126105.25, p90_raum: 780452454.5, raum_discretionary: 576927451043, top100_share: 0.895365064641822, top10_share: 0.668453578554833, independent_sec: accounts: 843416, firms: 321, median_raum: 322660124.5, raum: 609479464898, advisory_employees: 4358, avg_account: 722632.087721836, band_100m_250m: 122, band_100m_250m_raum: 20216837451, band_10b_plus: 7, band_10b_plus_raum: 390038928395, band_1b_5b: 39, band_1b_5b_raum: 76635801209, band_250m_500m: 79, band_250m_500m_raum: 28253961148, band_500m_1b: 53, band_500m_1b_raum: 37814418150, band_5b_10b: 8, band_5b_10b_raum: 56396453996, band_lt100m: 6, band_lt100m_raum: 123064549, bd_affiliated_share: 0.0373831775700935, cfp_professionals: 1490, clients: 334446, custody_share: 0.523364485981308, employees: 7664, fee_aum_pct_share: 0.978193146417445, fee_commissions_share: 0.0654205607476635, fee_fixed_share: 0.697819314641745, fee_hourly_share: 0.495327102803738, fee_other_share: 0.0872274143302181, fee_performance_share: 0.0716510903426791, fee_subscription_share: 0.0124610591900312, financial_planning_share: 0.847352024922118, firms_with_raum: 314, iars: 4693, mean_raum: 1941017404.13376, new_firms: 39, p25_raum: 174252054.75, p75_raum: 725560847.75, p90_raum: 1534204126.5, raum_discretionary: 565524772994, raum_growth_1y: 0.0860874793388862, successions: 0, top100_share: 0.914223385131197, top10_share: 0.682532653464573, state: accounts: 41927, firms: 521, median_raum: 23675709.5, raum: 12836952808, advisory_employees: 666, avg_account: 306173.892909104, band_100m_250m: 10, band_100m_250m_raum: 1136135550, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 380, band_lt100m_raum: 11700817258, bd_affiliated_share: 0.00959692898272553, cfp_professionals: 203, clients: 30041, custody_share: 0.0844529750479846, employees: 761, fee_aum_pct_share: 0.879078694817658, fee_commissions_share: 0.0499040307101727, fee_fixed_share: 0.558541266794626, fee_hourly_share: 0.518234165067178, fee_other_share: 0.0652591170825336, fee_performance_share: 0.0422264875239923, fee_subscription_share: 0.00959692898272553, financial_planning_share: 0.754318618042226, firms_with_raum: 390, iars: 700, mean_raum: 32915263.6102564, new_firms: 50, p25_raum: 9678325, p75_raum: 49825952, p90_raum: 79849807.3, raum_discretionary: 11402678049, top100_share: 0.587389466236947, top10_share: 0.0885050811507198
- broker_dealer_affiliated_not_included: firms: 43, raum: 438680758920
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 223; as_of: 2019-10-01, value: 220; as_of: 2020-10-01, value: 233; as_of: 2021-10-04, value: 248; as_of: 2022-10-03, value: 261; as_of: 2023-10-05, value: 256; as_of: 2024-10-01, value: 267; as_of: 2025-09-02, value: 279; as_of: 2026-10-02, value: 321, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 191904736331; as_of: 2019-10-01, value: 186187843871; as_of: 2020-10-01, value: 222999151320; as_of: 2021-10-04, value: 317155794753; as_of: 2022-10-03, value: 385150723424; as_of: 2023-10-05, value: 375702281838; as_of: 2024-10-01, value: 428598358740; as_of: 2025-09-02, value: 561169773607; as_of: 2026-10-02, value: 609479464898, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 290212; as_of: 2019-10-01, value: 358791; as_of: 2020-10-01, value: 432877; as_of: 2021-10-04, value: 687732; as_of: 2022-10-03, value: 671779; as_of: 2023-10-05, value: 709439; as_of: 2024-10-01, value: 629676; as_of: 2025-09-02, value: 904571; as_of: 2026-10-02, value: 843416, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 261983221; as_of: 2019-10-01, value: 239729891; as_of: 2020-10-01, value: 264537751; as_of: 2021-10-04, value: 300254772; as_of: 2022-10-03, value: 306142535.5; as_of: 2023-10-05, value: 266419000; as_of: 2024-10-01, value: 285827907; as_of: 2025-09-02, value: 315010991; as_of: 2026-10-02, value: 322660124.5
- top_10: largest: rank: 1, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, value: 198577009283; rank: 2, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, value: 78936263960; rank: 3, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 55607787559; rank: 4, crd: 111221, firm: Choreo, LLC, city: Rockford, value: 19138746524; rank: 5, crd: 156005, firm: The Mather Group, LLC, city: Chicago, value: 13446388872; rank: 6, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, value: 12750129748; rank: 7, crd: 134249, firm: Curi Capital, LLC, city: Chicago, value: 11582602449; rank: 8, crd: 120642, firm: Altair Advisers, LLC, city: Chicago, value: 9759855198; rank: 9, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, value: 8690717334; rank: 10, crd: 110302, firm: JMG Financial Group Ltd, city: Downers Grove, value: 7500135482, fastest-growing: rank: 1, crd: 326880, firm: Lucas Group Financial Advisors, LLC, city: Freeport, value: 1.85528305503939; rank: 2, crd: 332302, firm: Arena Private Wealth, city: Chicago, value: 1.75181385548067; rank: 3, crd: 330796, firm: Xxi Wealth, LLC, city: Chicago, value: 1.62214394422589; rank: 4, crd: 332136, firm: Kai Wealth LLC, city: Chicago, value: 1.54792497222222; rank: 5, crd: 334801, firm: Santa Barbara Management, city: Chicago, value: 1.04579692606437; rank: 6, crd: 318657, firm: Vestgen Advisors, LLC, city: Chicago, value: 0.920751098917211; rank: 7, crd: 158023, firm: SGL Financial, LLC, city: Buffalo Grove, value: 0.903223248160675; rank: 8, crd: 148557, firm: Financial Elements, Inc, city: Rolling Meadows, value: 0.885743152684663; rank: 9, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 0.875620627990157; rank: 10, crd: 168865, firm: Tallwoods Partners, LLC, city: Chicago, value: 0.832695758050657, fastest-growing-3-year: rank: 1, crd: 325089, firm: Stenger Family Office, LLC, city: Naperville, value: 0.594692895538445; rank: 2, crd: 306903, firm: Creekmur Asset Management, LLC, city: Morton, value: 0.472031948382677; rank: 3, crd: 317036, firm: Lester Financial Group, LLC, city: Champaign, value: 0.440311744192683; rank: 4, crd: 159390, firm: Harvest Investment Services, LLC, city: Oakbrook Terrace, value: 0.439477599647493; rank: 5, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 0.437534020382061; rank: 6, crd: 118366, firm: Mowery & Schoenfeld Wealth Management, LLC, city: Lincolnshire, value: 0.422400233139743; rank: 7, crd: 300019, firm: Meredith Wealth Planning, city: Maryville, value: 0.402611435673987; rank: 8, crd: 298079, firm: Aaron Wealth Advisors, city: Chicago, value: 0.392106868339191; rank: 9, crd: 305016, firm: Vantage Point Financial, LLC, city: Lisle, value: 0.386610537455182; rank: 10, crd: 151139, firm: Fort Sheridan Advisors LLC, city: Highland Park, value: 0.361768174036959, fastest-growing-5-year: rank: 1, crd: 298079, firm: Aaron Wealth Advisors, city: Chicago, value: 0.465578459450738; rank: 2, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, value: 0.413761229396841; rank: 3, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 0.400587631649503; rank: 4, crd: 168998, firm: Evergreen Wealth, city: Springfield, value: 0.349186006866139; rank: 5, crd: 310744, firm: The Invictus Collective, LLC, city: Park Ridge, value: 0.340279142370321; rank: 6, crd: 222520, firm: Goldstone Financial Group, LLC, city: Oakbrook Terrace, value: 0.33323004708487; rank: 7, crd: 306903, firm: Creekmur Asset Management, LLC, city: Morton, value: 0.322930471419104; rank: 8, crd: 300019, firm: Meredith Wealth Planning, city: Maryville, value: 0.315338502660838; rank: 9, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, value: 0.291535055828222; rank: 10, crd: 306195, firm: Highview Capital Management, LLC, city: Buffalo Grove, value: 0.280151263803476, biggest-asset-gains: rank: 1, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, value: 33787537732; rank: 2, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 25960114288; rank: 3, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, value: 8557841554; rank: 4, crd: 318657, firm: Vestgen Advisors, LLC, city: Chicago, value: 3195291840; rank: 5, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, value: 2340991840; rank: 6, crd: 134249, firm: Curi Capital, LLC, city: Chicago, value: 1751921534; rank: 7, crd: 156005, firm: The Mather Group, LLC, city: Chicago, value: 1736350856; rank: 8, crd: 298079, firm: Aaron Wealth Advisors, city: Chicago, value: 1681267304; rank: 9, crd: 147662, firm: Chicago Partners Investment Group LLC, city: Chicago, value: 1510682841; rank: 10, crd: 143490, firm: Calamos Wealth Management LLC, city: Naperville, value: 1384463496, most-clients: rank: 1, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, value: 64535; rank: 2, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, value: 54880; rank: 3, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 24204; rank: 4, crd: 318657, firm: Vestgen Advisors, LLC, city: Chicago, value: 22790; rank: 5, crd: 316636, firm: Highpoint Planning Partners, city: Downers Grove, value: 10348; rank: 6, crd: 111221, firm: Choreo, LLC, city: Rockford, value: 7135; rank: 7, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, value: 5996; rank: 8, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, value: 4924; rank: 9, crd: 156005, firm: The Mather Group, LLC, city: Chicago, value: 4774; rank: 10, crd: 143490, firm: Calamos Wealth Management LLC, city: Naperville, value: 4308, client-growth: rank: 1, crd: 326880, firm: Lucas Group Financial Advisors, LLC, city: Freeport, value: 1.55357142857143; rank: 2, crd: 318657, firm: Vestgen Advisors, LLC, city: Chicago, value: 1.41087485454353; rank: 3, crd: 156037, firm: Quantum Capital Investments, Inc., city: River Forest, value: 1.18181818181818; rank: 4, crd: 111578, firm: Chesley, Taft & Associates, LLC, city: Chicago, value: 0.628205128205128; rank: 5, crd: 284020, firm: Fra Wealth Management LLC, city: O'Fallon, value: 0.602112676056338; rank: 6, crd: 307977, firm: Parkview Asset Management, Inc., city: Oakbrook Terrace, value: 0.598214285714286; rank: 7, crd: 146036, firm: Main Street Investment Advisors, LLC, city: Northbrook, value: 0.587155963302752; rank: 8, crd: 147376, firm: American Community Wealth Management, LLC, city: Crystal Lake, value: 0.558912386706949; rank: 9, crd: 123037, firm: Timothy Financial Counsel, Inc., city: Wheaton, value: 0.525757575757576; rank: 10, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 0.519874411302983, most-accounts: rank: 1, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, value: 220222; rank: 2, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, value: 81900; rank: 3, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 81840; rank: 4, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, value: 32894; rank: 5, crd: 111221, firm: Choreo, LLC, city: Rockford, value: 24999; rank: 6, crd: 318657, firm: Vestgen Advisors, LLC, city: Chicago, value: 22790; rank: 7, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, value: 19838; rank: 8, crd: 134249, firm: Curi Capital, LLC, city: Chicago, value: 16939; rank: 9, crd: 316636, firm: Highpoint Planning Partners, city: Downers Grove, value: 15742; rank: 10, crd: 156005, firm: The Mather Group, LLC, city: Chicago, value: 15200, most-advisory-staff: rank: 1, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, value: 953; rank: 2, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, value: 320; rank: 3, crd: 137658, firm: Brookstone Wealth Advisors, LLC, city: Wheaton, value: 247; rank: 4, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 238; rank: 5, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, value: 187; rank: 6, crd: 134249, firm: Curi Capital, LLC, city: Chicago, value: 106; rank: 7, crd: 316636, firm: Highpoint Planning Partners, city: Downers Grove, value: 102; rank: 8, crd: 111221, firm: Choreo, LLC, city: Rockford, value: 97; rank: 8, crd: 156005, firm: The Mather Group, LLC, city: Chicago, value: 97; rank: 10, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, value: 94, most-hnw-clients: rank: 1, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, value: 29177; rank: 2, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 6562; rank: 3, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, value: 4860; rank: 4, crd: 111221, firm: Choreo, LLC, city: Rockford, value: 4392; rank: 5, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, value: 3667; rank: 6, crd: 316636, firm: Highpoint Planning Partners, city: Downers Grove, value: 3304; rank: 7, crd: 143490, firm: Calamos Wealth Management LLC, city: Naperville, value: 3141; rank: 8, crd: 156005, firm: The Mather Group, LLC, city: Chicago, value: 2876; rank: 9, crd: 147662, firm: Chicago Partners Investment Group LLC, city: Chicago, value: 1749; rank: 10, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, value: 1719, most-cfp-professionals: rank: 1, crd: 145323, firm: Hightower Advisors, LLC, city: Chicago, value: 307; rank: 2, crd: 107271, firm: Savant Wealth Management, city: Rockford, value: 243; rank: 3, crd: 111221, firm: Choreo, LLC, city: Rockford, value: 62; rank: 4, crd: 156005, firm: The Mather Group, LLC, city: Chicago, value: 58; rank: 5, crd: 288566, firm: Cresset Asset Management, LLC, city: Chicago, value: 50; rank: 6, crd: 145706, firm: Forum Financial Management, LP, city: Lombard, value: 46; rank: 7, crd: 110302, firm: JMG Financial Group Ltd, city: Downers Grove, value: 42; rank: 7, crd: 134249, firm: Curi Capital, LLC, city: Chicago, value: 42; rank: 9, crd: 316636, firm: Highpoint Planning Partners, city: Downers Grove, value: 38; rank: 10, crd: 141413, firm: Brookstone Capital Management LLC, city: Wheaton, value: 33, newest: rank: 1, crd: 339112, firm: Cohen Capital, city: Chicago, value: 1100714851; rank: 2, crd: 341913, firm: Intentgen Financial Partners, city: Naperville, value: 756604853; rank: 3, crd: 341748, firm: Lifewise Wealth Advisors, city: Champaign, value: 491909807; rank: 4, crd: 338394, firm: Rail-Splitter Capital Management LLC, city: Winnetka, value: 484088810; rank: 5, crd: 337459, firm: 15 Wealth Advisors LLC, city: Mundelein, value: 481483347; rank: 6, crd: 339818, firm: Tenet Wealth Partners, LLC, city: Champaign, value: 246867155; rank: 7, crd: 338738, firm: KRM Financial Planning & Wealth Management, LLC, city: St. Charles, value: 211482938; rank: 8, crd: 168727, firm: Kuhn Wealth Management Inc., city: Schaumburg, value: 150822928; rank: 9, crd: 312523, firm: Pva Financial, LLC, city: Oak Brook, value: 136853656; rank: 10, crd: 304024, firm: Blue Line Capital, city: Chicago, value: 131917783
- cities: name: Chicago, independent_rias: 198, raum: 388420774343, url: https://advisoriq.com/ria/states/illinois/chicago/; name: Rockford, independent_rias: 5, raum: 75431090638, url: https://advisoriq.com/ria/states/illinois/rockford/; name: Downers Grove, independent_rias: 15, raum: 19191777301, url: https://advisoriq.com/ria/states/illinois/downers-grove/; name: Wheaton, independent_rias: 13, raum: 13454706001, url: https://advisoriq.com/ria/states/illinois/wheaton/; name: Naperville, independent_rias: 43, raum: 12372634870, url: https://advisoriq.com/ria/states/illinois/naperville/; name: Lake Forest, independent_rias: 12, raum: 8193491539, url: https://advisoriq.com/ria/states/illinois/lake-forest/; name: Peoria, independent_rias: 8, raum: 5985924016, url: https://advisoriq.com/ria/states/illinois/peoria/; name: Deerfield, independent_rias: 12, raum: 5498791134, url: https://advisoriq.com/ria/states/illinois/deerfield/; name: Champaign, independent_rias: 13, raum: 5234800652, url: https://advisoriq.com/ria/states/illinois/champaign/; name: Northbrook, independent_rias: 26, raum: 4602244922, url: https://advisoriq.com/ria/states/illinois/northbrook/; name: Hinsdale, independent_rias: 7, raum: 4558862512, url: https://advisoriq.com/ria/states/illinois/hinsdale/; name: Springfield, independent_rias: 9, raum: 4420599210, url: https://advisoriq.com/ria/states/illinois/springfield/; name: Oak Brook, independent_rias: 21, raum: 3247111383, url: https://advisoriq.com/ria/states/illinois/oak-brook/; name: Highland Park, independent_rias: 7, raum: 2574745349, url: https://advisoriq.com/ria/states/illinois/highland-park/; name: Oakbrook Terrace, independent_rias: 6, raum: 2545246302, url: https://advisoriq.com/ria/states/illinois/oakbrook-terrace/; name: Northfield, independent_rias: 13, raum: 2155719694, url: https://advisoriq.com/ria/states/illinois/northfield/; name: Lincolnshire, independent_rias: 6, raum: 2043469243, url: https://advisoriq.com/ria/states/illinois/lincolnshire/; name: Hoffman Estates, independent_rias: 7, raum: 2014281171, url: https://advisoriq.com/ria/states/illinois/hoffman-estates/; name: Libertyville, independent_rias: 6, raum: 1984881512, url: https://advisoriq.com/ria/states/illinois/libertyville/; name: Winnetka, independent_rias: 12, raum: 1940907610, url: https://advisoriq.com/ria/states/illinois/winnetka/; name: Burr Ridge, independent_rias: 8, raum: 1825627426, url: https://advisoriq.com/ria/states/illinois/burr-ridge/; name: Barrington, independent_rias: 12, raum: 1757813063, url: https://advisoriq.com/ria/states/illinois/barrington/; name: St. Charles, independent_rias: 9, raum: 1465314791, url: https://advisoriq.com/ria/states/illinois/st-charles/; name: Frankfort, independent_rias: 5, raum: 1399700057, url: https://advisoriq.com/ria/states/illinois/frankfort/; name: Buffalo Grove, independent_rias: 5, raum: 1379732796, url: https://advisoriq.com/ria/states/illinois/buffalo-grove/; name: Geneva, independent_rias: 9, raum: 1224446371, url: https://advisoriq.com/ria/states/illinois/geneva/; name: Orland Park, independent_rias: 11, raum: 1214373046, url: https://advisoriq.com/ria/states/illinois/orland-park/; name: Glenview, independent_rias: 11, raum: 1195797251, url: https://advisoriq.com/ria/states/illinois/glenview/; name: Skokie, independent_rias: 7, raum: 1135216240, url: https://advisoriq.com/ria/states/illinois/skokie/; name: Arlington Heights, independent_rias: 12, raum: 1131214485, url: https://advisoriq.com/ria/states/illinois/arlington-heights/; name: Evanston, independent_rias: 12, raum: 1079631023, url: https://advisoriq.com/ria/states/illinois/evanston/; name: Lisle, independent_rias: 7, raum: 996737136, url: https://advisoriq.com/ria/states/illinois/lisle/; name: Western Springs, independent_rias: 6, raum: 977137936, url: https://advisoriq.com/ria/states/illinois/western-springs/; name: Elmhurst, independent_rias: 5, raum: 874349545, url: https://advisoriq.com/ria/states/illinois/elmhurst/; name: Wilmette, independent_rias: 8, raum: 845608377, url: https://advisoriq.com/ria/states/illinois/wilmette/; name: Oak Park, independent_rias: 12, raum: 562744294, url: https://advisoriq.com/ria/states/illinois/oak-park/; name: Schaumburg, independent_rias: 7, raum: 558619245, url: https://advisoriq.com/ria/states/illinois/schaumburg/; name: Palatine, independent_rias: 11, raum: 529891564, url: https://advisoriq.com/ria/states/illinois/palatine/; name: Bloomington, independent_rias: 5, raum: 434353409, url: https://advisoriq.com/ria/states/illinois/bloomington/; name: Glen Ellyn, independent_rias: 7, raum: 363455733, url: https://advisoriq.com/ria/states/illinois/glen-ellyn/
- iar_ce_status: in effect

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Illinois](https://advisoriq.com/ria/rankings/largest/illinois/)
- [Fastest-growing independent RIAs over one year in Illinois](https://advisoriq.com/ria/rankings/fastest-growing/illinois/)
- [Fastest-growing independent RIAs over three years in Illinois](https://advisoriq.com/ria/rankings/fastest-growing-3-year/illinois/)
- [Fastest-growing independent RIAs over five years in Illinois](https://advisoriq.com/ria/rankings/fastest-growing-5-year/illinois/)
- [IAR CE in Illinois](https://advisoriq.com/ce/iar/illinois/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/illinois/

License: https://advisoriq.com/license/
