City
Wealth management firms in Libertyville, Illinois
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Libertyville, Illinois reported $2.0 billion in regulatory assets under management; the largest by assets was Inspirion Wealth Advisors, LLC, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $2.0 billion
- Average per firm
- $330.8 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Inspirion Wealth Advisors, LLC | SEC | $1.4 billion | 2,687 |
| 2 | Patrick M. Sweeney & Associates, Inc | SEC | $252.5 million | 305 |
| 3 | Prism Planning Partners | SEC | $241.5 million | 482 |
| 4 | Optimum Retirement Planning LLC | State | $85.4 million | 166 |
| 5 | Encompass Wealth Management LLC | State | $11.1 million | 16 |
| 6 | Knight Investment Planning, 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.