City
Wealth management firms in Lincolnshire, Illinois
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Lincolnshire, Illinois reported $2.0 billion in regulatory assets under management; the largest by assets was Dream Capital Advisors, LLC, with $695.3 million.
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
- $340.6 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Dream Capital Advisors, LLC | SEC | $695.3 million | 84 |
| 2 | Hedeker Wealth LLC | SEC | $595.1 million | 768 |
| 3 | Mowery & Schoenfeld Wealth Management, LLC | SEC | $524.4 million | 799 |
| 4 | Mosaic FI LLC | SEC | $112.8 million | 253 |
| 5 | Wealth Management Associates, Inc. | State | $78.8 million | 47 |
| 6 | Dukes Lane Investments LLC | State | $37.1 million | 71 |
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.