City
Independent RIAs in Lisle, Illinois
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Lisle, Illinois reported $996.7 million in regulatory assets under management; the largest by assets was Vantage Point Financial, LLC, with $484.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $996.7 million
- Average per firm
- $142.4 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Vantage Point Financial, LLC | SEC | $484.6 million | 1,683 |
| 2 | Sebold Capital Management, Inc | SEC | $364.3 million | 889 |
| 3 | Asset Strategies, Inc | State | $59.7 million | 191 |
| 4 | Guardian Rock Wealth Investment Management, Inc. | State | $47.0 million | 224 |
| 5 | Blackwatch Financial Group, LLC | State | $28.3 million | 61 |
| 6 | Momentum Fintech LLC | State | $7.3 million | 41 |
| 7 | Integrity Wealth Management, LLC | State | $5.5 million | 5 |
Independent RIAs 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.