City
Wealth management firms in Lisle, Illinois
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Lisle, Illinois reported $1.1 billion in regulatory assets under management; the largest by assets was Vantage Point Financial, LLC, with $484.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $141.5 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
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 | Chicago Capital Management Advisors, LLC 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 | $135.2 million | 618 |
| 4 | Asset Strategies, Inc | State | $59.7 million | 191 |
| 5 | Guardian Rock Wealth Investment Management, Inc. | State | $47.0 million | 224 |
| 6 | Blackwatch Financial Group, LLC | State | $28.3 million | 61 |
| 7 | Momentum Fintech LLC | State | $7.3 million | 41 |
| 8 | Integrity Wealth Management, LLC | State | $5.5 million | 5 |
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.