City
Wealth management firms in Oak Brook, Illinois
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Oak Brook, Illinois reported $3.2 billion in regulatory assets under management; the largest by assets was Chicago Oakbrook Financial Group, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $3.2 billion
- Average per firm
- $147.6 million
- SEC-registered, of those listed
- 10 of 22 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Chicago Oakbrook Financial Group | SEC | $1.2 billion | 4,345 |
| 2 | Watershed Private Wealth | SEC | $413.7 million | 555 |
| 3 | Ergawealth Advisors, Inc. | SEC | $341.5 million | 1,077 |
| 4 | Stonebridge Wealth Management LLC | SEC | $283.3 million | 1,016 |
| 5 | Patrick Mauro Investment Advisor, Inc. | SEC | $212.1 million | 258 |
| 6 | Kuhn Capital Partners | SEC | $169.9 million | 271 |
| 7 | Pva Financial, LLC | SEC | $136.9 million | 341 |
| 8 | Dillow Wealth Management LLC | SEC | $106.3 million | 147 |
| 9 | Trac Asset Management LLC | State | $86.4 million | 99 |
| 10 | Fmi Financial, Ltd. | State | $84.1 million | 380 |
| 11 | Crescendo Financial Planners Inc. | State | $50.4 million | 27 |
| 12 | Defined Capital LLC | State | $43.6 million | 303 |
| 13 | Maguire Asset Management, LLC | State | $42.0 million | 117 |
| 14 | Strongside Asset Management LLC | State | $35.6 million | 282 |
| 15 | Tall Pines Capital, LLC | SEC | $25.0 million | 100 |
| 16 | KBL Investment Management | State | $3.0 million | 20 |
| 17 | Karstens Wealth | State | $2.9 million | 13 |
| 18 | Integrated Wealth Planners LLC | State | $1.3 million | 35 |
| 19 | Geiger Wealth Management | State | $0 | 0 |
| 20 | Retirement Planners, Inc. | State | $0 | 0 |
| 21 | Rive Capital Advisors LLC | State | $0 | 0 |
| 22 | Rothschild Financial Partners, 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 | $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.