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City

Independent RIAs in Oak Park, Illinois

As of October 2, 2026, 12 independent wealth management RIAs with their main office in Oak Park, Illinois reported $562.7 million in regulatory assets under management; the largest by assets was Madden Funds Management, with $217.9 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
12
Regulatory assets under management
$562.7 million
Average per firm
$46.9 million
SEC-registered, of those listed
1 of 12 (8.3%)

Firms by assets

Independent RIAs in Oak Park, Illinois, largest first
#FirmRegistrationRAUMAccounts
1 Madden Funds Management SEC $217.9 million 472
2 Linden Wealth Management LLC State $192.3 million 51
3 Stonebrook Capital Management, Inc. State $70.3 million 219
4 Two Trails Financial Planning State $40.9 million 144
5 Sjostrom Financial Planning Inc. State $12.4 million 42
6 New Capital Management, LLC State $11.5 million 15
7 Huckstep Asset Management, LLC State $10.3 million 57
8 Rook Financial LLC State $5.9 million 91
9 Clark Lewis State $1.3 million 24
10 Keffer Financial Planning State $0 0
11 Vista Financial Planning State $0 0
12 Wheel Advisors LLC State $0 0

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.