City
Wealth management firms in Oak Park, Illinois
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 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
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 |
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.