City
Wealth management firms in Oakbrook Terrace, Illinois
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Oakbrook Terrace, Illinois reported $2.5 billion in regulatory assets under management; the largest by assets was Goldstone Financial Group, LLC, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $2.5 billion
- Average per firm
- $424.2 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Goldstone Financial Group, LLC | SEC | $1.1 billion | 4,448 |
| 2 | Harvest Investment Services, LLC | SEC | $758.4 million | 3,427 |
| 3 | Sage Private Wealth Group, LLC | SEC | $440.8 million | 480 |
| 4 | Parkview Asset Management, Inc. | SEC | $206.1 million | 287 |
| 5 | Veracity Wealth Management LLC | State | $48.8 million | 96 |
| 6 | SC Wealth Advisors | State | $37.2 million | 237 |
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.