City
Wealth management firms in Orland Park, Illinois
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Orland Park, Illinois reported $1.2 billion in regulatory assets under management; the largest by assets was Strategic Investment Solutions, Inc., with $830.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $110.4 million
- SEC-registered, of those listed
- 1 of 11 (9.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Strategic Investment Solutions, Inc. | SEC | $830.2 million | 3,631 |
| 2 | Quinn Financial Planning, LLC | State | $96.0 million | 222 |
| 3 | Contour Financial | State | $71.5 million | 201 |
| 4 | Okeefe & Associates, P.C. | State | $64.7 million | 80 |
| 5 | Casey Wealth Management, Inc. | State | $44.5 million | 350 |
| 6 | Tomchaney Investment Services, Inc. | State | $42.9 million | 41 |
| 7 | Personal Financial Management, Inc. | State | $31.0 million | 302 |
| 8 | Chancellor Financial Services, Inc. | State | $30.9 million | 217 |
| 9 | Wave & Breakout L.L.C. | State | $2.8 million | 65 |
| 10 | Brickwork Financial Planning, Ltd | State | $0 | 0 |
| 11 | Essential Financial Strategies | 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.