City
Independent RIAs in Palatine, Illinois
As of October 2, 2026, 11 independent wealth management RIAs with their main office in Palatine, Illinois reported $529.9 million in regulatory assets under management; the largest by assets was Detterbeck Wealth Management, with $279.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 11
- Regulatory assets under management
- $529.9 million
- Average per firm
- $48.2 million
- SEC-registered, of those listed
- 1 of 11 (9.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Detterbeck Wealth Management | SEC | $279.2 million | 790 |
| 2 | Von Holt Financial Advisors, Inc. | State | $107.3 million | 143 |
| 3 | Locke Financial Services, Inc. | State | $55.0 million | 120 |
| 4 | Altruity Wealth | State | $37.9 million | 42 |
| 5 | Nagle Investment Advisors, Ltd. | State | $24.9 million | 10 |
| 6 | Hazel Ridge Advisors, LLC | State | $15.0 million | 100 |
| 7 | Investment Resources Center | State | $6.1 million | 50 |
| 8 | Elite Asset Management, LLC | State | $4.5 million | 44 |
| 9 | Copia Financial Solutions, Inc. | State | $0 | 0 |
| 10 | Fee-Only Financial Advisors,ltd. | State | $0 | 0 |
| 11 | Lefevre & Associates | 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.