City
Independent RIAs in Rockford, Illinois
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Rockford, Illinois reported $75.4 billion in regulatory assets under management; the largest by assets was Savant Wealth Management, with $55.6 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $75.4 billion
- Average per firm
- $15.1 billion
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Savant Wealth Management | SEC | $55.6 billion | 81,840 |
| 2 | Choreo, LLC | SEC | $19.1 billion | 24,999 |
| 3 | Bates Financial Advisors, Inc. | SEC | $439.2 million | 1,273 |
| 4 | Midwest Financial Associates, Inc. | SEC | $123.9 million | 632 |
| 5 | Pathfinder Advisory, Inc. | SEC | $121.4 million | 145 |
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.