City
Independent RIAs in Schaumburg, Illinois
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Schaumburg, Illinois reported $558.6 million in regulatory assets under management; the largest by assets was Lifepoint Planning, with $168.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $558.6 million
- Average per firm
- $79.8 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lifepoint Planning | SEC | $168.5 million | 451 |
| 2 | Kuhn Wealth Management Inc. | SEC | $150.8 million | 991 |
| 3 | Stephen Smith Financial Inc. | SEC | $129.0 million | 458 |
| 4 | Insight Financial Group, Inc. | State | $94.0 million | 379 |
| 5 | Northwood Wealth Management, LLC | State | $16.2 million | 33 |
| 6 | Navarro Asset Management, LLC | State | $94,815 | 1 |
| 7 | Baker Street Investment Partners LLC | 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.