City
Wealth management firms in Schaumburg, Illinois
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Schaumburg, Illinois reported $259.4 billion in regulatory assets under management; the largest by assets was Cetera Investment Advisers LLC, with $256.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $259.4 billion
- Average per firm
- $23.6 billion
- SEC-registered, of those listed
- 7 of 11 (63.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cetera Investment Advisers LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $256.8 billion | 813,961 |
| 2 | World Equity Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.0 billion | 2,999 |
| 3 | CL Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $733.6 million | 2,165 |
| 4 | Monere Wealth Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $312.0 million | 555 |
| 5 | Lifepoint Planning | SEC | $168.5 million | 451 |
| 6 | Kuhn Wealth Management Inc. | SEC | $150.8 million | 991 |
| 7 | Stephen Smith Financial Inc. | SEC | $129.0 million | 458 |
| 8 | Insight Financial Group, Inc. | State | $94.0 million | 379 |
| 9 | Northwood Wealth Management, LLC | State | $16.2 million | 33 |
| 10 | Navarro Asset Management, LLC | State | $94,815 | 1 |
| 11 | Baker Street Investment Partners LLC | 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.