City
Independent RIAs in Skokie, Illinois
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Skokie, Illinois reported $1.1 billion in regulatory assets under management; the largest by assets was Shankervalleau Wealth Advisors, Inc., with $645.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $162.2 million
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Shankervalleau Wealth Advisors, Inc. | SEC | $645.3 million | 675 |
| 2 | Harbour Financial Resources, Ltd | SEC | $189.8 million | 362 |
| 3 | Mirretti Perryman Wealth Strategies, LLC | SEC | $178.9 million | 178 |
| 4 | Foresight Wealth Advisors | SEC | $121.2 million | 79 |
| 5 | Financial Solutions, Inc. | State | $0 | 0 |
| 6 | Healthquant Associates LLC | State | $0 | 0 |
| 7 | Keystone Asset Management 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.