City
Wealth management firms in Skokie, Illinois
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Skokie, Illinois reported $1.4 billion in regulatory assets under management; the largest by assets was Shankervalleau Wealth Advisors, Inc., with $645.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $176.0 million
- SEC-registered, of those listed
- 5 of 8 (62.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Shankervalleau Wealth Advisors, Inc. | SEC | $645.3 million | 675 |
| 2 | Uhlmann Investment Management, L.L.C. 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 | $273.2 million | 460 |
| 3 | Harbour Financial Resources, Ltd | SEC | $189.8 million | 362 |
| 4 | Mirretti Perryman Wealth Strategies, LLC | SEC | $178.9 million | 178 |
| 5 | Foresight Wealth Advisors | SEC | $121.2 million | 79 |
| 6 | Financial Solutions, Inc. | State | $0 | 0 |
| 7 | Healthquant Associates LLC | State | $0 | 0 |
| 8 | Keystone Asset Management 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.