City
Wealth management firms in St. Charles, Illinois
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in St. Charles, Illinois reported $1.5 billion in regulatory assets under management; the largest by assets was Total Clarity Wealth Management, Inc, with $755.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $162.8 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Total Clarity Wealth Management, Inc | SEC | $755.4 million | 2,569 |
| 2 | Chicago Investment Advisory Council, Inc. | SEC | $230.0 million | 1,500 |
| 3 | KRM Financial Planning & Wealth Management, LLC | SEC | $211.5 million | 516 |
| 4 | Cantlon Financial Planning LLC | SEC | $125.1 million | 267 |
| 5 | Royal Asset Managers | State | $79.8 million | 42 |
| 6 | Redwing Financial | State | $41.4 million | 183 |
| 7 | First Wealth Advisory, Inc. | State | $19.3 million | 185 |
| 8 | Stratitech Consulting, Inc. | State | $2.8 million | 15 |
| 9 | Pcfo Capital | 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.