City
Wealth management firms in Wheaton, Illinois
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Wheaton, Illinois reported $13.5 billion in regulatory assets under management; the largest by assets was Brookstone Capital Management LLC, with $12.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $13.5 billion
- Average per firm
- $1.0 billion
- SEC-registered, of those listed
- 5 of 13 (38.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Brookstone Capital Management LLC | SEC | $12.8 billion | 81,900 |
| 2 | Model Wealth | SEC | $318.2 million | 622 |
| 3 | Wolfstone Wealth | SEC | $110.3 million | 152 |
| 4 | McKenna Capital, Inc. | State | $83.4 million | 125 |
| 5 | Capital Management Group, Inc. | State | $78.7 million | 252 |
| 6 | Tower Wealth Advisors, Inc. | State | $47.4 million | 218 |
| 7 | Globalmacro Capital Management, LLC | State | $38.3 million | 99 |
| 8 | Skinner Advisory, Ltd. | State | $22.1 million | 37 |
| 9 | Big Wave Advisors, Inc. | State | $6.0 million | 30 |
| 10 | Elite-Pro Wealth Advisors LLC | State | $100,000 | 15 |
| 11 | Brookstone Wealth Advisors, LLC | SEC | $0 | 0 |
| 12 | Lamke Financial LLC | State | $0 | 0 |
| 13 | Timothy Financial Counsel, Inc. | SEC | $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.