City
Wealth management firms in Wilmette, Illinois
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Wilmette, Illinois reported $845.6 million in regulatory assets under management; the largest by assets was Williams Capital Management Company, with $225.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $845.6 million
- Average per firm
- $105.7 million
- SEC-registered, of those listed
- 4 of 8 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Williams Capital Management Company | SEC | $225.6 million | 22 |
| 2 | North Shore Investment Consulting LLC | SEC | $170.5 million | 300 |
| 3 | Lloyd Park, LLC | SEC | $167.9 million | 12 |
| 4 | Kingsbury Capital Investment Advisors LLC | SEC | $162.0 million | 584 |
| 5 | Northpoint Advisory LLC | State | $102.0 million | 217 |
| 6 | Couleur Investments | State | $17.6 million | 124 |
| 7 | Chestnut Beach Wealth | State | $0 | 0 |
| 8 | Kiddos 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.