Written by investor.com
April 04, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Illinois.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Illinois, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of April 04, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Illinois are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in Illinois.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 4D Financial Advisors |
|
$78.9 million | 58 | 1 | $1.4 million |
| AdviceOne Advisory Services |
|
$1.1 billion | 1,253 | 15 | $915,864 |
| Altair Advisers |
|
$6.0 billion | 865 | 30 | $7.0 million |
| Amling Investments |
|
$48.1 million | 109 | 1 | $441,283 |
| Aqua Financial Planning |
|
$0.0 | 11 | 1 | $0.0 |
| Archford Capital Strategies |
|
$821.5 million | 660 | 9 | $1.2 million |
| Astor Investment Management |
|
$324.8 million | 706 | 5 | $460,026 |
| AZA Capital Management |
|
$267.9 million | 325 | 7 | $824,402 |
| Baldwin Financial Advisors |
|
$0.0 | 220 | 3 | $0.0 |
| Benchmark Investment Advisors |
|
$211.0 million | 91 | 3 | $2.3 million |
| Blue Haven Capital |
|
$67.0 million | 141 | 2 | $475,177 |
| Bolmgren Retireplan |
|
$43.2 million | 75 | 2 | $576,082 |
| CAFG Wealth Management |
|
$204.0 million | 241 | 2 | $846,618 |
| Capital Management Group |
|
$59.6 million | 55 | 2 | $1.1 million |
| Capital Resource Management |
|
$492.0 million | 46 | 1 | $10.7 million |
| Capital Strategies Investment Group |
|
$17.3 billion | 331 | 6 | $52.2 million |
| Capstone Financial Advisors |
|
$1.8 billion | 628 | 7 | $2.9 million |
| Chicago Wealth Management |
|
$236.8 million | 269 | 3 | $880,161 |
| Clement Street Capital |
|
$80.0 million | 46 | 2 | $1.7 million |
| Cornerstone Management |
|
$1.3 billion | 282 | 6 | $4.8 million |
| Coyle Financial Counsel |
|
$729.2 million | 415 | 8 | $1.8 million |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| D/B/A Financial Awareness Institute |
|
$6.5 million | 8 | 1 | $812,500 |
| Daly Investment Management |
|
$73.6 million | 93 | 1 | $791,048 |
| DHJJ Financial Advisors |
|
$402.2 million | 383 | 6 | $1.1 million |
| Disciplined Investment Management |
|
$41.5 million | 43 | 2 | $965,116 |
| Ellis Wealth Advisors |
|
$4.1 million | 12 | 1 | $343,890 |
| Envoi |
|
$2.6 billion | 42 | 7 | $61.6 million |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| Essex |
|
$392.4 million | 442 | 6 | $887,776 |
| Evergreen Capital Management |
|
$35.3 million | 367 | 4 | $96,277 |
| Feldman, Ingardona & Co |
|
$2.5 billion | 165 | 3 | $15.1 million |
| Financial Planning Advisors |
|
$24.7 million | 243 | 1 | $101,556 |
| Financial Solutions Advisory Group |
|
$650.0 million | 335 | 8 | $1.9 million |
| Fisher Financial Group |
|
$24.2 million | 141 | 1 | $171,367 |
| Forest Capital Management |
|
$1.6 billion | 94 | 5 | $16.7 million |
| GCP Investment Advisor |
|
$3.3 billion | 11 | 64 | $302.0 million |
| GeoWealth Management |
|
$7.5 billion | 43,987 | 14 | $171,555 |
| Gryphon Advisors |
|
$450.0 million | 200 | 4 | $2.3 million |
| Harman Investment Advisors |
|
$3.7 million | 14 | 1 | $261,215 |
| Hartline Investment Corporation |
|
$497.2 million | 243 | 3 | $2.0 million |
| Harvest Investment Services |
|
$254.3 million | 836 | 29 | $304,142 |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Hemington Wealth Management |
|
$858.8 million | 678 | 15 | $1.3 million |
| HFR Asset Management, L.L.C |
|
$2.5 billion | 5 | 1 | $505.8 million |
| Horizon Investment Services |
|
$224.0 million | 287 | 7 | $780,591 |
| Horizon Wealth Management |
|
$783.0 million | 1,948 | 5 | $401,956 |
| Interactive Financial Advisors |
|
$278.3 million | 2,382 | 37 | $116,822 |
| JAG Capital Management |
|
$1.8 billion | 1,706 | 14 | $1.0 million |
| JAS Financial Services |
|
$8.7 million | 9 | 1 | $968,705 |
| JMG Financial Group |
|
$4.5 billion | 1,454 | 38 | $3.1 million |
| Johnston Investment Counsel |
|
$64.7 million | 83 | 1 | $779,209 |
| KDM Investment Management |
|
$83.0 million | 119 | 2 | $697,604 |
| KEB Wealth Advisors |
|
$799.3 million | 562 | 11 | $1.4 million |
| Kinkelaar & Associates |
|
$0.0 | 97 | 1 | $0.0 |
| KKM Financial |
|
$279.1 million | 160 | 2 | $1.7 million |
| Klaas Financial Asset Advisors |
|
$478.3 million | 1,010 | 12 | $473,545 |
| Long Financial Planning |
|
$33.7 million | 71 | 1 | $474,647 |
| Marquette Associates |
|
$838.5 million | 18 | 3 | $46.6 million |
| Mclaughlin Asset Management |
|
$92.3 million | 95 | 2 | $971,638 |
| Mendel Money Management |
|
$264.0 million | 203 | 3 | $1.3 million |
| Midway Capital Research & Management |
|
$63.9 million | 53 | 2 | $1.2 million |
| Natural Investments |
|
$1.7 billion | 1,215 | 20 | $1.4 million |
| NEPC |
|
$63.6 billion | 417 | 1 | $152.5 million |
| Northlake Capital Management |
|
$47.7 million | 48 | 1 | $994,719 |
| Optimum Investment Advisors |
|
$261.0 million | 227 | 5 | $1.1 million |
| Outlook Capital Management |
|
$81.2 million | 86 | 2 | $944,135 |
| Paradigm Wealth Management |
|
$261.1 million | 166 | 3 | $1.6 million |
| Park Piedmont Advisors |
|
$797.8 million | 536 | 6 | $1.5 million |
| Pinnacle Financial Group |
|
$421.5 million | 344 | 3 | $1.2 million |
| Promanage |
|
$4.5 billion | 6 | 5 | $752.6 million |
| Pure Financial Advisors |
|
$4.6 billion | 4,137 | 46 | $1.1 million |
| Quad City Investment Center |
|
$263.2 million | 483 | 5 | $544,921 |
| Quadrant Real Estate Advisors |
|
$565.0 million | 4 | 11 | $141.3 million |
| Ranger International Management |
|
$171.6 million | 37 | 2 | $4.6 million |
| Rappaport Reiches Capital Management |
|
$763.9 million | 386 | 11 | $2.0 million |
| Rezny Wealth Management |
|
$268.3 million | 262 | 2 | $1.0 million |
| Riverbend Capital Advisors |
|
$542.0 million | 197 | 2 | $2.8 million |
| Ruedi Wealth Management |
|
$334.1 million | 495 | 5 | $674,971 |
| Ruggaard & Associates |
|
$210.5 million | 181 | 6 | $1.2 million |
| Saint Louis Investment Advisors |
|
$48.0 million | 104 | 1 | $461,538 |
| Savoie Capital |
|
$966.9 million | 12 | 2 | $80.6 million |
| SBB Research Group |
|
$2.1 billion | 18 | 1 | $116.3 million |
| SRC Capital Management |
|
$372,622 | 8 | 1 | $46,577 |
| Stonebrook Capital Management |
|
$60.0 million | 136 | 3 | $441,178 |
| Taiber, Kosmala & Associates |
|
$105.7 million | 6 | 2 | $17.6 million |
| Tallwoods Partners |
|
$242.5 million | 5 | 2 | $48.5 million |
| Terril & Company |
|
$677.4 million | 375 | 3 | $1.8 million |
| THE Meridian Business Group |
|
$14.9 million | 60 | 1 | $248,018 |
| The Nestegg Group |
|
$221.9 million | 203 | 3 | $1.1 million |
| The Planning Center |
|
$946.6 million | 941 | 9 | $1.0 million |
| VIA IV Investments |
|
$188.8 million | 564 | 4 | $334,836 |
| Wall Capital Group |
|
$630.2 million | 519 | 4 | $1.2 million |
| Wealthcare Capital Management |
|
$2.6 billion | 5,064 | 38 | $514,028 |
| Wealthquest Corporation |
|
$1.5 billion | 1,491 | 12 | $1.0 million |
| Windsor Capital Management |
|
$587.5 million | 606 | 5 | $969,443 |
| Wisdom Investments |
|
$33.1 million | 100 | 1 | $331,020 |
| Yunistone Investment Group |
|
$87.3 million | 16 | 1 | $5.5 million |
| ZHP Capital |
|
$19.3 million | 56 | 2 | $344,695 |
| Zimmerman Wealth Management |
|
$339.2 million | 185 | 3 | $1.8 million |
More Top Firms by State
About the Editorial Team
investor.com
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.