Best Financial Advisor Firms Illinois 2023

investor.com is committed to the highest ethical standards and reviews services independently. Learn How We Make Money
investor.com

Written by investor.com

September 08, 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 September 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Illinois are as follows:

  • Must be rated at least 4.5 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 5/5 Stars $78.9 million 58 1 $1.4 million
AdviceOne Advisory Services 5/5 Stars $1.1 billion 1,253 15 $915,864
Altair Advisers 5/5 Stars $6.0 billion 865 30 $7.0 million
Amling Investments 5/5 Stars $41.0 million 104 1 $393,897
Aqua Financial Planning 5/5 Stars $0.0 11 1 $0.0
Archford Capital Strategies 5/5 Stars $821.5 million 660 9 $1.2 million
ARK Advisors 5/5 Stars $101.4 million 320 2 $316,944
Astor Investment Management 5/5 Stars $324.8 million 706 5 $460,026
AZA Capital Management 5/5 Stars $267.9 million 325 7 $824,402
BCU Wealth Advisors 5/5 Stars $395.0 million 790 13 $500,002
Benchmark Investment Advisors 5/5 Stars $211.0 million 91 3 $2.3 million
Blue Haven Capital 5/5 Stars $67.0 million 141 2 $475,177
Bolmgren Retireplan 5/5 Stars $35.8 million 91 2 $393,844
CAFG Wealth Management 5/5 Stars $204.0 million 241 2 $846,618
CAP Strat 5/5 Stars $17.3 billion 331 6 $52.2 million
Capital Management Group 5/5 Stars $59.6 million 55 2 $1.1 million
Capital Resource Management 5/5 Stars $492.0 million 46 1 $10.7 million
Capstone Financial Advisors 5/5 Stars $1.8 billion 628 7 $2.9 million
Chicago Wealth Management 5/5 Stars $236.8 million 269 3 $880,161
Clement Street Capital 5/5 Stars $80.0 million 46 2 $1.7 million
Cliffwater 5/5 Stars $14.3 billion 43 56 $331.7 million
Contour Financial 5/5 Stars $51.1 million 70 3 $729,683
Coyle 5/5 Stars $729.2 million 415 8 $1.8 million
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
D/B/A Financial Awareness Institute 5/5 Stars $6.5 million 8 1 $812,500
Daly Investment Management 5/5 Stars $73.6 million 93 1 $791,048
DHJJ Financial Advisors 5/5 Stars $402.2 million 383 6 $1.1 million
Disciplined Investment Management 5/5 Stars $41.5 million 43 2 $965,116
Envoi 5/5 Stars $2.6 billion 42 7 $61.6 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Essex 5/5 Stars $392.4 million 442 6 $887,776
Evergreen Capital Management 5/5 Stars $35.3 million 367 4 $96,277
Feldman, Ingardona & Co 5/5 Stars $2.6 billion 160 4 $16.5 million
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
Financial Planning Advisors 5/5 Stars $24.7 million 243 1 $101,556
Financial Solutions Advisory Group 5/5 Stars $650.0 million 335 8 $1.9 million
GCP Investment Advisor 5/5 Stars $3.3 billion 11 64 $302.0 million
GeoWealth Management 5/5 Stars $7.5 billion 43,987 14 $171,555
Gryphon Advisors 5/5 Stars $450.0 million 200 4 $2.3 million
Hartline Investment Corporation 5/5 Stars $497.2 million 243 3 $2.0 million
Harvest Investment Services 5/5 Stars $254.3 million 836 29 $304,142
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Hemington Wealth Management 5/5 Stars $858.8 million 678 15 $1.3 million
HFR Asset Management, L.L.C 5/5 Stars $2.5 billion 5 1 $505.8 million
Horizon Investment Services 5/5 Stars $224.0 million 287 7 $780,591
Horizon Wealth Management 5/5 Stars $783.0 million 1,948 5 $401,956
Interactive Financial Advisors 5/5 Stars $278.3 million 2,382 37 $116,822
JAG Capital Management 5/5 Stars $1.7 billion 970 14 $1.7 million
JAS Financial Services 5/5 Stars $8.7 million 9 1 $968,705
JMG Financial Group 5/5 Stars $4.5 billion 1,454 38 $3.1 million
Johnston Investment Counsel 5/5 Stars $64.7 million 83 1 $779,209
Jose Cuevas DBA Wisdom Investments 5/5 Stars $33.1 million 100 1 $331,020
KEB Wealth Advisors 5/5 Stars $799.3 million 562 11 $1.4 million
Kinkelaar & Associates 5/5 Stars $0.0 97 1 $0.0
KKM Financial 5/5 Stars $279.1 million 160 2 $1.7 million
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
Leslie Global Wealth 5/5 Stars $235.8 million 334 3 $705,920
Long Financial Planning 5/5 Stars $33.7 million 71 1 $474,647
Marquette Associates 5/5 Stars $13.3 billion 149 12 $89.3 million
Marquette Associates 5/5 Stars $838.5 million 18 3 $46.6 million
Masus Financial Group 5/5 Stars $153.0 million 359 3 $426,306
Mclaughlin Asset Management 5/5 Stars $92.3 million 95 2 $971,638
Mendel Money Management 5/5 Stars $264.0 million 203 4 $1.3 million
Midway Capital Research & Management 5/5 Stars $63.9 million 53 2 $1.2 million
Moller Wealth Partners 5/5 Stars $501.6 million 245 4 $2.0 million
Natural Investments 5/5 Stars $1.7 billion 1,215 20 $1.4 million
NEPC 5/5 Stars $63.6 billion 417 1 $152.5 million
Northlake Capital Management 5/5 Stars $47.7 million 48 1 $994,719
Optimum Investment Advisors 5/5 Stars $261.0 million 227 5 $1.1 million
Outlook Capital Management 5/5 Stars $81.2 million 86 2 $944,135
Paradigm Wealth Management 5/5 Stars $261.1 million 166 3 $1.6 million
Park Piedmont Advisors 5/5 Stars $797.8 million 536 6 $1.5 million
Pinnacle Financial Group 5/5 Stars $421.5 million 344 3 $1.2 million
Promanage 5/5 Stars $4.5 billion 6 5 $752.6 million
Pure Financial Advisors 5/5 Stars $4.6 billion 4,137 46 $1.1 million
Quad City Investment Center 5/5 Stars $263.2 million 483 5 $544,921
Rappaport Reiches Capital Management 5/5 Stars $763.9 million 386 11 $2.0 million
Rezny Wealth Management 5/5 Stars $268.3 million 262 2 $1.0 million
Riverbend Capital Advisors 5/5 Stars $601.8 million 217 2 $2.8 million
Ruedi Wealth Management 5/5 Stars $334.1 million 495 5 $674,971
Ruggaard & Associates 5/5 Stars $210.5 million 181 6 $1.2 million
Saint Louis Investment Advisors 5/5 Stars $48.0 million 104 1 $461,538
Savoie Capital 5/5 Stars $966.9 million 12 2 $80.6 million
SBB Research Group 5/5 Stars $2.1 billion 18 1 $116.3 million
Sebold Capital Management 5/5 Stars $258.7 million 156 3 $1.7 million
SRC Capital Management 5/5 Stars $372,622 8 1 $46,577
Stonebrook Capital Management 5/5 Stars $60.0 million 136 3 $441,178
Taiber, Kosmala & Associates 5/5 Stars $105.7 million 6 2 $17.6 million
Terril & Company 5/5 Stars $677.4 million 375 3 $1.8 million
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
THE Meridian Business Group 5/5 Stars $14.9 million 60 1 $248,018
The Nestegg Group 5/5 Stars $221.9 million 203 3 $1.1 million
The Planning Center 5/5 Stars $946.6 million 941 9 $1.0 million
Wabash Capital 5/5 Stars $131.6 million 528 4 $249,228
Wall Capital Group 5/5 Stars $630.2 million 519 4 $1.2 million
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
Wealthquest Corporation 5/5 Stars $1.5 billion 1,491 12 $1.0 million
Windsor Capital Management 5/5 Stars $587.5 million 606 5 $969,443
ZHP Capital 5/5 Stars $19.3 million 56 2 $344,695
Zimmerman Wealth Management 5/5 Stars $339.2 million 185 3 $1.8 million

More Top Firms by State




The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com
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.

close