Best Financial Advisor Firms Illinois 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Illinois.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Illinois are as followed:

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 $68.2 million 50 1 $1.4 million
Advance Capital Management 5/5 Stars $4.1 billion 6,638 29 $613,066
AdviceOne Advisory Services 5/5 Stars $1.3 billion 1,227 17 $1.1 million
Altair Advisers 5/5 Stars $6.7 billion 804 28 $8.3 million
Amling Investments 5/5 Stars $48.1 million 109 1 $441,283
Andco Consulting 5/5 Stars $526.2 million 15 4 $35.1 million
Archford Capital Strategies 5/5 Stars $890.0 million 609 12 $1.5 million
Astor Investment Management 5/5 Stars $429.2 million 823 9 $521,462
AZA Capital Management 5/5 Stars $243.3 million 300 6 $810,848
Balasa Dinverno Foltz 5/5 Stars $5.9 billion 1,541 45 $3.8 million
Benchmark Investment Advisors 5/5 Stars $247.9 million 87 3 $2.8 million
Blue Haven Capital 5/5 Stars $71.1 million 165 2 $430,606
Brownson, Rehmus & Foxworth 5/5 Stars $4.3 billion 226 16 $19.0 million
C.W. Henderson & Associates 5/5 Stars $4.0 billion 1,492 7 $2.7 million
CAFG Wealth Management 5/5 Stars $223.6 million 239 2 $935,469
Callan 5/5 Stars $18.2 billion 616 152 $29.5 million
Cambridge Capital Management 5/5 Stars $295.3 million 345 3 $856,026
Capital Management Group 5/5 Stars $67.7 million 61 2 $1.1 million
Capital Resource Management 5/5 Stars $540.6 million 51 1 $10.6 million
Capital Strategies Investment Group 5/5 Stars $20.4 billion 333 6 $61.2 million
Capstone Financial Advisors 5/5 Stars $2.1 billion 566 8 $3.7 million
Chicago Wealth Management 5/5 Stars $233.1 million 262 3 $889,638
Clark Wealth Partners 5/5 Stars $140.1 million 324 3 $432,407
Cornerstone Management 5/5 Stars $1.6 billion 283 6 $5.5 million
Coyle Financial Counsel 5/5 Stars $855.4 million 427 9 $2.0 million
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
D/B/A Financial Awareness Institute 5/5 Stars $8.5 million 8 1 $1.1 million
Daly Investment Management 5/5 Stars $77.1 million 90 1 $857,004
Dearborn Partners 5/5 Stars $4.0 billion 266 7 $15.2 million
Deep Blue Financial 5/5 Stars $37.2 million 42 1 $885,714
Disciplined Investment Management 5/5 Stars $38.0 million 43 2 $883,720
Envoi 5/5 Stars $3.1 billion 43 8 $72.6 million
EP Wealth Advisors 5/5 Stars $14.7 billion 9,365 62 $1.6 million
Essex 5/5 Stars $439.8 million 405 6 $1.1 million
Evergreen Capital Management 5/5 Stars $35.6 million 367 3 $97,103
Feldman, Ingardona & Co 5/5 Stars $2.5 billion 165 3 $15.1 million
Financial Planning Advisors 5/5 Stars $34.9 million 225 1 $155,007
Financial Solutions Advisory Group 5/5 Stars $695.0 million 340 8 $2.0 million
Fisher Financial Group 5/5 Stars $26.1 million 101 1 $258,761
Forest Capital Management 5/5 Stars $1.6 billion 90 5 $18.1 million
GCP Investment Advisor 5/5 Stars $3.3 billion 12 55 $275.6 million
GeoWealth Management 5/5 Stars $7.9 billion 33,855 13 $233,055
Gofen and Glossberg 5/5 Stars $6.5 billion 3,570 15 $1.8 million
Gresham Partners 5/5 Stars $9.5 billion 206 2 $46.2 million
Growing Fortunes Financial Partners 5/5 Stars $0.0 66 1 $0.0
Gryphon Advisors 5/5 Stars $499.9 million 202 4 $2.5 million
Harman Investment Advisors 5/5 Stars $4.7 million 16 1 $291,762
Hartline Investment Corporation 5/5 Stars $775.4 million 240 3 $3.2 million
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Hemington Wealth Management 5/5 Stars $934.3 million 609 15 $1.5 million
HFR Asset Management, L.L.C 5/5 Stars $8.5 billion 5 1 $1.7 billion
Horizon Investment Services 5/5 Stars $281.2 million 316 7 $889,981
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
JAG Capital Management 5/5 Stars $1.8 billion 1,706 14 $1.0 million
JAS Financial Services 5/5 Stars $11.6 million 10 1 $1.2 million
JMG Financial Group 5/5 Stars $4.7 billion 1,317 32 $3.6 million
KDM Investment Management 5/5 Stars $100.1 million 127 2 $788,308
KEB Wealth Advisors 5/5 Stars $842.3 million 560 11 $1.5 million
KKM Financial 5/5 Stars $300.7 million 120 2 $2.5 million
Klaas Financial Asset Advisors 5/5 Stars $521.6 million 997 10 $523,139
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
Long Financial Planning 5/5 Stars $33.7 million 71 1 $474,647
Managed Asset Portfolios 5/5 Stars $1.1 billion 1,524 17 $730,794
Marquette Associates 5/5 Stars $13.4 billion 118 11 $113.6 million
Marquette Associates 5/5 Stars $1.9 billion 42 3 $45.3 million
Mclaughlin Asset Management 5/5 Stars $97.1 million 77 2 $1.3 million
Mendel Money Management 5/5 Stars $238.5 million 160 2 $1.5 million
Midway Capital Research & Management 5/5 Stars $79.2 million 40 2 $2.0 million
Moonstone Asset Management 5/5 Stars $66.0 million 87 3 $758,620
Natural Investments 5/5 Stars $1.8 billion 1,151 20 $1.5 million
Optimum Investment Advisors 5/5 Stars $354.9 million 322 6 $1.1 million
Outlook Capital Management 5/5 Stars $84.6 million 84 2 $1.0 million
Pinnacle Financial Group 5/5 Stars $458.8 million 334 4 $1.4 million
PPC Enterprises 5/5 Stars $1.5 billion 2 25 $763.1 million
Promanage 5/5 Stars $5.1 billion 6 6 $856.9 million
Pure Financial Advisors 5/5 Stars $4.1 billion 3,431 39 $1.2 million
Quad City Investment Center 5/5 Stars $289.4 million 425 4 $680,874
Ranger International Management 5/5 Stars $214.0 million 21 2 $10.2 million
Rappaport Reiches Capital Management 5/5 Stars $745.2 million 327 9 $2.3 million
Rezny Wealth Management 5/5 Stars $327.0 million 253 2 $1.3 million
Riverbend Capital Advisors 5/5 Stars $327.0 million 145 2 $2.3 million
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
Ruedi Wealth Management 5/5 Stars $330.4 million 412 5 $801,829
Savoie Capital 5/5 Stars $1.5 billion 21 4 $69.7 million
SBB Research Group 5/5 Stars $1.8 billion 18 1 $102.1 million
Sebold Capital Management 5/5 Stars $306.0 million 150 2 $2.0 million
SRC Capital Management 5/5 Stars $372,622 8 1 $46,577
Stairway Partners 5/5 Stars $1.2 billion 56 3 $21.5 million
Stonebrook Capital Management 5/5 Stars $64.9 million 129 3 $503,219
Taiber, Kosmala & Associates 5/5 Stars $60.9 million 6 3 $10.2 million
THE Meridian Business Group 5/5 Stars $17.4 million 56 1 $311,426
The Nestegg Group 5/5 Stars $248.8 million 194 3 $1.3 million
The Planning Center 5/5 Stars $995.7 million 927 10 $1.1 million
Wall Capital Group 5/5 Stars $1.6 billion 443 3 $3.6 million
Wealthcare Capital Management 5/5 Stars $2.9 billion 4,585 35 $636,199
Windsor Capital Management 5/5 Stars $626.4 million 609 6 $1.0 million
Wipfli Financial Advisors 5/5 Stars $5.1 billion 2,826 80 $1.8 million
Yunistone Investment Group 5/5 Stars $89.9 million 17 1 $5.3 million
ZHP Capital 5/5 Stars $19.3 million 48 2 $402,513
Zimmerman Wealth Management 5/5 Stars $340.4 million 168 3 $2.0 million

More Top Firms by State

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, retirement planning, and more.


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