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