Written by investor.com
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 |
|
$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 |
|
$41.0 million | 104 | 1 | $393,897 |
| Aqua Financial Planning |
|
$0.0 | 11 | 1 | $0.0 |
| Archford Capital Strategies |
|
$821.5 million | 660 | 9 | $1.2 million |
| ARK Advisors |
|
$101.4 million | 320 | 2 | $316,944 |
| Astor Investment Management |
|
$324.8 million | 706 | 5 | $460,026 |
| AZA Capital Management |
|
$267.9 million | 325 | 7 | $824,402 |
| BCU Wealth Advisors |
|
$395.0 million | 790 | 13 | $500,002 |
| Benchmark Investment Advisors |
|
$211.0 million | 91 | 3 | $2.3 million |
| Blue Haven Capital |
|
$67.0 million | 141 | 2 | $475,177 |
| Bolmgren Retireplan |
|
$35.8 million | 91 | 2 | $393,844 |
| CAFG Wealth Management |
|
$204.0 million | 241 | 2 | $846,618 |
| CAP Strat |
|
$17.3 billion | 331 | 6 | $52.2 million |
| Capital Management Group |
|
$59.6 million | 55 | 2 | $1.1 million |
| Capital Resource Management |
|
$492.0 million | 46 | 1 | $10.7 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 |
| Cliffwater |
|
$14.3 billion | 43 | 56 | $331.7 million |
| Contour Financial |
|
$51.1 million | 70 | 3 | $729,683 |
| Coyle |
|
$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 |
| 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 |
|
$2.6 billion | 160 | 4 | $16.5 million |
| Financial Engines Advisors |
|
$242.0 billion | 1,319,970 | 650 | $183,314 |
| Financial Planning Advisors |
|
$24.7 million | 243 | 1 | $101,556 |
| Financial Solutions Advisory Group |
|
$650.0 million | 335 | 8 | $1.9 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 |
| 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 |
|
$1.7 billion | 970 | 14 | $1.7 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 |
| Jose Cuevas DBA Wisdom Investments |
|
$33.1 million | 100 | 1 | $331,020 |
| 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 |
| Latitude Advisors |
|
$348.6 million | 1,335 | 75 | $261,105 |
| Leslie Global Wealth |
|
$235.8 million | 334 | 3 | $705,920 |
| Long Financial Planning |
|
$33.7 million | 71 | 1 | $474,647 |
| Marquette Associates |
|
$13.3 billion | 149 | 12 | $89.3 million |
| Marquette Associates |
|
$838.5 million | 18 | 3 | $46.6 million |
| Masus Financial Group |
|
$153.0 million | 359 | 3 | $426,306 |
| Mclaughlin Asset Management |
|
$92.3 million | 95 | 2 | $971,638 |
| Mendel Money Management |
|
$264.0 million | 203 | 4 | $1.3 million |
| Midway Capital Research & Management |
|
$63.9 million | 53 | 2 | $1.2 million |
| Moller Wealth Partners |
|
$501.6 million | 245 | 4 | $2.0 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 |
| 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 |
|
$601.8 million | 217 | 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 |
| Sebold Capital Management |
|
$258.7 million | 156 | 3 | $1.7 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 |
| Terril & Company |
|
$677.4 million | 375 | 3 | $1.8 million |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 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 |
| Wabash Capital |
|
$131.6 million | 528 | 4 | $249,228 |
| 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 |
| 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
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About the Editorial Team
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