Best Financial Advisor Firms Illinois 2023

investor.com

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 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 $48.1 million 109 1 $441,283
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
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
Baldwin Financial Advisors 5/5 Stars $0.0 220 3 $0.0
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 $43.2 million 75 2 $576,082
CAFG Wealth Management 5/5 Stars $204.0 million 241 2 $846,618
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
Capital Strategies Investment Group 5/5 Stars $17.3 billion 331 6 $52.2 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
Cornerstone Management 5/5 Stars $1.3 billion 282 6 $4.8 million
Coyle Financial Counsel 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
Ellis Wealth Advisors 5/5 Stars $4.1 million 12 1 $343,890
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 $2.5 billion 165 3 $15.1 million
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
Fisher Financial Group 5/5 Stars $24.2 million 141 1 $171,367
Forest Capital Management 5/5 Stars $1.6 billion 94 5 $16.7 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
Harman Investment Advisors 5/5 Stars $3.7 million 14 1 $261,215
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 $1.8 billion 1,706 14 $1.0 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
KDM Investment Management 5/5 Stars $83.0 million 119 2 $697,604
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
Klaas Financial Asset Advisors 5/5 Stars $478.3 million 1,010 12 $473,545
Long Financial Planning 5/5 Stars $33.7 million 71 1 $474,647
Marquette Associates 5/5 Stars $838.5 million 18 3 $46.6 million
Mclaughlin Asset Management 5/5 Stars $92.3 million 95 2 $971,638
Mendel Money Management 5/5 Stars $264.0 million 203 3 $1.3 million
Midway Capital Research & Management 5/5 Stars $63.9 million 53 2 $1.2 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
Quadrant Real Estate Advisors 5/5 Stars $565.0 million 4 11 $141.3 million
Ranger International Management 5/5 Stars $171.6 million 37 2 $4.6 million
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 $542.0 million 197 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
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
Tallwoods Partners 5/5 Stars $242.5 million 5 2 $48.5 million
Terril & Company 5/5 Stars $677.4 million 375 3 $1.8 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
VIA IV Investments 5/5 Stars $188.8 million 564 4 $334,836
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
Wisdom Investments 5/5 Stars $33.1 million 100 1 $331,020
Yunistone Investment Group 5/5 Stars $87.3 million 16 1 $5.5 million
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

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.


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