Investment adviser firms in Illinois · Page 7
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
677 firms · Source months shown: July 2026 and August 2026
- THE MOSAIC FINANCIAL GROUP, LLCCRD 109816 · CHICAGO, IL$948,721,875.00Regulatory AUM · August 2026
- THE NESTEGG GROUP, INC.CRD 118419 · LINCOLNWOOD, IL$331,028,505.00Regulatory AUM · August 2026
- THE PLANNING CENTER, INC.CRD 118994 · MOLINE, IL$1,371,859,808.00Regulatory AUM · August 2026
- THE VISTRIA GROUP, LPCRD 167045 · CHICAGO, IL$13,987,698,223.00Regulatory AUM · August 2026
- THOMA BRAVO, L.P.CRD 157041 · CHICAGO, IL$182,937,300,000.00Regulatory AUM · August 2026
- THREE SIXTY WEALTH MANAGEMENT, LLCCRD 301007 · BLOOMINGTON, IL$190,090,772.00Regulatory AUM · August 2026
- TILDEN LOUCKS & WOODNORTH LLCCRD 106713 · ELMHURST, IL$173,286,119.00Regulatory AUM · August 2026
- TILIA HOLDINGS, LLCCRD 292148 · CHICAGO, IL$311,857,000.00Regulatory AUM · August 2026
- TIMOTHY FINANCIAL COUNSEL, INC.CRD 123037 · WHEATON, ILNot availableRegulatory AUM · August 2026
- TOTAL CLARITY WEALTH MANAGEMENT, INCCRD 142728 · ST. CHARLES, IL$755,449,000.00Regulatory AUM · August 2026
- TOWERS WATSON INVESTMENT SERVICES, INC.CRD 110473 · CHICAGO, IL$62,667,567,768.00Regulatory AUM · August 2026
- TPG ADVISORS LLCCRD 298496 · NORTHFIELD, IL$291,461,254.00Regulatory AUM · August 2026
- TRADELINK CAPITAL LLCCRD 161971 · CHICAGO, IL$267,759,057.00Regulatory AUM · August 2026
- TRANSITION EQUITY PARTNERS, LLCCRD 324358 · CHICAGO, IL$501,770,331.00Regulatory AUM · August 2026
- TREETOP WEALTH MANAGEMENT, LLCCRD 155013 · NORTHFIELD, IL$210,000,000.00Regulatory AUM · August 2026
- TRIFECTA CAPITAL ADVISORS, LLCCRD 317391 · NORTHBROOK, IL$927,416,394.00Regulatory AUM · August 2026
- TRIGRAN INVESTMENTS, INC.CRD 155200 · NORTHBROOK, IL$533,193,505.00Regulatory AUM · August 2026
- TRUEMAN BROWN, LLCCRD 141602 · LAKE ZURICH, IL$196,050,099.00Regulatory AUM · August 2026
- TRUEMARK INVESTMENTS, LLCCRD 306600 · CHICAGO, IL$1,419,410,000.00Regulatory AUM · August 2026
- TSFG, LLCCRD 172555 · LAKE FOREST, IL$997,218,360.00Regulatory AUM · August 2026
- TSP INVESTMENT ADVISERS, L.L.C.CRD 333815 · CHICAGO, IL$304,725,000.00Regulatory AUM · August 2026
- TWIN BRIDGE CAPITAL PARTNERS, LLCCRD 160403 · CHICAGO, IL$5,204,763,700.00Regulatory AUM · August 2026
- TYREE & D'ANGELO PARTNERS MANAGEMENT LPCRD 298088 · CHICAGO, IL$2,581,389,603.00Regulatory AUM · August 2026
- UHLMANN INVESTMENT MANAGEMENT, L.L.C.CRD 118025 · SKOKIE, IL$273,182,000.00Regulatory AUM · August 2026
- UNCOMMON EQUITY LLCCRD 314936 · CHICAGO, IL$198,801,821.00Regulatory AUM · August 2026
- UNIQUE WEALTH STRATEGIESCRD 323994 · BURR RIDGE, IL$381,500,000.00Regulatory AUM · August 2026
- URBAN FINANCIAL ADVISORY CORPCRD 110057 · CHICAGO, IL$1,275,389,164.00Regulatory AUM · August 2026
- V-SQUARE QUANTITATIVE MANAGEMENT LLCCRD 310355 · CHICAGO, IL$1,416,565,556.00Regulatory AUM · August 2026
- VALOR MANAGEMENT LLCCRD 160014 · CHICAGO, IL$59,316,626,010.00Regulatory AUM · August 2026
- VALORAN CAPITAL MANAGEMENT, LLCCRD 313634 · CHICAGO, IL$157,826,893.00Regulatory AUM · August 2026
- VANTAGE POINT FINANCIAL LLCCRD 305016 · LISLE, IL$484,569,719.00Regulatory AUM · August 2026
- VERMILLION FINANCIAL ADVISORS, INC.CRD 119239 · SOUTH BARRINGTON, IL$386,742,517.00Regulatory AUM · August 2026
- VERSATILE CAPITAL MANAGEMENT L.L.C.CRD 173611 · CHICAGO, IL$130,067,939.00Regulatory AUM · August 2026
- VERTEX PLANNING PARTNERS, LLCCRD 316839 · DOWNERS GROVE, IL$1,011,939,498.00Regulatory AUM · August 2026
- VERTIS WEALTH, LLCCRD 307270 · CHICAGO, IL$140,670,604.00Regulatory AUM · August 2026
- VESTGEN ADVISORS, LLCCRD 318657 · CHICAGO, IL$6,665,601,942.00Regulatory AUM · August 2026
- VESTOR CAPITAL, LLCCRD 165855 · CHICAGO, IL$2,275,902,104.00Regulatory AUM · August 2026
- VIA IV INVESTMENTS, LLCCRD 121992 · BURR RIDGE, IL$221,830,752.00Regulatory AUM · August 2026
- VICTORY PARK CAPITAL ADVISORS, LLCCRD 161079 · CHICAGO, IL$3,647,763,476.00Regulatory AUM · August 2026
- VIRTUE ASSET MANAGEMENT LLCCRD 283438 · BARRINGTON, IL$211,417,028.00Regulatory AUM · August 2026
- VISTAMARK INVESTMENTS LLCCRD 335309 · HINSDALE, IL$322,418,864.00Regulatory AUM · August 2026
- VITAL WEALTH MANAGEMENT, LLCCRD 156455 · ROSEMONT, IL$300,835,442.00Regulatory AUM · August 2026
- VIVALDI CAPITAL MANAGEMENT LPCRD 160150 · CHICAGO, IL$5,641,138,588.00Regulatory AUM · July 2026
- WALL STREET FINANCIAL GROUP, INC.CRD 289051 · CARLINVILLE, IL$187,678,567.00Regulatory AUM · August 2026
- WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCCRD 299595 · HIGHLAND PARK, IL$732,171,064.00Regulatory AUM · August 2026
- WALTON STREET CAPITAL, L.L.C.CRD 147210 · CHICAGO, IL$9,762,575,916.00Regulatory AUM · August 2026
- WARBERG ASSET MANAGEMENT LLCCRD 164003 · WINNETKA, IL$805,869,280.00Regulatory AUM · August 2026
- WATER STREET HEALTHCARE PARTNERS, LLCCRD 156694 · CHICAGO, IL$7,490,467,694.00Regulatory AUM · August 2026
- WATERSHED PRIVATE WEALTH LLCCRD 316408 · OAK BROOK, IL$413,695,756.00Regulatory AUM · August 2026
- WATERTON INVESTMENT ADVISER, L.L.C.CRD 285602 · CHICAGO, IL$4,331,533,757.00Regulatory AUM · August 2026
- WAUD CAPITAL PARTNERS, LLCCRD 160632 · CHICAGO, IL$4,560,711,481.00Regulatory AUM · August 2026
- WAVVEST WEALTH LLCCRD 332096 · CHICAGO, IL$268,451,319.00Regulatory AUM · August 2026
- WAYSTONE ASSET MANAGEMENT (USA) LLCCRD 315393 · CHICAGO, IL$742,628,188.00Regulatory AUM · August 2026
- WEALTH BUILDER FUNDS, LLCCRD 328782 · CARY, ILNot availableRegulatory AUM · July 2026
- WESTERN PACIFIC WEALTH MANAGEMENT, LPCRD 152714 · LAKE FOREST, IL$205,539,281.00Regulatory AUM · August 2026
- WILLIAM BLAIR & COMPANY L.L.C.CRD 1252 · CHICAGO, IL$64,284,844,374.00Regulatory AUM · August 2026
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCRD 173961 · CHICAGO, IL$65,596,131,787.00Regulatory AUM · August 2026
- WILLIAMS CAPITAL MANAGEMENT COMPANYCRD 109412 · WILMETTE, IL$225,556,373.00Regulatory AUM · August 2026
- WINCHESTER ASSET MANAGEMENT, LLCCRD 322300 · CHICAGO, IL$154,039,490.00Regulatory AUM · August 2026
- WIND POINT ADVISORS LLCCRD 156485 · CHICAGO, IL$8,584,254,859.00Regulatory AUM · August 2026
- WINDROCK WEALTH MANAGEMENT LLCCRD 166124 · NAPERVILLE, IL$363,227,815.00Regulatory AUM · August 2026
- WINONA CAPITAL MANAGEMENT, LLCCRD 162882 · CHICAGO, IL$255,644,015.00Regulatory AUM · August 2026
- WISDOM FINANCIAL SERVICES, L.L.C.CRD 127385 · GENESEO, IL$779,162,589.00Regulatory AUM · August 2026
- WISHBONE MANAGEMENT, LPCRD 283479 · CHICAGO, IL$1,118,424,049.00Regulatory AUM · August 2026
- WOLF FINANCIAL ADVISORS LLCCRD 146080 · PEKIN, IL$124,856,762.00Regulatory AUM · August 2026
- WOLVERINE ASSET MANAGEMENT, LLCCRD 138907 · CHICAGO, IL$14,827,291,408.00Regulatory AUM · August 2026
- WOODFIELD FINANCIAL ADVISORS, INC.CRD 123279 · DEER PARK, IL$230,069,047.00Regulatory AUM · August 2026
- WORLD EQUITY GROUP, INC.CRD 29087 · SCHAUMBURG, IL$1,001,368,180.00Regulatory AUM · August 2026
- WP GLOBAL PARTNERS LLCCRD 135689 · CHICAGO, IL$3,010,853,530.00Regulatory AUM · August 2026
- WYNNCHURCH CAPITAL, L.P.CRD 173227 · ROSEMONT, IL$9,124,413,801.00Regulatory AUM · August 2026
- XA INVESTMENTS LLCCRD 284005 · CHICAGO, IL$865,643,706.00Regulatory AUM · August 2026
- XXI WEALTH, LLCCRD 330796 · CHICAGO, IL$531,547,477.00Regulatory AUM · August 2026
- YUNISTONE INVESTMENT GROUP, LLCCRD 149728 · CHICAGO, IL$119,502,522.00Regulatory AUM · August 2026
- ZACKS INTELLIGENCE LLCCRD 333798 · CHICAGO, IL$2.00Regulatory AUM · August 2026
- ZACKS INVESTMENT MANAGEMENT, INC.CRD 110897 · CHICAGO, IL$14,589,556,613.00Regulatory AUM · August 2026
- ZIMMERMAN WEALTH MANAGEMENT, LLCCRD 127526 · EVANSTON, IL$472,435,223.00Regulatory AUM · August 2026
- ZUCKERMAN INVESTMENT GROUP, LLCCRD 137785 · CHICAGO, IL$2,167,050,844.00Regulatory AUM · August 2026