This week, we're highlighting top performers in IL
RIA Pulse Local Standouts: IL
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in IL:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. BOON CAPITAL ADVISORS LLC (NORTHBROOK, IL) Standout metrics: Aum Per Advisor (98th percentile), Accounts Per Client (97th percentile), Aum Per Employee (89th percentile)
2. TRUEMAN BROWN (LAKE ZURICH, IL) Standout metrics: Aum Per Advisor (98th percentile), Client To Advisor Ratio (93th percentile), Aum Per Employee (92th percentile)
3. MARK BELL ADVISORY SERVICES, INC. (CHICAGO, IL) Standout metrics: Aum Per Employee (98th percentile), Aum Per Advisor (95th percentile), Average Aum Per Client (94th percentile)
4. NORTH SHORE INVESTMENT CONSULTING LLC (WILMETTE, IL) Standout metrics: Aum Per Employee (99th percentile), Aum Per Advisor (96th percentile), Client To Advisor Ratio (84th percentile)
5. MINDFUL WEALTH LLC (NORTHBROOK, IL) Standout metrics: Aum Per Advisor (99th percentile), Average Aum Per Client (95th percentile), Aum Per Employee (93th percentile)
6. MCCULLEY FINANCIAL GROUP, LLC (WESTCHESTER, IL) Standout metrics: Aum Per Employee (100th percentile), Client To Advisor Ratio (99th percentile), Aum Per Advisor (97th percentile)
7. PATRICK M. SWEENEY & ASSOCIATES, INC (LIBERTYVILLE, IL) Standout metrics: Accounts Per Client (86th percentile), Average Aum Per Client (85th percentile), Aum Per Advisor (85th percentile)
8. MADDEN FUNDS MANAGEMENT (OAK PARK, IL) Standout metrics: Aum Per Advisor (84th percentile), Aum Per Employee (83th percentile), Accounts Per Employee (79th percentile)
9. INTEGRAL FINANCIAL PLANNING LLC (Unknown) Standout metrics: Aum Per Advisor (94th percentile), Accounts Per Employee (85th percentile), Aum Per Employee (84th percentile)
10. MWS CAPITAL CONSULTANTS LLC (CHICAGO, IL) Standout metrics: Accounts Per Employee (96th percentile), Aum Per Employee (88th percentile)
$250M to $500M AUM
1. HORIZON FAMILY WEALTH, INC. (CHICAGO, IL) Standout metrics: Aum Per Advisor (100th percentile), Accounts Per Client (94th percentile), Aum Per Employee (93th percentile)
2. CURA WEALTH ADVISORS, LLC (CHICAGO, IL) Standout metrics: Aum Per Advisor (96th percentile), Aum Per Employee (96th percentile), Average Aum Per Client (89th percentile)
3. SILIGMUELLER & NORVID WEALTH ADVISORS LLC (GLEN ELLYN, IL) Standout metrics: Accounts Per Client (95th percentile), Average Aum Per Client (87th percentile), Aum Per Employee (85th percentile)
4. MEREDITH WEALTH PLANNING (MARYVILLE, IL) Standout metrics: Aum Per Employee (99th percentile), Accounts Per Client (89th percentile), Aum Per Advisor (88th percentile)
5. GRAYBILL WEALTH MANAGEMENT, LTD. (ELMHURST, IL) Standout metrics: Aum Per Advisor (92th percentile), Client To Advisor Ratio (87th percentile), Aum Per Employee (80th percentile)
6. WATERSHED PRIVATE WEALTH LLC (OAK BROOK, IL) Standout metrics: Accounts Per Client (90th percentile), Aum Per Employee (87th percentile), Accounts Per Employee (82th percentile)
7. COGENT STRATEGIC WEALTH LLC (CHICAGO, IL) Standout metrics: Accounts Per Client (96th percentile), Average Aum Per Client (83th percentile), Aum Per Advisor (81th percentile)
8. HEDEKER WEALTH LLC (LINCOLNSHIRE, IL) Standout metrics: Aum Per Advisor (95th percentile), Client To Advisor Ratio (90th percentile)
9. CAMBRIDGE CAPITAL MANAGEMENT, LLC (O'FALLON, IL) Standout metrics: Client To Advisor Ratio (85th percentile), Accounts Per Employee (85th percentile), Aum Per Advisor (80th percentile)
10. THE NESTEGG GROUP, INC. (LINCOLNWOOD, IL) Standout metrics: Accounts Per Employee (96th percentile), Accounts Per Client (86th percentile), Aum Per Employee (84th percentile)
$500M to $1B AUM
1. RIVERPOINT WEALTH MANAGEMENT (CHICAGO, IL) Standout metrics: Accounts Per Client (100th percentile), Accounts Per Employee (97th percentile), Aum Per Employee (95th percentile)
2. TRIFECTA CAPITAL ADVISORS, LLC (NORTHBROOK, IL) Standout metrics: Aum Per Employee (100th percentile), Aum Per Advisor (90th percentile), Average Aum Per Client (85th percentile)
3. ABERDEEN WEALTH MANAGEMENT LLC (LAKE BLUFF, IL) Standout metrics: Aum Per Advisor (100th percentile), Aum Per Employee (94th percentile), Average Aum Per Client (82th percentile)
4. CLUNE & ASSOCIATES (CHICAGO, IL) Standout metrics: Accounts Per Client (92th percentile), Aum Per Employee (88th percentile), Accounts Per Employee (79th percentile)
5. LAKE STREET (CHICAGO, IL) Standout metrics: Accounts Per Employee (89th percentile), Accounts Per Client (83th percentile), Aum Per Employee (81th percentile)
6. RESOURCE FINANCIAL GROUP, LTD. (WILMETTE, IL) Standout metrics: Aum Per Advisor (95th percentile), Accounts Per Client (93th percentile), Client To Advisor Ratio (90th percentile)
7. ROBERTS, GLORE & CO. (DEERFIELD, IL) Standout metrics: Aum Per Employee (84th percentile), Accounts Per Employee (77th percentile)
8. HARTLINE INVESTMENT CORPORATION (WINNETKA, IL) Standout metrics: Aum Per Advisor (98th percentile), Aum Per Employee (92th percentile), Aum Per Account (85th percentile)
9. MOLLER WEALTH PARTNERS (NORTHFIELD, IL) Standout metrics: Accounts Per Client (97th percentile), Accounts Per Employee (84th percentile)
10. SAWYER FALDUTO ASSET MANAGEMENT, LLC (ELMHURST, IL) Standout metrics: Client To Advisor Ratio (92th percentile), Aum Per Employee (86th percentile), Aum Per Advisor (81th percentile)
$1B to $5B AUM
1. ARTHUR M. COHEN & ASSOCIATES LLC (NORTHBROOK, IL) Standout metrics: Accounts Per Client (100th percentile), Accounts Per Employee (96th percentile), Aum Per Employee (94th percentile)
2. CHESLEY, TAFT & ASSOCIATES, LLC (CHICAGO, IL) Standout metrics: Accounts Per Client (99th percentile), Aum Per Advisor (91th percentile), Aum Per Employee (90th percentile)
3. PERFORMANCE WEALTH (HINSDALE, IL) Standout metrics: Accounts Per Employee (95th percentile), Aum Per Advisor (94th percentile), Accounts Per Client (81th percentile)
4. PARKSIDE INVESTMENTS, LLC (DEERFIELD, IL) Standout metrics: Aum Per Employee (91th percentile), Aum Per Advisor (86th percentile)
5. KEEBECK WEALTH MANAGEMENT LLC (CHICAGO, IL) Standout metrics: Aum Per Advisor (100th percentile), Aum Per Employee (99th percentile)
6. CHICAGO CAPITAL, LLC (CHICAGO, IL) Standout metrics: Aum Per Advisor (96th percentile), Accounts Per Client (76th percentile)
7. BROWNSON, REHMUS & FOXWORTH, INC. (CHICAGO, IL) Standout metrics: Aum Per Advisor (87th percentile), Aum Per Employee (87th percentile), Accounts Per Employee (82th percentile)
8. MEDIQUS ASSET ADVISORS, INC. (CHICAGO, IL) Standout metrics: Client To Advisor Ratio (94th percentile), Accounts Per Employee (89th percentile), Aum Per Advisor (75th percentile)
9. EMBREE FINANCIAL GROUP (CHICAGO, IL) Standout metrics: Accounts Per Employee (84th percentile), Accounts Per Client (75th percentile)
10. ZUCKERMAN INVESTMENT GROUP (CHICAGO, IL) Standout metrics: Aum Per Advisor (88th percentile), Accounts Per Client (85th percentile)
Over $5B AUM
1. GREAT LAKES ADVISORS, LLC (CHICAGO, IL) Standout metrics: Aum Per Advisor (100th percentile), Client To Advisor Ratio (85th percentile), Aum Per Employee (80th percentile)
2. ADAMS STREET PARTNERS, LLC (CHICAGO, IL) Standout metrics: Aum Per Advisor (98th percentile), Aum Per Account (94th percentile), Average Aum Per Client (88th percentile)
3. CALAMOS ADVISORS LLC (NAPERVILLE, IL) Standout metrics: Aum Per Advisor (90th percentile)
4. MILLIMAN FINANCIAL RISK MANAGEMENT LLC (CHICAGO, IL) Standout metrics: Aum Per Employee (100th percentile), Aum Per Account (98th percentile), Aum Per Advisor (83th percentile)
5. CAP STRAT (OAKBROOK TERRACE, IL) Standout metrics: Accounts Per Client (86th percentile)
6. WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (CHICAGO, IL) Standout metrics: Aum Per Employee (86th percentile), Aum Per Account (84th percentile), Average Aum Per Client (76th percentile)
7. PMA ASSET MANAGEMENT, LLC (NAPERVILLE, IL) Standout metrics: Average Aum Per Client (90th percentile), Accounts Per Client (87th percentile), Aum Per Account (80th percentile)
8. GRESHAM PARTNERS, LLC (CHICAGO, IL) Standout metrics: Aum Per Employee (84th percentile), Aum Per Account (76th percentile)
9. CRESSET ASSET MANAGEMENT, LLC (CHICAGO, IL) Standout metrics: Aum Per Advisor (85th percentile), Accounts Per Employee (80th percentile)
10. CIBC PRIVATE WEALTH ADVISORS, INC. (CHICAGO, IL) Standout metrics: Accounts Per Client (84th percentile), Client To Advisor Ratio (79th percentile), Aum Per Advisor (76th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
