Fee-OnlyFinder

% of assets managed in Chicago, IL

168 advisers in Chicago offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 168

103 Advisory Group231 S. Lasalle Street, 21st Floor · Chicago, IL 60604 · (312) 543-8759 · Financial planningCRD 314694 · % of assets, Fixed fees · $257.2 million AUMSEC registeredNo commissions reportedAam10 S. Riverside Plaza, Ste 700 · Chicago, IL 60606 · (312) 263-2900 · Flat / fixed feesCRD 109875 · % of assets, Fixed fees, Performance-based fees · $27.5 billion AUMSEC registeredNo commissions reportedAaron Wealth Advisors515 N. State St., Suite 1770 · Chicago, IL 60654 · (312) 506-5780 · Flat / fixed feesCRD 298079 · % of assets, Fixed fees · $4.3 billion AUMSEC registeredNo commissions reportedAccess Financial Group, INC.118 N. Clinton Street, Suite 450 · Chicago, IL 60661 · (312) 655-8200 · % of assets managedCRD 33065 · % of assets · $302.3 million AUMSEC registeredNo commissions reportedAdvisory Research INC180 N Stetson Avenue, Suite 5500 · Chicago, IL 60601 · (312) 565-1414 · % of assets managedCRD 108254 · % of assets, Performance-based fees · $991.3 million AUMSEC registeredNo commissions reportedAlerce Investment Management, L.P.676 North Michigan Ave., Suite 4000 · Chicago, IL 60611 · (312) 448-5500 · % of assets managedCRD 285746 · % of assets, Performance-based fees · $226.9 million AUMSEC registeredNo commissions reportedAltair Advisers, LLC225 W. Washington Street, Suite 2400 · Chicago, IL 60606 · (312) 429-3000 · Financial planningCRD 120642 · % of assets, Hourly charges, Fixed fees · $9.8 billion AUMSEC registeredNo commissions reportedAltman Advisors233 S Wacker Dr., Suite 9750 · Chicago, IL 60606 · (312) 759-7801 · Financial planningCRD 281778 · % of assets, Hourly charges, Fixed fees · $483.4 million AUMSEC registeredNo commissions reportedAon Investments USA INC.200 East Randolph Street, Suite 600 · Chicago, IL 60601 · (312) 381-7963 · Hourly feesCRD 105596 · % of assets, Hourly charges, Fixed fees · $151.0 billion AUMSEC registeredNo commissions reportedApex Quantitative Group, LLC203 N Lasalle St, Ste 2100 · Chicago, IL 60601 · (978) 500-1518 · % of assets managedCRD 333956 · % of assets · $1.5 million AUMState registeredNo commissions reported
Arena Private Wealth401 N. Michigan Avenue, Suite 610 · Chicago, IL 60611 · (312) 798-9045 · Financial planningCRD 332302 · % of assets, Hourly charges, Fixed fees · $404.7 million AUMSEC registeredNo commissions reportedArete Wealth Advisors, LLC1115 W Fulton Market, 3rd Floor · Chicago, IL 60607 · (312) 940-3684 · Financial planningCRD 145488 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedAriel Investments, LLC200 East Randolph Street, Suite 2900 · Chicago, IL 60601 · (312) 726-0140 · % of assets managedCRD 108211 · % of assets, Performance-based fees · $12.8 billion AUMSEC registeredNo commissions reportedAtivo Capital Management, LLC120 N Lasalle Street, Suite 1160 · Chicago, IL 60602 · (312) 263-7600 · % of assets managedCRD 125303 · % of assets, Performance-based fees, Other · $862.7 million AUMSEC registeredNo commissions reportedAza Capital Management141 W Jackson Blvd, Suite 3332 · Chicago, IL 60604 · (312) 429-0880 · Financial planningCRD 109784 · % of assets, Fixed fees · $339.6 million AUMSEC registeredNo commissions reportedBankers Life Advisory Services, INC.303 E. Wacker Drive, Ste 500 · Chicago, IL 60601 · (844) 553-9083 · Financial planningCRD 281285 · % of assets, Other · $2.5 billion AUMSEC registeredNo commissions reportedBantamac Capital, LLC455 N Cityfront Plaza, Suite 1710 · Chicago, IL 60611 · (872) 326-1723 · % of assets managedCRD 307765 · % of assets · $224.7 million AUMSEC registeredNo commissions reportedBard Associates INC233 South Wacker Drive, Suite 4400 · Chicago, IL 60606 · (312) 782-9600 · Financial planningCRD 104984 · % of assets · $416.2 million AUMSEC registeredNo commissions reportedBarrington Asset Management, INC.161 North Clark St., Suite 2950 · Chicago, IL 60601 · (312) 634-6363 · % of assets managedCRD 113740 · % of assets · $55.2 million AUMState registeredNo commissions reportedBayworth Capital875 N Michigan Avenue, Suite 3100 · Chicago, IL 60611 · (312) 788-7425 · Financial planningCRD 284360 · % of assets, Fixed fees · $90.6 million AUMState registeredNo commissions reportedBenchmark Investment Advisors LLC180 N Stetson Ave., Ste 1990 · Chicago, IL 60601 · (312) 552-9595 · Financial planningCRD 159705 · % of assets · $329.2 million AUMSEC registeredNo commissions reportedBlue Line Capital141 W. Jackson Blvd, Suite 2620 · Chicago, IL 60604 · (312) 837-3944 · Financial planningCRD 304024 · % of assets · $131.9 million AUMSEC registeredNo commissions reportedBmo Family Office, LLC320 South Canal Street, Floor 12 · Chicago, IL 60606 · (650) 210-5042 · Financial planningCRD 110264 · % of assets, Hourly charges, Fixed fees · $10.0 billion AUMSEC registeredNo commissions reportedBruce & CO INC20 N. Wacker Drive Ste 2414 · Chicago, IL 60606 · (312) 236-9160 · % of assets managedCRD 104735 · % of assets · $379.5 million AUMSEC registeredNo commissions reportedBurling Wealth PartnersOne South Wacker Drive, Suite 2150 · Chicago, IL 60606 · (312) 825-0262 · Financial planningCRD 332198 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedCastleark Management LLC1 N. Wacker Drive, Suite 3950 · Chicago, IL 60606 · (312) 456-9682 · % of assets managedCRD 109587 · % of assets · $4.6 billion AUMSEC registeredNo commissions reportedChanning Capital Management, LLC10 South Lasalle Street S, Suite 2401 · Chicago, IL 60603 · (312) 223-0211 · % of assets managedCRD 128450 · % of assets, Performance-based fees · $4.2 billion AUMSEC registeredNo commissions reportedChesley, Taft & Associates, LLC135 S. Lasalle Street, Suite 2900 · Chicago, IL 60603 · (312) 873-1260 · Financial planningCRD 111578 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedChicago Capital, LLC550 W. Washington Blvd., Ste. 1650 · Chicago, IL 60661 · (312) 429-2333 · Financial planningCRD 291624 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedChicago Partners Investment Group LLC1 North Wacker Drive, Suite 4075 · Chicago, IL 60606 · (312) 284-6363 · Financial planningCRD 147662 · % of assets, Fixed fees · $7.5 billion AUMSEC registeredNo commissions reportedChicago Wealth Management, INC.Two North Riverside Plaza, Suite 1620 · Chicago, IL 60606 · (312) 376-8350 · Financial planningCRD 112271 · % of assets, Hourly charges, Fixed fees · $365.7 million AUMSEC registeredNo commissions reportedCibc Private Wealth Advisors, INC.181 West Madison Street, 36th Floor · Chicago, IL 60602 · (312) 368-7700 · Financial planningCRD 109644 · % of assets, Fixed fees · $67.8 billion AUMSEC registeredNo commissions reportedCogent Strategic Wealth LLC77 West Wacker Drive, Suite 4500 · Chicago, IL 60601 · (312) 382-8388 · Financial planningCRD 152715 · % of assets · $336.0 million AUMSEC registeredNo commissions reportedCohen Capital303 East Wacker Drive, Suite 2103 · Chicago, IL 60601 · (312) 477-3155 · Financial planningCRD 339112 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCresset Asset Management, LLC444 W. Lake Street, Suite 4700 · Chicago, IL 60606 · (312) 429-2400 · Financial planningCRD 288566 · % of assets, Fixed fees, Performance-based fees · $78.9 billion AUMSEC registeredNo commissions reportedCts Financial Planning, INC.737 North Michigan Avenue, Suite 2120 · Chicago, IL 60611 · (312) 337-1040 · Financial planningCRD 110960 · % of assets, Hourly charges, Fixed fees · $313.9 million AUMSEC registeredNo commissions reportedCura Wealth Advisors, LLC180 North Stetson Ave, Ste 3500 · Chicago, IL 60601 · (312) 320-0058 · Financial planningCRD 332511 · % of assets, Hourly charges, Fixed fees · $527.7 million AUMSEC registeredNo commissions reportedCuri Capital, LLCOne North Wacker Drive, Suite 3500 · Chicago, IL 60606 · (312) 993-5800 · Financial planningCRD 134249 · % of assets, Fixed fees, Performance-based fees · $11.6 billion AUMSEC registeredNo commissions reportedDco Capital Management LLC440 S. Lasalle St., Suite 1822 · Chicago, IL 60605 · (312) 932-8011 · Financial planningCRD 142637 · % of assets · $24.0 million AUMState registeredNo commissions reportedDearborn Partners L.L.C.200 W Madison St, Suite 1950 · Chicago, IL 60606 · (312) 795-1000 · Financial planningCRD 108147 · % of assets · $2.7 billion AUMSEC registeredNo commissions reportedDolan McEniry Capital Management LLC120 North Lasalle Street, Suite 1510 · Chicago, IL 60602 · (312) 345-4800 · % of assets managedCRD 108658 · % of assets · $13.8 billion AUMSEC registeredNo commissions reportedDorsey Asset Management150 North Wacker Dr, Suite 960 · Chicago, IL 60606 · (312) 982-2543 · % of assets managedCRD 169056 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedDoyenne Wealth Advisors227 W Monroe Street, Suite 4650 · Chicago, IL 60606 · (312) 374-0844 · Financial planningCRD 315995 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedDriehaus Capital Management LLC25 East Erie Street · Chicago, IL 60611 · (312) 587-3800 · % of assets managedCRD 105757 · % of assets, Performance-based fees · $26.1 billion AUMSEC registeredNo commissions reportedEmbree Financial Group440 N Wells St, Suite 530 · Chicago, IL 60654 · (312) 527-5565 · Financial planningCRD 108233 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedEnvision Wealth Planning INC.1 W Monroe St., Suite 3-113 · Chicago, IL 60603 · (312) 448-1010 · Financial planningCRD 298672 · % of assets, Hourly charges, Fixed fees · $21.5 million AUMState registeredNo commissions reportedEquity Armor Investments318 West Adams Street, 10th Floor · Chicago, IL 60606 · (312) 318-9191 · % of assets managedCRD 156327 · % of assets, Performance-based fees · $184.3 million AUMSEC registeredNo commissions reportedExpressive Wealth LLC6601 N. Avondale Ave, Suite 200 · Chicago, IL 60631 · (847) 595-8812 · Financial planningCRD 329974 · % of assets, Hourly charges, Fixed fees · $165.2 million AUMSEC registeredNo commissions reportedFactor Wealth Management980 N Michigan Avenue, Ste 1320 · Chicago, IL 60611 · (312) 644-5040 · Financial planningCRD 104708 · % of assets, Hourly charges, Fixed fees · $781.0 million AUMSEC registeredNo commissions reportedFiducient Advisors LLC500 W Madison Street, Suite 3260 · Chicago, IL 60661 · (312) 853-1000 · Financial planningCRD 106720 · % of assets, Fixed fees, Performance-based fees · $97.5 billion AUMSEC registeredNo commissions reportedFinancial Solutions Advisory Group8700 W. Bryn Mawr Avenue, Suite 410-N · Chicago, IL 60631 · (773) 714-1540 · Financial planningCRD 125218 · % of assets, Hourly charges, Fixed fees · $935.0 million AUMSEC registeredNo commissions reportedFortis Portfolio Solutions, LLC200 E. Randolph St, Suite 5100 · Chicago, IL 60601 · (713) 854-6442 · % of assets managedCRD 314886 · % of assets · $140.0 million AUMSEC registeredNo commissions reportedFourstar Wealth Advisors, LLC1 N. Lasalle Street, Suite 2225 · Chicago, IL 60602 · (312) 667-1750 · Financial planningCRD 169613 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedG Squared Equity Management LP180 N Stetson Ave, Suite 5100 · Chicago, IL 60601 · (312) 552-7160 · % of assets managedCRD 289285 · % of assets, Performance-based fees · $6.6 billion AUMSEC registeredNo commissions reportedGcm Grosvenor L.P.900 North Michigan Avenue, Suite 1100 · Chicago, IL 60611 · (312) 506-6500 · Flat / fixed feesCRD 108654 · % of assets, Fixed fees, Performance-based fees · $95.5 billion AUMSEC registeredNo commissions reportedGenfi LLC1021 West Adams Street Suite 212 · Chicago, IL 60607 · (872) 213-1113 · Financial planningCRD 156464 · % of assets, Hourly charges, Fixed fees · $50.5 million AUMState registeredNo commissions reportedGeowealth Management LLC444 N. Michigan Avenue, Suite 3150 · Chicago, IL 60611 · (312) 219-9160 · Flat / fixed feesCRD 148222 · % of assets, Fixed fees · $17.6 billion AUMSEC registeredNo commissions reportedGrassland Capital, LLC134 N Lasalle Street, Suite 1050 · Chicago, IL 60602 · (312) 500-5070 · Hourly feesCRD 313631 · % of assets, Hourly charges, Fixed fees · $3.4 million AUMState registeredNo commissions reportedGreat Lakes Advisors, LLC231 S. Lasalle Street, 4th Floor · Chicago, IL 60604 · (312) 431-1700 · Financial planningCRD 110757 · % of assets, Fixed fees, Performance-based fees · $16.2 billion AUMSEC registeredNo commissions reportedGreenrock Research, INC.444 W. Lake St., Suite 1700 · Chicago, IL 60606 · (312) 463-1301 · Flat / fixed feesCRD 131825 · % of assets, Fixed fees · $863.9 million AUMSEC registeredNo commissions reportedGreenstone Belt Wealth Advisors, LLC401 N Michigan Ave, Suite 1200 · Chicago, IL 60611 · (312) 952-6550 · Financial planningCRD 335862 · % of assets, Hourly charges, Fixed fees · $260.1 million AUMSEC registeredNo commissions reportedGresham Partners, LLC333 W. Wacker Drive, Suite 700 · Chicago, IL 60606 · (312) 960-0200 · Financial planningCRD 108668 · % of assets, Fixed fees, Performance-based fees · $13.8 billion AUMSEC registeredNo commissions reportedHarris | Oakmark111 S. Wacker Drive, Suite 4600 · Chicago, IL 60606 · (312) 646-3600 · Flat / fixed feesCRD 106960 · % of assets, Fixed fees, Performance-based fees · $109.5 billion AUMSEC registeredNo commissions reportedHemsley Advisors, LTD.311 S Wacker Drive, Suite 1525 · Chicago, IL 60606 · (847) 381-7314 · Financial planningCRD 106414 · % of assets, Hourly charges, Fixed fees · $638.1 million AUMSEC registeredNo commissions reportedHerr Capital Management LLC10231 S. Western Avenue, Suite 1a · Chicago, IL 60643 · (312) 697-1600 · Financial planningCRD 122965 · % of assets, Hourly charges, Fixed fees · $79.3 million AUMState registeredNo commissions reportedHg Wealth Management, LLC401 N Michigan Ave, Suite 1200 · Chicago, IL 60611 · (312) 723-5116 · Financial planningCRD 161032 · % of assets, Hourly charges, Fixed fees · $34.5 million AUMState registeredNo commissions reportedHightower & Boler, LLC77 W Wacker Dr., Suite 4500 · Chicago, IL 60601 · (312) 624-7733 · Financial planningCRD 288369 · % of assets, Hourly charges, Fixed fees · $7.8 million AUMState registeredNo commissions reportedHightower Advisors, LLC200 W. Madison St., Suite 2500 · Chicago, IL 60606 · (312) 962-3800 · Financial planningCRD 145323 · % of assets, Hourly charges, Fixed fees · $198.6 billion AUMSEC registeredNo commissions reportedHorizon Family Wealth, INC.250 South Wacker Drive, Suite 430 · Chicago, IL 60606 · (312) 442-9192 · Financial planningCRD 315484 · % of assets, Hourly charges, Fixed fees · $278.8 million AUMSEC registeredNo commissions reportedHull Tactical141 W. Jackson Boulevard, Suite 1650 · Chicago, IL 60604 · (312) 356-3150 · % of assets managedCRD 171391 · % of assets · $177.0 million AUMSEC registeredNo commissions reportedHuron Investment Management, INC.420 W Huron St · Chicago, IL 60654 · (312) 714-9112 · % of assets managedCRD 164983 · % of assets · $23.7 million AUMState registeredNo commissions reportedIht Wealth Management LLC123 N. Wacker Dr., Suite 2300 · Chicago, IL 60606 · (855) 295-2828 · Financial planningCRD 171481 · % of assets, Hourly charges, Fixed fees · $9.8 billion AUMSEC registeredNo commissions reportedImpact Financial1 East Erie Street, #525-4173 · Chicago, IL 60611 · (312) 332-6589 · Financial planningCRD 308155 · % of assets, Hourly charges, Fixed fees · $25.8 million AUMState registeredNo commissions reportedIntertide Partners875 N Michigan Avenue, 41st Floor · Chicago, IL 60611 · (312) 961-5048 · % of assets managedCRD 326896 · % of assets, Performance-based fees · $971.4 million AUMSEC registeredNo commissions reportedInvestment Navigation LLC3701 N. Kedzie Ave · Chicago, IL 60625 · (773) 509-0579 · Financial planningCRD 297883 · % of assets, Hourly charges · $7.8 million AUMState registeredNo commissions reportedIolite Asset Management318 W. Adams St. FL 10 · Chicago, IL 60606 · (866) 903-1822 · % of assets managedCRD 338911 · % of assetsSEC registeredNo commissions reportedItaxandinvestments INC6859 W Addison St, Suite 1 · Chicago, IL 60634 · (773) 923-3208 · Financial planningCRD 338765 · % of assets, Fixed feesState registeredNo commissions reportedKai Wealth LLC401 West Superior Street, Suite 001 · Chicago, IL 60654 · (312) 605-8020 · Financial planningCRD 332136 · % of assets, Hourly charges, Subscription fees · $275.2 million AUMSEC registeredNo commissions reportedKeebeck Wealth Management150 N. Riverside Plaza, Suite 1850 · Chicago, IL 60606 · (312) 825-1200 · % of assets managedCRD 297496 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedKkm Financial LLC141 W. Jackson, Suite 1711 · Chicago, IL 60604 · (312) 448-7230 · % of assets managedCRD 165136 · % of assets · $865.7 million AUMSEC registeredNo commissions reportedKuhn & Company Investment Counsel, LLC8770 W Bryn Mawr Ave, Suite 710 · Chicago, IL 60631 · (630) 416-7700 · Financial planningCRD 306434 · % of assets, Hourly charges · $182.7 million AUMSEC registeredNo commissions reportedLake Jericho, LLC111 West Jackson Blvd, Ste 1700 · Chicago, IL 60604 · (312) 307-3350 · Financial planningCRD 173782 · % of assets, Hourly charges, Fixed fees · $31.7 million AUMState registeredNo commissions reportedLake Street128 N. May Street, Floor 2 · Chicago, IL 60607 · (312) 766-7040 · Financial planningCRD 296761 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedLcm Capital Management INC209 W. Jackson Boulevard, Suite 777 · Chicago, IL 60606 · (312) 705-3013 · Flat / fixed feesCRD 111074 · % of assets, Fixed fees · $403.0 million AUMSEC registeredNo commissions reportedLogan Stone200 S Wacker Drive, Suite 2650 · Chicago, IL 60606 · (312) 858-1670 · % of assets managedCRD 311547 · % of assets, Performance-based fees · $664.3 million AUMSEC registeredNo commissions reportedM1 Advisory200 North Lasalle Street, Suite 810 · Chicago, IL 60601 · (312) 600-2883 · % of assets managedCRD 249787 · % of assets · $633,573 AUMSEC registeredNo commissions reportedMainstreet Advisors120 N. Lasalle Street, Suite 3300 · Chicago, IL 60602 · (312) 223-0270 · Flat / fixed feesCRD 146615 · % of assets, Fixed fees · $5.9 billion AUMSEC registeredNo commissions reportedMarch Capital Corp.200 E Randolph St #5100 · Chicago, IL 60601 · (312) 443-8404 · Hourly feesCRD 24142 · % of assets, Hourly charges · $82.4 million AUMState registeredNo commissions reportedMaren Capital401 N. Michigan Ave, Suite 1645 · Chicago, IL 60611 · (773) 832-7602 · % of assets managedCRD 319626 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedMark Bell Advisory Services, INC.401 N Michigan Ave, Suite 1200 · Chicago, IL 60611 · (312) 840-8265 · Financial planningCRD 107114 · % of assets · $138.2 million AUMSEC registeredNo commissions reportedMarquette Associates, INC.180 North Lasalle Street, Suite 3500 · Chicago, IL 60601 · (312) 527-5500 · Hourly feesCRD 21572 · % of assets, Hourly charges, Fixed fees · $47.1 billion AUMSEC registeredNo commissions reportedMatrix Private Capital Group500 West Madison Street, Suite 1000 · Chicago, IL 60661 · (312) 736-9572 · % of assets managedCRD 285531 · % of assets, Performance-based fees · $561.0 million AUMSEC registeredNo commissions reportedMenominee Capital2158 W Belle Plaine Apt 2 · Chicago, IL 60618 · (906) 396-1458 · Financial planningCRD 304965 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedMentor Capital Management INC.823 W. Superior St., Unit C · Chicago, IL 60642 · (312) 526-3838 · Financial planningCRD 123176 · % of assets, Hourly charges, Fixed fees · $226.4 million AUMSEC registeredNo commissions reportedMesirow Financial Investment Management, INC.353 N. Clark St · Chicago, IL 60654 · (800) 621-4421 · Financial planningCRD 111135 · % of assets, Performance-based fees · $50.4 billion AUMSEC registeredNo commissions reportedMidway Capital Research & Management LLC400 North Michigan Avenue, Suite 1018 · Chicago, IL 60611 · (312) 445-8562 · Financial planningCRD 147139 · % of assets, Hourly charges, Fixed fees · $110.4 million AUMSEC registeredNo commissions reportedMilestone Money2000 N Racine Ave, Suite 2180 · Chicago, IL 60614 · (312) 815-8335 · Financial planningCRD 319203 · % of assets, Fixed fees · $56.0 million AUMState registeredNo commissions reportedMitchell Vaught & Taylor INC53 W. Jackson Suite 901 · Chicago, IL 60604 · (312) 922-1717 · Financial planningCRD 106160 · % of assets, Hourly charges · $42.4 million AUMSEC registeredNo commissions reportedMonroe Financial INC.1132 S Wabash Ave Ste 605 · Chicago, IL 60605 · (312) 906-7166 · Financial planningCRD 304658 · % of assets, Hourly charges · $8.3 million AUMState registeredNo commissions reportedMorningstar Investment Management LLC22 West Washington Street · Chicago, IL 60602 · (312) 696-6000 · Flat / fixed feesCRD 108031 · % of assets, Fixed fees, Other · $87.8 billion AUMSEC registeredNo commissions reportedMws Capital Consultants LLC750 North State Street, 7th Floor · Chicago, IL 60654 · (773) 412-4302 · Financial planningCRD 125061 · % of assets · $193.7 million AUMSEC registeredNo commissions reportedNeuberger Berman Loan Advisers Europe II LP190 South Lasalle Street, Suite 2400 · Chicago, IL 60603 · (312) 325-7700 · % of assets managedCRD 337854 · % of assets, Performance-based fees · $334.6 million AUMSEC registeredNo commissions reportedNeuberger Berman Loan Advisers II LLC190 South Lasalle Street, Suite 2400 · Chicago, IL 60603 · (312) 325-7700 · % of assets managedCRD 306601 · % of assets, Performance-based fees · $9.0 billion AUMSEC registeredNo commissions reportedNeuberger Berman Loan Advisers IV LLC190 South Lasalle Street, Suite 2400 · Chicago, IL 60603 · (312) 325-7700 · % of assets managedCRD 324282 · % of assets, Performance-based fees · $6.1 billion AUMSEC registeredNo commissions reportedNeuberger Berman Loan Advisers LLC190 South Lasalle Street, Suite 2400 · Chicago, IL 60603 · (312) 325-7700 · % of assets managedCRD 285579 · % of assets, Performance-based fees · $4.9 billion AUMSEC registeredNo commissions reportedNew England Research & Management, INC.53 West Jackson Blvd, 603 · Chicago, IL 60604 · (312) 212-1704 · Flat / fixed feesCRD 110739 · % of assets, Fixed fees · $337.1 million AUMSEC registeredNo commissions reportedNorth Star Investment Management Corporation20 N. Wacker Drive, Suite 2027 · Chicago, IL 60606 · (312) 580-0900 · Financial planningCRD 117681 · % of assets, Hourly charges, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedNorthern Trust Investments, Incorporated50 S Lasalle Street · Chicago, IL 60603 · (312) 630-6000 · Flat / fixed feesCRD 105780 · % of assets, Fixed fees, Performance-based fees · $1245.2 billion AUMSEC registeredNo commissions reportedNorthern Trust Securities, INC333 S. Wabash Avenue, 34th Floor · Chicago, IL 60604 · (312) 630-6000 · Financial planningCRD 7927 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedNuveen Asset Management, LLC333 West Wacker Drive · Chicago, IL 60606 · (312) 917-7700 · Flat / fixed feesCRD 155584 · % of assets, Fixed fees, Performance-based fees · $280.5 billion AUMSEC registeredNo commissions reportedOak Family Advisors, LLC150 North Wacker Drive, Suite 1760 · Chicago, IL 60606 · (312) 373-7221 · Financial planningCRD 141332 · % of assets, Fixed fees · $621.0 million AUMSEC registeredNo commissions reportedOak Mountain Advisors1165 North Clark Street, Suite 700 · Chicago, IL 60610 · (312) 951-7990 · Flat / fixed feesCRD 168087 · % of assets, Fixed fees, Performance-based fees · $76.6 million AUMState registeredNo commissions reportedOak Ridge Investments, LLC10 South Lasalle Street, Suite 2130 · Chicago, IL 60603 · (312) 857-1040 · % of assets managedCRD 107066 · % of assets · $1.7 billion AUMSEC registeredNo commissions reportedOne Wild Life Advisors LLC4848 N Damen Ave · Chicago, IL 60625 · (312) 666-7587 · Financial planningCRD 333774 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reportedPath Digital Advisors, LLC444 West Lake Street, Suite 1700 · Chicago, IL 60606 · (872) 272-0483 · % of assets managedCRD 312983 · % of assets · $150,000 AUMSEC registeredNo commissions reportedPeak Wealth Planning, LLC4311 North Ravenswood Ave, Suite 217 · Chicago, IL 60613 · (217) 303-5040 · Financial planningCRD 170262 · % of assets, Hourly charges, Fixed fees · $66.1 million AUMState registeredNo commissions reportedPearson Creek Capital Management LLC3057 N Rockwell St Ste 252 · Chicago, IL 60618 · (312) 878-5520 · Flat / fixed feesCRD 160354 · % of assets, Fixed fees · $284.8 million AUMSEC registeredNo commissions reportedPekin Hardy Strauss, INC.227 West Monroe Street, Suite 3625 · Chicago, IL 60606 · (312) 554-7525 · Financial planningCRD 107310 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedPermanent Capital Management, LP217 N. Sangamon Street, 1001 · Chicago, IL 60607 · (773) 343-4697 · Financial planningCRD 328318 · % of assets, Fixed fees · $768.9 million AUMSEC registeredNo commissions reportedPort Capital LLC180 North Stetson Avenue, Suite 5700 · Chicago, IL 60601 · (312) 788-2400 · Financial planningCRD 206517 · % of assets · $2.9 billion AUMSEC registeredNo commissions reportedPpm America INC225 West Wacker Drive, Suite 1200 · Chicago, IL 60606 · (312) 634-2500 · Flat / fixed feesCRD 107269 · % of assets, Fixed fees, Performance-based fees · $93.8 billion AUMSEC registeredNo commissions reportedQuincy Wells Advisors, LLC145 South Wells, Ste 1301 · Chicago, IL 60606 · (312) 356-4875 · Financial planningCRD 307477 · % of assets, Hourly charges, Fixed fees · $87.3 million AUMSEC registeredNo commissions reportedRcm Wealth Advisors318 W Adams St, 10th Floor · Chicago, IL 60606 · (866) 903-1822 · Financial planningCRD 153641 · % of assets, Hourly charges, Fixed fees · $388.8 million AUMSEC registeredNo commissions reportedRebellion Asset Management, LLC223 W Jackson Blvd., Suite 500 · Chicago, IL 60606 · (312) 878-3147 · Financial planningCRD 282209 · % of assets · $91.8 million AUMState registeredNo commissions reportedRetirement Plan Advisors, LLC29 E. Madison St., Suite 500 · Chicago, IL 60602 · (312) 701-1100 · Financial planningCRD 122758 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedRise Investment Management, LLC134 N Lasalle St, Ste 1760 · Chicago, IL 60602 · (312) 620-4492 · Financial planningCRD 333576 · % of assets, Hourly charges, Fixed fees · $48.6 million AUMState registeredNo commissions reportedRiverbend Capital Advisors, LLC191 N. Wacker Drive, Suite 875 · Chicago, IL 60606 · (312) 948-5100 · % of assets managedCRD 157117 · % of assets, Other · $1.1 billion AUMSEC registeredNo commissions reportedRiverbend Planning Group LLC211 W. Wacker Dr., Suite 325 · Chicago, IL 60606 · (312) 781-2112 · Financial planningCRD 167187 · % of assets, Hourly charges, Fixed fees · $39.1 million AUMState registeredNo commissions reportedRiverpoint Wealth Management200 South Wacker Drive, Suite 2330 · Chicago, IL 60606 · (312) 239-1330 · Financial planningCRD 168346 · % of assets, Fixed fees · $906.2 million AUMSEC registeredNo commissions reportedRothschild Investment311 South Wacker Drive, Suite 5900 · Chicago, IL 60606 · (312) 983-8900 · Financial planningCRD 728 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedSankota Capital LLC1550 West Carroll Avenue, Unit 211-D · Chicago, IL 60607 · (312) 392-2222 · % of assets managedCRD 333468 · % of assets · $57.4 million AUMState registeredNo commissions reportedSanta Barbara Management222 N. Lasalle Street, Suite 625 · Chicago, IL 60601 · (734) 604-9891 · Financial planningCRD 334801 · % of assets, Fixed fees, Other · $530.2 million AUMSEC registeredNo commissions reportedSavoie Capital LLC2500 W. Bradley Place · Chicago, IL 60618 · (773) 573-9043 · Flat / fixed feesCRD 167497 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedSecurity Capital Research & Management Incorporated10 South Dearborn Street · Chicago, IL 60603 · (312) 385-8320 · % of assets managedCRD 106201 · % of assets, Performance-based fees · $3.3 billion AUMSEC registeredNo commissions reportedSegall Bryant & Hamill10 South Wacker Drive, Suite 3100 · Chicago, IL 60606 · (800) 836-4265 · Flat / fixed feesCRD 106505 · % of assets, Fixed fees, Performance-based fees · $22.6 billion AUMSEC registeredNo commissions reportedSerenity Investment Advisors333 S. Wabash Ave., Suite 2700 · Chicago, IL 60604 · (312) 734-1415 · Financial planningCRD 307924 · % of assets, Fixed fees · $513.6 million AUMSEC registeredNo commissions reportedSignet Private Wealth, LLC150 S Wacker Drive, Suite 2400 · Chicago, IL 60606 · (312) 796-7546 · Financial planningCRD 290029 · % of assets, Hourly charges, Fixed fees · $189.7 million AUMSEC registeredNo commissions reportedSpiderrock Advisors, LLC227 West Monroe, Suite 4300 · Chicago, IL 60606 · (312) 847-0300 · % of assets managedCRD 171992 · % of assets · $9.8 billion AUMSEC registeredNo commissions reportedSpringtide Partners15 West Hubbard Street, Suite 500 · Chicago, IL 60654 · (224) 478-1529 · Hourly feesCRD 287968 · % of assets, Hourly charges, Fixed fees · $51.0 million AUMState registeredNo commissions reportedSrc Capital Management200 East Randolph Street, Suite 5100 · Chicago, IL 60601 · (312) 577-7659 · % of assets managedCRD 130310 · % of assets · $1.4 million AUMState registeredNo commissions reportedSteward Advisors, LLC625 West Adams Street, Floor 19 · Chicago, IL 60661 · (630) 537-0111 · Financial planningCRD 156331 · % of assets, Hourly charges, Fixed fees · $160.7 million AUMSEC registeredNo commissions reportedStride Investments, LLC1925 N Clybourn Ave, Suite 301 · Chicago, IL 60614 · (312) 767-9166 · Flat / fixed feesCRD 167037 · % of assets, Fixed fees · $200.9 million AUMSEC registeredNo commissions reportedStudio Investment Management1901 N. Clybourn Ave., Suite 202 · Chicago, IL 60614 · (312) 399-0828 · Financial planningCRD 158489 · % of assets, Fixed fees · $903.0 million AUMSEC registeredNo commissions reportedTaiko Private Wealth225 W Randolph St Ste 3050 · Chicago, IL 60606 · (312) 300-4781 · Financial planningCRD 329909 · % of assets · $514.8 million AUMSEC registeredNo commissions reportedTallwoods Partners, LLC15 W Hubbard St, Suite 500 · Chicago, IL 60654 · (312) 283-3697 · Financial planningCRD 168865 · % of assets, Fixed fees, Performance-based fees · $569.4 million AUMSEC registeredNo commissions reportedTaos Investment Advisors, LLC2167 B South China Place · Chicago, IL 60616 · (312) 842-9892 · Financial planningCRD 158056 · % of assets, Hourly charges · $78.9 million AUMState registeredNo commissions reportedThe Mather Group, LLC353 N. Clark Street, Suite 2775 · Chicago, IL 60654 · (888) 537-1080 · Financial planningCRD 156005 · % of assets, Hourly charges, Fixed fees · $13.4 billion AUMSEC registeredNo commissions reportedThe Mosaic Financial Group, LLC225 W. Randolph Street, Suite 2425 · Chicago, IL 60606 · (312) 255-5490 · Financial planningCRD 109816 · % of assets, Hourly charges, Fixed fees · $948.7 million AUMSEC registeredNo commissions reportedUrban Financial Advisory Corporation33 N. La Salle St., Suite 1210 · Chicago, IL 60602 · (312) 379-0150 · Financial planningCRD 110057 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedV-Square Quantitative Management320 N Sangamon St, Suite 1225 · Chicago, IL 60607 · (312) 872-7281 · % of assets managedCRD 310355 · % of assets, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reportedValor Advisers5919 W. Montrose Ave · Chicago, IL 60634 · (773) 609-4755 · Financial planningCRD 301292 · % of assets, Hourly charges, Subscription fees · $1.7 million AUMState registeredNo commissions reportedVector7 Capital420 W Grand Ave, Suite 1b · Chicago, IL 60654 · (312) 500-6440 · Financial planningCRD 341471 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedVersatile Capital Management L.L.C.140 South Dearborn, Suite 1000 · Chicago, IL 60603 · (312) 981-9848 · Financial planningCRD 173611 · % of assets, Other · $130.1 million AUMSEC registeredNo commissions reportedVertis Wealth, LLC875 North Michigan Ave., Unit 3940 · Chicago, IL 60611 · (774) 874-3686 · Financial planningCRD 307270 · % of assets, Other · $140.7 million AUMSEC registeredNo commissions reportedVestgen Advisors, LLC1 North Franklin, Suite 1850 · Chicago, IL 60606 · (312) 237-4446 · Financial planningCRD 318657 · % of assets, Hourly charges, Fixed fees · $6.7 billion AUMSEC registeredNo commissions reportedVestor Capital, LLC10 S. Riverside Plaza, Suite 1400 · Chicago, IL 60606 · (312) 641-2400 · Financial planningCRD 165855 · % of assets, Fixed fees, Other · $2.3 billion AUMSEC registeredNo commissions reportedWavvest Wealth24 East Washington St., Suite 875 · Chicago, IL 60602 · (630) 699-8602 · Financial planningCRD 332096 · % of assets · $268.5 million AUMSEC registeredNo commissions reportedWhale332 S Michigan Ave, Suite #121-2234 · Chicago, IL 60604 · (888) 488-7104 · Flat / fixed feesCRD 330063 · % of assets, Fixed fees · $2.5 million AUMSEC registeredNo commissions reportedWilliam Blair & Company L.L.C.150 North Riverside Plaza · Chicago, IL 60606 · (312) 236-1600 · Financial planningCRD 1252 · % of assets, Fixed fees · $64.3 billion AUMSEC registeredNo commissions reportedWilliam Blair Investment Management, LLC150 North Riverside Plaza · Chicago, IL 60606 · (312) 236-1600 · % of assets managedCRD 173961 · % of assets, Performance-based fees · $65.6 billion AUMSEC registeredNo commissions reportedXxi Wealth, LLC8770 W Bryn Mawr Ave., Suite 1300-1424 · Chicago, IL 60631 · (312) 300-2670 · % of assets managedCRD 330796 · % of assets · $531.5 million AUMSEC registeredNo commissions reportedYunistone Investment Group, LLC125 South Wacker Drive, Suite 300 · Chicago, IL 60606 · (312) 809-5038 · Flat / fixed feesCRD 149728 · % of assets, Fixed fees · $119.5 million AUMSEC registeredNo commissions reportedZacks Intelligence LLC101 N Wacker Dr, Suite 1500 · Chicago, IL 60606 · (312) 265-9500 · Financial planningCRD 333798 · % of assets, Subscription fees, Other · $2 AUMSEC registeredNo commissions reportedZacks Investment Management, INC.101 N. Wacker Drive, Suite 1500 · Chicago, IL 60606 · (312) 265-9266 · Financial planningCRD 110897 · % of assets, Fixed fees, Performance-based fees · $14.6 billion AUMSEC registeredNo commissions reportedZaks Investment Advisory Service, LLC73 W. Monroe Street, Suite 210 · Chicago, IL 60603 · (312) 671-9681 · % of assets managedCRD 137934 · % of assets · $3.0 million AUMState registeredNo commissions reportedZendamentals2257 W Irving Park Rd, Ste 1 · Chicago, IL 60618 · (773) 248-1000 · % of assets managedCRD 148411 · % of assets · $160.7 million AUMSEC registeredNo commissions reportedZephyr Capital LLC330 N Wabash Ave, Ste 2300 · Chicago, IL 60611 · (312) 815-2300 · Flat / fixed feesCRD 332969 · % of assets, Fixed fees, Performance-based fees · $9.0 million AUMState registeredNo commissions reportedZuckerman Investment Group155 North Wacker Drive, Suite 1700 · Chicago, IL 60606 · (312) 948-8000 · Financial planningCRD 137785 · % of assets · $2.2 billion AUMSEC registeredNo commissions reported