AdvisorCensus / Financial advisors / Illinois / Chicago, IL / Branch offices
Advisory firms with an office in Chicago, IL, headquartered elsewhere
580 investment advisory firms with a principal office outside the Chicago, IL metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Lake Forest, IL | Nashville, TN | SEC-registered investment adviser |
| 1207 Capital Group, LLC | Chicago, IL | Juneau, AK | SEC-registered investment adviser |
| 1834 Investment Advisors Co. | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| A.G.P / Alliance Global Partners | Chicago, IL | Westport, CT | SEC-registered investment adviser |
| Academy Asset Management | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Accel-KKR | Schaumburg, IL | Menlo Park, CA | SEC-registered investment adviser |
| Acrylic Financial, Inc. | Roselle, IL | Fountain Hills, AZ | SEC-registered investment adviser |
| Advance Capital Management Inc | Lisle, IL | Southfield, MI | SEC-registered investment adviser |
| Advantage Capital Management | Highland Park, IL | New York, NY | SEC-registered investment adviser |
| Advice and Planning Services | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Advisornet Wealth Partners | Mokena, IL | Minnetonka, MN | SEC-registered investment adviser |
| Advisors Asset Management, Inc. | Lisle, IL | Monument, CO | SEC-registered investment adviser |
| Advisors Capital Management, LLC | Oak Brook, IL | Ridgewood, NJ | SEC-registered investment adviser |
| Advisory Solutions Group | Buffalo Grove, IL | Plymouth, MN | SEC-registered investment adviser |
| Aegon Asset Management US | Chicago, IL | Cedar Rapids, IA | SEC-registered investment adviser |
| Aegon Real Assets US | Chicago, IL | Cedar Rapids, IA | SEC-registered investment adviser |
| Affinius Capital LLC | Chicago, IL | San Antonio, TX | SEC-registered investment adviser |
| Agtb Fund Manager, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| AJ Capital Management LLC | Chicago, IL | Nashville, TN | SEC-registered investment adviser |
| Aksia LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Alliancebernstein L.P. | Chicago, IL | Nashville, TN | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Northbrook, IL | Lincoln, NE | SEC-registered investment adviser |
| Allworth Financial, L.P. | Riverwoods, IL | Folsom, CA | SEC-registered investment adviser |
| Altitude Capital Management LLC | St. Charles, IL | Des Moines, IA | SEC-registered investment adviser |
| Altus Capital Partners, Inc. | Lincolnshire, IL | Wilton, CT | SEC-registered investment adviser |
| Alumni Ventures | Chicago, IL | Manchester, NH | Exempt reporting adviser |
| American Realty Advisors | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Annex Wealth Management, LLC | Libertyville, IL | Brookfield, WI | SEC-registered investment adviser |
| Apella Wealth | Chicago, IL | West Hartford, CT | SEC-registered investment adviser |
| Aperio Group, LLC | Chicago, IL | Sausalito, CA | SEC-registered investment adviser |
| Apogem Capital LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Apollon Financial, LLC | Downers Grove, IL | Mount Pleasant, SC | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Barrington, IL | Mount Pleasant, SC | SEC-registered investment adviser |
| Aprio Wealth Management, LLC | Schaumburg, IL | Atlanta, GA | SEC-registered investment adviser |
| Aptus Capital Advisors, LLC | Naperville, IL | Fairhope, AL | SEC-registered investment adviser |
| Arax Advisory Partners | Deerfield, IL | New York, NY | SEC-registered investment adviser |
| Arbor Investments Management, LLC | Chicago, IL | Palm Beach, FL | SEC-registered investment adviser |
| Archer Investment Corporation | Oak Brook, IL | Carmel, IN | SEC-registered investment adviser |
| Archpoint Investors | Chicago, IL | Coral Gables, FL | SEC-registered investment adviser |
| Ares Capital Management II LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Ares Capital Management LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Ares Commercial Real Estate Management LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Ares Management LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Artisan Partners Limited Partnership | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Ascentis Independent Advisors, LLC | Schaumberg, IL | Dallas, TX | SEC-registered investment adviser |
| Aspirean Wealth, LLC | Chesterton, IN | Mill Valley, CA | SEC-registered investment adviser |
| Assetgrade, LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Assetmark, Inc. | Chicago, IL | Concord, CA | SEC-registered investment adviser |
| Associated Investment Services, Inc. | Chicago, IL | Green Bay, WI | SEC-registered investment adviser |
| Ausdal Financial Partners, Inc. | Batavia, IL | Davenport, IA | SEC-registered investment adviser |
| Avantax Planning Partners, Inc. | Oak Brook, IL | Dubuque, IA | SEC-registered investment adviser |
| AWH Financial, LLC | Kildeer, IL | Bala Cynwyd, PA | SEC-registered investment adviser |
| B. Riley Wealth Advisors, Inc. | Chicago, IL | Memphis, TN | SEC-registered investment adviser |
| B.B. Graham & Company, Inc. | Lincolnshire, IL | Orange, CA | SEC-registered investment adviser |
| Bain Capital Credit, LP | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Baird Capital Management Company, LLC | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Baird Principal Group Management Company I, LLC | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Baird Principal Group Management Company II, LLC | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Baird Principal Group Management Company, LLC | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Baird Venture Partners Management Company III, LLC | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Baird Venture Partners Management Company IV, LLC | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Baird Venture Partners Management Company V, LLC | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Bakeravenue | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| BAM Credit and Insurance Solutions Advisor LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Barings LLC | Chicago, IL | Charlotte, NC | SEC-registered investment adviser |
| Bartlett & Co. Wealth Management LLC | Chicago, IL | Cincinnati, OH | SEC-registered investment adviser |
| BBR Partners, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| BDT & MSD BDC Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Beacon Capital Partners, LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Chicago, IL | Newport Beach, CA | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Northfield, IL | Reno, NV | SEC-registered investment adviser |
| Benjamin F. Edwards & Company, Incorporated | Chesterton, IN | St. Louis, MO | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Northbrook, IL | Cedar Rapids, IA | SEC-registered investment adviser |
| Bfinance US Ltd. | Chicago, IL | London, United Kingdom | SEC-registered investment adviser |
| Blackrock Capital Investment Advisors, LLC | Chicago, IL | Wilmington, DE | SEC-registered investment adviser |
| Blackrock Financial Management, Inc | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Blackrock Investment Management, LLC | Chicago, IL | Princeton, NJ | SEC-registered investment adviser |
| Blackrock Realty Advisors Inc | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Blackstone Alternative Credit Advisors LP | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Blackstone Credit BDC Advisors LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Blackstone Private Credit Strategies LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Boyd Watterson Asset Management, LLC | Chicago, IL | Cleveland, OH | SEC-registered investment adviser |
| Bradley Foster & Sargent Inc | Chicago, IL | Hartford, CT | SEC-registered investment adviser |
| Brevan Howard US Investment Management LP | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Bridgelight Capital LLC | Chicago, IL | Scottsdale, AZ | SEC-registered investment adviser |
| Brighton Jones LLC | Chicago, IL | Seattle, WA | SEC-registered investment adviser |
| Brightwood Capital Advisors, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Brookfield Asset Management PIC Adviser (private Equity), L.P. | Chicago, IL | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookfield Asset Management PIC BMG, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Brookfield Asset Management PIC Canada, LP | Chicago, IL | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookfield Asset Management PIC US, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Brookfield Public Securities Group LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Brookfield Renewable Energy Group LLC | Chicago, IL | Toronto, Ontario, Canada | SEC-registered investment adviser |
| BTG Pactual Asset Management US , LLC | Evanston, IL | New York, NY | SEC-registered investment adviser |
| Buckeye-Pacific | Chicago, IL | Naples, FL | SEC-registered investment adviser |
| Busey Capital Management, Inc. | Burr Ridge, IL | Urbana, IL | SEC-registered investment adviser |
| Cabot Properties L.P. | Oak Brook Terrace, IL | Boston, MA | SEC-registered investment adviser |
| Callan | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Capital Advisor Network | Grayslake, IL | Lafayette, IN | SEC-registered investment adviser |
| Capital Analysts | Joliet, IL | Fort Washington, PA | SEC-registered investment adviser |
| Capital Client Group, Inc. | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Capital Group Private Client Services, Inc. | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Captrust | Chesterton, IN | Raleigh, NC | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Chicago, IL | Cleveland, OH | SEC-registered investment adviser |
| Centennial Securities Company Inc | Chicago, IL | Grand Rapids, MI | SEC-registered investment adviser |
| Cerberus Capital Management, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Cerity Partners LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Chicago, IL | New York, NY | SEC-registered investment adviser |
| CG Advisory Services | Geneva, IL | Williamston, MI | SEC-registered investment adviser |
| CGN Advisors, LLC | Oak Park, IL | Manhattan, KS | SEC-registered investment adviser |
| Channing Global Advisors, LLC | Chicago, IL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Charles Schwab & Co., Inc. | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Charles Schwab Investment Management, Inc | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Chatham Asset Management, LLC | Chicago, IL | Chatham, NJ | SEC-registered investment adviser |
| Chicago Atlantic BDC Advisers, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Choreo, LLC | Chicago, IL | Rockford, IL | SEC-registered investment adviser |
| Churchill Asset Management LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Churchill DLC Advisor LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Churchill Ncpe Advisor LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Churchill Pcif Advisor LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| CIP PE Advisors, LLC | Chicago, IL | West Palm Beach, FL | SEC-registered investment adviser |
| Citadel Advisors LLC | Chicago, IL | Miami, FL | SEC-registered investment adviser |
| Citigroup Global Markets Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Citrin Cooperman Wealth Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Clarion Partners | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Clearstead; Clearstead Advisory Solutions | Deerfield, IL | Cleveland, OH | SEC-registered investment adviser |
| Cliffwater LLC | Chicago, IL | Marina del Rey, CA | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Oak Brook, IL | Minneapolis, MN | SEC-registered investment adviser |
| Collaborative Fund Advisors | Northfield, IL | Reno, NV | SEC-registered investment adviser |
| Columbia Management Investment Advisers, LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Commonwealth Credit Advisors, LLC | Chicago, IL | West Palm Beach, FL | SEC-registered investment adviser |
| Commonwealth Financial Network | Saint Charles, IL | Waltham, MA | SEC-registered investment adviser |
| Compass Financial Advisors LLC | Chesterton, IN | Fort Wayne, IN | SEC-registered investment adviser |
| Comvest Advisors LLC | Chicago, IL | West Palm Beach, FL | SEC-registered investment adviser |
| Comvest Credit Advisors, LLC | Chicago, IL | West Palm Beach, FL | SEC-registered investment adviser |
| Comvest Credit Managers, LLC | Chicago, IL | West Palm Beach, FL | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Chicago, IL | Tampa, FL | SEC-registered investment adviser |
| Cora Capital Advisors | Oakbrook Terrace, IL | Marlton, NJ | SEC-registered investment adviser |
| Core and Value Advisors, LLC | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Corecap Advisors | Chicago, IL | Southfield, MI | SEC-registered investment adviser |
| Corient | Chicago, IL | Miami, FL | SEC-registered investment adviser |
| Corinthia Global Management | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Cornerstone Securities LLC | Arlington Heights, IL | Overland Park, KS | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | McHenry, IL | Des Peres, MO | SEC-registered investment adviser |
| Creative Planning | Chicago, IL | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Chicago, IL | Newport Beach, CA | SEC-registered investment adviser |
| Crescent Cap Advisors, LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Crescent Cap NT Advisors, LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Crescent Capital BDC, Inc. | Chicago, IL | Los Angeles, CA | Exempt reporting adviser |
| Crescent Capital Group LP | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Crux Wealth Advisors | Westchester, IL | Long Beach, CA | SEC-registered investment adviser |
| CS McKee | Chicago, IL | Warrendale, PA | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Crown Point, IN | Clearwater, FL | SEC-registered investment adviser |
| Cultivation Capital, LLC | Chicago, IL | St. Louis, MO | SEC-registered investment adviser |
| CW Advisors, LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Cyprium Partners | Chicago, IL | Cleveland, OH | SEC-registered investment adviser |
| Daymark Wealth Partners, LLC | Park Ridge, IL | Cincinnati, OH | SEC-registered investment adviser |
| Deerfield | Park Ridge, IL | Indianapolis, IN | SEC-registered investment adviser |
| Deerpath Capital Management, LP | Chicago, IL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Denali Advisors, LLC | Chicago, IL | San Diego, CA | SEC-registered investment adviser |
| DI Investment Management LP | Chicago, IL | Dallas, TX | SEC-registered investment adviser |
| Drive Capital LLC | Chicago, IL | Columbus, OH | SEC-registered investment adviser |
| DWS Investment Management Americas, Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Dynamic | Deerfield, IL | Phoenix, AZ | SEC-registered investment adviser |
| Dynasty Wealth Management, LLC | Chicago, IL | St. Petersburg, FL | SEC-registered investment adviser |
| Eagle Strategies LLC | Deerfield, IL | New York, NY | SEC-registered investment adviser |
| Eagle's View Capital Management LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Edelman Financial Engines | Northbrook, IL | Santa Clara, CA | SEC-registered investment adviser |
| Edward Jones | Algonquin, IL | St. Louis, MO | SEC-registered investment adviser |
| Elda River Capital Management, LLC | Chicago, IL | Houston, TX | SEC-registered investment adviser |
| Eldridge Credit Advisers, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Eldridge GP1 Advisers | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Eldridge SME Advisers | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Eldridge Structured Credit Advisers, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Elmtree Funds, LLC | Chicago, IL | St. Louis, MO | SEC-registered investment adviser |
| Endowment Wealth Management, Inc. | Chicago, IL | Appleton, WI | SEC-registered investment adviser |
| EP Wealth Advisors | Palatine, IL | Torrance, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Oak Brook, IL | New York, NY | SEC-registered investment adviser |
| ESI Financial Advisors | Chicago, IL | Montpelier, VT | SEC-registered investment adviser |
| Essex Investment Management Company, LLC | Evanston, IL | Boston, MA | SEC-registered investment adviser |
| F/M Investments LLC | Chicago, IL | Washington, DC | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Oakbrook Terrace, IL | Ontario, CA | SEC-registered investment adviser |
| Faropoint Ventures, LLC | Chicago, IL | Hoboken, NJ | SEC-registered investment adviser |
| Federated Investment Counseling | Chicago, IL | Pittsburgh, PA | SEC-registered investment adviser |
| Fidelity Diversifying Solutions LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Fidelity Institutional Wealth Adviser LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Fidelity Management & Research Company LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Fifth Third Securities, Inc. | Chicago, IL | Cincinnati, OH | SEC-registered investment adviser |
| Financial & Tax Architects, LLC | Oak Brook, IL | St. Louis, MO | SEC-registered investment adviser |
| Financial Enhancement Group | Rensselaer, IN | Anderson, IN | SEC-registered investment adviser |
| First Citizens Institutional Asset Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| First Eagle Alternative Credit, LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| First Eagle Investment Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| First Eagle Separate Account Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | Portage, IN | Lake St. Louis, MO | SEC-registered investment adviser |
| Fisher Investments | Northbrook, IL | Plano, TX | SEC-registered investment adviser |
| Fitzwalter Capital (US) LLC | Glen Ellyn, IL | New York, NY | SEC-registered investment adviser |
| Fitzwalter Capital Limited | Glen Ellyn, IL | London, United Kingdom | Exempt reporting adviser |
| Five Eleven Partners | Northbrook, IL | Garden City, NY | SEC-registered investment adviser |
| Flexpoint Ford, LLC | Chicago, IL | Miami, FL | SEC-registered investment adviser |
| Focus Financial | Elk Grove, IL | Minneapolis, MN | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Chicago, IL | St. Louis, MO | SEC-registered investment adviser |
| Fortis Capital Advisors, LLC | South Barrington, IL | Prairie Village, KS | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Chicago, IL | Springfield, MO | SEC-registered investment adviser |
| Franklin Templeton Institutional, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Fuller & Thaler Asset Management Inc | Chicago, IL | San Mateo, CA | SEC-registered investment adviser |
| Gabelli Funds, LLC | Chicago, IL | Rye, NY | SEC-registered investment adviser |
| Gamco Asset Management Inc. | Chicago, IL | Greenwich, CT | SEC-registered investment adviser |
| Gap Asset Management, LLC | Chicago, IL | South Bend, IN | SEC-registered investment adviser |
| Gateway Wealth Partners, LLC | Batvia, IL | Appleton, WI | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | Homer Glen, IL | Englewood, CO | SEC-registered investment adviser |
| Geneva Partners, LLC | Chicago, IL | Lake Geneva, WI | SEC-registered investment adviser |
| GI Partners | Chicago, IL | Scottsdale, AZ | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Crown Point, IN | Alpharetta, GA | SEC-registered investment adviser |
| Gladius Capital Management LP | Chicago, IL | Park City, UT | SEC-registered investment adviser |
| Gladstone Wealth Partners | Schaumburg, IL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Global Assets Advisory, LLC | Merrillville, IN | Orlando, FL | SEC-registered investment adviser |
| Global Retirement Partners LLC | Northbrook, IL | San Rafael, CA | SEC-registered investment adviser |
| Goldman Sachs & Co. LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Asset Management, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Chicago, IL | Cohoes, NY | SEC-registered investment adviser |
| Good Life Advisors, LLC | Lisle, IL | Celebration, FL | SEC-registered investment adviser |
| Gradient Advisors, LLC | Geneva, IL | Arden Hills, MN | SEC-registered investment adviser |
| Grandview Property Partners, LLC | Chicago, IL | Greenwich, CT | SEC-registered investment adviser |
| Guggenheim Corporate Funding, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Guggenheim Investment Advisors, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Guggenheim Investments | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Guggenheim Partners Investment Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| H.I.G. Capital, LLC | Chicago, IL | Miami, FL | SEC-registered investment adviser |
| H.I.G. Whitehorse Advisers, LLC | Chicago, IL | Miami, FL | SEC-registered investment adviser |
| Hall Capital Management Company, LLC | Lake Forest, IL | Dallas, TX | Exempt reporting adviser |
| Halo Investment Services, LLC | Chicago, IL | Manhasset, NY | SEC-registered investment adviser |
| Harbour Investments, Inc. | McHenry, IL | Madison, WI | SEC-registered investment adviser |
| Hayfin Capital Management LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Heitman International HK Limited | Chicago, IL | Central Hong Kong, Hong Kong | SEC-registered investment adviser |
| Heitman International LLC | Chicago, IL | London, United Kingdom | SEC-registered investment adviser |
| Heitman International Real Estate Securities Pty Limited | Chicago, IL | Melbourne, Australia | SEC-registered investment adviser |
| Hilltop Wealth & Tax Solutions | Chesterton, IN | Mishawaka, IN | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Chicago, IL | Houston, TX | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Buffalo Grove, IL | Springfield, IL | SEC-registered investment adviser |
| HPE Capital Management II, LLC | Chicago, IL | Cincinnati, OH | SEC-registered investment adviser |
| HPS Advisors, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| HPS Investment Partners, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Chicago, IL | Austin, TX | SEC-registered investment adviser |
| Hunt Capital Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Hunt Investment Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Huntington Financial Advisors | Chicago, IL | Columbus, OH | SEC-registered investment adviser |
| Hyperion Capital Advisors LP | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Orland Park, IL | Omaha, NE | SEC-registered investment adviser |
| ICE Data Pricing & Reference Data, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| IGP Industries, LLC | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | St. Charles, IL | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Group, LLC | Schaumburg, IL | San Diego, CA | SEC-registered investment adviser |
| Independent Financial Partners | Highland Park, IL | Tampa, FL | SEC-registered investment adviser |
| Independent Wealth Network, Inc. | Downers Grove, IL | Urbandale, IA | SEC-registered investment adviser |
| Infinity Financial Services Advisory | Wheeling, IL | Oakland, CA | SEC-registered investment adviser |
| Innovia Wealth, LLC | Chicago, IL | Grand Rapids, MI | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Oak Park, IL | Dallas, TX | SEC-registered investment adviser |
| Intrepid Financial Planning Group, LLC | Crown Point, IN | Carmel, IN | SEC-registered investment adviser |
| Invesco Advisers, Inc. | Downers Grove, IL | Atlanta, GA | SEC-registered investment adviser |
| Invesco Loan Manager, LLC | Downers Grove, IL | New York, NY | SEC-registered investment adviser |
| Invesco Managed Accounts, LLC | Downers Grove, IL | Seattle, WA | SEC-registered investment adviser |
| Invesco Senior Secured Management, Inc. | Downers Grove, IL | New York, NY | SEC-registered investment adviser |
| Invictus Growth Partners | Chicago, IL | San Mateo, CA | SEC-registered investment adviser |
| Invst, LLC | Vernon Hills, IL | Indianapolis, IN | SEC-registered investment adviser |
| Iron Road | Chicago, IL | Naples, FL | Exempt reporting adviser |
| Ironwood Capital Management Corp | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Isto Advisors, LLC | Lake Forest, IL | Troy, MI | SEC-registered investment adviser |
| ITE Management L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | St. Charles, IL | Tampa, FL | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Jackson National Asset Management, LLC | Chicago, IL | Lansing, MI | SEC-registered investment adviser |
| Janus Henderson Investors | Chicago, IL | Denver, CO | SEC-registered investment adviser |
| Jefferies Investment Advisers LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Jefferies Research Services LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| JLC Infrastructure | Chicago, IL | New York, NY | SEC-registered investment adviser |
| JTBV | Chicago, IL | La Porte, IN | Exempt reporting adviser |
| KA Credit Advisors II, LLC | Chicago, IL | Houston, TX | SEC-registered investment adviser |
| KA Credit Advisors, LLC | Chicago, IL | Houston, TX | SEC-registered investment adviser |
| Kaufman Hall Investment Management | Chicago, IL | Brentwood, TN | SEC-registered investment adviser |
| Kayne Anderson Capital Advisors, L.P. | Chicago, IL | Houston, TX | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| KCD Financial, Inc. | Willowbrook, IL | Green Bay, WI | SEC-registered investment adviser |
| Keating Financial Advisory Services | Chicago, IL | Manhattan, KS | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Burr Ridge, IL | Austin, TX | SEC-registered investment adviser |
| Kinetic Investment Management, Inc. | Oak Brook, IL | Los Angeles, CA | SEC-registered investment adviser |
| Kingsview Wealth Management, LLC | Chicago, IL | Grants Pass, OR | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Chicago, IL | San Diego, CA | SEC-registered investment adviser |
| KPS Capital Partners, LP | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Lakeside Capital Management - Parallel, LLC | Chicago, IL | Minneapolis, MN | Exempt reporting adviser |
| Lantern Wealth Advisors, LLC | Geneva, IL | Melville, NY | SEC-registered investment adviser |
| Levine Leichtman Capital Partners, LLC | Chicago, IL | Beverly Hills, CA | SEC-registered investment adviser |
| Levine Leichtman Strategic Capital, LLC | Chicago, IL | Beverly Hills, CA | SEC-registered investment adviser |
| Lido | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Lifeworks Advisors, LLC | Glenview, IL | Grand Rapids, MI | SEC-registered investment adviser |
| Lighthouse Investment Partners, LLC | Chicago, IL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Lincoln Investment | Joliet, IL | Fort Washington, PA | SEC-registered investment adviser |
| Loancore Capital Credit Advisor LLC | Chicago, IL | Greenwich, CT | SEC-registered investment adviser |
| Loomis, Sayles & Company, L.P. | Oakbrook Terrace, IL | Boston, MA | SEC-registered investment adviser |
| LPL Enterprise, LLC | Downers Grove, IL | Fort Mill, SC | SEC-registered investment adviser |
| LPL Financial LLC | Chicago, IL | Fort Mill, SC | SEC-registered investment adviser |
| Lyon Capital Management, LLC | Schererville, IN | Pittsford, NY | SEC-registered investment adviser |
| M Holdings Securities, Inc. | Deerfield, IL | Portland, OR | SEC-registered investment adviser |
| Macquarie Capital Partners LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Madison Avenue Securities, LLC | Crestwood, IL | San Diego, CA | SEC-registered investment adviser |
| Magellan Investment Partners | Northbrook, IL | Sydney, Nsw, Australia | SEC-registered investment adviser |
| MAI Capital Management, LLC | Bannockburn, IL | Cleveland, OH | SEC-registered investment adviser |
| Maia Wealth | Naperville, IL | Denver, CO | SEC-registered investment adviser |
| Manispace Capital | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Manulife Investment Management (US) LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Manulife Investment Management Private Markets (US) LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Maridea Wealth Management | Chicago, IL | Brooklyn, NY | SEC-registered investment adviser |
| Mariner | Oakbrook Terrace, IL | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Chicago, IL | Overland Park, KS | SEC-registered investment adviser |
| Mariner Institutional, LLC | Chicago, IL | Winter Park, FL | SEC-registered investment adviser |
| Maripau Wealth Management LLC | Evanston, IL | Fort Wayne, IN | SEC-registered investment adviser |
| Marquette Associates, Inc. | Chicago, IL | West Chester, PA | SEC-registered investment adviser |
| Martin Investment Management, LLC | Evanston, IL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| McAdam LLC | Chicago, IL | Radnor, PA | SEC-registered investment adviser |
| McMorgan & Company LLC | Oakbrook Terrace, IL | San Francisco, CA | SEC-registered investment adviser |
| MCR Fund Management LLC | Glenview, IL | Dallas, TX | SEC-registered investment adviser |
| Meketa Fiduciary Management, LLC | Chicago, IL | Carlsbad, CA | SEC-registered investment adviser |
| Meketa Investment Group Inc | Chicago, IL | Westwood, MA | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Schaumburg, IL | Denver, CO | SEC-registered investment adviser |
| Mercer Investments LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Merit Financial Advisors | Chicago, IL | Alpharetta, GA | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Mesa West Capital | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Metlife Investment Management, LLC | Chicago, IL | Whippany, NJ | SEC-registered investment adviser |
| MGG Investment Group LP | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Midland Wealth Management | Chicago, IL | Effingham, IL | SEC-registered investment adviser |
| Midwest Professional Planners, Ltd. | Crystal Lake, IL | Wausau, WI | SEC-registered investment adviser |
| Midwestern Securities Trading Co.,llc | Harvard, IL | East Peoria, IL | SEC-registered investment adviser |
| Millennium Management LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Mission Wealth Management, LP | Lisle, IL | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Securities LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| MML Investors Services, LLC | Chicago, IL | Springfield, MA | SEC-registered investment adviser |
| Modern Wealth Management, LLC | Orland Park, IL | Kansas City, MO | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Glenview, IL | Dallas, TX | SEC-registered investment adviser |
| Moneta Group Investment Advisors, LLC | Chicago, IL | St. Louis, MO | SEC-registered investment adviser |
| Money Concepts Advisory Service | Libertyville, IL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Monticelloam, LLC | Northfield, IL | New York, NY | SEC-registered investment adviser |
| Morgan Stanley | Chicago, IL | Purchase, NY | SEC-registered investment adviser |
| Morgan Stanley Investment Management Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Morgan Stanley Real Estate Advisor, Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Morningside Asset Management | Chicago, IL | Wilmington, DE | SEC-registered investment adviser |
| MS Capital Partners Adviser Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| MSD Partners, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Msref Real Estate Advisor, Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Msress III Manager, L.L.C. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Murphy & Sylvest | Elmhurst, IL | Dallas, TX | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Oakbrook Terrace, IL | Omaha, NE | SEC-registered investment adviser |
| Napier Park Global Capital (US) LP | Chicago, IL | New York, NY | SEC-registered investment adviser |
| National Investment Services of America, LLC | Oak Brook, IL | Milwaukee, WI | SEC-registered investment adviser |
| Nationwide Investment Advisors, LLC | Chicago, IL | Columbus, OH | SEC-registered investment adviser |
| Navitas Capital Management, LLC | Chicago, IL | Culver City, CA | Exempt reporting adviser |
| Nepc, LLC | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Neuberger Berman Investment Advisers LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| New Canaan Funding Mezzanine LLC | Wheaton, IL | New Canaan, CT | Exempt reporting adviser |
| New Edge Wealth | Chicago, IL | Stamford, CT | SEC-registered investment adviser |
| Newedge Advisors | Arlington Heights, IL | New Orleans, LA | SEC-registered investment adviser |
| NFSG Corporation | Chicago, IL | Boca Raton, FL | SEC-registered investment adviser |
| Nomura Capital Management LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Nomura Investment Management Business Trust | Chicago, IL | Philadelphia, PA | SEC-registered investment adviser |
| Northrock Partners, LLC | Deer Park, IL | Minneapolis, MN | SEC-registered investment adviser |
| Nuveen Alternatives Advisors LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| NW1 Partners | Chicago, IL | London, United Kingdom | SEC-registered investment adviser |
| NW1 Partners | Chicago, IL | London, United Kingdom | SEC-registered investment adviser |
| NYL Investors LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| O'Connor Alternative Investments, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| O'Hagan Group, Inc. | Morris, IL | Bethlehem, PA | SEC-registered investment adviser |
| Obra Capital Management, LLC. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| OEP Capital Advisors, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| On Investment Management Co | Chicago, IL | Cincinnati, OH | SEC-registered investment adviser |
| One Wealth Capital Management, LLC | Chicago, IL | Scottsdale, AZ | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Lincolnshire, IL | Indianapolis, IN | SEC-registered investment adviser |
| Oneascent Financial Services LLC | Crystal Lake, IL | Birmingham, AL | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Lombard, IL | Parsippany, NJ | SEC-registered investment adviser |
| Oneseven | Oak Brook, IL | Beachwood, OH | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Origin Credit Advisers, LLC | Chicago, IL | Denver, CO | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Chicago, IL | Scottsdale, AZ | SEC-registered investment adviser |
| Oxford Financial Group, Ltd | Chicago, IL | Carmel, IN | SEC-registered investment adviser |
| Pacific Investment Management Company LLC | Chicago, IL | Newport Beach, CA | SEC-registered investment adviser |
| Pandora Wealth, Inc. | Oakbrook Terrace, IL | Las Vegas, NV | SEC-registered investment adviser |
| Pantheon | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Pantheon | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Paradigm Wealth Management, LLC | Chicago, IL | Westlake, OH | SEC-registered investment adviser |
| Paulson Wealth Management Inc. | Wheaton, IL | West Palm Beach, FL | SEC-registered investment adviser |
| PCG Wealth Management | Lombard, IL | Overland Park, KS | SEC-registered investment adviser |
| Pennantpark Investment Advisers, LLC | Chicago, IL | Miami Beach, FL | SEC-registered investment adviser |
| Penserra Capital Management LLC | Chicago, IL | Orinda, CA | SEC-registered investment adviser |
| Pentwater Capital Management LP | Evanston, IL | Naples, FL | SEC-registered investment adviser |
| Pgim Private Placement Investors, L.P. | Chicago, IL | Newark, NJ | SEC-registered investment adviser |
| Pgim, Inc. | Chicago, IL | Newark, NJ | SEC-registered investment adviser |
| Phase 3 Capital Management LLC | Northbrook, IL | Boca Raton, FL | SEC-registered investment adviser |
| Piper Sandler & Co. | Chicago, IL | Minneapolis, MN | SEC-registered investment adviser |
| Planmember Securities Corporation | Naperville, IL | Carpinteria, CA | SEC-registered investment adviser |
| Plante Moran Financial Advisors | Chicago, IL | Southfield, MI | SEC-registered investment adviser |
| Plante Moran Real Estate Investment Advisors | Chicago, IL | Southfield, MI | SEC-registered investment adviser |
| PNC Capital Advisors LLC | Chicago, IL | Baltimore, MD | SEC-registered investment adviser |
| PNC Steel City Advisors, LLC | Chicago, IL | Pittsburgh, PA | SEC-registered investment adviser |
| POINT72 Asset Management, L.P. | Chicago, IL | Stamford, CT | SEC-registered investment adviser |
| Polen Capital Management, LLC | Chicago, IL | Boca Raton, FL | SEC-registered investment adviser |
| Polen International Equity LLC | Chicago, IL | Boca Raton, FL | SEC-registered investment adviser |
| Prime Finance Advisor, L.P. | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Primerica Advisors | Rolling Meadows, IL | Duluth, GA | SEC-registered investment adviser |
| Principal Asset Management | Chicago, IL | Des Moines, IA | SEC-registered investment adviser |
| Principal Real Estate | Chicago, IL | Des Moines, IA | SEC-registered investment adviser |
| Principal Securities, Inc. | Downers Grove, IL | Des Moines, IA | SEC-registered investment adviser |
| Private Advisor Group, LLC | Munster, IN | Morristown, NJ | SEC-registered investment adviser |
| Private Client Services, LLC | Oakbrook Terrace, IL | Louisville, KY | SEC-registered investment adviser |
| Prosperity Capital Advisors | Schereville, IN | Westlake, OH | SEC-registered investment adviser |
| Ptma Investment Advisors | Naperville, IL | Denver, CO | SEC-registered investment adviser |
| Pure Financial Advisors, LLC | Northbrook, IL | San Diego, CA | SEC-registered investment adviser |
| Quad Partners LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Quartz Partners Investment Management | Deerfield, IL | Saratoga Springs, NY | SEC-registered investment adviser |
| Raintree Capital Management LLC | Naperville, IL | Scottsdale, AZ | Exempt reporting adviser |
| Ramirez Asset Management, Inc. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Chicago, IL | St. Petersburg, FL | SEC-registered investment adviser |
| RBC Global Asset Management (U.S.) Inc. | Chicago, IL | Minneapolis, MN | SEC-registered investment adviser |
| RBC Rochdale, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| RCP Advisors 2, LLC | Chicago, IL | Dallas, TX | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Deer Park, IL | Wilmington, DE | SEC-registered investment adviser |
| Realterm | Chicago, IL | Annapolis, MD | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Lincolnshire, IL | Minneapolis, MN | SEC-registered investment adviser |
| Rezny Wealth Management, Inc. | Aurora, IL | Fort Myers, FL | SEC-registered investment adviser |
| RF Investment Management Company LLC | Chicago, IL | New York, NY | Exempt reporting adviser |
| RFG Advisory, LLC | Chicago, IL | Vestavia Hills, AL | SEC-registered investment adviser |
| Ritholtz Wealth Management | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Rivernorth Capital Management, LLC | Chicago, IL | West Palm Beach, FL | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Chicago, IL | Milwaukee, WI | SEC-registered investment adviser |
| Robertson Stephens | North Barrington, IL | San Francisco, CA | SEC-registered investment adviser |
| Robinhood Asset Management | Chicago, IL | Menlo Park, CA | SEC-registered investment adviser |
| Rock Creek Group LLC | Chicago, IL | Washington, DC | SEC-registered investment adviser |
| Rockefeller Capital Management | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Rodgers Brothers, Inc. | Lake Bluff, IL | Harmony, PA | SEC-registered investment adviser |
| Rooted Wealth Advisors | Oak Brook, IL | Bourbonnais, IL | SEC-registered investment adviser |
| Rotunda Capital Partners, LLC | Evanston, IL | Bethesda, MD | SEC-registered investment adviser |
| Ruane Cunniff L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Ruggaard & Associates | Chicago, IL | Hudson, OH | SEC-registered investment adviser |
| RVK, Inc. | Chicago, IL | Portland, OR | SEC-registered investment adviser |
| RWA Wealth Partners | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Sammons Financial Group Asset Management, LLC | Chicago, IL | West des Moines, IA | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Chicago, IL | Miami, FL | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Chicago, IL | Nashville, TN | SEC-registered investment adviser |
| Sapient Capital LLC | Chicago, IL | Indianapolis, IN | SEC-registered investment adviser |
| Savant Wealth Management | Chicago, IL | Rockford, IL | SEC-registered investment adviser |
| Saxony Capital Management, LLC | Lincolnshire, IL | Saint Louis, MO | SEC-registered investment adviser |
| Saybrook Fund Advisors, LLC | Chicago, IL | Santa Monica, CA | SEC-registered investment adviser |
| Schlindwein Associates LLC | Chicago, IL | Dallas, TX | SEC-registered investment adviser |
| Schonfeld Strategic Advisors LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Segal Marco Advisors | Chicago, IL | New York, NY | SEC-registered investment adviser |
| SEI Investments Management Corp | Chicago, IL | Oaks, PA | SEC-registered investment adviser |
| Seia | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Select Equity Group, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Sequent Planning, LLC | Oak Brook, IL | Omaha, NE | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Mundelein, IL | Akron, OH | SEC-registered investment adviser |
| Serra Ventures, LLC | Chicago, IL | Champaign, IL | Exempt reporting adviser |
| Sierra Investment Partners, Inc. | Oak Brook, IL | Walnut Creek, CA | SEC-registered investment adviser |
| Signal Advisors Wealth, LLC | Grayslake, IL | Detroit, MI | SEC-registered investment adviser |
| Sikich Financial | Burr Ridge, IL | Springfield, IL | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Wilmette, IL | Jackson, TN | SEC-registered investment adviser |
| Silver Point Capital, L.P. | Chicago, IL | Greenwich, CT | SEC-registered investment adviser |
| Silver Point Private Credit Fund Management, LLC | Chicago, IL | Greenwich, CT | SEC-registered investment adviser |
| Silver Point Specialty Credit Fund Management, LLC | Chicago, IL | Greenwich, CT | SEC-registered investment adviser |
| Simplicity Wealth | Lincolnshire, IL | Summit, NJ | SEC-registered investment adviser |
| Sixth Street Advisers, LLC | Chicago, IL | Dallas, TX | SEC-registered investment adviser |
| Sixth Street Lending Partners Advisers, LLC | Chicago, IL | Dallas, TX | SEC-registered investment adviser |
| Sixth Street Specialty Lending Advisers, LLC | Chicago, IL | Dallas, TX | SEC-registered investment adviser |
| SJS Investment Services | Chicago, IL | Sylvania, OH | SEC-registered investment adviser |
| Slayton Lewis Inc | Chicago, IL | Salt Lake City, UT | SEC-registered investment adviser |
| SMA Capital LLC | Lake Forest, IL | New York, NY | SEC-registered investment adviser |
| Snowden Capital Advisors LLC | Skokie, IL | New York, NY | SEC-registered investment adviser |
| Solomon API LLC | Schaumburg, IL | Rockledge, FL | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Oakbrook Terrace, IL | St. George, UT | SEC-registered investment adviser |
| Sora Investors | Chicago, IL | Bryn Mawr, PA | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Crystal Lake, IL | Fort Lauderdale, FL | SEC-registered investment adviser |
| South Bay Financial Partners | Glenview, IL | Torrance, CA | SEC-registered investment adviser |
| Southcol Advisors | Chicago, IL | Naples, FL | SEC-registered investment adviser |
| Sowell Management | Schaumberg, IL | North Little Rock, AR | SEC-registered investment adviser |
| SPC | Mt. Prospect, IL | Ann Arbor, MI | SEC-registered investment adviser |
| Spire Wealth Management, LLC | Aurora, IL | McLean, VA | SEC-registered investment adviser |
| Star Mountain Fund Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Steelpeak Wealth, LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Stephens | Chicago, IL | Little Rock, AR | SEC-registered investment adviser |
| Stepstone Group Real Estate LP | Chicago, IL | La Jolla, CA | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Joliet, IL | St Louis, MO | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Chicago, IL | St Louis, MO | SEC-registered investment adviser |
| Stockbridge Capital Group, LLC | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Stonebridge Financial Group | Chicago, IL | Grand Rapids, MI | SEC-registered investment adviser |
| Strategic Advisers LLC | Naperville, IL | Boston, MA | SEC-registered investment adviser |
| Strategic Asset Management LLC. | East Dundee, IL | Rochester, MN | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Northbrook, IL | Beachwood, OH | SEC-registered investment adviser |
| Summit Financial, LLC | Arlington Heights, IL | Parsippany, NJ | SEC-registered investment adviser |
| Summit Trail Advisors, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| SVB Asset Management | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| SWS Capital Management, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| TAP Root Capital Management LP | Chicago, IL | Summit, NJ | SEC-registered investment adviser |
| TCW Asset Management Company LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| TCW PT Management Company LLC | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Terra Wealth | Crown Point, IN | High Point, NC | SEC-registered investment adviser |
| The Caprock Group, LLC | Chicago, IL | Boise, ID | SEC-registered investment adviser |
| The Life Group Financial Services | Northbrook, IL | Dubuque, IA | SEC-registered investment adviser |
| The Palisades Group, LLC | Evanston, IL | Austin, TX | SEC-registered investment adviser |
| The Planning Center, Inc. | Chicago, IL | Moline, IL | SEC-registered investment adviser |
| Third Point LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Third Point Private Capital LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Three Sixty Wealth Management, LLC | Downers Grove, IL | Bloomington, IL | SEC-registered investment adviser |
| Thrivent Advisor Network, LLC | Naperville, IL | Minneapolis, MN | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Chicago, IL | Minneapolis, MN | SEC-registered investment adviser |
| Thurston Advisors | Chicago, IL | Vero Beach, FL | SEC-registered investment adviser |
| Thurston Springer Advisors | Deerfield, IL | Indianapolis, IN | SEC-registered investment adviser |
| TIAA-CREF Investment Management LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Tidal Investments LLC | Oak Brook, IL | Milwaukee, WI | SEC-registered investment adviser |
| Tishman Speyer Properties, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| TJC LP | Chicago, IL | New York, NY | SEC-registered investment adviser |
| TLG Advisors, Inc. | Arlington Heights, IL | Summit, NJ | SEC-registered investment adviser |
| TPG Angelo Gordon | Chicago, IL | New York, NY | SEC-registered investment adviser |
| TPG Global Advisors, LLC | Chicago, IL | Fort Worth, TX | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Naperville, IL | Scottsdale, AZ | SEC-registered investment adviser |
| Transglobal Advisory, LLC | Lisle, IL | Monrovia, CA | SEC-registered investment adviser |
| Tremont Realty Capital LLC | Chicago, IL | Newton, MA | SEC-registered investment adviser |
| Trillium Wealth LLC | Yorkville, IL | Winter Park, FL | SEC-registered investment adviser |
| Truvestments Capital LLC | Chicago, IL | Sarasota, FL | SEC-registered investment adviser |
| Turas Capital Management | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Chicago, IL | Minneapolis, MN | SEC-registered investment adviser |
| UBS Asset Management (americas) LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| UBS Financial Services Inc. | Chicago, IL | Weehawken, NJ | SEC-registered investment adviser |
| UBS Realty Investors LLC | Chicago, IL | Hartford, CT | SEC-registered investment adviser |
| Ullico Investment Advisors, Inc. | Chicago, IL | Bethesda, MD | SEC-registered investment adviser |
| Union Capital Associates, L.P. | Downers Grove, IL | Greenwich, CT | SEC-registered investment adviser |
| United Advisor Group | Downers Grove, IL | Cincinnati, OH | SEC-registered investment adviser |
| USA Financial Securities LLC | Homer Glen, IL | Ada, MI | SEC-registered investment adviser |
| USI Securities, Inc. | Chicago, IL | Glastonbury, CT | SEC-registered investment adviser |
| Valeo Financial Advisors, LLC | Chicago, IL | Carmel, IN | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Chicago, IL | Houston, TX | SEC-registered investment adviser |
| Valley Wealth Managers, Inc. | Chicago, IL | Paramus, NJ | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Naperville, IL | Woodbury, NY | SEC-registered investment adviser |
| Varagon Capital Partners, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Varcov Co. | Chicago, IL | Darien, CT | SEC-registered investment adviser |
| Vaughan Nelson Investment Management, L.P. | Chicago, IL | Houston, TX | SEC-registered investment adviser |
| VCC Advisors, LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Verition Fund Management LLC | Chicago, IL | Greenwich, CT | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Antioch, IL | Brentwood, TN | SEC-registered investment adviser |
| Vista Credit BDC Management, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Vista Credit Partners, L.P. | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Vista Equity Partners Management, LLC | Chicago, IL | San Francisco, CA | SEC-registered investment adviser |
| Volatility Shares LLC | Chicago, IL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Lisle, IL | Windsor, CT | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Orland Park, IL | Cincinnati, OH | SEC-registered investment adviser |
| Walleye Capital LLC | Chicago, IL | Wayzata, MN | SEC-registered investment adviser |
| Walsh & Associates, LLC | Dekalb, IL | Sarasota, FL | SEC-registered investment adviser |
| Washington Crossing Advisors LLC | Chicago, IL | Morristown, NJ | SEC-registered investment adviser |
| Waverly Advisors, LLC | Chicago, IL | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Deerfield, IL | Plymouth, MN | SEC-registered investment adviser |
| Wealth Management | Mundelein, IL | Norfolk, NE | SEC-registered investment adviser |
| Wealth Watch Advisors, Inc | Schaumberg, IL | Englewood, CO | SEC-registered investment adviser |
| Wealthcare Capital Management LLC | Hoffman Estates, IL | Richmond, VA | SEC-registered investment adviser |
| Wealthquest Corporation | Oak Brook, IL | Cincinnati, OH | SEC-registered investment adviser |
| Wealthspire Advisors | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Chicago, IL | Aliso Viejo, CA | SEC-registered investment adviser |
| Weatherford Capital Management | Chicago, IL | Tampa, FL | SEC-registered investment adviser |
| Wellington Management Company LLP | Chicago, IL | Boston, MA | SEC-registered investment adviser |
| Wells Fargo Advisors | Chicago, IL | St. Louis, MO | SEC-registered investment adviser |
| Westwood Management Corp | Oak Brook, IL | Dallas, TX | SEC-registered investment adviser |
| White Wolf Capital Advisors, LLC | Chicago, IL | Miami, FL | SEC-registered investment adviser |
| William Joseph Capital Management, Inc. | Chicago, IL | Bristol, CT | SEC-registered investment adviser |
| William O'Neil + Company | Chicago, IL | Los Angeles, CA | SEC-registered investment adviser |
| Willow Tree Capital Corp Advisors LLC | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Willow Tree Credit Partners LP | Chicago, IL | New York, NY | SEC-registered investment adviser |
| Willow Tree Credit Partners Sbic Management LP | Chicago, IL | New York, NY | Exempt reporting adviser |
| Wilshire | Chicago, IL | Santa Monica, CA | SEC-registered investment adviser |
| Windsor Capital Management, LLC | Oak Brook, IL | Phoenix, AZ | SEC-registered investment adviser |
| Wolf Hill Capital Management, LP | Oak Brook, IL | Greenwich, CT | SEC-registered investment adviser |
| World Investment Advisors, LLC | North Barrington, IL | Lincroft, NJ | SEC-registered investment adviser |
| Zhang Financial | Chicago, IL | Portage, MI | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 18 firms list an office in Chicago, IL on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Chingona Ventures Management LLC | Chicago, IL | Exempt reporting adviser |
| Collective Study, LLC | Chicago, IL | Exempt reporting adviser |
| Costello Financial Planning, Inc. | Chicago, IL | SEC-registered investment adviser |
| Delta Wealth Advisors LLC | Oakbrook Terrace, IL | SEC-registered investment adviser |
| F5 Financial Planning, L.L.C. | Naperville, IL | SEC-registered investment adviser |
| Financial Transparency | Schaumburg, IL | SEC-registered investment adviser |
| Fortune Financial Group, Inc. | Glen Ellyn, IL | SEC-registered investment adviser |
| Gerstemeier Financial Group,llc | Oak Brook, IL | SEC-registered investment adviser |
| Harmonic Capital, LLC | Chicago, IL | SEC-registered investment adviser |
| Integral Financial Planning LLC | Schaumburg, IL | SEC-registered investment adviser |
| Latitude Advisors, LLC | Elmhurst, IL | SEC-registered investment adviser |
| MGFS Private Wealth, LLC | Oakbrook Terrace, IL | SEC-registered investment adviser |
| Millennial Wealth Advisors | Chicago, IL | SEC-registered investment adviser |
| New West Asset Management | Chicago, IL | SEC-registered investment adviser |
| North Star Wealth Management | Northbrook, IL | SEC-registered investment adviser |
| Sierra Summit Advisors LLC | Chicago, IL | SEC-registered investment adviser |
| Supply Change Capital Management LLC | Chicago, IL | Exempt reporting adviser |
| VON Haefen Financial Management | Chicago, IL | State-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Chicago, IL, headquartered elsewhere. https://advisorcensus.com/advisors/il/chicago/branch-offices https://advisorcensus.com/advisors/il/chicago/branch-offices