AdvisorCensus / Financial advisors / Illinois / Chicago, IL / Charles Schwab

Financial advisors in Chicago, IL using Charles Schwab

220 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Chicago, IL · How this list is built

Firm	City	Registration	Assets band
103 Advisory Group	Chicago	SEC-registered investment adviser	$100 million to $500 million
4WEALTH Advisors, Inc.	Burr Ridge	SEC-registered investment adviser	$100 million to $500 million
Aaron Wealth Advisors	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Aberdeen Wealth Management LLC	Lake Bluff	SEC-registered investment adviser	$500 million to $1 billion
Advanced Planning Advisors Group Inc.	Naperville	SEC-registered investment adviser	$100 million to $500 million
Advisory Research Inc	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Advyzon Investment Management, LLC	Lisle	SEC-registered investment adviser	$1 billion to $5 billion
Alley Company	Lake Forest	SEC-registered investment adviser	$500 million to $1 billion
Altair Advisers, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Altman Advisors	Chicago	SEC-registered investment adviser	$100 million to $500 million
Aris Investing	Glenview	SEC-registered investment adviser	$1 billion to $5 billion
Arlington Wealth Management	Arlington Heights	SEC-registered investment adviser	$100 million to $500 million
Arthur M. Cohen & Associates LLC	Northbrook	SEC-registered investment adviser	$1 billion to $5 billion
AZA Capital Management	Chicago	SEC-registered investment adviser	$100 million to $500 million
Bantamac Capital, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Bard Associates Inc	Chicago	SEC-registered investment adviser	$100 million to $500 million
Barrett Wealth Connection LLC	Spring Grove	SEC-registered investment adviser	$100 million to $500 million
Bernardi Asset Management, LLC	Northfield	SEC-registered investment adviser	$100 million to $500 million
Blue Haven Capital, LLC	Geneva	SEC-registered investment adviser	$100 million to $500 million
Blue Line Capital	Chicago	SEC-registered investment adviser	$100 million to $500 million
Blue Sky Investment Partners, Inc.	Evanston	SEC-registered investment adviser	$100 million to $500 million
BMO Family Office, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Bondurant Investment Advisory, LLC	Evanston	SEC-registered investment adviser	$100 million to $500 million
Boon Capital Advisors LLC	Northbrook	SEC-registered investment adviser	$100 million to $500 million
Brownson, Rehmus & Foxworth, Inc.	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Bulletproof Capital, LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Burling Wealth Partners	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Capital Gains Incorporated	Niles	SEC-registered investment adviser	$100 million to $500 million
Capstone Financial Advisors Inc	Downers Grove	SEC-registered investment adviser	$1 billion to $5 billion
Carter Financial Group, Inc.	Barrington	SEC-registered investment adviser	$100 million to $500 million
Centric Wealth Management, LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Cetera Investment Advisers LLC	Schaumburg	SEC-registered investment adviser	Over $5 billion
Chesley, Taft & Associates, LLC	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Chicago Capital Management Advisors, LLC	Lisle	SEC-registered investment adviser	$100 million to $500 million
Chicago Capital, LLC	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Chicago Investment Advisory Council, Inc.	St. Charles	SEC-registered investment adviser	$100 million to $500 million
Chicago Investment Advisory Group	Mokena	SEC-registered investment adviser	$100 million to $500 million
Chicago Partners Investment Group LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Chicago Wealth Management, Inc.	Chicago	SEC-registered investment adviser	$100 million to $500 million
CIBC Private Wealth Advisors, Inc.	Chicago	SEC-registered investment adviser	Over $5 billion
CL Wealth Management LLC	Schaumburg	SEC-registered investment adviser	$500 million to $1 billion
Clearwater Capital Partners	Hoffman Estates	SEC-registered investment adviser	$1 billion to $5 billion
Clement Street Capital LLC	Downers Grove	SEC-registered investment adviser	$100 million to $500 million
Cogent Strategic Wealth LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Convexitas	Chicago	SEC-registered investment adviser	$100 million to $500 million
Copperwood Financial	Burr Ridge	SEC-registered investment adviser	$100 million to $500 million
Coyle	Glenview	SEC-registered investment adviser	$1 billion to $5 billion
Cresset Asset Management, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
CTS Financial Planning, Inc.	Chicago	SEC-registered investment adviser	$100 million to $500 million
Cura Wealth Advisors, LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Curi Capital, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Cypress Wealth Management	Oakbrook Terrace	SEC-registered investment adviser	$100 million to $500 million
Daly Investment Management, LLC	Mount Prospect	SEC-registered investment adviser	$100 million to $500 million
Dearborn Partners L.L.C.	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Detterbeck Wealth Management	Palatine	SEC-registered investment adviser	$100 million to $500 million
DHJJ Financial Advisors	Naperville	SEC-registered investment adviser	$500 million to $1 billion
Dillow Wealth Management LLC	Oak Brook	SEC-registered investment adviser	$100 million to $500 million
Directional Asset Management, LLC	Arlington Heights	SEC-registered investment adviser	$100 million to $500 million
Doyenne Wealth Advisors	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
E. A. Horwitz LLC	Deerfield	SEC-registered investment adviser	$100 million to $500 million
Eastgate Capital Advisors LLC	Winnetka	SEC-registered investment adviser	$100 million to $500 million
Embree Financial Group	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Engage Wealth Group, LLC	Northfield	SEC-registered investment adviser	$100 million to $500 million
Equity Armor Investments	Chicago	SEC-registered investment adviser	$100 million to $500 million
Ergawealth Advisors, Inc.	Oak Brook	SEC-registered investment adviser	$100 million to $500 million
Essex LLC	Deer Park	SEC-registered investment adviser	$500 million to $1 billion
Estate & Trust Advisors	Riverwoods	SEC-registered investment adviser	$100 million to $500 million
Expressive Wealth LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Factor Wealth Management	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Faircourt Partners, LLC	Lake Bluff	SEC-registered investment adviser	$1 billion to $5 billion
Fiduciary Financial Partners, LLC	Naperville	SEC-registered investment adviser	$100 million to $500 million
Fiducient Advisors LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Financial Design Studio, Inc.	Deer Park	SEC-registered investment adviser	$100 million to $500 million
Financial Elements, Inc	Rolling Meadows	SEC-registered investment adviser	$100 million to $500 million
Financial Solutions Advisory Group	Chicago	SEC-registered investment adviser	$500 million to $1 billion
First Trust Advisors LP	Wheaton	SEC-registered investment adviser	Over $5 billion
Foresight Wealth Advisors	Skokie	SEC-registered investment adviser	$100 million to $500 million
Forest Asset Management LLC	Riverside	SEC-registered investment adviser	$100 million to $500 million
Fort Sheridan Advisors LLC	Highland Park	SEC-registered investment adviser	$1 billion to $5 billion
Fortis Portfolio Solutions, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Forum Financial Management, LP	Lombard	SEC-registered investment adviser	Over $5 billion
Fountainhead Financial, LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Fourstar Wealth Advisors, LLC	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Geowealth Management LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Goldstone Financial Group, LLC	Oakbrook Terrace	SEC-registered investment adviser	$1 billion to $5 billion
Graybill Wealth Management, Ltd.	Elmhurst	SEC-registered investment adviser	$500 million to $1 billion
Harbour Financial Resources, Ltd	Skokie	SEC-registered investment adviser	$100 million to $500 million
Hartline Investment Corporation	Winnetka	SEC-registered investment adviser	$500 million to $1 billion
Harvest Investment Services, LLC	Oakbrook Terrace	SEC-registered investment adviser	$500 million to $1 billion
Hedeker Wealth LLC	Lincolnshire	SEC-registered investment adviser	$500 million to $1 billion
Hemsley Advisors, Ltd.	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Hendricks Wealth and Estate Management	Algonquin	SEC-registered investment adviser	$500 million to $1 billion
Heritage Strategic Wealth, LLC	Cary	SEC-registered investment adviser	$25 million to $100 million
Hightower Advisors, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Horizon Capital Management, LLC	Lake Forest	SEC-registered investment adviser	$100 million to $500 million
Horizon Investment Services, LLC.	Hammond	SEC-registered investment adviser	$100 million to $500 million
Illuminate Wealth Management	Barrington	SEC-registered investment adviser	$100 million to $500 million
Inspirion Wealth Advisors, LLC	Libertyville	SEC-registered investment adviser	$1 billion to $5 billion
Intertide Partners	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Iron Financial LLC	Northbrook	SEC-registered investment adviser	$100 million to $500 million
James T. Borello & Co.	East Dundee	SEC-registered investment adviser	$500 million to $1 billion
JMG Financial Group Ltd	Downers Grove	SEC-registered investment adviser	Over $5 billion
Journey Financial Group, Inc.	Buffalo Grove	SEC-registered investment adviser	$100 million to $500 million
K2 Wealth Management LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
KAI Wealth LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
KDM Wealth Management Inc.	Geneva	SEC-registered investment adviser	$100 million to $500 million
Keebeck Wealth Management	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Kenney Investments Inc	Northfield	SEC-registered investment adviser	$100 million to $500 million
Kenora Financial, LLC	Des Plaines	SEC-registered investment adviser	$100 million to $500 million
Kingsbury Capital Investment Advisors LLC	Evanston	SEC-registered investment adviser	$100 million to $500 million
KKM Financial LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Kotys Wealth Professionals	Valparaiso	SEC-registered investment adviser	$100 million to $500 million
KRM Financial Planning & Wealth Management, LLC	St. Charles	SEC-registered investment adviser	$100 million to $500 million
Kruse Asset Management, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Kuhn & Company Investment Counsel, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Kuhn Capital Partners	Oak Brook	SEC-registered investment adviser	$100 million to $500 million
Kuhn Wealth Management Inc.	Schaumburg	SEC-registered investment adviser	$100 million to $500 million
Lake Street	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Lakewood Asset Management, LLC	Naperville	SEC-registered investment adviser	$100 million to $500 million
Lantz Financial LLC	Naperville	SEC-registered investment adviser	$500 million to $1 billion
Lauer Wealth Management	Valparaiso	SEC-registered investment adviser	$100 million to $500 million
Laureate Wealth Management, LLC	Glen Ellyn	SEC-registered investment adviser	$100 million to $500 million
LCM Capital Management Inc	Chicago	SEC-registered investment adviser	$100 million to $500 million
Leelyn Smith, LLC	Geneva	SEC-registered investment adviser	$500 million to $1 billion
Left Brain Wealth Management, LLC	Naperville	SEC-registered investment adviser	$100 million to $500 million
Leslie Global Wealth, LLC	Itasca	SEC-registered investment adviser	$100 million to $500 million
Liberty One Investment Management	Libertyville	SEC-registered investment adviser	$1 billion to $5 billion
Lifepoint Planning	Schaumburg	SEC-registered investment adviser	$100 million to $500 million
Lind Capital Partners	Evanston	SEC-registered investment adviser	$100 million to $500 million
Logan Stone	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Marcus Capital, LLC	Northfield	SEC-registered investment adviser	$100 million to $500 million
Maren Capital	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Mark Bell Advisory Services, Inc.	Chicago	SEC-registered investment adviser	$100 million to $500 million
McCulley Financial Group, LLC	Westchester	SEC-registered investment adviser	$100 million to $500 million
McDonnell Capital Management	Frankfort	SEC-registered investment adviser	$100 million to $500 million
Mediqus Asset Advisors, Inc.	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Mendel Money Management Inc	Northbrook	SEC-registered investment adviser	$100 million to $500 million
Mentor Capital Management Inc.	Chicago	SEC-registered investment adviser	$100 million to $500 million
Midway Capital Research & Management LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Millington Financial Advisors, LLC	Naperville	SEC-registered investment adviser	$100 million to $500 million
Mindful Wealth LLC	Glencoe	SEC-registered investment adviser	$100 million to $500 million
Model Wealth	Wheaton	SEC-registered investment adviser	$100 million to $500 million
Moller Wealth Partners	Northfield	SEC-registered investment adviser	$500 million to $1 billion
Morningstar Investment Management LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Mosaic FI LLC	Lincolnshire	SEC-registered investment adviser	$100 million to $500 million
MPI Wealth Management LLC	Hinsdale	SEC-registered investment adviser	$100 million to $500 million
MPS-Loria Financial Planners,llc	Burr Ridge	SEC-registered investment adviser	$500 million to $1 billion
Nadler Financial Group, Inc.	Deerfield	SEC-registered investment adviser	$1 billion to $5 billion
North Shore Private Asset Management, LLC	Lake Forest	SEC-registered investment adviser	$500 million to $1 billion
North Star Investment Management Corporation	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Nuveen Asset Management, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Oak Family Advisors, LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Oak Wealth Advisors LLC	Northbrook	SEC-registered investment adviser	$100 million to $500 million
Opus Financial Solutions LLC	Downers Grove	SEC-registered investment adviser	$100 million to $500 million
Patrick M. Sweeney & Associates, Inc	Libertyville	SEC-registered investment adviser	$100 million to $500 million
Pearson Creek Capital Management LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Pebble Valley Wealth Management	Western Springs	SEC-registered investment adviser	$100 million to $500 million
Pekin Hardy Strauss, Inc.	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Pendulum Wealth Partners	Itasca	SEC-registered investment adviser	$100 million to $500 million
Performance Wealth	Hinsdale	SEC-registered investment adviser	$1 billion to $5 billion
Pinnacle Financial Group LLC	Western Springs	SEC-registered investment adviser	$500 million to $1 billion
Prairieview Wealth & Tax Advisors	Frankfort	SEC-registered investment adviser	$100 million to $500 million
Providence Wealth Advisors, LLC	Frankfort	SEC-registered investment adviser	$500 million to $1 billion
RAI Wealth	Naperville	SEC-registered investment adviser	$500 million to $1 billion
RCM Wealth Advisors	Chicago	SEC-registered investment adviser	$100 million to $500 million
River Street Advisors, LLC	Aurora	SEC-registered investment adviser	$500 million to $1 billion
Riverbend Capital Advisors, LLC	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Rothschild Investment	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Rothschild Wealth LLC	Oakbrook	SEC-registered investment adviser	$1 billion to $5 billion
RPC Private Wealth, LLC	Hinsdale	SEC-registered investment adviser	$100 million to $500 million
Santa Barbara Management	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Savoie Capital LLC	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Sawyer Falduto Asset Management, LLC	Elmhurst	SEC-registered investment adviser	$500 million to $1 billion
Sebold Capital Management, Inc	Lisle	SEC-registered investment adviser	$100 million to $500 million
Seed Wealth Management, Inc.	Evanston	SEC-registered investment adviser	$100 million to $500 million
Serenity Investment Advisors	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Shankervalleau Wealth Advisors, Inc.	Skokie	SEC-registered investment adviser	$500 million to $1 billion
Signet Private Wealth, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Significant Wealth Partners LLC	Cary	SEC-registered investment adviser	$100 million to $500 million
Spiderrock Advisors, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Stenger Family Office, LLC	Naperville	SEC-registered investment adviser	$500 million to $1 billion
Stephen Smith Financial Inc.	Schaumburg	SEC-registered investment adviser	$100 million to $500 million
Steward Advisors, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Stonebridge Wealth Management LLC	Oak Brook	SEC-registered investment adviser	$100 million to $500 million
Stride Investments, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Studio Investment Management	Chicago	SEC-registered investment adviser	$500 million to $1 billion
T2 Asset Management, LLC	Naperville	SEC-registered investment adviser	$100 million to $500 million
Taiber, Kosmala & Associates, LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Taiko	Chicago	SEC-registered investment adviser	Over $5 billion
Taiko Private Wealth	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Tall Pines Capital, LLC	Oak Brook	SEC-registered investment adviser	Under $25 million
Tetley Investments, LLC	Park Ridge	SEC-registered investment adviser	$100 million to $500 million
The Dala Group, LLC	Hoffman Estates	SEC-registered investment adviser	$100 million to $500 million
The Mather Group, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
The Mosaic Financial Group, LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
The Nestegg Group, Inc.	Lincolnwood	SEC-registered investment adviser	$100 million to $500 million
The Planning Group	Northfield	SEC-registered investment adviser	$100 million to $500 million
Total Clarity Wealth Management, Inc	St. Charles	SEC-registered investment adviser	$500 million to $1 billion
Trifecta Capital Advisors, LLC	Northbrook	SEC-registered investment adviser	$500 million to $1 billion
Unique Wealth Strategies	Burr Ridge	SEC-registered investment adviser	$100 million to $500 million
V-Square Quantitative Management	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Vantage Point Financial, LLC	Lisle	SEC-registered investment adviser	$100 million to $500 million
Vermillion Financial Advisors, Inc.	South Barrington	SEC-registered investment adviser	$100 million to $500 million
Versatile Capital Management L.L.C.	Chicago	SEC-registered investment adviser	$100 million to $500 million
Vertex Partners	Downers Grove	SEC-registered investment adviser	$1 billion to $5 billion
Vertis Wealth, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Vestgen Advisors, LLC	Chicago	SEC-registered investment adviser	Over $5 billion
Vestor Capital, LLC	Chicago	SEC-registered investment adviser	$1 billion to $5 billion
Via IV Investments, LLC	Burr Ridge	SEC-registered investment adviser	$100 million to $500 million
Virtue Asset Management LLC	Barrington	SEC-registered investment adviser	$100 million to $500 million
Vital Wealth Management, LLC	Rosemont	SEC-registered investment adviser	$100 million to $500 million
Watershed Private Wealth	Oak Brook	SEC-registered investment adviser	$100 million to $500 million
Wavvest Wealth	Chicago	SEC-registered investment adviser	$100 million to $500 million
Western Pacific Wealth Management, LP	Lake Forest	SEC-registered investment adviser	$100 million to $500 million
Windrock Wealth Management	Naperville	SEC-registered investment adviser	$100 million to $500 million
XXI Wealth, LLC	Chicago	SEC-registered investment adviser	$500 million to $1 billion
Yunistone Investment Group, LLC	Chicago	SEC-registered investment adviser	$100 million to $500 million
Zacks Intelligence LLC	Chicago	SEC-registered investment adviser	Under $25 million
Zacks Investment Management, Inc.	Chicago	SEC-registered investment adviser	Over $5 billion
Zuckerman Investment Group	Chicago	SEC-registered investment adviser	$1 billion to $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide

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AdvisorCensus. Financial advisors in Chicago, IL using Charles Schwab. https://advisorcensus.com/advisors/il/chicago/custodians/charles-schwab
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