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AdvisorCensus / Financial advisors / Illinois / Chicago, IL / Fidelity Investments

Financial advisors in Chicago, IL using Fidelity Investments

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

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

FirmCityRegistrationAssets band
Advyzon Investment Management, LLCLisleSEC-registered investment adviser$1 billion to $5 billion
Alera Investment Advisors, LLCDeerfieldSEC-registered investment adviserOver $5 billion
ALO Financial PlanningMount ProspectSEC-registered investment adviser$100 million to $500 million
American Community Wealth Management, LLCCrystal LakeSEC-registered investment adviser$100 million to $500 million
AON Investments USA Inc.ChicagoSEC-registered investment adviserOver $5 billion
Arena Private WealthChicagoSEC-registered investment adviser$100 million to $500 million
Avocet Capital Management LLCNorthbrookSEC-registered investment adviser$100 million to $500 million
Bard Associates IncChicagoSEC-registered investment adviser$100 million to $500 million
Barrett Wealth Connection LLCSpring GroveSEC-registered investment adviser$100 million to $500 million
Benchmark Investment Advisors LLCChicagoSEC-registered investment adviser$100 million to $500 million
Calamos Advisors LLCNapervilleSEC-registered investment adviserOver $5 billion
Calamos Wealth Management LLCNapervilleSEC-registered investment adviserOver $5 billion
Cetera Investment Advisers LLCSchaumburgSEC-registered investment adviserOver $5 billion
Chicago Capital Management Advisors, LLCLisleSEC-registered investment adviser$100 million to $500 million
Chicago Capital, LLCChicagoSEC-registered investment adviser$1 billion to $5 billion
Chicago Partners Investment Group LLCChicagoSEC-registered investment adviserOver $5 billion
CIBC Private Wealth Advisors, Inc.ChicagoSEC-registered investment adviserOver $5 billion
Cohen CapitalChicagoSEC-registered investment adviser$1 billion to $5 billion
ConvexitasChicagoSEC-registered investment adviser$100 million to $500 million
Crescent Grove AdvisorsLake ForestSEC-registered investment adviserOver $5 billion
Cresset Asset Management, LLCChicagoSEC-registered investment adviserOver $5 billion
Curi Capital, LLCChicagoSEC-registered investment adviserOver $5 billion
Cypress Capital Partners, LLCChicagoSEC-registered investment adviser$100 million to $500 million
E. A. Horwitz LLCDeerfieldSEC-registered investment adviser$100 million to $500 million
Feldman, Ingardona & CoDowners GroveSEC-registered investment adviser$1 billion to $5 billion
Fiducient Advisors LLCChicagoSEC-registered investment adviserOver $5 billion
First Trust Advisors LPWheatonSEC-registered investment adviserOver $5 billion
Forest Asset Management LLCRiversideSEC-registered investment adviser$100 million to $500 million
Fort Sheridan Advisors LLCHighland ParkSEC-registered investment adviser$1 billion to $5 billion
Forum Financial Management, LPLombardSEC-registered investment adviserOver $5 billion
Gehrig Capital Management, Inc.MerrillvilleSEC-registered investment adviser$100 million to $500 million
Geowealth Management LLCChicagoSEC-registered investment adviserOver $5 billion
Graybill Wealth Management, Ltd.ElmhurstSEC-registered investment adviser$500 million to $1 billion
Gresham Partners, LLCChicagoSEC-registered investment adviserOver $5 billion
Highpoint Planning PartnersDowners GroveSEC-registered investment adviser$1 billion to $5 billion
Hightower Advisors, LLCChicagoSEC-registered investment adviserOver $5 billion
Horizon Capital Management, LLCLake ForestSEC-registered investment adviser$100 million to $500 million
Illuminate Wealth ManagementBarringtonSEC-registered investment adviser$100 million to $500 million
Intentgen Financial PartnersNapervilleSEC-registered investment adviser$500 million to $1 billion
Invesco Capital Management LLCDowners GroveSEC-registered investment adviserOver $5 billion
K2 Wealth Management LLCChicagoSEC-registered investment adviser$100 million to $500 million
Lakeshore Capital Group, Inc.Rolling MeadowsSEC-registered investment adviser$100 million to $500 million
Lasalle ST. Investment Advisors, L.L.C.ElmhurstSEC-registered investment adviserOver $5 billion
LCM Capital Management IncChicagoSEC-registered investment adviser$100 million to $500 million
Liberty Asset Management, Inc.WoodridgeSEC-registered investment adviser$100 million to $500 million
Lind Capital PartnersEvanstonSEC-registered investment adviser$100 million to $500 million
Madden Funds ManagementOak ParkSEC-registered investment adviser$100 million to $500 million
Main Street Investment Advisors, LLCNorthbrookSEC-registered investment adviser$100 million to $500 million
Matrix Private Capital GroupChicagoSEC-registered investment adviser$500 million to $1 billion
Mesirow Financial Investment Management, Inc.ChicagoSEC-registered investment adviserOver $5 billion
Mowery & Schoenfeld Wealth Management, LLCLincolnshireSEC-registered investment adviser$500 million to $1 billion
MWS Capital Consultants LLCChicagoSEC-registered investment adviser$100 million to $500 million
New England Research & Management, Inc.ChicagoSEC-registered investment adviser$100 million to $500 million
North Shore Investment Consulting LLCWilmetteSEC-registered investment adviser$100 million to $500 million
North Star Investment Management CorporationChicagoSEC-registered investment adviser$1 billion to $5 billion
Northern Trust Securities, IncChicagoSEC-registered investment adviser$1 billion to $5 billion
Parkside Investments, LLCDeerfieldSEC-registered investment adviser$1 billion to $5 billion
Parkview Asset Management, Inc.Oakbrook TerraceSEC-registered investment adviser$100 million to $500 million
Permanent Capital Management, LPChicagoSEC-registered investment adviser$500 million to $1 billion
Pinnacle Financial Group LLCWestern SpringsSEC-registered investment adviser$500 million to $1 billion
Prism Planning PartnersLibertyvilleSEC-registered investment adviser$100 million to $500 million
Promanage, LLCChicagoSEC-registered investment adviser$1 billion to $5 billion
Retirement Plan Advisors, LLCChicagoSEC-registered investment adviser$1 billion to $5 billion
Riverbend Capital Advisors, LLCChicagoSEC-registered investment adviser$1 billion to $5 billion
Roberts, Glore & Co.DeerfieldSEC-registered investment adviser$500 million to $1 billion
Servant Financial, Ltd.AuroraSEC-registered investment adviser$100 million to $500 million
Spiderrock Advisors, LLCChicagoSEC-registered investment adviserOver $5 billion
The Invictus Collective, LLCPark RidgeSEC-registered investment adviser$100 million to $500 million
The Mather Group, LLCChicagoSEC-registered investment adviserOver $5 billion
Tilden Loucks & Woodnorth LLCElmhurstSEC-registered investment adviser$100 million to $500 million
Trueman BrownLake ZurichSEC-registered investment adviser$100 million to $500 million
Vestgen Advisors, LLCChicagoSEC-registered investment adviserOver $5 billion
Vestor Capital, LLCChicagoSEC-registered investment adviser$1 billion to $5 billion
Via IV Investments, LLCBurr RidgeSEC-registered investment adviser$100 million to $500 million
Walled Lake Planning & Wealth Management, LLCHighland ParkSEC-registered investment adviser$500 million to $1 billion
Warberg Asset Management LLCWinnetkaSEC-registered investment adviser$500 million to $1 billion
Watershed Private WealthOak BrookSEC-registered investment adviser$100 million to $500 million
Wellment FinancialElmhurstSEC-registered investment adviser$100 million to $500 million
William Blair & Company L.L.C.ChicagoSEC-registered investment adviserOver $5 billion
Zacks Intelligence LLCChicagoSEC-registered investment adviserUnder $25 million
Zacks Investment Management, Inc.ChicagoSEC-registered investment adviserOver $5 billion
Zimmerman Wealth Management, LLCEvanstonSEC-registered investment adviser$100 million to $500 million

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. Fidelity Investments nationwide

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