# Fee-only financial advisors in Chicago, IL > AdvisorCensus lists 277 investment advisory firms with a principal office in the Chicago metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/il/chicago/fee-only/page/6 ## At a glance - Investment advisory firms: 277 - Registration: SEC-registered investment adviser: 138, State-registered investment adviser: 139 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 277 (100%); Percentage of assets 257 (93%); Hourly charges 109 (39%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 156 (56%) - Regulatory assets under management (Item 5.F): Under $25 million 64 (23%); $25 million to $100 million 60 (22%); $100 million to $500 million 81 (29%); $500 million to $1 billion 28 (10%); $1 billion to $5 billion 19 (7%); Over $5 billion 6 (2%); Not reported 19 (7%) - Years registered: Under 5 years 88 (32%); 5 to 9 years 67 (24%); 10 to 19 years 64 (23%); 20 years or more 58 (21%) ## Firms (page 6 of 6, 251 to 277 of 277, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Vanderkloot & Company, P.C.](https://advisorcensus.com/firm/vanderkloot-and-company-p-c-deerfield-il-125047) ([md](https://advisorcensus.com/firm/vanderkloot-and-company-p-c-deerfield-il-125047.md)) | 125047 | Deerfield, IL | State-registered investment adviser | Under $25 million | 25 | Hourly | | [Velisaris Investment Consulting Services, Inc.](https://advisorcensus.com/firm/velisaris-investment-consulting-services-inc-la-grange-il-il-123094) ([md](https://advisorcensus.com/firm/velisaris-investment-consulting-services-inc-la-grange-il-il-123094.md)) | 123094 | La Grange, Il, IL | State-registered investment adviser | Not reported | 32 | Hourly | | [Veracity Wealth Management LLC](https://advisorcensus.com/firm/veracity-wealth-management-llc-oakbrook-terrace-il-290625) ([md](https://advisorcensus.com/firm/veracity-wealth-management-llc-oakbrook-terrace-il-290625.md)) | 290625 | Oakbrook Terrace, IL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee | | [Veridian Private Wealth Management](https://advisorcensus.com/firm/veridian-private-wealth-management-warrenville-il-330270) ([md](https://advisorcensus.com/firm/veridian-private-wealth-management-warrenville-il-330270.md)) | 330270 | Warrenville, IL | State-registered investment adviser | Under $25 million | 1 | % of assets | | [Vidarrow Investment Advisors](https://advisorcensus.com/firm/vidarrow-investment-advisors-arlington-heights-il-331441) ([md](https://advisorcensus.com/firm/vidarrow-investment-advisors-arlington-heights-il-331441.md)) | 331441 | Arlington Heights, IL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee | | [Virtue Asset Management LLC](https://advisorcensus.com/firm/virtue-asset-management-llc-barrington-il-283438) ([md](https://advisorcensus.com/firm/virtue-asset-management-llc-barrington-il-283438.md)) | 283438 | Barrington, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | | [Vista Financial Planning](https://advisorcensus.com/firm/vista-financial-planning-oak-park-il-129729) ([md](https://advisorcensus.com/firm/vista-financial-planning-oak-park-il-129729.md)) | 129729 | Oak Park, IL | State-registered investment adviser | Not reported | 22 | Fixed fee | | [Vistamark Investments](https://advisorcensus.com/firm/vistamark-investments-hinsdale-il-335309) ([md](https://advisorcensus.com/firm/vistamark-investments-hinsdale-il-335309.md)) | 335309 | Hinsdale, IL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee | | [VON Holt Financial Advisors, Inc.](https://advisorcensus.com/firm/von-holt-financial-advisors-inc-palatine-il-115050) ([md](https://advisorcensus.com/firm/von-holt-financial-advisors-inc-palatine-il-115050.md)) | 115050 | Palatine, IL | State-registered investment adviser | $100 million to $500 million | 15 | % of assets | | [Walsh Advisors](https://advisorcensus.com/firm/walsh-advisors-crown-point-in-122628) ([md](https://advisorcensus.com/firm/walsh-advisors-crown-point-in-122628.md)) | 122628 | Crown Point, IN | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Subscription | | [Watchtower Wealth, LLC](https://advisorcensus.com/firm/watchtower-wealth-llc-northbrook-il-327024) ([md](https://advisorcensus.com/firm/watchtower-wealth-llc-northbrook-il-327024.md)) | 327024 | Northbrook, IL | State-registered investment adviser | Under $25 million | 3 | % of assets | | [Watershed Private Wealth](https://advisorcensus.com/firm/watershed-private-wealth-oak-brook-il-316408) ([md](https://advisorcensus.com/firm/watershed-private-wealth-oak-brook-il-316408.md)) | 316408 | Oak Brook, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee | | [Waystone Asset Management (USA) LLC](https://advisorcensus.com/firm/waystone-asset-management-usa-llc-chicago-il-315393) ([md](https://advisorcensus.com/firm/waystone-asset-management-usa-llc-chicago-il-315393.md)) | 315393 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee | | [Wealth Management Associates, Inc.](https://advisorcensus.com/firm/wealth-management-associates-inc-lincolnshire-il-123949) ([md](https://advisorcensus.com/firm/wealth-management-associates-inc-lincolnshire-il-123949.md)) | 123949 | Lincolnshire, IL | State-registered investment adviser | $25 million to $100 million | 31 | % of assets | | [Western Pacific Wealth Management, LP](https://advisorcensus.com/firm/western-pacific-wealth-management-lp-lake-forest-il-152714) ([md](https://advisorcensus.com/firm/western-pacific-wealth-management-lp-lake-forest-il-152714.md)) | 152714 | Lake Forest, IL | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets | | [Whale](https://advisorcensus.com/firm/whale-chicago-il-330063) ([md](https://advisorcensus.com/firm/whale-chicago-il-330063.md)) | 330063 | Chicago, IL | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee | | [Wheel Advisors LLC](https://advisorcensus.com/firm/wheel-advisors-llc-oak-park-il-338450) ([md](https://advisorcensus.com/firm/wheel-advisors-llc-oak-park-il-338450.md)) | 338450 | Oak Park, IL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly | | [Williams Capital Management Company](https://advisorcensus.com/firm/williams-capital-management-company-wilmette-il-109412) ([md](https://advisorcensus.com/firm/williams-capital-management-company-wilmette-il-109412.md)) | 109412 | Wilmette, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | | [Winslow Financial LLC](https://advisorcensus.com/firm/winslow-financial-llc-lake-bluff-il-135866) ([md](https://advisorcensus.com/firm/winslow-financial-llc-lake-bluff-il-135866.md)) | 135866 | Lake Bluff, IL | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee | | [Wisdom Investments](https://advisorcensus.com/firm/wisdom-investments-hoffman-estates-il-123197) ([md](https://advisorcensus.com/firm/wisdom-investments-hoffman-estates-il-123197.md)) | 123197 | Hoffman Estates, IL | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee | | [XXI Wealth, LLC](https://advisorcensus.com/firm/xxi-wealth-llc-chicago-il-330796) ([md](https://advisorcensus.com/firm/xxi-wealth-llc-chicago-il-330796.md)) | 330796 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets | | [Yunistone Investment Group, LLC](https://advisorcensus.com/firm/yunistone-investment-group-llc-chicago-il-149728) ([md](https://advisorcensus.com/firm/yunistone-investment-group-llc-chicago-il-149728.md)) | 149728 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee | | [Zagmout Wealth Management Co.](https://advisorcensus.com/firm/zagmout-wealth-management-co-chicago-il-297789) ([md](https://advisorcensus.com/firm/zagmout-wealth-management-co-chicago-il-297789.md)) | 297789 | Chicago, IL | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee | | [Zaks Investment Advisory Service, LLC](https://advisorcensus.com/firm/zaks-investment-advisory-service-llc-chicago-il-137934) ([md](https://advisorcensus.com/firm/zaks-investment-advisory-service-llc-chicago-il-137934.md)) | 137934 | Chicago, IL | State-registered investment adviser | Under $25 million | 20 | % of assets | | [ZHP Capital LLC](https://advisorcensus.com/firm/zhp-capital-llc-barrington-il-149204) ([md](https://advisorcensus.com/firm/zhp-capital-llc-barrington-il-149204.md)) | 149204 | Barrington, IL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee | | [Zimmerman Wealth Management, LLC](https://advisorcensus.com/firm/zimmerman-wealth-management-llc-evanston-il-127526) ([md](https://advisorcensus.com/firm/zimmerman-wealth-management-llc-evanston-il-127526.md)) | 127526 | Evanston, IL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee | | [Zuckerman Investment Group](https://advisorcensus.com/firm/zuckerman-investment-group-chicago-il-137785) ([md](https://advisorcensus.com/firm/zuckerman-investment-group-chicago-il-137785.md)) | 137785 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets | - Previous page: https://advisorcensus.com/advisors/il/chicago/fee-only/page/5.md ## Questions people ask **How many financial advisory firms are there in Chicago, IL?** AdvisorCensus lists 1,071 investment advisory firms with a principal office in the Chicago metro area, from Form ADV filings as of October 2026: 635 SEC-registered, 299 state-registered, and 137 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Chicago, IL?** 277 of the 1,071 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed. **How many financial advisors in Chicago, IL offer financial planning?** 465 of the 934 firms in Chicago, IL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports. **Are the financial advisors in Chicago, IL fiduciaries?** Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 277 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck. **Does AdvisorCensus rate, verify, or recommend these firms?** No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content. **What does regulatory assets under management mean?** Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. 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Fee-only financial advisors in Chicago, IL: 277 firms from Form ADV filings as of October 2026.