# Financial advisors for businesses in Chicago, IL

> AdvisorCensus lists 237 investment advisory firms with a principal office in the Chicago metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/il/chicago/for-businesses/page/2

## At a glance

- Investment advisory firms: 237
- Registration: SEC-registered investment adviser: 198, State-registered investment adviser: 39
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 65 (27%); Percentage of assets 227 (96%); Hourly charges 94 (40%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 153 (65%); Commissions 15 (6%); Performance-based fees 59 (25%); Other 33 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 15 (6%); $25 million to $100 million 20 (8%); $100 million to $500 million 64 (27%); $500 million to $1 billion 28 (12%); $1 billion to $5 billion 42 (18%); Over $5 billion 60 (25%); Not reported 8 (3%)
- Years registered: Under 5 years 57 (24%); 5 to 9 years 47 (20%); 10 to 19 years 57 (24%); 20 years or more 76 (32%)

## Firms (page 2 of 5, 51 to 100 of 237, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Curi Capital, LLC](https://advisorcensus.com/firm/curi-capital-llc-chicago-il-134249) ([md](https://advisorcensus.com/firm/curi-capital-llc-chicago-il-134249.md)) | 134249 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee, Performance fee |
| [DHJJ Financial Advisors](https://advisorcensus.com/firm/dhjj-financial-advisors-naperville-il-107034) ([md](https://advisorcensus.com/firm/dhjj-financial-advisors-naperville-il-107034.md)) | 107034 | Naperville, IL | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Hourly, Fixed fee |
| [Directional Asset Management, LLC](https://advisorcensus.com/firm/directional-asset-management-llc-arlington-heights-il-152859) ([md](https://advisorcensus.com/firm/directional-asset-management-llc-arlington-heights-il-152859.md)) | 152859 | Arlington Heights, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Other |
| [Dolan McEniry Capital Management LLC](https://advisorcensus.com/firm/dolan-mceniry-capital-management-llc-chicago-il-108658) ([md](https://advisorcensus.com/firm/dolan-mceniry-capital-management-llc-chicago-il-108658.md)) | 108658 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 29 | % of assets |
| [Driehaus Capital Management LLC](https://advisorcensus.com/firm/driehaus-capital-management-llc-chicago-il-105757) ([md](https://advisorcensus.com/firm/driehaus-capital-management-llc-chicago-il-105757.md)) | 105757 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, Performance fee |
| [Duff & Phelps Investment Management Co.](https://advisorcensus.com/firm/duff-and-phelps-investment-management-co-chicago-il-107296) ([md](https://advisorcensus.com/firm/duff-and-phelps-investment-management-co-chicago-il-107296.md)) | 107296 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Performance fee |
| [Embree Financial Group](https://advisorcensus.com/firm/embree-financial-group-chicago-il-108233) ([md](https://advisorcensus.com/firm/embree-financial-group-chicago-il-108233.md)) | 108233 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee, Performance fee |
| [Feldman, Ingardona & Co](https://advisorcensus.com/firm/feldman-ingardona-and-co-downers-grove-il-29449) ([md](https://advisorcensus.com/firm/feldman-ingardona-and-co-downers-grove-il-29449.md)) | 29449 | Downers Grove, IL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Fiduciary Financial Partners, LLC](https://advisorcensus.com/firm/fiduciary-financial-partners-llc-naperville-il-156389) ([md](https://advisorcensus.com/firm/fiduciary-financial-partners-llc-naperville-il-156389.md)) | 156389 | Naperville, IL | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee, Commissions |
| [Fiducient Advisors LLC](https://advisorcensus.com/firm/fiducient-advisors-llc-chicago-il-106720) ([md](https://advisorcensus.com/firm/fiducient-advisors-llc-chicago-il-106720.md)) | 106720 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Fixed fee, Performance fee |
| [Financial Solutions Advisory Group](https://advisorcensus.com/firm/financial-solutions-advisory-group-chicago-il-125218) ([md](https://advisorcensus.com/firm/financial-solutions-advisory-group-chicago-il-125218.md)) | 125218 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [First Trust Advisors LP](https://advisorcensus.com/firm/first-trust-advisors-lp-wheaton-il-107027) ([md](https://advisorcensus.com/firm/first-trust-advisors-lp-wheaton-il-107027.md)) | 107027 | Wheaton, IL | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Performance fee, Other |
| [Forsythe Wealth Management, Inc.](https://advisorcensus.com/firm/forsythe-wealth-management-inc-crown-point-in-293152) ([md](https://advisorcensus.com/firm/forsythe-wealth-management-inc-crown-point-in-293152.md)) | 293152 | Crown Point, IN | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Fort Sheridan Advisors LLC](https://advisorcensus.com/firm/fort-sheridan-advisors-llc-highland-park-il-151139) ([md](https://advisorcensus.com/firm/fort-sheridan-advisors-llc-highland-park-il-151139.md)) | 151139 | Highland Park, IL | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee, Commissions, Performance fee |
| [Forum Financial Management, LP](https://advisorcensus.com/firm/forum-financial-management-lp-lombard-il-145706) ([md](https://advisorcensus.com/firm/forum-financial-management-lp-lombard-il-145706.md)) | 145706 | Lombard, IL | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee |
| [Fourstar Wealth Advisors, LLC](https://advisorcensus.com/firm/fourstar-wealth-advisors-llc-chicago-il-169613) ([md](https://advisorcensus.com/firm/fourstar-wealth-advisors-llc-chicago-il-169613.md)) | 169613 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [G Squared Equity Management LP](https://advisorcensus.com/firm/g-squared-equity-management-lp-chicago-il-289285) ([md](https://advisorcensus.com/firm/g-squared-equity-management-lp-chicago-il-289285.md)) | 289285 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee |
| [Gallagher Fiduciary Advisors, LLC](https://advisorcensus.com/firm/gallagher-fiduciary-advisors-llc-rolling-meadows-il-146509) ([md](https://advisorcensus.com/firm/gallagher-fiduciary-advisors-llc-rolling-meadows-il-146509.md)) | 146509 | Rolling Meadows, IL | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [GBS Retirement Services, Inc.](https://advisorcensus.com/firm/gbs-retirement-services-inc-rolling-meadows-il-34889) ([md](https://advisorcensus.com/firm/gbs-retirement-services-inc-rolling-meadows-il-34889.md)) | 34889 | Rolling Meadows, IL | State-registered investment adviser | Not reported | 19 | Other |
| [Gehrig Capital Management, Inc.](https://advisorcensus.com/firm/gehrig-capital-management-inc-merrillville-in-123250) ([md](https://advisorcensus.com/firm/gehrig-capital-management-inc-merrillville-in-123250.md)) | 123250 | Merrillville, IN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Geowealth Management LLC](https://advisorcensus.com/firm/geowealth-management-llc-chicago-il-148222) ([md](https://advisorcensus.com/firm/geowealth-management-llc-chicago-il-148222.md)) | 148222 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee |
| [Graybill Wealth Management, Ltd.](https://advisorcensus.com/firm/graybill-wealth-management-ltd-elmhurst-il-112046) ([md](https://advisorcensus.com/firm/graybill-wealth-management-ltd-elmhurst-il-112046.md)) | 112046 | Elmhurst, IL | SEC-registered investment adviser | $500 million to $1 billion | 57 | % of assets |
| [Great Lakes Advisors, LLC](https://advisorcensus.com/firm/great-lakes-advisors-llc-chicago-il-110757) ([md](https://advisorcensus.com/firm/great-lakes-advisors-llc-chicago-il-110757.md)) | 110757 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 44 | % of assets, Fixed fee, Performance fee, Other |
| [Guardian Rock Wealth Investment Management, Inc.](https://advisorcensus.com/firm/guardian-rock-wealth-investment-management-inc-lisle-il-120529) ([md](https://advisorcensus.com/firm/guardian-rock-wealth-investment-management-inc-lisle-il-120529.md)) | 120529 | Lisle, IL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [GW Asset Management LLC](https://advisorcensus.com/firm/gw-asset-management-llc-naperville-il-339702) ([md](https://advisorcensus.com/firm/gw-asset-management-llc-naperville-il-339702.md)) | 339702 | Naperville, IL | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Harbor Capital Advisors, Inc.](https://advisorcensus.com/firm/harbor-capital-advisors-inc-chicago-il-113042) ([md](https://advisorcensus.com/firm/harbor-capital-advisors-inc-chicago-il-113042.md)) | 113042 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Harris / Oakmark](https://advisorcensus.com/firm/harris-oakmark-chicago-il-106960) ([md](https://advisorcensus.com/firm/harris-oakmark-chicago-il-106960.md)) | 106960 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Fixed fee, Performance fee |
| [Heitman Capital Management LLC](https://advisorcensus.com/firm/heitman-capital-management-llc-chicago-il-105480) ([md](https://advisorcensus.com/firm/heitman-capital-management-llc-chicago-il-105480.md)) | 105480 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 46 | % of assets, Fixed fee, Performance fee, Other |
| [Heitman Real Estate Securities LLC](https://advisorcensus.com/firm/heitman-real-estate-securities-llc-chicago-il-107134) ([md](https://advisorcensus.com/firm/heitman-real-estate-securities-llc-chicago-il-107134.md)) | 107134 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Performance fee |
| [Hemsley Advisors, Ltd.](https://advisorcensus.com/firm/hemsley-advisors-ltd-chicago-il-106414) ([md](https://advisorcensus.com/firm/hemsley-advisors-ltd-chicago-il-106414.md)) | 106414 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 32 | % of assets, Hourly, Fixed fee |
| [Heritage Strategic Wealth, LLC](https://advisorcensus.com/firm/heritage-strategic-wealth-llc-cary-il-338025) ([md](https://advisorcensus.com/firm/heritage-strategic-wealth-llc-cary-il-338025.md)) | 338025 | Cary, IL | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Highpoint Planning Partners](https://advisorcensus.com/firm/highpoint-planning-partners-downers-grove-il-316636) ([md](https://advisorcensus.com/firm/highpoint-planning-partners-downers-grove-il-316636.md)) | 316636 | Downers Grove, IL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Hightower Advisors, LLC](https://advisorcensus.com/firm/hightower-advisors-llc-chicago-il-145323) ([md](https://advisorcensus.com/firm/hightower-advisors-llc-chicago-il-145323.md)) | 145323 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Hourly, Fixed fee, Other |
| [Horizon Family Wealth, Inc.](https://advisorcensus.com/firm/horizon-family-wealth-inc-chicago-il-315484) ([md](https://advisorcensus.com/firm/horizon-family-wealth-inc-chicago-il-315484.md)) | 315484 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Horizon Investment Services, LLC.](https://advisorcensus.com/firm/horizon-investment-services-llc-hammond-in-110642) ([md](https://advisorcensus.com/firm/horizon-investment-services-llc-hammond-in-110642.md)) | 110642 | Hammond, IN | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Fixed fee |
| [Horizon Wealth Management](https://advisorcensus.com/firm/horizon-wealth-management-la-grange-il-170255) ([md](https://advisorcensus.com/firm/horizon-wealth-management-la-grange-il-170255.md)) | 170255 | La Grange, IL | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Huckstep Asset Management, LLC](https://advisorcensus.com/firm/huckstep-asset-management-llc-oak-park-il-308437) ([md](https://advisorcensus.com/firm/huckstep-asset-management-llc-oak-park-il-308437.md)) | 308437 | Oak Park, IL | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Hunter Capital Management](https://advisorcensus.com/firm/hunter-capital-management-lombard-il-309050) ([md](https://advisorcensus.com/firm/hunter-capital-management-lombard-il-309050.md)) | 309050 | Lombard, IL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [IHT Wealth Management LLC](https://advisorcensus.com/firm/iht-wealth-management-llc-chicago-il-171481) ([md](https://advisorcensus.com/firm/iht-wealth-management-llc-chicago-il-171481.md)) | 171481 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Hourly, Fixed fee, Other |
| [Illuminate Wealth Management](https://advisorcensus.com/firm/illuminate-wealth-management-barrington-il-306411) ([md](https://advisorcensus.com/firm/illuminate-wealth-management-barrington-il-306411.md)) | 306411 | Barrington, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Intentgen Financial Partners](https://advisorcensus.com/firm/intentgen-financial-partners-naperville-il-341913) ([md](https://advisorcensus.com/firm/intentgen-financial-partners-naperville-il-341913.md)) | 341913 | Naperville, IL | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Fixed fee, Commissions |
| [Invesco Capital Management LLC](https://advisorcensus.com/firm/invesco-capital-management-llc-downers-grove-il-125601) ([md](https://advisorcensus.com/firm/invesco-capital-management-llc-downers-grove-il-125601.md)) | 125601 | Downers Grove, IL | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Other |
| [Invesco Investment Advisers LLC](https://advisorcensus.com/firm/invesco-investment-advisers-llc-downers-grove-il-104885) ([md](https://advisorcensus.com/firm/invesco-investment-advisers-llc-downers-grove-il-104885.md)) | 104885 | Downers Grove, IL | SEC-registered investment adviser | $1 billion to $5 billion | 68 | % of assets |
| [Investbev](https://advisorcensus.com/firm/investbev-chicago-il-325508) ([md](https://advisorcensus.com/firm/investbev-chicago-il-325508.md)) | 325508 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Iron Financial LLC](https://advisorcensus.com/firm/iron-financial-llc-northbrook-il-106682) ([md](https://advisorcensus.com/firm/iron-financial-llc-northbrook-il-106682.md)) | 106682 | Northbrook, IL | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Performance fee |
| [JMG Financial Group Ltd](https://advisorcensus.com/firm/jmg-financial-group-ltd-downers-grove-il-110302) ([md](https://advisorcensus.com/firm/jmg-financial-group-ltd-downers-grove-il-110302.md)) | 110302 | Downers Grove, IL | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Hourly, Fixed fee |
| [Joseph Wealth Management, LLC](https://advisorcensus.com/firm/joseph-wealth-management-llc-forest-park-il-309996) ([md](https://advisorcensus.com/firm/joseph-wealth-management-llc-forest-park-il-309996.md)) | 309996 | Forest Park, IL | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Journey Financial Group, Inc.](https://advisorcensus.com/firm/journey-financial-group-inc-buffalo-grove-il-123565) ([md](https://advisorcensus.com/firm/journey-financial-group-inc-buffalo-grove-il-123565.md)) | 123565 | Buffalo Grove, IL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [K&H Wealth Partners](https://advisorcensus.com/firm/k-and-h-wealth-partners-northbrook-il-329828) ([md](https://advisorcensus.com/firm/k-and-h-wealth-partners-northbrook-il-329828.md)) | 329828 | Northbrook, IL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Kadisak Financial Services, Inc.](https://advisorcensus.com/firm/kadisak-financial-services-inc-naperville-il-122895) ([md](https://advisorcensus.com/firm/kadisak-financial-services-inc-naperville-il-122895.md)) | 122895 | Naperville, IL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |

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## Questions people ask

**Which financial advisors in Chicago, IL work with businesses?**
237 investment advisory firms with a principal office in the Chicago metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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. It measures scale, not performance or quality.

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- [Financial advisors in Barrington, IL](https://advisorcensus.com/advisors/il/chicago/barrington) (https://advisorcensus.com/advisors/il/chicago/barrington.md)
- [Financial advisors in Hinsdale, IL](https://advisorcensus.com/advisors/il/chicago/hinsdale) (https://advisorcensus.com/advisors/il/chicago/hinsdale.md)
- [Financial advisors in Lisle, IL](https://advisorcensus.com/advisors/il/chicago/lisle) (https://advisorcensus.com/advisors/il/chicago/lisle.md)
- [Financial advisors in Champaign](https://advisorcensus.com/advisors/il/champaign) (https://advisorcensus.com/advisors/il/champaign.md)
- [Financial advisors in Peoria](https://advisorcensus.com/advisors/il/peoria) (https://advisorcensus.com/advisors/il/peoria.md)
- [Financial advisors in Springfield](https://advisorcensus.com/advisors/il/springfield) (https://advisorcensus.com/advisors/il/springfield.md)
- [Financial advisors in Rockford](https://advisorcensus.com/advisors/il/rockford) (https://advisorcensus.com/advisors/il/rockford.md)
- [Financial advisors in Bloomington](https://advisorcensus.com/advisors/il/bloomington) (https://advisorcensus.com/advisors/il/bloomington.md)
- [Financial advisors in Decatur](https://advisorcensus.com/advisors/il/decatur) (https://advisorcensus.com/advisors/il/decatur.md)
- [Financial advisors in Kankakee](https://advisorcensus.com/advisors/il/kankakee) (https://advisorcensus.com/advisors/il/kankakee.md)

Cite as: AdvisorCensus. Financial advisors for businesses in Chicago, IL: 237 firms from Form ADV filings as of October 2026.