# Financial advisors for charitable organizations in Chicago, IL

> AdvisorCensus lists 218 investment advisory firms with a principal office in the Chicago metro area that report charitable organizations 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-charities/page/2

## At a glance

- Investment advisory firms: 218
- Registration: SEC-registered investment adviser: 179, 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) 76 (35%); Percentage of assets 212 (97%); Hourly charges 89 (41%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 141 (65%); Commissions 13 (6%); Performance-based fees 44 (20%); Other 27 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 17 (8%); $25 million to $100 million 19 (9%); $100 million to $500 million 56 (26%); $500 million to $1 billion 31 (14%); $1 billion to $5 billion 42 (19%); Over $5 billion 48 (22%); Not reported 5 (2%)
- Years registered: Under 5 years 52 (24%); 5 to 9 years 44 (20%); 10 to 19 years 54 (25%); 20 years or more 68 (31%)

## Firms (page 2 of 5, 51 to 100 of 218, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Coyle](https://advisorcensus.com/firm/coyle-glenview-il-110593) ([md](https://advisorcensus.com/firm/coyle-glenview-il-110593.md)) | 110593 | Glenview, IL | SEC-registered investment adviser | $1 billion to $5 billion | 44 | % of assets, Hourly, Subscription, Fixed fee |
| [Crescent Grove Advisors](https://advisorcensus.com/firm/crescent-grove-advisors-lake-forest-il-170912) ([md](https://advisorcensus.com/firm/crescent-grove-advisors-lake-forest-il-170912.md)) | 170912 | Lake Forest, IL | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Cresset Asset Management, LLC](https://advisorcensus.com/firm/cresset-asset-management-llc-chicago-il-288566) ([md](https://advisorcensus.com/firm/cresset-asset-management-llc-chicago-il-288566.md)) | 288566 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [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 |
| [Cypress Wealth Management](https://advisorcensus.com/firm/cypress-wealth-management-oakbrook-terrace-il-324524) ([md](https://advisorcensus.com/firm/cypress-wealth-management-oakbrook-terrace-il-324524.md)) | 324524 | Oakbrook Terrace, IL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Dearborn Partners L.L.C.](https://advisorcensus.com/firm/dearborn-partners-l-l-c-chicago-il-108147) ([md](https://advisorcensus.com/firm/dearborn-partners-l-l-c-chicago-il-108147.md)) | 108147 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets |
| [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 |
| [Dorsey Asset Management](https://advisorcensus.com/firm/dorsey-asset-management-chicago-il-169056) ([md](https://advisorcensus.com/firm/dorsey-asset-management-chicago-il-169056.md)) | 169056 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % 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 |
| [E. A. Horwitz LLC](https://advisorcensus.com/firm/e-a-horwitz-llc-deerfield-il-165561) ([md](https://advisorcensus.com/firm/e-a-horwitz-llc-deerfield-il-165561.md)) | 165561 | Deerfield, IL | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee |
| [Echo Prudent Capital LLC](https://advisorcensus.com/firm/echo-prudent-capital-llc-northbrook-il-322141) ([md](https://advisorcensus.com/firm/echo-prudent-capital-llc-northbrook-il-322141.md)) | 322141 | Northbrook, IL | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Elite Focus Private Wealth, LLC](https://advisorcensus.com/firm/elite-focus-private-wealth-llc-chicago-il-174000) ([md](https://advisorcensus.com/firm/elite-focus-private-wealth-llc-chicago-il-174000.md)) | 174000 | Chicago, IL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Envision Wealth Planning Inc.](https://advisorcensus.com/firm/envision-wealth-planning-inc-chicago-il-298672) ([md](https://advisorcensus.com/firm/envision-wealth-planning-inc-chicago-il-298672.md)) | 298672 | Chicago, IL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Ergawealth Advisors, Inc.](https://advisorcensus.com/firm/ergawealth-advisors-inc-oak-brook-il-290030) ([md](https://advisorcensus.com/firm/ergawealth-advisors-inc-oak-brook-il-290030.md)) | 290030 | Oak Brook, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Essex LLC](https://advisorcensus.com/firm/essex-llc-deer-park-il-108352) ([md](https://advisorcensus.com/firm/essex-llc-deer-park-il-108352.md)) | 108352 | Deer Park, IL | SEC-registered investment adviser | $500 million to $1 billion | 29 | % of assets, Hourly, Fixed 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 |
| [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 Design Studio, Inc.](https://advisorcensus.com/firm/financial-design-studio-inc-deer-park-il-286686) ([md](https://advisorcensus.com/firm/financial-design-studio-inc-deer-park-il-286686.md)) | 286686 | Deer Park, IL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Financial Elements, Inc](https://advisorcensus.com/firm/financial-elements-inc-rolling-meadows-il-148557) ([md](https://advisorcensus.com/firm/financial-elements-inc-rolling-meadows-il-148557.md)) | 148557 | Rolling Meadows, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % 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 |
| [Fountainhead Financial, LLC](https://advisorcensus.com/firm/fountainhead-financial-llc-chicago-il-150813) ([md](https://advisorcensus.com/firm/fountainhead-financial-llc-chicago-il-150813.md)) | 150813 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Commissions |
| [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 |
| [Gate City Capital Management, LLC](https://advisorcensus.com/firm/gate-city-capital-management-llc-chicago-il-289122) ([md](https://advisorcensus.com/firm/gate-city-capital-management-llc-chicago-il-289122.md)) | 289122 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance 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 |
| [Gem Realty Capital](https://advisorcensus.com/firm/gem-realty-capital-chicago-il-157210) ([md](https://advisorcensus.com/firm/gem-realty-capital-chicago-il-157210.md)) | 157210 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [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 |
| [Gresham Partners, LLC](https://advisorcensus.com/firm/gresham-partners-llc-chicago-il-108668) ([md](https://advisorcensus.com/firm/gresham-partners-llc-chicago-il-108668.md)) | 108668 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Fixed fee, Performance fee |
| [Grizzlyrock Capital, LLC](https://advisorcensus.com/firm/grizzlyrock-capital-llc-chicago-il-226650) ([md](https://advisorcensus.com/firm/grizzlyrock-capital-llc-chicago-il-226650.md)) | 226650 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [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 |
| [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 |
| [Hartline Investment Corporation](https://advisorcensus.com/firm/hartline-investment-corporation-winnetka-il-106923) ([md](https://advisorcensus.com/firm/hartline-investment-corporation-winnetka-il-106923.md)) | 106923 | Winnetka, IL | SEC-registered investment adviser | $500 million to $1 billion | 36 | % of assets |
| [Heard Capital LLC](https://advisorcensus.com/firm/heard-capital-llc-chicago-il-297176) ([md](https://advisorcensus.com/firm/heard-capital-llc-chicago-il-297176.md)) | 297176 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Hedeker Wealth LLC](https://advisorcensus.com/firm/hedeker-wealth-llc-lincolnshire-il-124341) ([md](https://advisorcensus.com/firm/hedeker-wealth-llc-lincolnshire-il-124341.md)) | 124341 | Lincolnshire, IL | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [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 |
| [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 |
| [Highview Capital Management, LLC](https://advisorcensus.com/firm/highview-capital-management-llc-buffalo-grove-il-306195) ([md](https://advisorcensus.com/firm/highview-capital-management-llc-buffalo-grove-il-306195.md)) | 306195 | Buffalo Grove, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Hinsdale Associates](https://advisorcensus.com/firm/hinsdale-associates-hinsdale-il-108293) ([md](https://advisorcensus.com/firm/hinsdale-associates-hinsdale-il-108293.md)) | 108293 | Hinsdale, IL | SEC-registered investment adviser | $100 million to $500 million | 43 | % 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 |

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## Questions people ask

**Which financial advisors in Chicago, IL work with charitable organizations?**
218 investment advisory firms with a principal office in the Chicago metro area report charitable organizations 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 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 charitable organizations in Chicago, IL: 218 firms from Form ADV filings as of October 2026.