# 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/3

## 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 3 of 5, 101 to 150 of 218, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [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 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 |
| [Investment Consulting Services, LLC](https://advisorcensus.com/firm/investment-consulting-services-llc-lombard-il-122064) ([md](https://advisorcensus.com/firm/investment-consulting-services-llc-lombard-il-122064.md)) | 122064 | Lombard, IL | SEC-registered investment adviser | Under $25 million | 24 | % of assets, Fixed 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 |
| [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 |
| [Keebeck Wealth Management](https://advisorcensus.com/firm/keebeck-wealth-management-chicago-il-297496) ([md](https://advisorcensus.com/firm/keebeck-wealth-management-chicago-il-297496.md)) | 297496 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Kingsbury Capital Investment Advisors LLC](https://advisorcensus.com/firm/kingsbury-capital-investment-advisors-llc-evanston-il-145658) ([md](https://advisorcensus.com/firm/kingsbury-capital-investment-advisors-llc-evanston-il-145658.md)) | 145658 | Evanston, IL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Commissions |
| [Kotys Wealth Professionals](https://advisorcensus.com/firm/kotys-wealth-professionals-valparaiso-in-168156) ([md](https://advisorcensus.com/firm/kotys-wealth-professionals-valparaiso-in-168156.md)) | 168156 | Valparaiso, IN | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Other |
| [Kruse Asset Management, LLC](https://advisorcensus.com/firm/kruse-asset-management-llc-chicago-il-143204) ([md](https://advisorcensus.com/firm/kruse-asset-management-llc-chicago-il-143204.md)) | 143204 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Kuhn & Company Investment Counsel, LLC](https://advisorcensus.com/firm/kuhn-and-company-investment-counsel-llc-chicago-il-306434) ([md](https://advisorcensus.com/firm/kuhn-and-company-investment-counsel-llc-chicago-il-306434.md)) | 306434 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [L&G - Asset Management, America](https://advisorcensus.com/firm/l-and-g-asset-management-america-chicago-il-149156) ([md](https://advisorcensus.com/firm/l-and-g-asset-management-america-chicago-il-149156.md)) | 149156 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee, Performance fee |
| [Lake Street](https://advisorcensus.com/firm/lake-street-chicago-il-296761) ([md](https://advisorcensus.com/firm/lake-street-chicago-il-296761.md)) | 296761 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Lakewood Asset Management, LLC](https://advisorcensus.com/firm/lakewood-asset-management-llc-naperville-il-174887) ([md](https://advisorcensus.com/firm/lakewood-asset-management-llc-naperville-il-174887.md)) | 174887 | Naperville, IL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Lasalle ST. Investment Advisors, L.L.C.](https://advisorcensus.com/firm/lasalle-st-investment-advisors-l-l-c-elmhurst-il-109701) ([md](https://advisorcensus.com/firm/lasalle-st-investment-advisors-l-l-c-elmhurst-il-109701.md)) | 109701 | Elmhurst, IL | SEC-registered investment adviser | Over $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Lauer Wealth Management](https://advisorcensus.com/firm/lauer-wealth-management-valparaiso-in-289763) ([md](https://advisorcensus.com/firm/lauer-wealth-management-valparaiso-in-289763.md)) | 289763 | Valparaiso, IN | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Leelyn Smith, LLC](https://advisorcensus.com/firm/leelyn-smith-llc-geneva-il-110517) ([md](https://advisorcensus.com/firm/leelyn-smith-llc-geneva-il-110517.md)) | 110517 | Geneva, IL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee, Other |
| [Lefevre & Associates](https://advisorcensus.com/firm/lefevre-and-associates-palatine-il-122837) ([md](https://advisorcensus.com/firm/lefevre-and-associates-palatine-il-122837.md)) | 122837 | Palatine, IL | State-registered investment adviser | Not reported | 24 | Hourly |
| [Leslie Global Wealth, LLC](https://advisorcensus.com/firm/leslie-global-wealth-llc-itasca-il-128202) ([md](https://advisorcensus.com/firm/leslie-global-wealth-llc-itasca-il-128202.md)) | 128202 | Itasca, IL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Lifepoint Planning](https://advisorcensus.com/firm/lifepoint-planning-schaumburg-il-296911) ([md](https://advisorcensus.com/firm/lifepoint-planning-schaumburg-il-296911.md)) | 296911 | Schaumburg, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [LSV Asset Management](https://advisorcensus.com/firm/lsv-asset-management-chicago-il-109918) ([md](https://advisorcensus.com/firm/lsv-asset-management-chicago-il-109918.md)) | 109918 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Performance fee, Other |
| [Main Street Investment Advisors, LLC](https://advisorcensus.com/firm/main-street-investment-advisors-llc-northbrook-il-146036) ([md](https://advisorcensus.com/firm/main-street-investment-advisors-llc-northbrook-il-146036.md)) | 146036 | Northbrook, IL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Maren Capital](https://advisorcensus.com/firm/maren-capital-chicago-il-319626) ([md](https://advisorcensus.com/firm/maren-capital-chicago-il-319626.md)) | 319626 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets |
| [Marquette Associates, Inc.](https://advisorcensus.com/firm/marquette-associates-inc-chicago-il-21572) ([md](https://advisorcensus.com/firm/marquette-associates-inc-chicago-il-21572.md)) | 21572 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Hourly, Fixed fee, Other |
| [McDonnell Capital Management](https://advisorcensus.com/firm/mcdonnell-capital-management-frankfort-il-164252) ([md](https://advisorcensus.com/firm/mcdonnell-capital-management-frankfort-il-164252.md)) | 164252 | Frankfort, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Mediqus Asset Advisors, Inc.](https://advisorcensus.com/firm/mediqus-asset-advisors-inc-chicago-il-107694) ([md](https://advisorcensus.com/firm/mediqus-asset-advisors-inc-chicago-il-107694.md)) | 107694 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Hourly, Fixed fee, Commissions |
| [Mendel Money Management Inc](https://advisorcensus.com/firm/mendel-money-management-inc-northbrook-il-105974) ([md](https://advisorcensus.com/firm/mendel-money-management-inc-northbrook-il-105974.md)) | 105974 | Northbrook, IL | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Hourly, Fixed fee, Other |
| [Menominee Capital](https://advisorcensus.com/firm/menominee-capital-chicago-il-304965) ([md](https://advisorcensus.com/firm/menominee-capital-chicago-il-304965.md)) | 304965 | Chicago, IL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Mesirow Financial Investment Management, Inc.](https://advisorcensus.com/firm/mesirow-financial-investment-management-inc-chicago-il-111135) ([md](https://advisorcensus.com/firm/mesirow-financial-investment-management-inc-chicago-il-111135.md)) | 111135 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Performance fee |
| [Midway Capital Research & Management LLC](https://advisorcensus.com/firm/midway-capital-research-and-management-llc-chicago-il-147139) ([md](https://advisorcensus.com/firm/midway-capital-research-and-management-llc-chicago-il-147139.md)) | 147139 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Mirretti Perryman Wealth Strategies, LLC](https://advisorcensus.com/firm/mirretti-perryman-wealth-strategies-llc-skokie-il-319408) ([md](https://advisorcensus.com/firm/mirretti-perryman-wealth-strategies-llc-skokie-il-319408.md)) | 319408 | Skokie, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Missio Investment Management LLC](https://advisorcensus.com/firm/missio-investment-management-llc-hinsdale-il-297848) ([md](https://advisorcensus.com/firm/missio-investment-management-llc-hinsdale-il-297848.md)) | 297848 | Hinsdale, IL | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Monere Wealth Management, Inc.](https://advisorcensus.com/firm/monere-wealth-management-inc-schaumburg-il-173076) ([md](https://advisorcensus.com/firm/monere-wealth-management-inc-schaumburg-il-173076.md)) | 173076 | Schaumburg, IL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Mowery & Schoenfeld Wealth Management, LLC](https://advisorcensus.com/firm/mowery-and-schoenfeld-wealth-management-llc-lincolnshire-il-118366) ([md](https://advisorcensus.com/firm/mowery-and-schoenfeld-wealth-management-llc-lincolnshire-il-118366.md)) | 118366 | Lincolnshire, IL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Commissions |
| [MPI Wealth Management LLC](https://advisorcensus.com/firm/mpi-wealth-management-llc-hinsdale-il-301011) ([md](https://advisorcensus.com/firm/mpi-wealth-management-llc-hinsdale-il-301011.md)) | 301011 | Hinsdale, IL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Commissions |
| [MT Financial Planning](https://advisorcensus.com/firm/mt-financial-planning-lake-barrington-il-307686) ([md](https://advisorcensus.com/firm/mt-financial-planning-lake-barrington-il-307686.md)) | 307686 | Lake Barrington, IL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Nadler Financial Group, Inc.](https://advisorcensus.com/firm/nadler-financial-group-inc-deerfield-il-122617) ([md](https://advisorcensus.com/firm/nadler-financial-group-inc-deerfield-il-122617.md)) | 122617 | Deerfield, IL | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets |
| [Neuberger Berman Loan Advisers Europe II LP](https://advisorcensus.com/firm/neuberger-berman-loan-advisers-europe-ii-lp-chicago-il-337854) ([md](https://advisorcensus.com/firm/neuberger-berman-loan-advisers-europe-ii-lp-chicago-il-337854.md)) | 337854 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Neuberger Berman Loan Advisers II LLC](https://advisorcensus.com/firm/neuberger-berman-loan-advisers-ii-llc-chicago-il-306601) ([md](https://advisorcensus.com/firm/neuberger-berman-loan-advisers-ii-llc-chicago-il-306601.md)) | 306601 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Performance fee |
| [Neuberger Berman Loan Advisers IV LLC](https://advisorcensus.com/firm/neuberger-berman-loan-advisers-iv-llc-chicago-il-324282) ([md](https://advisorcensus.com/firm/neuberger-berman-loan-advisers-iv-llc-chicago-il-324282.md)) | 324282 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Performance fee |
| [Neuberger Berman Loan Advisers LLC](https://advisorcensus.com/firm/neuberger-berman-loan-advisers-llc-chicago-il-285579) ([md](https://advisorcensus.com/firm/neuberger-berman-loan-advisers-llc-chicago-il-285579.md)) | 285579 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [North Star Investment Management Corporation](https://advisorcensus.com/firm/north-star-investment-management-corporation-chicago-il-117681) ([md](https://advisorcensus.com/firm/north-star-investment-management-corporation-chicago-il-117681.md)) | 117681 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Northern Trust Investments, Incorporated](https://advisorcensus.com/firm/northern-trust-investments-incorporated-chicago-il-105780) ([md](https://advisorcensus.com/firm/northern-trust-investments-incorporated-chicago-il-105780.md)) | 105780 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 37 | % of assets, Fixed fee, Performance fee, Other |
| [Northern Trust Securities, Inc](https://advisorcensus.com/firm/northern-trust-securities-inc-chicago-il-7927) ([md](https://advisorcensus.com/firm/northern-trust-securities-inc-chicago-il-7927.md)) | 7927 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee |
| [Nuveen Asset Management, LLC](https://advisorcensus.com/firm/nuveen-asset-management-llc-chicago-il-155584) ([md](https://advisorcensus.com/firm/nuveen-asset-management-llc-chicago-il-155584.md)) | 155584 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Fixed fee, Performance fee |
| [Oak Family Advisors, LLC](https://advisorcensus.com/firm/oak-family-advisors-llc-chicago-il-141332) ([md](https://advisorcensus.com/firm/oak-family-advisors-llc-chicago-il-141332.md)) | 141332 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Oak Wealth Advisors LLC](https://advisorcensus.com/firm/oak-wealth-advisors-llc-northbrook-il-148832) ([md](https://advisorcensus.com/firm/oak-wealth-advisors-llc-northbrook-il-148832.md)) | 148832 | Northbrook, IL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Oberweis Asset Management Inc](https://advisorcensus.com/firm/oberweis-asset-management-inc-lisle-il-105471) ([md](https://advisorcensus.com/firm/oberweis-asset-management-inc-lisle-il-105471.md)) | 105471 | Lisle, IL | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Other |
| [Omnidivitia Wealth Management, Inc.](https://advisorcensus.com/firm/omnidivitia-wealth-management-inc-flossmoor-il-172108) ([md](https://advisorcensus.com/firm/omnidivitia-wealth-management-inc-flossmoor-il-172108.md)) | 172108 | Flossmoor, IL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed 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 Lake Forest, IL](https://advisorcensus.com/advisors/il/chicago/lake-forest) (https://advisorcensus.com/advisors/il/chicago/lake-forest.md)
- [Financial advisors in Wheaton, IL](https://advisorcensus.com/advisors/il/chicago/wheaton) (https://advisorcensus.com/advisors/il/chicago/wheaton.md)
- [Financial advisors in Schaumburg, IL](https://advisorcensus.com/advisors/il/chicago/schaumburg) (https://advisorcensus.com/advisors/il/chicago/schaumburg.md)
- [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 charitable organizations in Chicago, IL: 218 firms from Form ADV filings as of October 2026.