# Financial advisors for high-net-worth individuals in Chicago, IL

> Find financial advisors in Chicago, IL who work with high-net-worth individuals. AdvisorCensus lists 529 investment advisory firms with a principal office in the Chicago metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/il/chicago/for-high-net-worth-individuals/page/10

## At a glance

- Investment advisory firms: 529
- Registration: SEC-registered investment adviser: 345, State-registered investment adviser: 184
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 214 (40%); Percentage of assets 512 (97%); Hourly charges 236 (45%); Subscription fees (newsletter or periodical) 5 (1%); Fixed fees 328 (62%); Commissions 27 (5%); Performance-based fees 62 (12%); Other 53 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 67 (13%); $25 million to $100 million 109 (21%); $100 million to $500 million 179 (34%); $500 million to $1 billion 59 (11%); $1 billion to $5 billion 57 (11%); Over $5 billion 49 (9%); Not reported 9 (2%)
- Years registered: Under 5 years 156 (29%); 5 to 9 years 120 (23%); 10 to 19 years 138 (26%); 20 years or more 115 (22%)

## Firms (page 10 of 11, 451 to 500 of 529, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [T2 Asset Management, LLC](https://advisorcensus.com/firm/t2-asset-management-llc-naperville-il-167714) ([md](https://advisorcensus.com/firm/t2-asset-management-llc-naperville-il-167714.md)) | 167714 | Naperville, IL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Commissions |
| [Taiko Private Wealth](https://advisorcensus.com/firm/taiko-private-wealth-chicago-il-329909) ([md](https://advisorcensus.com/firm/taiko-private-wealth-chicago-il-329909.md)) | 329909 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [Tall Pines Capital, LLC](https://advisorcensus.com/firm/tall-pines-capital-llc-oak-brook-il-286089) ([md](https://advisorcensus.com/firm/tall-pines-capital-llc-oak-brook-il-286089.md)) | 286089 | Oak Brook, IL | SEC-registered investment adviser | Under $25 million | 7 | % of assets, Performance fee |
| [Tallwoods Partners, LLC](https://advisorcensus.com/firm/tallwoods-partners-llc-chicago-il-168865) ([md](https://advisorcensus.com/firm/tallwoods-partners-llc-chicago-il-168865.md)) | 168865 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee, Performance fee |
| [Taos Investment Advisors, LLC](https://advisorcensus.com/firm/taos-investment-advisors-llc-chicago-il-158056) ([md](https://advisorcensus.com/firm/taos-investment-advisors-llc-chicago-il-158056.md)) | 158056 | Chicago, IL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Tapestryfp](https://advisorcensus.com/firm/tapestryfp-aurora-il-340804) ([md](https://advisorcensus.com/firm/tapestryfp-aurora-il-340804.md)) | 340804 | Aurora, IL | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Tetley Investments, LLC](https://advisorcensus.com/firm/tetley-investments-llc-park-ridge-il-164130) ([md](https://advisorcensus.com/firm/tetley-investments-llc-park-ridge-il-164130.md)) | 164130 | Park Ridge, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [The Dala Group, LLC](https://advisorcensus.com/firm/the-dala-group-llc-hoffman-estates-il-291828) ([md](https://advisorcensus.com/firm/the-dala-group-llc-hoffman-estates-il-291828.md)) | 291828 | Hoffman Estates, IL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Commissions |
| [The Invictus Collective, LLC](https://advisorcensus.com/firm/the-invictus-collective-llc-park-ridge-il-310744) ([md](https://advisorcensus.com/firm/the-invictus-collective-llc-park-ridge-il-310744.md)) | 310744 | Park Ridge, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [The Mather Group, LLC](https://advisorcensus.com/firm/the-mather-group-llc-chicago-il-156005) ([md](https://advisorcensus.com/firm/the-mather-group-llc-chicago-il-156005.md)) | 156005 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee, Other |
| [The Meridian Business Group, Ltd](https://advisorcensus.com/firm/the-meridian-business-group-ltd-river-grove-il-119455) ([md](https://advisorcensus.com/firm/the-meridian-business-group-ltd-river-grove-il-119455.md)) | 119455 | River Grove, IL | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [The Mosaic Financial Group, LLC](https://advisorcensus.com/firm/the-mosaic-financial-group-llc-chicago-il-109816) ([md](https://advisorcensus.com/firm/the-mosaic-financial-group-llc-chicago-il-109816.md)) | 109816 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Hourly, Fixed fee |
| [The Nestegg Group, Inc.](https://advisorcensus.com/firm/the-nestegg-group-inc-lincolnwood-il-118419) ([md](https://advisorcensus.com/firm/the-nestegg-group-inc-lincolnwood-il-118419.md)) | 118419 | Lincolnwood, IL | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets |
| [The Planning Group](https://advisorcensus.com/firm/the-planning-group-northfield-il-298496) ([md](https://advisorcensus.com/firm/the-planning-group-northfield-il-298496.md)) | 298496 | Northfield, IL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Tilden Loucks & Woodnorth LLC](https://advisorcensus.com/firm/tilden-loucks-and-woodnorth-llc-elmhurst-il-106713) ([md](https://advisorcensus.com/firm/tilden-loucks-and-woodnorth-llc-elmhurst-il-106713.md)) | 106713 | Elmhurst, IL | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Fixed fee |
| [Timothy J McDonald CPA CFP](https://advisorcensus.com/firm/timothy-j-mcdonald-cpa-cfp-lake-barrington-il-125211) ([md](https://advisorcensus.com/firm/timothy-j-mcdonald-cpa-cfp-lake-barrington-il-125211.md)) | 125211 | Lake Barrington, IL | State-registered investment adviser | $25 million to $100 million | 29 | % of assets |
| [Tomchaney Investment Services, Inc.](https://advisorcensus.com/firm/tomchaney-investment-services-inc-orland-park-il-139152) ([md](https://advisorcensus.com/firm/tomchaney-investment-services-inc-orland-park-il-139152.md)) | 139152 | Orland Park, IL | State-registered investment adviser | $25 million to $100 million | 20 | % of assets |
| [Total Clarity Wealth Management, Inc](https://advisorcensus.com/firm/total-clarity-wealth-management-inc-st-charles-il-142728) ([md](https://advisorcensus.com/firm/total-clarity-wealth-management-inc-st-charles-il-142728.md)) | 142728 | St. Charles, IL | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [Tower Wealth Advisors, Inc.](https://advisorcensus.com/firm/tower-wealth-advisors-inc-wheaton-il-154053) ([md](https://advisorcensus.com/firm/tower-wealth-advisors-inc-wheaton-il-154053.md)) | 154053 | Wheaton, IL | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Trac Asset Management LLC](https://advisorcensus.com/firm/trac-asset-management-llc-oak-brook-il-170662) ([md](https://advisorcensus.com/firm/trac-asset-management-llc-oak-brook-il-170662.md)) | 170662 | Oak Brook, IL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [Trader Wealth Management, LLC](https://advisorcensus.com/firm/trader-wealth-management-llc-barrington-il-147190) ([md](https://advisorcensus.com/firm/trader-wealth-management-llc-barrington-il-147190.md)) | 147190 | Barrington, IL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Tree City Investments, Inc.](https://advisorcensus.com/firm/tree-city-investments-inc-lake-forest-il-141279) ([md](https://advisorcensus.com/firm/tree-city-investments-inc-lake-forest-il-141279.md)) | 141279 | Lake Forest, IL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Treetop Wealth Management, LLC](https://advisorcensus.com/firm/treetop-wealth-management-llc-northfield-il-155013) ([md](https://advisorcensus.com/firm/treetop-wealth-management-llc-northfield-il-155013.md)) | 155013 | Northfield, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Commissions |
| [Trifecta Capital Advisors, LLC](https://advisorcensus.com/firm/trifecta-capital-advisors-llc-northbrook-il-317391) ([md](https://advisorcensus.com/firm/trifecta-capital-advisors-llc-northbrook-il-317391.md)) | 317391 | Northbrook, IL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Trigran Investments, Inc.](https://advisorcensus.com/firm/trigran-investments-inc-northbrook-il-155200) ([md](https://advisorcensus.com/firm/trigran-investments-inc-northbrook-il-155200.md)) | 155200 | Northbrook, IL | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Performance fee |
| [Trueman Brown](https://advisorcensus.com/firm/trueman-brown-lake-zurich-il-141602) ([md](https://advisorcensus.com/firm/trueman-brown-lake-zurich-il-141602.md)) | 141602 | Lake Zurich, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [TSFG, LLC](https://advisorcensus.com/firm/tsfg-llc-lake-forest-il-172555) ([md](https://advisorcensus.com/firm/tsfg-llc-lake-forest-il-172555.md)) | 172555 | Lake Forest, IL | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Twombly Asset Management LLC](https://advisorcensus.com/firm/twombly-asset-management-llc-northfield-il-151610) ([md](https://advisorcensus.com/firm/twombly-asset-management-llc-northfield-il-151610.md)) | 151610 | Northfield, IL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Uhlmann Investment Management, L.L.C.](https://advisorcensus.com/firm/uhlmann-investment-management-l-l-c-skokie-il-118025) ([md](https://advisorcensus.com/firm/uhlmann-investment-management-l-l-c-skokie-il-118025.md)) | 118025 | Skokie, IL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Unique Wealth Strategies](https://advisorcensus.com/firm/unique-wealth-strategies-burr-ridge-il-323994) ([md](https://advisorcensus.com/firm/unique-wealth-strategies-burr-ridge-il-323994.md)) | 323994 | Burr Ridge, IL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Urban Financial Advisory Corporation](https://advisorcensus.com/firm/urban-financial-advisory-corporation-chicago-il-110057) ([md](https://advisorcensus.com/firm/urban-financial-advisory-corporation-chicago-il-110057.md)) | 110057 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Hourly, Fixed fee |
| [US Advanced Computing Infrastructure, Inc.](https://advisorcensus.com/firm/us-advanced-computing-infrastructure-inc-highland-park-il-316375) ([md](https://advisorcensus.com/firm/us-advanced-computing-infrastructure-inc-highland-park-il-316375.md)) | 316375 | Highland Park, IL | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [V-Square Quantitative Management](https://advisorcensus.com/firm/v-square-quantitative-management-chicago-il-310355) ([md](https://advisorcensus.com/firm/v-square-quantitative-management-chicago-il-310355.md)) | 310355 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Vantage Point Financial, LLC](https://advisorcensus.com/firm/vantage-point-financial-llc-lisle-il-305016) ([md](https://advisorcensus.com/firm/vantage-point-financial-llc-lisle-il-305016.md)) | 305016 | Lisle, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [VECTOR7 Capital](https://advisorcensus.com/firm/vector7-capital-chicago-il-341471) ([md](https://advisorcensus.com/firm/vector7-capital-chicago-il-341471.md)) | 341471 | Chicago, IL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Vermillion Financial Advisors, Inc.](https://advisorcensus.com/firm/vermillion-financial-advisors-inc-south-barrington-il-119239) ([md](https://advisorcensus.com/firm/vermillion-financial-advisors-inc-south-barrington-il-119239.md)) | 119239 | South Barrington, IL | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Versatile Capital Management L.L.C.](https://advisorcensus.com/firm/versatile-capital-management-l-l-c-chicago-il-173611) ([md](https://advisorcensus.com/firm/versatile-capital-management-l-l-c-chicago-il-173611.md)) | 173611 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Other |
| [Vertex Partners](https://advisorcensus.com/firm/vertex-partners-downers-grove-il-316839) ([md](https://advisorcensus.com/firm/vertex-partners-downers-grove-il-316839.md)) | 316839 | Downers Grove, IL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee |
| [Vertis Wealth, LLC](https://advisorcensus.com/firm/vertis-wealth-llc-chicago-il-307270) ([md](https://advisorcensus.com/firm/vertis-wealth-llc-chicago-il-307270.md)) | 307270 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Other |
| [Vestgen Advisors, LLC](https://advisorcensus.com/firm/vestgen-advisors-llc-chicago-il-318657) ([md](https://advisorcensus.com/firm/vestgen-advisors-llc-chicago-il-318657.md)) | 318657 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Vestor Capital, LLC](https://advisorcensus.com/firm/vestor-capital-llc-chicago-il-165855) ([md](https://advisorcensus.com/firm/vestor-capital-llc-chicago-il-165855.md)) | 165855 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Other |
| [Via IV Investments, LLC](https://advisorcensus.com/firm/via-iv-investments-llc-burr-ridge-il-121992) ([md](https://advisorcensus.com/firm/via-iv-investments-llc-burr-ridge-il-121992.md)) | 121992 | Burr Ridge, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee, Other |
| [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 |
| [Vital Wealth Management, LLC](https://advisorcensus.com/firm/vital-wealth-management-llc-rosemont-il-156455) ([md](https://advisorcensus.com/firm/vital-wealth-management-llc-rosemont-il-156455.md)) | 156455 | Rosemont, IL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Commissions, Other |
| [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 |

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## Questions people ask

**Which financial advisors in Chicago, IL work with high-net-worth individuals?**
529 investment advisory firms with a principal office in the Chicago metro area report high-net-worth individuals 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 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 high-net-worth individuals in Chicago, IL: 529 firms from Form ADV filings as of October 2026.