AdvisorCensus / Financial advisors / Illinois / Chicago, IL / New firms
New investment advisory firms in Chicago, IL
74 investment advisory firms in Chicago, IL first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
All firms headquartered in Chicago, IL · Atom feed · How this list is built
October 2026 (7)
September 2026 (2)
August 2026 (2)
July 2026 (9)
| Firm | Location | Registration |
|---|
| Aleto | Chicago, IL | Exempt reporting adviser |
| ALO Financial Planning | Mount Prospect, IL | SEC-registered investment adviser |
| BVVC | Burr Ridge, IL | Exempt reporting adviser |
| Daly Investment Management, LLC | Mount Prospect, IL | SEC-registered investment adviser |
| Foresight Wealth Advisors | Skokie, IL | SEC-registered investment adviser |
| Monroe Capital Asset Finance Advisors, LLC | Chicago, IL | SEC-registered investment adviser |
| Rothschild Financial Partners, LLC | Oak Brook, IL | SEC-registered investment adviser |
| Steel City Sports Fund GP, LLC | Northbrook, IL | Exempt reporting adviser |
| Steel City Sports Management, LLC | Northbrook, IL | Exempt reporting adviser |
June 2026 (9)
| Firm | Location | Registration |
|---|
| Blue Sky Investment Partners, Inc. | Evanston, IL | SEC-registered investment adviser |
| Bulletproof Capital, LLC | Chicago, IL | SEC-registered investment adviser |
| DRW Asset Management US LLC | Chicago, IL | Exempt reporting adviser |
| Intentgen Financial Partners | Naperville, IL | SEC-registered investment adviser |
| Key Investment Management, LLC | Chicago, IL | Exempt reporting adviser |
| Merit Capital Partners VI, LLC | Chicago, IL | SEC-registered investment adviser |
| Monroe Capital Real Estate Credit Advisors, LLC | Chicago, IL | SEC-registered investment adviser |
| Vistamark Investments | Hinsdale, IL | SEC-registered investment adviser |
| WHI Collective Real Estate LP | Chicago, IL | Exempt reporting adviser |
May 2026 (9)
| Firm | Location | Registration |
|---|
| BCF Venture Partners LLC | Chicago, IL | Exempt reporting adviser |
| GCM Grosvenor Wealth L.P. | Chicago, IL | SEC-registered investment adviser |
| Grid Capital Management, LLC | Winnetka, IL | Exempt reporting adviser |
| Honeybear Financial LLC | Chicago, IL | Exempt reporting adviser |
| K2 Wealth Management LLC | Chicago, IL | SEC-registered investment adviser |
| Kinnamon & Associates Ltd II | Barrington, IL | SEC-registered investment adviser |
| Laureate Wealth Management, LLC | Glen Ellyn, IL | SEC-registered investment adviser |
| Mosaic FI LLC | Lincolnshire, IL | SEC-registered investment adviser |
| Pebble Valley Wealth Management | Western Springs, IL | SEC-registered investment adviser |
April 2026 (3)
March 2026 (5)
February 2026 (6)
| Firm | Location | Registration |
|---|
| Blue Haven Capital, LLC | Geneva, IL | SEC-registered investment adviser |
| Cohen Capital | Chicago, IL | SEC-registered investment adviser |
| EXI Investment Partners | Lake Forest, IL | Exempt reporting adviser |
| Inland Advisory Services, LLC | Oak Brook, IL | SEC-registered investment adviser |
| KRM Financial Planning & Wealth Management, LLC | St. Charles, IL | SEC-registered investment adviser |
| Rail Splitter Capital Advisers, LLC | Chicago, IL | SEC-registered investment adviser |
January 2026 (3)
December 2025 (19)
| Firm | Location | Registration |
|---|
| Anagram Capital | Chicago, IL | Exempt reporting adviser |
| BCM Capital Management LLC | Northfield, IL | SEC-registered investment adviser |
| Blue Owl Digital Infrastructure Trust Advisors LLC | Chicago, IL | SEC-registered investment adviser |
| Bondurant Investment Advisory, LLC | Evanston, IL | SEC-registered investment adviser |
| Corgi Strategies, LLC | Chicago, IL | SEC-registered investment adviser |
| Emerging | Chicago, IL | Exempt reporting adviser |
| Financial Design Studio, Inc. | Deer Park, IL | SEC-registered investment adviser |
| Heritage Strategic Wealth, LLC | Cary, IL | SEC-registered investment adviser |
| Horizon Capital Management, LLC | Lake Forest, IL | SEC-registered investment adviser |
| Innovation Fund Management LLC | Chicago, IL | Exempt reporting adviser |
| Iolite Asset Management | Chicago, IL | SEC-registered investment adviser |
| Neuberger Berman Loan Advisers Europe II LP | Chicago, IL | SEC-registered investment adviser |
| Praxis Capital Management LLC | Chicago, IL | SEC-registered investment adviser |
| Sapphireterra Capital, LLC | Chicago, IL | Exempt reporting adviser |
| Seamless Alts Advisory | Downers Grove, IL | Exempt reporting adviser |
| Sisu Management LLC | St. Barrington, IL | Exempt reporting adviser |
| Tasseo Ecosystem LLC | Chicago, IL | Exempt reporting adviser |
| Yunistone Investment Group, LLC | Chicago, IL | SEC-registered investment adviser |
| Zendamentals | Chicago, IL | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Chicago, IL. https://advisorcensus.com/advisors/il/chicago/new-firms
https://advisorcensus.com/advisors/il/chicago/new-firms
