{ "path": "/advisors/il/chicago", "url": "https://advisorcensus.com/advisors/il/chicago/page/6", "page_type": "metro", "title": "Financial advisors in Chicago, IL", "filters": {}, "scope_total": 1071, "faq": [ { "q": "How many financial advisory firms are there in Chicago, IL?", "a": "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." }, { "q": "How many fee-only financial advisors are in Chicago, IL?", "a": "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." }, { "q": "How many financial advisors in Chicago, IL offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Chicago, IL fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 1,071 investment advisory firms with a principal office in the Chicago metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Chicago has 1,071 investment advisory firms with a principal office in the metro area as of October 2026: 635 SEC-registered, 299 state-registered, and 137 exempt reporting advisers. 277 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 266 report under $100 million in regulatory assets under management. The metro area has 3,643,783 households, 596,838 of them with income of $200,000 or more, or 557 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Chicago, IL: 1,071 firms from Form ADV filings as of October 2026.", "total_firms": 1071, "page": 6, "total_pages": 22, "sort": "name", "registration_types": { "sec": 635, "state": 299, "exempt": 137 }, "fee_model_mix": [ { "code": "fee-only", "count": 277 }, { "code": "percentage_of_aum", "count": 864 }, { "code": "hourly", "count": 307 }, { "code": "subscription", "count": 9 }, { "code": "fixed", "count": 432 }, { "code": "commissions", "count": 38 }, { "code": "performance_based", "count": 286 }, { "code": "other", "count": 160 }, { "code": "not_reported", "count": 137 } ], "years_registered_distribution": [ { "code": "under_5", "count": 358 }, { "code": "5_to_9", "count": 237 }, { "code": "10_to_19", "count": 293 }, { "code": "20_plus", "count": 183 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 140 }, { "code": "25m_100m", "count": 126 }, { "code": "100m_500m", "count": 260 }, { "code": "500m_1b", "count": 100 }, { "code": "1b_5b", "count": 132 }, { "code": "over_5b", "count": 111 }, { "code": "not_reported", "count": 202 } ], "firms": [ { "crd_number": 297521, "name": "Distillate Capital Partners LLC", "name_as_filed": "DISTILLATE CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/distillate-capital-partners-llc-chicago-il-297521", "city": "Chicago", "state": "IL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317989, "name": "Distributed Ventures", "name_as_filed": "DISTRIBUTED VENTURES", "url": "https://advisorcensus.com/firm/distributed-ventures-chicago-il-317989", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312128, "name": "Dixon Midland Company LLC", "name_as_filed": "DIXON MIDLAND COMPANY LLC", "url": "https://advisorcensus.com/firm/dixon-midland-company-llc-chicago-il-312128", "city": "Chicago", "state": "IL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134987, "name": "DMC Capital Management Inc", "name_as_filed": "DMC CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/dmc-capital-management-inc-tinley-park-il-134987", "city": "Tinley Park", "state": "IL", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170182, "name": "Dogwood Investment Advisors", "name_as_filed": "DOGWOOD INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/dogwood-investment-advisors-northbrook-il-170182", "city": "Northbrook", "state": "IL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108658, "name": "Dolan McEniry Capital Management LLC", "name_as_filed": "DOLAN MCENIRY CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/dolan-mceniry-capital-management-llc-chicago-il-108658", "city": "Chicago", "state": "IL", "years_registered": 29, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142826, "name": "Donatelli & Coules Financial Advisors, LLC", "name_as_filed": "DONATELLI & COULES FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/donatelli-and-coules-financial-advisors-llc-hinsdale-il-142826", "city": "Hinsdale", "state": "IL", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 169056, "name": "Dorsey Asset Management", "name_as_filed": "DORSEY ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/dorsey-asset-management-chicago-il-169056", "city": "Chicago", "state": "IL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315995, "name": "Doyenne Wealth Advisors", "name_as_filed": "DOYENNE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/doyenne-wealth-advisors-chicago-il-315995", "city": "Chicago", "state": "IL", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142788, "name": "Dream Capital Advisors, LLC", "name_as_filed": "DREAM CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dream-capital-advisors-llc-lincolnshire-il-142788", "city": "Lincolnshire", "state": "IL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105757, "name": "Driehaus Capital Management LLC", "name_as_filed": "DRIEHAUS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/driehaus-capital-management-llc-chicago-il-105757", "city": "Chicago", "state": "IL", "years_registered": 43, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 163354, "name": "Driehaus Private Equity, LLC", "name_as_filed": "DRIEHAUS PRIVATE EQUITY, LLC", "url": "https://advisorcensus.com/firm/driehaus-private-equity-llc-chicago-il-163354", "city": "Chicago", "state": "IL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342860, "name": "DRW Asset Management US LLC", "name_as_filed": "DRW ASSET MANAGEMENT US LLC", "url": "https://advisorcensus.com/firm/drw-asset-management-us-llc-chicago-il-342860", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107296, "name": "Duff & Phelps Investment Management Co.", "name_as_filed": "DUFF & PHELPS INVESTMENT MANAGEMENT CO.", "url": "https://advisorcensus.com/firm/duff-and-phelps-investment-management-co-chicago-il-107296", "city": "Chicago", "state": "IL", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330325, "name": "DV Capital Advisors, LLC", "name_as_filed": "DV CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dv-capital-advisors-llc-chicago-il-330325", "city": "Chicago", "state": "IL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 165561, "name": "E. A. Horwitz LLC", "name_as_filed": "E. A. HORWITZ LLC", "url": "https://advisorcensus.com/firm/e-a-horwitz-llc-deerfield-il-165561", "city": "Deerfield", "state": "IL", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300436, "name": "E2P", "name_as_filed": "E2P", "url": "https://advisorcensus.com/firm/e2p-chicago-il-300436", "city": "Chicago", "state": "IL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 334550, "name": "Earth Foundry Management, LP", "name_as_filed": "EARTH FOUNDRY MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/earth-foundry-management-lp-gilberts-il-334550", "city": "Gilberts", "state": "IL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 220511, "name": "Eastgate Capital Advisors LLC", "name_as_filed": "EASTGATE CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/eastgate-capital-advisors-llc-winnetka-il-220511", "city": "Winnetka", "state": "IL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169439, "name": "Eastspring US", "name_as_filed": "EASTSPRING US", "url": "https://advisorcensus.com/firm/eastspring-us-chicago-il-169439", "city": "Chicago", "state": "IL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 322141, "name": "Echo Prudent Capital LLC", "name_as_filed": "ECHO PRUDENT CAPITAL LLC", "url": "https://advisorcensus.com/firm/echo-prudent-capital-llc-northbrook-il-322141", "city": "Northbrook", "state": "IL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159926, "name": "Edgewater Services, LLC", "name_as_filed": "EDGEWATER SERVICES, LLC", "url": "https://advisorcensus.com/firm/edgewater-services-llc-chicago-il-159926", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287958, "name": "Efficient Capital Management LLC", "name_as_filed": "EFFICIENT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/efficient-capital-management-llc-warrenville-il-287958", "city": "Warrenville", "state": "IL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 151635, "name": "Elementum Advisors, LLC", "name_as_filed": "ELEMENTUM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/elementum-advisors-llc-chicago-il-151635", "city": "Chicago", "state": "IL", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 121635, "name": "Eley-Graham-Austgen Financial Advisory Services", "name_as_filed": "ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/eley-graham-austgen-financial-advisory-services-crown-point-in-121635", "city": "Crown Point", "state": "IN", "years_registered": 41, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174000, "name": "Elite Focus Private Wealth, LLC", "name_as_filed": "ELITE FOCUS PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/elite-focus-private-wealth-llc-chicago-il-174000", "city": "Chicago", "state": "IL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108233, "name": "Embree Financial Group", "name_as_filed": "EMBREE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/embree-financial-group-chicago-il-108233", "city": "Chicago", "state": "IL", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 169296, "name": "EMC Capital Advisors, LLC", "name_as_filed": "EMC CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/emc-capital-advisors-llc-bannockburn-il-169296", "city": "Bannockburn", "state": "IL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337313, "name": "Emerging", "name_as_filed": "EMERGING", "url": "https://advisorcensus.com/firm/emerging-chicago-il-337313", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152987, "name": "Encompass Wealth Management LLC", "name_as_filed": "ENCOMPASS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/encompass-wealth-management-llc-libertyville-il-152987", "city": "Libertyville", "state": "IL", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330251, "name": "Endeavor Capital Management, LLC", "name_as_filed": "ENDEAVOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/endeavor-capital-management-llc-downer-s-grove-il-330251", "city": "Downer'S Grove", "state": "IL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148694, "name": "Endeavor Investment Management, LLC", "name_as_filed": "ENDEAVOR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/endeavor-investment-management-llc-chicago-il-148694", "city": "Chicago", "state": "IL", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 289047, "name": "Energize Capital LLC", "name_as_filed": "ENERGIZE CAPITAL LLC", "url": "https://advisorcensus.com/firm/energize-capital-llc-chicago-il-289047", "city": "Chicago", "state": "IL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329462, "name": "Energy Capital Ventures, Inc.", "name_as_filed": "ENERGY CAPITAL VENTURES, INC.", "url": "https://advisorcensus.com/firm/energy-capital-ventures-inc-chicago-il-329462", "city": "Chicago", "state": "IL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307915, "name": "Engage Wealth Group, LLC", "name_as_filed": "ENGAGE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/engage-wealth-group-llc-northfield-il-307915", "city": "Northfield", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298672, "name": "Envision Wealth Planning Inc.", "name_as_filed": "ENVISION WEALTH PLANNING INC.", "url": "https://advisorcensus.com/firm/envision-wealth-planning-inc-chicago-il-298672", "city": "Chicago", "state": "IL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 136557, "name": "Epiphany Capital", "name_as_filed": "EPIPHANY CAPITAL", "url": "https://advisorcensus.com/firm/epiphany-capital-vernon-hills-il-136557", "city": "Vernon Hills", "state": "IL", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 161708, "name": "Equator Capital Partners LLC", "name_as_filed": "EQUATOR CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/equator-capital-partners-llc-chicago-il-161708", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156327, "name": "Equity Armor Investments", "name_as_filed": "EQUITY ARMOR INVESTMENTS", "url": "https://advisorcensus.com/firm/equity-armor-investments-chicago-il-156327", "city": "Chicago", "state": "IL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 156961, "name": "Equity International", "name_as_filed": "EQUITY INTERNATIONAL", "url": "https://advisorcensus.com/firm/equity-international-chicago-il-156961", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 290030, "name": "Ergawealth Advisors, Inc.", "name_as_filed": "ERGAWEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/ergawealth-advisors-inc-oak-brook-il-290030", "city": "Oak Brook", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326011, "name": "Erie Street Growth Partners", "name_as_filed": "ERIE STREET GROWTH PARTNERS", "url": "https://advisorcensus.com/firm/erie-street-growth-partners-chicago-il-326011", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 153415, "name": "Essential Financial Strategies", "name_as_filed": "ESSENTIAL FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/essential-financial-strategies-palos-heights-il-153415", "city": "Palos Heights", "state": "IL", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108352, "name": "Essex LLC", "name_as_filed": "ESSEX LLC", "url": "https://advisorcensus.com/firm/essex-llc-deer-park-il-108352", "city": "Deer Park", "state": "IL", "years_registered": 29, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123802, "name": "Estate & Trust Advisors", "name_as_filed": "ESTATE & TRUST ADVISORS", "url": "https://advisorcensus.com/firm/estate-and-trust-advisors-riverwoods-il-123802", "city": "Riverwoods", "state": "IL", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120338, "name": "Evanston Capital Management, LLC", "name_as_filed": "EVANSTON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/evanston-capital-management-llc-evanston-il-120338", "city": "Evanston", "state": "IL", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 151725, "name": "Everett Wealth Solutions, Inc", "name_as_filed": "EVERETT WEALTH SOLUTIONS, INC", "url": "https://advisorcensus.com/firm/everett-wealth-solutions-inc-forest-park-il-151725", "city": "Forest Park", "state": "IL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133550, "name": "Evergreen Investment Advisors", "name_as_filed": "EVERGREEN INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/evergreen-investment-advisors-chicago-il-133550", "city": "Chicago", "state": "IL", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 313372, "name": "EXI Investment Partners", "name_as_filed": "EXI INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/exi-investment-partners-lake-forest-il-313372", "city": "Lake Forest", "state": "IL", 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