# Financial advisors in Chicago, IL

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/il/chicago/page/8

## At a glance

- Investment advisory firms: 1,071
- Registration: SEC-registered investment adviser: 635, State-registered investment adviser: 299, Exempt reporting adviser: 137
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 277 (30%); Percentage of assets 864 (93%); Hourly charges 307 (33%); Subscription fees (newsletter or periodical) 9 (1%); Fixed fees 432 (46%); Commissions 38 (4%); Performance-based fees 286 (31%); Other 160 (17%); No compensation arrangements reported 137
- Regulatory assets under management (Item 5.F): Under $25 million 140 (13%); $25 million to $100 million 126 (12%); $100 million to $500 million 260 (24%); $500 million to $1 billion 100 (9%); $1 billion to $5 billion 132 (12%); Over $5 billion 111 (10%); Not reported 202 (19%)
- Years registered: Under 5 years 358 (33%); 5 to 9 years 237 (22%); 10 to 19 years 293 (27%); 20 years or more 183 (17%)

## Firms (page 8 of 22, 351 to 400 of 1,071, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Geiger Wealth Management](https://advisorcensus.com/firm/geiger-wealth-management-oak-brook-il-159526) ([md](https://advisorcensus.com/firm/geiger-wealth-management-oak-brook-il-159526.md)) | 159526 | Oak Brook, IL | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [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 |
| [Genesis Marketing Group](https://advisorcensus.com/firm/genesis-marketing-group-hinsdale-il-132388) ([md](https://advisorcensus.com/firm/genesis-marketing-group-hinsdale-il-132388.md)) | 132388 | Hinsdale, IL | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee, Other |
| [Genfi LLC](https://advisorcensus.com/firm/genfi-llc-chicago-il-156464) ([md](https://advisorcensus.com/firm/genfi-llc-chicago-il-156464.md)) | 156464 | Chicago, IL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed 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 |
| [Gerchen Capital Partners](https://advisorcensus.com/firm/gerchen-capital-partners-chicago-il-316524) ([md](https://advisorcensus.com/firm/gerchen-capital-partners-chicago-il-316524.md)) | 316524 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee, Other |
| [GH Private Wealth Management, Inc.](https://advisorcensus.com/firm/gh-private-wealth-management-inc-chicago-il-172033) ([md](https://advisorcensus.com/firm/gh-private-wealth-management-inc-chicago-il-172033.md)) | 172033 | Chicago, IL | State-registered investment adviser | Not reported | 10 | % of assets, Hourly, Fixed fee, Other |
| [Gillson Capital](https://advisorcensus.com/firm/gillson-capital-chicago-il-284079) ([md](https://advisorcensus.com/firm/gillson-capital-chicago-il-284079.md)) | 284079 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [Gineris Wealth Management](https://advisorcensus.com/firm/gineris-wealth-management-dyer-in-295095) ([md](https://advisorcensus.com/firm/gineris-wealth-management-dyer-in-295095.md)) | 295095 | Dyer, IN | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Glenview Financial Group LLC](https://advisorcensus.com/firm/glenview-financial-group-llc-glenview-il-141448) ([md](https://advisorcensus.com/firm/glenview-financial-group-llc-glenview-il-141448.md)) | 141448 | Glenview, IL | State-registered investment adviser | Not reported | 19 | Other |
| [GLL Investors](https://advisorcensus.com/firm/gll-investors-chicago-il-161830) ([md](https://advisorcensus.com/firm/gll-investors-chicago-il-161830.md)) | 161830 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Globalmacro Capital Management, LLC](https://advisorcensus.com/firm/globalmacro-capital-management-llc-wheaton-il-153819) ([md](https://advisorcensus.com/firm/globalmacro-capital-management-llc-wheaton-il-153819.md)) | 153819 | Wheaton, IL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [GLS Capital, LLC](https://advisorcensus.com/firm/gls-capital-llc-chicago-il-298976) ([md](https://advisorcensus.com/firm/gls-capital-llc-chicago-il-298976.md)) | 298976 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Performance fee |
| [Goldenstone Investments LP](https://advisorcensus.com/firm/goldenstone-investments-lp-chicago-il-313062) ([md](https://advisorcensus.com/firm/goldenstone-investments-lp-chicago-il-313062.md)) | 313062 | Chicago, IL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Goldstone Financial Group, LLC](https://advisorcensus.com/firm/goldstone-financial-group-llc-oakbrook-terrace-il-222520) ([md](https://advisorcensus.com/firm/goldstone-financial-group-llc-oakbrook-terrace-il-222520.md)) | 222520 | Oakbrook Terrace, IL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly |
| [Goodwin Asset Management Inc.](https://advisorcensus.com/firm/goodwin-asset-management-inc-hinsdale-il-128456) ([md](https://advisorcensus.com/firm/goodwin-asset-management-inc-hinsdale-il-128456.md)) | 128456 | Hinsdale, IL | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly |
| [Grafton Street Partners](https://advisorcensus.com/firm/grafton-street-partners-chicago-il-319109) ([md](https://advisorcensus.com/firm/grafton-street-partners-chicago-il-319109.md)) | 319109 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Grand Crossing Capital LLC](https://advisorcensus.com/firm/grand-crossing-capital-llc-oakbrook-terrace-il-183512) ([md](https://advisorcensus.com/firm/grand-crossing-capital-llc-oakbrook-terrace-il-183512.md)) | 183512 | Oakbrook Terrace, IL | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Granite Creek Capital Partners](https://advisorcensus.com/firm/granite-creek-capital-partners-chicago-il-319140) ([md](https://advisorcensus.com/firm/granite-creek-capital-partners-chicago-il-319140.md)) | 319140 | Chicago, IL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Grassland Capital, LLC](https://advisorcensus.com/firm/grassland-capital-llc-chicago-il-313631) ([md](https://advisorcensus.com/firm/grassland-capital-llc-chicago-il-313631.md)) | 313631 | Chicago, IL | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee, Performance 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 |
| [Great Plains Capital, LLC](https://advisorcensus.com/firm/great-plains-capital-llc-oakbrook-terrace-il-320762) ([md](https://advisorcensus.com/firm/great-plains-capital-llc-oakbrook-terrace-il-320762.md)) | 320762 | Oakbrook Terrace, IL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Greenrock Research, Inc.](https://advisorcensus.com/firm/greenrock-research-inc-chicago-il-131825) ([md](https://advisorcensus.com/firm/greenrock-research-inc-chicago-il-131825.md)) | 131825 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Fixed fee |
| [Greenstone Belt Wealth Advisors, LLC](https://advisorcensus.com/firm/greenstone-belt-wealth-advisors-llc-chicago-il-335862) ([md](https://advisorcensus.com/firm/greenstone-belt-wealth-advisors-llc-chicago-il-335862.md)) | 335862 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Greyrock Capital Group](https://advisorcensus.com/firm/greyrock-capital-group-chicago-il-156816) ([md](https://advisorcensus.com/firm/greyrock-capital-group-chicago-il-156816.md)) | 156816 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Greystone Industrial Partners Management, LP](https://advisorcensus.com/firm/greystone-industrial-partners-management-lp-chicago-il-338171) ([md](https://advisorcensus.com/firm/greystone-industrial-partners-management-lp-chicago-il-338171.md)) | 338171 | Chicago, IL | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Grid Capital Management, LLC](https://advisorcensus.com/firm/grid-capital-management-llc-winnetka-il-340531) ([md](https://advisorcensus.com/firm/grid-capital-management-llc-winnetka-il-340531.md)) | 340531 | Winnetka, IL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Grosse Point Capital Management](https://advisorcensus.com/firm/grosse-point-capital-management-evanston-il-310057) ([md](https://advisorcensus.com/firm/grosse-point-capital-management-evanston-il-310057.md)) | 310057 | Evanston, IL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Growth Catalyst Partners, L.P.](https://advisorcensus.com/firm/growth-catalyst-partners-l-p-chicago-il-311410) ([md](https://advisorcensus.com/firm/growth-catalyst-partners-l-p-chicago-il-311410.md)) | 311410 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee, Other |
| [GSV Ventures Management, LLC](https://advisorcensus.com/firm/gsv-ventures-management-llc-chicago-il-285043) ([md](https://advisorcensus.com/firm/gsv-ventures-management-llc-chicago-il-285043.md)) | 285043 | Chicago, IL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [GTCR LLC](https://advisorcensus.com/firm/gtcr-llc-chicago-il-159545) ([md](https://advisorcensus.com/firm/gtcr-llc-chicago-il-159545.md)) | 159545 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 14 | % 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 |
| [Guggenheim Funds Distributors, LLC](https://advisorcensus.com/firm/guggenheim-funds-distributors-llc-chicago-il-39805) ([md](https://advisorcensus.com/firm/guggenheim-funds-distributors-llc-chicago-il-39805.md)) | 39805 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Other |
| [Guggenheim Investments](https://advisorcensus.com/firm/guggenheim-investments-chicago-il-129288) ([md](https://advisorcensus.com/firm/guggenheim-investments-chicago-il-129288.md)) | 129288 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets |
| [GVC Americas, LLC](https://advisorcensus.com/firm/gvc-americas-llc-chicago-il-323780) ([md](https://advisorcensus.com/firm/gvc-americas-llc-chicago-il-323780.md)) | 323780 | Chicago, IL | Exempt reporting adviser | Not reported | 3 | Not reported |
| [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 |
| [H.P. Becker & Co](https://advisorcensus.com/firm/h-p-becker-and-co-northbrook-il-107902) ([md](https://advisorcensus.com/firm/h-p-becker-and-co-northbrook-il-107902.md)) | 107902 | Northbrook, IL | State-registered investment adviser | Not reported | 33 | % of assets, Fixed fee |
| [Haag Financial Consulting](https://advisorcensus.com/firm/haag-financial-consulting-chicago-il-144702) ([md](https://advisorcensus.com/firm/haag-financial-consulting-chicago-il-144702.md)) | 144702 | Chicago, IL | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Harbor Capital Advisors, Inc.](https://advisorcensus.com/firm/harbor-capital-advisors-inc-chicago-il-113042) ([md](https://advisorcensus.com/firm/harbor-capital-advisors-inc-chicago-il-113042.md)) | 113042 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Harbour Financial Resources, Ltd](https://advisorcensus.com/firm/harbour-financial-resources-ltd-skokie-il-110261) ([md](https://advisorcensus.com/firm/harbour-financial-resources-ltd-skokie-il-110261.md)) | 110261 | Skokie, IL | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee, Commissions |
| [Harman Investment Advisors](https://advisorcensus.com/firm/harman-investment-advisors-winnetka-il-122641) ([md](https://advisorcensus.com/firm/harman-investment-advisors-winnetka-il-122641.md)) | 122641 | Winnetka, IL | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Harmony Wealth Management LLC](https://advisorcensus.com/firm/harmony-wealth-management-llc-crown-point-in-304818) ([md](https://advisorcensus.com/firm/harmony-wealth-management-llc-crown-point-in-304818.md)) | 304818 | Crown Point, IN | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [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 |
| [Harrison Street Advisors, LLC](https://advisorcensus.com/firm/harrison-street-advisors-llc-chicago-il-157983) ([md](https://advisorcensus.com/firm/harrison-street-advisors-llc-chicago-il-157983.md)) | 157983 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, 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 |
| [Harvest Investment Services, LLC](https://advisorcensus.com/firm/harvest-investment-services-llc-oakbrook-terrace-il-159390) ([md](https://advisorcensus.com/firm/harvest-investment-services-llc-oakbrook-terrace-il-159390.md)) | 159390 | Oakbrook Terrace, IL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [HC Private Investments, LLC](https://advisorcensus.com/firm/hc-private-investments-llc-chicago-il-337451) ([md](https://advisorcensus.com/firm/hc-private-investments-llc-chicago-il-337451.md)) | 337451 | Chicago, IL | Exempt reporting adviser | Not reported | 1 | Not reported |

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## Questions people ask

**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 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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/il/chicago.csv

Cite as: AdvisorCensus. Financial advisors in Chicago, IL: 1,071 firms from Form ADV filings as of October 2026.