{ "path": "/advisors/il/fee-only", "url": "https://advisorcensus.com/advisors/il/fee-only/page/7", "page_type": "state_fee", "title": "Fee-only financial advisors in Illinois", "filters": {}, "scope_total": 432, "faq": [ { "q": "How many financial advisory firms are there in Illinois?", "a": "AdvisorCensus lists 1,370 investment advisory firms with a principal office in Illinois, from Form ADV filings as of October 2026: 690 SEC-registered, 542 state-registered, and 138 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 Illinois?", "a": "432 of the 1,370 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 Illinois offer financial planning?", "a": "673 of the 1,232 firms in Illinois 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 Illinois 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 432 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 432 investment advisory firms with a principal office in Illinois that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Illinois: 432 firms from Form ADV filings as of October 2026.", "total_firms": 432, "page": 7, "total_pages": 9, "sort": "name", "registration_types": { "sec": 147, "state": 285, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 432 }, { "code": "percentage_of_aum", "count": 393 }, { "code": "hourly", "count": 172 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 229 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 136 }, { "code": "5_to_9", "count": 100 }, { "code": "10_to_19", "count": 107 }, { "code": "20_plus", "count": 89 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 155 }, { "code": "25m_100m", "count": 90 }, { "code": "100m_500m", "count": 91 }, { "code": "500m_1b", "count": 28 }, { "code": "1b_5b", "count": 20 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 41 } ], "firms": [ { "crd_number": 148146, "name": "Pilot Asset Management LLC", "name_as_filed": "PILOT ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pilot-asset-management-llc-winnetka-il-148146", "city": "Winnetka", "state": "IL", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116600, "name": "Pinnacle Financial Group LLC", "name_as_filed": "PINNACLE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/pinnacle-financial-group-llc-western-springs-il-116600", "city": "Western Springs", "state": "IL", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123588, "name": "Pinnacle Peak Capital Management LLC", "name_as_filed": "PINNACLE PEAK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pinnacle-peak-capital-management-llc-123588", "city": null, "state": null, "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155093, "name": "Pinnacle Planning Advisors, LLC", "name_as_filed": "PINNACLE PLANNING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pinnacle-planning-advisors-llc-155093", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335324, "name": "Pivot Capital Partners LLC", "name_as_filed": "PIVOT CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/pivot-capital-partners-llc-chicago-il-335324", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340223, "name": "Plackett Capital Management LLC", "name_as_filed": "PLACKETT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/plackett-capital-management-llc-340223", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160319, "name": "Planpilot", "name_as_filed": "PLANPILOT", "url": "https://advisorcensus.com/firm/planpilot-chicago-il-160319", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307295, "name": "Pluto Wealth Management", "name_as_filed": "PLUTO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pluto-wealth-management-woodridge-il-307295", "city": "Woodridge", "state": "IL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 330069, "name": "POP Venture Advisers LLC", "name_as_filed": "POP VENTURE ADVISERS LLC", "url": "https://advisorcensus.com/firm/pop-venture-advisers-llc-chicago-il-330069", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 206517, "name": "Port Capital LLC", "name_as_filed": "PORT CAPITAL LLC", "url": "https://advisorcensus.com/firm/port-capital-llc-chicago-il-206517", "city": "Chicago", "state": "IL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167006, "name": "Porter Avenue Capital Management, LLC", "name_as_filed": "PORTER AVENUE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/porter-avenue-capital-management-llc-alto-pass-il-167006", "city": "Alto Pass", "state": "IL", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 172252, "name": "Powers Advisory Group, LLC", "name_as_filed": "POWERS ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/powers-advisory-group-llc-highland-il-172252", "city": "Highland", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173356, "name": "Prairie Investment Advisors, LLC", "name_as_filed": "PRAIRIE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/prairie-investment-advisors-llc-naperville-il-173356", "city": "Naperville", "state": "IL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290485, "name": "Prism Planning Partners", "name_as_filed": "PRISM PLANNING PARTNERS", "url": "https://advisorcensus.com/firm/prism-planning-partners-libertyville-il-290485", "city": "Libertyville", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317874, "name": "Prism Wealth Planning Ltd. DBA the People's Planner", "name_as_filed": "PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER", "url": "https://advisorcensus.com/firm/prism-wealth-planning-ltd-dba-the-people-s-planner-317874", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299279, "name": "Propel Financial Advisors, LLC", "name_as_filed": "PROPEL FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/propel-financial-advisors-llc-chicago-il-299279", "city": "Chicago", "state": "IL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 282901, "name": "Purelight Investment Advisors LLC", "name_as_filed": "PURELIGHT INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/purelight-investment-advisors-llc-chicago-il-282901", "city": "Chicago", "state": "IL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150528, "name": "Quinn Financial Planning, LLC", "name_as_filed": "QUINN FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/quinn-financial-planning-llc-orland-park-il-150528", "city": "Orland Park", "state": "IL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338394, "name": "Rail-Splitter Capital Management LLC", "name_as_filed": "RAIL-SPLITTER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rail-splitter-capital-management-llc-winnetka-il-338394", "city": "Winnetka", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174941, "name": "RB Salzman Wealth Management, LLC", "name_as_filed": "RB SALZMAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rb-salzman-wealth-management-llc-174941", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282209, "name": "Rebellion Asset Management, LLC", "name_as_filed": "REBELLION ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rebellion-asset-management-llc-chicago-il-282209", "city": "Chicago", "state": "IL", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281268, "name": "Recondite Capital LLC", "name_as_filed": "RECONDITE CAPITAL LLC", "url": "https://advisorcensus.com/firm/recondite-capital-llc-281268", "city": null, "state": null, "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 310981, "name": "Redmont Wealth", "name_as_filed": "REDMONT WEALTH", "url": "https://advisorcensus.com/firm/redmont-wealth-chicago-il-310981", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 283187, "name": "Regal Oak Financial, LLC", "name_as_filed": "REGAL OAK FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/regal-oak-financial-llc-frankfort-il-283187", "city": "Frankfort", "state": "IL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153025, "name": "Renz Financial Group, LLC", "name_as_filed": "RENZ FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/renz-financial-group-llc-153025", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314635, "name": "Retire Ready Inc", "name_as_filed": "RETIRE READY INC", "url": "https://advisorcensus.com/firm/retire-ready-inc-olympia-fields-il-314635", "city": "Olympia Fields", "state": "IL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167152, "name": "Retirement Matters, Inc.", "name_as_filed": "RETIREMENT MATTERS, INC.", "url": "https://advisorcensus.com/firm/retirement-matters-inc-barrington-il-167152", "city": "Barrington", "state": "IL", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157079, "name": "Retirement Portfolio Partners", "name_as_filed": "RETIREMENT PORTFOLIO PARTNERS", "url": "https://advisorcensus.com/firm/retirement-portfolio-partners-warrenville-il-157079", "city": "Warrenville", "state": "IL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331240, "name": "Rhodo Wealth Management LLC", "name_as_filed": "RHODO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rhodo-wealth-management-llc-geneva-il-331240", "city": "Geneva", "state": "IL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333576, "name": "Rise Investment Management, LLC", "name_as_filed": "RISE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rise-investment-management-llc-chicago-il-333576", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153537, "name": "River Street Advisors, LLC", "name_as_filed": "RIVER STREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/river-street-advisors-llc-aurora-il-153537", "city": "Aurora", "state": "IL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167187, "name": "Riverbend Planning Group LLC", "name_as_filed": "RIVERBEND PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/riverbend-planning-group-llc-chicago-il-167187", "city": "Chicago", "state": "IL", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134690, "name": "RJ Aubrey Investments Corp.", "name_as_filed": "RJ AUBREY INVESTMENTS CORP.", "url": "https://advisorcensus.com/firm/rj-aubrey-investments-corp-134690", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146186, "name": "Robert L. Weisman, LLC", "name_as_filed": "ROBERT L. WEISMAN, LLC", "url": "https://advisorcensus.com/firm/robert-l-weisman-llc-146186", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109792, "name": "Roberts, Glore & Co.", "name_as_filed": "ROBERTS, GLORE & CO.", "url": "https://advisorcensus.com/firm/roberts-glore-and-co-deerfield-il-109792", "city": "Deerfield", "state": "IL", "years_registered": 42, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123601, "name": "Roger Manske", "name_as_filed": "ROGER MANSKE", "url": "https://advisorcensus.com/firm/roger-manske-lagrange-park-il-123601", "city": "Lagrange Park", "state": "IL", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 128340, "name": "Royal Asset Managers", "name_as_filed": "ROYAL ASSET MANAGERS", "url": "https://advisorcensus.com/firm/royal-asset-managers-128340", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297925, "name": "RP Zeigler Investment Services", "name_as_filed": "RP ZEIGLER INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/rp-zeigler-investment-services-peoria-il-297925", "city": "Peoria", "state": "IL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298527, "name": "RPC Private Wealth, LLC", "name_as_filed": "RPC PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/rpc-private-wealth-llc-hinsdale-il-298527", "city": "Hinsdale", "state": "IL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173262, "name": "Ruedi Wealth Management, Inc.", "name_as_filed": "RUEDI WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ruedi-wealth-management-inc-champaign-il-173262", "city": "Champaign", "state": "IL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107101, "name": "Saint Louis Investment Advisors Inc", "name_as_filed": "SAINT LOUIS INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/saint-louis-investment-advisors-inc-collinsville-il-107101", "city": "Collinsville", "state": "IL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339590, "name": "Sands Wealth Strategies, LLC", "name_as_filed": "SANDS WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/sands-wealth-strategies-llc-339590", "city": null, "state": null, "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333468, "name": "Sankota Capital LLC", "name_as_filed": "SANKOTA CAPITAL LLC", "url": "https://advisorcensus.com/firm/sankota-capital-llc-chicago-il-333468", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338455, "name": "Sansone CPA & Financial", "name_as_filed": "SANSONE CPA & FINANCIAL", "url": "https://advisorcensus.com/firm/sansone-cpa-and-financial-crystal-lake-il-338455", "city": "Crystal Lake", "state": "IL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145026, "name": "Sawyer Falduto Asset Management, LLC", "name_as_filed": "SAWYER FALDUTO ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sawyer-falduto-asset-management-llc-elmhurst-il-145026", "city": 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