{ "path": "/advisors/il", "url": "https://advisorcensus.com/advisors/il/page/18", "page_type": "state", "title": "Financial advisors in Illinois", "filters": {}, "scope_total": 1370, "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 1,370 investment advisory firms with a principal office in Illinois, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null, "citation": "AdvisorCensus. Financial advisors in Illinois: 1,370 firms from Form ADV filings as of October 2026.", "total_firms": 1370, "page": 18, "total_pages": 28, "sort": "name", "registration_types": { "sec": 690, "state": 542, "exempt": 138 }, "fee_model_mix": [ { "code": "fee-only", "count": 432 }, { "code": "percentage_of_aum", "count": 1120 }, { "code": "hourly", "count": 443 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 590 }, { "code": "commissions", "count": 53 }, { "code": "performance_based", "count": 300 }, { "code": "other", "count": 186 }, { "code": "not_reported", "count": 138 } ], "years_registered_distribution": [ { "code": "under_5", "count": 448 }, { "code": "5_to_9", "count": 301 }, { "code": "10_to_19", "count": 380 }, { "code": "20_plus", "count": 241 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 283 }, { "code": "25m_100m", "count": 180 }, { "code": "100m_500m", "count": 295 }, { "code": "500m_1b", "count": 106 }, { "code": "1b_5b", "count": 142 }, { "code": "over_5b", "count": 115 }, { "code": "not_reported", "count": 249 } ], "firms": [ { "crd_number": 133519, "name": "New Capital Management, LLC", "name_as_filed": "NEW CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/new-capital-management-llc-133519", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110739, "name": "New England Research & Management, Inc.", "name_as_filed": "NEW ENGLAND RESEARCH & MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/new-england-research-and-management-inc-chicago-il-110739", "city": "Chicago", "state": "IL", "years_registered": 47, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283319, "name": "New Harbor Capital", "name_as_filed": "NEW HARBOR CAPITAL", "url": "https://advisorcensus.com/firm/new-harbor-capital-chicago-il-283319", "city": "Chicago", "state": "IL", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329242, "name": "New Hyde Park Asset Management LLC", "name_as_filed": "NEW HYDE PARK ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/new-hyde-park-asset-management-llc-wheaton-il-329242", "city": "Wheaton", "state": "IL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317702, "name": "New Stack, LLC", "name_as_filed": "NEW STACK, LLC", "url": "https://advisorcensus.com/firm/new-stack-llc-chicago-il-317702", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160247, "name": "New Vernon Investment Management LLC", "name_as_filed": "NEW VERNON INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/new-vernon-investment-management-llc-highland-park-il-160247", "city": "Highland Park", "state": "IL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 164775, "name": "New Vernon Wealth Management LLC", "name_as_filed": "NEW VERNON WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/new-vernon-wealth-management-llc-highland-park-il-164775", "city": "Highland Park", "state": "IL", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123948, "name": "Newport Investment Advisors, Inc.", "name_as_filed": "NEWPORT INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/newport-investment-advisors-inc-sycamore-il-123948", "city": "Sycamore", "state": "IL", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153918, "name": "Newport Investment Management, LLC", "name_as_filed": "NEWPORT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/newport-investment-management-llc-chicago-il-153918", "city": "Chicago", "state": "IL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305454, "name": "Nexjenn Financial Services", "name_as_filed": "NEXJENN FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/nexjenn-financial-services-305454", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285024, "name": "Nextgen Growth Partners, LLC", "name_as_filed": "NEXTGEN GROWTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/nextgen-growth-partners-llc-chicago-il-285024", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 310417, "name": "NFO Financial Advisory LLC", "name_as_filed": "NFO FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/nfo-financial-advisory-llc-310417", "city": null, "state": null, "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 171420, "name": "Nine Ten Capital Management", "name_as_filed": "NINE TEN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/nine-ten-capital-management-chicago-il-171420", "city": "Chicago", "state": "IL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307344, "name": "North Branch Capital Management, L.P.", "name_as_filed": "NORTH BRANCH CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/north-branch-capital-management-l-p-oak-brook-il-307344", "city": "Oak Brook", "state": "IL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309269, "name": "North Shore Capital Group Investment Advisors, Inc", "name_as_filed": "NORTH SHORE CAPITAL GROUP INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/north-shore-capital-group-investment-advisors-inc-lake-forest-il-309269", "city": "Lake Forest", "state": "IL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 131763, "name": "North Shore Investment Consulting LLC", "name_as_filed": "NORTH SHORE INVESTMENT CONSULTING LLC", "url": "https://advisorcensus.com/firm/north-shore-investment-consulting-llc-wilmette-il-131763", "city": "Wilmette", "state": "IL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130132, "name": "North Shore Private Asset Management, LLC", "name_as_filed": "NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/north-shore-private-asset-management-llc-lake-forest-il-130132", "city": "Lake Forest", "state": "IL", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148158, "name": "North South Capital, LLC", "name_as_filed": "NORTH SOUTH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/north-south-capital-llc-new-lenox-il-148158", "city": "New Lenox", "state": "IL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 294355, "name": "North Square Investments, LLC", "name_as_filed": "NORTH SQUARE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/north-square-investments-llc-chicago-il-294355", "city": "Chicago", "state": "IL", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117681, "name": "North Star Investment Management Corporation", "name_as_filed": "NORTH STAR INVESTMENT MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/north-star-investment-management-corporation-chicago-il-117681", "city": "Chicago", "state": "IL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105780, "name": "Northern Trust Investments, Incorporated", "name_as_filed": "NORTHERN TRUST INVESTMENTS, INCORPORATED", "url": "https://advisorcensus.com/firm/northern-trust-investments-incorporated-chicago-il-105780", "city": "Chicago", "state": "IL", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 7927, "name": "Northern Trust Securities, Inc", "name_as_filed": "NORTHERN TRUST SECURITIES, INC", "url": "https://advisorcensus.com/firm/northern-trust-securities-inc-chicago-il-7927", "city": "Chicago", "state": "IL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147362, "name": "Northpoint Advisory LLC", "name_as_filed": "NORTHPOINT ADVISORY LLC", "url": "https://advisorcensus.com/firm/northpoint-advisory-llc-147362", "city": null, "state": null, "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 330088, "name": "Northwood Wealth Management, LLC", "name_as_filed": "NORTHWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northwood-wealth-management-llc-schaumburg-il-330088", "city": "Schaumburg", "state": "IL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155584, "name": "Nuveen Asset Management, LLC", "name_as_filed": "NUVEEN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nuveen-asset-management-llc-chicago-il-155584", "city": "Chicago", "state": "IL", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 104626, "name": "Nuveen Fund Advisors, LLC", "name_as_filed": "NUVEEN FUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nuveen-fund-advisors-llc-chicago-il-104626", "city": "Chicago", "state": "IL", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160569, "name": "NXT Capital Investment Advisers, LLC", "name_as_filed": "NXT CAPITAL INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/nxt-capital-investment-advisers-llc-chicago-il-160569", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168636, "name": "O'Connor Financial Group LLC", "name_as_filed": "O'CONNOR FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/o-connor-financial-group-llc-quincy-il-168636", "city": "Quincy", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141332, "name": "Oak Family Advisors, LLC", "name_as_filed": "OAK FAMILY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/oak-family-advisors-llc-chicago-il-141332", "city": "Chicago", "state": "IL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168087, "name": "Oak Mountain Advisors", "name_as_filed": "OAK MOUNTAIN ADVISORS", "url": "https://advisorcensus.com/firm/oak-mountain-advisors-chicago-il-168087", "city": "Chicago", "state": "IL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 107066, "name": "Oak Ridge Investments, LLC", "name_as_filed": "OAK RIDGE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/oak-ridge-investments-llc-chicago-il-107066", "city": "Chicago", "state": "IL", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148832, "name": "Oak Wealth Advisors LLC", "name_as_filed": "OAK WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/oak-wealth-advisors-llc-northbrook-il-148832", "city": "Northbrook", "state": "IL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164656, "name": "Oakwood Wealth Advisors Ltd.", "name_as_filed": "OAKWOOD WEALTH ADVISORS LTD.", "url": "https://advisorcensus.com/firm/oakwood-wealth-advisors-ltd-naperville-il-164656", "city": "Naperville", "state": "IL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 152957, "name": "Oasis Investment Strategies LLC", "name_as_filed": "OASIS INVESTMENT STRATEGIES LLC", "url": "https://advisorcensus.com/firm/oasis-investment-strategies-llc-chicago-il-152957", "city": "Chicago", "state": "IL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332815, "name": "Obar Wealth Management LLC", "name_as_filed": "OBAR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/obar-wealth-management-llc-lake-forest-il-332815", "city": "Lake Forest", "state": "IL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105471, "name": "Oberweis Asset Management Inc", "name_as_filed": "OBERWEIS ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/oberweis-asset-management-inc-lisle-il-105471", "city": "Lisle", "state": "IL", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 161160, "name": "OCA Ventures, LLC", "name_as_filed": "OCA VENTURES, LLC", "url": "https://advisorcensus.com/firm/oca-ventures-llc-chicago-il-161160", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 153533, "name": "OFS Capital Management, LLC", "name_as_filed": "OFS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ofs-capital-management-llc-chicago-il-153533", "city": "Chicago", "state": "IL", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323411, "name": "OFS CLO Management II, LLC", "name_as_filed": "OFS CLO MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/ofs-clo-management-ii-llc-chicago-il-323411", "city": "Chicago", "state": "IL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288373, "name": "OFS CLO Management, LLC", "name_as_filed": "OFS CLO MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ofs-clo-management-llc-chicago-il-288373", "city": "Chicago", "state": "IL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 123905, "name": "Okeefe & Associates, P.C.", "name_as_filed": "OKEEFE & ASSOCIATES, P.C.", "url": "https://advisorcensus.com/firm/okeefe-and-associates-p-c-123905", "city": null, "state": null, "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334598, "name": "Old Forge Advisors", "name_as_filed": "OLD FORGE ADVISORS", "url": "https://advisorcensus.com/firm/old-forge-advisors-334598", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343283, "name": "Old Mission Asset Management LLC", "name_as_filed": "OLD MISSION ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/old-mission-asset-management-llc-chicago-il-343283", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "over_5b", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 172108, "name": "Omnidivitia Wealth Management, Inc.", "name_as_filed": "OMNIDIVITIA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/omnidivitia-wealth-management-inc-flossmoor-il-172108", "city": "Flossmoor", "state": "IL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313397, "name": "OMX Ventures, LLC", "name_as_filed": "OMX VENTURES, LLC", "url": "https://advisorcensus.com/firm/omx-ventures-llc-lincolnshire-il-313397", "city": "Lincolnshire", "state": "IL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341059, "name": "One Source Advisory Group LLC", "name_as_filed": "ONE SOURCE ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/one-source-advisory-group-llc-341059", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333774, "name": "One Wild Life Advisors LLC", "name_as_filed": "ONE WILD LIFE ADVISORS LLC", "url": "https://advisorcensus.com/firm/one-wild-life-advisors-llc-chicago-il-333774", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133244, "name": "Onyx Investments, Inc.", "name_as_filed": "ONYX INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/onyx-investments-inc-chicago-il-133244", "city": "Chicago", "state": "IL", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 312732, "name": "Optimum Retirement Planning LLC", "name_as_filed": "OPTIMUM RETIREMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/optimum-retirement-planning-llc-libertyville-il-312732", "city": "Libertyville", "state": "IL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 282311, "name": "Opus Financial Solutions LLC", "name_as_filed": "OPUS FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/opus-financial-solutions-llc-downers-grove-il-282311", "city": "Downers Grove", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/il/chicago", "name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "state_code": "IL", "firm_count": 1071 }, { "path": "/advisors/il/champaign", "name": 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"/advisors/il/fee-only", "label": "Fee-only financial advisors in Illinois", "firm_count": 432 }, { "path": "/advisors/il/flat-fee", "label": "Flat-fee financial advisors in Illinois", "firm_count": 590 }, { "path": "/advisors/il/hourly", "label": "Hourly financial advisors in Illinois", "firm_count": 443 } ] }, "csv": "https://advisorcensus.com/advisors/il.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }