{ "path": "/advisors/il", "url": "https://advisorcensus.com/advisors/il/page/20", "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": 20, "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": 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": 146761, "name": "Pluscios Management LLC", "name_as_filed": "PLUSCIOS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pluscios-management-llc-evanston-il-146761", "city": "Evanston", "state": "IL", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 285899, "name": "PMG Wealth Management", "name_as_filed": "PMG WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pmg-wealth-management-hawthorn-woods-il-285899", "city": "Hawthorn Woods", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337547, "name": "PNT Asset Management LLC", "name_as_filed": "PNT ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pnt-asset-management-llc-chicago-il-337547", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305777, "name": "Polaris Wealth Management, LLC", "name_as_filed": "POLARIS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/polaris-wealth-management-llc-flossmoor-il-305777", "city": "Flossmoor", "state": "IL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298652, "name": "POLARIS7 Investments LLC", "name_as_filed": "POLARIS7 INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/polaris7-investments-llc-chicago-il-298652", "city": "Chicago", "state": "IL", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310888, "name": "Polynomial Ventures", "name_as_filed": "POLYNOMIAL VENTURES", "url": "https://advisorcensus.com/firm/polynomial-ventures-willowbrook-il-310888", "city": "Willowbrook", "state": "IL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 315097, "name": "Pondera Holdings LLC", "name_as_filed": "PONDERA HOLDINGS LLC", "url": "https://advisorcensus.com/firm/pondera-holdings-llc-chicago-il-315097", "city": "Chicago", "state": "IL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "performance_based", "other" ], "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": 306913, "name": "Powers Financial Group, LLC", "name_as_filed": "POWERS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/powers-financial-group-llc-naperville-il-306913", "city": "Naperville", "state": "IL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 291331, "name": "PPC", "name_as_filed": "PPC", "url": "https://advisorcensus.com/firm/ppc-chicago-il-291331", "city": "Chicago", "state": "IL", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 107269, "name": "PPM America Inc", "name_as_filed": "PPM AMERICA INC", "url": "https://advisorcensus.com/firm/ppm-america-inc-chicago-il-107269", "city": "Chicago", "state": "IL", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 297186, "name": "PPM Loan Management Company 2, LLC", "name_as_filed": "PPM LOAN MANAGEMENT COMPANY 2, LLC", "url": "https://advisorcensus.com/firm/ppm-loan-management-company-2-llc-chicago-il-297186", "city": "Chicago", "state": "IL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173711, "name": "PR Wealth Management Group", "name_as_filed": "PR WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/pr-wealth-management-group-east-moline-il-173711", "city": "East Moline", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 155566, "name": "Prairie Capital", "name_as_filed": "PRAIRIE CAPITAL", "url": "https://advisorcensus.com/firm/prairie-capital-chicago-il-155566", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 288153, "name": "Prairie Rivers Investments, LLC", "name_as_filed": "PRAIRIE RIVERS INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/prairie-rivers-investments-llc-robinson-il-288153", "city": "Robinson", "state": "IL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327974, "name": "Prairieview Wealth & Tax Advisors", "name_as_filed": "PRAIRIEVIEW WEALTH & TAX ADVISORS", "url": "https://advisorcensus.com/firm/prairieview-wealth-and-tax-advisors-frankfort-il-327974", "city": "Frankfort", "state": "IL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333052, "name": "Praxis Capital Management LLC", "name_as_filed": "PRAXIS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/praxis-capital-management-llc-chicago-il-333052", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282557, "name": "Precise Investment Management, Inc.", "name_as_filed": "PRECISE INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/precise-investment-management-inc-highland-park-il-282557", "city": "Highland Park", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 296631, "name": "Prep Investment Advisers, L.L.C.", "name_as_filed": "PREP INVESTMENT ADVISERS, L.L.C.", "url": "https://advisorcensus.com/firm/prep-investment-advisers-l-l-c-chicago-il-296631", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 172028, "name": "Printers Row Advisors LLC", "name_as_filed": "PRINTERS ROW ADVISORS LLC", "url": "https://advisorcensus.com/firm/printers-row-advisors-llc-downers-grove-il-172028", "city": "Downers Grove", "state": "IL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "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": 333671, "name": "Pritzker Alternative Strategies", "name_as_filed": "PRITZKER ALTERNATIVE STRATEGIES", "url": "https://advisorcensus.com/firm/pritzker-alternative-strategies-chicago-il-333671", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 335704, "name": "Project Level Management Company, LLC", "name_as_filed": "PROJECT LEVEL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/project-level-management-company-llc-chicago-il-335704", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 133357, "name": "Promanage, LLC", "name_as_filed": "PROMANAGE, LLC", "url": "https://advisorcensus.com/firm/promanage-llc-chicago-il-133357", "city": "Chicago", "state": "IL", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165478, "name": "Promus Asset Management, LLC", "name_as_filed": "PROMUS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/promus-asset-management-llc-chicago-il-165478", "city": "Chicago", "state": "IL", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162524, "name": "Promus Holdings", "name_as_filed": "PROMUS HOLDINGS", "url": "https://advisorcensus.com/firm/promus-holdings-chicago-il-162524", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 317720, "name": "Prospect Partners Advisors LLC", "name_as_filed": "PROSPECT PARTNERS ADVISORS LLC", "url": "https://advisorcensus.com/firm/prospect-partners-advisors-llc-chicago-il-317720", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 292771, "name": "Prosperifi LLC", "name_as_filed": "PROSPERIFI LLC", "url": "https://advisorcensus.com/firm/prosperifi-llc-des-plaines-il-292771", "city": "Des Plaines", "state": "IL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153646, "name": "Providence Wealth Advisors, LLC", "name_as_filed": "PROVIDENCE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/providence-wealth-advisors-llc-frankfort-il-153646", "city": "Frankfort", "state": "IL", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 107619, "name": "PT Asset Management, LLC", "name_as_filed": "PT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pt-asset-management-llc-chicago-il-107619", "city": "Chicago", "state": "IL", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301973, "name": "Ptma Investment Advisors", "name_as_filed": "PTMA INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/ptma-investment-advisors-naperville-il-301973", "city": "Naperville", "state": "IL", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "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": 288823, "name": "Purpose Financial Planning LLC", "name_as_filed": "PURPOSE FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/purpose-financial-planning-llc-schaumburg-il-288823", "city": "Schaumburg", "state": "IL", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315556, "name": "Purposepath Capital, LLC", "name_as_filed": "PURPOSEPATH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/purposepath-capital-llc-quincy-il-315556", "city": "Quincy", "state": "IL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112187, "name": "Quad City Investment Center", "name_as_filed": "QUAD CITY INVESTMENT CENTER", "url": "https://advisorcensus.com/firm/quad-city-investment-center-moline-il-112187", "city": "Moline", "state": "IL", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155903, "name": "Quam Wealth Advisory Group LLC", "name_as_filed": "QUAM WEALTH ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/quam-wealth-advisory-group-llc-155903", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173668, "name": "Quest Wealth Management Incorporated", "name_as_filed": "QUEST WEALTH MANAGEMENT INCORPORATED", "url": "https://advisorcensus.com/firm/quest-wealth-management-incorporated-173668", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307477, "name": "Quincy Wells Advisors, LLC", "name_as_filed": "QUINCY WELLS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/quincy-wells-advisors-llc-chicago-il-307477", "city": "Chicago", "state": "IL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 149205, "name": "R. W. Stanley Investment Planning", "name_as_filed": "R. W. 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