{ "path": "/advisors/il", "url": "https://advisorcensus.com/advisors/il/page/6", "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": 6, "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": 290487, "name": "CMT Asset Management LLC", "name_as_filed": "CMT ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cmt-asset-management-llc-chicago-il-290487", "city": "Chicago", "state": "IL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152715, "name": "Cogent Strategic Wealth LLC", "name_as_filed": "COGENT STRATEGIC WEALTH LLC", "url": "https://advisorcensus.com/firm/cogent-strategic-wealth-llc-chicago-il-152715", "city": "Chicago", "state": "IL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339112, "name": "Cohen Capital", "name_as_filed": "COHEN CAPITAL", "url": "https://advisorcensus.com/firm/cohen-capital-chicago-il-339112", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307725, "name": "Cold Bore Capital", "name_as_filed": "COLD BORE CAPITAL", "url": "https://advisorcensus.com/firm/cold-bore-capital-chicago-il-307725", "city": "Chicago", "state": "IL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307503, "name": "Como Asset Management II, LLC", "name_as_filed": "COMO ASSET MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/como-asset-management-ii-llc-chicago-il-307503", "city": "Chicago", "state": "IL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 292618, "name": "Companions on Your Journey", "name_as_filed": "COMPANIONS ON YOUR JOURNEY", "url": "https://advisorcensus.com/firm/companions-on-your-journey-292618", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304169, "name": "Composure Wealth Management, LLC", "name_as_filed": "COMPOSURE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/composure-wealth-management-llc-chicago-il-304169", "city": "Chicago", "state": "IL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 123352, "name": "Comprehensive Planning, Inc.", "name_as_filed": "COMPREHENSIVE PLANNING, INC.", "url": "https://advisorcensus.com/firm/comprehensive-planning-inc-123352", "city": null, "state": null, "years_registered": 37, "raum_band": "not_reported", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 287829, "name": "Conifer Bay Capital LLC", "name_as_filed": "CONIFER BAY CAPITAL LLC", "url": "https://advisorcensus.com/firm/conifer-bay-capital-llc-winnetka-il-287829", "city": "Winnetka", "state": "IL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123225, "name": "Conrad A. May, CPA, P.C.", "name_as_filed": "CONRAD A. MAY, CPA, P.C.", "url": "https://advisorcensus.com/firm/conrad-a-may-cpa-p-c-123225", "city": null, "state": null, "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 309585, "name": "Considerate Capital, LLC", "name_as_filed": "CONSIDERATE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/considerate-capital-llc-309585", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326917, "name": "Constellation Wealth Capital", "name_as_filed": "CONSTELLATION WEALTH CAPITAL", "url": "https://advisorcensus.com/firm/constellation-wealth-capital-chicago-il-326917", "city": "Chicago", "state": "IL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 326673, "name": "Continuum Management Partners LLC", "name_as_filed": "CONTINUUM MANAGEMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/continuum-management-partners-llc-chicago-il-326673", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111100, "name": "Contour Financial", "name_as_filed": "CONTOUR FINANCIAL", "url": "https://advisorcensus.com/firm/contour-financial-orland-park-il-111100", "city": "Orland Park", "state": "IL", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315145, "name": "Convexitas", "name_as_filed": "CONVEXITAS", "url": "https://advisorcensus.com/firm/convexitas-chicago-il-315145", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315257, "name": "Convexity Investments LLC", "name_as_filed": "CONVEXITY INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/convexity-investments-llc-315257", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123886, "name": "Copia Financial Solutions, Inc.", "name_as_filed": "COPIA FINANCIAL SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/copia-financial-solutions-inc-123886", "city": null, "state": null, "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310859, "name": "Copperwood Financial", "name_as_filed": "COPPERWOOD FINANCIAL", "url": "https://advisorcensus.com/firm/copperwood-financial-burr-ridge-il-310859", "city": "Burr Ridge", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285865, "name": "Corazon Group LLC", "name_as_filed": "CORAZON GROUP LLC", "url": "https://advisorcensus.com/firm/corazon-group-llc-chicago-il-285865", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162814, "name": "Core Capital Management, LLC", "name_as_filed": "CORE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/core-capital-management-llc-chicago-il-162814", "city": "Chicago", "state": "IL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 293334, "name": "Core Industrial Partners, LLC", "name_as_filed": "CORE INDUSTRIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/core-industrial-partners-llc-chicago-il-293334", "city": "Chicago", "state": "IL", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 337985, "name": "Corgi Strategies, LLC", "name_as_filed": "CORGI STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/corgi-strategies-llc-chicago-il-337985", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113635, "name": "Cornerstone Asset Management, Inc.", "name_as_filed": "CORNERSTONE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cornerstone-asset-management-inc-naperville-il-113635", "city": "Naperville", "state": "IL", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 38995, "name": "Correll Co. Investment Services Corp.", "name_as_filed": "CORRELL CO. INVESTMENT SERVICES CORP.", "url": "https://advisorcensus.com/firm/correll-co-investment-services-corp-hickory-hills-il-38995", "city": "Hickory Hills", "state": "IL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123955, "name": "COX Financial Group, Ltd.", "name_as_filed": "COX FINANCIAL GROUP, LTD.", "url": "https://advisorcensus.com/firm/cox-financial-group-ltd-schaumburg-il-123955", "city": "Schaumburg", "state": "IL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110593, "name": "Coyle", "name_as_filed": "COYLE", "url": "https://advisorcensus.com/firm/coyle-glenview-il-110593", "city": "Glenview", "state": "IL", "years_registered": 44, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 104764, "name": "Cozad Asset Management Inc", "name_as_filed": "COZAD ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cozad-asset-management-inc-champaign-il-104764", "city": "Champaign", "state": "IL", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171581, "name": "Creation Investments", "name_as_filed": "CREATION INVESTMENTS", "url": "https://advisorcensus.com/firm/creation-investments-chicago-il-171581", "city": "Chicago", "state": "IL", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306903, "name": "Creekmur Asset Management, LLC", "name_as_filed": "CREEKMUR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/creekmur-asset-management-llc-morton-il-306903", "city": "Morton", "state": "IL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153801, "name": "Crescendo Financial Planners Inc.", "name_as_filed": "CRESCENDO FINANCIAL PLANNERS INC.", "url": "https://advisorcensus.com/firm/crescendo-financial-planners-inc-153801", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170912, "name": "Crescent Grove Advisors", "name_as_filed": "CRESCENT GROVE ADVISORS", "url": "https://advisorcensus.com/firm/crescent-grove-advisors-lake-forest-il-170912", "city": "Lake Forest", "state": "IL", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288566, "name": "Cresset Asset Management, LLC", "name_as_filed": "CRESSET ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cresset-asset-management-llc-chicago-il-288566", "city": "Chicago", "state": "IL", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 155606, "name": "Cressey & Company LP", "name_as_filed": "CRESSEY & COMPANY LP", "url": "https://advisorcensus.com/firm/cressey-and-company-lp-chicago-il-155606", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 311944, "name": "CRG Fund Manager, LLC", "name_as_filed": "CRG FUND MANAGER, LLC", "url": "https://advisorcensus.com/firm/crg-fund-manager-llc-chicago-il-311944", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333938, "name": "Crowley Capital Management LLC", "name_as_filed": "CROWLEY CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/crowley-capital-management-llc-333938", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123467, "name": "Crown Financial Group, Inc.", "name_as_filed": "CROWN FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/crown-financial-group-inc-arlington-heights-il-123467", "city": "Arlington Heights", "state": "IL", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 163356, "name": "Cruz Investments & Wealth Management", "name_as_filed": "CRUZ INVESTMENTS & WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cruz-investments-and-wealth-management-aurora-il-163356", "city": "Aurora", "state": "IL", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157296, "name": "Crystal Rock Capital Management, LLC.", "name_as_filed": "CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/crystal-rock-capital-management-llc-bannockburn-il-157296", "city": "Bannockburn", "state": "IL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 128032, "name": "CSH Investment Management", "name_as_filed": "CSH INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/csh-investment-management-taylorville-il-128032", "city": "Taylorville", "state": "IL", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110960, "name": "CTS Financial Planning, Inc.", "name_as_filed": "CTS FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/cts-financial-planning-inc-chicago-il-110960", "city": "Chicago", "state": "IL", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292259, "name": "Cultivian Sandbox", "name_as_filed": "CULTIVIAN SANDBOX", "url": "https://advisorcensus.com/firm/cultivian-sandbox-chicago-il-292259", "city": "Chicago", "state": "IL", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168817, "name": "Cultivian Sandbox Venture Management, LLC", "name_as_filed": "CULTIVIAN SANDBOX VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cultivian-sandbox-venture-management-llc-chicago-il-168817", "city": "Chicago", "state": "IL", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332511, "name": "Cura Wealth Advisors, LLC", "name_as_filed": "CURA WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cura-wealth-advisors-llc-chicago-il-332511", "city": "Chicago", "state": "IL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134249, "name": "Curi Capital, LLC", "name_as_filed": "CURI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/curi-capital-llc-chicago-il-134249", "city": "Chicago", "state": "IL", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 305455, "name": "Curtis Root Investment Services", "name_as_filed": "CURTIS ROOT INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/curtis-root-investment-services-tuscola-il-305455", "city": "Tuscola", "state": "IL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 140754, "name": "Cypress Capital 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"compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 277118, "name": "CYR Financial Inc.", "name_as_filed": "CYR FINANCIAL INC.", "url": "https://advisorcensus.com/firm/cyr-financial-inc-hennepin-il-277118", "city": "Hennepin", "state": "IL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 331530, "name": "DA Wealth Advisors", "name_as_filed": "DA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/da-wealth-advisors-331530", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": "Champaign", "msa_name": 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