Mesirow Financial Investment Management, Inc., headquartered in Chicago, IL, is a well-established regional investment advisory firm. With a total workforce of 197 employees, 100 of whom specialize in investment advisory services, Mesirow Financial caters to a diverse client base. They manage an impressive $43,288,550,000 in assets under management for over 12,860 individual clients, showcasing their extensive experience in the industry. The firm's investment advisors have an average of approximately $68,500,000 in assets under management, a figure that aligns with the industry average. Mesirow Financial's compensation structure is flexible, offering different options such as a percentage of assets under management, hourly charges, and fixed fees. With a comprehensive range of services, Mesirow Financial stands out as a versatile firm. While they have expertise in managing employer funds, they also handle individual accounts and 401K plans, albeit representing less than 30% of their total assets under management. Impressively, 97% of the assets they manage are under their discretion. Mesirow Financial Investment Management, Inc. operates across 15 offices, delivering personalized service to clients throughout the region. The firm takes pride in its experienced team of advisors, with notable figures like James Kilbane, Luis Villarejo, and Nancy Anderson serving as some of the longest-tenured professionals within the company. In addition to their core investment advisory services, Mesirow Financial also offers commodity pool operator or commodity trading advisor services, whether registered or exempt from registration. This further diversifies their capabilities and positions them as a comprehensive financial management solution for their clients.

Alera Investment Advisors, LLC, based out of Deerfield, IL, is a reputable regional investment advisory firm with a distinguished track record. With 62 dedicated employees, 52 of whom specialize in providing top-notch investment advisory services, Alera is committed to delivering exceptional financial guidance to its clients. The firm boasts an impressive average of approximately $23,360,000 in assets under management per investment advisor, a testament to their expertise and ability to navigate the complex financial landscape. Alera Investment Advisors, LLC caters to a diverse clientele, serving over 1,260 individual clients with a remarkable $1,155,663,000 in assets under management. While a significant portion of their assets under management is derived from non-individual accounts, such as employer funds, the firm maintains the capability to effectively manage 401Ks and individual accounts. Notably, 98% of the assets entrusted to Alera are managed on a discretionary basis, highlighting the trust and confidence their clients have in their investment strategies. Operating from 11 strategically located offices, Alera Investment Advisors, LLC is well-positioned to serve clients across the region. The firm takes pride in its team of experienced professionals, including seasoned advisors Tina Hohman, Gigi Verrey, and John Fisher, who have demonstrated remarkable dedication and expertise throughout their tenure. Alera's compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees to ensure alignment with individual needs and preferences. With a strong commitment to delivering personalized financial solutions and a proven history of success, Alera Investment Advisors, LLC continues to be a trusted partner for individuals and organizations seeking expert investment guidance in the ever-changing financial landscape.

MPS-LORIA FINANCIAL PLANNERS, LLC: Empowering Financial Success for High Net Worth Individuals MPS-Loria Financial Planners, LLC is a trusted investment advisory firm headquartered in Burr Ridge, IL, catering to a diverse clientele seeking personalized financial solutions. With a remarkable track record and unwavering commitment to client satisfaction, they have amassed over 460 individual clients and currently manage assets exceeding $544,113,000. Focusing on comprehensive financial planning, MPS-Loria Financial Planners, LLC excels in crafting tailored investment strategies to maximize wealth accumulation and achieve long-term financial goals. While adept at managing 401K and individual accounts, their expertise extends beyond to include the management of employer funds, adding a dynamic dimension to their service offerings. Notably, 94% of the assets entrusted to MPS-Loria Financial Planners, LLC are under discretionary management, providing clients with the peace of mind that comes from professional expertise and informed decision-making. Their seasoned team of eight employees, including five dedicated investment advisors, possesses a deep understanding of market trends and financial intricacies. MPS-Loria Financial Planners, LLC prides itself on its client-centric approach and transparent compensation structure. Their fee arrangements encompass various models, such as a percentage of assets under management and hourly charges, ensuring alignment with clients' unique needs and preferences. At the heart of MPS-Loria Financial Planners, LLC's success lie its exceptional advisors, with Michael Pauritsch, Richard Loria, and Kenneth Daemicke among the firm's most tenured and esteemed professionals. Their collective expertise, combined with the firm's average assets under management per investment advisor of approximately $108,820,000, positions MPS-Loria Financial Planners, LLC as a reliable choice in the industry. With a reputation built on integrity, knowledge, and exceptional service, MPS-Loria Financial Planners, LLC stands ready to guide high net worth individuals towards financial prosperity and a secure future.

Sikich Financial is a well-established investment advisory firm located in Springfield, IL. With its extensive network, the company caters to a diverse client base, serving over 680 individual clients with a substantial $486,376,000 in assets under management. Operating from nine offices, Sikich Financial has built a strong presence in the local financial landscape. With a deep understanding of employer 401Ks and individual accounts, approximately half of their assets under management are derived from these sources. This expertise positions the firm as a trusted partner for employers and individuals seeking effective investment strategies. Notably, Sikich Financial manages all assets under a discretionary framework, empowering their advisors to make informed decisions on behalf of their clients. The firm's compensation structure reflects their commitment to delivering value and aligning interests. It encompasses multiple types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows clients to choose the most suitable compensation model for their needs. Sikich Financial boasts a team of 21 experienced professionals, with nearly all of them specializing in investment advisory services. On average, each investment advisor manages approximately $25,600,000 in assets under management. The firm takes pride in its long-tenured advisors, including Keith Walle, Robert Paoni, and Julie Krehbiel, who have contributed to the company's success with their extensive industry knowledge and dedication to client satisfaction.

Troxell Financial, a reputable investment advisory firm based in Springfield, IL, prides itself on its exceptional financial services. With a dedicated team of seven highly skilled professionals, including five specialized investment advisors, Troxell Financial surpasses industry standards with an average of $462,950,000 in assets under management per advisor. This high level of expertise allows them to effectively navigate the complex financial landscape on behalf of their diverse clientele. The firm's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees. Troxell Financial's commitment to client success is evident through their management of over 290 individual accounts, which total an impressive $665,915,000 in assets. While 401K and individual accounts make up less than 30% of their managed assets, the firm possesses the capability to oversee employer funds, enhancing their comprehensive service offerings. With 64% of their managed assets being discretionary, Troxell Financial exercises expert judgment and decision-making on behalf of their clients, ensuring optimal outcomes. In addition to their investment advisory services, they also serve as an insurance broker or agent, providing comprehensive coverage options tailored to individual needs. Troxell Financial operates from two conveniently located offices, and boasts a team of seasoned advisors, including Scott Norris, Erin Crumly, and Ryan Davlin, who have demonstrated unwavering commitment to their clients over the years. Through their unwavering dedication, Troxell Financial has built a solid reputation as a trusted local partner in helping individuals and businesses achieve their financial goals.

Robert Gordon & Associates Inc is a reputable small investment advisory firm based out of Springfield, IL. With over 660 individual clients, they manage an impressive $265,856,000 in assets. Their expertise lies in employer 401Ks and individual investment management, constituting nearly half of their assets under management. The firm's impressive track record and extensive experience in this space have earned them a solid reputation. With 75% of their assets managed on a discretionary basis, Robert Gordon & Associates Inc provides their clients with comprehensive and personalized investment strategies. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet diverse client needs. Robert Gordon & Associates Inc boasts a dedicated team of seven employees, with four of them specializing in investment advisory services. Each investment advisor manages an average of $66,460,000 in assets, aligning with industry standards. The firm takes pride in the tenure of their advisors, with notable names such as Nicholas Gordon, Robert Gordon, and Richard Stone having extensive experience and a long-standing commitment to their clients' financial success. With a strong focus on client satisfaction and a solid track record, Robert Gordon & Associates Inc has built enduring relationships in the investment advisory industry. Their Springfield office serves as a hub for providing personalized financial guidance and growing and preserving their clients' wealth.

Skinner, Copper & Ehmen Wealth Management, LLC is a distinguished investment advisory firm located in Springfield, IL. With a dedicated team of six professionals, they offer a comprehensive range of investment advisory services to their esteemed clients. Each investment advisor maintains an average of approximately $87,630,000 in assets under management, which falls in line with the industry average. The firm boasts a significant client base of over 380 individuals, with their combined assets under management surpassing $463,338,000. While individual accounts and 401K plans make up less than 30% of their total assets, Skinner, Copper & Ehmen Wealth Management, LLC possesses the expertise and capability to effectively manage employer funds. Notably, 10% of the assets they oversee are discretionary, allowing them to make informed investment decisions on behalf of their clients. Operating out of a single office in Springfield, Skinner, Copper & Ehmen Wealth Management, LLC takes pride in their local presence, ensuring personalized attention and strong client-advisor relationships. The firm's long-standing advisors, including James Copper, Melanie Lesko, and Lawrence Davsko, bring a wealth of experience and tenure to the organization, solidifying its reputation for excellence. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' financial goals. Skinner, Copper & Ehmen Wealth Management, LLC strives to provide sound financial advice and tailored investment strategies to help their clients navigate the complexities of the ever-changing market landscape. With their expertise and client-centric approach, they remain committed to assisting individuals in achieving their long-term financial objectives.

Benchmark Capital Group Ltd. is a reputable investment advisory firm based out of Galena, IL. With a team of four dedicated professionals, three of whom provide investment advisory services, the company offers expert financial guidance to its clients. Drawing from its extensive experience in the industry, Benchmark Capital Group Ltd. manages an impressive average of approximately $36,020,000 in assets under management per investment advisor. The firm's compensation structure is diversified, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. With over 130 individual clients, Benchmark Capital Group Ltd. oversees a substantial portfolio totaling more than $129,705,000 in assets under management. A significant portion of these assets is managed for high net worth individuals, indicating the firm's expertise in catering to this specific clientele. Employer 401Ks and individual investors contribute to approximately half of the assets under management, showcasing Benchmark Capital Group Ltd.'s proficiency in this area. Furthermore, an impressive 98% of the assets they handle are discretionary, granting the firm the flexibility to make informed investment decisions on behalf of their clients. Operating from three strategically located offices, Benchmark Capital Group Ltd. has established a strong presence in Galena, IL. The firm boasts a team of seasoned advisors, including Thomas Kaminski, Richard Hahn, and David Swisher, who have displayed unwavering commitment and loyalty to the company. With their collective expertise and dedication, Benchmark Capital Group Ltd. continues to provide exceptional investment advisory services to its diverse client base.

PR Wealth Management Group is a small investment advisory firm based out of East Moline, IL, with two offices. With four dedicated employees, PR Wealth Management Group provides comprehensive investment advisory services to its clients. Their team of experienced advisors manages an impressive average of $28,420,000 in assets under management per investment advisor. The firm's compensation structure is designed to align with their clients' needs and includes various types, such as a percentage of assets under management and hourly charges. Notably, PR Wealth Management Group excels in managing employer 401Ks and individual assets, accounting for approximately half of their assets under management. Their expertise in this area is backed by a successful track record. A significant portion of the assets under PR Wealth Management Group's management, specifically 94%, is discretionary. This allows the firm to make informed investment decisions on behalf of their clients, considering their individual financial goals and risk tolerance. With a client base of over 590 individuals, PR Wealth Management Group boasts an impressive $113,684,000 in assets under management. The firm's success can be attributed, in part, to the dedication and experience of their longest tenured advisors, including David Perry, Joshua Robinson, and Gregory Feese. PR Wealth Management Group prides itself on providing personalized investment advisory services, tailored to meet the unique needs of each client. Their commitment to excellence and their clients' financial well-being positions them as a trusted partner in wealth management in the East Moline area and beyond.

Quad City Investment Center is a local investment advisory firm based out of Moline, IL. With two offices, they are conveniently located to serve their clientele in the Quad City area. With a total of seven dedicated employees, Quad City Investment Center provides comprehensive investment advisory services to individuals and businesses alike. Their team of experienced professionals includes five investment advisors who specialize in managing clients' portfolios and providing expert financial advice. On average, each investment advisor oversees approximately $52,640,000 in assets under management, which aligns with the industry average. Quad City Investment Center offers a flexible compensation structure to their advisors, including a percentage of assets under management. They cater to a diverse client base, with less than 30% of their assets under management coming from 401K and individual accounts. However, the firm possesses the expertise and capability to effectively manage employer funds. The majority of the assets managed by Quad City Investment Center, approximately 75%, are discretionary, showcasing their commitment to providing proactive investment strategies tailored to individual client goals and risk tolerance. With over 270 individual clients entrusting their financial well-being to Quad City Investment Center, the firm manages a substantial amount of assets totaling over $263,197,000. The longevity and stability of the firm are exemplified by advisors such as Gregory Bauer, Amber Brummit, and David Howell, who have been with the company for many years, earning the trust and respect of their clients. Quad City Investment Center is dedicated to helping individuals and businesses navigate the complexities of the financial market, providing personalized investment solutions and striving for long-term success for their clients.

David Vaughan Investments, LLC, a regional investment advisory firm based out of Peoria, IL, caters to a diverse clientele of over 620 individual clients. With a remarkable $3,937,269,000 in assets under management, the company boasts an extensive portfolio and a solid reputation in the financial industry. While 401K and individual accounts make up less than 30% of their assets, David Vaughan Investments, LLC has the expertise and capacity to effectively manage employer funds. With a commitment to excellence, they exercise complete discretion in managing 100% of the assets entrusted to them. Specializing in serving high-net-worth individuals, the firm demonstrates a deep understanding of their clients' unique financial needs and aspirations. They provide tailored investment strategies and solutions to help clients grow and protect their wealth. David Vaughan Investments, LLC's compensation structure is designed to align their interests with their clients' success. Their flexible fee options include a percentage of assets under management as well as fixed fees, ensuring transparency and fairness. The firm's team comprises 41 dedicated professionals, all of whom are well-versed in providing exceptional investment advisory services. With an average of $96,030,000 in assets under management per investment advisor, David Vaughan Investments, LLC maintains an industry-average level of productivity. Notably, several of the firm's advisors, including Todd Sheridan, Stephen Hinrichs, and Lawrence Williams IV, have been with the company for an extended period. Their extensive experience and knowledge contribute to the firm's overall expertise and success in meeting clients' financial goals.