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.

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.

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.

KEB Wealth Advisors is a prominent investment advisory firm based in Springfield, IL, with two offices catering to a diverse clientele. With a vast portfolio of over 260 individual clients and a staggering $799,316,000 in assets under management, the firm has firmly established itself as a trusted financial partner. While 401K and individual accounts account for less than 30% of their assets under management, KEB Wealth Advisors possesses the expertise and resources to efficiently manage employer funds. An impressive 92% of the assets they oversee are discretionary, demonstrating their clients' confidence in the firm's decision-making abilities. Catering primarily to high net worth individuals, KEB Wealth Advisors prides itself on delivering tailored investment solutions to meet the unique financial goals of each client. Their compensation structure is comprehensive and flexible, encompassing various types such as a percentage of assets under management and hourly charges. The firm boasts a dedicated team of 16 employees, with 11 specifically focused on providing exceptional investment advisory services. On average, each investment advisor oversees approximately $72,670,000 in assets under management, which aligns with the industry average. KEB Wealth Advisors values experience and expertise, and several of the firm's longest tenured advisors, including Susan Shackelford, James Erlacker, and Jonathan Carter, contribute to its legacy of success. With their combined knowledge and unwavering commitment to client satisfaction, KEB Wealth Advisors continues to be a leading force in the financial advisory industry, empowering individuals and businesses to achieve their financial aspirations.

Kovitz Investment Group Partners, LLC, headquartered in Chicago, IL, is a highly regarded regional investment advisory firm. With eight offices and a team of 92 professionals, including 44 dedicated to investment advisory services, Kovitz Investment Group Partners is committed to delivering exceptional financial expertise and personalized service to their clients. The firm manages a substantial portfolio, with over $7,293,645,000 in assets under management on behalf of more than 1,150 individual clients. What sets Kovitz Investment Group Partners apart is that 100% of the assets they manage are discretionary, allowing them the flexibility to make investment decisions on behalf of their clients. The firm's compensation structure is diverse, offering various fee types, such as a percentage of assets under management, subscription fees, fixed fees, and performance-based fees. This approach ensures alignment with clients' goals while rewarding the firm for its strong performance. Kovitz Investment Group Partners has an impressive average of approximately $165,760,000 in assets under management per investment advisor, surpassing the industry average. This highlights their ability to efficiently and effectively manage client portfolios. The firm takes pride in its experienced team, with several long-tenured advisors such as Mark Ott, William Lee, and Marc Brenner, who have been instrumental in the firm's success and have earned the trust of their clients over the years. Overall, Kovitz Investment Group Partners, LLC distinguishes itself as a trusted and accomplished investment advisory firm that consistently delivers exceptional results for its clients.

Sequoia Wealth Management, LLC is a trusted investment advisory firm based out of Barrington, IL. With 13 offices spread across the region, Sequoia Wealth Management provides comprehensive investment advisory services to individuals and employer 401K plans. Their team of 22 dedicated professionals possesses extensive expertise in managing a diverse range of investment portfolios. The firm's compensation structure is designed to align with their clients' needs, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Sequoia Wealth Management has cultivated strong relationships with their clients, and approximately half of their assets under management stem from employer 401Ks or individuals. This experience allows them to deliver tailored investment strategies to meet the unique requirements of this space. A notable aspect of Sequoia Wealth Management's approach is their discretionary management of 44% of the assets they oversee. This discretionary authority enables them to make timely investment decisions on behalf of their clients, ensuring swift responses to market conditions. In addition to investment advisory services, Sequoia Wealth Management also serves as a registered representative of a broker-dealer and acts as an insurance broker or agent. Their dedication to exceptional service has earned them a loyal clientele, with over 1,860 individual clients and an impressive $438,178,000 in assets under management. The firm boasts a team of highly experienced advisors, including Edward Scoby, Charles Ieuter, and Robert Lyman, who have been with Sequoia Wealth Management for many years. Their deep understanding of the financial industry further enhances the firm's ability to provide reliable and effective investment solutions to their valued clients.

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.

Vital Wealth Management, LLC, a small investment advisory firm based in Rosemont, IL, has been serving clients with unwavering commitment since its establishment. With over 210 individual clients and more than $194,754,000 in assets under management, they have established a solid reputation in the industry. The firm's expertise lies in managing employer 401Ks and individual investment portfolios, making up approximately half of their assets under management. With a notable 97% of assets being discretionary, Vital Wealth Management, LLC ensures flexibility and adaptability to meet clients' unique financial goals. Headquartered in Rosemont, IL, Vital Wealth Management, LLC operates from a single office, conveniently serving their client base. In addition to investment advisory services, they offer comprehensive insurance brokerage services, catering to their clients' diverse financial needs. Vital Wealth Management, LLC's compensation structure encompasses various models, including a percentage of assets under management and commissions. This flexible approach ensures alignment with clients' interests while providing competitive compensation to their talented team. With a total of two dedicated employees, all of whom provide investment advisory services, Vital Wealth Management, LLC maintains an optimal client-to-advisor ratio. Each investment advisor oversees an average of approximately $97,380,000 in assets under management, in line with industry standards. Robert Jackway and Anthony Kratofil are two of the longest-tenured registered advisors with Vital Wealth Management, LLC. Their extensive experience, combined with the firm's commitment to excellence, enables them to provide personalized and reliable financial guidance to their valued clients.

Insight Securities, Inc. is a well-established local investment advisory firm based out of Highland Park, IL. With over 180 individual clients and a remarkable $162,911,000 in assets under management, they have built a reputation for providing expert financial guidance. Boasting six offices, Insight Securities, Inc. caters to a diverse range of clients, offering comprehensive services including insurance brokerage. While their focus extends beyond 401K and individual accounts, which constitute less than 30% of their assets under management, Insight Securities, Inc. possesses the capability to effectively manage employer funds. An impressive feat, as all of the assets they oversee are under discretionary management, allowing clients to entrust their financial affairs with confidence. The firm's compensation structure is designed to accommodate various preferences, featuring options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. With a team of 24 dedicated professionals, 11 of whom specialize in investment advisory services, Insight Securities, Inc. ensures that each client receives personalized attention. Notably, the firm takes pride in its long-serving advisors, including Lawrence Shaw, Ricardo Llanos, and Jennifer Taub, who have played pivotal roles in establishing Insight Securities, Inc.'s strong foundation. Their expertise, combined with the firm's collective knowledge, allows them to average an impressive $14,810,000 in assets under management per investment advisor. Insight Securities, Inc. continues to be a trusted partner for individuals and businesses alike, delivering tailored investment strategies and financial solutions that align with their clients' unique goals and aspirations.

Chicago Capital, LLC is a local investment advisory firm based out of Chicago, IL. With 1 office and a team of 11 employees, they offer comprehensive investment advisory services to a diverse range of clients. Known for their expertise and professionalism, Chicago Capital, LLC manages a substantial amount of assets under management, averaging approximately $322,550,000 per investment advisor, which is significantly higher than the industry average. The firm's compensation structure is designed to align their interests with their clients'. They employ various types of compensation, including a percentage of assets under management and hourly charges, ensuring that their clients receive personalized and attentive service. Moreover, Chicago Capital, LLC exercises discretionary control over an impressive 99% of the assets they manage, highlighting their ability to make strategic investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Chicago Capital, LLC boasts a substantial client base of over 310 individual clients, with assets under management totaling more than $2,257,867,000. The firm takes pride in the longstanding tenure of some of their advisors, such as Malinda Distefano, Stacey Sargent, and David Mabie, who bring a wealth of experience and expertise to their clients' investment strategies. With a commitment to providing exceptional investment advisory services, Chicago Capital, LLC has established itself as a trusted partner for clients seeking professional guidance in managing their wealth and achieving their financial goals.

Stratford Investment Advisory Group, Inc., headquartered in Mt. Prospect, IL, is a distinguished investment advisory firm offering comprehensive financial services. With a team of highly skilled professionals, they specialize in delivering tailored investment solutions to their discerning clientele. With 1 total employee dedicated to providing top-notch investment advisory services, Stratford Investment Advisory Group, Inc. stands out for their commitment to excellence. With an impressive track record, the firm manages a substantial average of approximately $265,240,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management and fixed fees. With over 20 individual clients, Stratford Investment Advisory Group, Inc. expertly oversees a portfolio of assets worth more than $26,348,000. The firm's area of expertise lies in managing assets for high net worth individuals, where the majority of their assets under management are allocated. While 401K and individual accounts make up less than 30% of their assets, Stratford Investment Advisory Group, Inc. possesses the necessary expertise to effectively handle employer funds. Impressively, 90% of the assets they manage operate under discretionary management. Established in 1998, Stratford Investment Advisory Group, Inc. has cultivated a strong presence in the industry. Arthur Busby, one of the firm's longest tenured registered advisors, has been with the company since its inception, contributing to the firm's success and fostering enduring client relationships. With their unwavering commitment to providing superior financial guidance, Stratford Investment Advisory Group, Inc. continues to be a trusted partner for individuals seeking comprehensive and personalized investment solutions.