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.

Sage Private Wealth Group, LLC is a reputable investment advisory firm based out of Oakbrook Terrace, IL. With a strong presence in the local market, the firm caters to over 280 individual clients and manages a substantial portfolio of assets totaling over $286,360,000. Operating from two offices, Sage Private Wealth Group, LLC has established itself as a trusted partner in the financial industry. A distinguishing factor of the firm is its extensive experience in managing employer 401Ks and individual assets, which collectively contribute to approximately half of their impressive assets under management. Their expertise and track record in this space have garnered them a solid reputation among clients seeking reliable investment advisory services. As a testament to their commitment to excellence, Sage Private Wealth Group, LLC manages a significant portion of their clients' assets on a discretionary basis, amounting to an impressive 92%. This discretionary management approach enables the firm to make informed investment decisions on behalf of their clients, optimizing their portfolios for growth and mitigating risk. Sage Private Wealth Group, LLC boasts a diverse compensation structure tailored to meet the unique needs of their clients. This structure includes a percentage of assets under management as well as hourly charges, ensuring transparency and aligning their interests with the clients'. With a team of 13 dedicated employees, nearly all of whom provide investment advisory services, the firm maintains an impressive average of approximately $23,860,000 in assets under management per investment advisor. Notably, Sage Private Wealth Group, LLC takes pride in its long-tenured advisors, including Robert Borchardt, Khaled Taha, and Nickolas Brait, who have played instrumental roles in the firm's continued success.

Klaas Financial Asset Advisors, LLC. is a reputable investment advisory firm located in Loves Park, IL, with two offices serving the local community. With a team of 13 highly skilled professionals, nearly all of whom specialize in investment advisory services, Klaas Financial Asset Advisors offers comprehensive financial guidance to individuals and organizations. On average, each investment advisor manages approximately $39,860,000 in assets under management, demonstrating their expertise and ability to handle substantial portfolios. The firm's compensation structure is diverse, including options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. Notably, Klaas Financial Asset Advisors excels in managing employer 401Ks and individual investments, with approximately half of their assets under management coming from these sources. Their extensive experience in this space enables them to deliver effective strategies and maximize returns. Klaas Financial Asset Advisors, LLC. operates exclusively with discretionary authority, meaning they have full discretion to make investment decisions on behalf of their clients. This approach allows for swift and decisive actions in response to market conditions, enhancing the firm's ability to navigate changing investment landscapes successfully. With a robust client base of over 900 individuals, Klaas Financial Asset Advisors manages an impressive $478,281,000 in assets. The firm takes pride in its experienced team, including long-tenured advisors such as Kyle Kite, Craig Klaas, and Maleeah Wernsing-Cuevas, who contribute their wealth of knowledge and expertise to the firm's continued success. Klaas Financial Asset Advisors, LLC. is dedicated to providing exceptional investment advisory services, helping clients achieve their financial goals and secure their financial future.

Inspirion Wealth Advisors, LLC is a well-established investment advisory firm based out of Libertyville, IL. With a total of 13 dedicated employees, 9 of whom specialize in providing comprehensive investment advisory services, the firm boasts a strong team of knowledgeable professionals. In terms of assets under management (AUM), Inspirion Wealth Advisors maintains an impressive average of approximately $57,260,000 per investment advisor, which aligns with the industry average. Their compensation structure reflects their commitment to client success, offering various types including a percentage of AUM, fixed fees, and performance-based fees. With a client base of over 370 individuals, Inspirion Wealth Advisors manages a significant amount of assets totaling more than $915,285,000. While the majority of these assets are for high-net-worth individuals, the firm also handles 401(k) and individual accounts, although they represent less than 30% of their AUM. Moreover, they possess the capability to manage employer funds, further expanding their reach. In addition to investment advisory services, Inspirion Wealth Advisors also operates as a registered representative of a broker-dealer, as well as an insurance broker or agent, broadening their scope of expertise. The firm takes pride in its local roots, being deeply ingrained in the Libertyville community, and maintains two office locations to better serve their clientele. Notably, Inspirion Wealth Advisors boasts a team of seasoned advisors, with notable names such as Mark Holmertz, Noah Seidenberg, and Myron Hazen among their longest-tenured professionals. Their collective experience and dedication to their clients have positioned the firm as a trusted and reliable resource for wealth management and investment advisory services.

Piershale Financial Group, Inc. is a reputable investment advisory firm headquartered in Barrington, IL, with a strong presence in the financial industry. With their main office located in Barrington, they cater to a diverse clientele seeking expert financial guidance. Boasting a total of 8 skilled professionals, 4 of whom specialize in investment advisory services, Piershale Financial Group, Inc. demonstrates a commitment to providing comprehensive financial solutions. With an average of $66,020,000 in assets under management per investment advisor, Piershale Financial Group, Inc. maintains an industry-average performance. The firm's compensation structure is designed to align with their clients' needs and preferences, encompassing various options such as a percentage of assets under management and fixed fees. Distinguishing themselves in the industry, Piershale Financial Group, Inc. has cultivated considerable expertise in managing employer 401Ks and individual assets, which constitute around half of their impressive $264,093,000 in total assets under management. Moreover, an outstanding 92% of the assets they handle are under discretionary management, indicating a high level of trust placed in the firm's expertise. With over 370 individual clients benefitting from their services, Piershale Financial Group, Inc. has established long-standing relationships in the financial community. Their team of dedicated advisors, including the experienced Michael Piershale, Bahman Barzideh, and Matthew Nadeau, exemplifies the firm's commitment to providing reliable and knowledgeable guidance to their clients. Piershale Financial Group, Inc. combines their extensive industry experience, tailored compensation structure, and commitment to client satisfaction to solidify their position as a trusted and sought-after investment advisory firm in Barrington, IL, and beyond.

Clune & Associates is a reputable investment advisory firm headquartered in Chicago, IL. With three offices strategically located, the firm offers comprehensive financial services to clients seeking expert guidance. With a team of five dedicated professionals, including three experienced investment advisors, Clune & Associates delivers tailored solutions to meet the unique needs of each client. Renowned for their exceptional wealth management capabilities, Clune & Associates boasts an impressive average of approximately $144,570,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is flexible, incorporating a range of options such as a percentage of assets under management, hourly charges, and fixed fees. While specializing in discretionary asset management, the firm caters to a diverse clientele, with high net worth individuals comprising the majority of their assets under management. Moreover, Clune & Associates is equipped to handle employer funds, although 401K and individual accounts account for less than 30% of their assets. In addition to their investment advisory services, Clune & Associates also serves as an insurance broker or agent, providing clients with comprehensive coverage options to safeguard their assets and mitigate risk. With a loyal base of over 60 individual clients and a remarkable $433,704,000 in assets under management, Clune & Associates has established itself as a trusted partner in the financial realm. The firm takes pride in its seasoned advisors, including John Burns, Randolph Hardy, and Eileen Clune, who have amassed extensive industry experience, further solidifying Clune & Associates' commitment to delivering exceptional financial expertise and client satisfaction.

Abound Wealth Management, LLC, headquartered in Franklin, TN, is a trusted local investment advisory firm. With a single office, they are committed to delivering personalized financial solutions to their clients. Boasting a team of 26 skilled professionals, including 16 dedicated investment advisors, they provide comprehensive advisory services. The firm maintains an impressive average of $49,200,000 in assets under management per investment advisor, reflecting their expertise in wealth management. Abound Wealth Management, LLC follows a diverse compensation structure, which includes methods such as a percentage of assets under management and hourly charges. While the firm primarily focuses on managing assets for high net worth individuals, they also possess the capability to oversee employer funds. Discretionary management is a key feature of their service, as they handle 100% of the assets they manage. Abound Wealth Management, LLC's strong reputation is evident in their extensive client base, which includes over 270 individuals. Their expertise in managing high-value assets has enabled them to accumulate an impressive $787,153,000 in assets under management. Noteworthy among the firm's staff are experienced advisors such as Bo Hanson, John Preston, and Carter Thomas, who have established long-standing tenures with Abound Wealth Management, LLC. Their commitment to client success and the firm's dedication to providing exceptional financial solutions have contributed to their continued growth and success in the industry.

Mendel Money Management Inc, based out of Northbrook, IL, is a well-established investment advisory firm with a strong focus on high net worth individuals. With over 130 individual clients and an impressive $263,971,000 in assets under management, Mendel Money Management Inc provides personalized and comprehensive financial solutions. With its sole office located in Northbrook, Mendel Money Management Inc caters to a diverse range of clients, offering a range of services tailored to their unique needs. While the firm manages various types of accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise to handle employer funds as well. Mendel Money Management Inc operates under a discretionary model, managing 100% of the assets entrusted to them. Their compensation structure is flexible, accommodating different client preferences and includes a percentage of assets under management, hourly charges, and fixed fees. The firm prides itself on its experienced team, consisting of six dedicated employees, three of whom provide investment advisory services. With an average of approximately $87,990,000 in assets under management per investment advisor, Mendel Money Management Inc's advisors perform at par with the industry average. The firm's longevity and success can be attributed to the expertise and commitment of their advisors. Notable individuals include Mark Burka, Bradley Mendel, and Barry Mendel, who have served the firm as some of its longest-tenured advisors, contributing to its reputation and growth.

GEOWEALTH MANAGEMENT LLC is a reputable local investment advisory firm headquartered in Chicago, IL, operating from two strategically located offices. With a total of 45 dedicated employees, 14 of whom specialize in providing comprehensive investment advisory services, Geowealth Management stands out as a trusted partner for individuals and businesses seeking financial guidance. As an industry leader, Geowealth Management boasts an impressive average of approximately $539,020,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client needs. One of Geowealth Management's core strengths lies in managing employer 401K plans and individual investments, as over 80% of their assets under management come from these sources. They possess extensive expertise and qualifications in optimizing 401K plans for both employers and employees, ensuring optimal retirement solutions. With 39% of their managed assets being discretionary, Geowealth Management demonstrates a keen ability to make informed investment decisions that align with client goals. Their commitment to personalized service is evident in their vast client base of over 43,000 individuals, with a staggering $7,546,227,000 in assets under management. Geowealth Management takes pride in its team of highly experienced advisors, including John Hannah, Colin Falls, and Ivo Ivanov, who have been with the firm for an extended period. Their deep industry knowledge and commitment to client success contribute to Geowealth Management's reputation as a trusted and reliable investment advisory firm.

Wealth Management Group, L.L.C. is a renowned local investment advisory firm based in Inverness, IL. With over 820 individual clients and a staggering $528,150,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Having two offices, Wealth Management Group caters to a diverse range of clients, including employer 401Ks and high net worth individuals. What sets Wealth Management Group apart is their expertise in managing discretionary assets. They pride themselves on providing personalized and comprehensive investment advisory services, ensuring their clients' financial goals are met. Their compensation structure is flexible, including a percentage of assets under management and hourly charges, which allows them to accommodate various client preferences. With a team of seven skilled professionals, Wealth Management Group offers a wealth of knowledge and experience in the investment industry. Their investment advisors average approximately $75,450,000 in assets under management, which aligns with the industry average. Among the firm's notable advisors are Thomas Gruszka, David Bolanos, and Michael Sullivan, who have remained dedicated to serving clients for a considerable period. Wealth Management Group, L.L.C. is committed to building long-term relationships with their clients based on trust, integrity, and transparency. They strive to provide exceptional financial guidance, helping clients navigate the complexities of wealth management and achieve their financial aspirations.