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.

Watershed Private Wealth LLC, based in Oak Brook, IL, is a small investment advisory firm dedicated to providing personalized financial guidance and wealth management solutions. With their main office in Oak Brook, they serve a diverse clientele seeking expert advice on investment strategies and financial planning. Comprised of a tight-knit team of two dedicated professionals, Watershed Private Wealth LLC offers comprehensive investment advisory services to a range of clients, including high net worth individuals, families, and businesses. Their advisors boast extensive experience in the industry, with Brendan Moody and Joshi Koneru being among the firm's longest tenured registered advisors. With an average of approximately $92,880,000 in assets under management per investment advisor, Watershed Private Wealth LLC maintains a solid standing in the industry. While their compensation structure includes a percentage of assets under management, they also cater to various client needs by offering different fee arrangements. Watershed Private Wealth LLC primarily focuses on managing discretionary assets, which account for an impressive 99% of the total assets they handle. While individual accounts and 401Ks represent a smaller portion of their assets, they possess the expertise and capability to effectively manage employer funds. The firm currently serves over 30 individual clients, collectively entrusting Watershed Private Wealth LLC with over $185,753,000 in assets under management. With a commitment to building long-lasting client relationships, they prioritize personalized attention, meticulous analysis, and strategic investment planning to help their clients achieve their financial goals.

Calamos Advisors LLC, headquartered in Naperville, IL, is a prominent regional investment advisory firm with a strong reputation in the industry. With a team of 229 professionals, including 105 dedicated to investment advisory services, Calamos Advisors offers expert financial guidance to a diverse client base. Their impressive average of approximately $148,690,000 in assets under management per investment advisor surpasses the industry standard, reflecting their ability to deliver exceptional results for their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' interests. Calamos Advisors manages an extensive portfolio of over $33,763,270,000 in assets for more than 270 individual clients, all of which are handled on a discretionary basis. This discretionary approach grants the firm full authority to make investment decisions on behalf of their clients, maximizing flexibility and responsiveness. In addition to investment advisory services, Calamos Advisors also serves as a commodity pool operator or commodity trading advisor, adhering to regulatory requirements in this specialized area. With seven offices across the region, they provide localized support and maintain strong relationships with their clients. Notably, the firm boasts a team of highly experienced advisors, including long-tenured individuals such as Mark Mickey, Jason Lauderback, and Shawn Park, who contribute their extensive expertise to the firm's success. Calamos Advisors LLC continues to demonstrate its commitment to delivering superior financial solutions and growing its clients' wealth, solidifying its position as a trusted partner in the competitive investment advisory landscape.

BMO Direct Invest Inc. is a small investment advisory firm based out of Chicago, IL, with a dedicated team of four employees. With three of them specializing in investment advisory services, they offer expert financial guidance to a diverse range of clients. Their average assets under management per investment advisor stand at around $47,980,000, which is consistent with industry standards. As an advisory firm, BMO Direct Invest Inc. employs a compensation structure that incorporates various types, including a percentage of assets under management and performance-based fees. Their client base consists of over 80 individuals, who collectively entrust the firm with assets totaling more than $1,166,000. A significant portion of BMO Direct Invest Inc.'s assets under management, over 80%, comes from employer 401K plans and individual investors. This indicates their strong proficiency in managing 401K plans for both employers and employees alike. Additionally, the firm exclusively manages discretionary assets, giving them the flexibility to make independent investment decisions aligned with their clients' objectives. With one office in Chicago, BMO Direct Invest Inc. operates within a close-knit environment, fostering personalized relationships with their clients. The firm takes pride in their experienced advisors, including Steffan Harrison, Joseph Raucci, and Peyton Eckert, who have maintained long-standing tenures with the company. Overall, BMO Direct Invest Inc. offers comprehensive investment advisory services, leveraging their expertise to help clients navigate the complex financial landscape and achieve their investment goals.

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.

Capstone Financial Advisors Inc, based out of Downers Grove, IL, is a prominent local investment advisory firm with a strong presence in the financial industry. With 25 employees in total, 21 of whom provide investment advisory services, they have built a solid team of experienced professionals. Each investment advisor at Capstone Financial Advisors Inc manages an average of approximately $97.7 million in assets under management, which aligns with the industry average. The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows them to cater to a diverse range of clients and their specific needs. Capstone Financial Advisors Inc boasts an impressive client base, serving over 280 individual clients with assets under management totaling more than $1.82 billion. Their expertise lies in managing the assets of high-net-worth individuals, although they also possess the capability to handle employer funds, even though 401K and individual accounts represent less than 30% of their managed assets. As a testament to their commitment and expertise, 99% of the assets they manage are discretionary. Capstone Financial Advisors Inc operates from a single office in Downers Grove, IL. Some of the firm's most tenured and trusted advisors include John Kosik, Troy Bute, and J Verkamp, who have contributed significantly to the firm's success over the years.

Vertex Partners, a reputable investment advisory firm based in Downers Grove, IL, prides itself on providing exceptional financial services to a diverse clientele. With 14 dedicated employees, Vertex Partners offers comprehensive investment advisory services to individuals and institutions alike. On average, each investment advisor oversees approximately $91,730,000 in assets under management, aligning with industry standards. The firm's compensation structure encompasses various types, including performance-based fees, ensuring a strong focus on delivering results for their clients. Vertex Partners caters to over 480 individual clients, managing a substantial portfolio of assets totaling over $481,067,000. While the firm predominantly handles assets for high-net-worth individuals, they also possess the expertise and capability to manage employer funds, although these represent a smaller portion of their assets under management. Vertex Partners distinguishes itself by exclusively managing discretionary assets, reflecting their clients' trust in the firm's expertise and decision-making capabilities. Operating from a single office in Downers Grove, IL, the firm maintains a local presence while serving clients nationwide. Notably, Vertex Partners boasts a team of seasoned advisors, including Michael Bellis, Christopher Huston, and Justin Dagostino, who have demonstrated long-standing commitment to the firm's mission and clients. Committed to excellence, Vertex Partners leverages its industry knowledge and experience to deliver tailored investment strategies and exceptional service, establishing itself as a trusted partner in helping clients achieve their financial goals.

Forum Financial Management, LP, headquartered in Lombard, IL, is a prominent regional investment advisory firm with a solid reputation in the financial industry. With a total of 125 employees, 86 of whom are dedicated to providing top-notch investment advisory services, the company demonstrates its commitment to delivering expert financial guidance to clients. One of Forum Financial Management's distinguishing features is its exceptional average of approximately $147,500,000 in assets under management per investment advisor, surpassing the industry standard. This remarkable achievement highlights their proficiency in effectively growing and managing clients' investments. The company's compensation structure is carefully designed to align their interests with those of their clients. It incorporates various types of fees, such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial relationship. With an extensive client base of over 3,690 individuals, Forum Financial Management oversees an impressive $7,005,565,000 in assets under management. Although 401K and individual accounts comprise less than 30% of their total assets, the firm possesses the expertise and capability to effectively manage employer funds. Forum Financial Management boasts a high level of discretion in managing their clients' assets, as 99% of the assets they handle are under their discretionary control. This showcases the trust that clients place in the firm to make informed investment decisions on their behalf. With 44 offices spread across the region, Forum Financial Management is well-positioned to provide personalized financial advice and support to their diverse clientele. The company takes pride in its team of highly experienced advisors, including John Adam, Howard Kite, and Joseph Spokas, who have contributed significantly to the firm's long-standing success. Overall, Forum Financial Management, LP sets itself apart through its exceptional asset management performance, client-centric compensation structure, and a dedicated team of knowledgeable advisors, making them a sought-after choice for individuals and employers seeking expert financial guidance.

Stone Island Financial Planning, headquartered in Naperville, IL, is a highly esteemed investment advisory firm serving a diverse client base. With over 40 individual clients and a remarkable $141,167,000 in assets under management, the firm has established itself as a trusted partner in financial planning. Operating from two offices, Stone Island Financial Planning specializes in comprehensive investment management and offers expertise in managing employer funds alongside individual and 401K accounts. With a steadfast commitment to discretion, Stone Island Financial Planning exercises full discretionary control over 100% of the assets they manage. Catering primarily to high net worth individuals, the firm's skilled team provides personalized financial solutions tailored to meet each client's unique goals and aspirations. Their compensation structure reflects their dedication to client success, including various models such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Stone Island Financial Planning boasts a professional staff of five employees, with four of them serving as investment advisors. These knowledgeable advisors have an average of $35,290,000 in assets under management, exemplifying their expertise in guiding clients towards financial prosperity. Among the firm's esteemed registered advisors, Kristopher Johnson and Michael Mcalister stand out as the longest-tenured professionals, bringing invaluable experience and insight to the table. Stone Island Financial Planning is committed to building lasting relationships with clients, delivering top-notch financial planning services, and empowering individuals to achieve their financial objectives. With their unwavering dedication and impressive track record, the firm continues to solidify its position as a premier investment advisory firm in the Naperville, IL area.

Hinsdale Associates, a small investment advisory firm located in Hinsdale, IL, prides itself on its exceptional financial services and expertise. With four dedicated employees, including two seasoned investment advisors, the firm manages an impressive average of $5,161,350,000 in assets under management per advisor. This figure significantly surpasses the industry average, reflecting their proficiency in handling large portfolios. The compensation structure at Hinsdale Associates includes various types, such as a percentage of assets under management and performance-based fees. Their exceptional track record has attracted over 160 individual clients, entrusting the firm with a substantial $110,291,000 in assets under management. Notably, their extensive experience in managing employer 401Ks and individual assets has garnered them a prominent position in this market segment. A distinguishing factor of Hinsdale Associates is their complete discretionary management approach, where 100% of the assets they oversee are handled with expertise and autonomy. In addition to investment advisory services, they offer insurance brokerage and agent services, demonstrating their commitment to comprehensive financial solutions for their clients. Within the firm, Michael Urbik and William Lynch stand out as two of the longest-tenured registered advisors, embodying the depth of experience and knowledge that Hinsdale Associates brings to the table. With a single office location, the firm is dedicated to providing personalized and attentive service to their clientele. Hinsdale Associates' unwavering commitment to excellence, vast expertise in managing substantial assets, and comprehensive range of financial services make them a trusted partner for individuals and organizations seeking sound investment advice and reliable insurance solutions.

PINNACLE FINANCIAL GROUP LLC, based out of Western Springs, IL, is a small investment advisory firm specializing in providing comprehensive financial solutions to its clients. With a single office, the company is well-positioned to cater to the local community's diverse financial needs. Comprised of a team of 7 dedicated professionals, Pinnacle Financial Group LLC offers expert investment advisory services, with 3 advisors solely focusing on providing personalized investment strategies. These advisors boast an impressive track record, managing an average of approximately $140,510,000 in assets each, surpassing industry standards. The firm's compensation structure is flexible, incorporating various models such as a percentage of assets under management and hourly charges, ensuring clients can choose the option that best suits their requirements. Although 401K and individual accounts constitute less than 30% of their assets under management, Pinnacle Financial Group LLC has the capability to effectively manage employer funds. The company's success is evidenced by the fact that 94% of the assets they oversee are discretionary, highlighting their clients' trust in their expertise. Pinnacle Financial Group LLC primarily serves high net worth individuals, with over 200 individual clients entrusting them with more than $421,530,000 in assets. The firm prides itself on its experienced team, with long-tenured advisors such as Vincent Harambasic, Daniel Fitzgerald, and James Stork, who have contributed significantly to the company's growth and reputation. Their deep knowledge and commitment to their clients' financial well-being make Pinnacle Financial Group LLC a reliable partner in achieving financial success.

Rooted Wealth Advisors, a well-established investment advisory firm headquartered in Bourbonnais, IL, has built a solid reputation for providing comprehensive financial services. With five offices strategically located, they are accessible to clients throughout the region. Comprising a team of eight dedicated professionals, four of whom specialize in investment advisory services, Rooted Wealth Advisors possess the expertise to guide clients towards their financial goals. Each investment advisor manages an average of approximately $40,830,000 in assets, reflecting their commitment to personalized attention and meticulous portfolio management. The firm's compensation structure includes various types, notably a percentage of assets under management, ensuring a transparent and aligned approach with clients' financial interests. With extensive experience in managing employer 401Ks and individual portfolios, Rooted Wealth Advisors has earned a reputation for delivering outstanding results and tailored solutions in this domain. In addition to investment advisory services, Rooted Wealth Advisors also functions as an insurance broker or agent, further expanding their capabilities to meet clients' diverse financial needs. With over 550 individual clients and a total assets under management exceeding $163,317,000, Rooted Wealth Advisors has established enduring relationships with their clientele. The firm's success can be attributed in part to their experienced advisors, including Jackson Sheputis, Joseph Mateja, and John Savarino, who have provided exceptional service and guidance over the years. Rooted Wealth Advisors takes pride in their commitment to discretion, as 100% of the assets they manage are handled on a discretionary basis. This approach enables their expert advisors to make informed investment decisions that align with clients' objectives and risk tolerance.