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.

Fiduciary Financial Partners, LLC, based out of Naperville, IL, is a distinguished investment advisory firm dedicated to managing the financial assets of high net worth individuals. With over 70 individual clients and an impressive $164,648,000 in assets under management, Fiduciary Financial Partners offers expert financial guidance and personalized investment strategies. With its strong local presence, Fiduciary Financial Partners operates from a single office in Naperville, IL. While the firm's primary focus lies in managing high net worth individual accounts, they also possess the expertise to oversee employer funds, although these represent less than 30% of their total assets under management. Notably, 93% of the assets they manage are discretionary, granting them the freedom to make investment decisions on behalf of their clients. Fiduciary Financial Partners employs a team of 7 dedicated professionals, 5 of whom specialize in providing comprehensive investment advisory services. Each investment advisor, on average, manages approximately $32,930,000 in assets, ensuring that clients receive the utmost attention and tailored strategies to meet their financial goals. The firm's compensation structure is designed to align with client interests and offers various options, including a percentage of assets under management, fixed fees, and hourly charges. This transparent approach underscores their commitment to providing exceptional service and maintaining client satisfaction. Fiduciary Financial Partners boasts a group of highly experienced advisors, including renowned professionals like John Hillman, Nicholas Economos, and Miaciah Manuel, who have dedicated their careers to delivering superior financial advice and building long-term client relationships. With their extensive knowledge and expertise, Fiduciary Financial Partners is well-equipped to navigate the complexities of the financial landscape, ensuring the financial success and security of their esteemed clientele.

Sentinus, LLC is a leading regional investment advisory firm headquartered in Oakbrook, IL, with two offices strategically located to serve a diverse client base. With 35 dedicated professionals, Sentinus excels in delivering comprehensive investment advisory services, 25 of whom are focused on providing expert investment advice to clients. Their team boasts extensive industry experience and deep knowledge of the financial markets. With an impressive average of approximately $173,570,000 in assets under management per investment advisor, Sentinus surpasses the industry average, showcasing their ability to generate outstanding results for their clients. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment of interests between the firm and their valued clientele. Sentinus, LLC has established itself as a trusted partner for over 450 individual clients, who collectively entrust the firm with over $605,946,000 in assets under management. While employer funds comprise a significant portion of their managed assets, they also possess the capability to effectively manage 401K and individual accounts. An impressive 88% of the assets they manage are done so on a discretionary basis, highlighting the firm's expertise in making sound investment decisions on behalf of their clients. In addition to their investment advisory services, Sentinus, LLC also serves as an insurance broker or agent, further enhancing their comprehensive suite of financial solutions. The firm's commitment to excellence is evident in the caliber of their team, including some of the longest tenured advisors such as Tyler Qualio, Kyle Depasquale, and Andrew Atseff. Their collective expertise and dedication contribute to Sentinus' reputation as a go-to resource for individuals and businesses seeking personalized and effective financial guidance.

Liberty Asset Management, Inc., a small investment advisory firm based out of Willowbrook, IL, is renowned for its exceptional financial expertise. With over 220 individual clients and an impressive $107,391,000 in assets under management, they have established themselves as trusted partners in wealth management. Their deep understanding of employer 401Ks and individual investments enables them to deliver tailored strategies and achieve remarkable results. At the core of Liberty Asset Management's approach is their commitment to discretion and client satisfaction. A remarkable 93% of the assets they manage are handled with utmost care and expertise, ensuring optimal growth and risk management. Their compensation structure reflects their dedication, with a variety of options, including a percentage of assets under management, aligning their interests with their clients'. With a team of three highly skilled investment advisors, Liberty Asset Management ensures personalized attention to each client's unique financial goals. The average assets under management per investment advisor stands at an impressive $35,800,000, demonstrating their ability to handle substantial portfolios effectively. The firm boasts a strong track record of success, attributed in part to the expertise of its longest tenured advisors. Richard Holmberg, Loren Williams, and James Mosteller have each played pivotal roles in Liberty Asset Management's growth and reputation. Their extensive experience and unwavering commitment to excellence have earned them the trust and loyalty of their clients. Liberty Asset Management, Inc. continues to be a leading force in the investment advisory space, offering comprehensive solutions and exceptional service to its diverse clientele. Their dedication to providing tailored strategies and consistently delivering impressive results sets them apart in the industry.

Paulson Wealth Management Inc. is a reputable investment advisory firm based in Wheaton, IL. With a team of eight dedicated professionals, they specialize in providing expert financial guidance and services to their esteemed clientele. Three of their highly skilled advisors focus specifically on investment advisory services, ensuring that clients receive tailored strategies to meet their unique financial goals. With an impressive track record, Paulson Wealth Management Inc. manages an average of approximately $190,120,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is flexible, incorporating a variety of options such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures alignment with their clients' interests and emphasizes their commitment to delivering results. Boasting a substantial client base of over 180 individuals, Paulson Wealth Management Inc. manages assets worth more than $261,466,000. Their expertise primarily caters to high net worth individuals, with a focus on managing discretionary assets, which account for a remarkable 89% of the total assets under their purview. While 401K and individual accounts represent a smaller portion of their assets, they possess the capability to effectively manage employer funds. Paulson Wealth Management Inc. operates from a single office in Wheaton, IL, establishing a local presence and fostering close relationships with their clients. The firm takes pride in its experienced team, including some of the longest-tenured advisors like Ryan Kaczmarek, Holly Daniel, and Nathan Paulson. Their dedication, combined with their commitment to excellence, has positioned Paulson Wealth Management Inc. as a trusted partner in achieving financial success.

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.

Arbor Financial Services, LLC, headquartered in Downers Grove, IL, is a reputable small investment advisory firm with a strong presence in the financial industry. With over 240 individual clients, they boast an impressive $109,989,000 in assets under management. Specializing in employer 401Ks and individual investments, Arbor Financial Services, LLC has gained extensive experience in this space, earning the trust of their clients. The firm's commitment to excellence is reflected in their discretionary management approach, where 100% of the assets they handle are managed on behalf of their clients. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring they cater to diverse client needs. Arbor Financial Services, LLC operates from a single office, but its impact is far-reaching. Their team of seven dedicated professionals includes three investment advisors, each managing an average of approximately $36,660,000 in assets. The firm prides itself on its experienced staff, with notable long-serving advisors like Andrew Krajewski, Paul Beran, and Peter Claeys, who have consistently provided valuable insights and guidance to their clients. As a trusted partner in financial planning, Arbor Financial Services, LLC combines their expertise, personalized service, and commitment to help clients navigate the complexities of the financial world. With a focus on achieving long-term financial goals, they continue to thrive and provide exceptional advisory services to their discerning clientele.

First Trust Advisors LP, headquartered in Wheaton, IL, is a prominent regional investment advisory firm with a rich history of providing exceptional financial services. With a team of 637 dedicated professionals, a small fraction of whom specialize in investment advisory services, they have established themselves as a trusted partner for individuals and institutions alike. Impressively, First Trust Advisors LP maintains an average of $201,720,000 in assets under management per investment advisor, significantly surpassing industry standards. Their compensation structure encompasses various methods, such as a percentage of assets under management and fixed fees, ensuring alignment with client goals. As a testament to their expertise, First Trust Advisors LP boasts a substantial client base of over 1,230 individuals, whose combined assets under management exceed $190,452,000,000. Of these assets, an impressive 72% are under discretionary management, reflecting clients' trust in the firm's decision-making capabilities. In addition to their investment advisory services, First Trust Advisors LP offers specialized assistance as a commodity pool operator or commodity trading advisor, catering to both registered and exempt entities. With three strategically located offices, First Trust Advisors LP maintains a strong local presence, enabling them to serve clients effectively and build lasting relationships. Notably, the firm is home to esteemed advisors with extensive tenures, including James Bowen, Robert Carey, and Charles Bradley, whose expertise further enhances the firm's reputation for delivering top-tier financial guidance. Overall, First Trust Advisors LP stands out as a leading investment advisory firm, known for its exceptional performance, comprehensive services, and commitment to client success.

VIA IV INVESTMENTS, LLC is a reputable investment advisory firm based out of Burr Ridge, IL. With a team of four highly skilled professionals, they specialize in providing comprehensive investment advisory services to their valued clients. With an impressive average of approximately $793,290,000 in assets under management per investment advisor, VIA IV Investments stands out for its exceptional performance in the industry. Their compensation structure is designed to align with the success of their clients, incorporating various types such as a percentage of assets under management and performance-based fees. This approach ensures that their advisors are motivated to deliver exceptional results and maximize client returns. VIA IV Investments proudly serves over 530 individual clients, managing more than $188,848,000 in assets. Notably, half of their assets under management come from employer 401Ks or individuals, showcasing their extensive experience and expertise in this particular area. Demonstrating their commitment to client satisfaction, VIA IV Investments manages 100% of their clients' assets on a discretionary basis, providing a high level of trust and confidence. With their main office located in Burr Ridge, IL, VIA IV Investments has established itself as a prominent player in the investment advisory field. The firm boasts a team of seasoned professionals, including Scott Mann, Jeffrey Coyner, and Jeffrey Holland, who have demonstrated exceptional dedication and expertise throughout their tenure. VIA IV Investments, LLC's outstanding track record, high asset under management per advisor, and expertise in managing employer 401Ks and individual assets make them a trusted partner for individuals and organizations seeking sound investment advice and superior financial management services.

Calamos Wealth Management LLC, headquartered in Naperville, IL, is a highly regarded regional investment advisory firm with a strong focus on providing exceptional wealth management services. With over 710 individual clients, the firm boasts an impressive $3,088,095,000 in assets under management. Calamos Wealth Management caters to a diverse clientele, primarily composed of high-net-worth individuals seeking personalized financial solutions. Operating from five offices, Calamos Wealth Management offers comprehensive investment strategies tailored to meet the unique needs and goals of each client. While the firm's assets under management are predominantly discretionary, they also possess the expertise to effectively manage employer funds. Their holistic approach encompasses a variety of compensation structures, including a percentage of assets under management and fixed fees, ensuring alignment with client objectives. With a total of 35 dedicated employees, including 26 investment advisors, Calamos Wealth Management maintains a favorable advisor-to-assets ratio. The firm's investment advisors, who average approximately $118,770,000 in assets under management per advisor, deliver personalized guidance and expertise to their clients. Notably, Calamos Wealth Management boasts a team of experienced advisors, including Richard Gotterer, Scott Poulin, and Stephen Perl, who have contributed to the firm's success and longevity. As a trusted partner in wealth management, Calamos Wealth Management LLC continues to provide exceptional financial guidance, delivering customized strategies that align with their clients' financial goals and aspirations.

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.