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.

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.

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.

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.