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.

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.

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.

OFM Wealth, a small investment advisory firm based in Orland Park, IL, specializes in managing assets for high net worth individuals. With over 150 individual clients and more than $260,483,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates out of three offices and provides a range of services, including acting as an insurance broker or agent. While employer funds make up a significant portion of their assets under management, 401K and individual accounts represent less than 30% of their total. Remarkably, 96% of the assets OFM Wealth manages are discretionary, showcasing their expertise in providing personalized and tailored investment solutions. The compensation structure at OFM Wealth is multifaceted, offering various options such as a percentage of assets under management and hourly charges. With a total of six employees, three of whom are dedicated to providing investment advisory services, they maintain an average of approximately $86,830,000 in assets under management per investment advisor, on par with industry standards. OFM Wealth boasts a team of experienced professionals, including long-standing advisors such as Matthew Schaap, Cristine Marik, and Sam Ogrizovich, who bring a wealth of knowledge and expertise to their clients. Their commitment to building lasting relationships and delivering exceptional financial guidance sets them apart in the competitive wealth management landscape. As OFM Wealth continues to grow and serve its clients, their dedication to comprehensive financial planning and exemplary customer service remains unwavering.

RPC Private Wealth, LLC, based out of Hinsdale, IL, is a small investment advisory firm that provides personalized financial solutions. With a single office, RPC Private Wealth, LLC is dedicated to delivering comprehensive investment advisory services to its clients. The firm boasts an impressive average of approximately $187,210,000 in assets under management per investment advisor, significantly surpassing the industry average. RPC Private Wealth, LLC operates on a diverse compensation structure that includes a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial goals. They have established themselves as experts in managing employer 401Ks and individual portfolios, as these sources account for roughly half of their assets under management. Moreover, an outstanding 99% of the assets they manage are discretionary, providing clients with a high level of trust and confidence. With over 280 individual clients and more than $187,214,000 in assets under management, RPC Private Wealth, LLC demonstrates a track record of success and client satisfaction. Thomas Westrick, one of the longest-tenured registered advisors, has been an integral part of the firm since 2018. His expertise and dedication contribute to the firm's reputation for delivering exceptional financial advisory services. RPC Private Wealth, LLC aims to provide personalized investment strategies tailored to each client's unique financial objectives. Through their experienced team and commitment to excellence, they strive to help clients navigate the complexities of wealth management and achieve their long-term financial goals.

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.

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.

MPI Wealth Management LLC is a distinguished investment advisory firm located in Hinsdale, IL. With their main office situated in this vibrant community, they serve a wide range of clients seeking expert financial guidance. Comprising a team of three dedicated professionals, including two registered investment advisors, MPI Wealth Management LLC offers comprehensive investment advisory services. Their collective expertise and commitment to excellence have earned them a reputable standing within the industry. With an impressive average of approximately $116,710,000 in assets under management per investment advisor, MPI Wealth Management LLC demonstrates a solid track record in managing clients' financial portfolios. They leverage their deep understanding of the market and employ a discretionary approach, managing 100% of the assets entrusted to them. MPI Wealth Management LLC boasts a diverse client base of over 10 individuals, with an impressive total of more than $233,425,000 in assets under management. Among their accomplished team, David Pequet and Matthew Pequet have established themselves as the longest-tenured registered advisors, providing invaluable expertise and fostering enduring relationships with their clients. The firm's compensation structure encompasses various types, including a percentage of assets under management. This aligns their interests with the success of their clients' investments, fostering a mutually beneficial partnership. With a commitment to personalized financial strategies and a strong foundation in investment advisory services, MPI Wealth Management LLC remains dedicated to helping their clients achieve their financial goals. Through their expertise, integrity, and tailored approach, they continue to deliver exceptional results to their esteemed clientele.

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.

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.