Virtue Asset Management LLC, a small investment advisory firm based out of Barrington, IL, is dedicated to providing exceptional financial services to its clients. With over 20 individual clients and a remarkable $127,522,000 in assets under management, they have established themselves as a trusted partner in wealth management. Serving high net worth individuals predominantly, Virtue Asset Management LLC takes pride in their ability to deliver personalized investment strategies tailored to each client's unique goals. With three strategically located offices, the firm ensures accessibility and convenience for their clientele. The team at Virtue Asset Management LLC consists of two experienced employees, all of whom are committed to delivering comprehensive investment advisory services. Their compensation structure is diverse and includes a percentage of assets under management, ensuring a mutual alignment of interests between the firm and its clients. Virtue Asset Management LLC demonstrates expertise in discretionary management, as 94% of the assets they oversee fall under this category. The firm's average assets under management per investment advisor stand at approximately $63,760,000, which aligns with the industry average. The company takes pride in the longevity of their registered advisors, with Robert Finley and David Valenti boasting impressive tenures. Their extensive experience, combined with a client-centric approach, allows Virtue Asset Management LLC to build enduring relationships based on trust and success. As they continue to navigate the dynamic landscape of investment management, Virtue Asset Management LLC remains committed to providing superior financial guidance and helping their clients achieve their long-term financial objectives.

Clearwater Capital Partners, a local investment advisory firm based out of Hoffman Estates, IL, is dedicated to providing comprehensive financial solutions to its clients. With over 550 individual clients and a remarkable $1,052,163,000 in assets under management, the firm has established a strong reputation in the industry. While specializing in managing employer funds, Clearwater Capital Partners also offers services for 401K and individual accounts, although they represent less than 30% of their total assets under management. A notable aspect is that 87% of the assets they manage are discretionary, demonstrating their expertise in making strategic investment decisions. The firm's compensation structure is diverse, including various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows them to cater to the unique needs and preferences of their clients. With a team of 18 employees, 12 of whom are dedicated to providing investment advisory services, Clearwater Capital Partners ensures personalized attention and a high level of expertise for each client. Their investment advisors manage an average of approximately $87,680,000 in assets, which aligns with the industry average. Clearwater Capital Partners boasts a roster of experienced professionals, including John Sleeting, Alan Krause, and John Chapman, who have been with the firm for a significant period, contributing to its continued success. With their client-centric approach, extensive experience, and impressive track record, Clearwater Capital Partners is well-positioned to guide their clients towards their financial goals.

Beacon Wealth Advisors, LLC, a small investment advisory firm based in McHenry, IL, is dedicated to providing comprehensive wealth management solutions to their clients. With over 540 individual clients and a remarkable $136,800,000 in assets under management, Beacon Wealth Advisors offers personalized financial planning and investment strategies tailored to meet each client's unique needs. As an established player in the investment advisory industry, Beacon Wealth Advisors excels in managing both employer 401Ks and individual portfolios, leveraging their extensive experience in this space. All of the firm's assets under management, which are valued at 100% discretion, are handled by their team of highly skilled investment advisors. Beacon Wealth Advisors' compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of four dedicated employees, all of whom are committed to delivering top-notch investment advisory services, the firm ensures that each client receives personalized attention and guidance throughout their financial journey. Notably, Beacon Wealth Advisors takes pride in their team's expertise and experience. Among the firm's longest-tenured advisors are Mark Wolter, Joshua Pratt, and Chris Morgan, who have played instrumental roles in maintaining the firm's reputation for excellence. In summary, Beacon Wealth Advisors, LLC is a trusted partner for individuals and businesses seeking professional guidance in managing their wealth. With their extensive client base, impressive assets under management, and a team of experienced advisors, they remain committed to delivering exceptional financial solutions to help clients achieve their long-term financial goals.

Retirement Income Strategies, LLC, a small investment advisory firm based out of Evansville, WI, is dedicated to helping individuals and employers effectively manage their retirement assets. With over 380 individual clients and a substantial $98,523,000 in assets under management, they have established a strong reputation in the industry. The firm operates from four offices, strategically positioned to serve their clients' needs efficiently. Specializing in retirement planning, Retirement Income Strategies, LLC offers comprehensive services that include managing employer 401(k) plans and individual retirement portfolios. Their expertise and experience make them highly qualified to handle complex retirement income strategies for both employers and employees. All of the assets they manage, totaling 100%, are discretionary, providing clients with peace of mind and trust in their financial decisions. Retirement Income Strategies, LLC offers various compensation structures to meet the diverse needs of their clients. These structures include a percentage of assets under management, hourly charges, and subscription fees, allowing clients to choose a payment method that aligns with their preferences. With a team of five dedicated employees, including two experienced investment advisors, Retirement Income Strategies, LLC ensures personalized and attentive service to each client. On average, each investment advisor manages approximately $49,260,000 in assets under management, which is consistent with the industry average. The firm takes pride in its knowledgeable team, including Kristian Finfrock, one of the longest-tenured registered advisors, who has been with the company since 2022. With their extensive expertise and commitment to clients' financial success, Retirement Income Strategies, LLC is a trusted partner for retirement planning and investment management.

Vermillion Financial Advisors, Inc. is a reputable investment advisory firm based out of South Barrington, Illinois. With its primary office located in the heart of the city, Vermillion Financial Advisors has established itself as a trusted local resource for comprehensive financial guidance. Comprising a dedicated team of 10 professionals, 7 of whom specialize in providing expert investment advisory services, the firm prides itself on delivering personalized solutions to meet the unique needs of each client. With an impressive average of approximately $37,920,000 in assets under management per investment advisor, Vermillion Financial Advisors ensures that its clients' portfolios receive the attention and expertise they deserve. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning interests with their valued clientele. While the firm manages a diverse range of investment vehicles, including employer funds, it predominantly focuses on catering to the needs of high-net-worth individuals. The firm's expertise extends to managing over $265,442,000 in assets under management for more than 200 individual clients. Vermillion Financial Advisors excels in crafting strategies that preserve and grow wealth, drawing upon their years of experience and industry knowledge. Notably, the firm boasts a team of seasoned advisors, with notable individuals such as Jeffrey Pearce, Robert Hanson, and Mark Laspisa who have established long tenures at the company. Their expertise and commitment to providing exceptional service have contributed significantly to the firm's success and reputation. As Vermillion Financial Advisors continues to serve the South Barrington community and beyond, their unwavering dedication to clients and comprehensive financial solutions solidify their position as a leading investment advisory firm in the region.

Neuenschwander Asset Management, LLC is a highly reputable investment advisory firm located in McFarland, WI. With a single office, the firm has established itself as a trusted partner for clients seeking comprehensive investment advisory services. Boasting a team of three experienced professionals, Neuenschwander Asset Management, LLC is committed to delivering tailored financial strategies that align with each client's unique goals. As an established player in the industry, Neuenschwander Asset Management, LLC manages an impressive average of approximately $37,190,000 in assets per investment advisor. Their compensation structure is designed to ensure alignment with clients' interests, offering a range of options such as a percentage of assets under management and fixed fees. Distinguished by their expertise in managing employer 401Ks and individual accounts, Neuenschwander Asset Management, LLC has earned a solid reputation for excellence in this space. Demonstrating their commitment to client satisfaction, all assets managed by the firm are done so on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. With a substantial client base of over 140 individuals, Neuenschwander Asset Management, LLC oversees a remarkable $111,574,000 in assets under management. Notably, the firm boasts a team of seasoned advisors, including Timothy Neuenschwander, James Murphy, and Roy Neuenschwander, who bring extensive industry experience and wisdom to their clientele. Driven by a commitment to personalized service and exceptional financial management, Neuenschwander Asset Management, LLC continues to provide comprehensive investment advisory solutions to clients in McFarland, WI, and beyond.

Dibenedetto & Associates Ltd is a reputable investment advisory firm headquartered in Loves Park, IL. With a single office location, the firm specializes in providing comprehensive investment advisory services to a diverse clientele. Their team consists of three experienced professionals dedicated to delivering personalized financial solutions. With an average assets under management (AUM) of approximately $76,490,000 per investment advisor, Dibenedetto & Associates Ltd maintains a competitive standing within the industry. Their compensation structure encompasses various models, including a percentage of AUM, hourly charges, and fixed fees, ensuring flexibility and alignment with clients' needs. While their AUM from 401K and individual accounts accounts for less than 30% of their portfolio, Dibenedetto & Associates Ltd possesses the expertise and capability to effectively manage employer funds. A significant portion, 93% of the assets they oversee, are managed on a discretionary basis, reflecting the trust clients place in their expertise. In addition to their investment advisory services, Dibenedetto & Associates Ltd extends its offerings to insurance brokerage and agent services. Catering to over 180 individual clients, they manage an impressive portfolio of assets totaling over $229,456,000. The firm boasts a team of seasoned advisors, with notable individuals like Jeffrey Dibenedetto, Alex Dibenedetto, and Charles Dibenedetto, who have contributed to its long-standing success. Their extensive experience and dedication ensure that clients receive expert guidance and effective strategies tailored to their unique financial objectives. Dibenedetto & Associates Ltd continues to uphold its commitment to excellence, providing trusted financial advice and delivering tangible results to its valued clients.

Voyager Capital Management, LLC, headquartered in Lake Geneva, WI, is a reputable investment advisory firm with a proven track record in the industry. With two offices, the firm operates with a dedicated team of four skilled professionals, two of whom specialize in providing expert investment advisory services. They manage a substantial average of approximately $92,340,000 in assets under management per investment advisor, aligning well with the industry average. Voyager Capital Management, LLC adopts a comprehensive compensation structure that caters to diverse client needs, including a percentage of assets under management, hourly charges, and fixed fees. A significant portion of their assets under management is derived from employer 401Ks and individual investors, showcasing their extensive expertise and experience in this particular area. Notably, the firm exercises discretionary control over an impressive 98% of the assets they manage, further solidifying their commitment to delivering tailored investment strategies. With over 210 individual clients and a remarkable $184,689,000 in assets under management, Voyager Capital Management, LLC has cultivated strong relationships built on trust and reliable financial stewardship. The firm boasts a team of highly tenured advisors, such as Rachael Nickelsen, Robert Anderson, and Darwin Logterman, who contribute their wealth of knowledge and expertise to clients' investment success. As a small investment advisory firm, Voyager Capital Management, LLC distinguishes itself by delivering personalized financial solutions while maintaining the highest standards of professionalism and integrity. With a steadfast commitment to helping clients achieve their financial goals, the firm continues to build a reputation for excellence within the Lake Geneva community and beyond.

Third Street Advisors, LLC is a prominent local investment advisory firm headquartered in Geneva, IL, with a reputation for delivering exceptional financial services. With over 110 individual clients and assets under management totaling over $90,389,000, the company has established itself as a trusted partner in wealth management. Operating from two well-appointed offices, Third Street Advisors offers a comprehensive range of services, including being a registered representative of a broker-dealer, insurance broker, or agent. While specializing in managing employer funds, the firm also handles 401K and individual accounts, which constitute less than 30% of their impressive asset portfolio. Notably, Third Street Advisors boasts discretionary authority over 25% of the assets they manage, reflecting the level of trust their clients place in their expertise. The firm's primary focus is on high net worth individuals, who form the majority of their client base. With a compensation structure that includes various types, such as a percentage of assets under management, Third Street Advisors ensures alignment with their clients' financial goals. The company employs a total of seven professionals, with six dedicated to providing top-notch investment advisory services. On average, each investment advisor manages approximately $15,060,000 in assets. Nicholas Snow, Matthew Alexander, and Sheila Baker are among the firm's most experienced advisors, with a long-standing commitment to serving clients with unwavering dedication and expertise. Third Street Advisors, LLC continues to deliver exceptional financial guidance, solidifying their position as a trusted leader in the investment advisory industry.

Bates Financial Advisors, Inc. is a reputable investment advisory firm headquartered in Rockford, IL. With over 630 individual clients and more than $550,507,000 in assets under management, Bates Financial Advisors has established itself as a trusted partner in the financial industry. They operate from two offices, serving a diverse range of clients in the local community. With a strong focus on employer 401K plans and individual investment strategies, Bates Financial Advisors boasts extensive experience in this specialized area. Approximately 50% of their assets under management are derived from these sources, reflecting their expertise and success in managing such portfolios. Notably, 98% of the assets they oversee are under their discretion, allowing them to exercise prudent decision-making on behalf of their clients. Bates Financial Advisors offers a flexible compensation structure that includes a variety of options. Clients can choose between a percentage-based fee tied to their assets under management, hourly charges, or fixed fees. This tailored approach ensures that clients can select a payment arrangement that best suits their needs and preferences. The firm maintains a dedicated team of 10 employees, with 6 of them actively providing investment advisory services. Each investment advisor at Bates Financial Advisors manages an average of approximately $91,750,000 in assets, aligning with the industry average. The firm takes pride in the expertise and commitment of its team, with several long-tenured advisors, including Jennifer Schwarze, Thomas Cherington, and Andrew Waggoner, who have built enduring client relationships based on trust and personalized service.

Hendricks Wealth And Estate Management, a local investment advisory firm headquartered in West Dundee, IL, has been catering to the financial needs of individuals and employers for years. With over 680 individual clients and a staggering $274,008,000 in assets under management, the firm has established a solid reputation in the industry. Boasting three offices strategically located to serve their clientele efficiently, Hendricks Wealth And Estate Management possesses extensive experience in managing employer 401Ks and individual investments, accounting for approximately half of their assets under management. An impressive 98% of the assets they oversee are handled on a discretionary basis, showcasing their expertise and trustworthiness in managing clients' financial portfolios. Hendricks Wealth And Estate Management offers a flexible compensation structure, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, or fixed fees. With a team of five highly skilled employees, all dedicated to providing exceptional investment advisory services, the firm ensures personalized attention and tailored financial solutions for each client. The firm's investment advisors, including seasoned professionals like Sean Hendricks, Nanette Kastner, and James Hendricks, bring a wealth of experience and expertise to the table. With an average of approximately $54,800,000 in assets under management per investment advisor, Hendricks Wealth And Estate Management remains on par with the industry average. Whether seeking guidance on retirement planning, asset allocation, or estate management, clients can trust Hendricks Wealth And Estate Management to provide comprehensive financial solutions backed by years of industry knowledge and a commitment to achieving their clients' financial goals.