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.

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.

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.

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.

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.

Performance Wealth is a local investment advisory firm based out of Hinsdale, IL, with a strong presence in the financial industry. With three offices, the firm caters to a diverse client base, serving over 300 individual clients and managing an impressive $1,901,033,000 in assets. Specializing in discretionary asset management, Performance Wealth takes responsibility for 99% of the assets they manage, providing high-net-worth individuals with comprehensive and personalized financial solutions. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. With 11 total employees, seven of whom are dedicated to investment advisory services, Performance Wealth boasts a skilled and experienced team. Their average assets under management per investment advisor amount to approximately $271,580,000, exceeding the industry average and reflecting their expertise in handling substantial portfolios. At Performance Wealth, longevity and continuity are highly valued. The firm benefits from the extensive experience of advisors such as John Salvino, Alfred Salvino, and Ivana Vukanic, who have been with the company for a significant period. Their expertise and commitment contribute to the firm's success in delivering top-notch investment advisory services. As a trusted partner in wealth management, Performance Wealth is committed to helping clients achieve their financial objectives through personalized investment strategies. With a focus on high-net-worth individuals, the firm combines expert guidance, tailored solutions, and a client-centric approach to provide exceptional service and drive long-term success.

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.

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.