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.

Vital Wealth Management, LLC, a small investment advisory firm based in Rosemont, IL, has been serving clients with unwavering commitment since its establishment. With over 210 individual clients and more than $194,754,000 in assets under management, they have established a solid reputation in the industry. The firm's expertise lies in managing employer 401Ks and individual investment portfolios, making up approximately half of their assets under management. With a notable 97% of assets being discretionary, Vital Wealth Management, LLC ensures flexibility and adaptability to meet clients' unique financial goals. Headquartered in Rosemont, IL, Vital Wealth Management, LLC operates from a single office, conveniently serving their client base. In addition to investment advisory services, they offer comprehensive insurance brokerage services, catering to their clients' diverse financial needs. Vital Wealth Management, LLC's compensation structure encompasses various models, including a percentage of assets under management and commissions. This flexible approach ensures alignment with clients' interests while providing competitive compensation to their talented team. With a total of two dedicated employees, all of whom provide investment advisory services, Vital Wealth Management, LLC maintains an optimal client-to-advisor ratio. Each investment advisor oversees an average of approximately $97,380,000 in assets under management, in line with industry standards. Robert Jackway and Anthony Kratofil are two of the longest-tenured registered advisors with Vital Wealth Management, LLC. Their extensive experience, combined with the firm's commitment to excellence, enables them to provide personalized and reliable financial guidance to their valued clients.

Walled Lake Planning & Wealth Management, LLC is a local investment advisory firm based out of Highland Park, IL. With their office serving as a hub of financial expertise, the company is committed to providing comprehensive wealth management services to their clients. Boasting a team of six skilled professionals, five of whom specialize in investment advisory services, they offer expert guidance to individuals and employers alike. With an average of $95,460,000 in assets under management per investment advisor, Walled Lake Planning & Wealth Management, LLC maintains an industry-standard performance. Their compensation structure is diverse, including a percentage of assets under management, ensuring a mutually beneficial arrangement for both the firm and their clients. Notably, approximately half of the assets under their management are derived from employer 401Ks or individuals, showcasing their competence in this sector. Walled Lake Planning & Wealth Management, LLC handles all managed assets on a discretionary basis, giving them the authority to make investment decisions on behalf of their clients. In addition to their wealth management expertise, they also serve as an insurance broker or agent, offering a comprehensive range of financial services to cater to their clients' diverse needs. With an impressive roster of over 270 individual clients, Walled Lake Planning & Wealth Management, LLC manages assets worth more than $477,311,000. The firm takes pride in its team of experienced advisors, including industry veterans such as Zachary Walters, Louis Klieger, and Howard Klieger, who have played integral roles in the firm's long-standing success.

Great Point Advisors, LLC, a local investment advisory firm based out of Chicago, IL, is committed to providing exceptional financial guidance to its clients. With one office, the company has established a reputation for its expertise in investment advisory services. Led by a team of 17 experienced professionals, Great Point Advisors, LLC caters to a diverse clientele. The firm boasts an impressive average of approximately $1,170,000 in assets under management per investment advisor. To ensure transparency and align its interests with clients', Great Point Advisors, LLC offers various compensation structures, including a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, the company possesses the capability to manage employer funds. Great Point Advisors, LLC primarily focuses on serving high net worth individuals, who entrust the firm with their substantial assets. The company takes pride in its extensive portfolio, managing over $19,922,000 in assets for more than 20 individual clients. Notably, Great Point Advisors, LLC is home to several long-tenured advisors, including Daniel Bramschreiber, John Ferrick, and Jody Gunderson, who bring a wealth of experience and insight to the team. With a client-centric approach and a team of dedicated professionals, Great Point Advisors, LLC is poised to continue delivering exceptional investment advisory services to clients in the Chicago area and beyond.

Precise Investment Management, Inc. is a reputable investment advisory firm based in Highland Park, IL, catering to a diverse clientele of high net worth individuals. With over 30 individual clients and an impressive $72,761,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from two offices, Precise Investment Management, Inc. offers comprehensive financial services to their discerning clients. While they primarily focus on discretionary management of high net worth individual accounts, they also possess the capability to handle employer funds. Notably, 100% of the assets they manage are under their discretion, ensuring a proactive approach to investment decision-making. The firm's compensation structure is flexible and includes various models such as a percentage of assets under management and hourly charges. This enables Precise Investment Management, Inc. to tailor their services to meet the unique needs of each client. With a team of seven dedicated professionals, including four experienced investment advisors, Precise Investment Management, Inc. combines expertise and personalized attention to deliver exceptional results. Each investment advisor manages an average of approximately $18,190,000 in assets under management, highlighting their commitment to maintaining strong client relationships. David Graff, one of the firm's registered advisors, has been an integral part of Precise Investment Management, Inc. since 2019, bringing valuable experience and insight to the team. His tenure reflects the firm's dedication to cultivating lasting relationships with both clients and employees. Overall, Precise Investment Management, Inc. stands out as a boutique investment advisory firm, providing comprehensive financial solutions and personalized service to a discerning clientele in Highland Park, IL, and beyond.

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.

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.

Wintrust Investments, a reputable regional investment advisory firm headquartered in Chicago, IL, boasts an extensive network of 77 offices. With a team of 171 dedicated professionals, 144 of whom are skilled investment advisors, they offer comprehensive investment advisory services. On average, each investment advisor manages approximately $94,120,000 in assets under management, aligning with the industry standard. Wintrust Investments adopts a versatile compensation structure, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts account for less than 30% of their assets under management, the firm demonstrates the ability to proficiently manage employer funds. A notable 65% of the assets they oversee are discretionary, enabling them to exercise flexibility in investment decisions. In addition to investment advisory services, Wintrust Investments extends their expertise as an insurance broker or agent, catering to a wide range of client needs. With an impressive client base of over 5,130 individuals, they manage assets valued at a substantial $13,552,913,000. Wintrust Investments takes pride in their experienced team, with longstanding advisors such as James Sommerfield, Bradford Walker, and Barry Proctor. These seasoned professionals contribute to the firm's solid reputation and commitment to delivering exceptional financial solutions. As a regional investment advisory firm, Wintrust Investments strives to provide comprehensive wealth management services, tailor-made to meet the unique financial goals and aspirations of their diverse client base. With their proven track record and extensive capabilities, they continue to be a trusted partner in helping clients achieve financial success.

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.