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.

Chicago Capital, LLC is a local investment advisory firm based out of Chicago, IL. With 1 office and a team of 11 employees, they offer comprehensive investment advisory services to a diverse range of clients. Known for their expertise and professionalism, Chicago Capital, LLC manages a substantial amount of assets under management, averaging approximately $322,550,000 per investment advisor, which is significantly higher than the industry average. The firm's compensation structure is designed to align their interests with their clients'. They employ various types of compensation, including a percentage of assets under management and hourly charges, ensuring that their clients receive personalized and attentive service. Moreover, Chicago Capital, LLC exercises discretionary control over an impressive 99% of the assets they manage, highlighting their ability to make strategic investment decisions on behalf of their clients. Catering primarily to high-net-worth individuals, Chicago Capital, LLC boasts a substantial client base of over 310 individual clients, with assets under management totaling more than $2,257,867,000. The firm takes pride in the longstanding tenure of some of their advisors, such as Malinda Distefano, Stacey Sargent, and David Mabie, who bring a wealth of experience and expertise to their clients' investment strategies. With a commitment to providing exceptional investment advisory services, Chicago Capital, LLC has established itself as a trusted partner for clients seeking professional guidance in managing their wealth and achieving their financial goals.

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.

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.

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.

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.

Altman Advisors is a well-established investment advisory firm headquartered in Chicago, IL. With a history spanning over several years, Altman Advisors has built a strong reputation for providing comprehensive financial services to its esteemed clientele. Currently, they serve a diverse portfolio of over 30 individual clients, managing assets totaling more than $300,366,000. As a local firm deeply rooted in the Chicago community, Altman Advisors is committed to delivering personalized investment strategies tailored to the unique goals and needs of their clients. Their expertise extends beyond investment management, as they also offer insurance brokerage services, ensuring comprehensive coverage for their clients' financial well-being. Altman Advisors operates with discretion, as 100% of the assets they manage are under their full discretionary control. Their client base primarily consists of high net worth individuals seeking expert guidance to grow and preserve their wealth effectively. The firm boasts a team of nine dedicated professionals, with six of them specializing in investment advisory services. Each investment advisor at Altman Advisors manages an average of approximately $50,060,000 in assets, aligning with industry standards. The firm's compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, providing flexibility to clients based on their preferences. Altman Advisors takes pride in its experienced and dedicated advisors, with notable individuals like Michael Mackinnon, George Rudawski, and Benjamin Altman having long tenures at the firm. Their expertise, coupled with the firm's commitment to delivering exceptional financial services, positions Altman Advisors as a trusted partner for individuals seeking reliable wealth management solutions in the Chicago area.

RMB Capital Management, based out of Chicago, IL, is a reputable regional investment advisory firm with a strong presence in the industry. With a team of 150 dedicated professionals, including 49 experienced investment advisors, they are well-equipped to serve their clients' financial needs. The firm boasts an impressive average of approximately $39,610,000 in assets under management per investment advisor, showcasing their expertise in managing substantial portfolios. RMB Capital Management's compensation structure is diverse, offering various types including a percentage of assets under management and performance-based fees. Their client base is extensive, with over 1,090 individual clients entrusting them with more than $6,370,892,000 in assets under management. Notably, the firm predominantly caters to high-net-worth individuals, managing the majority of their assets. While the majority of RMB Capital Management's managed assets are discretionary, they also have the capability to handle employer funds, providing comprehensive investment management services. Additionally, they offer registered representative services of a broker-dealer, as well as serving as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. With nine offices spread across the region, RMB Capital Management has established a strong presence and accessibility for their clients. The firm takes pride in its long-tenured advisors, such as Sarah Tims, Jeffrey Pearsall, and Frederick Paulman, who bring a wealth of experience and expertise to the table. RMB Capital Management is committed to delivering exceptional financial guidance and investment solutions, ensuring the financial success of their clients in the ever-evolving market.

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.