James T. Borello & Co., based out of East Dundee, IL, is a reputable investment advisory firm offering a comprehensive range of financial services. With four highly skilled employees, the firm specializes in providing personalized investment advisory services to a diverse clientele. Each investment advisor at James T. Borello & Co. has an average of $2,410,000 in assets under management, reflecting their expertise in managing substantial portfolios. The compensation structure at James T. Borello & Co. encompasses various types, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach allows clients to choose a payment method that aligns with their financial goals and preferences. With over 490 individual clients, James T. Borello & Co. manages an impressive $276,312,000 in assets. Notably, half of their assets under management are sourced from employer 401Ks or individual clients, showcasing their extensive experience and success in this specialized area. Furthermore, the firm operates with discretionary management for all of the assets they oversee, offering clients peace of mind and allowing for efficient decision-making. In addition to investment advisory services, James T. Borello & Co. also serves as a registered representative of a broker-dealer and acts as an insurance broker or agent. This comprehensive approach enables them to address a wide range of financial needs for their valued clients. Located in East Dundee, IL, James T. Borello & Co. operates from a single office. The firm boasts a team of highly experienced advisors, including Daniel Borello, Michael Speziale, and James Borello, who have demonstrated long-term dedication to serving their clients' financial goals.

Klaas Financial Asset Advisors, LLC. is a reputable investment advisory firm located in Loves Park, IL, with two offices serving the local community. With a team of 13 highly skilled professionals, nearly all of whom specialize in investment advisory services, Klaas Financial Asset Advisors offers comprehensive financial guidance to individuals and organizations. On average, each investment advisor manages approximately $39,860,000 in assets under management, demonstrating their expertise and ability to handle substantial portfolios. The firm's compensation structure is diverse, including options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. Notably, Klaas Financial Asset Advisors excels in managing employer 401Ks and individual investments, with approximately half of their assets under management coming from these sources. Their extensive experience in this space enables them to deliver effective strategies and maximize returns. Klaas Financial Asset Advisors, LLC. operates exclusively with discretionary authority, meaning they have full discretion to make investment decisions on behalf of their clients. This approach allows for swift and decisive actions in response to market conditions, enhancing the firm's ability to navigate changing investment landscapes successfully. With a robust client base of over 900 individuals, Klaas Financial Asset Advisors manages an impressive $478,281,000 in assets. The firm takes pride in its experienced team, including long-tenured advisors such as Kyle Kite, Craig Klaas, and Maleeah Wernsing-Cuevas, who contribute their wealth of knowledge and expertise to the firm's continued success. Klaas Financial Asset Advisors, LLC. is dedicated to providing exceptional investment advisory services, helping clients achieve their financial goals and secure their financial future.

Carter Financial Group, Inc. is a reputable investment advisory firm headquartered in Barrington, IL, with two office locations. With a dedicated team of nine professionals, including four experienced investment advisors, the firm offers comprehensive financial guidance and investment services to a diverse clientele. Benefiting from an average of $58,330,000 in assets under management per investment advisor, Carter Financial Group, Inc. maintains a competitive position within the industry. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and commissions, ensuring flexibility for clients. The firm has established a strong foothold in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their expertise in this space has garnered them a reputation for delivering exceptional results and tailored solutions to meet client objectives. Carter Financial Group, Inc. primarily manages discretionary assets, representing an impressive 99% of the total assets they oversee. This approach allows their clients to trust in the firm's expertise and decision-making abilities, placing their financial affairs in capable hands. In addition to investment advisory services, Carter Financial Group, Inc. extends their capabilities as a registered representative of a broker-dealer and as an insurance broker or agent. This comprehensive range of services ensures that clients have access to a wide array of financial solutions under one roof. The firm boasts a substantial client base, serving over 770 individual clients and managing assets valued at over $233,323,000. Among their team, Stephanie Hagan, Jennifer Karch, and Kevin Carter stand out as some of the longest tenured and most trusted advisors at Carter Financial Group, Inc.

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.

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.

Leelyn Smith, LLC is a prominent local investment advisory firm based out of Geneva, IL. With a team of 21 dedicated professionals, including 16 investment advisors, the firm offers comprehensive financial guidance to individuals, employer 401Ks, and other entities. Led by experienced advisors like Jean Baert, Charles Hartman, and Christopher Crandall, Leelyn Smith, LLC has earned a solid reputation for its expertise in managing assets. The firm's investment advisory services cater to a diverse clientele of over 540 individual clients, with a total of $466,095,000 in assets under management. With an average of $99,590,000 in assets under management per investment advisor, Leelyn Smith, LLC maintains industry-average performance in this regard. Notably, around 50% of their assets under management come from employer 401Ks and individuals, reflecting their deep-rooted experience and success in this particular space. As a discretionary asset management firm, Leelyn Smith, LLC enjoys the trust and confidence of its clients, as evidenced by the fact that 99% of the assets they manage are discretionary. With seven offices strategically located throughout the area, the firm ensures convenient accessibility for its clientele. Leelyn Smith, LLC offers a fair and transparent compensation structure that includes various types, such as a percentage of assets under management. The firm's commitment to providing exceptional financial advisory services combined with its seasoned team of advisors makes it a trusted partner for individuals and organizations seeking professional investment guidance.

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.

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.

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.

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.

Savant Wealth Management, a regional investment advisory firm headquartered in Rockford, IL, is dedicated to providing comprehensive financial planning and wealth management services. With a team of 333 professionals, including 116 experienced investment advisors, Savant offers expertise and personalized solutions to over 5,630 individual clients. Their assets under management exceed $13,426,998,000, primarily serving high net worth individuals. One of Savant's distinguishing features is their compensation structure, which encompasses various methods such as a percentage of assets under management and fixed fees. Their investment advisors, averaging approximately $107,610,000 in assets per advisor, deliver tailored strategies aligned with clients' financial goals and risk tolerance. The firm's broad reach extends to 26 offices, ensuring accessibility to clients throughout the region. Savant's commitment to excellence is exemplified by their team of seasoned professionals, including Tracy Beard, Richard Bennett, and Brent Brodeski, who have contributed their expertise and insights to the firm's success over many years. Savant's discretionary approach to managing 100% of the assets they oversee showcases their deep understanding of clients' needs and a dedication to providing seamless investment solutions. Although the majority of their assets are managed for high net worth individuals, Savant also possesses the capability to effectively handle employer funds, though 401K and individual accounts represent a smaller proportion of their overall assets under management. With their client-centric philosophy, extensive industry knowledge, and a track record of delivering tailored financial strategies, Savant Wealth Management remains a trusted partner for individuals seeking comprehensive wealth management solutions in the Rockford area 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.