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.

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.

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.

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.

Nuveen Asset Management, LLC is a highly reputable regional investment advisory firm headquartered in Chicago, IL, with an extensive presence through its 15 offices. With a total workforce of 421 employees, 342 of whom specialize in investment advisory services, Nuveen stands out in the industry. Their advisors boast an impressive average of approximately $727,040,000 in assets under management per advisor, surpassing the industry standard. Nuveen's compensation structure is diverse, encompassing various models such as a percentage of assets under management, fixed fees, and performance-based fees. While less than 30% of their assets under management are attributed to 401K and individual accounts, Nuveen has the capacity to effectively handle employer funds. Importantly, the firm exclusively manages discretionary assets, ensuring full control and autonomy in decision-making processes. In addition to their core investment advisory services, Nuveen Asset Management, LLC offers expertise as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This comprehensive approach reflects their commitment to meeting the diverse needs of their clientele. Impressively, Nuveen boasts an extensive client base of over 57,650 individuals, entrusting the firm with more than $248,648,335,000 in assets under management. The firm takes pride in its experienced team, which includes seasoned advisors like Francesco Cristiano, Michael Sheyker, and Evan Kallberg, who have been with the company for a considerable period, demonstrating their dedication and expertise in the field. Nuveen Asset Management, LLC has built a strong reputation in the financial industry, delivering exceptional investment advisory services while continuously striving to exceed industry standards.

Altair Advisers, LLC, a leading regional investment advisory firm based out of Chicago, IL, boasts an impressive track record in managing assets for high net worth individuals. With over $6,014,189,000 in assets under management, Altair Advisers serves more than 450 individual clients. While the firm's primary focus lies in managing discretionary accounts, they also possess the expertise to handle employer funds. With a commitment to providing personalized financial solutions, Altair Advisers caters to the unique needs and goals of each client. Their compensation structure offers flexibility, incorporating various types such as a percentage of assets under management, fixed fees, and hourly charges. At the heart of Altair Advisers' success lies their team of dedicated professionals. With a total of 65 employees, including 30 investment advisors, they possess the expertise and experience to navigate the complexities of the financial markets. Remarkably, each investment advisor at Altair Advisers manages an average of approximately $200,470,000 in assets under management, well above the industry average. Supported by their strong client base and impressive assets under management, Altair Advisers has solidified its reputation as a trusted partner in wealth management. As the firm continues to grow, they remain committed to delivering exceptional financial advisory services and helping their clients achieve their long-term financial objectives.

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.

Stride Investments, LLC is a local investment advisory firm based out of Chicago, IL, with one office. With a team of nine employees, five of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. Leveraging their expertise, Stride Investments manages an impressive average of $28,450,000 in assets under management per investment advisor. The firm employs a diverse compensation structure that includes various types, such as a percentage of assets under management and fixed fees. Notably, approximately half of the assets under their management are sourced from employer 401Ks or individual investors, showcasing their extensive experience and success in this area. Moreover, an impressive 69% of the assets they oversee are handled through discretionary management, providing clients with a tailored approach to investment strategies. With a substantial client base, Stride Investments boasts over 470 individual clients who have entrusted them with a total of $142,233,000 in assets under management. The firm takes pride in the expertise and tenure of its advisors, with notable individuals like Christianna Casey, Tad Cook, and Samuel Mcelroy having served for an extended period. Stride Investments, LLC has established itself as a reputable investment advisory firm, offering personalized financial solutions to clients in Chicago and beyond. Through their knowledgeable team, commitment to client satisfaction, and proven track record, they strive to empower individuals and businesses in achieving their financial goals.

LAKE STREET, a leading investment advisory firm headquartered in Chicago, IL, caters to a diverse clientele of over 300 individual clients. With an impressive $796,368,000 in assets under management, the company operates from two well-established offices. While 401K and individual accounts contribute less than 30% to their portfolio, Lake Street possesses the expertise to manage employer funds, providing a comprehensive range of financial services. Boasting a remarkable 95% of discretionary assets under management, Lake Street primarily caters to high-net-worth individuals. Their compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and customization to meet client needs. The firm's 11 highly skilled employees, with 9 dedicated to providing exceptional investment advisory services, possess a wealth of experience and knowledge. On average, each investment advisor manages approximately $88,490,000 in assets, aligning with industry standards. Lake Street takes pride in its team of tenured advisors, with notable individuals such as Justin Terzo, Donald Roseen, and Joseph Stock contributing to the firm's success and reputation. Lake Street's commitment to delivering personalized financial solutions and optimizing client wealth sets them apart in the competitive investment advisory landscape. With their extensive resources, seasoned advisors, and proven track record, Lake Street continues to foster financial prosperity for their valued clients.

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.