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.

OFM Wealth, a small investment advisory firm based in Orland Park, IL, specializes in managing assets for high net worth individuals. With over 150 individual clients and more than $260,483,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates out of three offices and provides a range of services, including acting as an insurance broker or agent. While employer funds make up a significant portion of their assets under management, 401K and individual accounts represent less than 30% of their total. Remarkably, 96% of the assets OFM Wealth manages are discretionary, showcasing their expertise in providing personalized and tailored investment solutions. The compensation structure at OFM Wealth is multifaceted, offering various options such as a percentage of assets under management and hourly charges. With a total of six employees, three of whom are dedicated to providing investment advisory services, they maintain an average of approximately $86,830,000 in assets under management per investment advisor, on par with industry standards. OFM Wealth boasts a team of experienced professionals, including long-standing advisors such as Matthew Schaap, Cristine Marik, and Sam Ogrizovich, who bring a wealth of knowledge and expertise to their clients. Their commitment to building lasting relationships and delivering exceptional financial guidance sets them apart in the competitive wealth management landscape. As OFM Wealth continues to grow and serve its clients, their dedication to comprehensive financial planning and exemplary customer service remains unwavering.

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.

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.

Korhorn Financial Group is a reputable regional investment advisory firm headquartered in Granger, IN, serving clients across five offices. With a total of 74 dedicated employees, 34 of whom specialize in providing expert investment advisory services, the firm boasts a strong team of financial professionals. Leveraging their extensive knowledge and experience, they strive to optimize their clients' financial portfolios. The average assets under management per investment advisor at Korhorn Financial Group stand at an impressive $17,450,000, demonstrating their ability to handle significant wealth portfolios. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and client satisfaction. Korhorn Financial Group has established a strong presence in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their expertise in managing such funds has garnered them a noteworthy reputation, further enhancing their credibility in the industry. Boasting a remarkable 98% of discretionary assets under management, Korhorn Financial Group demonstrates their clients' confidence in their ability to make informed investment decisions. With over 1,650 individual clients and an impressive $593,297,000 in assets under management, the firm has solidified its position as a trusted advisor in the financial services industry. The firm is distinguished by its dedicated and experienced team, with renowned advisors such as Amy Masters, Joshua Korhorn, and Joshua Gregory, who have been with the company for an extended period. Their commitment to providing exceptional service and delivering optimal financial outcomes sets Korhorn Financial Group apart as a reliable and trustworthy partner for individuals and organizations seeking sound investment guidance.

Walter Keenan Wealth Management, a small investment advisory firm based out of South Bend, IN, is dedicated to providing exceptional financial services to its clients. With a team of four skilled professionals, each specializing in investment advisory services, the firm offers comprehensive solutions tailored to meet the unique needs and goals of their clients. With an average of $119,450,000 in assets under management per investment advisor, Walter Keenan Wealth Management maintains a solid position within the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring a flexible approach that aligns with their clients' preferences. The firm boasts an impressive portfolio, managing over $717,483,000 in assets for more than 20 individual clients. Of these assets, a significant 79% are under discretionary management, allowing Walter Keenan Wealth Management to make informed investment decisions on behalf of their clients. The expertise of the firm is further exemplified by their long-tenured advisors. James Sawdon, Charles Crabill, and James Keenan are among the seasoned professionals who have played instrumental roles in the firm's success. Their wealth of experience and extensive knowledge enable them to guide clients through various market conditions, ensuring sound financial strategies are implemented. With a commitment to excellence, Walter Keenan Wealth Management continues to deliver top-tier financial guidance to its clients from its South Bend office. By combining personalized service, a strong track record, and a client-centric approach, the firm remains a trusted partner for individuals seeking to grow and preserve their wealth.

Hilltop Wealth Solutions, based in Mishawaka, IN, is a reputable local investment advisory firm. With five offices strategically located in the area, the company is well-positioned to serve its clients effectively. Comprising a dedicated team of 10 professionals, with seven of them specializing in investment advisory services, Hilltop Wealth Solutions brings a wealth of knowledge and expertise to their clients. The firm boasts an impressive average of approximately $45,330,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, commissions, and hourly charges, ensuring flexibility to meet clients' individual needs. Hilltop Wealth Solutions has established a strong foothold in managing employer 401Ks and individual accounts, which together make up around half of their assets under management. With extensive experience in this domain, the firm has earned a stellar reputation for delivering outstanding results and guiding clients toward their financial goals. Notably, 91% of the assets under their management are discretionary, reflecting the high level of trust and confidence their clients have in their expertise. In addition to investment advisory services, Hilltop Wealth Solutions also operates as a registered representative of a broker-dealer, further expanding their capabilities to provide comprehensive financial solutions. With an impressive client base of over 670 individuals, the firm manages more than $317,322,000 in assets, exemplifying their strong presence in the market. Hilltop Wealth Solutions takes pride in its experienced team of advisors, including William Davis, Elizabeth Foley, and Erik Brenner, who have demonstrated exceptional dedication and longevity within the company. Overall, Hilltop Wealth Solutions stands as a reliable partner for individuals and businesses seeking expert financial guidance, backed by a proven track record of success.

Pearson Creek Capital Management LLC, based in Chicago, IL, is a highly regarded investment advisory firm with a client-focused approach. With over 20 individual clients and a remarkable $250,000,000 in assets under management, the firm has established a solid reputation in the financial industry. Pearson Creek Capital Management LLC distinguishes itself by providing tailored investment solutions and personalized services to its diverse clientele. While their client base primarily consists of high-net-worth individuals, their expertise extends to managing employer funds as well. The firm takes pride in having 100% discretionary control over the assets they manage, ensuring flexibility and adaptability in the ever-changing market landscape. With a dedicated team of professionals, Pearson Creek Capital Management LLC offers a comprehensive range of investment advisory services. Their compensation structure includes multiple options, such as a percentage of assets under management and fixed fees, designed to align the interests of both the firm and its clients. At Pearson Creek Capital Management LLC, excellence is ingrained in their organizational DNA. With an average of $250,000,000 in assets under management per investment advisor, they consistently surpass the industry average. Furthermore, the firm benefits from the expertise and experience of Karl Ruff, one of their longest tenured registered advisors, who has been with the company since 2012. With a commitment to delivering superior results and building long-term relationships, Pearson Creek Capital Management LLC continues to be a trusted partner for individuals and organizations seeking professional investment advisory services in the competitive financial landscape.

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.

Providence Wealth Advisors, LLC, a local investment advisory firm based out of Frankfort, IL, is dedicated to providing comprehensive financial solutions to its clients. With over 1,160 individual clients and an impressive $497,197,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Operating out of four offices, Providence Wealth Advisors offers a range of services tailored to meet their clients' needs. In addition to their expertise in investment advisory services, they also serve as insurance brokers or agents, offering comprehensive coverage options. A distinguishing factor of Providence Wealth Advisors is their specialization in managing employer 401K plans. More than 80% of their assets under management come from employer 401Ks and individual clients, showcasing their extensive experience and expertise in this area. With a 100% discretionary approach to asset management, clients can trust in the firm's commitment to making informed decisions aligned with their financial goals. The firm's compensation structure includes various types, including a percentage of assets under management. Providence Wealth Advisors employs a team of ten dedicated professionals, five of whom provide investment advisory services. On average, each investment advisor oversees approximately $99,440,000 in assets under management, in line with industry standards. Providence Wealth Advisors takes pride in its team of highly qualified advisors. Among the firm's longest-tenured professionals are Jay Faler, Nicole Smit, and Brian Granato, who bring extensive knowledge and expertise to their clients' financial journeys. With a track record of success and a commitment to delivering exceptional service, Providence Wealth Advisors, LLC is the trusted choice for individuals and businesses seeking comprehensive financial solutions in Frankfort, IL, and beyond.