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.

BMO Direct Invest Inc. is a small investment advisory firm based out of Chicago, IL, with a dedicated team of four employees. With three of them specializing in investment advisory services, they offer expert financial guidance to a diverse range of clients. Their average assets under management per investment advisor stand at around $47,980,000, which is consistent with industry standards. As an advisory firm, BMO Direct Invest Inc. employs a compensation structure that incorporates various types, including a percentage of assets under management and performance-based fees. Their client base consists of over 80 individuals, who collectively entrust the firm with assets totaling more than $1,166,000. A significant portion of BMO Direct Invest Inc.'s assets under management, over 80%, comes from employer 401K plans and individual investors. This indicates their strong proficiency in managing 401K plans for both employers and employees alike. Additionally, the firm exclusively manages discretionary assets, giving them the flexibility to make independent investment decisions aligned with their clients' objectives. With one office in Chicago, BMO Direct Invest Inc. operates within a close-knit environment, fostering personalized relationships with their clients. The firm takes pride in their experienced advisors, including Steffan Harrison, Joseph Raucci, and Peyton Eckert, who have maintained long-standing tenures with the company. Overall, BMO Direct Invest Inc. offers comprehensive investment advisory services, leveraging their expertise to help clients navigate the complex financial landscape and achieve their investment goals.

Maren Capital is a small investment advisory firm based out of Chicago, IL. With a single office, they specialize in providing investment advisory services to individual clients. With a team of three dedicated professionals, Maren Capital boasts a high level of expertise and personalized attention. Their exceptional track record is reflected in their impressive average of $161,920,000 in assets under management per investment advisor, surpassing industry standards. At Maren Capital, their compensation structure encompasses various types, including a percentage of assets under management. All of the assets they manage, totaling 100%, are discretionary, allowing them to make informed investment decisions on behalf of their clients. With a portfolio size exceeding $161,921,000, Maren Capital diligently manages the financial assets of a substantial number of individual clients. Within their team, Bradley Schatz stands out as one of the firm's longest tenured registered advisors, having joined in 2022. This longevity exemplifies the stability and continuity that Maren Capital offers its clients. By leveraging their extensive experience and deep understanding of the investment landscape, Maren Capital aims to help their clients achieve their financial goals with confidence and success. As a trusted partner in wealth management, Maren Capital prides itself on delivering personalized, comprehensive, and professional investment advisory services. By combining their expertise with a commitment to excellence, they continue to solidify their position as a prominent player in the Chicago investment advisory landscape.

KKM Financial LLC is a reputable investment advisory firm headquartered in Chicago, Illinois. With over 110 individual clients and a substantial $279,056,000 in assets under management, KKM Financial LLC has established itself as a trusted partner in the financial industry. The firm operates from a single office and caters to a diverse range of clients, offering personalized financial solutions tailored to their unique goals and needs. While 401K and individual accounts make up less than 30% of their assets under management, KKM Financial LLC possesses the expertise and capability to effectively manage employer funds. Approximately 66% of the assets they oversee are managed with discretionary authority, reflecting the firm's comprehensive investment management approach. KKM Financial LLC employs a variety of compensation structures, including a percentage of assets under management and performance-based fees, ensuring alignment with their clients' financial success. With a total of four dedicated employees, three of whom provide investment advisory services, the firm maintains a favorable client-to-advisor ratio. On average, each investment advisor manages approximately $93,020,000 in assets under management, which aligns with industry standards. Among the experienced professionals at KKM Financial LLC, Daniel Bylsma and Daniel Deming stand out as the firm's longest tenured registered advisors. Their extensive knowledge and expertise contribute to the firm's ability to deliver exceptional financial guidance and foster long-term client relationships. With a commitment to excellence and a client-centric approach, KKM Financial LLC continues to thrive as a leading investment advisory firm in the Chicago area.

Astor Investment Management LLC is a small investment advisory firm based out of Chicago, IL, with one office. With a total of nine employees, four of them specialize in providing investment advisory services. Leveraging their expertise, they manage an average of $81,190,000 in assets per investment advisor, which aligns with the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management. Notably, around half of Astor Investment Management's assets under management originate from employer 401Ks or individuals, indicating their strong experience in this realm. With a 100% discretionary asset management approach, Astor Investment Management offers additional services as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. Their diverse clientele includes over 680 individual clients, for whom they oversee more than $324,779,000 in assets. Astor Investment Management prides itself on the expertise of its longest-tenured advisors, including Robert Stein, Bryan Novak, and John Eckstein. These individuals contribute to the firm's solid reputation and its ability to provide comprehensive investment advisory services to clients. With a commitment to excellence and a track record of success, Astor Investment Management LLC stands out as a reliable partner for individuals and institutions seeking professional guidance for their investment portfolios.

Clune & Associates is a reputable investment advisory firm headquartered in Chicago, IL. With three offices strategically located, the firm offers comprehensive financial services to clients seeking expert guidance. With a team of five dedicated professionals, including three experienced investment advisors, Clune & Associates delivers tailored solutions to meet the unique needs of each client. Renowned for their exceptional wealth management capabilities, Clune & Associates boasts an impressive average of approximately $144,570,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is flexible, incorporating a range of options such as a percentage of assets under management, hourly charges, and fixed fees. While specializing in discretionary asset management, the firm caters to a diverse clientele, with high net worth individuals comprising the majority of their assets under management. Moreover, Clune & Associates is equipped to handle employer funds, although 401K and individual accounts account for less than 30% of their assets. In addition to their investment advisory services, Clune & Associates also serves as an insurance broker or agent, providing clients with comprehensive coverage options to safeguard their assets and mitigate risk. With a loyal base of over 60 individual clients and a remarkable $433,704,000 in assets under management, Clune & Associates has established itself as a trusted partner in the financial realm. The firm takes pride in its seasoned advisors, including John Burns, Randolph Hardy, and Eileen Clune, who have amassed extensive industry experience, further solidifying Clune & Associates' commitment to delivering exceptional financial expertise and client satisfaction.

Based out of Chicago, IL, Brownson, Rehmus & Foxworth, Inc. is a prominent local investment advisory firm serving a diverse client base. With over 20 individual clients, they manage an impressive portfolio of assets, totaling more than $3,722,142,000. Specializing in catering to high net worth individuals, the majority of their assets under management are dedicated to meeting the unique financial goals of affluent clients. Committed to delivering exceptional service, Brownson, Rehmus & Foxworth, Inc. boasts three offices strategically located in the heart of Chicago. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients have the freedom to choose the arrangement that best aligns with their specific needs and preferences. With a total workforce of 24 employees, 16 of whom provide investment advisory services, the team at Brownson, Rehmus & Foxworth, Inc. possesses a wealth of experience and expertise. Their investment advisors manage an average of approximately $232,630,000 in assets, surpassing the industry average. The firm takes pride in the long-standing relationships established with their clients, some of whom have been served by the firm's dedicated advisors for many years. Among the most experienced and trusted advisors at Brownson, Rehmus & Foxworth, Inc. are Harold Leavell, John Lafferty, and Richard Doppelt. These individuals have played integral roles in the firm's success and have earned a reputation for their astute financial insights and commitment to client satisfaction. With their comprehensive wealth management strategies and personalized approach, Brownson, Rehmus & Foxworth, Inc. continues to be a trusted partner in helping clients achieve their financial objectives.

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.

Hemsley Advisors, Ltd. is a reputable investment advisory firm based in Chicago, IL, providing expert financial guidance and management services to a diverse clientele. With over 170 individual clients and an impressive $431,102,000 in assets under management, Hemsley Advisors has established itself as a trusted partner in wealth management. The firm operates from two offices, strategically positioned in Chicago to better serve its clients. While their focus extends beyond 401K and individual accounts, which account for less than 30% of their total assets under management, Hemsley Advisors possesses the expertise to effectively manage employer funds. Notably, 11% of the assets they oversee are discretionary, highlighting their ability to make informed investment decisions. Catering primarily to high-net-worth individuals, Hemsley Advisors understands the unique financial needs and goals of their clientele. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with the preferences and requirements of their clients. With a team of four dedicated professionals, three of whom specialize in investment advisory services, Hemsley Advisors provides personalized attention and tailored investment strategies. Their investment advisors boast an impressive average of approximately $143,700,000 in assets under management per advisor, surpassing industry standards. The firm takes pride in its experienced team, with notable long-tenured advisors like Alexander Hemsley, Nicholas Martin, and George Hemsley. Their collective knowledge and expertise contribute to the firm's success in delivering comprehensive financial solutions and building enduring client relationships.

Studio Investment Management, based out of Chicago, IL, is a reputable investment advisory firm with a focus on providing tailored financial solutions. With a team of 9 dedicated professionals, 5 of whom specialize in investment advisory services, the firm offers comprehensive wealth management services to a diverse client base. Drawing upon their extensive expertise, Studio Investment Management manages an impressive average of approximately $42,080,000 in assets under management per investment advisor. Their compensation structure is designed to align with their clients' needs and includes various options such as a percentage of assets under management and hourly charges. With over 80 individual clients and a remarkable $457,866,000 in assets under management, Studio Investment Management primarily caters to high net worth individuals. While a smaller portion of their assets are allocated to 401K and individual accounts, the firm possesses the capability to manage employer funds as well. Notably, all of the assets they oversee are discretionary, ensuring flexibility and adaptability in their investment strategies. With three offices in Chicago, Studio Investment Management maintains a strong local presence. The firm takes pride in its experienced team of advisors, including long-tenured professionals such as Corinne Carbery, Neha Howery, and Michael Wolcott, who contribute to the firm's solid reputation and client trust. Through their personalized approach and commitment to delivering superior financial solutions, Studio Investment Management continues to build lasting relationships and help clients achieve their financial goals.