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.

Precise Investment Management, Inc. is a reputable investment advisory firm based in Highland Park, IL, catering to a diverse clientele of high net worth individuals. With over 30 individual clients and an impressive $72,761,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from two offices, Precise Investment Management, Inc. offers comprehensive financial services to their discerning clients. While they primarily focus on discretionary management of high net worth individual accounts, they also possess the capability to handle employer funds. Notably, 100% of the assets they manage are under their discretion, ensuring a proactive approach to investment decision-making. The firm's compensation structure is flexible and includes various models such as a percentage of assets under management and hourly charges. This enables Precise Investment Management, Inc. to tailor their services to meet the unique needs of each client. With a team of seven dedicated professionals, including four experienced investment advisors, Precise Investment Management, Inc. combines expertise and personalized attention to deliver exceptional results. Each investment advisor manages an average of approximately $18,190,000 in assets under management, highlighting their commitment to maintaining strong client relationships. David Graff, one of the firm's registered advisors, has been an integral part of Precise Investment Management, Inc. since 2019, bringing valuable experience and insight to the team. His tenure reflects the firm's dedication to cultivating lasting relationships with both clients and employees. Overall, Precise Investment Management, Inc. stands out as a boutique investment advisory firm, providing comprehensive financial solutions and personalized service to a discerning clientele in Highland Park, IL, and beyond.

Drake & Associates, LLC, headquartered in Waukesha, WI, is a reputable investment advisory firm catering to a diverse client base. With over 700 individual clients and $227,172,000 in assets under management, they possess a solid track record in the financial industry. Drake & Associates, LLC operates from two strategically located offices, enabling them to serve clients efficiently and effectively. The firm specializes in managing employer 401K plans and individual investments, with over 80% of their assets under management falling into these categories. Drake & Associates, LLC boasts an impressive level of expertise in handling 401K plans, providing invaluable guidance to employers and employees alike. With an unwavering commitment to their clients' financial well-being, Drake & Associates, LLC ensures that 100% of the assets they manage are discretionary, granting them the freedom to make informed investment decisions on behalf of their clients. The firm employs a team of nine dedicated professionals, four of whom are experienced investment advisors. These advisors have an average of $56,790,000 in assets under management each, aligning with the industry average. Notably, the firm prides itself on the longevity of its advisory team, with accomplished professionals like Thomas Neumann, Anthony Drake, and Bradley Allen among its most tenured members. Drake & Associates, LLC offers various compensation structures tailored to their clients' needs, including a percentage of assets under management and hourly charges. This flexible approach ensures that clients receive personalized and cost-effective investment services. In summary, Drake & Associates, LLC stands as a trusted investment advisory firm with a proven track record, providing expert financial guidance and sound investment management to a diverse clientele.

IAG Wealth Partners, LLC is a reputable investment advisory firm based in Waukesha, WI, boasting three well-established offices. With a team of 14 skilled professionals, IAG Wealth Partners provides comprehensive investment advisory services to a diverse range of clients. The firm manages an impressive average of $78.7 million in assets under management per investment advisor, aligning closely with industry standards. The compensation structure at IAG Wealth Partners incorporates various approaches, such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately 50% of their assets under management stem from employer 401Ks or individual investors, indicating their expertise and strong presence in this sector. All of the assets under their management are handled with discretionary authority, offering clients peace of mind and the flexibility to meet their financial goals effectively. In addition to investment advisory services, IAG Wealth Partners serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. This diversified approach allows the firm to offer a comprehensive suite of financial solutions tailored to meet their clients' unique needs. With an extensive client base of over 1,580 individuals and an impressive $1,101,832,000 in assets under management, IAG Wealth Partners has established itself as a trusted and reliable partner in wealth management. The firm takes pride in their experienced team, which includes long-tenured advisors like Anne Sapienza, Christopher Mitchell, and Susan Kuhlenbeck. These seasoned professionals bring a wealth of knowledge and expertise to provide personalized and strategic financial guidance to their valued clients.

Campbell Newman Asset Management Inc, based out of Milwaukee, WI, is a small investment advisory firm with a strong reputation in the industry. With 8 dedicated employees, including 4 providing investment advisory services, they offer a personalized approach to wealth management. Their compensation structure encompasses various types, ensuring alignment with client goals. Specializing in employer 401Ks and individual accounts, Campbell Newman Asset Management Inc has amassed an impressive client base of over 1,020 individuals. Their assets under management exceed $1,079,978,000, reflecting the trust placed in their expertise. Notably, all the assets they manage are discretionary, empowering the firm to make strategic decisions in the best interest of their clients. Operating from a single office location, Campbell Newman Asset Management Inc emphasizes the value of long-term client relationships. Their team comprises seasoned advisors, including Mary Brown, Rimas Milaitis, and Thomas Bolgert, who bring extensive experience and expertise to the firm. By understanding clients' financial aspirations and risk tolerances, Campbell Newman Asset Management Inc develops tailored investment strategies. With a commitment to transparency, integrity, and delivering superior results, they strive to enhance their clients' financial well-being.

Detterbeck Wealth Management, a small investment advisory firm based out of Palatine, IL, prides itself on providing comprehensive financial solutions to its clients. With over 80 individual clients and more than $224,008,000 in assets under management, Detterbeck Wealth Management has established a strong presence in the industry. Catering primarily to high-net-worth individuals, the firm manages a diverse range of assets, with discretionary accounts representing a substantial 91% of their total assets under management. While 401(k) and individual accounts account for less than 30% of their portfolio, Detterbeck Wealth Management also possesses the expertise to effectively manage employer funds. With two offices serving their growing clientele, the firm boasts a team of six dedicated professionals, three of whom provide investment advisory services. Leveraging their industry knowledge and experience, they offer personalized investment strategies tailored to meet the unique financial goals and risk profiles of their clients. Detterbeck Wealth Management employs a flexible compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. This approach ensures transparency and aligns the firm's success with the financial success of its clients. Among the team of advisors, Brett Detterbeck and Lester Detterbeck stand as two of the longest-tenured registered advisors with the firm. Their commitment to delivering exceptional service, combined with the collective expertise of the team, allows Detterbeck Wealth Management to deliver trusted financial guidance and help clients navigate the complexities of the investment landscape. Overall, Detterbeck Wealth Management combines a client-centric approach, robust investment strategies, and a dedicated team to provide comprehensive wealth management solutions that empower clients to achieve their financial objectives.

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.

Mendel Money Management Inc, based out of Northbrook, IL, is a well-established investment advisory firm with a strong focus on high net worth individuals. With over 130 individual clients and an impressive $263,971,000 in assets under management, Mendel Money Management Inc provides personalized and comprehensive financial solutions. With its sole office located in Northbrook, Mendel Money Management Inc caters to a diverse range of clients, offering a range of services tailored to their unique needs. While the firm manages various types of accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise to handle employer funds as well. Mendel Money Management Inc operates under a discretionary model, managing 100% of the assets entrusted to them. Their compensation structure is flexible, accommodating different client preferences and includes a percentage of assets under management, hourly charges, and fixed fees. The firm prides itself on its experienced team, consisting of six dedicated employees, three of whom provide investment advisory services. With an average of approximately $87,990,000 in assets under management per investment advisor, Mendel Money Management Inc's advisors perform at par with the industry average. The firm's longevity and success can be attributed to the expertise and commitment of their advisors. Notable individuals include Mark Burka, Bradley Mendel, and Barry Mendel, who have served the firm as some of its longest-tenured advisors, contributing to its reputation and growth.

ANNEX WEALTH MANAGEMENT, LLC: Delivering Expert Financial Advisory in Elm Grove, WI Annex Wealth Management, LLC is a highly reputable regional investment advisory firm, with its headquarters located in Elm Grove, WI. With an impressive track record, Annex Wealth Management, LLC has garnered a loyal client base of over 5,430 individuals, entrusting them with their wealth management needs. The firm boasts an impressive $4,204,034,000 in assets under management, with 96% of these assets being managed on a discretionary basis. Catering primarily to high-net-worth individuals, Annex Wealth Management, LLC has positioned itself as a trusted partner in financial planning and investment strategies. With a comprehensive range of services, they go beyond investment advice and extend their expertise as insurance brokers or agents and offer accounting services as well. Having eight strategically located offices, Annex Wealth Management, LLC ensures convenient accessibility for their clients. They possess the capabilities to handle various types of accounts, including 401(k) and individual accounts, and also have the expertise to manage employer funds. With a total of 114 dedicated employees, Annex Wealth Management, LLC emphasizes a personalized approach to client service. Fifty-six of these professionals specialize in investment advisory services, ensuring that clients receive the highest level of expertise and attention. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. At Annex Wealth Management, LLC, experienced advisors are an invaluable asset. Notable veterans at the firm include Kenneth Symes, Derek Felske, and Mark Beck, whose extensive industry knowledge and dedication have contributed to the firm's continued success. With an average of approximately $75,070,000 in assets under management per investment advisor, Annex Wealth Management, LLC consistently meets industry standards, positioning itself as a reliable choice for comprehensive wealth management services.

Patrick M. Sweeney & Associates, Inc is a small investment advisory firm headquartered in Libertyville, IL. With a single office location, the firm is committed to providing comprehensive investment advisory services. Boasting a team of two highly skilled professionals, Patrick M. Sweeney & Associates, Inc manages an impressive average of approximately $68,710,000 in assets per investment advisor, which falls within the industry average. The firm's compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges. While less than 30% of their assets under management are allocated to 401K and individual accounts, Patrick M. Sweeney & Associates, Inc possesses the expertise to effectively handle employer funds. An overwhelming majority of 99% of the assets they manage are discretionary, affording clients a trusted level of autonomy. Catering primarily to high-net-worth individuals, Patrick M. Sweeney & Associates, Inc serves over 30 individual clients with an impressive combined asset value of over $137,418,000. The firm is anchored by seasoned professionals, including Patrick Sweeney and John Ferguson, who have established themselves as two of the firm's longest-tenured registered advisors. With a commitment to delivering personalized and professional investment advisory services, Patrick M. Sweeney & Associates, Inc provides clients with the knowledge and expertise needed to navigate the complex world of investments and wealth management.

Kowal Investment Group, LLC is a prominent investment advisory firm headquartered in Waukesha, WI, offering comprehensive financial solutions to individuals and organizations. With a dedicated team of 26 professionals, including 12 experienced investment advisors, they provide expert guidance tailored to their clients' unique financial goals. The firm boasts an impressive average of $75,540,000 in assets under management per investment advisor, aligning with the industry's standard. Kowal Investment Group, LLC's compensation structure encompasses various types, such as a percentage of assets under management, ensuring a client-centric approach to their services. With a vast client base of over 860 individuals, Kowal Investment Group, LLC manages a substantial $934,771,000 in assets. Notably, nearly half of these assets are derived from employer 401Ks and individuals, showcasing the firm's extensive expertise in this specialized area. Importantly, all the assets under their management are handled with full discretion, underscoring their commitment to providing personalized and confidential service. Operating from five offices, Kowal Investment Group, LLC prides itself on being deeply rooted in the local community. The firm's long-standing reputation is bolstered by the tenure of their esteemed advisors, including Aaron Spitzner, Joseph Still, and John White, who have played pivotal roles in the firm's success. Kowal Investment Group, LLC sets itself apart through its unwavering dedication to delivering exceptional financial advice and building long-term relationships with clients. With their comprehensive expertise and client-focused approach, they strive to help individuals and organizations achieve their financial objectives efficiently and effectively.