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.

Signature Financial Services, Ltd, based out of Arlington Heights, IL, is a local investment advisory firm with a strong presence in the financial industry. With a total of 19 employees, 14 of whom provide expert investment advisory services, they have established themselves as a reputable firm in the region. Their team of skilled professionals assists clients in managing their financial assets, boasting an impressive average of $82,810,000 in assets under management per investment advisor. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring that their interests align with those of their clients. With over 300 individual clients and a remarkable $178,330,000 in assets under management, Signature Financial Services, Ltd has demonstrated its ability to cater to a diverse range of financial needs. One of their key strengths lies in their extensive experience with employer 401Ks and individual assets, which together constitute approximately half of their total assets under management. This expertise in retirement planning and individual investment strategies has earned them a favorable reputation within the industry. Operating across 16 offices, Signature Financial Services, Ltd provides personalized investment advice to a wide client base. The firm takes pride in its experienced advisors, some of whom have been with the company for many years. Notable names among the firm's long-serving advisors include Richard Thomas, Linda Foltos-Mahler, and Michael Applebaum. With a focus on delivering exceptional financial services and managing assets responsibly, Signature Financial Services, Ltd has established itself as a trusted partner for individuals and businesses seeking expert investment advice in the Arlington Heights area and beyond.

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.

Fortis Portfolio Solutions, LLC is a trusted investment advisory firm based in Schaumburg, IL. With two offices, they provide personalized financial solutions to their valued clients. The firm, although small, boasts an impressive track record, managing over $141,553,000 in assets under management for more than 500 individual clients. Fortis Portfolio Solutions, LLC is committed to providing exceptional service and maintaining strong client relationships. Their expertise in managing assets from employer 401(k) plans and individual accounts is evident, as these collectively contribute to approximately half of their total assets under management. This experience positions them as a knowledgeable partner in the retirement plan space. With a focus on discretionary asset management, Fortis Portfolio Solutions, LLC has the autonomy to make informed investment decisions on behalf of their clients, aiming to optimize portfolio performance and generate favorable returns. The firm has a dedicated team of two employees, with one investment advisor providing expert guidance to their clients. Despite their small size, they average an impressive $860,000 in assets under management per investment advisor, demonstrating their ability to deliver personalized attention and tailored financial strategies to each client. Fortis Portfolio Solutions, LLC operates with a compensation structure that includes a percentage of assets under management, ensuring their interests are aligned with those of their clients. The firm's commitment to excellence, extensive industry experience, and strategic approach make Fortis Portfolio Solutions, LLC a reliable choice for individuals seeking expert investment advisory services in Schaumburg and beyond.

Clearwater Capital Partners, a local investment advisory firm based out of Hoffman Estates, IL, is dedicated to providing comprehensive financial solutions to its clients. With over 550 individual clients and a remarkable $1,052,163,000 in assets under management, the firm has established a strong reputation in the industry. While specializing in managing employer funds, Clearwater Capital Partners also offers services for 401K and individual accounts, although they represent less than 30% of their total assets under management. A notable aspect is that 87% of the assets they manage are discretionary, demonstrating their expertise in making strategic investment decisions. The firm's compensation structure is diverse, including various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows them to cater to the unique needs and preferences of their clients. With a team of 18 employees, 12 of whom are dedicated to providing investment advisory services, Clearwater Capital Partners ensures personalized attention and a high level of expertise for each client. Their investment advisors manage an average of approximately $87,680,000 in assets, which aligns with the industry average. Clearwater Capital Partners boasts a roster of experienced professionals, including John Sleeting, Alan Krause, and John Chapman, who have been with the firm for a significant period, contributing to its continued success. With their client-centric approach, extensive experience, and impressive track record, Clearwater Capital Partners is well-positioned to guide their clients towards their financial goals.

Total Clarity Wealth Management, Inc, a local investment advisory firm based out of St. Charles, IL, is dedicated to providing comprehensive wealth management services. With a total of 19 employees, 14 of whom are experienced investment advisors, they possess a strong team to assist clients in achieving their financial goals. The firm boasts an impressive average of approximately $26,680,000 in assets under management per investment advisor. Their compensation structure is flexible and includes various options, such as a percentage of assets under management and hourly charges, ensuring transparency and alignment with client needs. With over 470 individual clients and more than $329,076,000 in assets under management, Total Clarity Wealth Management, Inc has established a solid reputation in managing assets for high-net-worth individuals. Their expertise in employer 401Ks and individual accounts is evident, as these sources contribute to approximately half of their total assets under management. Total Clarity Wealth Management, Inc manages an overwhelmingly discretionary portfolio, with 99% of the assets falling under their expert guidance. This approach allows their clients to benefit from the firm's deep understanding of market trends and investment opportunities. Operating from six offices, Total Clarity Wealth Management, Inc ensures accessibility and convenience for their diverse clientele. The firm takes pride in its experienced advisors, including long-tenured professionals like Brent Fields, Jeanne Tackett, and Douglas Glick, who bring extensive knowledge and insight to their clients' financial plans. In summary, Total Clarity Wealth Management, Inc stands out as a trusted local advisory firm, dedicated to providing personalized, comprehensive wealth management services to their high-net-worth clientele.

Monere Wealth Management, Inc. is a reputable local investment advisory firm based out of Schaumburg, IL. With two well-established offices, the company boasts a team of 12 highly skilled professionals, 8 of whom specialize in providing comprehensive investment advisory services. Drawing from its vast expertise, Monere Wealth Management, Inc. consistently manages an impressive average of $15,250,000 in assets per investment advisor. Their compensation structure is diverse and caters to clients' unique needs, offering options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, nearly half of the assets under their management are derived from employer 401Ks and individual clients, highlighting their extensive experience and success in this area. In fact, a substantial 43% of the total assets they manage are under discretionary management, showcasing their ability to make informed investment decisions on behalf of their clients. Monere Wealth Management, Inc. takes pride in its extensive client base, serving over 70 individual clients and effectively managing assets valued at over $122,000,000. The firm's success can be attributed, in part, to the expertise of its longest tenured advisors, namely Peter Vick, Andrew Wykretowicz, and Michael Burke, who have played integral roles in building and maintaining the company's stellar reputation. With a strong presence in the investment advisory field, Monere Wealth Management, Inc. continues to provide exceptional financial guidance and tailored solutions to help clients achieve their financial goals.

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.

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.

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.

INVESCO, LLC, headquartered in Des Plaines, IL, is a reputable investment advisory firm catering to a diverse client base. With over 150 individual clients and a staggering $201,834,000 in assets under management, INVESCO is committed to delivering exceptional financial services. Boasting a small yet dedicated team of four employees, all of whom specialize in investment advisory services, the firm ensures personalized attention and tailored solutions for each client. As a well-established firm, INVESCO offers a range of services to meet the unique needs of their clientele. Alongside their core investment advisory services, they also serve as real estate brokers, dealers, and agents, providing comprehensive guidance in property transactions. Furthermore, INVESCO collaborates with accountants and accounting firms, ensuring a holistic approach to financial management for their clients. While INVESCO manages a diverse portfolio of assets, it primarily focuses on discretionary management, with 100% of the assets under their purview falling under this category. Although 401(k) and individual accounts account for less than 30% of their assets, INVESCO possesses the expertise to efficiently handle employer funds. INVESCO's compensation structure is designed to align their interests with the success of their clients. It includes various types of remuneration, such as a percentage of the assets under management, ensuring a mutually beneficial relationship. With an average of $50,460,000 in assets under management per investment advisor, INVESCO stands on par with the industry average. Notably, the firm boasts a team of highly experienced advisors, including Ryan Mcneilly, Paul Linzer, and Keith Nyborg, who have demonstrated long-standing commitment to the company and its clients. In summary, INVESCO, LLC is a trusted investment advisory firm based in Des Plaines, IL, catering to a diverse client base. With a strong track record, a comprehensive range of services, and a team of experienced professionals, INVESCO is dedicated to providing top-tier financial management solutions to their clients.