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.

Robert W. Baird & Co. Incorporated is a national investment advisory firm headquartered in Milwaukee, WI, boasting a vast network of 162 offices. With a total of 4,071 employees, including 2,975 dedicated to investment advisory services, they possess a wealth of expertise in the financial industry. Each investment advisor manages an average of approximately $83,290,000 in assets under management, aligning with the industry average. The compensation structure at Robert W. Baird & Co. Incorporated encompasses various methods, such as a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. While their assets under management in 401K and individual accounts represent less than 30%, the firm possesses the capability to effectively manage employer funds. Notably, 71% of the assets they oversee are managed on a discretionary basis, allowing for flexible decision-making. In addition to their core investment advisory services, Robert W. Baird & Co. Incorporated extends their expertise to other financial domains. They offer services as a commodity pool operator or commodity trading advisor, regardless of whether they are registered or exempt from registration. Furthermore, the firm serves as a registered municipal advisor. With an impressive client base exceeding 141,620 individuals, Robert W. Baird & Co. Incorporated manages a substantial $247,790,348,000 in assets. The firm takes pride in its long-serving advisors, including notable professionals like James Vermillion, Patrick Lawton, and Erik Dahlberg. These seasoned experts contribute to the firm's reputation for providing top-tier financial guidance and investment solutions to their discerning clientele.

Inspirion Wealth Advisors, LLC is a well-established investment advisory firm based out of Libertyville, IL. With a total of 13 dedicated employees, 9 of whom specialize in providing comprehensive investment advisory services, the firm boasts a strong team of knowledgeable professionals. In terms of assets under management (AUM), Inspirion Wealth Advisors maintains an impressive average of approximately $57,260,000 per investment advisor, which aligns with the industry average. Their compensation structure reflects their commitment to client success, offering various types including a percentage of AUM, fixed fees, and performance-based fees. With a client base of over 370 individuals, Inspirion Wealth Advisors manages a significant amount of assets totaling more than $915,285,000. While the majority of these assets are for high-net-worth individuals, the firm also handles 401(k) and individual accounts, although they represent less than 30% of their AUM. Moreover, they possess the capability to manage employer funds, further expanding their reach. In addition to investment advisory services, Inspirion Wealth Advisors also operates as a registered representative of a broker-dealer, as well as an insurance broker or agent, broadening their scope of expertise. The firm takes pride in its local roots, being deeply ingrained in the Libertyville community, and maintains two office locations to better serve their clientele. Notably, Inspirion Wealth Advisors boasts a team of seasoned advisors, with notable names such as Mark Holmertz, Noah Seidenberg, and Myron Hazen among their longest-tenured professionals. Their collective experience and dedication to their clients have positioned the firm as a trusted and reliable resource for wealth management and investment advisory services.

The Milwaukee Company, headquartered in Thiensville, WI, is a prominent local investment advisory firm with a solid track record in the industry. Boasting a team of seven highly skilled professionals, they are dedicated to providing exceptional investment advisory services. With an average of $78,560,000 in assets under management per investment advisor, their expertise aligns with the industry average. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. The Milwaukee Company manages an impressive portfolio, currently overseeing over $936,013,000 in assets for more than 10 individual clients. Their specialized focus lies in catering to high net worth individuals, reflecting their proficiency in handling substantial financial resources. Notably, all of the assets entrusted to The Milwaukee Company are managed on a discretionary basis, showcasing the firm's ability to make autonomous investment decisions in line with client goals and risk tolerances. With two offices, The Milwaukee Company maintains a strong local presence within the Thiensville community. The firm takes pride in its experienced team, with notable long-tenured advisors such as Jacob Willms, Shrey Patel, and Andrew Willms. These individuals bring extensive industry knowledge and expertise, further reinforcing the firm's reputation for delivering exceptional investment advisory services. Overall, The Milwaukee Company distinguishes itself as a trusted and reliable partner for individuals seeking comprehensive investment guidance, capitalizing on their local roots and experienced team to deliver superior results for their clients.

Wealth Management Group, L.L.C. is a renowned local investment advisory firm based in Inverness, IL. With over 820 individual clients and a staggering $528,150,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. Having two offices, Wealth Management Group caters to a diverse range of clients, including employer 401Ks and high net worth individuals. What sets Wealth Management Group apart is their expertise in managing discretionary assets. They pride themselves on providing personalized and comprehensive investment advisory services, ensuring their clients' financial goals are met. Their compensation structure is flexible, including a percentage of assets under management and hourly charges, which allows them to accommodate various client preferences. With a team of seven skilled professionals, Wealth Management Group offers a wealth of knowledge and experience in the investment industry. Their investment advisors average approximately $75,450,000 in assets under management, which aligns with the industry average. Among the firm's notable advisors are Thomas Gruszka, David Bolanos, and Michael Sullivan, who have remained dedicated to serving clients for a considerable period. Wealth Management Group, L.L.C. is committed to building long-term relationships with their clients based on trust, integrity, and transparency. They strive to provide exceptional financial guidance, helping clients navigate the complexities of wealth management and achieve their financial aspirations.

WFA Asset Management Corp is a small investment advisory firm based out of Whitefish Bay, WI. With one office, the company operates with a team of seven dedicated professionals, three of whom specialize in providing investment advisory services. On average, each investment advisor manages approximately $104,400,000 in assets, which aligns with the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges. The firm manages a diverse portfolio, with around half of their assets under management coming from employer 401Ks or individuals. Their extensive experience in this area has solidified their reputation. WFA Asset Management Corp primarily focuses on discretionary management, with 95% of the assets they oversee falling under this category. With a strong emphasis on personalized service, the firm caters to over 380 individual clients who entrust them with a substantial $313,186,000 in assets under management. At WFA Asset Management Corp, clients benefit from the expertise and dedication of their seasoned advisors. Marilou Davido, Nhi Duong, and Nicholas Enea, some of the longest-tenured advisors at the firm, contribute to its success and commitment to delivering exceptional financial solutions. With their location in Whitefish Bay, WI, WFA Asset Management Corp is well-positioned to serve a diverse range of clients, providing comprehensive investment advisory services tailored to their unique needs. The firm's track record and expertise make them a trusted partner in achieving financial goals and securing long-term prosperity.

James T. Borello & Co., based out of East Dundee, IL, is a reputable investment advisory firm offering a comprehensive range of financial services. With four highly skilled employees, the firm specializes in providing personalized investment advisory services to a diverse clientele. Each investment advisor at James T. Borello & Co. has an average of $2,410,000 in assets under management, reflecting their expertise in managing substantial portfolios. The compensation structure at James T. Borello & Co. encompasses various types, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach allows clients to choose a payment method that aligns with their financial goals and preferences. With over 490 individual clients, James T. Borello & Co. manages an impressive $276,312,000 in assets. Notably, half of their assets under management are sourced from employer 401Ks or individual clients, showcasing their extensive experience and success in this specialized area. Furthermore, the firm operates with discretionary management for all of the assets they oversee, offering clients peace of mind and allowing for efficient decision-making. In addition to investment advisory services, James T. Borello & Co. also serves as a registered representative of a broker-dealer and acts as an insurance broker or agent. This comprehensive approach enables them to address a wide range of financial needs for their valued clients. Located in East Dundee, IL, James T. Borello & Co. operates from a single office. The firm boasts a team of highly experienced advisors, including Daniel Borello, Michael Speziale, and James Borello, who have demonstrated long-term dedication to serving their clients' financial goals.

Gryphon Advisors, LLC is a small investment advisory firm based out of Evanston, IL, with a reputation for excellence in the financial industry. With a team of eight highly skilled professionals, including three dedicated investment advisors, Gryphon Advisors offers comprehensive financial solutions to a diverse client base. Distinguished by their exceptional track record, Gryphon Advisors manages an impressive average of approximately $217,480,000 in assets under management per investment advisor, a figure significantly higher than the industry average. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management, ensuring alignment with their clients' interests. Gryphon Advisors caters to over 70 individual clients, overseeing a substantial portfolio totaling over $450,039,000 in assets under management. The firm specializes in managing the assets of high net worth individuals, with the majority of their clientele falling into this category. Although 401K and individual accounts make up less than 30% of their assets under management, Gryphon Advisors possesses the capability to effectively handle employer funds. With 81% of the assets they manage falling under discretionary management, Gryphon Advisors offers their clients the benefit of their extensive expertise and decision-making authority. In addition to their investment advisory services, Gryphon Advisors extends their offerings to include accounting services, ensuring a holistic approach to financial management. With a long-standing presence in the industry, Gryphon Advisors has cultivated a team of seasoned professionals. Notable advisors at the firm include Anthony Sapienza, John Swee, and David Close, all of whom contribute their wealth of experience to deliver exceptional results. Operating from a single office, Gryphon Advisors maintains their commitment to providing personalized, high-quality service to their valued clients.

Carter Financial Group, Inc. is a reputable investment advisory firm headquartered in Barrington, IL, with two office locations. With a dedicated team of nine professionals, including four experienced investment advisors, the firm offers comprehensive financial guidance and investment services to a diverse clientele. Benefiting from an average of $58,330,000 in assets under management per investment advisor, Carter Financial Group, Inc. maintains a competitive position within the industry. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and commissions, ensuring flexibility for clients. The firm has established a strong foothold in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their expertise in this space has garnered them a reputation for delivering exceptional results and tailored solutions to meet client objectives. Carter Financial Group, Inc. primarily manages discretionary assets, representing an impressive 99% of the total assets they oversee. This approach allows their clients to trust in the firm's expertise and decision-making abilities, placing their financial affairs in capable hands. In addition to investment advisory services, Carter Financial Group, Inc. extends their capabilities as a registered representative of a broker-dealer and as an insurance broker or agent. This comprehensive range of services ensures that clients have access to a wide array of financial solutions under one roof. The firm boasts a substantial client base, serving over 770 individual clients and managing assets valued at over $233,323,000. Among their team, Stephanie Hagan, Jennifer Karch, and Kevin Carter stand out as some of the longest tenured and most trusted advisors at Carter Financial Group, Inc.

Abound Wealth Management, LLC, headquartered in Franklin, TN, is a trusted local investment advisory firm. With a single office, they are committed to delivering personalized financial solutions to their clients. Boasting a team of 26 skilled professionals, including 16 dedicated investment advisors, they provide comprehensive advisory services. The firm maintains an impressive average of $49,200,000 in assets under management per investment advisor, reflecting their expertise in wealth management. Abound Wealth Management, LLC follows a diverse compensation structure, which includes methods such as a percentage of assets under management and hourly charges. While the firm primarily focuses on managing assets for high net worth individuals, they also possess the capability to oversee employer funds. Discretionary management is a key feature of their service, as they handle 100% of the assets they manage. Abound Wealth Management, LLC's strong reputation is evident in their extensive client base, which includes over 270 individuals. Their expertise in managing high-value assets has enabled them to accumulate an impressive $787,153,000 in assets under management. Noteworthy among the firm's staff are experienced advisors such as Bo Hanson, John Preston, and Carter Thomas, who have established long-standing tenures with Abound Wealth Management, LLC. Their commitment to client success and the firm's dedication to providing exceptional financial solutions have contributed to their continued growth and success in the industry.

Vantage Financial Partners, LLC, a local investment advisory firm headquartered in Elm Grove, WI, is committed to delivering comprehensive financial solutions to a wide range of clients. With over 1,200 individual clients and an impressive $431,280,000 in assets under management, Vantage Financial Partners has established itself as a trusted partner in managing clients' wealth. Operating from five offices, the firm maintains a local presence and is well-positioned to serve clients in Elm Grove and beyond. Vantage Financial Partners boasts a team of 20 employees, with nine dedicated to providing investment advisory services. This enables the firm to offer personalized attention and expertise to their clients. The investment advisors at Vantage Financial Partners average approximately $48,750,000 in assets under management per advisor, aligning with industry standards. Their extensive experience and knowledge contribute to their ability to manage portfolios effectively and create tailored investment strategies. Vantage Financial Partners' compensation structure is diverse, including a percentage of assets under management and fixed fees. This ensures flexibility and transparency in their fee arrangements, allowing for a fair and aligned relationship with their clients. Approximately half of their assets under management are derived from employer 401Ks and individual accounts, indicating their expertise in this space. The firm has gained valuable experience in managing these types of assets, providing clients with tailored solutions and effective portfolio management. With a strong team of advisors, including Matthew Niederbaumer, Andrew Meyer, and Jeremy Gardner, who have demonstrated long-term commitment to the firm, Vantage Financial Partners continues to uphold their reputation for excellence and dedication to their clients' financial success.