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Fastest Growing RIAs
in Illinois

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

The Mather Group, LLC
Chicago, 
IL
3 Year Grow Rate:
326%
AUM (MM):
$4,696

#

Virtue Asset Management LLC
Barrington, 
IL
3 Year Grow Rate:
244%
AUM (MM):
$63

#

Eastgate Capital Advisors LLC
Winnetka, 
IL
3 Year Grow Rate:
228%
AUM (MM):
$40

#

Parkside Investments, LLC
Deerfield, 
IL
3 Year Grow Rate:
200%
AUM (MM):
$649

#

Lakewood Asset Management, LLC
Naperville, 
IL
3 Year Grow Rate:
193%
AUM (MM):
$160

#

Oak Family Advisors, LLC
Chicago, 
IL
3 Year Grow Rate:
120%
AUM (MM):
$264

#

W.K. Cooper II Asset Management Corporation
Champaign, 
IL
3 Year Grow Rate:
117%
AUM (MM):
$50

#

Financial Solutions Advisory Group
Chicago, 
IL
3 Year Grow Rate:
115%
AUM (MM):
$597

#

North Shore Private Asset Management, LLC
Lake Forest, 
IL
3 Year Grow Rate:
107%
AUM (MM):
$255

#

Seed Wealth Management, Inc.
Evanston, 
IL
3 Year Grow Rate:
98%
AUM (MM):
$92

#

Uhlmann Investment Management, L.L.C.
Chicago, 
IL
3 Year Grow Rate:
97%
AUM (MM):
$110

#

Tallwoods Partners, LLC
Chicago, 
IL
3 Year Grow Rate:
92%
AUM (MM):
$200

#

Peak Wealth Planning, LLC
Champaign, 
IL
3 Year Grow Rate:
83%
AUM (MM):
$25

#

Kovitz Investment Group Partners, LLC
Chicago, 
IL
3 Year Grow Rate:
81%
AUM (MM):
$5,149

#

SVRN Asset Management, LLC
Chicago, 
IL
3 Year Grow Rate:
81%
AUM (MM):
$65

#

Strategic Wealth Partners
Deerfield, 
IL
3 Year Grow Rate:
76%
AUM (MM):
$2,680

#

Fountainhead Financial, LLC
Chicago, 
IL
3 Year Grow Rate:
72%
AUM (MM):
$249

#

Conifer Bay Capital LLC
Winnetka, 
IL
3 Year Grow Rate:
66%
AUM (MM):
$35

#

Crescent Grove Advisors
Lake Forest, 
IL
3 Year Grow Rate:
64%
AUM (MM):
$3,414

#

Brady Investment Counsel LLC
Bloomington, 
IL
3 Year Grow Rate:
64%
AUM (MM):
$66

#

DiMeo Schneider & Associates LLC
Chicago, 
IL
3 Year Grow Rate:
62%
AUM (MM):
$19,119

#

P/E Capital Investments
Chicago, 
IL
3 Year Grow Rate:
62%
AUM (MM):
$28

#

Riverbend Capital Advisors, LLC
Chicago, 
IL
3 Year Grow Rate:
60%
AUM (MM):
$379

#

Joselit Asset Management
Northbrook, 
IL
3 Year Grow Rate:
59%
AUM (MM):
$44

#

JMG Financial Group Ltd
Downers Grove, 
IL
3 Year Grow Rate:
59%
AUM (MM):
$3,327

#

Westwood Management Corporation
Chicago, 
IL
3 Year Grow Rate:
52%
AUM (MM):
$878

#

Capital Strategies Investment Group LLC
Villa Park, 
IL
3 Year Grow Rate:
49%
AUM (MM):
$15,714

#

Embree Financial Group
Chicago, 
IL
3 Year Grow Rate:
48%
AUM (MM):
$1,224

#

Rappaport Reiches Capital Management,
Skokie, 
IL
3 Year Grow Rate:
47%
AUM (MM):
$575

#

Capstone Financial Advisors Inc
Downers Grove, 
IL
3 Year Grow Rate:
43%
AUM (MM):
$1,643

#

Riverpoint Wealth Management
Chicago, 
IL
3 Year Grow Rate:
36%
AUM (MM):
$540

#

Hochman Cole Investment Advisors, Inc.
Deerfield, 
IL
3 Year Grow Rate:
36%
AUM (MM):
$389

#

High Pointe Capital Management, LLC
Chicago, 
IL
3 Year Grow Rate:
36%
AUM (MM):
$144

#

Promus Capital, LLC
Chicago, 
IL
3 Year Grow Rate:
34%
AUM (MM):
$849

#

Premier Asset Management LLC
Chicago, 
IL
3 Year Grow Rate:
33%
AUM (MM):
$706

#

Stairway Partners, LLC
Chicago, 
IL
3 Year Grow Rate:
29%
AUM (MM):
$766

#

Front Barnett Associates LLC
Chicago, 
IL
3 Year Grow Rate:
25%
AUM (MM):
$902

#

Arthur M. Cohen & Associates LLC
Northbrook, 
IL
3 Year Grow Rate:
22%
AUM (MM):
$768

#

Urban Financial Advisory Corporation
Chicago, 
IL
3 Year Grow Rate:
19%
AUM (MM):
$928

#

Cypress Capital Partners, LLC
Chicago, 
IL
3 Year Grow Rate:
1%
AUM (MM):
$344
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