The wealth management industry in Illinois caters to a broad range of client needs, from portfolio management to strategic financial planning, offering personalized advisory services. These companies, such as BMO Harris Bank and Alera Group, Inc., utilize diverse strategies and tools to achieve the unique financial goals of their clients. The sector is experiencing progressive growth, with firms focusing on expanding their services and integrating advanced technologies for improved client experience.


Top 19 wealth management companies in Illinois

1. BMO Harris Bank

  • Website: bmoharris.com
  • Headquarters: Chicago, Illinois, United States
  • Founded: 1882
  • Headcount: 5001-10000
  • LinkedIn

BMO Harris Bank N.A. and its affiliates, operating under the brand name 'BMO Wealth Management', provide a range of personalized wealth management services, including investment, investment advisory, trust, banking, and securities products and services. They offer customized planning, guidance, and communication strategies to help clients pursue their unique financial goals.


2. Alera Group, Inc.

  • Website: aleragroup.com
  • Headquarters: Deerfield, Illinois, United States
  • Founded: 2017
  • Headcount: 1001-5000
  • Latest funding type: Series Unknown
  • LinkedIn

Alera Group is an employee benefits, property and casualty, risk management, and wealth management company. They are passionate about their clients' success and offer financial planning, retirement planning, investment advice, personal insurance, estate planning, and brokerage services.


3. Hightower Advisors

  • Website: hightoweradvisors.com
  • Headquarters: Chicago, Illinois, United States
  • Founded: 2008
  • Headcount: 201-500
  • Latest funding type: Private Equity
  • LinkedIn

Hightower Advisors is a wealth management firm that focuses on growth by adding successful firms to their community, providing tools and content for advisory firms, and enabling advisors to prioritize client well-being. They believe in supporting advisors in defining and achieving each client's unique success story.


4. Savant Wealth Management

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We offer Wise Counsel by your side.


5. Brookstone Capital Management

Brookstone Capital Management is a powerful and turnkey asset management platform offering flexible solutions and services for financial advisors. They provide a range of tools and resources to help advisors scale their practice and enhance client services. Their platform allows advisors to track prospects, generate custom risk profiles, build portfolios, and streamline client onboarding. They offer back-office support and a variety of investment solutions to meet the particular needs of each advisor's business.


6. Altair Advisers

Altair Advisers is an independent wealth advisory firm that provides investment management, financial planning, and client education services. They serve a select group of individuals, families, foundations, and endowments, acting as fiduciaries and advocating for their clients' financial well-being.


7. Savant Capital Management

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.


8. BMO Family Office

BMO Family Office offers a comprehensive range of financial services including family office, investment advisory, investment management, trust, banking, and loan products.


9. Forum Financial Management, LP

Forum Financial is a financial planning and wealth management company based in Salt Lake City, UT. They offer services such as estate planning, investment management, tax planning, and retirement planning. Their team of experienced advisors helps individuals, families, business owners, and medical professionals achieve their unique financial goals.


10. Arete Wealth

Arete Wealth is a financial management firm that offers full-service Broker Dealer, Registered Investment Advisory, and Insurance services. With over 15 years of experience, they curate a diverse range of investments across various sectors, backed by thorough due diligence. Their smart and sophisticated approach to investing and wealth-building sets them apart.


11. IHT Wealth Management

iHt Wealth Management is a financial advisory firm offering a range of services including asset management, financial planning, insurance and risk management, private equity and alternative investments. They aim to provide their clients with the expertise and support needed to address all their financial needs.


12. Marquee 360

Marquee 360 is a company that offers comprehensive financial investment solutions. With a focus on maximizing returns for clients, they provide a range of services including portfolio management, asset allocation, and financial planning.


13. Marquette Associates

Marquette Associates is a company that offers investment consulting and advisory services to institutional investors. They provide guidance and expertise in areas such as asset allocation, manager selection, and portfolio construction to help clients achieve their investment objectives.


14. El Valor

  • Website: elvalor.org
  • Headquarters: Chicago, Illinois, United States
  • Founded: 1973
  • Headcount: 201-500
  • LinkedIn

Elvalor.org is a company that offers a range of services to its customers. They specialize in providing valuable solutions and assistance in various areas. With their expertise and knowledge, they aim to help individuals and businesses achieve their financial goals.


15. Investment Planners, Inc. -- IPI Wealth Management, Inc.

Investment Planners, Inc. (IPI) is a financial services company that offers comprehensive trading services, customized financial plans, and mutual fund comparisons. They prioritize integrity and independence in delivering products and services that prioritize the best interests of their clients. With a partnership approach, they help clients achieve their long-term financial security and lifestyle goals.


16. Equitable Advisors

Equitable Advisors is a financial services company that offers investment advisory products and services, retirement planning, insurance products, and market insights to help clients build, protect and preserve their wealth in accordance with their goals and dreams.


17. Strike

  • Website: strike.me
  • Headquarters: Remote, Illinois, United States
  • Founded: 2020
  • Headcount: 51-200
  • Latest funding type: Series B
  • LinkedIn

Strike.me is a company that offers financial services and investment solutions. They aim to provide their customers with innovative products and strategies to help them achieve their financial goals.


18. Concord Marketing Solutions Inc.

  • Website: concordms.com
  • Headquarters: Glendale Heights, Illinois, United States
  • Founded: 1993
  • Headcount: 51-200
  • LinkedIn

Concord Management Solutions is a company that offers comprehensive investment banking services. They specialize in providing financial advice and solutions to clients in various industries. With a team of experienced professionals, Concord Management Solutions assists their clients in making informed investment decisions and maximizing their returns.


19. Rich Harvest Farms

Rich Harvest Farms is a company that offers a range of services in the investment banking industry. They provide expertise in financial analysis, strategic planning, and investment management. The company aims to assist clients in achieving their investment goals through personalized advice and tailored solutions.


Want to find more wealth management companies?


If you want to find more companies that offer unique financial strategies and comprehensive investment advisory services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


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  • Ownership: Which of these are private equity backed? Which are family-owned?
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...and a lot more!