This article showcases our top picks for the best Illinois based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Illinois Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Envestnet
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Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors.
HighTower Advisors
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HighTower is a financial services company providing solutions for high-net-worth and institutional clients.
Citadel
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Citadel is a financial services company offering a comprehensive range of wealth management services to individuals.
M1 Finance
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M1 Finance provides a free platform to enable people to manage and grow their money with control and automation.
First Mid-Illinois Bank & Trust
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First Mid-Illinois Bank & Trust is a financial services company.
Midland States Bank
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Midland States Bank is a community-based financial holding company offering a full range of banking services and products.
Northern Trust
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Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
Ziegler
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Ziegler is a full-service, specialty investment firm and broker-dealer. We provide investment banking, sales & trading.
Wintrust Financial
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Wintrust offers the products and technology of the big banks but pairs it with exceptional service.
Oranj
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Oranj provides wealth managers with digital advice tools to enhance the client experience and connect with and convert more prospects.
LaSalle Investment Management
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LaSalle Investment Management operates as a global real estate investment manager.
GeoWealth, LLC
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GeoWealth is an end-to-end technology platform and turnkey model marketplace.
Genivity
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Genivity is a platform that tracks and predicts family health risks to help financial advisors better serve their clients.
Segall Bryant & Hamill
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Segall Bryant & Hamill is an independent, employee-owned partnership located in Chicago, Illinois.
David A. Noyes & Co
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They specialize in building long-term plans for wealth management with carefully constructed portfolios based on meaningful conversations.
Family Office Exchange
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FOX is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries.
Global Brass and Copper Holdings
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Global Brass and Copper Holdings is wholly-owned principal operating subsidiary.
Romano
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Romano provides retirement planning, cash management, brokerage, wealth management, trust and financial planning services.
BondWave
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BondWave deals with financial services in investment & fixed income management with tools in a proposal, TCA, trade opportunity & analytics.
Arete Wealth
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Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm.
OFS Capital Corporation
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OFS Capital Corporation (NASDAQ: OFS) is a business development company
Duff & Phelps Investment Management
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Duff & Phelps Investment Management is a financial advisory firm that delivers investment management services to institutions.
QCR Holdings
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QCR Holdings, Inc. will be the premier provider of financial services to businesses and individuals for whom relationships matter
Savant Wealth Management
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Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
Porte Brown LLC
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Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.
Fates, Bodily & Parker
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Fates, Bodily & Parker is an accounting firm that provides Tax Planning and Attestation services, Wealth Management, and IRS assistance.
Forum
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Forum provides portfolio management, retirement, estate and tax planning, insurance analysis and financial management services.
RT Tax
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RT Tax is a financial firm that assists in income tax refunds for people in foreign countries.
Trust Company of Illinois
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TC Wealth Partners is a Chicago area wealth management firm with expertise in financial planning, trust services, and retirement plans.
Schoen Financial Advisors
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Schoen Financial Advisors offers wealth management, risk protection, planning assistance , and investment, tax planning and preparation.
Vivaldi Capital Management
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Vivaldi Capital Management is a wealth and investment management firm.
Mid-Continent Capital
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Mid-Continent Capital is an investment consulting firm that specializes in the management of equity and fixed income portfolios.
Kovitz
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Kovitz provides a range of asset management and financial advisory strategies to individuals, institutions and financial professionals.
Investment Planners
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Investment Planners operates as a broker-dealer that specializes in wealth management, advice and financial services.
MidAmerica National Bank
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MidAmerica National Bank is a full-service community bank specializing in personal banking, finance, mortgages, loans and wealth management.
Wealthsite
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Wealthsite provides wealth management, advice, consulting, investment and financial services.
LaSalle Street Corporation
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A description for LaSalle Street Corporation is coming soon.
Left Brain Wealth Management
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Left Brain Wealth Management provides strategic wealth planning, financial advice as well as support and training.
Chicago Partners Wealth Advisor
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Chicago Partners Wealth Advisor provides investment management, financial planning, tax support and private banking services to businesses.
Geiger Wealth
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Geiger Wealth is a full-service wealth management service provider company.
Altair Advisers
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Altair Advisers specializes in investment management, financial planning, wealth management and client education services.
John R. Waters & Company
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John R. Waters & Company is an accounting firm that deals with corporate tax, business consultancy and wealth management.
Coyle Financial Counsel
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Coyle Financial Counsel helps families in wealth management, life insurance, money management, reduce income and estate taxes.
Pekin Hardy Strauss Wealth Management
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Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services.
Byron Bank
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Byron Bank offers a full range of banking services like wealth management, personal, mortgage loan, credit card, online banking and lending.
Zabana Technologies
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A FinTech development firm that incubates and monetizes cutting-edge, analytics-intense solutions for the financial sector
Mendel Money Management
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Mendel Money Management engages in wealth management and financial planning services.
Brookstone Capital Management
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Brookstone Capital Management specializes in providing financial services in portfolios, asset management and investment advisory services.
Harrison and Held
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Harrison & Held is an independent boutique firm that provides exceptional service and value to our clients by focusing on core strengths.
Bank of Gibson City
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Bank of Gibson City offers online banking, loans, investment and other financial services.
Aegea Capital
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Aegea Capital offers intuitive solutions to gain sustainable performance & stringent risk management in the alternative investment industry.
South Loop CPA
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South Loop CPA is a boutique Certified Public Accounting firm that provides personalized accounting, tax, and wealth management services.
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NetworthShare helps you calculate net worth, track it online, compare it to others & see where you stack up.
Goodfield State Bank
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Goodfield State Bank is a full-service bank that offers financial and wealth management services.
BPA Financial Advisors
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BPA Financial Advisors offers asset management, insurance, financial, and retirement planning services.
Alberts Wealth Advisors LLC
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Alberts Wealth Advisors LLC is a Wealth advisory firm that provides various types of financial services to their clients.
Total Clarity Wealth Management
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Total Clarity Wealth Management engages in investment management advisory, financial, estate, business, 401K & retirement planning services.
New Orchard Capital
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New Orchard Capital provides investment management, business development, due diligence and consulting services.
New Vernon Wealth Management
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New Vernon Wealth Management provides investment advice and wealth management services.
Tetley Investments
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Tetley Investments is a full-service, independent financial advisory firm that only answers to you, making investments interesting.
DeMarco Sciaccotta Wilkens & Dunleavy
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DeMarco Sciaccotta Wilkens & Dunleavy is an accounting and advisory company that offers financial, consulting & wealth management services.
P&L Investments
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P&L Investments provides accounting, financial management and investment solutions to its customers.
Paulson Wealth Management
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Paulson Wealth Management is a registered investment advisory firm that specializes in providing investment management.
Rappaport Reiches Capital Management
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Rappaport Reiches Capital Management offers wealth management, private banking and estate planning services.
The Family Wealth Alliance
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The Family Wealth Alliance connects the multifamily wealth community.
The Pinnacle Planning Group
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The Pinnacle Planning Group renders financial planning, retirement planning, insurance and financial services.
Fisher National Bank
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Fisher National Bank provides banking, wealth management and financial services.
Monere Investments
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Monere Investments delivers financial services such as investments, wealth management and financial planning.
Frank J Baker
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Frank J Baker is a firm that offers a range of services such as tax, accounting, auditing and consulting to its clients.
IHT Wealth Management
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IHT Wealth Management provides highly individualized client service and focuses on offering financial solutions.
Cutrara & Company
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Cutrara & Company provides financial reporting, internal auditing, tax preparation, wealth planning, accounting and consulting services.
Wealth Strategist Partners
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Wealth Strategist Partners provides investment and wealth management advisory services to families and individuals.
72 Financial
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72 Financial offers strategy, accounting, financial planning, asset management, retirement advice and consulting services.
The Clay City Banking Company
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The Clay City Banking Company offers a wide range of banking and financial services to its commercial and personal customers.
Miramar Capital
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Miramar Capital is an investment advisory firm that provides portfolio management, financial solution and wealth planning services.
XLazz
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XLazz is developing and selling 3D watch and VR,AR wearable glass.
Capstone Financial Advisors
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Capstone Financial Advisors is a customized financial planning and wealth management company.
bosiDNA
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BOSI Inc, an online platform, serving the global business community with tools and insight to build strategy and high-performance teams.
Upper Valley Financial Consulting
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Upper Valley Financial Consulting specializes in corporate financial management advice and counseling.
Old Plank Trail Community Bank
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Old Plank Trail Community Bank offers financial services, banking, mortgages and wealth management.
Zimmerman Wealth Management
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Zimmerman Wealth Management provides superior expertise in comprehensive financial planning and investment management.
Quantum Capital Investments
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Quantum Capital Investments is a consulting firm that provides financial and wealth management services.
Aaron Wealth Advisors
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We are a registered independent advisory firm dedicated to helping individuals, families, and family offices manage their wealth.
State Bank of Bement
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State Bank of Bement provides personal banking, mortgage, investment, loans and other services.
Jersey State Bank
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Jersey State Bank offers wealth management, personal and commercial banking services.
Chesley, Taft & Associates
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Chesley, Taft & Associates is an investment management firm that offers retirement plans, portfolio management and financial services.
Lowery Asset Consulting
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Lowery Asset Consulting provides services in investment & wealth management, retirement benefits and consulting.
Rozovics Group
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Rozovics Group provides strategic planning, taxation, wealth management and business accounting services to individuals and businesses.
Clear Financial Strategies
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Clear Financial Strategies offers wealth management, retirement planning, estate planning, and charitable planning services.
Equity Armor Investments
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Equity Armor Investments provides investment strategies along with wealth management advisory services for retail & financial institutions.
MPI Wealth Management
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MPI Wealth Management is an investment advisory firm that specializes in asset management, wealth management and financial planning.
First State Bank of Bloomington
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First State Bank of Bloomington is a financial institution that offers banking, loan and wealth management services.
Fiduciary Financial Partners
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Fiduciary Financial Partners is a wealth management and financial consulting firm.
InterOcean Capital
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InterOcean Capital is a wealth management firm that enhances portfolio efficiency and stays committed to financial plans during the crisis.
State Bank of Toulon
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State Bank of Toulon offers loans, retirement planning, credit cards, leasing, wealth management, saving accounts & online banking services.
Hinsdale Associates
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Hinsdale Associates offers retirement planning, investment, wealth management, pension, fixed income, and insurance services.
Clune & Associates
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Clune & Associates is providing wealth management services to individuals, families, and small institutions.
First State Bank
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First State Bank offers mobile payment, commercial lending and wealth management services.
