Top 5 financial advisor firms in Barrington

5 SEC-registered financial advisor firms are headquartered in Barrington, IL, with $1.48B in combined regulatory assets under management. The largest by assets are Sequoia Wealth Management ($600M), Carter Financial Group ($382M) and Virtue Asset Management ($211M).

5
Financial advisor firms: $1.48B
Their combined AUM: $211M
Median firm AUM: 2,771
Clients of the top 5

The 5 largest by assets

1
Sequoia Wealth Management
RIA
$600M
Regulatory AUM
2
Carter Financial Group
RIA
$382M
1.00% to 2.50% a year
3
Virtue Asset Management
RIA
$211M
0.50% to 0.80% a year
4
Illuminate Wealth Management
RIA
$168M
Regulatory AUM
5
Kinnamon & Associates LTD II
RIA
$118M
0.50% to 1.25% a year

Profiles of the top 5

No. 1 · RIA

Sequoia Wealth Management

Sequoia Wealth Management is an investment adviser based in Barrington, IL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $600 million, as filed on 12 March 2026.

Regulatory AUM: $600M
Clients: 1,640
Advisory staff: 16
Custodians: LPL Financial, Assetmark Brokerage
Headquarters: 200 Applebee St, Suite 208, Barrington, IL 60010
Phone: 847-310-5900
Website: sequoiafinancialplanning.com

No. 2 · RIA

Carter Financial Group

Carter Financial Group is an investment adviser based in Barrington, IL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $382 million, as filed on 5 March 2026.

Carter Financial Group charges 1.00%–2.50% a year for its Investment Management Fee.

Regulatory AUM: $382M
Clients: 826
Advisory staff: 6
Fee schedule: 1.00% to 2.50% a year
Custodians: Charles Schwab
Headquarters: 222 South Cook Street, Barrington, IL 60010
Phone: 847-713-2700
Website: carterfinancialgroup.com

No. 3 · RIA

Virtue Asset Management

Virtue Asset Management is an investment adviser based in Barrington, IL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $211 million, as filed on 7 July 2026.

Virtue Asset Management charges 0.50%–0.80% a year for its Asset Management Fee.

Regulatory AUM: $211M
Clients: 97
Advisory staff: 3
Founded: 2016
Fee schedule: 0.50% to 0.80% a year
Custodians: Charles Schwab
Headquarters: 308 W. Main Street, Barrington, IL 60010
Phone: 847-892-7145
Website: virtueassetmanagement.com

No. 4 · RIA

Illuminate Wealth Management

Illuminate Wealth Management is an investment adviser based in Barrington, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $168 million, as filed on 20 May 2026.

Regulatory AUM: $168M
Clients: 77
Advisory staff: 2
Custodians: Charles Schwab, Fidelity
Headquarters: 777 N. Lake Zurich Road, Suite 125c, Barrington, IL 60010
Phone: 847-595-1315
Website: illuminatewm.com

No. 5 · RIA

Kinnamon & Associates LTD II

Kinnamon & Associates LTD II is an investment adviser based in Barrington, IL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $118 million, as filed on 10 April 2026.

Kinnamon & Associates LTD II charges 0.50%–1.25% a year for its Portfolio management services.

Regulatory AUM: $118M
Clients: 131
Advisory staff: 2
Fee schedule: 0.50% to 1.25% a year
Custodians: Pershing
Headquarters: 217 N. Northwest Hwy, Barrington, IL 60010
Phone: 847-381-1053

Questions about financial advisors in Barrington

How many financial advisor firms are headquartered in Barrington?

5 SEC-registered financial advisor firms report their principal office in Barrington, IL, managing $1.48B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Barrington?

Sequoia Wealth Management, with $600M in regulatory assets under management on its latest Form ADV. The next largest are Carter Financial Group ($382M) and Virtue Asset Management ($211M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Barrington?

The median firm manages $211M in regulatory assets. That is the midpoint of the 5 firms headquartered in Barrington.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Barrington charge?

Of the 5 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Barrington?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Barrington has 5 financial advisor firms; see every adviser in the city →