Top 10 financial advisor firms in Chicago

78 SEC-registered financial advisor firms are headquartered in Chicago, IL, with $468B in combined regulatory assets under management. The largest by assets are Hightower Advisors ($199B), Cresset Asset Management ($78.9B) and CIBC Private Wealth Advisors ($67.8B).

78
Financial advisor firms: $468B
Their combined AUM: $565M
Median firm AUM: 113,396
Clients of the top 10

The 10 largest by assets

1
Hightower Advisors
RIA
$199B
Regulatory AUM
2
Cresset Asset Management
RIA
$78.9B
0.60% to 1.25% a year
3
CIBC Private Wealth Advisors
RIA
$67.8B
0.60% to 1.20% a year
4
The Mather Group
RIA
$13.4B
0.50% to 1.15%
5
Curi Capital
RIA
$11.6B
0.25% to 1.25% a year
6
Bmo Family Office
RIA
$9.99B
Up to 0.60% a year
7
Altair Advisers
RIA
$9.76B
0.10% to 0.80%
8
Chicago Partners Investment Group
RIA
$7.47B
0.30% to 1.25% a year
9
VestGen Advisors
RIA
$6.67B
Up to 2.50% a year
10
Chicago Capital
RIA
$4.82B
1.00% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Hightower Advisors

Hightower Advisors is an investment adviser based in Chicago, IL, registered with the SEC since 2008. 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 $199 billion, as filed on 3 September 2026.

Regulatory AUM: $199B
Clients: 64,035
Advisory staff: 953
Founded: 2008
Custodians: Fidelity, Charles Schwab, Pershing
Headquarters: 200 W. Madison St., Suite 2500, Chicago, IL 60606
Phone: 312-962-3800
Website: hightowerbethesda.com

No. 2 · RIA

Cresset Asset Management

Cresset Asset Management is an investment adviser based in Chicago, IL, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $78.9 billion, as filed on 13 August 2026.

Cresset Asset Management charges 0.60%–1.25% a year for its Advisory fee, Top-Tier and Waterfall schedules.

Regulatory AUM: $78.9B
Clients: 4,911
Advisory staff: 187
Founded: 2017
Fee schedule: 0.60% to 1.25% a year
Custodians: Fidelity, Charles Schwab, Pershing
Headquarters: 444 W. Lake Street, Suite 4700, Chicago, IL 60606
Phone: 312-429-2400
Website: cressetcapital.com

No. 3 · RIA

CIBC Private Wealth Advisors

CIBC Private Wealth Advisors is an investment adviser based in Chicago, IL, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $67.8 billion, as filed on 22 June 2026.

CIBC Private Wealth Advisors charges 0.60%–1.20% a year for its New Wealth Management Accounts.

Regulatory AUM: $67.8B
Clients: 9,236
Advisory staff: 220
Fee schedule: 0.60% to 1.20% a year
Minimum account: $1,000,000
Custodians: CIBC Mellon Global Securities Services, Charles Schwab, Fidelity
Headquarters: 181 West Madison Street, 36th Floor, Chicago, IL 60602
Phone: 312-368-7700
Website: private-wealth.us.cibc.com

No. 4 · RIA

The Mather Group

The Mather Group is an investment adviser based in Chicago, IL, registered with the SEC since 2011. 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 $13.4 billion, as filed on 4 September 2026.

The Mather Group charges 0.50%–1.15% for its Comprehensive services. The brochure does not state whether the rate is annual.

Regulatory AUM: $13.4B
Clients: 4,773
Advisory staff: 97
Fee schedule: 0.50% to 1.15%
Minimum account: $1,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 353 N. Clark Street, Suite 2775, Chicago, IL 60654
Phone: 888-537-1080
Website: themathergroup.com

No. 5 · RIA

Curi Capital

Curi Capital is an investment adviser based in Chicago, IL, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and insurance companies. Its regulatory assets under management total $11.6 billion, as filed on 7 July 2026.

Curi Capital charges 0.25%–1.25% a year for its Wealth Management Fees.

Regulatory AUM: $11.6B
Clients: 2,960
Advisory staff: 106
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: One North Wacker Drive, Suite 3500, Chicago, IL 60606
Phone: 312-993-5800
Website: curicapital.com

No. 6 · RIA

Bmo Family Office

Bmo Family Office is an investment adviser based in Chicago, IL, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $9.99 billion, as filed on 28 January 2026.

Bmo Family Office charges up to 0.60% a year for its Discretionary investment management fees.

Regulatory AUM: $9.99B
Clients: 73
Advisory staff: 75
Fee schedule: Up to 0.60% a year
Minimum account: $50,000,000
Custodians: Charles Schwab, Northern Trust Securities
Headquarters: 320 South Canal Street, Floor 12, Chicago, IL 60606
Phone: 650-210-5042

No. 7 · RIA

Altair Advisers

Altair Advisers is an investment adviser based in Chicago, IL, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $9.76 billion, as filed on 31 March 2026.

Altair Advisers charges 0.10%–0.80% for its Fees for Investment Advisory Clients. The brochure does not state whether the rate is annual.

Regulatory AUM: $9.76B
Clients: 1,016
Advisory staff: 34
Fee schedule: 0.10% to 0.80%
Minimum account: $7,000,000
Custodians: Pershing, Charles Schwab
Headquarters: 225 W. Washington Street, Suite 2400, Chicago, IL 60606
Phone: 312-429-3000
Website: altairadvisers.com

No. 8 · RIA

Chicago Partners Investment Group

Chicago Partners Investment Group is an investment adviser based in Chicago, IL, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $7.47 billion, as filed on 18 March 2026.

Chicago Partners Investment Group charges 0.30%–1.25% a year for its Asset-Based Fee Schedule.

Regulatory AUM: $7.47B
Clients: 2,764
Advisory staff: 38
Fee schedule: 0.30% to 1.25% a year
Minimum account: $1,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 1 North Wacker Drive, Suite 4075, Chicago, IL 60606
Phone: 312-284-6363
Website: chicagopartnersllc.com

No. 9 · RIA

VestGen Advisors

VestGen Advisors is an investment adviser based in Chicago, IL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $6.67 billion, as filed on 11 September 2026.

VestGen Advisors charges up to 2.50% a year for its VGA Investment Management Fees.

Regulatory AUM: $6.67B
Clients: 22,790
Advisory staff: 58
Fee schedule: Up to 2.50% a year
Custodians: Pershing, Charles Schwab, Fidelity
Headquarters: 1 North Franklin, Suite 1850, Chicago, IL 60606
Phone: 312-237-4446
Website: vestgen.com

No. 10 · RIA

Chicago Capital

Chicago Capital is an investment adviser based in Chicago, IL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $4.82 billion, as filed on 21 September 2026.

Chicago Capital charges 1.00% a year for its Investment Management.

Regulatory AUM: $4.82B
Clients: 838
Advisory staff: 12
Fee schedule: 1.00% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 550 W. Washington BLVD., Ste. 1650, Chicago, IL 60661
Phone: 312-429-2333
Website: chicagocapital.com

Questions about financial advisors in Chicago

How many financial advisor firms are headquartered in Chicago?

78 SEC-registered financial advisor firms report their principal office in Chicago, IL, managing $468B in regulatory assets between them. The other 268 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Chicago?

Hightower Advisors, with $199B in regulatory assets under management on its latest Form ADV. The next largest are Cresset Asset Management ($78.9B) and CIBC Private Wealth Advisors ($67.8B).

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

How large is a typical financial advisor firm in Chicago?

The median firm manages $565M in regulatory assets. That is the midpoint of the 78 firms headquartered in Chicago.

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

How much do financial advisors in Chicago charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.60% 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 Chicago?

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

Chicago has 78 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Chicago

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