Top 8 financial advisor firms in Downers Grove

8 SEC-registered financial advisor firms are headquartered in Downers Grove, IL, with $14.2B in combined regulatory assets under management. The largest by assets are JMG Financial Group ($7.5B), Capstone Financial Advisors ($2.87B) and Feldman, Ingardona & Co. ($1.99B).

8
Financial advisor firms: $14.2B
Their combined AUM: $702M
Median firm AUM: 4,787
Clients of the top 8

The 8 largest by assets

1
JMG Financial Group
RIA
$7.5B
0.35% to 1.00% a year
2
Capstone Financial Advisors
RIA
$2.87B
0.50% to 1.00% a year
3
Feldman, Ingardona & Co.
RIA
$1.99B
0.30% to 0.80% a year
4
Vertex Planning Partners
RIA
$1.01B
0.30% to 2.00% a year
5
Bentley Financial Group
RIA
$393M
Regulatory AUM
6
Opus Financial Solutions
RIA
$151M
Up to 1.00% a year
7
Clement Street Capital
RIA
$141M
0.50% to 1.00% a year
8
Arbor Financial Services
RIA
$122M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

JMG Financial Group

JMG Financial Group is an investment adviser based in Downers Grove, IL, registered with the SEC since 1985. 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 $7.5 billion, as filed on 23 March 2026.

JMG Financial Group charges 0.35%–1.00% a year for its Typical fee range for portfolio management.

Regulatory AUM: $7.5B
Clients: 1,789
Advisory staff: 66
Fee schedule: 0.35% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515
Phone: 630-571-5252
Website: jmgfinancial.com

No. 2 · RIA

Capstone Financial Advisors

Capstone Financial Advisors is an investment adviser based in Downers Grove, IL, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.87 billion, as filed on 31 March 2026.

Capstone Financial Advisors charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $2.87B
Clients: 1,072
Advisory staff: 25
Founded: 1999
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2001 Butterfield Road, Suite 1750, Downers Grove, IL 60515
Phone: 630-241-0833
Website: capstone-advisors.com

No. 3 · RIA

Feldman, Ingardona & Co.

Feldman, Ingardona & Co. is an investment adviser based in Downers Grove, IL, registered with the SEC since 1997. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $1.99 billion, as filed on 14 September 2026.

Feldman, Ingardona & Co. charges 0.30%–0.80% a year for its Investment advisory services.

Regulatory AUM: $1.99B
Clients: 184
Advisory staff: 6
Fee schedule: 0.30% to 0.80% a year
Custodians: Fidelity
Headquarters: 2001 Butterfield RD, Ste 170, Downers Grove, IL 60515
Phone: 630-663-1800
Website: feldmaningardona.com

No. 4 · RIA

Vertex Planning Partners

Vertex Planning Partners is an investment adviser based in Downers Grove, IL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.01 billion, as filed on 30 March 2026.

Vertex Planning Partners charges 0.30%–2.00% a year for its Investment Management Fees.

Regulatory AUM: $1.01B
Clients: 843
Advisory staff: 13
Fee schedule: 0.30% to 2.00% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 3000 Woodcreek Drive, Suite 100, Downers Grove, IL 60515
Phone: 630-836-3300
Website: vertexplanningpartners.com

No. 5 · RIA

Bentley Financial Group

Bentley Financial Group is an investment adviser based in Downers Grove, IL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individuals. Its regulatory assets under management total $393 million, as filed on 6 February 2026.

Regulatory AUM: $393M
Clients: 470
Advisory staff: 3
Founded: 2002
Headquarters: 1385 Warren Ave., Suite A, Downers Grove, IL 60515
Phone: 630-541-6363
Website: bentleyfinancialgroup.com

No. 6 · RIA

Opus Financial Solutions

Opus Financial Solutions is an investment adviser based in Downers Grove, IL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $151 million, as filed on 8 September 2026.

Opus Financial Solutions charges up to 1.00% a year for its Investment Management Fee.

Regulatory AUM: $151M
Clients: 137
Advisory staff: 2
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1121 Warren Avenue,, Suite 230, Downers Grove, IL 60515
Phone: 331-777-5449
Website: opusfinancialsolutions.com

No. 7 · RIA

Clement Street Capital

Clement Street Capital is an investment adviser based in Downers Grove, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $141 million, as filed on 11 February 2026.

Clement Street Capital charges 0.50%–1.00% a year for its Asset-Based Fee Schedule.

Regulatory AUM: $141M
Clients: 52
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 2001 Butterfield Road, Suite 194, Downers Grove, IL 60515
Phone: 630-701-9359
Website: clementstreetcapital.com

No. 8 · RIA

Arbor Financial Services

Arbor Financial Services is an investment adviser based in Downers Grove, IL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $122 million, as filed on 12 February 2026.

Regulatory AUM: $122M
Clients: 240
Advisory staff: 3
Custodians: LPL Financial
Headquarters: 2001 Butterfield Road, Suite 500, Downers Grove, IL 60515
Phone: 630-701-9080
Website: arborfinancialservices.com

Questions about financial advisors in Downers Grove

How many financial advisor firms are headquartered in Downers Grove?

8 SEC-registered financial advisor firms report their principal office in Downers Grove, IL, managing $14.2B in regulatory assets between them. The other 3 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 Downers Grove?

JMG Financial Group, with $7.5B in regulatory assets under management on its latest Form ADV. The next largest are Capstone Financial Advisors ($2.87B) and Feldman, Ingardona & Co. ($1.99B).

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

How large is a typical financial advisor firm in Downers Grove?

The median firm manages $702M in regulatory assets. That is the midpoint of the 8 firms headquartered in Downers Grove.

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

How much do financial advisors in Downers Grove charge?

Of the 8 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 2.00% 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 Downers Grove?

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

Downers Grove has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Downers Grove

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