Top 4 financial advisor firms in Elmhurst

4 SEC-registered financial advisor firms are headquartered in Elmhurst, IL, with $6.75B in combined regulatory assets under management. The largest by assets are LaSalle St. Investment Advisors ($5.74B), Graybill Wealth Management ($526M) and FSR Wealth Management ($313M).

4
Financial advisor firms: $6.75B
Their combined AUM: $419M
Median firm AUM: 15,005
Clients of the top 4

The 4 largest by assets

1
LaSalle St. Investment Advisors
RIA
$5.74B
Regulatory AUM
2
Graybill Wealth Management
RIA
$526M
0.50% to 1.00% a year
3
FSR Wealth Management
RIA
$313M
Regulatory AUM
4
Tilden Loucks & Woodnorth
RIA
$173M
1.00% to 2.00% a year

Profiles of the top 4

No. 1 · RIA

LaSalle St. Investment Advisors

LaSalle St. Investment Advisors is an investment adviser based in Elmhurst, IL, registered with the SEC since 1989. 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 $5.74 billion, as filed on 29 July 2026.

Regulatory AUM: $5.74B
Clients: 14,284
Advisory staff: 146
Custodians: Fidelity, Fidelity
Headquarters: 940 N. Industrial DR., Elmhurst, IL 60126-1131
Phone: 630-600-0500
Website: lasallest.com

No. 2 · RIA

Graybill Wealth Management

Graybill Wealth Management is an investment adviser based in Elmhurst, IL, registered with the SEC since 1969. 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 $526 million, as filed on 10 March 2026.

Graybill Wealth Management charges 0.50%–1.00% a year for its Portfolio Fee Schedule.

Regulatory AUM: $526M
Clients: 269
Advisory staff: 2
Founded: 1969
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 135 S Cottage Hill Ave, Elmhurst, IL 60126
Phone: 630-941-9460
Website: graybillwealth.com

No. 3 · RIA

FSR Wealth Management

FSR Wealth Management is an investment adviser based in Elmhurst, 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 $313 million, as filed on 16 May 2026.

Regulatory AUM: $313M
Clients: 405
Advisory staff: 11
Founded: 2013
Custodians: Fidelity
Headquarters: 444 N. York Street, Elmhurst, IL 60126
Phone: 630-993-8200
Website: wellment.com

No. 4 · RIA

Tilden Loucks & Woodnorth

Tilden Loucks & Woodnorth is an investment adviser based in Elmhurst, IL, registered with the SEC since 1994. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $173 million, as filed on 30 March 2026.

Tilden Loucks & Woodnorth charges 1.00%–2.00% a year for its Investment Supervisory Services.

Regulatory AUM: $173M
Clients: 47
Fee schedule: 1.00% to 2.00% a year
Minimum account: $200,000
Custodians: Fidelity
Headquarters: 940 N Industrial DR, Elmhurst, IL 60126
Phone: 312-475-1400

Questions about financial advisors in Elmhurst

How many financial advisor firms are headquartered in Elmhurst?

4 SEC-registered financial advisor firms report their principal office in Elmhurst, IL, managing $6.75B in regulatory assets between them. The other 1 adviser 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 Elmhurst?

LaSalle St. Investment Advisors, with $5.74B in regulatory assets under management on its latest Form ADV. The next largest are Graybill Wealth Management ($526M) and FSR Wealth Management ($313M).

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

How large is a typical financial advisor firm in Elmhurst?

The median firm manages $419M in regulatory assets. That is the midpoint of the 4 firms headquartered in Elmhurst.

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

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

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

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