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Top 4 financial advisor firms in Evanston

4 SEC-registered financial advisor firms are headquartered in Evanston, IL, with $937M in combined regulatory assets under management. The largest by assets are Zimmerman Wealth Management ($472M), Lind Capital Partners ($235M) and Blue Sky Investment Partners ($118M).

4
Financial advisor firms
$937M
Their combined AUM
$177M
Median firm AUM
420
Clients of the top 4

The 4 largest by assets

  1. 1
    Zimmerman Wealth Management

    RIA

    $472M

  2. 2
    Lind Capital Partners

    RIA

    $235M

  3. 3
    Blue Sky Investment Partners

    RIA

    $118M

  4. 4
    Bondurant Investment Advisory

    RIA

    $111M

Profiles of the top 4

No. 1 · RIA

Zimmerman Wealth Management

Zimmerman Wealth Management is an investment adviser based in Evanston, IL, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $472 million, as filed on 27 August 2026.

Zimmerman Wealth Management charges 0.50%–1.00% a year for its Individual portfolio management fees.

Regulatory AUM
$472M
Clients
225
Advisory staff
5
Founded
2003
Fee schedule
0.50% to 1.00% a year
Minimum account
$2,000,000
Custodians
Fidelity
Headquarters
500 Davis Street, Suite 1005, Evanston, IL 60201
Phone
847-556-3200
Website
zimmermanwealth.com

No. 2 · RIA

Lind Capital Partners

Lind Capital Partners is an investment adviser based in Evanston, IL, registered with the SEC since 2013. It provides investment management. Its clients include high-net-worth individuals and investment companies. Its regulatory assets under management total $235 million, as filed on 25 March 2026.

Lind Capital Partners charges 0.75% a year for its Separately Managed Accounts.

Regulatory AUM
$235M
Clients
79
Advisory staff
5
Fee schedule
0.75% to 0.75% a year
Custodians
Charles Schwab, Fidelity
Headquarters
500 Davis Center, Suite 1004, Evanston, IL 60201
Phone
312-878-3830
Website
lindcapitalpartners.com

No. 3 · RIA

Blue Sky Investment Partners

Blue Sky Investment Partners is an investment adviser based in Evanston, IL, registered with the SEC since 2026. 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 $118 million, as filed on 9 September 2026.

Blue Sky Investment Partners charges 0.70%–1.00% a year for its Wealth management service.

Regulatory AUM
$118M
Clients
62
Advisory staff
1
Fee schedule
0.70% to 1.00% a year
Custodians
Charles Schwab
Headquarters
1609 Sherman Ave., #204, Evanston, IL 60201
Phone
847-864-5070
Website
blueskyinvestments.net

No. 4 · RIA

Bondurant Investment Advisory

Bondurant Investment Advisory is an investment adviser based in Evanston, 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 $111 million, as filed on 23 January 2026.

Bondurant Investment Advisory charges 0.40%–1.00% a year for its Investment Management Services.

Regulatory AUM
$111M
Clients
54
Advisory staff
2
Fee schedule
0.40% to 1.00% a year
Custodians
Charles Schwab
Headquarters
805 Greenwood St Suite #1, Evanston, IL 60201
Phone
847-602-6404

Questions about financial advisors in Evanston

How many financial advisor firms are headquartered in Evanston?

4 SEC-registered financial advisor firms report their principal office in Evanston, IL, managing $937M in regulatory assets between them. The other 11 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 Evanston?

Zimmerman Wealth Management, with $472M in regulatory assets under management on its latest Form ADV. The next largest are Lind Capital Partners ($235M) and Blue Sky Investment Partners ($118M).

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

How large is a typical financial advisor firm in Evanston?

The median firm manages $177M in regulatory assets. That is the midpoint of the 4 firms headquartered in Evanston.

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

How much do financial advisors in Evanston charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.00% 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 Evanston?

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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