Top 3 financial advisor firms in Geneva

3 SEC-registered financial advisor firms are headquartered in Geneva, IL, with $1.09B in combined regulatory assets under management. The largest by assets are Leelyn Smith ($852M), Blue Haven Capital ($122M) and KDM Wealth Management ($112M).

3
Financial advisor firms: $1.09B
Their combined AUM: $122M
Median firm AUM: 1,154
Clients of the top 3

The 3 largest by assets

1
Leelyn Smith
RIA
$852M
Regulatory AUM
2
Blue Haven Capital
RIA
$122M
0.37% to 1.25% a year
3
KDM Wealth Management
RIA
$112M
0.15% to 1.20% a year

Profiles of the top 3

No. 1 · RIA

Leelyn Smith

Leelyn Smith is an investment adviser based in Geneva, IL, registered with the SEC since 2018. 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 $852 million, as filed on 12 April 2026.

Regulatory AUM: $852M
Clients: 799
Advisory staff: 14
Founded: 1996
Custodians: LPL Financial, Charles Schwab
Headquarters: 10 N. Third Street, Geneva, IL 60134
Phone: 630-232-8995
Website: leelynsmith.com

No. 2 · RIA

Blue Haven Capital

Blue Haven Capital is an investment adviser based in Geneva, IL, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $122 million, as filed on 27 March 2026.

Blue Haven Capital charges 0.37%–1.25% a year for its Annual asset-based advisory fee.

Regulatory AUM: $122M
Clients: 206
Advisory staff: 2
Fee schedule: 0.37% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 312 West State Street, Suite 112, Geneva, IL 60134
Phone: 630-588-3800
Website: bluehavencapital.com

No. 3 · RIA

KDM Wealth Management

KDM Wealth Management is an investment adviser based in Geneva, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $112 million, as filed on 17 August 2026.

KDM Wealth Management charges 0.15%–1.20% a year for its Wealth Management Services.

Regulatory AUM: $112M
Clients: 149
Advisory staff: 3
Fee schedule: 0.15% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 321 Stevens Street, Suite R, Geneva, IL 60134
Phone: 630-232-9097
Website: kdmwealth.com

Questions about financial advisors in Geneva

How many financial advisor firms are headquartered in Geneva?

3 SEC-registered financial advisor firms report their principal office in Geneva, IL, managing $1.09B 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 Geneva?

Leelyn Smith, with $852M in regulatory assets under management on its latest Form ADV. The next largest are Blue Haven Capital ($122M) and KDM Wealth Management ($112M).

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

How large is a typical financial advisor firm in Geneva?

The median firm manages $122M in regulatory assets. That is the midpoint of the 3 firms headquartered in Geneva.

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

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

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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