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Top 4 financial advisor firms in Hinsdale

4 SEC-registered financial advisor firms are headquartered in Hinsdale, IL, with $4.73B in combined regulatory assets under management. The largest by assets are Performance Wealth Partners ($4.09B), RPC Private Wealth ($286M) and MPI Wealth Management ($234M).

4
Financial advisor firms
$4.73B
Their combined AUM
$260M
Median firm AUM
1,592
Clients of the top 4

The 4 largest by assets

  1. 1

    $4.09B

  2. 2

    $286M

  3. 3

    $234M

  4. 4

    $120M

Profiles of the top 4

Performance Wealth Partners is an investment adviser based in Hinsdale, IL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $4.09 billion, as filed on 26 June 2026.

Performance Wealth Partners charges 0.75%–2.00% a year for its Wealth Management Services.

Regulatory AUM
$4.09B
Clients
953
Advisory staff
11
Fee schedule
0.75% to 2.00% a year
Custodians
Charles Schwab
Headquarters
36 E. Hinsdale Ave, Hinsdale, IL 60521

RPC Private Wealth is an investment adviser based in Hinsdale, IL, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $286 million, as filed on 11 March 2026.

Regulatory AUM
$286M
Clients
331
Advisory staff
1
Founded
2018
Custodians
Charles Schwab, Capital Client Group
Headquarters
120 E. Ogden Avenue, Suite 102, Hinsdale, IL 60521

MPI Wealth Management is an investment adviser based in Hinsdale, IL, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals, insurance companies, and corporations and other businesses. Its regulatory assets under management total $234 million, as filed on 21 May 2026.

MPI Wealth Management charges up to 1.00% a year for its Asset-Based Advisory Fee.

Regulatory AUM
$234M
Clients
153
Advisory staff
3
Fee schedule
Up to 1.00% a year
Minimum account
$1,000,000
Custodians
Charles Schwab, Fifth Third Bank
Headquarters
15 Salt Creek Lane, Suite 404, Hinsdale, IL 60521-2965

Hinsdale Associates is an investment adviser based in Hinsdale, IL, registered with the SEC since 1983. 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 $120 million, as filed on 26 February 2026.

Hinsdale Associates charges 0.375%–1.00% a year for its Advisory services.

Regulatory AUM
$120M
Clients
155
Advisory staff
1
Fee schedule
0.38% to 1.00% a year
Headquarters
15 Spinningwheel Road, Suite 226, Hinsdale, IL 60521

Questions about financial advisors in Hinsdale

How many financial advisor firms are headquartered in Hinsdale?

4 SEC-registered financial advisor firms report their principal office in Hinsdale, IL, managing $4.73B 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 Hinsdale?

Performance Wealth Partners, with $4.09B in regulatory assets under management on its latest Form ADV. The next largest are RPC Private Wealth ($286M) and MPI Wealth Management ($234M).

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

How large is a typical financial advisor firm in Hinsdale?

The median firm manages $260M in regulatory assets. That is the midpoint of the 4 firms headquartered in Hinsdale.

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

How much do financial advisors in Hinsdale charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% 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 Hinsdale?

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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