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Top 3 financial advisor firms in Libertyville

3 SEC-registered financial advisor firms are headquartered in Libertyville, IL, with $1.89B in combined regulatory assets under management. The largest by assets are Inspirion Wealth Advisors ($1.39B), Patrick M. Sweeney & Associates ($253M) and Prism Planning Partners ($242M).

3
Financial advisor firms
$1.89B
Their combined AUM
$253M
Median firm AUM
1,192
Clients of the top 3

The 3 largest by assets

  1. 1
    Inspirion Wealth Advisors

    RIA

    $1.39B

  2. 2
    Patrick M. Sweeney & Associates

    RIA

    $253M

  3. 3
    Prism Planning Partners

    RIA

    $242M

Profiles of the top 3

No. 1 · RIA

Inspirion Wealth Advisors

Inspirion Wealth Advisors is an investment adviser based in Libertyville, IL, registered with the SEC since 2012. 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 $1.39 billion, as filed on 27 March 2026.

Inspirion Wealth Advisors charges up to 1.85% a year for its Wrap Comprehensive Portfolio Management.

Regulatory AUM
$1.39B
Clients
955
Advisory staff
9
Founded
2012
Fee schedule
Up to 1.85% a year
Custodians
Charles Schwab
Headquarters
900 Technology Way, Suite 130, Libertyville, IL 60048
Phone
847-918-9100
Website
inspirionwealth.com

No. 2 · RIA

Patrick M. Sweeney & Associates

Patrick M. Sweeney & Associates is an investment adviser based in Libertyville, IL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $253 million, as filed on 25 March 2026.

Regulatory AUM
$253M
Clients
86
Advisory staff
2
Founded
2001
Custodians
Charles Schwab
Headquarters
900 Technology Way, Suite 260, Libertyville, IL 60048
Phone
847-277-7771
Website
patrickmsweeney.com

No. 3 · RIA

Prism Planning Partners

Prism Planning Partners is an investment adviser based in Libertyville, IL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $242 million, as filed on 2 March 2026.

Prism Planning Partners charges 0.50%–1.25% a year for its Investment Management Services.

Regulatory AUM
$242M
Clients
151
Advisory staff
4
Founded
2018
Fee schedule
0.50% to 1.25% a year
Custodians
Fidelity
Headquarters
321 S. Milwaukee Avenue, Libertyville, IL 60048
Phone
847-250-9870
Website
prismplanningpartners.com

Questions about financial advisors in Libertyville

How many financial advisor firms are headquartered in Libertyville?

3 SEC-registered financial advisor firms report their principal office in Libertyville, IL, managing $1.89B 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 Libertyville?

Inspirion Wealth Advisors, with $1.39B in regulatory assets under management on its latest Form ADV. The next largest are Patrick M. Sweeney & Associates ($253M) and Prism Planning Partners ($242M).

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

How large is a typical financial advisor firm in Libertyville?

The median firm manages $253M in regulatory assets. That is the midpoint of the 3 firms headquartered in Libertyville.

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

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

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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