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Top 4 financial advisor firms in Lincolnshire

4 SEC-registered financial advisor firms are headquartered in Lincolnshire, IL, with $1.93B in combined regulatory assets under management. The largest by assets are Dream Capital Advisors ($695M), Hedeker Wealth ($595M) and Mowery & Schoenfeld Wealth Management ($524M).

4
Financial advisor firms
$1.93B
Their combined AUM
$560M
Median firm AUM
728
Clients of the top 4

The 4 largest by assets

  1. 1
    Dream Capital Advisors

    RIA

    $695M

  2. 2
    Hedeker Wealth

    RIA

    $595M

  3. 3
    Mowery & Schoenfeld Wealth Management

    RIA

    $524M

  4. 4
    Mosaic Fi

    RIA

    $113M

Profiles of the top 4

No. 1 · RIA

Dream Capital Advisors

Dream Capital Advisors is an investment adviser based in Lincolnshire, IL, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $695 million, as filed on 13 March 2026.

Dream Capital Advisors charges 1.25% a year for its General Fee Schedule.

Regulatory AUM
$695M
Clients
31
Advisory staff
1
Fee schedule
1.25% to 1.25% a year
Minimum account
$5,000,000
Headquarters
250 Parkway Drive, Suite 150, Lincolnshire, IL 60069
Phone
847-970-9090

No. 2 · RIA

Hedeker Wealth

Hedeker Wealth is an investment adviser based in Lincolnshire, IL, registered with the SEC since 2002. It provides investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $595 million, as filed on 20 August 2026.

Hedeker Wealth charges 0.80%–1.65% a year for its Portfolio management services.

Regulatory AUM
$595M
Clients
264
Advisory staff
2
Founded
2002
Fee schedule
0.80% to 1.65% a year
Custodians
Charles Schwab
Headquarters
One Overlook Point, Suite 610, Lincolnshire, IL 60069
Phone
847-913-5594
Website
hedekerwealth.com

No. 3 · RIA

Mowery & Schoenfeld Wealth Management

Mowery & Schoenfeld Wealth Management is an investment adviser based in Lincolnshire, IL, registered with the SEC since 2022. 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 $524 million, as filed on 16 January 2026.

Mowery & Schoenfeld Wealth Management charges 0.30%–1.25% a year for its Portfolio Management Services.

Regulatory AUM
$524M
Clients
180
Advisory staff
6
Founded
1999
Fee schedule
0.30% to 1.25% a year
Custodians
Fidelity
Headquarters
475 Half Day Road, Suite 500, Lincolnshire, IL 60069
Phone
847-247-8959
Website
msllcwealth.com

No. 4 · RIA

Mosaic Fi

Mosaic Fi is an investment adviser based in Lincolnshire, IL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $113 million, as filed on 23 September 2026.

Mosaic Fi charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM
$113M
Clients
253
Advisory staff
2
Fee schedule
0.50% to 1.00% a year
Custodians
Charles Schwab
Headquarters
475 Half Day RD, Suite 100, Lincolnshire, IL 60069
Phone
847-371-5203
Website
mosaicfi.com

Questions about financial advisors in Lincolnshire

How many financial advisor firms are headquartered in Lincolnshire?

4 SEC-registered financial advisor firms report their principal office in Lincolnshire, IL, managing $1.93B 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 Lincolnshire?

Dream Capital Advisors, with $695M in regulatory assets under management on its latest Form ADV. The next largest are Hedeker Wealth ($595M) and Mowery & Schoenfeld Wealth Management ($524M).

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

How large is a typical financial advisor firm in Lincolnshire?

The median firm manages $560M in regulatory assets. That is the midpoint of the 4 firms headquartered in Lincolnshire.

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

How much do financial advisors in Lincolnshire 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 1.00% to 1.65% 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 Lincolnshire?

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

Lincolnshire has 4 financial advisor firms; see every adviser in the city →

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