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Top 3 financial advisor firms in Lisle

3 SEC-registered financial advisor firms are headquartered in Lisle, IL, with $984M in combined regulatory assets under management. The largest by assets are Vantage Point Financial ($485M), Sebold Capital Management ($364M) and Chicago Capital Management Advisors ($135M).

3
Financial advisor firms
$984M
Their combined AUM
$364M
Median firm AUM
1,390
Clients of the top 3

The 3 largest by assets

  1. 1
    Vantage Point Financial

    RIA

    $485M

  2. 2
    Sebold Capital Management

    RIA

    $364M

  3. 3
    Chicago Capital Management Advisors

    RIA

    $135M

Profiles of the top 3

No. 1 · RIA

Vantage Point Financial

Vantage Point Financial is an investment adviser based in Lisle, IL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $485 million, as filed on 9 September 2026.

Vantage Point Financial charges 0.50%–1.50% a year for its Investment Management.

Regulatory AUM
$485M
Clients
566
Advisory staff
17
Founded
2019
Fee schedule
0.50% to 1.50% a year
Custodians
Charles Schwab
Headquarters
2443 Warrenville Road, Suite 630, Lisle, IL 60532
Phone
331-204-6212
Website
vantagepointfinancial.com

No. 2 · RIA

Sebold Capital Management

Sebold Capital Management is an investment adviser based in Lisle, IL, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $364 million, as filed on 23 March 2026.

Regulatory AUM
$364M
Clients
204
Advisory staff
2
Founded
1998
Custodians
Charles Schwab, Charles Schwab
Headquarters
2443 Warrenville Road, Suite 150, Lisle, IL 60532
Phone
630-548-9700
Website
seboldcapital.com

No. 3 · RIA

Chicago Capital Management Advisors

Chicago Capital Management Advisors is an investment adviser based in Lisle, IL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $135 million, as filed on 25 March 2026.

Regulatory AUM
$135M
Clients
620
Advisory staff
19
Custodians
Fidelity, Folio Investments, RBC Capital Markets, Etc Brokerage Services, Charles Schwab
Headquarters
4722 Main Street, Lisle, IL 60532
Phone
630-241-1122
Website
chicagomanagement.com

Questions about financial advisors in Lisle

How many financial advisor firms are headquartered in Lisle?

3 SEC-registered financial advisor firms report their principal office in Lisle, IL, managing $984M in regulatory assets between them. The other 3 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 Lisle?

Vantage Point Financial, with $485M in regulatory assets under management on its latest Form ADV. The next largest are Sebold Capital Management ($364M) and Chicago Capital Management Advisors ($135M).

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

How large is a typical financial advisor firm in Lisle?

The median firm manages $364M in regulatory assets. That is the midpoint of the 3 firms headquartered in Lisle.

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

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

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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