Top 6 financial advisor firms in Oak Brook

6 SEC-registered financial advisor firms are headquartered in Oak Brook, IL, with $2.52B in combined regulatory assets under management. The largest by assets are Cofg Advisors ($1.21B), Watershed Private Wealth ($414M) and Ergawealth Advisors ($342M).

6
Financial advisor firms: $2.52B
Their combined AUM: $312M
Median firm AUM: 2,516
Clients of the top 6

The 6 largest by assets

1
Cofg Advisors
RIA
$1.21B
0.65% to 1.25% a year
2
Watershed Private Wealth
RIA
$414M
0.50% to 1.20% a year
3
Ergawealth Advisors
RIA
$342M
Regulatory AUM
4
Stonebridge Wealth Management
RIA
$283M
Up to 1.50% a year
5
Kuhn Capital Partners
RIA
$170M
Up to 2.75% a year
6
Dillow Wealth Management
RIA
$106M
0.30% to 1.00% a year

Profiles of the top 6

No. 1 · RIA

Cofg Advisors

Cofg Advisors is an investment adviser based in Oak Brook, IL, registered with the SEC since 2024. 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 $1.21 billion, as filed on 18 February 2026.

Cofg Advisors charges 0.65%–1.25% a year for its Wealth management services.

Regulatory AUM: $1.21B
Clients: 1,380
Advisory staff: 9
Founded: 1997
Fee schedule: 0.65% to 1.25% a year
Custodians: Raymond James
Headquarters: 903 Commerce Drive,, Suite 300, Oak Brook, IL 60523
Phone: 630-954-5572
Website: cofgroup.com

No. 2 · RIA

Watershed Private Wealth

Watershed Private Wealth is an investment adviser based in Oak Brook, IL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $414 million, as filed on 31 August 2026.

Watershed Private Wealth charges 0.50%–1.20% a year for its Portfolio Management Services.

Regulatory AUM: $414M
Clients: 144
Advisory staff: 3
Founded: 2021
Fee schedule: 0.50% to 1.20% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 1415 West. 22nd Street, Suite 550, Oak Brook, IL 60523
Phone: 630-478-0195
Website: watershedprivatewealth.com

No. 3 · RIA

Ergawealth Advisors

Ergawealth Advisors is an investment adviser based in Oak Brook, 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 $342 million, as filed on 27 March 2026.

Regulatory AUM: $342M
Clients: 415
Advisory staff: 2
Founded: 2006
Custodians: Charles Schwab
Headquarters: 1200 Harger Road, Suite 711, Oak Brook, IL 60523
Phone: 630-320-2078
Website: ergawealth.com

No. 4 · RIA

Stonebridge Wealth Management

Stonebridge Wealth Management is an investment adviser based in Oak Brook, IL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $283 million, as filed on 5 May 2026.

Stonebridge Wealth Management charges up to 1.50% a year for its Investment Management.

Regulatory AUM: $283M
Clients: 288
Advisory staff: 3
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1010 Jorie BLVD, Suite 144, Oak Brook, IL 60523
Phone: 630-230-1830
Website: stonebridgewm.com

No. 5 · RIA

Kuhn Capital Partners

Kuhn Capital Partners is an investment adviser based in Oak Brook, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $170 million, as filed on 31 March 2026.

Kuhn Capital Partners charges up to 2.75% a year for its Asset Management.

Regulatory AUM: $170M
Clients: 271
Advisory staff: 5
Fee schedule: Up to 2.75% a year
Custodians: Charles Schwab
Headquarters: 1415 West 22nd St, Ste 530, Oak Brook, IL 60523
Phone: 800-674-3217
Website: kuhncp.com

No. 6 · RIA

Dillow Wealth Management

Dillow Wealth Management is an investment adviser based in Oak Brook, 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 $106 million, as filed on 25 February 2026.

Dillow Wealth Management charges 0.30%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $106M
Clients: 18
Advisory staff: 1
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 700 Commerce Drive, Suite 500, Oak Brook, IL 60523
Phone: 224-330-9662
Website: dillowwealth.com

Questions about financial advisors in Oak Brook

How many financial advisor firms are headquartered in Oak Brook?

6 SEC-registered financial advisor firms report their principal office in Oak Brook, IL, managing $2.52B in regulatory assets between them. The other 5 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 Oak Brook?

Cofg Advisors, with $1.21B in regulatory assets under management on its latest Form ADV. The next largest are Watershed Private Wealth ($414M) and Ergawealth Advisors ($342M).

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

How large is a typical financial advisor firm in Oak Brook?

The median firm manages $312M in regulatory assets. That is the midpoint of the 6 firms headquartered in Oak Brook.

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

How much do financial advisors in Oak Brook charge?

Of the 6 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.75% 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 Oak Brook?

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

Oak Brook has 6 financial advisor firms; see every adviser in the city →