NivaLet’s talk

Top 4 financial advisor firms in Schaumburg

4 SEC-registered financial advisor firms are headquartered in Schaumburg, IL, with $760M in combined regulatory assets under management. The largest by assets are Monere Wealth Management ($312M), Lifepoint Planning, PLLC ($168M) and Kuhn Wealth Management ($151M).

4
Financial advisor firms
$760M
Their combined AUM
$160M
Median firm AUM
1,046
Clients of the top 4

The 4 largest by assets

  1. 1
    Monere Wealth Management

    RIA

    $312M

  2. 2
    Lifepoint Planning, PLLC

    RIA

    $168M

  3. 3
    Kuhn Wealth Management

    RIA

    $151M

  4. 4
    Stephen Smith Financial

    RIA

    $129M

Profiles of the top 4

No. 1 · RIA

Monere Wealth Management

Monere Wealth Management is an investment adviser based in Schaumburg, IL, registered with the SEC since 2019. 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 $312 million, as filed on 3 February 2026.

Monere Wealth Management charges up to 3.00% a year for its Wealth Services Platform.

Regulatory AUM
$312M
Clients
500
Advisory staff
8
Fee schedule
Up to 3.00% a year
Minimum account
$50,000
Headquarters
20 N. Martingale Road, Suite 450, Schaumburg, IL 60173
Phone
312-585-3850

No. 2 · RIA

Lifepoint Planning, PLLC

Lifepoint Planning, PLLC is an investment adviser based in Schaumburg, IL, registered with the SEC since 2025. 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 $168 million, as filed on 18 February 2026.

Regulatory AUM
$168M
Clients
110
Advisory staff
3
Custodians
Charles Schwab
Headquarters
1821 Walden Office Square, Suite 400, Schaumburg, IL 60173
Phone
844-505-3618
Website
lifepointplanning.com

No. 3 · RIA

Kuhn Wealth Management

Kuhn Wealth Management is an investment adviser based in Schaumburg, IL, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $151 million, as filed on 10 August 2026.

Kuhn Wealth Management charges 1.00% a year for its KWM Wrap Program.

Regulatory AUM
$151M
Clients
276
Advisory staff
3
Fee schedule
1.00% to 1.00% a year
Headquarters
1827 Walden Office SQ, #500, Schaumburg, IL 60173
Phone
847-607-4976
Website
kuhnwealth.com

No. 4 · RIA

Stephen Smith Financial

Stephen Smith Financial is an investment adviser based in Schaumburg, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individuals. Its regulatory assets under management total $129 million, as filed on 8 July 2026.

Stephen Smith Financial charges up to 1.50% a year for its Asset Management.

Regulatory AUM
$129M
Clients
160
Advisory staff
2
Fee schedule
Up to 1.50% a year
Minimum account
$500,000
Custodians
Charles Schwab
Headquarters
1701 East Woodfield Road, Suite 810, Schaumburg, IL 60173
Phone
847-881-8996
Website
stephensmithfinancial.com

Questions about financial advisors in Schaumburg

How many financial advisor firms are headquartered in Schaumburg?

4 SEC-registered financial advisor firms report their principal office in Schaumburg, IL, managing $760M 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 Schaumburg?

Monere Wealth Management, with $312M in regulatory assets under management on its latest Form ADV. The next largest are Lifepoint Planning, PLLC ($168M) and Kuhn Wealth Management ($151M).

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

How large is a typical financial advisor firm in Schaumburg?

The median firm manages $160M in regulatory assets. That is the midpoint of the 4 firms headquartered in Schaumburg.

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

How much do financial advisors in Schaumburg 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 3.00% 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 Schaumburg?

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

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

Top financial advisor firms in other Illinois cities