Top 5 financial advisor firms in Skokie

5 SEC-registered financial advisor firms are headquartered in Skokie, IL, with $1.41B in combined regulatory assets under management. The largest by assets are ShankerValleau Wealth Advisors ($645M), Uhlmann Investment Management ($273M) and Harbour Financial Resources ($190M).

5
Financial advisor firms: $1.41B
Their combined AUM: $190M
Median firm AUM: 973
Clients of the top 5

The 5 largest by assets

1
ShankerValleau Wealth Advisors
RIA
$645M
0.25% to 1.25% a year
2
Uhlmann Investment Management
RIA
$273M
1.00% to 1.75% a year
3
Harbour Financial Resources
RIA
$190M
Regulatory AUM
4
Mirretti Perryman Wealth Strategies
RIA
$179M
Regulatory AUM
5
4sight Wealth Advisors
RIA
$121M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors is an investment adviser based in Skokie, IL, registered with the SEC since 2004. 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 $645 million, as filed on 24 March 2026.

ShankerValleau Wealth Advisors charges 0.25%–1.25% a year for its Investment Supervisory Services Wrap Fee Program.

Regulatory AUM: $645M
Clients: 208
Advisory staff: 6
Founded: 1993
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 5215 Old Orchard Road, Suite 850, Skokie, IL 60077
Phone: 847-475-2900
Website: shankervalleau.com

No. 2 · RIA

Uhlmann Investment Management

Uhlmann Investment Management is an investment adviser based in Skokie, IL, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $273 million, as filed on 24 March 2026.

Uhlmann Investment Management charges 1.00%–1.75% a year for its UIM Advisor Managed Portfolios.

Regulatory AUM: $273M
Clients: 456
Advisory staff: 9
Fee schedule: 1.00% to 1.75% a year
Headquarters: 5202 Old Orchard Road, Suite 250, Skokie, IL 60077
Phone: 312-264-4400

No. 3 · RIA

Harbour Financial Resources

Harbour Financial Resources is an investment adviser based in Skokie, IL, registered with the SEC since 2000. 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 $190 million, as filed on 30 March 2026.

Regulatory AUM: $190M
Clients: 124
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 9933 Lawler Ave., Suite 500, Skokie, IL 60077-4302
Phone: 847-675-6836

No. 4 · RIA

Mirretti Perryman Wealth Strategies

Mirretti Perryman Wealth Strategies is an investment adviser based in Skokie, IL, registered with the SEC since 2022. 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 $179 million, as filed on 27 March 2026.

Regulatory AUM: $179M
Clients: 178
Advisory staff: 3
Custodians: Raymond James
Headquarters: 4711 Golf Road, Suite 402, Skokie, IL 60076
Phone: 847-983-0123
Website: mirrettiperryman.com

No. 5 · RIA

4sight Wealth Advisors

4sight Wealth Advisors is an investment adviser based in Skokie, 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 $121 million, as filed on 26 May 2026.

Regulatory AUM: $121M
Clients: 7
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 8401 Crawford Avenue, Suite 104, Skokie, IL 60076
Phone: 847-728-8304
Website: foresightwealthadvisors.com

Questions about financial advisors in Skokie

How many financial advisor firms are headquartered in Skokie?

5 SEC-registered financial advisor firms report their principal office in Skokie, IL, managing $1.41B 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 Skokie?

ShankerValleau Wealth Advisors, with $645M in regulatory assets under management on its latest Form ADV. The next largest are Uhlmann Investment Management ($273M) and Harbour Financial Resources ($190M).

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

How large is a typical financial advisor firm in Skokie?

The median firm manages $190M in regulatory assets. That is the midpoint of the 5 firms headquartered in Skokie.

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

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

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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