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Wealth Management Firms
Ranked by local employees
Company
Address
Phone • Website
Top Local Executive
Title
Year founded
Sales Volume/Portfolio Size
Local Employees
Specialty

Northwestern Mutual Chicagoland
1901 Butterfield Road, Suite 300, Downers Grove, 60515
630-353-2300 • northwesternmutual.com/office/il/downers-grove/20840011/
Ryan Kramer
managing partner
2001
$100 million or more
300
Financial services
Alera Group
3 Parkway N., Suite 500, Deerfield, 60515
847-457-3000 • gcgfinancial.aleragroup.com
John Fisher
vice president, wealth services
1971
$50 million to $100 million
250
Group and individual health insurance, 401(k) plans, deferred compensation, short- and long-term disability, life insurance, long-term care, health and wellness programs
FORVIS Private Client
1901 S. Meyers Road, Suite 500, Oakbrook Terrace, 60181
630-282-9495 • forvis.com
Don Larsen
director
1923
$100 million or more
175
Wealth management, planning, and investment services
Professional Wealth Advisors LLC
2651 Warrenville Road, Suite 200, Downers Grove, 60515
630-716-3600 • pwaplan.com
Peter Wilmot
managing partner
2015
$100 million or more
85
Financial services and wealth management

Mowery & Schoenfeld Wealth Management LLC
475 Half Day Road, Suite 500, Lincolnshire, 60069
847-247-8959 • msllcwealth.com
Kristy McCullough
managing director
1996
$1 million to $2.5 million
73
Wealth management, tax, assurance, accounting, transaction advisory, outsourced CFO, international tax, managed IT services