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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 Rd., Ste. 300, Downers Grove, 60515
630-353-2300 • chicagoland.nm.com
Ryan Kramer
managing partner
1857
$20 million to $99.9 million
230
Financial planning, insurance, investments, fee-based planning

Mowery & Schoenfeld Wealth Management LLC
475 Half Day Road, Suite 500, Lincolnshire, 60069
847-247-8959 • www.msllcwealth.com
Kristy McCullough
managing director
1996
$1 million to $2.5 million
137
Wealth management, tax, assurance, accounting, transaction advisory, outsourced CFO, international tax, managed IT services

Professional Wealth Advisors LLC
2651 Warrenville Road, Suite 200, Downers Grove, 60515
630-716-3600 • www.pwaplan.com
Peter Wilmot
managing partner
2015
$100 million or more
100
Financial services and wealth management
Capstone Financial Advisors
2001 Butterfield Rd., Suite 1750, Downers Grove, 60515
630-241-0833 • capstone-advisors.com
Troy E. Bute
co-founder
1999
$2.5 million to $5 million
28
Financial services



Clearwater Capital Partners
2800 W. Higgins Road, Suite 1025, Hoffman Estates, 60169
847-841-8650 • www.ccpwealth.com
John E. Chapman
CEO, chief investment strategist
2006
$100 million or more
22
RIA, wealth management