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Wealth Management Firms
Company
Address
Phone • Website
Top Local Executive
Title
Year founded
Sales Volume/Portfolio Size
Local Employees
Specialty
Benefit Partners Financial Group, LLC
1850 W. Winchester Rd., Ste. 103, Libertyville, IL 60048
847-247-8811 • www.benefitpartnersfinancial.com
1996
$100.00 million or more
N/A
corporate and individual wealth advisory services

Cornerstone National Bank & Trust Company
One W. Northwest Hwy., Palatine, IL 60067
847-654-3000 • www.cornerstonenb.com
Frank Roth
executive vice president
2000
$100.00 million or more
N/A
wealth management

DeFilippis Financial Group
1751 S. Naperville Rd., Suite 102, Wheaton, IL 60189
630-668-3030 • www.defilippisfinancial.com
1983
$100.00 million or more
N/A
wealth management and tax

DHJJ Financial Advisors
184 Shuman Blvd., Suite 200, Naperville, IL 60563
630-420-1360 • www.dhjjfinancial.com
1988
$100.00 million or more
N/A
financial advisory
FMI Financial
1514 W. 22nd St., Tower Floor, Oak Brook, IL 60523
630-645-3828 • www.fmifinancial.com
Frank Iozzo
president
2018
$20 million to $99.9 million
N/A
financial planning, investment management, private wealth management, tax consulting, insurance consulting, estate planning consulting, financial wellness