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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

Byline Bank
180 N. LaSalle St., Chicago, IL 60601
773-244-7000 • bylinebank.com
Andrew Drendel
head of wealth management
1914
$100 million or more
940
Investment management services, trust services, wealth management, wealth transfer
Consumers Financial Group, located at Consumers Credit Union
1075 Tri State Parkway, Gurnee, IL 60030
877-275-2228,ext.7440 • myconsumers.org/cfg
Dave Valentine
chief experience officer
1930
$100 million or more
400
Credit union/banking; retirement planning; business banking; commercial lending; mortgage lending

DHJJ Financial Advisors
184 Shuman Blvd., Suite 200, Naperville, IL 60563
630-420-1360 • www.dhjjfinancial.com
Paul Minta
principal
1988
$100 million or more
90
Financial advisory

KRD Ltd.
1051 Perimeter Drive, Ninth Floor, Schaumburg, IL 60173
847-240-1040 • www.krdcpas.com
Allen I. Kutchins
co-managing partner
1983
$50 million to $100 million
79
Accounting, audit, review, compliance, tax planning/prep, business valuations, financial advisory services, QuickBooks services, 401k audits, non-profit audits, R&D tax credit, M&A, estate planning, client accounting and advisory services
Balasa Dinverno Foltz LLC
500 Park Blvd., Suite 1400, Itasca, IL 60143
630-875-4900 • bdfllc.com
Chad Carlson
president/co-CIO
1986
$100 million or more
66
Comprehensive wealth-management