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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 Mazars Private Client
130 E. Randolph Street Suite 1900, Chicago, 60601
312.288.4653 • https://www.forvismazars.us/
Don Larsen
Director
1921
$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 • www.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
$100 million or more
73
Wealth management, Financial planning, Estate and Gift planning, Tax Services, Roth conversions, Insurance services.