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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

Consumers Financial Group-Consumers Credit Union
1075 TriState Pwy., Gurnee, 60030
877-275-2228, ext.7440 • myconsumers.org/cfg
Dave Valentine
chief experience officer
1930
$100 million or more
440
Credit union/banking; retirement planning; business banking; commercial lending; mortgage lending

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
260
Insurance, investments, and financial planning

Wintrust Wealth Management
231 S. LaSalle St., 13th floor, Chicago, 60604
312-431-1700 • wintrustwealth.com
Thomas Patrick Zidar
CEO
1931
$100 million or more
250
Wealth management
Alera Wealth Services
1901 W. Butterfield Rd., Ste. 200, Downers Grove, 60515
847-457-3178 • gcgfinancial.aleragroup.com
John Fisher
vice president, wealth services
1971
$50 million to $100 million
200
Group and individual health insurance, 401(k) plans, deferred compensation, short- and long-term disability, life insurance, long-term care, health and wellness programs, actuarial consulting services, employee assistance programs, voluntary employee benefits programs

KRD Ltd.
1051 Perimeter Dr., 9th floor, Schaumburg, 60173
847-240-1040 • www.krdcpas.com
Jon Segal
managing partner
1983
$50 million to $100 million
93
Accounting, audit, review, compliance, tax planning/prep, business valuations, wealth management, QuickBooks services, 401k audits, non-profit audits, R&D tax credit, M&A, estate planning, client accounting and advisory services