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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
Alera Group
3 Parkway N., Suite 500, Deerfield, 60515
847-457-3000 • gcgfinancial.aleragroup.com
John Fisher
vice president, wealth services
1971
$100 million or more
300
Group and individual health insurance, 401(k) plans, deferred compensation, short- and long-term disability, life insurance, long-term care, health and wellness programs
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 more1
3001
Financial services
Forvis Mazars
130 E. Randolph St., Suite 1900, Chicago, 60601
920-560-5571 • forvismazars.us
Danielle Solomon
managing partner
1923
$100 million or more
270
Wealth management, planning, and investment services
Professional Wealth Advisors LLC
2651 Warrenville Road, Suite 200, Downers Grove, 60515
630-716-3600 • professionalwealthadvisors.com
Peter Wilmot
managing partner
2015
$100 million or more1
601
Financial services and wealth management
Capstone Financial Advisors
2001 Butterfield Road, Suite 1750, Downers Grove, 60515
630-241-0833 • capstone-advisors.com
Troy E. Bute
co-founder
1999
$2.5 million to $5 million1
361
Financial services