Advisers / Illinois
New investment adviser firms in Illinois
In the four weeks to October 11, 2026, 11 adviser firms based in Illinois registered for the first time with the SEC or a state regulator.
3new firms a week
8registered advisers, 4 weeks
3exempt fund managers, 4 weeks
Per week
By type, 4 weeks
- State-registered adviser8
- Exempt reporting adviser (SEC)3
The latest firms
| Registered | Firm | Type | City |
|---|---|---|---|
| Oct 8 | WCP Management I, LLC | ERA (SEC) | Chicago |
| Oct 7 | Earnest Planning LLC | State RIA | — |
| Oct 6 | Highline Financial LLC | State RIA | — |
| Oct 6 | Crown Lake Capital, LLC | ERA (SEC) | Northbrook |
| Sep 30 | Lakeshore Private Office LLC | State RIA | Chicago |
| Sep 23 | Zhidi Luo | State RIA | — |
| Sep 23 | Vector7 Capital | State RIA | Chicago |
| Sep 22 | Chestnut Beach Wealth | State RIA | — |
| Sep 21 | One Source Advisory Group LLC | State RIA | — |
| Sep 15 | April Asset Management LLC | State RIA | Deerfield |
| Sep 15 | FRC Realty, INC. | ERA (SEC) | Chicago |
Subscribers also get each firm's business phone, website, address, size and where it's registered.
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