Rialytix insights

Top RIA Firms in Deerfield, Illinois

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Deerfield, Illinois. This hub covers 6 matching firms with $10.7B in total reported AUM and median AUM of $1.2B.

Firms

Matching current profiles

Total AUM

$10.7B

Reported regulatory AUM

Median AUM

$1.2B

Across firms with AUM

Largest firm

$5.3B

Alera Investment Advisors, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Alera Investment Advisors, LLC CRD 287906 · Limited Liability Company	DEERFIELD, IL	$5.3B Mar 2026	+$2.6B+93.5%	+$4.1B+357.4%	+$4.3B+442.3%	—	+45 employees+72.6% over 3Y	+900 accounts+28.3% over 3Y
2. Nadler Financial Group, INC. CRD 122617 · Corporation	DEERFIELD, IL	$2.2B Mar 2026	+$265.9M+13.9%	+$869.3M+66.1%	+$1.0B+88.8%	+$1.8B+486.1%	+10 employees+55.6% over 3Y	+447 accounts+16.2% over 3Y
3. Parkside Investments, LLC CRD 286178 · Limited Liability Company	DEERFIELD, IL	$1.4B Apr 2026	+$136.0M+10.4%	+$523.3M+57.2%	+$730.8M+103.4%	—	0 employees+0.0% over 3Y	+109 accounts+18.1% over 3Y
4. Roberts, Glore & CO. CRD 109792 · Corporation	DEERFIELD, IL	$938.4M Mar 2026	+$90.6M+10.7%	+$224.4M+31.4%	+$190.7M+25.5%	+$478.6M+104.1%	0 employees+0.0% over 3Y	+65 accounts+5.9% over 3Y
5. Capital Resource Management,inc. CRD 106768 · Corporation	DEERFIELD, IL	$593.2M Mar 2026	+$55.8M+10.4%	+$101.2M+20.6%	+$96.4M+19.4%	+$255.7M+75.8%	0 employees+0.0% over 3Y	-28 accounts-18.4% over 3Y
6. E. A. Horwitz LLC CRD 165561 · Limited Liability Company	DEERFIELD, IL	$272.6M Mar 2026	+$64.6M+31.0%	+$56.5M+26.2%	+$100.9M+58.8%	+$135.4M+98.7%	-2 employees-13.3% over 3Y	+31 accounts+9.2% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.