Rialytix insights

Top RIA Firms in Downers Grove, Illinois

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Downers Grove, Illinois. This hub covers 11 matching firms with $964.1B in total reported AUM and median AUM of $1.7B.

Firms

Matching current profiles

Total AUM

$964.1B

Reported regulatory AUM

Median AUM

$1.7B

Across firms with AUM

Largest firm

$941.0B

Invesco Capital Management 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. Invesco Capital Management LLC CRD 125601 · Limited Liability Company	DOWNERS GROVE, IL	$941.0B Mar 2026	+$200.5B+27.1%	+$463.2B+96.9%	+$703.4B+296.0%	+$921.2B+4637.3%	+75 employees+51.0% over 3Y	+48 accounts+12.1% over 3Y
2. Jmg Financial Group LTD CRD 110302 · Corporation	DOWNERS GROVE, IL	$7.5B Mar 2026	+$1.1B+17.8%	+$3.0B+66.6%	+$3.7B+98.0%	+$6.2B+463.7%	+39 employees+60.9% over 3Y	+2,604 accounts+57.1% over 3Y
3. Highpoint Planning Partners CRD 316636 · Limited Liability Company	DOWNERS GROVE, IL	$4.8B May 2026	+$784.0M+19.6%	+$2.2B+86.2%	—	—	+2 employees+1.9% over 3Y	+7,865 accounts+99.8% over 3Y
4. Invesco Investment Advisers LLC CRD 104885 · Limited Liability Company	DOWNERS GROVE, IL	$4.4B Mar 2026	-$260.3M-5.6%	-$3.2B-42.3%	-$3.7B-45.9%	-$13.5B-75.5%	+1 employees+3.8% over 3Y	-326 accounts-22.6% over 3Y
5. Capstone Financial Advisors INC CRD 109341 · Corporation	DOWNERS GROVE, IL	$2.9B Mar 2026	+$426.1M+17.5%	+$1.0B+57.2%	+$1.0B+56.2%	+$2.1B+297.3%	+5 employees+20.0% over 3Y	+1,327 accounts+46.6% over 3Y
6. Feldman, Ingardona & CO CRD 29449 · Corporation	DOWNERS GROVE, IL	$1.7B Sep 2025	-$905.5M-34.3%	-$756.5M-30.4%	-$611.6M-26.1%	+$254.0M+17.2%	+2 employees+50.0% over 3Y	+16 accounts+9.3% over 3Y
7. Vertex Partners CRD 316839 · Limited Liability Company	DOWNERS GROVE, IL	$1.0B Mar 2026	+$184.0M+22.2%	+$530.9M+110.4%	—	—	+6 employees+42.9% over 3Y	+808 accounts+45.6% over 3Y
8. Bentley Financial Group CRD 172474 · Corporation	DOWNERS GROVE, IL	$392.8M Feb 2026	+$152.8M+63.7%	+$177.8M+82.7%	+$262.8M+202.1%	+$262.8M+202.1%	0 employees+0.0% over 3Y	+467 accounts+166.8% over 3Y
9. Opus Financial Solutions LLC CRD 282311 · Limited Liability Company	DOWNERS GROVE, IL	$150.8M Mar 2026	-$260.1K-0.2%	+$25.3M+20.1%	—	+$40.7M+36.9%	+1 employees+33.3% over 3Y	+50 accounts+11.0% over 3Y
10. Clement Street Capital LLC CRD 159684 · Limited Liability Company	DOWNERS GROVE, IL	$141.0M Feb 2026	—	—	—	+$11.7M+9.0%	0 employees+0.0% over Total	+1 accounts+0.5% over Total
11. Arbor Financial Services, LLC CRD 150713 · Limited Liability Company	DOWNERS GROVE, IL	$122.2M Feb 2026	+$8.8M+7.8%	+$4.8M+4.1%	+$68.0M+125.4%	+$68.0M+125.4%	-4 employees-44.4% over 3Y	-161 accounts-29.7% 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.