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Largest RIA Firms in Downers Grove, Illinois by AUM

Explore registered investment advisers headquartered in Downers Grove, Illinois, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 11 firms with $964.4B in total reported AUM and median AUM of $2.0B.

Firms

Matching current profiles

Total AUM

$964.4B

Reported regulatory AUM

Median AUM

$2.0B

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 Aug 2026	+$200.5B+27.1%	+$540.4B+134.9%	+$607.2B+181.9%	+$921.2B+4637.3%	+29 employees+15.0% over 3Y	+19 accounts+4.5% over 3Y
2. Jmg Financial Group LTD CRD 110302 · Corporation	DOWNERS GROVE, IL	$7.5B Oct 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 Jul 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	$2.0B Sep 2026	+$476.6M+31.5%	-$498.6M-20.0%	-$353.7M-15.1%	+$511.9M+34.6%	+2 employees+50.0% over 3Y	+18 accounts+10.5% 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 Oct 2026	+$71.8M+22.4%	+$231.8M+144.0%	+$262.8M+202.1%	+$262.8M+202.1%	0 employees+0.0% over 3Y	+111 accounts+17.5% over 3Y
9. Opus Financial Solutions LLC CRD 282311 · Limited Liability Company	DOWNERS GROVE, IL	$150.8M Sep 2026	+$25.6M+20.4%	+$25.3M+20.1%	+$40.7M+36.9%	+$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 sufficient historical filing data is unavailable for the lookback period.