Rialytix insights

Top RIA Firms in Schaumburg, Illinois

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Schaumburg, Illinois. This hub covers 6 matching firms with $259.2B in total reported AUM and median AUM of $522.8M.

Firms

Matching current profiles

Total AUM

$259.2B

Reported regulatory AUM

Median AUM

$522.8M

Across firms with AUM

Largest firm

$256.8B

Cetera Investment Advisers 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. Cetera Investment Advisers LLC CRD 105644 · Limited Liability Company	SCHAUMBURG, IL	$256.8B Apr 2026	+$93.0B+56.8%	+$223.5B+669.9%	+$228.5B+806.6%	+$253.8B+8499.0%	+7,157 employees+231.3% over 3Y	+636,975 accounts+359.9% over 3Y
2. World Equity Group, INC. CRD 29087 · Corporation	SCHAUMBURG, IL	$1.0B May 2026	+$142.8M+16.6%	-$6.2M-0.6%	-$25.4M-2.5%	+$541.4M+117.7%	+13 employees+8.6% over 3Y	-1,885 accounts-38.6% over 3Y
3. CL Wealth Management LLC CRD 134922 · Limited Liability Company	SCHAUMBURG, IL	$733.6M Mar 2026	+$104.8M+16.7%	+$258.7M+54.5%	+$286.8M+64.2%	+$728.9M+15743.9%	-4 employees-8.7% over 3Y	+166 accounts+8.3% over 3Y
4. Monere Wealth Management, INC. CRD 173076 · Corporation	SCHAUMBURG, IL	$312.0M Feb 2026	+$42.0M+15.6%	+$190.0M+155.7%	+$89.0M+39.9%	+$216.2M+225.5%	-2 employees-16.7% over 3Y	+255 accounts+85.0% over 3Y
5. Lifepoint Planning CRD 296911 · —	SCHAUMBURG, IL	$168.5M Feb 2026	+$63.4M+60.4%	—	—	+$63.4M+60.4%	+1 employees+50.0% over 1Y	+171 accounts+61.1% over 1Y
6. Stephen Smith Financial INC. CRD 339402 · Corporation	SCHAUMBURG, IL	$129.0M Mar 2026	—	—	—	—	+1 employees+33.3% over Total	—

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.