Rialytix insights

Top RIA Firms in Wheaton, Illinois

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Wheaton, Illinois. This hub covers 7 matching firms with $353.8B in total reported AUM and median AUM of $597.9M.

Firms

Matching current profiles

Total AUM

$353.8B

Reported regulatory AUM

Median AUM

$597.9M

Across firms with AUM

Largest firm

$309.2B

First Trust Advisors LP

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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. First Trust Advisors LP CRD 107027 · Limited Partnership	WHEATON, IL	$309.2B Apr 2026	+$52.9B+20.6%	+$118.8B+62.4%	+$137.7B+80.2%	+$261.1B+542.5%	-95 employees-14.9% over 3Y	+3,173 accounts+101.0% over 3Y
2. Innovator Capital Management, LLC CRD 287718 · Limited Liability Company	WHEATON, IL	$30.2B Apr 2026	+$8.0B+35.7%	+$19.2B+173.6%	+$26.2B+645.5%	—	+31 employees+73.8% over 3Y	0 accounts+0.0% over 3Y
3. Brookstone Capital Management LLC CRD 141413 · Limited Liability Company	WHEATON, IL	$12.8B Mar 2026	+$2.3B+22.5%	+$4.4B+51.8%	+$9.8B+332.2%	+$12.4B+3403.0%	+45 employees+12.5% over 3Y	+25,900 accounts+46.3% over 3Y
4. Brookstone Asset Management, LLC CRD 153467 · Limited Liability Company	WHEATON, IL	$597.9M Feb 2026	+$90.4M+17.8%	+$113.6M+23.5%	-$2.5B-80.9%	+$494.6M+478.6%	-1 employees-16.7% over 3Y	-527 accounts-98.5% over 3Y
5. Edge Financial Advisors, LLC CRD 136426 · Limited Liability Company	WHEATON, IL	$512.5M Mar 2026	+$133.2M+35.1%	+$211.0M+70.0%	+$282.3M+122.6%	+$318.5M+164.2%	+3 employees+42.9% over 3Y	+191 accounts+19.8% over 3Y
6. Booster Asset Management, LLC CRD 330362 · Limited Liability Company	WHEATON, IL	$346.1M Feb 2026	+$346.0M+345951.3%	—	—	—	+1 employees+100.0% over 1Y	0 accounts+0.0% over 1Y
7. Monetta Financial Services INC CRD 105367 · Corporation	WHEATON, IL	$144.8M Mar 2026	+$17.4M+13.6%	+$54.4M+60.1%	+$13.6M+10.4%	+$67.0M+86.1%	0 employees+0.0% over 3Y	0 accounts+0.0% 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.