New Advisers Weekly

Newly registered investment advisers in Illinois

5 adviser firms in Illinois had a first registration approved in the last 30 days, 30 in the last 90 and 141 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

ASCENT FINANCIAL PLANNING

IL · city not in the state feed · approved 2026-11-04

State-registered

WEST POINT ADVISORY GROUP LLC

IL · city not in the state feed · approved 2026-10-28

State-registered

TOTEM ASSET GROUP, LLC

Evanston · approved 2026-10-27

State-registered

WHOLE PICTURE WEALTH MANAGEMENT LLC

IL · city not in the state feed · approved 2026-10-22

State-registered

VESTMENT 401K ADVISORS LLC

IL · city not in the state feed · approved 2026-10-19

State-registered

The paid lists

The 5 above are the last 30 days in Illinois, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (136)

FirmCitySegmentApproved
ORENTA CAPITALRockfordState-registered2026-10-14
ALTRUNOVAChicagoSEC-registered2026-10-13
OCEAN IVY CAPITAL—State-registered2026-10-13
WCP MANAGEMENT I, LLCChicagoExempt reporting2026-10-08
EARNEST PLANNING LLC—State-registered2026-10-07
CROWN LAKE CAPITAL, LLCNorthbrookExempt reporting2026-10-06
HIGHLINE FINANCIAL LLC—State-registered2026-10-06
LINDEN WEALTH MANAGEMENT LLCOak ParkSEC-registered2026-10-05
HILCO INVESTMENT ADVISORS, LLCNorthbrookSEC-registered2026-10-01
LAKESHORE PRIVATE OFFICE LLCChicagoState-registered2026-09-30
JOHNSTON INVESTMENT COUNSEL, LTD.PeoriaSEC-registered2026-09-28
VECTOR7 CAPITALChicagoState-registered2026-09-23
ZHIDI LUO—State-registered2026-09-23
CHESTNUT BEACH WEALTH—State-registered2026-09-22
ONE SOURCE ADVISORY GROUP LLC—State-registered2026-09-21
WILLIS TOWERS WATSON SECURITIES, LLCChicagoSEC-registered2026-09-17
APRIL ASSET MANAGEMENT LLCNapervilleState-registered2026-09-15
FIFIELD COMPANIESChicagoExempt reporting2026-09-15
CAMERATA CAPITALChicagoSEC-registered2026-09-11
LUDGATE CAPITAL—State-registered2026-09-10
KUHN WEALTH MANAGEMENT INC.SchaumburgSEC-registered2026-09-01
OLD MISSION ASSET MANAGEMENT LLCChicagoSEC-registered2026-09-01
MUSEUM PARK CAPITAL—State-registered2026-08-24
PETROVICH CAPITAL ADVISORS LLC—State-registered2026-08-24
TOFT WEALTH—State-registered2026-08-24
DEBUSSY CAPITAL MANAGEMENT LPChicagoExempt reporting2026-08-14
VOYAGE POINT WEALTH MANAGEMENTArlington HeightsState-registered2026-08-12
BIRCH BAY FINANCIAL PLANNING—State-registered2026-08-06
INVISION MANAGEMENT, INC.ChicagoSEC-registered2026-08-06
REDMONT WEALTHChicagoState-registered2026-08-06
ENGAGE WEALTH GROUP, LLCNorthfieldSEC-registered2026-08-05
ERIE STREET GROWTH PARTNERSChicagoSEC-registered2026-08-05
SQUADRON CAPITAL MANAGEMENT LLCOak BrookSEC-registered2026-08-05
SRJ FINANCIAL CONSULTING LLC—State-registered2026-08-04
WEALTHRIDGE INVESTMENTS LLCBurr RidgeState-registered2026-08-03
MAXWELL STREET CAPITAL PARTNERS, LPEvanstonSEC-registered2026-07-23
TRANSITION EQUITY PARTNERS, LLCChicagoSEC-registered2026-07-22
THRESHOLD WEALTH ADVISORS LLC—State-registered2026-07-20
MIDWAY CAPITAL RESEARCH & MANAGEMENT LLCChicagoSEC-registered2026-07-17
INDEPENDENT CAPITALChicagoState-registered2026-07-15
GW ASSET MANAGEMENT LLCNapervilleState-registered2026-07-13
BLUE OWL REAL ASSETS ADVISORS LLCChicagoSEC-registered2026-07-09
RISING POINT CAPITALChicagoSEC-registered2026-07-09
HERITAGE LEGACY WEALTH LLCBuffalo GroveState-registered2026-06-29
LOTIC FINANCIAL PLANNING LLC—State-registered2026-06-29
FORESIGHT WEALTH ADVISORSSkokieSEC-registered2026-06-26
STEEL CITY SPORTS FUND GP, LLCNorthbrookExempt reporting2026-06-26
STEEL CITY SPORTS MANAGEMENT, LLCNorthbrookExempt reporting2026-06-26
ROTHSCHILD FINANCIAL PARTNERS, LLCOak BrookSEC-registered2026-06-22
LIFEWISE WEALTH ADVISORSChampaignSEC-registered2026-06-18
ALO FINANCIAL PLANNINGMount ProspectSEC-registered2026-06-12
ALETOChicagoExempt reporting2026-06-11
MONROE CAPITAL ASSET FINANCE ADVISORS, LLCChicagoSEC-registered2026-06-08
DALY INVESTMENT MANAGEMENT, LLCMount ProspectSEC-registered2026-06-04
PLACKETT CAPITAL MANAGEMENT LLC—State-registered2026-06-03
SANDS WEALTH STRATEGIES, LLC—State-registered2026-06-03
BVVCBurr RidgeExempt reporting2026-06-02
CHASE ALLEN WEALTH—State-registered2026-06-01
ITAXANDINVESTMENTS INCChicagoState-registered2026-05-29
KEY INVESTMENT MANAGEMENT, LLCChicagoExempt reporting2026-05-29
MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLCChicagoSEC-registered2026-05-29
WHI COLLECTIVE REAL ESTATE LPChicagoExempt reporting2026-05-29
DRW ASSET MANAGEMENT US LLCChicagoExempt reporting2026-05-27
BULLETPROOF CAPITAL, LLCChicagoSEC-registered2026-05-20
TAPESTRYFP—State-registered2026-05-19
PINNACLE FINANCIAL PLANNING—State-registered2026-05-18
INTENTGEN FINANCIAL PARTNERSNapervilleSEC-registered2026-05-15
KIDDOS CAPITAL—State-registered2026-05-13
MERIT CAPITAL PARTNERS VI, LLCChicagoSEC-registered2026-05-13
BLUE SKY INVESTMENT PARTNERS, INC.EvanstonSEC-registered2026-05-08
MARGIN ADVISORY GROUP LLCMount CarmelState-registered2026-05-08
VISTAMARK INVESTMENTSHinsdaleSEC-registered2026-05-07
DHRUVA FUNDS, LLC—State-registered2026-05-06
SFERMIONChicagoExempt reporting2026-05-04
OCA VENTURES, LLCChicagoSEC-registered2026-04-30
LAUREATE WEALTH MANAGEMENT, LLCGlen EllynSEC-registered2026-04-29
WINCHESTER ASSET MANAGEMENT, LLCChicagoSEC-registered2026-04-29
PEBBLE VALLEY WEALTH MANAGEMENTWestern SpringsSEC-registered2026-04-27
ROPPEL CAPITAL MANAGEMENT LLCPark RidgeSEC-registered2026-04-27
GOLDEN FOUNDATION ADVISORS—State-registered2026-04-23

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.