Vault-13

Managers in Wheaton, IL

United States · 104 asset managers within 25 km (9 in Wheaton itself) · 218 wealth managers, banks and others

WheatonDes PlainesEvanstonChicagoHometownNorthbrookLake ForestWoodridgeBrookfieldLake Zurich
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Chicago, IL 694 · Oak Brook, IL 20 · Northbrook, IL 20 · Evanston, IL 19 · Naperville, IL 14 · Lake Forest, IL 14 · Villa Park, IL 12 · Deerfield, IL 11 · Downers Grove, IL 8 · Lisle, IL 7 · Barrington, IL 7 · Winnetka, IL 7

Asset managers in and around Wheaton

#Manager People here Assets Visa salary
1 BROOKSTONE WEALTH ADVISORS, LLC Wheaton about 173main office
2 FIRST TRUST ADVISORS LP hedge funds, mutual funds, futures · Wheaton $309.2bn about 108main office $309.2bn
3 CALAMOS INVESTMENTS LLC mutual funds, futures, wealth · Naperville Calamos Advisors LLC, Calamos Wealth Management LLC $43.9bn · visa salary $111,000 about 78main office $43.9bn $111,00010 filings
4 FMR LLC hedge funds, private equity, real estate, structured credit and 4 more · Naperville STRATEGIC ADVISERS LLC · 9 related pages $2.3tn 63 $2.3tn
5 Invesco Ltd. public funds (AU), hedge funds, private equity, real estate and 5 more · Downers Grove Invesco Advisers, Inc., Invesco Capital Management LLC, Invesco Investment Advisers LLC · 18 related pages $1.3tn · visa salary $137,364 about 52main office $1.3tn $137,3646 filings
6 BPCE public funds (AU), hedge funds, private equity, mutual funds and 3 more · Villa Park LOOMIS SAYLES & CO L P · 21 related pages $386.9bn 45 $386.9bn
7 INLAND ADVISORY SERVICES, LLC Oak Brook $443.1m about 36main office $443.1m
8 Prudent Man Advisors, LLC Naperville $30.6bn about 22main office $30.6bn
9 PTMA INVESTMENT ADVISORS Naperville $104.2bn 20 $104.2bn
10 TIMOTHY FINANCIAL COUNSEL, INC. Wheaton about 20main office
11 Tidal Investments LLC mutual funds, futures · Oak Brook $45.8bn 18 $45.8bn
12 OBERWEIS ASSET MANAGEMENT INC/ mutual funds · Lisle OBERWEIS ASSET MANAGEMENT INC/ · 2 related pages $5.1bn about 17main office $5.1bn
13 STRATEGIC CAPITAL INVESTMENT ADVISORS INC Lombard about 14main office
14 EFFICIENT CAPITAL MANAGEMENT LLC hedge funds, futures · Warrenville $1.2bn about 13main office $1.2bn
15 MMA SECURITIES LLC Schaumburg 11
16 ROCK ISLAND CAPITAL private equity · Oak Brook $636.6m about 10main office $636.6m
17 ARES MANAGEMENT LLC hedge funds, private equity, venture, real estate and 4 more · Villa Park ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC · 5 related pages $458.8bn 9 $458.8bn
18 SageView Advisory Group, LLC institutions · Villa Park $37.5bn 8 $37.5bn
19 NATIONAL INVESTMENT SERVICES OF AMERICA, LLC hedge funds, institutions, futures · Oak Brook $16.3bn 8 $16.3bn
20 NORTH BRANCH CAPITAL MANAGEMENT, L.P. private equity, futures · Oak Brook $467.5m about 8main office $467.5m
21 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Wheaton Innovator Capital Management, LLC · 17 related pages $2.6tn about 6main office $2.6tn
22 EDELMAN FINANCIAL ENGINES Villa Park $326.3bn 6 $326.3bn
23 CABOT PROPERTIES L.P. real estate · Villa Park $9.1bn 6 $9.1bn
24 MARINER INSTITUTIONAL, LLC institutions · Villa Park $2.8bn 6 $2.8bn
25 Amplify Investments, LLC mutual funds, futures · Lisle $17.7bn about 5main office $17.7bn
26 Advisors Asset Management, Inc. mutual funds · Lisle $2.2bn 5 $2.2bn
27 HUIZENGA CAPITAL MANAGEMENT, LLC hedge funds, private equity, real estate · Oak Brook $996.7m about 5main office $996.7m
28 ACCEL-KKR private equity, futures · Schaumburg $23.8bn 4 $23.8bn
29 WESTWOOD HOLDINGS GROUP INC hedge funds, private equity, real estate, mutual funds and 1 more · Oak Brook WESTWOOD MANAGEMENT CORP /TX · 5 related pages $13.3bn 4 $13.3bn
30 SFAM, LLC institutions · Elmhurst $896.5m about 4main office $896.5m
31 CYPRESS INVESTMENT MANAGEMENT, LLC private equity · Villa Park CYPRESS INVESTMENT MANAGEMENT, LLC, CYPRESS WEALTH MANAGEMENT $302.2m about 4main office $302.2m
32 MAGELLAN FINANCIAL GROUP LTD public funds (AU), mutual funds, futures · Westmont Magellan Investment Partners North America, Inc. · 2 related pages $20.8bn about 3main office $20.8bn
33 Alera Investment Advisors, LLC institutions · Downers Grove $5.3bn 3 $5.3bn
34 FIRST BUSEY CORPORATION institutions, bank or insurer · Naperville, Willowbrook BUSEY CAPITAL MANAGEMENT, INC. · 2 related pages $4.1bn 3 $4.1bn
35 Advyzon Investment Management, LLC Lisle $1.7bn about 3main office $1.7bn
36 VISTAMARK INVESTMENTS Hinsdale $322.4m about 3main office $322.4m
37 MONETTA FINANCIAL SERVICES INC mutual funds · Wheaton $144.8m about 3main office $144.8m
38 INVESTMENT CONSULTING SERVICES, LLC Lombard about 3main office
39 SIERRA INVESTMENT PARTNERS, INC. institutions · Oak Brook $5.5bn 2 $5.5bn
40 Wolf Hill Capital Management, LP hedge funds, futures · Oak Brook $1.9bn 2 $1.9bn
41 BROOKSTONE ASSET MANAGEMENT, LLC mutual funds · Wheaton $597.9m about 2main office $597.9m
42 SOLOMON API LLC Warrenville, Schaumburg $389.0m 2 $389.0m
43 BOOSTER ASSET MANAGEMENT, LLC mutual funds · Wheaton $346.1m about 2main office $346.1m
44 GUGGENHEIM CAPITAL LLC hedge funds, private equity, real estate, structured credit and 3 more · Lisle Guggenheim Funds Distributors, LLC · 11 related pages $15.5bn 1 $15.5bn
45 READYSTATE ASSET MANAGEMENT LP hedge funds, futures · Naperville $10.3bn 1 $10.3bn
46 MCMORGAN & CO LLC venture, institutions · Villa Park $7.6bn 1 $7.6bn
47 FITZWALTER CAPITAL LIMITED private equity, FCA fund manager · Glen Ellyn FITZWALTER CAPITAL (US) LLC, FITZWALTER CAPITAL LIMITED $3.2bn 1 $3.2bn
48 UNION CAPITAL ASSOCIATES, L.P. private equity · Downers Grove $721.5m 1 $721.5m
49 RCM WEALTH ADVISORS institutions · Itasca $388.8m 1 $388.8m
50 Squadron Capital Management LLC hedge funds, futures · Oak Brook $385.7m about 1main office $385.7m

104 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.