| Brian Zavalkoff | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Debra Meyer | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Joan Giardina | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| John Swift | Benchmark Investment Advisors | Chicago | CFA | Percentage of assets |
| Karen Natkin | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Michael Stoffregen | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Nicole Kustok | Evansbrook Capital Management | Bolingbrook | Not listed | Percentage of assets |
| Joshua Perlmutter | Atlas Financial | Chicago | Not listed | Percentage of assets, Fixed fees |
| Matthew Suby | John F. Suby Wealth Management | Rockford | Not listed | Percentage of assets, Hourly |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| Adam Wilson | Stabile Investment Management | Downers Grove | Not listed | Percentage of assets, Hourly |
| Benjamin Wilson | Stabile Investment Management | Chicago | Not listed | Percentage of assets, Hourly |
| Brian Wilson | Stabile Investment Management | Downers Grove | Not listed | Percentage of assets, Hourly |
| Jeffrey Berman | Trifecta Capital Advisors | Northbrook | Not listed | Percentage of assets, Fixed fees |
| Susan Oleari | Trifecta Capital Advisors | Northbrook | Not listed | Percentage of assets, Fixed fees |
| Thomas Baumgart | Chesley, Taft & Associates | Chicago | Not listed | Percentage of assets, Fixed fees |
| Thomas Walshe | Benchmark Investment Advisors | Chicago | Not listed | Percentage of assets |
| Alexander Ross | Main Street Investment Advisors | Northbrook | CFP | Percentage of assets, Fixed fees |
| Christopher Knappstein | 1834 Investment Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Edward Trapp | Dearborn Partners | Chicago | CFP | Percentage of assets |
| Gary Rychtanek | GCR Financial Services | Naperville | CFP | Percentage of assets, Hourly |
| John Celentani | Dearborn Partners | Chicago | CFP | Percentage of assets |
| John Harris | Zimmerman Wealth Management | Evanston | CFP | Percentage of assets, Fixed fees |
| John Mariscalco | 103 Advisory Group | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Marcie Pickard | Arthur M. Cohen & Associates | Glencoe | CFP | Percentage of assets, Hourly |
| Marshall Garrett | Zimmerman Wealth Management | Evanston | CFP | Percentage of assets, Fixed fees |
| Nano Younger | Arthur M. Cohen & Associates | Northbrook | CFP | Percentage of assets, Hourly |
| Richert Hart | 1834 Investment Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Robert Kubik | Wedmont Private Capital | Grayslake | CFP | Fixed fees |
| Roberta Ferguson | Aberdeen Wealth Management | Lake Bluff | CFP, CFA | Percentage of assets, Hourly |
| Sara Hostalet | Zimmerman Wealth Management | Evanston | CFP, CFA | Percentage of assets, Fixed fees |
| Stacey Sargent | Chicago Capital | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Thomas Zimmerman | Zimmerman Wealth Management | Evanston | CFP | Percentage of assets, Fixed fees |
| Timothy McDonald | Timothy J Mcdonald CPA CFP | Lake Barrington | CFP | Percentage of assets |
| Wendi Svitak | Bard Associates | Chicago | CFP | Percentage of assets |
| Zachary Patzik | Burling Wealth Partners | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Candra Chahyadi | William B. Walkup & Associates | Champaign | CFA | Percentage of assets |
| David Mabie | Chicago Capital | Chicago | CFA | Percentage of assets, Hourly |
| David Melsheimer | North Shore Private Asset Management | Lake Forest | CFA | Percentage of assets, Hourly |
| Donald Powell | 1834 Investment Advisors | Joliet | CFA | Percentage of assets, Fixed fees |
| Edward Leszynski | KGL Financial Advisors | Bannockburn | PFS | Percentage of assets |
| Matthew Guttosch | Dearborn Partners | Chicago | CFA | Percentage of assets |
| Michael Demaray | Bard Associates | Chicago | CFA | Percentage of assets |
| Peter Deakos | Dearborn Partners | Edwardsville | CFA | Percentage of assets |
| Richard Fradin | Chicago Capital | Chicago | CFA | Percentage of assets, Hourly |
| Richard Milton | 103 Advisory Group | Chicago | CFA | Percentage of assets, Fixed fees |
| Scott Frazin | Chicago Capital | Chicago | CFA | Percentage of assets, Hourly |
| Stuart McDermott | Defender Asset Management | Evanston | CFA | Percentage of assets, Hourly |
| Young Im | Burling Wealth Partners | Chicago | CFA | Percentage of assets, Hourly |
| Abby Davis | Burling Wealth Partners | Chicago | Not listed | Percentage of assets, Hourly |