Ranked #9 on Crain's Chicago Business list of largest wealth management firms by local assets under management. Highest-ranked independent, employee-owned firm among Chicago's top 10 wealth managers.

"We are not bound by external relationships and can make unbiased decisions that serve the best interests of both our firm and our clients." Don Epperson, co-founder and CEO of wealth management ...

Across the list, the median local AUM as of Dec. 31 ... have minimums reaching into the millions. Meanwhile, firms like Wintrust Wealth Management (No. 5) and Cresset (No. 12) have more moderate ...