Investment advisers in Rockford, IL
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Savant Wealth Management | $55.61 billion | 659 | 0 |
| Choreo, LLC | $19.14 billion | 232 | 0 |
| Bates Financial Advisors, Inc. | $439.2 million | 5 | 0 |
| Midwest Financial Associates, Inc. | $123.9 million | 4 | 6 |
| Pathfinder Advisory, Inc. | $121.4 million | 5 | 0 |
| Choreo Partner Alliance, LLC | $0 | 13 | 0 |