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WEST LOOP FINANCIAL LLC

Advisory

IL

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in IL
#1,226
of 1,719 advisers by AUM
Average account
$452K
across 100 accounts
AUM per adviser
$45M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$45M
Discretionary %
100%
Clients
27
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, MI, TX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

INTUITIVE WEALTH MANAGEMENT, LLC
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-97.2% 1Y
PARK RIVER ADVISORS LLC
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C2 ASSET MANAGEMENT L.L.C.
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$45M
+0.2% 1Y
QUINCY WELLS ADVISORS, LLC
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$45M
-26.8% 1Y
HERITAGE STRATEGIC WEALTH, LLC
CARY, IL
$46M

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