Chicago Partners Investment Group LLC

$7.47BAssets under management
as of Mar 2026 · SEC Form ADV
Chicago, IL
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Tech stack

The tools 1 person at Chicago Partners Investment Group LLC use or have reviewed on Advicer, by category (56 people on Advicer work there). Tools marked “spotted on their website” are linked from or built into Chicago Partners Investment Group LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $4.2B held · filed Nov 2024
Fidelity
Per Form ADV · $381M held · filed Nov 2024