Chicago Partners Wealth Advisors
TL;DR
Founded in 2009 by James Hagedorn, CFA, and Anthony Halpin, CPA, the firm offers financial planning, portfolio management and manager selection to high-net-worth individuals and trusts.
$7.5 billion
Regulatory AUM
As of ADV filing 2026-03-18
9,147
Accounts / Clients
2,741 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
73
Team Size
employees, 38 advisory
18 yrs
Years Registered
First registered 2008
About Chicago Partners Wealth Advisors
Founded in 2009 by James Hagedorn, CFA, and Anthony Halpin, CPA, the firm offers financial planning, portfolio management and manager selection to high-net-worth individuals and trusts.
Office: 1 N. Wacker Drive, Suite 4075, Chicago, IL 60606.
Best for: Families above $1M wanting an independent Chicago RIA with planning and manager selection
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD147662
RegistrationSEC-registered
First registration2008
Regulatory AUM$7.5 billion
ADV filing date2026-03-18
Accounts9,147
Clients2,741 individual and high-net-worth clients
Employees73
Advisory employees38
Fee modelAdvisory fees; ADV 2A discloses optional insurance commissions through an affiliate
Minimum$1,000,000 for new clients, waivable; $5,000 annual minimum fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA and CPA named for the founding partners in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 147662, as of ADV filing 2026-03-18, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 7 of 10
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