2026 Forbes Best-in-State Wealth Management Teams for Illinois
Puzzle Wealth earned the #49 spot in the 2026 Forbes Best-in-State Wealth Management Teams list — the highest-ranked LPL team in Illinois for the second consecutive year, moving up seven spots from 2025.
Our firm is headquartered in Schaumburg, IL, where Puzzle Wealth was founded — so our team ranking is measured there. Our Southlake, TX office is home base for David Millington and serves as the firm's growth engine for Texas and the DFW area, bringing that same team, research, and planning depth to executives, business owners, and retirees across Dallas–Fort Worth.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Corporate Executives
As you’ve advanced in your career, your financial success has likely grown alongside your responsibilities. With greater assets comes increased complexity—yet less time to focus on managing them.
This is a testament to your success. Congratulations! Now, let us handle the rest so you can focus on what matters most.
Business Owners
As business owners ourselves, we understand the sacrifices and dedication it takes to build and grow a successful enterprise.
Your expertise, leadership, and drive for evolution have been the foundation of your achievements. When it comes to your family's wealth and legacy, Puzzle Wealth brings the experience to help create lasting success.
Retirees
You’ve reached the finish line—congratulations! As your lifestyle and cash flow evolve in retirement, there’s still time to refine your plan and enhance your experience.
At Puzzle Wealth, we help you make the most of your retirement so it can be as fulfilling and rewarding as you've envisioned.
About Us
Professional Guidance for Lifelong Financial Confidence
About Puzzle Wealth: At Puzzle Wealth, we specialize in simplifying the complexities of financial planning, investments, tax strategies, and alternative investments for corporate executives, business owners, and retirees. Our independent approach empowers us to craft tailored solutions that align with your unique goals, values, and financial aspirations. By focusing on the big picture and the finer details, we help our clients pursue clarity, confidence, and lasting success.