Siligmueller & Norvid Wealth Advisors
Siligmueller & Norvid Wealth Advisors was an independent Illinois-based wealth advisory firm founded in 1998 that provided investment management and personal financial planning services to high-net-worth individuals and families managing approximately $300 million in assets until its October 2025 acquisition by Rothschild Wealth Partners.
- Company typePrivate
- Founded1998
- HeadquartersGlen Ellyn, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Siligmueller & Norvid Wealth Advisors firmographics
Firmographics- Name
- Siligmueller & Norvid Wealth Advisors
- Legal name
- Siligmueller & Norvid Wealth Advisors, LLC
- Website
- https://siligmueller.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Siligmueller & Norvid Wealth Advisors was an independent Illinois-based wealth advisory firm founded in 1998 that provided investment management and personal financial planning services to high-net-worth individuals and families managing approximately $300 million in assets until its October 2025 acquisition by Rothschild Wealth Partners.
- Ownership category
- akta.pro rank
Siligmueller & Norvid Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Siligmueller & Norvid Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Glen Ellyn
- HQ country
- United States
- HQ region
- North America
Markets served
Siligmueller & Norvid Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Siligmueller & Norvid Wealth Advisors product offering
Product offeringCore offering
Siligmueller & Norvid Wealth Advisors is an independent financial advisory firm that provides investment management and personal financial planning services to high-net-worth individuals and families. The firm offered wealth management, retirement planning, and wealth preservation strategies, managing approximately $300 million in client assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
- Personal Financial Planning
- Retirement Planning
- Wealth Preservation Strategies
Companies that use Siligmueller & Norvid Wealth Advisors
Customer profileSegments1 record
Ideal customer profiles1 record
Siligmueller & Norvid Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Siligmueller & Norvid Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Rothschild Wealth PartnerscoreRothschild Wealth Partners, a Chicago-based financial advisory firm, completed the acquisition of Siligmueller & Norvid Wealth Advisors on October 22, 2025. The acquisition aimed to expand Rothschild's capabilities and strengthen its presence in Illinois as part of Rothschild's national growth strategy.
Scale indicators1 record
Siligmueller & Norvid Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- LPL Financial: Largest independent broker-dealer and RIA custodian in the U.S., supporting thousands of independent advisors serving HNW clients. Comparable as infrastructure and services provider to the same independent RIA ecosystem.
- Focus Financial Partners: Leading RIA aggregator and partnership platform (now part of CD&R) that consolidates independent wealth advisors. Relevant as a major consolidator in the same RIA M&A landscape that drove SNWA's sale to Rothschild.
- Rothschild Wealth Partners: Chicago-based financial advisory firm that acquired SNWA in October 2025. Directly comparable as an HNW-focused independent wealth advisor serving the Illinois market, though larger and broader in scope.
Direct peers
- Mariner Wealth Advisors: Large independent RIA providing comprehensive wealth advisory to HNW individuals and families. Comparable as a scaled platform pursuing HNW-focused independent advisory with similar client profiles and service mix.
- Edelman Financial Engines: Large independent RIA serving HNW individuals and families with investment advisory and financial planning. Comparable as a scaled independent advisor in the same wealth management category serving similar HNW demographics.
- Sanctuary Wealth: Independent RIA partnership platform built for advisors serving HNW and ultra-HNW clients. Comparable as a partnership model enabling small independent advisory teams to access institutional resources while serving similar clients.
- Carson Group: Independent wealth management platform serving advisors and their HNW clients. Directly comparable as an independent RIA platform aggregating advisory practices serving similar client demographics.
- HighTower Advisors: HNW-focused RIA partnership platform serving high-net-worth individuals and families through independent advisor teams. Highly comparable business model: independent wealth advisory targeting the same HNW segment.
- Mercer Advisors: National RIA serving HNW households with comprehensive wealth advisory. Comparable as an independent advisory firm pursuing HNW client relationships through both organic growth and acquisitions of smaller advisory books.
- Creative Planning: Large independent RIA providing comprehensive wealth management to HNW individuals and families. Comparable as an independent advisor targeting the same client segment with similar service offerings including investment management and financial planning.
Market position
Customer concentration
Siligmueller & Norvid Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Siligmueller & Norvid Wealth Advisors leadership team
Management profileNumber of profiles
Profiles1 record
Siligmueller & Norvid Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Siligmueller & Norvid Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Siligmueller & Norvid Wealth Advisors
What does Siligmueller & Norvid Wealth Advisors do?
Siligmueller & Norvid Wealth Advisors is an independent financial advisory firm that provides investment management and personal financial planning services to high-net-worth individuals and families. The firm offered wealth management, retirement planning, and wealth preservation strategies, managing approximately $300 million in client assets.
Is Siligmueller & Norvid Wealth Advisors a public or private company?
Siligmueller & Norvid Wealth Advisors is a private company. It is classified as corporate owned and is currently acquired.
When was Siligmueller & Norvid Wealth Advisors founded?
Siligmueller & Norvid Wealth Advisors was founded in 1998. It employs 1 to 10 people.
Where is Siligmueller & Norvid Wealth Advisors based?
Siligmueller & Norvid Wealth Advisors is headquartered in Glen Ellyn, United States, in the North America region.
Who are Siligmueller & Norvid Wealth Advisors's main competitors?
Broad incumbents on record are LPL Financial, Focus Financial Partners and Rothschild Wealth Partners. Direct peers are Mariner Wealth Advisors, Edelman Financial Engines, Sanctuary Wealth, Carson Group, HighTower Advisors, Mercer Advisors and Creative Planning.
Does Siligmueller & Norvid Wealth Advisors have an API?
No public API is recorded for Siligmueller & Norvid Wealth Advisors.
What industry is Siligmueller & Norvid Wealth Advisors in?
Siligmueller & Norvid Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.