Ciaccio Wealth Management

What Ciaccio Wealth Management does

Ciaccio Wealth Management, Ltd. is a privately held financial advisory firm headquartered in Batavia, Illinois, founded in 2013 and operating with 1–10 employees. The firm delivers comprehensive financial planning, investment advisory, and insurance services to business owners, executives, and individuals, with the ability to transact securities in Colorado, Florida, Illinois, Minnesota, North Carolina, California, and Wisconsin. Its core offering spans retirement planning, estate strategies, investment management, tax planning, and insurance planning, positioned as integrated multi-generational wealth advisory.

The firm operates as a Registered Representative and Investment Advisor Representative through LPL Financial, a Registered Investment Advisor and member of FINRA/SIPC. This broker-dealer affiliation provides the operational infrastructure, research, and compliance overlay that the practice leverages. The principal, Steve Ciaccio (MBA, CPA, CFP®), is the primary client-facing advisor, and the firm's value proposition centers on fiduciary-standard advice backed by the CFP® Board's competency requirements across nearly 100 integrated financial topics.

Revenue is generated through advisory fees and securities commissions routed through LPL Financial, with pricing individually quoted and not publicly disclosed. The go-to-market is sales-led and relationship-driven, supplemented by a digital resource center containing educational articles, videos, and interactive financial calculators that function as top-of-funnel content marketing. The firm has no publicly disclosed revenue, no funding history, no subsidiaries, and no acquisitions, consistent with a small independent practice operating under the LPL Financial umbrella.

Name

Ciaccio Wealth Management

Legal name

Ciaccio Wealth Management, Ltd.

Website

https://ciacciowealth.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Ciaccio Wealth Management is a privately held financial advisory firm in Batavia, IL, offering retirement, investment, estate, tax, and insurance planning to business owners, executives, and individuals, delivered through LPL Financial by principal Steve Ciaccio, CFP®.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Retirement planning
• Estate planning

Headquarters

HQ city

Batavia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Securities and Advisory Services: Registered Representative and Investment Advisor services through LPL Financial providing securities and advisory services to clients. Revenue generated through advisory fees and securities transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Ciaccio Wealth Management provides comprehensive financial planning and investment advisory services to individuals, business owners, and executives through LPL Financial as a Registered Investment Advisor. Core deliverables include retirement planning, estate planning, investment management, insurance planning, and tax planning, supplemented by digital educational resources and interactive calculators.

Product overview

Ciaccio Wealth Management is a financial advisory firm offering a unified suite of wealth management services. The core offering is comprehensive financial planning and investment advisory services delivered through LPL Financial. The firm supplements its advisory services with digital tools including an online calculator suite (retirement, investment, insurance, tax, and mortgage calculators), an educational video library covering financial topics, and a library of written articles and resources. Additional service modules include estate planning, insurance planning, and tax planning services. The firm is led by Steve Ciaccio, MBA, CPA, CFP®.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive financial planning and wealth advisory services for individuals, business owners, and executives, including investment management, retirement planning, and estate strategies, delivered through LPL Financial.
• Estate Planning Services Estate planning strategies including wills, trusts, probate management, charitable giving, and special needs trusts for clients and their families.
• Investment Advisory Services Investment management and financial roadmap services including portfolio strategy, asset allocation, and alternative investments through LPL Financial.
• Insurance Planning Services Insurance needs assessment and planning including life insurance, long-term care, Medicare supplements, and business insurance.
• Tax Planning Services Tax planning strategies and resources including tax bracket management, deduction optimization, and tax-advantaged account strategies.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• LPL FinancialcoreStrategic or Co-development PartnerSteve Ciaccio is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Partnership provides access to LPL Research, Weekly Market Commentary, Fiduciary Focus publications, and retirement planning tools.

Scale indicators1 record

Recent moves1 record

Expansion highlights5 records

Direct peers

• Carson Group: RIA platform and advisor coaching community supporting independent financial advisors. Operates the same 'independent advisor on a larger platform' structure with heavy emphasis on financial planning, content marketing, and business-owner/executive segments.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform serving independent financial advisors nationwide. Closest structural analog to LPL Financial, and Commonwealth-affiliated practices operate with the same solo-CFP advisor and financial-planning-led model Ciaccio runs.
• Cetera Financial Group: Independent broker-dealer and RIA platform hosting thousands of independent advisors offering financial planning, wealth management, and insurance services. Comparable advisor-platform business model to Ciaccio's LPL affiliation.

Emerging players

• Facet Wealth: Digital-first financial planning firm pairing clients with CFP(R) professionals for flat-fee advice, including retirement, tax, and estate planning. Direct competitor in the CFP-led financial planning category, differentiating via tech-enabled delivery.
• Focus Financial Partners: RIA aggregator and partnership network for independent wealth management firms offering comprehensive financial planning. Represents the roll-up/consolidation exit path available to solo RIA practices as they scale.
• Edelman Financial Engines: Independent RIA delivering financial planning and investment management to mass-affluent and business-owner households. Comparable in serving integrated financial-planning needs across retirement, investment, tax, and estate topics.
• Mariner Wealth Advisors: Independently owned national RIA offering comprehensive financial planning and wealth advisory services to individuals, business owners, and executives - serving the same three client personas Ciaccio targets but at significantly greater scale.

Broad incumbents

• Fisher Investments: Large independent RIA providing portfolio management and investment advisory services to individuals and institutions. Comparable RIA structure offering investment advisory services through a registered investment advisor platform.
• Edward Jones: Large broker-dealer/wealth management firm serving mass-affluent individuals and business owners with financial planning, retirement, and investment services. Broad incumbent in the same advisory segment.
• Charles Schwab Wealth Advisory: RIA channel within Charles Schwab offering financial planning and investment advisory services. Competes for the same mass-affluent client base but with institutional scale, low cost, and proprietary custodial infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ciaccio-wealth-management-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ciaccio Wealth Management