Grow, Preserve, and Transition Your Wealth with Confidence
Awards and Recognition
Since 2011, McLean Wealth Management Group has been routinely recognized for our exceptional service and performance as one of the premier wealth management practices within the state of Illinois.
Best-In-State Wealth Management Teams
McLean Wealth Management Group recognized as a Best-In-State Wealth Management Team in Illinois for 2024 - Forbes*
Best-In-State Wealth Advisor
Russell McLean recognized as a Best-In-State Wealth Advisor in Illinois for 2024 Forbes**
Top 1200 State By State Advisors
Russell McLean recognized as Top 1200 State-By-State Advisors in Illinois for 2024 – Barron’s ***
Top 100 Independent Advisors
Russell McLean recognized as a Top 100 Independent Advisor for 2021 – Barron’s ****
* 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Self-completed survey was used for this rating. This rating is not related to the quality of investment advice and based solely on the disclosed criteria. Investment performance is not a criterion.
** 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-In-State Advisor Teams rating algorithm is based on the previous year's interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and is based solely on disclosed criteria.
*** 2024 Barron’s Top 1,200 State-By-State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). The Barron’s Top 1,200 State-By-State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**** 2021 Barron’s Top 100 Independent Advisors: Awarded September 2021; Data Compiled by Barron's based on the time period from July 2020 - June 2021 (Source: Barrons.com). The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Who We Are
McLean Wealth Management Group is a full-service, independent wealth management practice located in Oak Brook, Illinois. Our advisory team deploys over 60 years of combined industry experience, helping investors make critical decisions regarding the growth, preservation, and transition of their wealth. As a client-centric practice, we prioritize building meaningful relationships with each investor.
Who We Serve
At McLean Wealth Management Group, we are a client-centric advisory practice specializing in serving high net worth individuals, families, and institutions seeking a superior level of personalized, objective, unbiased, and prudent investment advice. Our team is dedicated to providing each client with a comprehensive wealth management experience by taking an immersive, hands-on approach to prepare for their everchanging priorities, circumstances, and goals in today's complex financial markets.