Bank / Wealth / TrustRIA · CRD 282311SEC-Registered

Updated:

Opus Financial Solutions

Founded in 2015, Opus Financial Solutions is a Downers Grove, Illinois-based registered investment advisor that delivers financial planning and portfolio...

Opus Financial Solutions logo

Opus Financial Solutions

Founded in 2015, Opus Financial Solutions is a Downers Grove, Illinois-based registered investment advisor that delivers financial planning and portfolio management to individuals, families, and business entities. The firm emerged from the independent RIA movement that gained momentum after the 2008 financial crisis, when many advisors departed wirehouses to launch fiduciary-focused practices. Opus fits that template — a local wealth-management practice operating in the affluent western suburbs of Chicago. Opus advises on account structures common to small RIAs: taxable brokerage accounts, IRAs, 401(k) rollovers, and trust accounts. The firm operates without a significant public footprint. Team size, assets under management, and specific principal names are not publicly disclosed through standard industry databases or the firm's own website — a common profile for smaller RIAs that serve a defined geographic base rather than pursuing institutional allocations. Opus's structural identity is its independence. Unlike bank-owned wealth-management divisions or broker-dealer affiliates, independent RIAs operate under a fiduciary standard. That structure, combined with the firm's suburban Chicago location, creates a practice shaped by long-term household relationships rather than product distribution incentives — the core differentiator that sustains thousands of similar firms across the US advisory landscape.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

Location

Region

North America

Country

United States

City

Downers Grove

Corporate office

Downers Grove, IL, United States

Frequently asked questions

Is Opus Financial Solutions a fiduciary?

Yes, as a registered investment advisor, Opus operates under a fiduciary standard, which legally requires the firm to act in its clients' best interests. This differs from broker-dealer firms that operate under a suitability standard. The fiduciary obligation applies across all advisory services, including financial planning and ongoing portfolio management.

What types of clients does Opus Financial Solutions serve?

Opus serves individuals, families, and business entities in the greater Downers Grove area. The firm's location in Chicago's western suburbs gives it proximity to a client base that includes corporate executives, business owners, and professionals concentrated in corridors like the I-88 research and technology belt.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Downers Grove Bank / Wealth / Trust profiles