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's investment approach typically blends active and passive strategies — likely a mix of ETFs and mutual funds for asset allocation, with potential direct indexing or SMA platforms for larger relationships. Client demographics in Downers Grove and surrounding areas like Naperville and Hinsdale suggest a focus on mass-affluent and high-net-worth households, often with concentrations in corporate equity from nearby employers and real estate holdings. 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. The absence of LinkedIn presence, press mentions, or ADV filings easily searchable through public aggregators indicates a deliberately low-profile practice. 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

AUM

Undisclosed

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.

How does Opus Financial Solutions charge for its services?

Opus likely charges a fee based on assets under management, the most common structure for independent RIAs in the suburban Chicago market. Additional services such as standalone financial plans may be offered on an hourly or project basis. Exact fee schedules are not publicly available, as the firm does not disclose them through readily accessible channels.

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.

Does Opus Financial Solutions manage its own investment products?

No, Opus does not appear to offer proprietary mutual funds or ETFs, which is standard for firms of its size. The firm likely constructs client portfolios using third-party ETFs, mutual funds, and potentially separately managed accounts from larger institutional managers. This open-architecture approach reduces conflicts of interest inherent in proprietary product sales.

Is Opus Financial Solutions affiliated with any larger institution?

No public information indicates an affiliation with a larger bank, broker-dealer, or consolidator. Opus appears to operate as an independent RIA, a structure that has grown steadily across US wealth management over the last decade. Smaller independents like Opus typically custody client assets at a third-party custodian such as Charles Schwab or Fidelity.

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