Illinois · 4 advisers
Financial Advisors in Bannockburn, Illinois
Looking for a financial advisor in Bannockburn, Illinois? Falists indexes 4 SEC-registered and state-registered investment advisers in Bannockburn — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $304.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$304.7M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bannockburn
Ranked by AUM · Fees, team & specialties at a glance
EMC CAPITAL ADVISORS, LLC
Bannockburn, IL
AUM
$304.7M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
847-267-8700
CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.
Bannockburn, IL
AUM
$203.9M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; INCENTIVE ALLOCATIONS
847-282-7010
SOUND ADVICE FINANCIAL INC.
Bannockburn, IL
AUM
—
Team
1 advisors
Clients
251-500
Fees
SUBSCRIPTION FEES
312-690-4163
KGL FINANCIAL ADVISORS, LLC
Bannockburn, IL
AUM
$30.0M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
(847) 899-2001
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Common questions
- How many financial advisors are in Bannockburn, Illinois?
- 4 registered investment advisers are listed in our Bannockburn directory, sourced from public SEC filings.
- What types of advisors are in Bannockburn?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Bannockburn?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.