Illinois · 3 advisers
Financial Advisors in Batavia, Illinois
Looking for a financial advisor in Batavia, Illinois? Falists indexes 3 SEC-registered and state-registered investment advisers in Batavia — 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 $190.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$190.6M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Batavia
Ranked by AUM · Fees, team & specialties at a glance
MASUS FINANCIAL GROUP, LTD.
Batavia, IL
AUM
$190.6M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
630-879-8464
RHODES CAPITAL MANAGEMENT, INC.
Batavia, IL
AUM
$20.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
630-301-0504
ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC
Batavia, IL
AUM
$19.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(312) 504-9745
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Common questions
- How many financial advisors are in Batavia, Illinois?
- 3 registered investment advisers are listed in our Batavia directory, sourced from public SEC filings.
- What types of advisors are in Batavia?
- 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 Batavia?
- 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.