How many financial advisors are in Burr Ridge, Illinois?

Falists lists 7 registered investment advisers with a principal office or filing address in Burr Ridge, Illinois, based on public SEC IAPD data.

How do financial advisors in Burr Ridge charge fees?

Fee structures vary by firm. In Burr Ridge, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Burr Ridge?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Illinois · 7 advisers

Financial Advisors in Burr Ridge, Illinois

Looking for a financial advisor in Burr Ridge, Illinois? Falists indexes 7 SEC-registered and state-registered investment advisers in Burr Ridge — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $826.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$826.6M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement4 Institutional1

Top advisors in Burr Ridge

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

MPS-LORIA FINANCIAL PLANNERS,LLC

Burr Ridge, IL

AUM

$826.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

630-887-4404

Full profile Visit site →

UNIQUE WEALTH STRATEGIES

Burr Ridge, IL

AUM

$381.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

630-318-0565

Full profile Visit site →

4WEALTH ADVISORS, INC.

Burr Ridge, IL

AUM

$275.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

708-695-5300

Full profile Visit site →

VIA IV INVESTMENTS, LLC

Burr Ridge, IL

AUM

$221.8M

Wealth MgmtTrusts & Estates

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

630-674-7226

Full profile Visit site →

COPPERWOOD FINANCIAL

Burr Ridge, IL

AUM

$119.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

630-581-8998

Full profile Visit site →

BVVC

Burr Ridge, IL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

312-718-0731

Full profile Visit site →

BVVC

Burr Ridge, IL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

312-718-0731

Full profile Visit site →

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Common questions

How many financial advisors are in Burr Ridge, Illinois?: 7 registered investment advisers are listed in our Burr Ridge directory, sourced from public SEC filings.
What types of advisors are in Burr Ridge?: 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 Burr Ridge?: 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.