Illinois · 5 advisers
Financial Advisors in Frankfort, Illinois
Looking for a financial advisor in Frankfort, Illinois? Falists indexes 5 SEC-registered and state-registered investment advisers in Frankfort — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $684.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$684.4M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Frankfort
Ranked by AUM · Fees, team & specialties at a glance
PROVIDENCE WEALTH ADVISORS, LLC
Frankfort, IL
AUM
$684.4M
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
815-306-2020
LATKO WEALTH MANAGEMENT, LTD.
Frankfort, IL
AUM
$327.2M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(815) 469-8887
PRAIRIEVIEW WEALTH & TAX ADVISORS
Frankfort, IL
AUM
$207.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
708-326-4750
MCDONNELL CAPITAL MANAGEMENT
Frankfort, IL
AUM
$166.7M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
708-925-9507
More cities in Illinois
Common questions
- How many financial advisors are in Frankfort, Illinois?
- 5 registered investment advisers are listed in our Frankfort directory, sourced from public SEC filings.
- What types of advisors are in Frankfort?
- 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 Frankfort?
- 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.