Illinois · 7 advisers
Financial Advisors in Highland Park, Illinois
Looking for a financial advisor in Highland Park, Illinois? Falists indexes 7 SEC-registered and state-registered investment advisers in Highland Park — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.03B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
7
With website
5
Largest AUM
$1.03B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Highland Park
Ranked by AUM · Fees, team & specialties at a glance
FORT SHERIDAN ADVISORS LLC
Highland Park, IL
AUM
$1.03B
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
847-559-9700
NEW VERNON WEALTH MANAGEMENT LLC
Highland Park, IL
AUM
$781.0M
Team
5 advisors
Clients
—
Fees
Percentage of AUM
847-926-5700
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Highland Park, IL
AUM
$732.2M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(847) 616-2590
INSIGHT SECURITIES, INC.
Highland Park, IL
AUM
$94.2M
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
224-632-4700
PRECISE INVESTMENT MANAGEMENT, INC.
Highland Park, IL
AUM
$186.3M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
702-906-0940
NEW VERNON INVESTMENT MANAGEMENT LLC
Highland Park, IL
AUM
$115.5M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
847-926-5700
More cities in Illinois
Common questions
- How many financial advisors are in Highland Park, Illinois?
- 7 registered investment advisers are listed in our Highland Park directory, sourced from public SEC filings.
- What types of advisors are in Highland Park?
- 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 Highland Park?
- 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.