Illinois · 2 advisers
Financial Advisors in Mount Prospect, Illinois
Looking for a financial advisor in Mount Prospect, Illinois? Falists indexes 2 SEC-registered and state-registered investment advisers in Mount Prospect — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $123.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$123.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Mount Prospect
Ranked by AUM · Fees, team & specialties at a glance
DALY INVESTMENT MANAGEMENT, LLC
Mount Prospect, IL
AUM
$123.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
224-347-2623
ALO FINANCIAL PLANNING
Mount Prospect, IL
AUM
$120.9M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(224) 250-9373
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Common questions
- How many financial advisors are in Mount Prospect, Illinois?
- 2 registered investment advisers are listed in our Mount Prospect directory, sourced from public SEC filings.
- What types of advisors are in Mount Prospect?
- 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 Mount Prospect?
- 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.