Falists

Illinois · 11 advisers

Financial Advisors in Oakbrook Terrace, Illinois

Looking for a financial advisor in Oakbrook Terrace, Illinois? Falists indexes 11 SEC-registered and state-registered investment advisers in Oakbrook Terrace — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $1.05B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

11

Largest AUM

$1.05B

Financial planning

7

Filter by specialty

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

AllWealth9Planning7Trusts8Retirement4Institutional3

Top advisors in Oakbrook Terrace

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

View all 11 →

More cities in Illinois

Chicago (526)Naperville (40)Northbrook (32)Oak Brook (21)Evanston (18)Northfield (17)Lake Forest (15)Downers Grove (14)Wheaton (14)Schaumburg (13)Barrington (11)Hinsdale (11)

Common questions

How many financial advisors are in Oakbrook Terrace, Illinois?
11 registered investment advisers are listed in our Oakbrook Terrace directory, sourced from public SEC filings.
What types of advisors are in Oakbrook Terrace?
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 Oakbrook Terrace?
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.