Illinois · 13 advisers
Financial Advisors in Schaumburg, Illinois
Looking for a financial advisor in Schaumburg, Illinois? Falists indexes 13 SEC-registered and state-registered investment advisers in Schaumburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $256.81B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
13
With website
9
Largest AUM
$256.81B
Financial planning
8
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Schaumburg
Ranked by AUM · Fees, team & specialties at a glance
CETERA INVESTMENT ADVISERS LLC
Schaumburg, IL
AUM
$256.81B
Team
9049 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-257-7880
WORLD EQUITY GROUP, INC.
Schaumburg, IL
AUM
$1.00B
Team
52 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
847-342-1700
CL WEALTH MANAGEMENT LLC
Schaumburg, IL
AUM
$733.6M
Team
39 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212-388-6200
MONERE WEALTH MANAGEMENT, INC.
Schaumburg, IL
AUM
$312.0M
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
312-585-3850
LIFEPOINT PLANNING
Schaumburg, IL
AUM
$168.5M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
844-505-3618
KUHN WEALTH MANAGEMENT INC.
Schaumburg, IL
AUM
$150.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(847) 607-4976
STEPHEN SMITH FINANCIAL INC.
Schaumburg, IL
AUM
$129.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
847-337-1022
INSIGHT FINANCIAL GROUP, INC.
Schaumburg, IL
AUM
$94.0M
Team
1 advisors
Clients
51-100
Fees
Fixed fees
847-592-7052
ASBURY RESEARCH LLC
Schaumburg, IL
AUM
$38.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
888-960-0005
COX FINANCIAL GROUP, LTD.
Schaumburg, IL
AUM
$68.5M
Team
0 total employees
Clients
0
Fees
Percentage of AUM
847-240-0022
NORTHWOOD WEALTH MANAGEMENT, LLC
Schaumburg, IL
AUM
$16.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
630-335-3792
NAVARRO ASSET MANAGEMENT, LLC
Schaumburg, IL
AUM
$95K
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
224-517-1419
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Common questions
- How many financial advisors are in Schaumburg, Illinois?
- 13 registered investment advisers are listed in our Schaumburg directory, sourced from public SEC filings.
- What types of advisors are in Schaumburg?
- 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 Schaumburg?
- 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.