How many financial advisors are in Skokie, Illinois?

Falists lists 7 registered investment advisers with a principal office or filing address in Skokie, Illinois, based on public SEC IAPD data.

How do financial advisors in Skokie charge fees?

Fee structures vary by firm. In Skokie, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Skokie?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Illinois · 7 advisers

Financial Advisors in Skokie, Illinois

Looking for a financial advisor in Skokie, Illinois? Falists indexes 7 SEC-registered and state-registered investment advisers in Skokie — 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 $645.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$645.3M

Financial planning

Filter by specialty

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

All Wealth6 Planning5 Trusts5 Retirement3 Institutional2

Top advisors in Skokie

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

View all 7 →

SHANKERVALLEAU WEALTH ADVISORS, INC.

Skokie, IL

AUM

$645.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM

847-475-2900

Full profile Visit site →

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

Skokie, IL

AUM

$273.2M

Wealth MgmtTrusts & Estates

Team

9 advisors

Clients

11-25

Fees

Percentage of AUM

312-264-4400

Full profile Visit site →

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

Skokie, IL

AUM

$178.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

847-983-0123

Full profile Visit site →

FORESIGHT WEALTH ADVISORS

Skokie, IL

AUM

$121.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

847-728-8304

Full profile Visit site →

10H CAPITAL

Skokie, IL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

224-619-4423

Full profile Visit site →

HARBOUR FINANCIAL RESOURCES, LTD

Skokie, IL

AUM

$189.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

847-675-6836

Full profileNo website

FINANCIAL SOLUTIONS, INC.

Skokie, IL

AUM

Financial PlanningWealth MgmtInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

808-977-8808

Full profileNo website

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 Skokie, Illinois?: 7 registered investment advisers are listed in our Skokie directory, sourced from public SEC filings.
What types of advisors are in Skokie?: 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 Skokie?: 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.