Illinois · 4 advisers
Financial Advisors in Sycamore, Illinois
Looking for a financial advisor in Sycamore, Illinois? Falists indexes 4 SEC-registered and state-registered investment advisers in Sycamore — 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 $23.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
2
Largest AUM
$23.6M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sycamore
Ranked by AUM · Fees, team & specialties at a glance
FAMILY FIRST WEALTH MANAGEMENT
Sycamore, IL
AUM
$16.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(815) 517-1755
BENSON ADVISORY SERVICES & ASSET MANAGEMENT
Sycamore, IL
AUM
—
Team
—
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
815-895-7526
NEWPORT INVESTMENT ADVISORS, INC.
Sycamore, IL
AUM
$23.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
815-756-9839
KNOBLE, LARRY H.
Sycamore, IL
AUM
—
Team
—
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
815-895-7526
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Common questions
- How many financial advisors are in Sycamore, Illinois?
- 4 registered investment advisers are listed in our Sycamore directory, sourced from public SEC filings.
- What types of advisors are in Sycamore?
- 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 Sycamore?
- 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.