WAYSTONE ASSET MANAGEMENT (USA) LLC
Chicago, IL
AUM
$742.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-724-9036
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
526 advisers found
KKM FINANCIAL LLC
Chicago, IL
AUM
$733.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-448-7230
PARKERGALE, LLC
Chicago, IL
AUM
$719.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-698-6300
TAIBER, KOSMALA & ASSOCIATES, LLC
Chicago, IL
AUM
$716.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-300-4781
1 SEED PARTNERS LLC
Chicago, IL
AUM
$703.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-847-0543
MCNALLY ADVISORS, LLC
Chicago, IL
AUM
$680.9M
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-357-3710
1ST & MAIN GROWTH PARTNERS
Chicago, IL
AUM
$680.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Performance-based fees; MANAGEMENT FEES ARE BASED ON CONTRIBUTED CAPITAL.
312-855-6202
PERISCOPE EQUITY LLC
Chicago, IL
AUM
$667.0M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-281-6205
LOGAN STONE
Chicago, IL
AUM
$664.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-858-1670
RINGS CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$653.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
773-654-3526
HEMSLEY ADVISORS, LTD.
Chicago, IL
AUM
$638.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-381-7314
OAK FAMILY ADVISORS, LLC
Chicago, IL
AUM
$621.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
312-373-7221
RED ARTS CAPITAL MANAGEMENT, LLC
Chicago, IL
AUM
$619.5M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-678-4251
INNOVATIVE CAPITAL ADVISORS, LLC
Chicago, IL
AUM
$619.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
312-263-6408
LAGO ASSET MANAGEMENT
Chicago, IL
AUM
$604.9M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
7734175246
AVATHON CAPITAL MANAGEMENT LP
Chicago, IL
AUM
$598.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-351-2301
SHOREHILL CAPITAL LLC
Chicago, IL
AUM
$576.2M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-876-7267
BULLETPROOF CAPITAL, LLC
Chicago, IL
AUM
$575.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Fixed fees; Performance-based fees
847-922-7460
TALLWOODS PARTNERS, LLC
Chicago, IL
AUM
$569.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
312-283-3697
PONDERA HOLDINGS LLC
Chicago, IL
AUM
$563.8M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Performance-based fees; A PERCENTAGE OF ADJUSTED EBITDA
312-930-9050
MATRIX PRIVATE CAPITAL GROUP
Chicago, IL
AUM
$561.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-736-9572
FOUNTAINHEAD FINANCIAL, LLC
Chicago, IL
AUM
$543.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
312-222-9840
CMT ASSET MANAGEMENT LLC
Chicago, IL
AUM
$532.7M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-930-9050
XXI WEALTH, LLC
Chicago, IL
AUM
$531.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(312) 300-2670