ADVISORY RESEARCH INC
Chicago, IL
AUM
$991.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-565-1414
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
526 advisers found
INTERTIDE PARTNERS
Chicago, IL
AUM
$971.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312.961.5048
CHICAGO ATLANTIC ADVISERS, LLC
Chicago, IL
AUM
$970.3M
Wealth Mgmt
Team
30 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
312-625-9295
RIVERBEND CAPITAL ADVISORS, LLC
Chicago, IL
AUM
$964.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES BASED ON SERVICES PROVIDED AND DURATION
312-948-5100
THE MOSAIC FINANCIAL GROUP, LLC
Chicago, IL
AUM
$948.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
312-255-5490
CEDAR STREET ASSET MANAGEMENT LLC
Chicago, IL
AUM
$938.4M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
312-796-3130
FINANCIAL SOLUTIONS ADVISORY GROUP
Chicago, IL
AUM
$935.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
773-714-1540
GLS CAPITAL, LLC
Chicago, IL
AUM
$924.7M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-900-0160
RIVERPOINT WEALTH MANAGEMENT
Chicago, IL
AUM
$906.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-239-1330
STUDIO INVESTMENT MANAGEMENT
Chicago, IL
AUM
$903.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
312-399-0828
PRAIRIE CAPITAL
Chicago, IL
AUM
$869.9M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-360-1133
XA INVESTMENTS
Chicago, IL
AUM
$865.6M
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM
312-374-6930
GREENROCK RESEARCH, INC.
Chicago, IL
AUM
$863.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
312.463.1301
ATIVO CAPITAL MANAGEMENT, LLC
Chicago, IL
AUM
$862.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-263-7600
RIVERGLADE CAPITAL
Chicago, IL
AUM
$846.9M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-940-6700
FDX ADVISORS, INC.
Chicago, IL
AUM
$832.8M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
312-827-2800
GREYROCK CAPITAL GROUP
Chicago, IL
AUM
$818.2M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-849-0008
CENTRIC WEALTH MANAGEMENT, LLC
Chicago, IL
AUM
$792.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
312-429-6100
PFINGSTEN PARTNERS, L.L.C.
Chicago, IL
AUM
$787.0M
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-222-8707
FACTOR WEALTH MANAGEMENT
Chicago, IL
AUM
$781.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(312) 644-5040
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$771.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-734-1094
PERMANENT CAPITAL MANAGEMENT, LP
Chicago, IL
AUM
$768.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
773-343-4697
AIR ASSET MANAGEMENT
Chicago, IL
AUM
$754.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-625-8385
OFS CLO MANAGEMENT, LLC
Chicago, IL
AUM
$743.9M
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
847.734.2000