Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

Showing Financial Planning advisors in IL, CHICAGO

120 advisers found

HIGHTOWER ADVISORS, LLC

Chicago, IL

AUM

$198.58B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

953 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

312-962-3800

Full profile Visit site →

FIDUCIENT ADVISORS LLC

Chicago, IL

AUM

$97.54B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

78 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

312-853-1000

Full profile Visit site →

CRESSET ASSET MANAGEMENT, LLC

Chicago, IL

AUM

$78.94B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

187 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

312-429-2400

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CIBC PRIVATE WEALTH ADVISORS, INC.

Chicago, IL

AUM

$67.84B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

220 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

312-368-7700

Full profile Visit site →

WILLIAM BLAIR & COMPANY L.L.C.

Chicago, IL

AUM

$64.28B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

231 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

312-236-1600

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MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Chicago, IL

AUM

$43.42B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

99 advisors

Clients

More than 500

Fees

Percentage of AUM; Performance-based fees

800-621-4421

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GREAT LAKES ADVISORS, LLC

Chicago, IL

AUM

$16.16B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

37 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +3 more

312-431-1700

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ZACKS INVESTMENT MANAGEMENT, INC.

Chicago, IL

AUM

$14.59B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

11 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

312-265-9266

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GRESHAM PARTNERS, LLC

Chicago, IL

AUM

$13.80B

Financial PlanningWealth MgmtTrusts & Estates

Team

26 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

312-960-0200

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THE MATHER GROUP, LLC

Chicago, IL

AUM

$13.45B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

97 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

888-537-1080

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CURI CAPITAL, LLC

Chicago, IL

AUM

$11.58B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

106 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

312-993-5800

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BMO FAMILY OFFICE, LLC

Chicago, IL

AUM

$9.99B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

75 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(650) 210-5042

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IHT WEALTH MANAGEMENT LLC

Chicago, IL

AUM

$9.80B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

153 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

855-295-2828

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ALTAIR ADVISERS, LLC

Chicago, IL

AUM

$9.76B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

34 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

312-429-3000

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CHICAGO PARTNERS INVESTMENT GROUP LLC

Chicago, IL

AUM

$7.47B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

38 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

312 284 6363

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VESTGEN ADVISORS, LLC

Chicago, IL

AUM

$6.67B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

58 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

312-237-4446

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VIVALDI CAPITAL MANAGEMENT LP

Chicago, IL

AUM

$5.64B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

27 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

312.248.8300

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CHICAGO CAPITAL, LLC

Chicago, IL

AUM

$4.82B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

12 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

312-429-2333

Full profile Visit site →

BROWNSON, REHMUS & FOXWORTH, INC.

Chicago, IL

AUM

$4.79B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

16 advisors

Clients

251-500

Fees

Hourly charges; Fixed fees

312-346-5850

Full profile Visit site →

PROMANAGE, LLC

Chicago, IL

AUM

$4.06B

Financial PlanningWealth MgmtRetirementInstitutional

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

312-456-0665

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RETIREMENT PLAN ADVISORS, LLC

Chicago, IL

AUM

$3.54B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

47 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

312-701-1100

Full profile Visit site →

CHESLEY, TAFT & ASSOCIATES, LLC

Chicago, IL

AUM

$3.01B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

312-873-1260

Full profile Visit site →

PORT CAPITAL LLC

Chicago, IL

AUM

$2.85B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

Fees

Percentage of AUM

312-788-2400

Full profile Visit site →

ROTHSCHILD INVESTMENT

Chicago, IL

AUM

$2.79B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

19 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

312-983-8900

Full profile Visit site →

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