SAVANT WEALTH MANAGEMENT
Rockford, IL
AUM
$49.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
238 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
815-227-0300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IL, ROCKFORD
5 advisers found
CHOREO, LLC
Rockford, IL
AUM
$19.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
97 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-312-2467
BATES FINANCIAL ADVISORS, INC.
Rockford, IL
AUM
$439.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
815-332-4020
PATHFINDER ADVISORY, INC.
Rockford, IL
AUM
$121.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
815.399.9806
MIDWEST FINANCIAL ASSOCIATES, INC.
Rockford, IL
AUM
$123.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(779) 210-2930
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