ALTMAN ADVISORS
Chicago, IL
AUM
$483.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(312) 759-7801
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IL
424 advisers found
MEREDITH WEALTH PLANNING
Maryville, IL
AUM
$478.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Fixed fees
618-744-6755
THE INVICTUS COLLECTIVE, LLC
Park Ridge, IL
AUM
$476.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(866) 636-3468
LESLIE GLOBAL WEALTH, LLC
Itasca, IL
AUM
$446.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
312-946-1000
SAGE PRIVATE WEALTH GROUP, LLC
Oakbrook Terrace, IL
AUM
$440.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
630-933-0000
HIGHVIEW CAPITAL MANAGEMENT, LLC
Buffalo Grove, IL
AUM
$416.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
888-757-6610
WATERSHED PRIVATE WEALTH
Oak Brook, IL
AUM
$413.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
630-478-0195
KERBEROS CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$412.2M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(312) 854-8787
ROOTED WEALTH ADVISORS
Bourbonnais, IL
AUM
$408.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
866.766.8332
QUAD CITY INVESTMENT CENTER
Moline, IL
AUM
$408.0M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
563-388-5436
LCM CAPITAL MANAGEMENT INC
Chicago, IL
AUM
$403.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-705-3013
PALO DURO INVESTMENT PARTNERS, LP
Chicago, IL
AUM
$402.8M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
312-264-4670
RCM WEALTH ADVISORS
Chicago, IL
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-903-1822
VERMILLION FINANCIAL ADVISORS, INC.
South Barrington, IL
AUM
$386.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-382-9999
UNIQUE WEALTH STRATEGIES
Burr Ridge, IL
AUM
$381.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-318-0565
CHICAGO WEALTH MANAGEMENT, INC.
Chicago, IL
AUM
$365.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
312-376-8350
SEBOLD CAPITAL MANAGEMENT, INC
Lisle, IL
AUM
$364.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
630-548-9700
DEARBORN CAPITAL MANAGEMENT, LLC
Chicago, IL
AUM
$360.9M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
312-756-4450
AZA CAPITAL MANAGEMENT
Chicago, IL
AUM
$339.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-429-0880
ARENA PRIVATE WEALTH
Chicago, IL
AUM
$338.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
312-798-9045
LUCAS GROUP FINANCIAL ADVISORS, LLC
Freeport, IL
AUM
$337.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
815-235-9610
JOURNEY FINANCIAL GROUP, INC.
Buffalo Grove, IL
AUM
$336.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-229-9191
BERNARDI ASSET MANAGEMENT, LLC
Northfield, IL
AUM
$331.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
312-281-2021
POWERS ADVISORY GROUP, LLC
Highland, IL
AUM
$329.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
618-654-6262