BLUESTEM FINANCIAL ADVISORS, LLC
Savoy, IL
AUM
$358.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
217-352-0000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
ERGAWEALTH ADVISORS, INC.
Oak Brook, IL
AUM
$341.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(630) 320-2078
LEFT BRAIN WEALTH MANAGEMENT, LLC
Naperville, IL
AUM
$340.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
630-517-9300
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
COGENT STRATEGIC WEALTH LLC
Chicago, IL
AUM
$336.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
312-382-8388
DIBENEDETTO & ASSOCIATES LTD
Loves Park, IL
AUM
$333.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
815-654-8850
THE NESTEGG GROUP, INC.
Lincolnwood, IL
AUM
$331.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
847-677-6378
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
BENCHMARK INVESTMENT ADVISORS LLC
Chicago, IL
AUM
$329.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
312-552-9595
LATKO WEALTH MANAGEMENT, LTD.
Frankfort, IL
AUM
$327.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(815) 469-8887
VISTAMARK INVESTMENTS
Hinsdale, IL
AUM
$317.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-498-5703
MENDEL MONEY MANAGEMENT INC
Northbrook, IL
AUM
$317.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(847) 564-0970
KENORA FINANCIAL, LLC
Des Plaines, IL
AUM
$315.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(847) 257-7200
CTS FINANCIAL PLANNING, INC.
Chicago, IL
AUM
$313.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
312-337-1040
WELLMENT FINANCIAL
Elmhurst, IL
AUM
$312.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
630-993-8200
MONERE WEALTH MANAGEMENT, INC.
Schaumburg, IL
AUM
$312.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
312-585-3850
MACK INVESTMENT SECURITIES, INC.
Northfield, IL
AUM
$302.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
847-657-6600
VITAL WEALTH MANAGEMENT, LLC
Rosemont, IL
AUM
$300.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Commissions +1 more
847-384-9703
FIDUCIARY FINANCIAL PARTNERS, LLC
Naperville, IL
AUM
$293.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
630-780-1534
THE PLANNING GROUP
Northfield, IL
AUM
$291.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-441-9400