CLARK WEALTH PARTNERS, LLC
O'Fallon, IL
AUM
$259.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
618-607-4101
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
103 ADVISORY GROUP
Chicago, IL
AUM
$257.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
312-543-8759
ESTATE & TRUST ADVISORS
Riverwoods, IL
AUM
$256.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
847-441-4600
PATRICK M. SWEENEY & ASSOCIATES, INC
Libertyville, IL
AUM
$252.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847 277-7771
MAIN STREET INVESTMENT ADVISORS, LLC
Northbrook, IL
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
847-480-7055
PRAIRIE RIVERS INVESTMENTS, LLC
Robinson, IL
AUM
$249.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
618-544-9010
LAKEWOOD ASSET MANAGEMENT, LLC
Naperville, IL
AUM
$248.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
312-543-1772
TENET WEALTH PARTNERS, LLC
Champaign, IL
AUM
$246.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
217-281-4250
210 FINANCIAL
Morton, IL
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
309-263-1333
PRISM PLANNING PARTNERS
Libertyville, IL
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(847) 250-9870
INTERACTIVE FINANCIAL ADVISORS
New Lenox, IL
AUM
$240.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
630-472-1300
ARLINGTON WEALTH MANAGEMENT
Arlington Heights, IL
AUM
$235.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
847-670-4030
LIND CAPITAL PARTNERS
Evanston, IL
AUM
$235.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
312-878-3830
MPI WEALTH MANAGEMENT LLC
Hinsdale, IL
AUM
$233.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Commissions
630-325-6900
BRENTVIEW INVESTMENT MANAGEMENT, LLC
Northfield, IL
AUM
$233.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
312-283-4450
FOREST ASSET MANAGEMENT LLC
Riverside, IL
AUM
$230.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
708-447-7086
WOODFIELD FINANCIAL ADVISORS, INC.
Deer Park, IL
AUM
$230.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
847-726-9600
CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
St.. Charles, IL
AUM
$230.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
630-444-1410
MENTOR CAPITAL MANAGEMENT INC.
Chicago, IL
AUM
$226.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
312-526-3838
MINDFUL WEALTH LLC
Glencoe, IL
AUM
$225.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
312-953-9900
BANTAMAC CAPITAL, LLC
Chicago, IL
AUM
$224.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
8723261723
VIA IV INVESTMENTS, LLC
Burr Ridge, IL
AUM
$221.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
630-674-7226
MADDEN FUNDS MANAGEMENT
Oak Park, IL
AUM
$217.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
708-848-3200
AUM
$212.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(630) 789-3374