COPPERWOOD FINANCIAL
Burr Ridge, IL
AUM
$119.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
630-581-8998
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IL
525 advisers found
BLUE SKY INVESTMENT PARTNERS, INC.
Evanston, IL
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
847-864-5070
KINNAMON & ASSOCIATES LTD II
Barrington, IL
AUM
$117.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
847-381-1053
AUM
$116.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-758-3997
ENGAGE WEALTH GROUP, LLC
Northfield, IL
AUM
$114.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
847-794-5000
MOSAIC FI LLC
Lincolnshire, IL
AUM
$112.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
847-371-5203
FRA WEALTH MANAGEMENT LLC
O'Fallon, IL
AUM
$112.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-915-0930
KDM WEALTH MANAGEMENT INC.
Geneva, IL
AUM
$112.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(630) 232-9097
BONDURANT INVESTMENT ADVISORY, LLC
Evanston, IL
AUM
$111.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
847-602-6404
MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC
Chicago, IL
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(312) 445-8562
VON HOLT FINANCIAL ADVISORS, INC.
Palatine, IL
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
847-991-6050
DILLOW WEALTH MANAGEMENT LLC
Oak Brook, IL
AUM
$106.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
224-330-9662
FINANCIAL DESIGN STUDIO, INC.
Deer Park, IL
AUM
$105.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(847) 238-8050
PRAIRIE INVESTMENT ADVISORS, LLC
Naperville, IL
AUM
$103.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
630-778-8785
WINSLOW FINANCIAL LLC
Lake Bluff, IL
AUM
$98.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
847-217-0366
QUINN FINANCIAL PLANNING, LLC
Orland Park, IL
AUM
$96.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
708-586-7001
INSIGHT SECURITIES, INC.
Highland Park, IL
AUM
$94.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
224-632-4700
INSIGHT FINANCIAL GROUP, INC.
Schaumburg, IL
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Fixed fees
847-592-7052
TRADER WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
312-697-2950
BAYWORTH CAPITAL
Chicago, IL
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(312) 788-7425
HK PRIVATE CLIENT, LLC
Naperville, IL
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
630-219-3441
LINDEN WEALTH MANAGEMENT LLC
Oak Park, IL
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
708-948-7111
LENITY FINANCIAL, INC.
Geneva, IL
AUM
$87.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-948-3330
ASSURED ADVISORY GROUP, LLC
East Dundee, IL
AUM
$87.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
847-426-1077