NEW VERNON WEALTH MANAGEMENT LLC
Highland Park, IL
AUM
$781.0M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
847-926-5700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,146 advisers found
WISDOM FINANCIAL SERVICES, L.L.C.
Geneseo, IL
AUM
$779.2M
Financial PlanningWealth Mgmt
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEES
309-944-1117
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$771.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-734-1094
PERMANENT CAPITAL MANAGEMENT, LP
Chicago, IL
AUM
$768.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
773-343-4697
AUM
$767.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-288-7700
HARVEST INVESTMENT SERVICES, LLC
Oakbrook Terrace, IL
AUM
$758.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
28 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(630) 613-9230
KLAAS FINANCIAL ASSET ADVISORS, LLC.
Loves Park, IL
AUM
$758.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
815-877-8440
MOLLER WEALTH PARTNERS
Northfield, IL
AUM
$755.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
847-441-7575
TOTAL CLARITY WEALTH MANAGEMENT, INC
St.. Charles, IL
AUM
$755.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
630-762-9352
AIR ASSET MANAGEMENT
Chicago, IL
AUM
$754.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-625-8385
OFS CLO MANAGEMENT, LLC
Chicago, IL
AUM
$743.9M
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
847.734.2000
WAYSTONE ASSET MANAGEMENT (USA) LLC
Chicago, IL
AUM
$742.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-724-9036
KKM FINANCIAL LLC
Chicago, IL
AUM
$733.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-448-7230
CL WEALTH MANAGEMENT LLC
Schaumburg, IL
AUM
$733.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212-388-6200
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Highland Park, IL
AUM
$732.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(847) 616-2590
PARKERGALE, LLC
Chicago, IL
AUM
$719.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-698-6300
TAIBER, KOSMALA & ASSOCIATES, LLC
Chicago, IL
AUM
$716.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-300-4781
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
Springfield, IL
AUM
$705.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
217-753-4020
1 SEED PARTNERS LLC
Chicago, IL
AUM
$703.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-847-0543
STENGER FAMILY OFFICE, LLC
Naperville, IL
AUM
$686.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
630-912-8295
NW1 PARTNERS
London, IL
AUM
$686.0M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 2074481448
PROVIDENCE WEALTH ADVISORS, LLC
Frankfort, IL
AUM
$684.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
815-306-2020
MCNALLY ADVISORS, LLC
Chicago, IL
AUM
$680.9M
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-357-3710
1ST & MAIN GROWTH PARTNERS
Chicago, IL
AUM
$680.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Performance-based fees; MANAGEMENT FEES ARE BASED ON CONTRIBUTED CAPITAL.
312-855-6202