PINNACLE FINANCIAL GROUP LLC
Western Springs, IL
AUM
$672.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
708-246-6262
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IL
944 advisers found
PERISCOPE EQUITY LLC
Chicago, IL
AUM
$667.0M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-281-6205
LOGAN STONE
Chicago, IL
AUM
$664.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-858-1670
BCU WEALTH ADVISORS, LLC
Vernon Hills, IL
AUM
$653.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-932-8007
RINGS CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$653.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
773-654-3526
ESSEX LLC
Deer Park, IL
AUM
$649.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
847-777-7800
SHANKERVALLEAU WEALTH ADVISORS, INC.
Skokie, IL
AUM
$645.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
847-475-2900
MWA FINANCIAL SERVICES, INC.
Rock Island, IL
AUM
$640.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
164 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
309-558-3100
HEMSLEY ADVISORS, LTD.
Chicago, IL
AUM
$638.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-381-7314
RESOURCE FINANCIAL GROUP, LTD.
Wilmette, IL
AUM
$637.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
847-256-7495
ROCK ISLAND CAPITAL
Oak Brook, IL
AUM
$636.6M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
630-413-9136
DHJJ FINANCIAL ADVISORS
Naperville, IL
AUM
$623.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
630-420-1360
OAK FAMILY ADVISORS, LLC
Chicago, IL
AUM
$621.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
312-373-7221
RED ARTS CAPITAL MANAGEMENT, LLC
Chicago, IL
AUM
$619.5M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-678-4251
INNOVATIVE CAPITAL ADVISORS, LLC
Chicago, IL
AUM
$619.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
312-263-6408
LAGO ASSET MANAGEMENT
Chicago, IL
AUM
$604.9M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
7734175246
SEQUOIA WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$599.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
847-310-5900
AVATHON CAPITAL MANAGEMENT LP
Chicago, IL
AUM
$598.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-351-2301
BROOKSTONE ASSET MANAGEMENT, LLC
Wheaton, IL
AUM
$597.9M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
630-653-1400
HEDEKER WEALTH LLC
Lincolnshire, IL
AUM
$595.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
847-913-5594
CAPITAL RESOURCE MANAGEMENT,INC.
Deerfield, IL
AUM
$593.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-948-1700
SHOREHILL CAPITAL LLC
Chicago, IL
AUM
$576.2M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-876-7267
BULLETPROOF CAPITAL, LLC
Chicago, IL
AUM
$575.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Fixed fees; Performance-based fees
847-922-7460
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
Lake Forest, IL
AUM
$572.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-375-4918