AUM
$153.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
847-682-0105
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
AUM
$153.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
708-267-0627
AUM
$152.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
309-679-9146
AUM
$151.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
317-735-6445
OPUS FINANCIAL SOLUTIONS LLC
Downers Grove, IL
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
331-777-5449
KUHN WEALTH MANAGEMENT INC.
Schaumburg, IL
AUM
$150.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(847) 607-4976
BARRETT WEALTH CONNECTION LLC
Spring Grove, IL
AUM
$148.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
815-529-7527
OUTLOOK CAPITAL MANAGEMENT, LLC
Arlington Heights, IL
AUM
$147.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
847-797-0600
KRUSE ASSET MANAGEMENT, LLC
Chicago, IL
AUM
$146.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
312-775-6000
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-637-1850
AUM
$143.6M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
630-264-0127
MIDWEST FINANCIAL NETWORK, LLC
Tinley Park, IL
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
708-670-3083
CLEMENT STREET CAPITAL LLC
Downers Grove, IL
AUM
$141.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
630-701-9359
AUM
$141.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
630-942-9007
VERTIS WEALTH, LLC
Chicago, IL
AUM
$140.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
774-874-3686
FORTIS PORTFOLIO SOLUTIONS, LLC
Chicago, IL
AUM
$140.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-854-6442
AUM
$139.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-686-0820
DIRECTIONAL ASSET MANAGEMENT, LLC
Arlington Heights, IL
AUM
$136.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-749-2312
HORIZON CAPITAL MANAGEMENT, LLC
Lake Forest, IL
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
847-738-0801
AUM
$135.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
847-607-8249
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
630-241-1122
STONE ISLAND FINANCIAL PLANNING
Naperville, IL
AUM
$134.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
630-784-2200
BLUE LINE CAPITAL
Chicago, IL
AUM
$131.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
312-837-3944
VERSATILE CAPITAL MANAGEMENT L.L.C.
Chicago, IL
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
312-981-9848