PEBBLE VALLEY WEALTH MANAGEMENT
Western Springs, IL
AUM
$129.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
708-246-2366
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
MARCUS CAPITAL, LLC
Northfield, IL
AUM
$129.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-313-4326
STEPHEN SMITH FINANCIAL INC.
Schaumburg, IL
AUM
$129.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
847-337-1022
STRATEGIC PORTFOLIO MANAGERS
Northfield, IL
AUM
$127.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(847) 441-2600
SIGNIFICANT WEALTH PARTNERS LLC
Cary, IL
AUM
$126.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(847) 639-7830
AUM
$125.1M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
630-584-4508
JOHNSTON INVESTMENT COUNSEL, LTD.
Peoria, IL
AUM
$125.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
309-674-3330
DALY INVESTMENT MANAGEMENT, LLC
Mount Prospect, IL
AUM
$123.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
224-347-2623
MAYNERICH FINANCIAL
Virden, IL
AUM
$122.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
217-965-5796
ARBOR FINANCIAL SERVICES, LLC
Downers Grove, IL
AUM
$122.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
630-701-9080
LAUREATE WEALTH MANAGEMENT, LLC
Glen Ellyn, IL
AUM
$121.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
312-300-6765
BLUE HAVEN CAPITAL, LLC
Geneva, IL
AUM
$121.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
630-588-3800
REGAL ADVISORY SERVICES, INC.
Glenview, IL
AUM
$121.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
877-488-6537
PATHFINDER ADVISORY, INC.
Rockford, IL
AUM
$121.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
815.399.9806
FORESIGHT WEALTH ADVISORS
Skokie, IL
AUM
$121.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-728-8304
ALO FINANCIAL PLANNING
Mount Prospect, IL
AUM
$120.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(224) 250-9373
ADVANCED PLANNING ADVISORS GROUP INC.
Naperville, IL
AUM
$120.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
630-780-1099
HINSDALE ASSOCIATES
Hinsdale, IL
AUM
$120.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
630-325-7100
K2 WEALTH MANAGEMENT LLC
Chicago, IL
AUM
$120.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
872-227-7652
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
YUNISTONE INVESTMENT GROUP, LLC
Chicago, IL
AUM
$119.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
312-809-5038
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