IRON FINANCIAL LLC
Northbrook, IL
AUM
$489.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
847-715-3200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,146 advisers found
I-QU & CO.
Chicago, IL
AUM
$485.8M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-228-8254
VANTAGE POINT FINANCIAL, LLC
Lisle, IL
AUM
$484.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(331) 204-6212
ALTMAN ADVISORS
Chicago, IL
AUM
$483.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(312) 759-7801
NINE TEN CAPITAL MANAGEMENT
Chicago, IL
AUM
$480.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
847-868-0893
MEREDITH WEALTH PLANNING
Maryville, IL
AUM
$478.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Fixed fees
618-744-6755
THE INVICTUS COLLECTIVE, LLC
Park Ridge, IL
AUM
$476.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(866) 636-3468
ZIMMERMAN WEALTH MANAGEMENT, LLC
Evanston, IL
AUM
$472.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-556-3200
NORTH BRANCH CAPITAL MANAGEMENT, L.P.
Oak Brook, IL
AUM
$467.5M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
630-782-1590
NW1 PARTNERS
London, IL
AUM
$466.5M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 2074481448
STERLING FUND MANAGEMENT, LLC
Chicago, IL
AUM
$461.6M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-465-7000
CAMBRIDGE CAPITAL MANAGEMENT, LLC
O'Fallon, IL
AUM
$457.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
618-206-3262
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.
Chicago, IL
AUM
$456.0M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-932-0200
LESLIE GLOBAL WEALTH, LLC
Itasca, IL
AUM
$446.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
312-946-1000
SAGE PRIVATE WEALTH GROUP, LLC
Oakbrook Terrace, IL
AUM
$440.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
630-933-0000
BOREALIS STRATEGIC CAPITAL PARTNERS, LP
Chicago, IL
AUM
$440.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(312) 897-3474
BATES FINANCIAL ADVISORS, INC.
Rockford, IL
AUM
$439.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
815-332-4020
NEWPORT INVESTMENT MANAGEMENT, LLC
Chicago, IL
AUM
$438.8M
Wealth Mgmt
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
312-724-7031
HIGHVIEW CAPITAL MANAGEMENT, LLC
Buffalo Grove, IL
AUM
$416.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
888-757-6610
BARD ASSOCIATES INC
Chicago, IL
AUM
$416.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
312-782-9600
SGL FINANCIAL, LLC
Buffalo Grove, IL
AUM
$416.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8474993330
WATERSHED PRIVATE WEALTH
Oak Brook, IL
AUM
$413.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
630-478-0195
KERBEROS CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$412.2M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(312) 854-8787
SLAGLE FINANCIAL, LLC.
Edwardsville, IL
AUM
$411.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
618-692-1657