ENGAGE WEALTH GROUP, LLC
Northfield, IL
AUM
$114.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
847-794-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
MOSAIC FI LLC
Lincolnshire, IL
AUM
$112.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
847-371-5203
FRA WEALTH MANAGEMENT LLC
O'Fallon, IL
AUM
$112.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-915-0930
KDM WEALTH MANAGEMENT INC.
Geneva, IL
AUM
$112.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(630) 232-9097
BONDURANT INVESTMENT ADVISORY, LLC
Evanston, IL
AUM
$111.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
847-602-6404
MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC
Chicago, IL
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(312) 445-8562
VON HOLT FINANCIAL ADVISORS, INC.
Palatine, IL
AUM
$107.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
847-991-6050
DILLOW WEALTH MANAGEMENT LLC
Oak Brook, IL
AUM
$106.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
224-330-9662
LANDOLT SECURITIES, INC.
Lake Bluff, IL
AUM
$105.6M
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
—
Fees
Percentage of AUM
847-838-5151
FINANCIAL DESIGN STUDIO, INC.
Deer Park, IL
AUM
$105.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(847) 238-8050
PRAIRIE INVESTMENT ADVISORS, LLC
Naperville, IL
AUM
$103.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
630-778-8785
W.K. COOPER II ASSET MANAGEMENT CORPORATION
Champaign, IL
AUM
$100.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
217-356-2575
WINSLOW FINANCIAL LLC
Lake Bluff, IL
AUM
$98.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
847-217-0366
QUINN FINANCIAL PLANNING, LLC
Orland Park, IL
AUM
$96.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
708-586-7001
INSIGHT SECURITIES, INC.
Highland Park, IL
AUM
$94.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
224-632-4700
INSIGHT FINANCIAL GROUP, INC.
Schaumburg, IL
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Fixed fees
847-592-7052
TRADER WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
312-697-2950
BAYWORTH CAPITAL
Chicago, IL
AUM
$90.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(312) 788-7425
HK PRIVATE CLIENT, LLC
Naperville, IL
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
630-219-3441
ALLIANCE WEALTH ADVISORS
Carbondale, IL
AUM
$88.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
618-457-6525
LINDEN WEALTH MANAGEMENT LLC
Oak Park, IL
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
708-948-7111
LENITY FINANCIAL, INC.
Geneva, IL
AUM
$87.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-948-3330
ASSURED ADVISORY GROUP, LLC
East Dundee, IL
AUM
$87.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
847-426-1077
CLINE FINANCIAL CONCEPTS, LLC
Champaign, IL
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(217) 607-0251