ROOTED WEALTH ADVISORS
Bourbonnais, IL
AUM
$408.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
866.766.8332
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,146 advisers found
QUAD CITY INVESTMENT CENTER
Moline, IL
AUM
$408.0M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
563-388-5436
LCM CAPITAL MANAGEMENT INC
Chicago, IL
AUM
$403.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-705-3013
PALO DURO INVESTMENT PARTNERS, LP
Chicago, IL
AUM
$402.8M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
312-264-4670
LESTER FINANCIAL GROUP, LLC
Champaign, IL
AUM
$398.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
217-356-6533
LONGSHORE CAPITAL PARTNERS
Chicago, IL
AUM
$397.6M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-237-3838
BENTLEY FINANCIAL GROUP
Downers Grove, IL
AUM
$392.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
630-541-6363
RCM WEALTH ADVISORS
Chicago, IL
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-903-1822
VERMILLION FINANCIAL ADVISORS, INC.
South Barrington, IL
AUM
$386.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-382-9999
CARTER FINANCIAL GROUP, INC.
Barrington, IL
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
847-713-2700
UNIQUE WEALTH STRATEGIES
Burr Ridge, IL
AUM
$381.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-318-0565
SIENA CAPITAL PARTNERS GP, LLC
Evanston, IL
AUM
$379.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-559-1850
PROSPECT PARTNERS ADVISORS LLC
Chicago, IL
AUM
$378.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(312) 782-7400
PRITZKER ALTERNATIVE STRATEGIES
Chicago, IL
AUM
$378.3M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-447-6087
OAK WEALTH ADVISORS LLC
Northbrook, IL
AUM
$373.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-945-8888
HUGHES & COMPANY
Chicago, IL
AUM
$367.4M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-238-9600
CHICAGO WEALTH MANAGEMENT, INC.
Chicago, IL
AUM
$365.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
312-376-8350
SEBOLD CAPITAL MANAGEMENT, INC
Lisle, IL
AUM
$364.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
630-548-9700
WINDROCK WEALTH MANAGEMENT
Naperville, IL
AUM
$363.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
312-650-9593
DEARBORN CAPITAL MANAGEMENT, LLC
Chicago, IL
AUM
$360.9M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
312-756-4450
BLUESTEM FINANCIAL ADVISORS, LLC
Savoy, IL
AUM
$358.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
217-352-0000
ERGAWEALTH ADVISORS, INC.
Oak Brook, IL
AUM
$341.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(630) 320-2078
LEFT BRAIN WEALTH MANAGEMENT, LLC
Naperville, IL
AUM
$340.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
630-517-9300
AZA CAPITAL MANAGEMENT
Chicago, IL
AUM
$339.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-429-0880