Falists

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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in IL

424 advisers found

QUINCY WELLS ADVISORS, LLC

Chicago, IL

AUM

$87.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

20 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

312-356-4875

Full profileNo website

OAK MOUNTAIN ADVISORS

Chicago, IL

AUM

$76.6M

Trusts & EstatesInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

312-951-7990

Full profileNo website

K&H WEALTH PARTNERS

Northbrook, IL

AUM

$66.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

224-235-4307

Full profileNo website

INVESTMENTS BY DESIGN, INC

Galena, IL

AUM

$45.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(815) 776-9095

Full profileNo website

MOMENTUM FINTECH LLC

Lisle, IL

AUM

$7.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

331-214-3079

Full profileNo website
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