TRAC ASSET MANAGEMENT LLC
Oak Brook, IL
AUM
$86.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
331-205-8935
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
CERTITUDE ADVISORS, LLC
Northfield, IL
AUM
$86.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
847-441-2970
OPTIMUM RETIREMENT PLANNING LLC
Lake Forest, IL
AUM
$85.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
847-497-5935
ATHENA ADVISOR SERVICES, LLC
Lombard, IL
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
847-299-8877
MCKENNA CAPITAL, INC.
Wheaton, IL
AUM
$83.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
312 505-0091
PILOT ASSET MANAGEMENT LLC
Winnetka, IL
AUM
$83.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
847-386-6782
HOKIN INVESTMENT ADVISORS INC.
Northbrook, IL
AUM
$82.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
224-269-0009
SCHAEFER WEALTH MANAGEMENT, INC.
Waterloo, IL
AUM
$82.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
618-939-8828
HERR CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$79.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
312-697-1600
TAOS INVESTMENT ADVISORS, LLC
Chicago, IL
AUM
$78.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
312-842-9892
CAPITAL MANAGEMENT GROUP, INC.
Wheaton, IL
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
630-587-0198
CAPITAL MANAGEMENT CONSULTANTS
Northbrook, IL
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
847-376-2747
NAJARIAN FAMILY OFFICE, LLC
Chicago, IL
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
312-878-3147
MOONSTONE ASSET MANAGEMENT, INC.
Northbrook, IL
AUM
$75.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-205-5210
MACRO WEALTH MANAGEMENT, INC.
Peoria, IL
AUM
$74.8M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +4 more
309-689-8481
PROSPERIFI LLC
Des Plaines, IL
AUM
$73.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
847-310-7133
SAINT LOUIS INVESTMENT ADVISORS INC
Collinsville, IL
AUM
$72.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
618-344-5808
CONTOUR FINANCIAL
Orland Park, IL
AUM
$71.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
708-460-3800
STONEBROOK CAPITAL MANAGEMENT, INC.
Oak Park, IL
AUM
$70.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
708-763-9780
CSH INVESTMENT MANAGEMENT
Taylorville, IL
AUM
$67.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
217-824-4211
JOSELIT ASSET MANAGEMENT
Northbrook, IL
AUM
$67.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
312-203-6684
4D FINANCIAL ADVISORS, LLC
Glen Ellyn, IL
AUM
$66.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(630) 364-2837
PEAK WEALTH PLANNING, LLC
Chicago, IL
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
217-303-5040
KADISAK FINANCIAL SERVICES, INC.
Naperville, IL
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-369-3336