RP ZEIGLER INVESTMENT SERVICES
Peoria, IL
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
3092408787
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
NASH-HASTY PRIVATE WEALTH MANAGEMENT
Peoria, IL
AUM
$64.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
309-589-0180
PURPOSEPATH CAPITAL, LLC
Quincy, IL
AUM
$63.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-507-8158
STRATEGIC ADVISORS OF ILLINOIS
Northbrook, IL
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
847-562-1300
INVESTMENT ADVISORS GROUP, LLC
Jacksonville, IL
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
217-619-0046
BARZIDEH & NADEAU WEALTH MANAGEMENT LLC
Barrington, IL
AUM
$60.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
847-780-2980
SANKOTA CAPITAL LLC
Chicago, IL
AUM
$57.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
312-392-2222
MILESTONE MONEY
Chicago, IL
AUM
$56.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(312) 815-8335
DEEP BLUE FINANCIAL LLC
Northbrook, IL
AUM
$55.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
312-307-3222
BARRINGTON ASSET MANAGEMENT, INC.
Chicago, IL
AUM
$55.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
312-634-6363
HERITAGE WEALTH
Naperville, IL
AUM
$55.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-919-2090
LOCKE FINANCIAL SERVICES, INC.
Palatine, IL
AUM
$55.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
847-991-2705
LINCOLNBRIDGE FINANCIAL PLANNING, LLC
Oglesby, IL
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
815-296-8855
RUDE WEALTH ADVISORY
Olney, IL
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
618-280-0860
DAYBREAK WEALTH, LLC
Hinsdale, IL
AUM
$54.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
630-570-0611
GENESIS WEALTH MANAGEMENT
East Alton, IL
AUM
$53.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
618-368-2100
WISDOM INVESTMENTS
Hoffman Estates, IL
AUM
$53.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
224-735-7185
SPRINGTIDE PARTNERS
Chicago, IL
AUM
$51.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
224-478-1529
GENFI LLC
Chicago, IL
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
872.213.1113
TOWER WEALTH ADVISORS, INC.
Wheaton, IL
AUM
$49.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
630-682-1888
VERACITY WEALTH MANAGEMENT LLC
Oakbrook Terrace, IL
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
630-397-0630
MERINO WEALTH MANAGEMENT
Glenview, IL
AUM
$47.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
312-809-1109
AUM
$47.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-372-5000
HERITAGE STRATEGIC WEALTH, LLC
Cary, IL
AUM
$45.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
815-200-9774