TEMERITY STRATEGIC PARTNERS
Chicago, IL
AUM
$304.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-971-9855
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,146 advisers found
EMC CAPITAL ADVISORS, LLC
Bannockburn, IL
AUM
$304.7M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
847-267-8700
MACK INVESTMENT SECURITIES, INC.
Northfield, IL
AUM
$302.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
847-657-6600
ACCESS FINANCIAL GROUP, INC.
Chicago, IL
AUM
$302.3M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
312-655-8200
CYPRESS INVESTMENT MANAGEMENT, LLC
Oakbrook Terrace, IL
AUM
$302.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(331) 307-7444
PRAXIS CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$301.4M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-222-4930
VITAL WEALTH MANAGEMENT, LLC
Rosemont, IL
AUM
$300.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Commissions +1 more
847-384-9703
STERLING BAY CAPITAL ADVISERS, LLC
Chicago, IL
AUM
$297.6M
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-466-4100
PROJECT LEVEL MANAGEMENT COMPANY, LLC
Chicago, IL
AUM
$293.8M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-726-0140
NEXTGEN GROWTH PARTNERS, LLC
Chicago, IL
AUM
$293.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
(312) 882-8998
FIDUCIARY FINANCIAL PARTNERS, LLC
Naperville, IL
AUM
$293.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
630-780-1534
AUM
$291.5M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
708-617-2410
THE PLANNING GROUP
Northfield, IL
AUM
$291.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-441-9400
MILLINGTON FINANCIAL ADVISORS, LLC
Naperville, IL
AUM
$291.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
630-922-7900
INVESTBEV
Chicago, IL
AUM
$290.9M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-617-9057
GUARDIAN WEALTH MANAGEMENT INC.
Peoria, IL
AUM
$289.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
309-692-1460
MCBEATH FINANCIAL GROUP
Normal, IL
AUM
$287.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
309-808-2224
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
Chicago, IL
AUM
$285.2M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
312-212-1704
PANDORA WEALTH, INC.
Oakbrook Terrace, IL
AUM
$285.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(630) 230-6841
PEARSON CREEK CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$284.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(312) 878-5520
HOLDER WEALTH MANAGEMENT
Champaign, IL
AUM
$284.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
217-398-4015
STONEBRIDGE WEALTH MANAGEMENT LLC
Oak Brook, IL
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(630) 230-1830
PENDULUM WEALTH PARTNERS
Itasca, IL
AUM
$282.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-861-6143
CYPRESS WEALTH MANAGEMENT
Oakbrook Terrace, IL
AUM
$282.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(331) 307-7444