PTMA INVESTMENT ADVISORS
Naperville, IL
AUM
$30.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
81 advisors
Clients
0
Fees
Percentage of AUM
630-657-6400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
AAM
Chicago, IL
AUM
$27.49B
Wealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-263-2900
ALLSTATE INVESTMENT MANAGEMENT COMPANY
Chicago, IL
AUM
$26.46B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
119 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-728-5494
DRIEHAUS CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$26.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
27 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
312-587-3800
SEGALL BRYANT & HAMILL
Chicago, IL
AUM
$22.64B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
51 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
1-800-836-4265
CHOREO, LLC
Rockford, IL
AUM
$19.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
97 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-312-2467
GEOWEALTH MANAGEMENT LLC
Chicago, IL
AUM
$17.57B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(312) 219-9160
ENVESTNET PORTFOLIO SOLUTIONS, INC.
Chicago, IL
AUM
$17.35B
Wealth MgmtTrusts & EstatesInstitutional
Team
178 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +2 more
312-827-2800
GREAT LAKES ADVISORS, LLC
Chicago, IL
AUM
$16.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +3 more
312-431-1700
50 SOUTH CAPITAL ADVISORS, LLC
Chicago, IL
AUM
$16.07B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
43 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
312-557-1998
ZACKS INVESTMENT MANAGEMENT, INC.
Chicago, IL
AUM
$14.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
312-265-9266
GRESHAM PARTNERS, LLC
Chicago, IL
AUM
$13.80B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
312-960-0200
DOLAN MCENIRY CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$13.76B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
312-345-4800
THE MATHER GROUP, LLC
Chicago, IL
AUM
$13.45B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
97 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
888-537-1080
ARIEL INVESTMENTS, LLC
Chicago, IL
AUM
$12.78B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-726-0140
BROOKSTONE CAPITAL MANAGEMENT LLC
Wheaton, IL
AUM
$12.75B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
320 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
630-653-1400
DUFF & PHELPS INVESTMENT MANAGEMENT CO.
Chicago, IL
AUM
$12.75B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
26 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
312-263-2610
CURI CAPITAL, LLC
Chicago, IL
AUM
$11.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
106 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
312-993-5800
QRG CAPITAL MANAGEMENT, INC.
Chicago, IL
AUM
$11.41B
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
312-827-2800
BMO FAMILY OFFICE, LLC
Chicago, IL
AUM
$9.99B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
75 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(650) 210-5042
SPIDERROCK ADVISORS, LLC
Chicago, IL
AUM
$9.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
43 advisors
Clients
—
Fees
Percentage of AUM
(312) 847-0300
IHT WEALTH MANAGEMENT LLC
Chicago, IL
AUM
$9.80B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
153 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
855-295-2828
ALTAIR ADVISERS, LLC
Chicago, IL
AUM
$9.76B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
34 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
312-429-3000
FORUM FINANCIAL MANAGEMENT, LP
Lombard, IL
AUM
$8.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
94 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(630) 873-8520