DAHL FINANCIAL SERVICES, INC.
Polo, IL
AUM
$33.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
815-255-4520
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
AVISTA WEALTH MANAGEMENT
Northbrook, IL
AUM
$31.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
847-521-4950
LAKE JERICHO, LLC
Chicago, IL
AUM
$31.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
312-307-3350
WRIGHT BENEFIT ADVISORS INC.
Lake Forest, IL
AUM
$31.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(847) 996-6900
SHINNEMAN WEALTH GROUP
Northbrook, IL
AUM
$31.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-933-9222
NORTH SOUTH CAPITAL, LLC
New Lenox, IL
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-445-5400
CHANCELLOR FINANCIAL SERVICES, INC.
Orland Park, IL
AUM
$30.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
708-479-8771
AURELIEN CAPITAL PARTNERS
Chicago, IL
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(312) 248-4287
RWC FOR LIFE
Naperville, IL
AUM
$30.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
630-393-6500
ADVANCED TRADER INVESTMENT ADVISORS, LLC.
Springfield, IL
AUM
$30.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
309-373-7738
SORA WEALTH, LLC
Lincolnwood, IL
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-773-7433
BUSS CAPITAL MANAGEMENT, LLC
Lake Forest, IL
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
312-231-4490
BLACKWATCH FINANCIAL GROUP, LLC
Lisle, IL
AUM
$28.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
630-380-9430
MLN INVESTMENTS LLC
Bolingbrook, IL
AUM
$27.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
855-614-0125
KLINE CAPITAL MANAGEMENT LLC
Northfield, IL
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-263-6100
PIERSHALE WEALTH MANAGEMENT, LLC
Crystal Lake, IL
AUM
$27.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
815-893-2577
RETIREMENT MATTERS, INC.
Barrington, IL
AUM
$25.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-558-6991
TALL PINES CAPITAL, LLC
Oak Brook, IL
AUM
$25.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(630) 564-1348
MOMENTUM WEALTH MANAGEMENT
Northfield, IL
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
847-418-8820
MISSIO INVESTMENT MANAGEMENT LLC
Hinsdale, IL
AUM
$24.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
630-323-5929
DCO CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
312-932-8011
HURON INVESTMENT MANAGEMENT, INC.
Chicago, IL
AUM
$23.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
312-714-9112
LEGACY WEALTH PLANNING
Bethalto, IL
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
618-444-1785
SIMPLIFIED WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$23.1M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
847-999-3693