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Filter by name, location, or specialty. All data from public SEC filings.

Showing Trusts & Estates advisors in IL

626 advisers found

TRUEMAN BROWN

Lake Zurich, IL

AUM

$196.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

847-228-1968

Full profileNo website

WOLF FINANCIAL ADVISORS LLC

Pekin, IL

AUM

$124.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

309-346-1106

Full profileNo website

QUINCY WELLS ADVISORS, LLC

Chicago, IL

AUM

$87.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

20 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

312-356-4875

Full profileNo website

OAK MOUNTAIN ADVISORS

Chicago, IL

AUM

$76.6M

Trusts & EstatesInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

312-951-7990

Full profileNo website

K&H WEALTH PARTNERS

Northbrook, IL

AUM

$66.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

224-235-4307

Full profileNo website

DFG WEALTH MANAGEMENT, LLC

Bartlett, IL

AUM

$65.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

630-233-6060

Full profileNo website

OKEEFE & ASSOCIATES, P.C.

Orland Park, IL

AUM

$64.7M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

708-460-4647

Full profileNo website

ASSET STRATEGIES, INC

Lisle, IL

AUM

$59.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

630-241-1122

Full profileNo website
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