BARRETT WEALTH CONNECTION LLC
Spring Grove, IL
AUM
$148.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
815-529-7527
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IL
944 advisers found
OUTLOOK CAPITAL MANAGEMENT, LLC
Arlington Heights, IL
AUM
$147.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
847-797-0600
KRUSE ASSET MANAGEMENT, LLC
Chicago, IL
AUM
$146.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
312-775-6000
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-637-1850
MONETTA FINANCIAL SERVICES INC
Wheaton, IL
AUM
$144.8M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
630-462-9800
AUM
$143.6M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
630-264-0127
MIDWEST FINANCIAL NETWORK, LLC
Tinley Park, IL
AUM
$141.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
708-670-3083
CLEMENT STREET CAPITAL LLC
Downers Grove, IL
AUM
$141.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
630-701-9359
AUM
$141.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
630-942-9007
VERTIS WEALTH, LLC
Chicago, IL
AUM
$140.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
774-874-3686
AUM
$140.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-258-8300
FORTIS PORTFOLIO SOLUTIONS, LLC
Chicago, IL
AUM
$140.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-854-6442
TEZA CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$139.5M
Wealth Mgmt
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-768-1650
AUM
$139.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
248-686-0820
DIRECTIONAL ASSET MANAGEMENT, LLC
Arlington Heights, IL
AUM
$136.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-749-2312
HORIZON CAPITAL MANAGEMENT, LLC
Lake Forest, IL
AUM
$136.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
847-738-0801
AUM
$135.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
847-607-8249
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
630-241-1122
STONE ISLAND FINANCIAL PLANNING
Naperville, IL
AUM
$134.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
630-784-2200
BLUE LINE CAPITAL
Chicago, IL
AUM
$131.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
312-837-3944
VERSATILE CAPITAL MANAGEMENT L.L.C.
Chicago, IL
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
312-981-9848
PEBBLE VALLEY WEALTH MANAGEMENT
Western Springs, IL
AUM
$129.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
708-246-2366
MARCUS CAPITAL, LLC
Northfield, IL
AUM
$129.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-313-4326
STEPHEN SMITH FINANCIAL INC.
Schaumburg, IL
AUM
$129.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
847-337-1022