JMG FINANCIAL GROUP LTD
Downers Grove, IL
AUM
$7.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
66 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
630-571-5252
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
CHICAGO PARTNERS INVESTMENT GROUP LLC
Chicago, IL
AUM
$7.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
38 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
312 284 6363
VESTGEN ADVISORS, LLC
Chicago, IL
AUM
$6.67B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
58 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
312-237-4446
GEM REALTY CAPITAL
Chicago, IL
AUM
$6.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-915-2900
MAINSTREET ADVISORS
Chicago, IL
AUM
$5.86B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
312-223-0270
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
Elmhurst, IL
AUM
$5.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
146 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
630-600-0500
VIVALDI CAPITAL MANAGEMENT LP
Chicago, IL
AUM
$5.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
312.248.8300
CRESCENT GROVE ADVISORS
Lake Forest, IL
AUM
$5.50B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-752-0292
CALAMOS WEALTH MANAGEMENT LLC
Naperville, IL
AUM
$5.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
630.245.7200
DAVID VAUGHAN INVESTMENTS, LLC
Peoria, IL
AUM
$5.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
309-685-0033
ALERA INVESTMENT ADVISORS, LLC
Deerfield, IL
AUM
$5.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(847) 457-3000
OBERWEIS ASSET MANAGEMENT INC
Lisle, IL
AUM
$5.06B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
630-577-2300
CHICAGO CAPITAL, LLC
Chicago, IL
AUM
$4.82B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
312-429-2333
BROWNSON, REHMUS & FOXWORTH, INC.
Chicago, IL
AUM
$4.79B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
312-346-5850
HIGHPOINT PLANNING PARTNERS
Downers Grove, IL
AUM
$4.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
102 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
630-719-9222
CASTLEARK MANAGEMENT LLC
Chicago, IL
AUM
$4.59B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM
312-456-9682
AARON WEALTH ADVISORS
Chicago, IL
AUM
$4.29B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-506-5780
CHANNING CAPITAL MANAGEMENT, LLC
Chicago, IL
AUM
$4.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-223-0211
PERFORMANCE WEALTH
Hinsdale, IL
AUM
$4.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
(630) 686-5715
RETIREMENT PLAN ADVISORS, LLC
Chicago, IL
AUM
$3.54B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
47 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
312-701-1100
AUM
$3.30B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-385-8320
SBB RESEARCH GROUP LLC
Northbrook, IL
AUM
$3.26B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
847-656-1111
MIDLAND WEALTH MANAGEMENT
Effingham, IL
AUM
$3.16B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
312-660-6516
FAIRCOURT PARTNERS, LLC
Lake Bluff, IL
AUM
$3.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(312) 819-5010