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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
1,146 advisers found
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
VAN AKE CAPITAL LLC
Winnetka, IL
AUM
$23.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
847-881-6034
SIMPLIFIED WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$23.1M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
847-999-3693
GOODWIN ASSET MANAGEMENT INC.
Hinsdale, IL
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
630-468-2920
THE MERIDIAN BUSINESS GROUP, LTD
River Grove, IL
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
708-452-9169
ENVISION WEALTH PLANNING INC.
Chicago, IL
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
312-448-1010
STOREHOUSE WEALTH MANAGEMENT, LLC
Peoria, IL
AUM
$21.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
3093703107
RCP ADVISORS, LLC
Chicago, IL
AUM
$21.0M
Team
0 total employees
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-266-7300
MONTE CAPITAL GROUP LLC
Downers Grove, IL
AUM
$20.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
646-455-3445
CORNERSTONE ASSET MANAGEMENT, INC.
Naperville, IL
AUM
$20.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
630-780-1025
RHODES CAPITAL MANAGEMENT, INC.
Batavia, IL
AUM
$20.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
630-301-0504
ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC
Batavia, IL
AUM
$19.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(312) 504-9745
FIRST WEALTH ADVISORY, INC.
St.. Charles, IL
AUM
$19.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
331-901-5950
KCPAG FINANCIAL ADVISORS LLC
Robinson, IL
AUM
$19.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
618-544-4993
BLANKENSHIP FINANCIAL PLANNING, LTD.
New Berlin, IL
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
217-488-6473
LONG PLANNING, LLC
Geneva, IL
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
847-345-0880
JOSEPH WEALTH MANAGEMENT, LLC
Forest Park, IL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-807-2881
BENARI CAPITAL, LLC
Northbrook, IL
AUM
$17.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-748-0270