RAI WEALTH
Naperville, IL
AUM
$530.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
6307338434
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IL
525 advisers found
SANTA BARBARA MANAGEMENT
Chicago, IL
AUM
$530.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
734-604-9891
CURA WEALTH ADVISORS, LLC
Chicago, IL
AUM
$527.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-320-0058
GRAYBILL WEALTH MANAGEMENT, LTD.
Elmhurst, IL
AUM
$525.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
630-941-9460
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Lincolnshire, IL
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Commissions
847-247-8959
JAMES T. BORELLO & CO.
East Dundee, IL
AUM
$514.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
847-426-0200
SERENITY INVESTMENT ADVISORS
Chicago, IL
AUM
$513.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
312-734-1415
RUEDI WEALTH MANAGEMENT, INC.
Champaign, IL
AUM
$498.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
217-356-1400
STERLING WEALTH MANAGEMENT, INC.
Champaign, IL
AUM
$494.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
217-398-1900
IRON FINANCIAL LLC
Northbrook, IL
AUM
$489.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
847-715-3200
VANTAGE POINT FINANCIAL, LLC
Lisle, IL
AUM
$484.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(331) 204-6212
ALTMAN ADVISORS
Chicago, IL
AUM
$483.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(312) 759-7801
MEREDITH WEALTH PLANNING
Maryville, IL
AUM
$478.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Fixed fees
618-744-6755
THE INVICTUS COLLECTIVE, LLC
Park Ridge, IL
AUM
$476.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(866) 636-3468
ZIMMERMAN WEALTH MANAGEMENT, LLC
Evanston, IL
AUM
$472.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-556-3200
CAMBRIDGE CAPITAL MANAGEMENT, LLC
O'Fallon, IL
AUM
$457.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
618-206-3262
LESLIE GLOBAL WEALTH, LLC
Itasca, IL
AUM
$446.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
312-946-1000
BATES FINANCIAL ADVISORS, INC.
Rockford, IL
AUM
$439.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
815-332-4020
HIGHVIEW CAPITAL MANAGEMENT, LLC
Buffalo Grove, IL
AUM
$416.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
888-757-6610
BARD ASSOCIATES INC
Chicago, IL
AUM
$416.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
312-782-9600
SGL FINANCIAL, LLC
Buffalo Grove, IL
AUM
$416.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8474993330
WATERSHED PRIVATE WEALTH
Oak Brook, IL
AUM
$413.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
630-478-0195
SLAGLE FINANCIAL, LLC.
Edwardsville, IL
AUM
$411.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
618-692-1657
ROOTED WEALTH ADVISORS
Bourbonnais, IL
AUM
$408.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
866.766.8332