WORLD EQUITY GROUP, INC.
Schaumburg, IL
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
52 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
847-342-1700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
TSFG, LLC
Lake Forest, IL
AUM
$997.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-735-7100
LANTZ FINANCIAL LLC
Naperville, IL
AUM
$994.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
331-204-6230
ADVISORY RESEARCH INC
Chicago, IL
AUM
$991.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-565-1414
RIVERBEND CAPITAL ADVISORS, LLC
Chicago, IL
AUM
$964.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES BASED ON SERVICES PROVIDED AND DURATION
312-948-5100
THE MOSAIC FINANCIAL GROUP, LLC
Chicago, IL
AUM
$948.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
312-255-5490
ROBERTS, GLORE & CO.
Deerfield, IL
AUM
$938.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
224-330-6980
HARTLINE INVESTMENT CORPORATION
Winnetka, IL
AUM
$935.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
312-726-5703
FINANCIAL SOLUTIONS ADVISORY GROUP
Chicago, IL
AUM
$935.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
773-714-1540
BOS ASSET MANAGEMENT, LLC
Springfield, IL
AUM
$933.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
833-943-8090
TRIFECTA CAPITAL ADVISORS, LLC
Northbrook, IL
AUM
$927.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1-847-495-2464
ALLEY COMPANY
Lake Forest, IL
AUM
$907.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
847-482-0938
RIVERPOINT WEALTH MANAGEMENT
Chicago, IL
AUM
$906.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-239-1330
STUDIO INVESTMENT MANAGEMENT
Chicago, IL
AUM
$903.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
312-399-0828
SAWYER FALDUTO ASSET MANAGEMENT, LLC
Elmhurst, IL
AUM
$896.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
630-941-8560
ATIVO CAPITAL MANAGEMENT, LLC
Chicago, IL
AUM
$862.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-263-7600
LEELYN SMITH, LLC
Geneva, IL
AUM
$852.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
630-232-8995
STRATEGIC INVESTMENT SOLUTIONS, INC.
Orland Park, IL
AUM
$830.2M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
708-645-8820
MPS-LORIA FINANCIAL PLANNERS,LLC
Burr Ridge, IL
AUM
$826.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
630-887-4404
CREEKMUR ASSET MANAGEMENT, LLC
Morton, IL
AUM
$800.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
309-925-2043
CENTRIC WEALTH MANAGEMENT, LLC
Chicago, IL
AUM
$792.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
312-429-6100
CARSONALLARIA WEALTH MANAGEMENT, LTD.
Glen Carbon, IL
AUM
$791.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
618-288-9505
FACTOR WEALTH MANAGEMENT
Chicago, IL
AUM
$781.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(312) 644-5040
NEW VERNON WEALTH MANAGEMENT LLC
Highland Park, IL
AUM
$781.0M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
847-926-5700