WISDOM FINANCIAL SERVICES, L.L.C.
Geneseo, IL
AUM
$779.2M
Financial PlanningWealth Mgmt
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEES
309-944-1117
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
HARVEST INVESTMENT SERVICES, LLC
Oakbrook Terrace, IL
AUM
$758.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
28 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(630) 613-9230
KLAAS FINANCIAL ASSET ADVISORS, LLC.
Loves Park, IL
AUM
$758.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
815-877-8440
MOLLER WEALTH PARTNERS
Northfield, IL
AUM
$755.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
847-441-7575
TOTAL CLARITY WEALTH MANAGEMENT, INC
St.. Charles, IL
AUM
$755.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
630-762-9352
KKM FINANCIAL LLC
Chicago, IL
AUM
$733.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-448-7230
CL WEALTH MANAGEMENT LLC
Schaumburg, IL
AUM
$733.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212-388-6200
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Highland Park, IL
AUM
$732.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(847) 616-2590
TAIBER, KOSMALA & ASSOCIATES, LLC
Chicago, IL
AUM
$716.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-300-4781
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
Springfield, IL
AUM
$705.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
217-753-4020
STENGER FAMILY OFFICE, LLC
Naperville, IL
AUM
$686.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
630-912-8295
PROVIDENCE WEALTH ADVISORS, LLC
Frankfort, IL
AUM
$684.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
815-306-2020
PINNACLE FINANCIAL GROUP LLC
Western Springs, IL
AUM
$672.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
708-246-6262
LOGAN STONE
Chicago, IL
AUM
$664.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-858-1670
BCU WEALTH ADVISORS, LLC
Vernon Hills, IL
AUM
$653.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-932-8007
ESSEX LLC
Deer Park, IL
AUM
$649.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
847-777-7800
SHANKERVALLEAU WEALTH ADVISORS, INC.
Skokie, IL
AUM
$645.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
847-475-2900
MWA FINANCIAL SERVICES, INC.
Rock Island, IL
AUM
$640.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
164 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
309-558-3100
HEMSLEY ADVISORS, LTD.
Chicago, IL
AUM
$638.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-381-7314
RESOURCE FINANCIAL GROUP, LTD.
Wilmette, IL
AUM
$637.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
847-256-7495
DHJJ FINANCIAL ADVISORS
Naperville, IL
AUM
$623.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
630-420-1360
OAK FAMILY ADVISORS, LLC
Chicago, IL
AUM
$621.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
312-373-7221
SEQUOIA WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$599.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
847-310-5900
HEDEKER WEALTH LLC
Lincolnshire, IL
AUM
$595.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
847-913-5594