WELLMENT FINANCIAL
Elmhurst, IL
AUM
$312.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
630-993-8200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IL
525 advisers found
MONERE WEALTH MANAGEMENT, INC.
Schaumburg, IL
AUM
$312.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
312-585-3850
MACK INVESTMENT SECURITIES, INC.
Northfield, IL
AUM
$302.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
847-657-6600
VITAL WEALTH MANAGEMENT, LLC
Rosemont, IL
AUM
$300.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Commissions +1 more
847-384-9703
FIDUCIARY FINANCIAL PARTNERS, LLC
Naperville, IL
AUM
$293.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
630-780-1534
THE PLANNING GROUP
Northfield, IL
AUM
$291.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-441-9400
MILLINGTON FINANCIAL ADVISORS, LLC
Naperville, IL
AUM
$291.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
630-922-7900
GUARDIAN WEALTH MANAGEMENT INC.
Peoria, IL
AUM
$289.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
309-692-1460
MCBEATH FINANCIAL GROUP
Normal, IL
AUM
$287.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
309-808-2224
PANDORA WEALTH, INC.
Oakbrook Terrace, IL
AUM
$285.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(630) 230-6841
HOLDER WEALTH MANAGEMENT
Champaign, IL
AUM
$284.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
217-398-4015
STONEBRIDGE WEALTH MANAGEMENT LLC
Oak Brook, IL
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(630) 230-1830
PENDULUM WEALTH PARTNERS
Itasca, IL
AUM
$282.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-861-6143
CYPRESS WEALTH MANAGEMENT
Oakbrook Terrace, IL
AUM
$282.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(331) 307-7444
DETTERBECK WEALTH MANAGEMENT
Palatine, IL
AUM
$279.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
847-934-6262
HORIZON FAMILY WEALTH, INC.
Chicago, IL
AUM
$278.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
312-442-9192
4WEALTH ADVISORS, INC.
Burr Ridge, IL
AUM
$275.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
708-695-5300
O'CONNOR FINANCIAL GROUP LLC
Quincy, IL
AUM
$275.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(217) 223-0113
KAI WEALTH LLC
Chicago, IL
AUM
$275.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
312-605-8020
SIGNATURE FINANCIAL SERVICES, LTD
Arlington Heights, IL
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(847) 545-8070
E. A. HORWITZ LLC
Deerfield, IL
AUM
$272.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
224-632-4600
EASTGATE CAPITAL ADVISORS LLC
Winnetka, IL
AUM
$271.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-690-4900
WAVVEST WEALTH
Chicago, IL
AUM
$268.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
630-699-8602
THE DALA GROUP, LLC
Hoffman Estates, IL
AUM
$265.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-485-0248