AUM
$262.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(317) 658-4548
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IL
525 advisers found
GREENSTONE BELT WEALTH ADVISORS, LLC
Chicago, IL
AUM
$260.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
312-952-6550
CLARK WEALTH PARTNERS, LLC
O'Fallon, IL
AUM
$259.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
618-607-4101
103 ADVISORY GROUP
Chicago, IL
AUM
$257.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
312-543-8759
ESTATE & TRUST ADVISORS
Riverwoods, IL
AUM
$256.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
847-441-4600
PATRICK M. SWEENEY & ASSOCIATES, INC
Libertyville, IL
AUM
$252.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847 277-7771
MAIN STREET INVESTMENT ADVISORS, LLC
Northbrook, IL
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
847-480-7055
PRAIRIE RIVERS INVESTMENTS, LLC
Robinson, IL
AUM
$249.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
618-544-9010
LAKEWOOD ASSET MANAGEMENT, LLC
Naperville, IL
AUM
$248.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
312-543-1772
TENET WEALTH PARTNERS, LLC
Champaign, IL
AUM
$246.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
217-281-4250
210 FINANCIAL
Morton, IL
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
309-263-1333
PRISM PLANNING PARTNERS
Libertyville, IL
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(847) 250-9870
INTERACTIVE FINANCIAL ADVISORS
New Lenox, IL
AUM
$240.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
630-472-1300
ARLINGTON WEALTH MANAGEMENT
Arlington Heights, IL
AUM
$235.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
847-670-4030
FOREST ASSET MANAGEMENT LLC
Riverside, IL
AUM
$230.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
708-447-7086
WOODFIELD FINANCIAL ADVISORS, INC.
Deer Park, IL
AUM
$230.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
847-726-9600
CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
St.. Charles, IL
AUM
$230.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
630-444-1410
MENTOR CAPITAL MANAGEMENT INC.
Chicago, IL
AUM
$226.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
312-526-3838
MINDFUL WEALTH LLC
Glencoe, IL
AUM
$225.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
312-953-9900
MADDEN FUNDS MANAGEMENT
Oak Park, IL
AUM
$217.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
708-848-3200
KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
St.. Charles, IL
AUM
$211.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
630-377-8760
VIRTUE ASSET MANAGEMENT LLC
Barrington, IL
AUM
$211.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
847-892-7145
PHASE III ADVISORY SERVICES, LTD
Buffalo Grove, IL
AUM
$210.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-520-5545
TREETOP WEALTH MANAGEMENT, LLC
Northfield, IL
AUM
$210.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
847-386-6707