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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IL
424 advisers found
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
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
BROOKSTONE ASSET MANAGEMENT, LLC
Wheaton, IL
AUM
$597.9M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
630-653-1400
CAPITAL RESOURCE MANAGEMENT,INC.
Deerfield, IL
AUM
$593.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-948-1700
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
Lake Forest, IL
AUM
$572.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-375-4918
TALLWOODS PARTNERS, LLC
Chicago, IL
AUM
$569.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
312-283-3697
MATRIX PRIVATE CAPITAL GROUP
Chicago, IL
AUM
$561.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-736-9572
MIRAMAR CAPITAL
Northbrook, IL
AUM
$550.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
847-291-7300
RIVER STREET ADVISORS, LLC
Aurora, IL
AUM
$539.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
630-906-5501
TRIGRAN INVESTMENTS, INC.
Northbrook, IL
AUM
$533.2M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
847-656-1640
XXI WEALTH, LLC
Chicago, IL
AUM
$531.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(312) 300-2670
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
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
ADAMS STREET ADVISORS, LLC
Chicago, IL
AUM
$524.2M
Wealth Mgmt
Team
190 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
312-553-7890
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
SYSTIMA CAPITAL MANAGEMENT
Chicago, IL
AUM
$512.6M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
312-481-7229
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
I-QU & CO.
Chicago, IL
AUM
$485.8M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-228-8254