THE INVICTUS COLLECTIVE, LLC
Park Ridge, IL
AUM
$476.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(866) 636-3468
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL
626 advisers found
ZIMMERMAN WEALTH MANAGEMENT, LLC
Evanston, IL
AUM
$472.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-556-3200
CAMBRIDGE CAPITAL MANAGEMENT, LLC
O'Fallon, IL
AUM
$457.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
618-206-3262
LESLIE GLOBAL WEALTH, LLC
Itasca, IL
AUM
$446.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
312-946-1000
SAGE PRIVATE WEALTH GROUP, LLC
Oakbrook Terrace, IL
AUM
$440.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
630-933-0000
BATES FINANCIAL ADVISORS, INC.
Rockford, IL
AUM
$439.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
815-332-4020
HIGHVIEW CAPITAL MANAGEMENT, LLC
Buffalo Grove, IL
AUM
$416.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
888-757-6610
BARD ASSOCIATES INC
Chicago, IL
AUM
$416.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
312-782-9600
SGL FINANCIAL, LLC
Buffalo Grove, IL
AUM
$416.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
8474993330
WATERSHED PRIVATE WEALTH
Oak Brook, IL
AUM
$413.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
630-478-0195
SLAGLE FINANCIAL, LLC.
Edwardsville, IL
AUM
$411.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
618-692-1657
ROOTED WEALTH ADVISORS
Bourbonnais, IL
AUM
$408.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
866.766.8332
QUAD CITY INVESTMENT CENTER
Moline, IL
AUM
$408.0M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
563-388-5436
LCM CAPITAL MANAGEMENT INC
Chicago, IL
AUM
$403.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
312-705-3013
LESTER FINANCIAL GROUP, LLC
Champaign, IL
AUM
$398.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
217-356-6533
BENTLEY FINANCIAL GROUP
Downers Grove, IL
AUM
$392.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
630-541-6363
RCM WEALTH ADVISORS
Chicago, IL
AUM
$388.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-903-1822
VERMILLION FINANCIAL ADVISORS, INC.
South Barrington, IL
AUM
$386.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-382-9999
CARTER FINANCIAL GROUP, INC.
Barrington, IL
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
847-713-2700
UNIQUE WEALTH STRATEGIES
Burr Ridge, IL
AUM
$381.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-318-0565
OAK WEALTH ADVISORS LLC
Northbrook, IL
AUM
$373.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-945-8888
CHICAGO WEALTH MANAGEMENT, INC.
Chicago, IL
AUM
$365.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
312-376-8350
SEBOLD CAPITAL MANAGEMENT, INC
Lisle, IL
AUM
$364.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
630-548-9700
WINDROCK WEALTH MANAGEMENT
Naperville, IL
AUM
$363.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
312-650-9593