SEC-registered financial advisors in Illinois
This page lists 401 advisory firms with a main office in Illinois that are registered with the SEC and report individual clients. It is not every advisor in Illinois. Firms registered with Illinois's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Illinois
Showing 24 of 401
- 103 Advisory Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- 15 Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- 210 Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- 4Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Aam$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Aaron Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Aberdeen Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Access Financial Group, Inc.$100M to $500MSEC recordPercentage of assets
- Access Softek Advisory ServicesUnder $25MSEC recordPercentage of assets
- Advanced Planning Advisors Group Inc.$100M to $500MSEC recordPercentage of assets
- Advisory Research Inc$500M to $1BSEC recordPercentage of assetsPerformance-based
- Alera Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Alerce Investment Management, L.P.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Alley Company$500M to $1BSEC recordPercentage of assets
- Alo Financial Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Altair Advisers, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Altman Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- American Community Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aon Investments USA Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Arbor Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Archford Capital Strategies, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Arena Private Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Arete Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Ariel Investments, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Aris Investing$1B or moreSEC recordPercentage of assets
- Ark Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Arlington Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Arthur M. Cohen & Associates LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Ativo Capital Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Avocet Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- Aza Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bankers Life Advisory Services, Inc.$1B or moreSEC recordPercentage of assetsOther
- Bantamac Capital, LLC$100M to $500MSEC recordPercentage of assets
- Bard Associates Inc$100M to $500MSEC recordPercentage of assets
- Barrett Wealth Connection LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bates Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bcu Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Benchmark Capital Group Ltd.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Benchmark Investment Advisors LLC$100M to $500MSEC recordPercentage of assets
- Bentley Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bernardi Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Blue Haven Capital, LLC$100M to $500MSEC recordPercentage of assets
- Blue Line Capital$100M to $500MSEC recordPercentage of assets
- Blue Sky Investment Partners, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Bluestem Financial Advisors, LLC$100M to $500MSEC recordHourlyFixed or flat feeOther
- BMO Family Office, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bondurant Investment Advisory, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Boon Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- Bos Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Brentview Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Brookstone Capital Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Brownson, Rehmus & Foxworth, Inc.$1B or moreSEC recordHourlyFixed or flat fee
- Bruce & Co Inc$100M to $500MSEC recordPercentage of assets
- Bulletproof Capital, LLC$500M to $1BSEC recordFixed or flat feePerformance-based
- Burling Wealth Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Busey Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Calamos Advisors LLC$1B or moreSEC recordPercentage of assets
- Calamos Wealth Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Cambridge Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Resource Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Capstone Financial Advisors Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Carsonallaria Wealth Management, Ltd.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Carter Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Castleark Management LLC$1B or moreSEC recordPercentage of assets
- Centric Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Cetera Investment Advisers LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Channing Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Chesley, Taft & Associates, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Chicago Capital, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Chicago Capital Management Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Chicago Investment Advisory Council, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Chicago Investment Advisory Group$100M to $500MSEC recordPercentage of assets
- Chicago Oakbrook Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Chicago Partners Investment Group LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Chicago Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Choreo, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- CIBC Private Wealth Advisors, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- CL Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Clark Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Clearwater Capital Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Clement Street Capital LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cogent Strategic Wealth LLC$100M to $500MSEC recordPercentage of assets
- Cohen Capital$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Copperwood Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Coyle$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Cozad Asset Management Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Creekmur Asset Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Crescent Grove Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cresset Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Crystal Rock Capital Management, LLC.$100M to $500MSEC recordPercentage of assetsOther
- CTS Financial Planning, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cura Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Curi Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cypress Capital Partners, LLC$100M to $500MSEC recordFixed or flat fee
- Cypress Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cyr Financial Inc.$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feePerformance-based
- Daly Investment Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- David Vaughan Investments, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Dearborn Partners L.L.C.$1B or moreSEC recordPercentage of assets
- Detterbeck Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- DHJJ Financial Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Dibenedetto & Associates Ltd$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dillow Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Directional Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Dolan McEniry Capital Management LLC$1B or moreSEC recordPercentage of assets
- Dorsey Asset Management$1B or moreSEC recordPercentage of assets
- Doyenne Wealth Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Dream Capital Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Driehaus Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- E. A. Horwitz LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Eastgate Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Embree Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Engage Wealth Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Equity Armor Investments$100M to $500MSEC recordPercentage of assetsPerformance-based
- Ergawealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Essex LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Estate & Trust Advisors$100M to $500MSEC recordPercentage of assets
- Evergreen Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Expressive Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Factor Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Faircourt Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Feldman, Ingardona & Co$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fiduciary Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Fiducient Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Financial Design Studio, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Elements, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Solutions Advisory Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- First Trust Advisors LP$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Foresight Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Forest Asset Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fort Sheridan Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-based
- Fortis Portfolio Solutions, LLC$100M to $500MSEC recordPercentage of assets
- Forum Financial Management, LP$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fountainhead Financial, LLC$500M to $1BSEC recordPercentage of assetsHourlyCommissions
- Fourstar Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Fra Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- G Squared Equity Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Gallagher Fiduciary Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- GCM Grosvenor L.P.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Geowealth Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Goldstone Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourly
- Graybill Wealth Management, Ltd.$500M to $1BSEC recordPercentage of assets
- Great Lakes Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Greenrock Research, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Greenstone Belt Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gresham Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Guardian Wealth Management Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Harbour Financial Resources, Ltd$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Harris | Oakmark$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Hartline Investment Corporation$500M to $1BSEC recordPercentage of assets
- Harvest Investment Services, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Hedeker Wealth LLC$500M to $1BSEC recordPercentage of assets
- Hemsley Advisors, Ltd.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Hendricks Wealth and Estate Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Strategic Wealth, LLC$25M to $100MSEC recordPercentage of assets
- Highpoint Planning Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Hightower Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Highview Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Hinsdale Associates$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Holder Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Horizon Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Horizon Family Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Horizon Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Hull Tactical$100M to $500MSEC recordPercentage of assets
- Hunter Capital Management$1B or moreSEC recordPercentage of assetsPerformance-based
- Iht Wealth Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Illuminate Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Insight Securities, Inc.$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Inspirion Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Intentgen Financial Partners$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- Interactive Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Intertide Partners$500M to $1BSEC recordPercentage of assetsPerformance-based
- Invesco Investment Advisers LLC$1B or moreSEC recordPercentage of assets
- Ipi Wealth Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Iron Financial LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- James T. Borello & Co.$500M to $1BSEC recordPercentage of assets
- JMG Financial Group Ltd$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Journey Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- K2 Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Kai Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- KDM Wealth Management Inc.$100M to $500MSEC recordPercentage of assets
- Keb Wealth Advisors$1B or moreSEC recordPercentage of assetsHourly
- Keebeck Wealth Management$1B or moreSEC recordPercentage of assets
- Kenney Investments Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kenora Financial, LLC$100M to $500MSEC recordPercentage of assets
- Kinnamon & Associates Ltd II$100M to $500MSEC recordHourlyFixed or flat feeCommissions
- KKM Financial LLC$500M to $1BSEC recordPercentage of assets
- Klaas Financial Asset Advisors, LLC.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- KRM Financial Planning & Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kruse Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
- Kuhn Capital Partners$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Kuhn & Company Investment Counsel, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Kuhn Wealth Management Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Lake Street$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Lakeshore Capital Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lakewood Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Landolt Securities, Inc.$100M to $500MSEC recordPercentage of assets
- Lantz Financial LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lasalle St. Investment Advisors, L.L.C.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Latko Wealth Management, Ltd.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Laureate Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- LCM Capital Management Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Leelyn Smith, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Left Brain Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Leslie Global Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lester Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Liberty Asset Management, Inc.$100M to $500MSEC recordPercentage of assets
- Lifepoint Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lifewise Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lind Capital Partners$100M to $500MSEC recordPercentage of assets
- Logan Stone$500M to $1BSEC recordPercentage of assetsPerformance-based
- Lucas Group Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- M1 AdvisoryUnder $25MSEC recordPercentage of assets
- Mack Investment Securities, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Madden Funds Management$100M to $500MSEC recordPercentage of assets
- Main Street Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mainstreet Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Marcus Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Maren Capital$1B or moreSEC recordPercentage of assets
- Mark Bell Advisory Services, Inc.$100M to $500MSEC recordPercentage of assets
- Marquette Associates, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Masus Financial Group, Ltd.$100M to $500MSEC recordPercentage of assetsHourly
- Matrix Private Capital Group$500M to $1BSEC recordPercentage of assetsPerformance-based
- Maynerich Financial$100M to $500MSEC recordPercentage of assetsHourly
- McBeath Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- McCulley Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- McDonnell Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- McLaughlin Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mediqus Asset Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Mendel Money Management Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Mentor Capital Management Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Meredith Wealth Planning$100M to $500MSEC recordFixed or flat fee
- Mesirow Financial Investment Management, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Midland Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Midway Capital Research & Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Midwest Financial Associates, Inc.$100M to $500MSEC recordPercentage of assets
- Midwest Financial Network, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Midwestern Securities Trading Co., LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Millington Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mindful Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mirretti Perryman Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Moller Wealth Partners$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Monere Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Morningstar Investment Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Mosaic Fi LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mowery & Schoenfeld Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsCommissions
- Mpi Wealth Management LLC$100M to $500MSEC recordPercentage of assetsCommissions
- Mps-Loria Financial Planners, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Mwa Financial Services, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- MWS Capital Consultants LLC$100M to $500MSEC recordPercentage of assets
- Nadler Financial Group, Inc.$1B or moreSEC recordPercentage of assets
- Neuberger Berman Loan Advisers Europe II LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- Neuberger Berman Loan Advisers II LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Neuberger Berman Loan Advisers IV LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Neuberger Berman Loan Advisers LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- New England Research & Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- New Vernon Wealth Management LLC$500M to $1BSEC recordPercentage of assets
- North Shore Investment Consulting LLC$100M to $500MSEC recordPercentage of assets
- North Shore Private Asset Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- North Star Investment Management Corporation$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Northern Trust Investments, Incorporated$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Northern Trust Securities, Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Nuveen Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- O'Connor Financial Group LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Oak Family Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Oak Ridge Investments, LLC$1B or moreSEC recordPercentage of assets
- Oak Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Oberweis Asset Management Inc$1B or moreSEC recordPercentage of assetsOther
- Opus Financial Solutions LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Outlook Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Pacesetter Financial Group, L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Parkside Investments, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Parkview Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pathfinder Advisory, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Patrick M. Sweeney & Associates, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pearson Creek Capital Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pebble Valley Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pekin Hardy Strauss, Inc.$1B or moreSEC recordPercentage of assets
- Pendulum Wealth Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Performance Wealth$1B or moreSEC recordPercentage of assetsPerformance-based
- Permanent Capital Management, LP$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Phase III Advisory Services, Ltd$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pinnacle Financial Group LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- PMG Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Port Capital LLC$1B or moreSEC recordPercentage of assets
- Powers Advisory Group, LLC$100M to $500MSEC recordPercentage of assets
- PPM America Inc$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- PR Wealth Management Group$100M to $500MSEC recordPercentage of assetsHourly
- Prairie Rivers Investments, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prairieview Wealth & Tax Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Precise Investment Management, Inc.$100M to $500MSEC recordPercentage of assets
- Prism Planning Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Providence Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsCommissions
- Ptma Investment Advisors$1B or moreSEC recordPercentage of assets
- Quad City Investment Center$100M to $500MSEC recordPercentage of assets
- Quincy Wells Advisors, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rai Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- Rail-Splitter Capital Management LLC$100M to $500MSEC recordPercentage of assets
- RCM Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Regal Advisory Services, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Retirement Plan Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- River Street Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Riverbend Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsOther
- Riverpoint Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Roberts, Glore & Co.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Romano Wealth Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Rooted Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Rothschild Investment$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Rothschild Wealth LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
- RPC Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ruedi Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sage Private Wealth Group, LLC$100M to $500MSEC recordPercentage of assets
- Santa Barbara Management$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Savant Investment Advisers, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Savant Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Savoie Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sawyer Falduto Asset Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- SBB Research Group LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- SCG Asset Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sebold Capital Management, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Security Capital Research & Management Incorporated$1B or moreSEC recordPercentage of assetsPerformance-based
- Segall Bryant & Hamill$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sequoia Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Serenity Investment Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- SGL Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shankervalleau Wealth Advisors, Inc.$500M to $1BSEC recordPercentage of assets
- Signature Financial Services, Ltd$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Signet Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Significant Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sikich Financial$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Skinner, Copper & Ehmen Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Slagle Financial, LLC.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spiderrock Advisors, LLC$1B or moreSEC recordPercentage of assets
- State Farm Investment Management Corp.$1B or moreSEC recordPercentage of assets
- Stenger Family Office, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Stephen Smith Financial Inc.$100M to $500MSEC recordPercentage of assets
- Sterling Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Steward Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stone Island Financial Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Stonebridge Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Investment Solutions, Inc.$500M to $1BSEC recordPercentage of assets
- Stride Investments, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Studio Investment Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- T2 Asset Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Taiko Private Wealth$500M to $1BSEC recordPercentage of assets
- Tall Pines Capital, LLCUnder $25MSEC recordPercentage of assetsPerformance-based
- Tallwoods Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Tenet Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Tetley Investments, LLC$100M to $500MSEC recordPercentage of assetsHourly
- The Dala Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- The Invictus Collective, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- The Mather Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The Mosaic Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- The Nestegg Group, Inc.$100M to $500MSEC recordPercentage of assets
- The Planning Center, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- The Planning Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Three Sixty Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Tilden Loucks & Woodnorth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Total Clarity Wealth Management, Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Treetop Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsCommissions
- Trifecta Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Trigran Investments, Inc.$500M to $1BSEC recordPercentage of assetsPerformance-based
- Trueman Brown$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- TSFG, LLC$500M to $1BSEC recordPercentage of assets
- Uhlmann Investment Management, L.L.C.$100M to $500MSEC recordPercentage of assets
- Unique Wealth Strategies$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Urban Financial Advisory Corporation$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- V-Square Quantitative Management$1B or moreSEC recordPercentage of assetsPerformance-based
- Vantage Point Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vermillion Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Versatile Capital Management L.L.C.$100M to $500MSEC recordPercentage of assetsOther
- Vertex Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Vertis Wealth, LLC$100M to $500MSEC recordPercentage of assetsOther
- Vestgen Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Vestor Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Via IV Investments, LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Virtue Asset Management LLC$100M to $500MSEC recordPercentage of assets
- Vistamark Investments$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Vital Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsCommissionsOther
- Wall Street Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Walled Lake Planning & Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Watershed Private Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wavvest Wealth$100M to $500MSEC recordPercentage of assets
- Wellment Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Western Pacific Wealth Management, LP$100M to $500MSEC recordPercentage of assets
- WhaleUnder $25MSEC recordPercentage of assetsFixed or flat fee
- William Blair & Company L.L.C.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- William Blair Investment Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Williams Capital Management Company$100M to $500MSEC recordPercentage of assets
- Windrock Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Wisdom Financial Services, L.L.C.$500M to $1BSEC recordPercentage of assetsOther
- Wolf Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsHourly
- Woodfield Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- World Equity Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Xxi Wealth, LLC$500M to $1BSEC recordPercentage of assets
- Yunistone Investment Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Zacks Intelligence LLCUnder $25MSEC recordPercentage of assetsNewsletter subscriptionsOther
- Zacks Investment Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Zendamentals$100M to $500MSEC recordPercentage of assets
- Zimmerman Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Zuckerman Investment Group$1B or moreSEC recordPercentage of assets
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Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.