Top 10 financial advisors in Illinois
We've curated a list of the best financial advisors in Illinois, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $253,998,164,189 Number of advisors 193 advisors | |||
| 2 | Assets under management $184,422,571,256 Number of advisors 1651 advisors | |||
| 3 | Assets under management $136,984,000,000 Number of advisors 637 advisors | |||
| 4 | Assets under management $104,306,134,650 Number of advisors 1700 advisors | |||
| 5 | Assets under management $91,100,458,682 Number of advisors 45 advisors | |||
| 6 | Assets under management $47,918,462,411 Number of advisors 455 advisors | |||
| 7 | Assets under management $41,035,279,854 Number of advisors 393 advisors | |||
| 8 | Assets under management $40,371,149,166 Number of advisors 383 advisors | |||
| 9 | Assets under management $38,762,162,820 Number of advisors 207 advisors | |||
| 10 | Assets under management $35,773,505,677 Number of advisors 479 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Illinois, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Illinois. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Invesco Capital Management LLC
Invesco Capital Management LLC is a financial advisory firm based in Downers Grove, Illinois. It currently has approximately $253,998,164,189 of assets under management and employs about 193 people. Invesco Capital Management LLC uses a fee structure of a percentage of assets under your management and unitary fees.
$253,998,164,189 under management
193 advisors
Fee structure
A percentage of assets under your management
UNITARY FEES
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Sponsor To The Qqq Trust Series 1 And Sole Member Of Sponsor To Currencyshares Trusts
Balyasny Asset Management L.p.
Balyasny Asset Management L.p. is a financial advisory firm based in Chicago, Illinois. It currently has approximately $184,422,571,256 of assets under management and employs about 1651 people. Balyasny Asset Management L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and pass through of certain expenses.
$184,422,571,256 under management
1651 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PASS THROUGH OF CERTAIN EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
First Trust Advisors Lp
First Trust Advisors Lp is a financial advisory firm based in Wheaton, Illinois. It currently has approximately $136,984,000,000 of assets under management and employs about 637 people. First Trust Advisors Lp uses a fee structure of a percentage of assets under your management and fixed fees per unit (uits) for portfolio supervisory services.
$136,984,000,000 under management
637 advisors
Fee structure
A percentage of assets under your management
FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Hightower Advisors, LLC
Hightower Advisors, LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $104,306,134,650 of assets under management and employs about 1700 people. Hightower Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions and retainer or service fees or some combination of 1, 2, 4, 5 & 7.
$104,306,134,650 under management
1700 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1, 2, 4, 5 & 7
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Treasury Management For Corporate Clients
Lsv Asset Management
LSV Asset Management, established in October 1994, specializes in providing discretionary investment management services for institutional investors and commingled investment funds. The firm manages portfolios of publicly traded global equity securities using a proprietary quantitative model. LSV offers model portfolios and had approximately $91 billion in discretionary assets under management as of December 31, 2024. For fees, LSV's standard managed account investment management fee schedules vary based on asset size and range from 30 to 150 basis points. The minimum account size typically ranges from $10 million to $100 million, with the firm accepting smaller investments on a case-by-case basis. LSV acts as a fiduciary and is a signatory to the Principles for Responsible Investment (PRI), incorporating environmental, social, and governance (ESG) factors into its investment decision-making processes. The firm does not engage in securities lending and does not take physical custody of client assets. LSV's proxy voting responsibilities are managed by an independent third party, Glass Lewis & Co., with a focus on voting in the best interests of clients. The firm's Code of Ethics ensures high ethical standards and compliance with regulatory requirements.
$91,100,458,682 under management
45 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provision Of Model Portfolios To Clients Who Are Model Advisers
Cibc Private Wealth Advisors, Inc.
Cibc Private Wealth Advisors, Inc. is a financial advisory firm based in Chicago, Illinois. It currently has approximately $47,918,462,411 of assets under management and employs about 455 people. Cibc Private Wealth Advisors, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$47,918,462,411 under management
455 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Index Provider
Bdt Capital Partners
Bdt Capital Partners is a financial advisory firm based in Chicago, Illinois. It currently has approximately $41,035,279,854 of assets under management and employs about 393 people. Bdt Capital Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
$41,035,279,854 under management
393 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Cresset Asset Management, LLC
Cresset Asset Management, LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $40,371,149,166 of assets under management and employs about 383 people. Cresset Asset Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$40,371,149,166 under management
383 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Tax Services, Bookkeeping, Financial Reporting, Clerical Assistance In Other Financial Matters
Harbor Capital Advisors, Inc.
Harbor Capital Advisors, Inc. is a registered investment adviser founded in 1983, offering discretionary and non-discretionary investment advisory services. The firm provides services to various investment vehicles, including mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs), and model portfolios. Harbor Capital has assets under management totaling $64.79 billion as of December 31, 2024, managed on a discretionary basis. The firm is a wholly owned subsidiary of ORIX Corporation, a global financial services company based in Tokyo, Japan. Harbor Capital charges advisory fees based on the average net assets of each fund or ETF, with fees paid monthly in arrears. The firm may provide marketing and research support to the broader HANetf sales team and may receive compensation from its affiliates for services provided. Harbor Capital acts as a fiduciary, providing investment discretion to manage client assets. The firm conducts due diligence on subadvisers, monitors their performance, and may replace them if necessary. Investment strategies at Harbor Capital are underpinned by a systematic approach focused on identifying business cycle regimes. The firm's investment process includes regime identification, asset-specific return generation, portfolio optimization, and qualitative discretion. Harbor Capital has adopted a Code of Ethics and Proxy Voting Policies to ensure compliance and transparency in its operations. For further details or specific voting information, clients can contact Harbor Capital's Legal & Compliance department. The firm reports quarterly to clients on performance and compliance matters. Harbor Capital does not act as a custodian for client accounts and has no financial conditions impairing its ability to meet commitments.
$38,762,162,820 under management
207 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Provide Capital Markets Assumptions And Model Portfolios
Envestnet Portfolio Solutions, Inc.
Envestnet is a financial services firm with a comprehensive privacy program designed to protect personal information ethically and in compliance with laws and client expectations. The firm collects personal information from clients, financial advisors, institutions, and third-party data providers for the purpose of servicing financial accounts, providing financial planning resources, and enhancing financial wellness. Personal information collected includes identifiers, customer records, classification characteristics, commercial information, internet activity, geolocation data, sensory data, and inferences from personal information. Envestnet does not sell personal information but may share it with corporate affiliates, service providers, financial services companies, and other third parties for business purposes. The firm implements measures to protect collected personal information and retains it for statutorily required periods or as necessary for business purposes. Clients have rights to request access, deletion, and portability of their personal information. Envestnet uses technologies like cookies and pixel tags for tracking and identification purposes, with options for users to opt out. The privacy policy is periodically reviewed and subject to updates, with the current version effective from December 2, 2024.
$35,773,505,677 under management
479 advisors
Fee structure
A percentage of assets under your management
Subscription fees
Fixed fees
A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Illinois, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Illinois. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Top advisors in Illinois
Arlington HeightsBarringtonBataviaBerwynBloomingtonBuffalo GroveBurr RidgeChampaignChicagoDeerfieldDeer ParkDowners GroveEast MolineEvanstonGenevaGlen CarbonGlen EllynGlenviewHighland ParkHinsdaleHoffman EstatesItascaLa GrangeLake ForestLake ZurichLibertyvilleLincolnshireLincolnwoodLisleLombardMchenryMortonMt. ProspectNapervilleNew LenoxNorth BarringtonNorthbrookOak BrookOrland ParkPalatinePark RidgePeoriaRobinsonRockfordRosemontSchaumburgSkokieSpringfieldSt. CharlesSwanseaWarrenvilleWestchesterWest DundeeWheatonWilmetteWinnetkaWoodridgeIt's quick and easy to find the right financial advisor for you
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