Top financial advisors in Arlington Heights, IL
We've curated a list of the best financial advisors in Arlington Heights, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $502,359,206 Number of advisors 17 advisors | |||
| 2 | Assets under management $249,000,000 Number of advisors 4 advisors | |||
| 3 | Assets under management $143,804,451 Number of advisors 4 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 find the top financial advisors in Arlington Heights, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Vantage Financial Partners Limited
Vantage Financial Partners Limited is a financial advisory firm based in Arlington Heights, Illinois. It currently has approximately $502,359,206 of assets under management and employs about 17 people. Vantage Financial Partners Limited uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$502,359,206 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Midway Wealth Partners, LLC
Midway Wealth Partners, LLC is a financial advisory firm based in Arlington Heights, Illinois. It currently has approximately $249,000,000 of assets under management and employs about 4 people. Midway Wealth Partners, LLC uses a fee structure of and a percentage of assets under your management.
$249,000,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Arlington Wealth Management
Arlington Capital Management, Inc. is an SEC Registered Investment Adviser established in 2000, offering Wealth Management and Investment Management services. The firm, led by Joseph LoPresti, manages $200,051,002 in discretionary assets as of 12/31/2024. Wealth Management involves a systematic consulting process to address clients' financial goals. Investment Management includes model portfolios based on risk type, with strategies like Proactive Asset Allocation and Buffered Strategy. Arlington combines quantitative models with qualitative research for attractive risk-adjusted returns. The firm may recommend private placements like Delaware Statutory Trusts. Fees are based on assets under management, with Wealth Management minimum quarterly fee at $3,750 and Investment Management at $1,875. Arlington does not charge performance-based fees and acts as a fiduciary. Clients have investment discretion via Limited Power of Attorney. The firm does not vote client securities and does not require prepayment exceeding $1,200. Arlington does not receive referral fees and has no custody of client assets. The firm has a Code of Ethics, reviews accounts periodically, and does not vote proxies on behalf of clients. Clients are encouraged to review custodial statements for accuracy.
$143,804,451 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
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)
Pension Consulting Services
Educational Seminars/workshops
Wealth Management Services
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 find the top financial advisors in Arlington Heights, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Illinois
BarringtonBataviaBerwynBloomingtonBuffalo 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
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.