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
| $502,359,206 | 17 advisors | |
| 2 |
Assets under management
$249,000,000
Number of advisors
4 advisors
| $249,000,000 | 4 advisors | |
| 3 |
Assets under management
$143,804,451
Number of advisors
4 advisors
| $143,804,451 | 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.
Methodology
To generate our top financial advisors list in Arlington Heights, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arlington Heights. 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.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesMidway 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 BusinessesPortfolio Management For Pooled Investment VehiclesPension Consulting ServicesSelection Of Other AdvisersArlington 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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesEducational Seminars/workshopsWealth 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.
Methodology
To generate our top financial advisors list in Arlington Heights, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arlington Heights. 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.
Your first meeting is free.