Top financial advisors in Barrington, IL
We've curated a list of the best financial advisors in Barrington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $242,501,733 Number of advisors 8 advisors | |||
| 2 | Assets under management $194,314,557 Number of advisors 22 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 Barrington, 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.
Piershale Financial Group, Inc.
Piershale Financial Group, Inc. is a registered investment adviser based in Barrington, Illinois, specializing in asset management services. Established in an undisclosed year, the firm offers the Piershale Fee Offset Program for Ultra High Net Worth Clients, requiring an initial portfolio asset of $1,000,000. Clients in this program pay a bundled "wrap fee" covering advisory services and transaction costs. The firm manages client accounts based on individual financial situations, investment objectives, and risk tolerance, with investment discretion granted to make trades when necessary. Piershale Financial primarily uses fundamental and technical analysis in its investment strategies, including long-term and short-term purchases. The firm emphasizes risk management and offers strategies like Advance & Preserve, tailored to capture gains in advancing markets and preserve capital in negative markets. Clients receive quarterly reports and account statements, with reviews conducted at least annually. Piershale Financial does not vote proxies for clients and does not engage in principal trading. The firm's Code of Ethics ensures client interests are prioritized, and it does not compensate for client referrals. Piershale Financial does not require prepayment exceeding $1,200 and has a sound financial condition.
$242,501,733 under management
8 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
Investment Consulting Services
Sequoia Wealth Management, LLC
Sequoia Wealth Management, LLC is an Illinois-based investment advisor firm established in 2014 by Robert Lyman. The firm specializes in asset management services, offering continuous account supervision and personalized portfolio design to meet clients' investment goals. Sequoia Wealth may recommend third-party money managers and strategists through various programs, including those sponsored by LPL Financial. The firm charges an annual maximum advisory fee of 2.50%, automatically deducted from managed accounts, with adjustments for deposits and withdrawals. Clients must meet minimum account requirements, such as a $100,000 household balance for asset management services. The firm emphasizes client communication and does not limit the time clients can spend with advisory professionals. Sequoia Wealth reviews accounts at least annually, with additional reviews triggered by major events or client requests. The firm's Code of Ethics ensures compliance with securities laws and prioritizes clients' interests over those of the firm and its employees. Sequoia Wealth does not engage in principal trading or recommend securities in which it has a proprietary interest. The firm discloses potential conflicts of interest, such as receiving expense reimbursements and forgivable loans from LPL Financial. Sequoia Wealth does not pay for client referrals and has no financial conditions impairing its ability to meet commitments to clients. No bankruptcy petitions have been filed in the past ten years.
$194,314,557 under management
22 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
Educational Seminars/workshops
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 Barrington, 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
Arlington HeightsBataviaBerwynBloomingtonBuffalo 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.