Top financial advisors in Burr Ridge, IL
We’ve curated a list of the best financial advisors in Burr Ridge, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$188,847,759
Number of advisors
4 advisors
| $188,847,759 | 4 advisors | |
| 2 |
Assets under management
$131,963,483
Number of advisors
11 advisors
| $131,963,483 | 11 advisors | |
| 3 |
Assets under management
$73,464,000
Number of advisors
4 advisors
| $73,464,000 | 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 Burr Ridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burr Ridge. 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.
Via Iv Investments, LLC
VIA IV Investments, LLC, located in Houston, TX, is represented by Mr. Scott Mann, a Certified Financial Planner with over 18 years of experience in the financial services industry. Mr. Mann has been an investment advisory representative of VIA IV since October 7, 2014. His educational background includes certifications in Financial Planning, Investment Planning, Income Tax Planning, Retirement Planning, Employee Benefits, Estate Planning, and Plan Presentation. Prior to VIA IV, he worked with Royal Alliance Associates, Inc., and Raymond James Financial Services, Inc. Mr. Mann has no disciplinary events in the last ten years and does not engage in any outside business activities related to investment products. He receives no additional compensation beyond selling insurance products. The firm's supervision includes quarterly monitoring of Mr. Mann's personal securities holdings by Mr. Holland. Mr. Mann has no arbitration or disciplinary events related to state registration requirements and has not filed for bankruptcy in the past 10 years. Clients can contact Mr. Holland for any supervision-related inquiries.
$188,847,759 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS
Services offered
Portfolio Management For Individuals And/or Small Businesses4wealth Advisors, Inc.
4Wealth Advisors, Inc. is an SEC registered investment adviser based in Burr Ridge, Illinois, providing personalized investment advisory services since 2004. The firm offers portfolio management services on a discretionary and non-discretionary basis, tailored to individual client needs. Investment strategies include long-term and short-term purchases, short sales, margin transactions, and option writing. The firm may recommend third-party money managers and pension advisory services, including fiduciary and non-fiduciary services for employee benefit plans under ERISA regulations. Clients typically require a minimum account size of $25,000. Fees are charged quarterly based on account values, with no performance-based fees. The firm does not accept performance-based fees or participate in side-by-side management. Clients have the option to deduct fees directly from their accounts. 4Wealth does not have any reportable disciplinary information and does not receive referral fees from third parties. The firm exercises limited custody over client assets, held with independent custodians. Clients grant investment discretion through signed agreements, and they are responsible for voting on proxies. 4Wealth has no financial commitments impairing its ability to meet obligations.
$131,963,483 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SHARES IN THIRD-PARTY ADVISORY FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersGolden Trail Advisers
Golden Trail Advisers is a financial advisory firm based in Burr Ridge, Illinois. It currently has approximately $73,464,000 of assets under management and employs about 4 people. Golden Trail Advisers uses a fee structure of a percentage of assets under your management and hourly charges.
$73,464,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting 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 Burr Ridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burr Ridge. 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.
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