Top 10 advisors in Chicago
We’ve curated a list of the best financial advisors in Chicago, take a look at it below
Find an advisor in Chicago1. Balyasny Asset Management L.p.
Assets under management
$184,422,571,256
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
2. Hightower Advisors, LLC
Assets under management
$104,306,134,650
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
3. Lsv Asset Management
Assets under management
$91,100,458,682
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
4. Cibc Private Wealth Advisors, Inc.
Assets under management
$47,918,462,411
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
5. Bdt Capital Partners
Assets under management
$41,035,279,854
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Cresset Asset Management, LLC
Assets under management
$40,371,149,166
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
- Not sure which one to choose?Use our smart matching tool
7. Harbor Capital Advisors, Inc.
Assets under management
$38,762,162,820
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
8. Envestnet Portfolio Solutions, Inc.
Assets under management
$35,773,505,677
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
9. Antares Capital Advisers LLC
Assets under management
$31,273,427,294
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Valuation Services
- Not sure which one to choose?Use our smart matching tool
10. Lasalle Investment Management
Assets under management
$23,861,277,635
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
ACQUISITION, DISPOSITION, CASH MANAGEMENT, PERCENTAGE OF NOI
Services offered
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)
How we came up with this list
To generate our top financial advisors list in Chicago, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chicago. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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