Top financial advisors in Deer Park, IL
We've curated a list of the best financial advisors in Deer Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $448,124,669 Number of advisors 10 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 Deer Park, 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.
Essex LLC
Essex, LLC is a registered investment adviser with the United States Securities and Exchange Commission, established in 1997 by James W. Hartwell and Arthur A. Freedman. The firm's team comprises experienced professionals with backgrounds in investment management, tax, and estate planning. Essex, LLC primarily offers investment management services, acting as a fiduciary and providing advice in clients' best interests. The firm manages client accounts on a discretionary and non-discretionary basis, constructing investment portfolios tailored to individual objectives, time horizons, and risk tolerances. Clients have varying fee structures based on assets under management, with fees ranging from 1-1.75% annually. The firm's investment philosophy involves analyzing economic indicators, fundamental and technical analysis, annual reports, and sector analysis to manage risk and optimize portfolio performance. Essex, LLC has a comprehensive Code of Ethics, ensuring transparency, compliance, and client protection. The firm does not participate in performance-based fees, maintains custody of client assets through Charles Schwab & Co., Inc., and provides a privacy policy to safeguard client information. Essex, LLC offers investment discretion, allowing clients to authorize trades and disbursements, and provides voting guidelines for client securities. The firm's commitment to client privacy and compliance with the Gramm Leach Bliley Act underscores its dedication to maintaining confidentiality and data security.
$448,124,669 under management
10 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
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 Deer Park, 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.
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