Top financial advisors in Glen Ellyn, IL
We've curated a list of the best financial advisors in Glen Ellyn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $234,953,423 Number of advisors 3 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 Glen Ellyn, 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.
Siligmueller & Norvid Wealth Advisors LLC
Siligmueller & Norvid Wealth Advisors LLC is a financial advisory firm based in Glen Ellyn, Illinois, established in 1998 as Siligmueller Financial Management LLC. The firm specializes in providing financial planning and investment advisory services primarily to individuals with $1,000,000 or more in investment assets. As of December 31, 2024, the firm manages approximately $299,243,346 in assets on a discretionary basis. The firm acts as a fiduciary, meaning it is obligated to act in the best interests of its clients. For financial planning services, the firm conducts comprehensive assessments of clients' financial situations, investment goals, and risk tolerance, developing personalized financial plans using third-party software for analysis. Investment advisory services include developing and implementing client-specific investment plans based on financial goals, recommending strategic asset allocation strategies, and managing portfolios with a mix of stock and bond mutual funds, ETFs, and individual securities. The firm charges fees based on a percentage of assets under management, with rates ranging from 0.40% to 0.75% annually. Clients have investment discretion, allowing the firm to make trades without prior client approval. The firm's investment philosophy focuses on strategic asset allocation, diversification, and a long-term approach to investing. Siligmueller & Norvid Wealth Advisors does not recommend high-risk securities like private equity placements, hedge funds, or index-linked annuities due to liquidity concerns. The firm's principals, Dale S. Siligmueller and Steven R. Novid, are experienced professionals with backgrounds in finance and hold relevant certifications such as Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA). They adhere to a Code of Ethics that prioritizes clients' interests and maintain high standards of professional conduct. The firm does not have any disciplinary events to report. Clients receive regular reports on portfolio performance and have access to online account information through the custodian, Charles Schwab & Co. Inc.
$234,953,423 under management
3 advisors
Fee structure
A percentage of assets under your management
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 Glen Ellyn, 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 HeightsBarringtonBataviaBerwynBloomingtonBuffalo GroveBurr RidgeChampaignChicagoDeerfieldDeer ParkDowners GroveEast MolineEvanstonGenevaGlen CarbonGlenviewHighland 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.