Top financial advisors in Glenview, IL
We've curated a list of the best financial advisors in Glenview, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $629,359,523 Number of advisors 24 advisors | |||
| 2 | Assets under management $33,524,344 Number of advisors 25 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 Glenview, 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.
Coyle
Coyle Financial Counsel, LLC, operating as Coyle, is an SEC registered Investment Advisory firm founded in 1972. The firm offers Discretionary Asset Advisory Services, Non-Discretionary Asset Advisory Services, and Wealth Advisory Services to individuals, families, retirement plans, trusts, estates, and charitable organizations. Coyle manages over $800 million of discretionary client assets and over $100 million of non-discretionary client assets as of 12/31/2024. The firm provides Financial Assessment Services, including Current Financial Assessment, Projections, and Recommendations. Investment strategies include tactical and strategic asset allocation approaches based on client objectives and risk tolerance. Coyle may utilize third-party software and allows clients to impose reasonable investment restrictions. The firm charges asset management fees based on a tiered structure and requires a minimum annual fee of $10,000. Coyle acts as a fiduciary and does not charge performance-based fees. The firm has no disciplinary events, provides proxy-voting options, and maintains custody of client assets with a custodian. Coyle reviews accounts annually and has policies in place to ensure best execution and fair trade allocations. The firm does not engage in soft dollar arrangements and has no financial conditions impairing its ability to meet client commitments.
$629,359,523 under management
24 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Services offered
Financial Planning Services
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
Publication Of Periodicals Or Newsletters
Regal Advisory Services, Inc.
Regal Advisory Services, Inc. is a financial advisory firm based in Glenview, Illinois. It currently has approximately $33,524,344 of assets under management and employs about 25 people. Regal Advisory Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$33,524,344 under management
25 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
Pension Consulting Services
Selection Of Other Advisers
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 Glenview, 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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