Top 6 advisors in Highland Park
We’ve curated a list of the best financial advisors in Highland Park, take a look at it below
Find an advisor in Highland Park1. New Vernon Wealth Management LLC
Assets under management
$430,808,439
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
2. Fort Sheridan Advisors LLC
Assets under management
$409,777,937
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
3. Silverpepper LLC
Assets under management
$174,391,376
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
4. Insight Securities, Inc.
Assets under management
$126,748,211
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
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
5. Precise Investment Management, Inc.
Assets under management
$114,176,669
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
6. New Vernon Investment Management LLC
Assets under management
$97,574,397
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
DISCRETIONARY BONUS
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)
Provision Of Historical Trading Data
How we came up with this list
To generate our top financial advisors list in Highland Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Highland Park. 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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