Top financial advisors in Lincolnwood, IL
We've curated a list of the best financial advisors in Lincolnwood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $221,945,828 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 Lincolnwood, 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.
The Nestegg Group, Inc.
The Nestegg Group, Inc., established in 2008, offers investment advisory services to individuals, pension and profit sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary investment advisory services on a fee-only basis, with fees based on a percentage of assets under management: 1.00% for the first $1,000,000, 0.75% for the next $1,000,000, and 0.50% for amounts over $2,000,000. The firm may also offer limited consultation services on investment and non-investment matters upon client request. The firm does not participate in wrap fee programs and had $268,599,124 in assets under management as of December 31, 2024. The investment strategies include long-term and short-term purchases, with a focus on mutual fund and ETF analysis, qualitative analysis, and asset allocation. The firm does not accept performance-based fees and primarily allocates client assets among mutual funds and ETFs. The firm's brokerage practices involve recommending Charles Schwab as the broker-dealer/custodian, with consideration for best execution and research benefits. The firm's Chief Compliance Officer, Jeffery Laske, oversees compliance and is available for client inquiries. The firm does not have a history of disciplinary actions and maintains a Code of Ethics to prevent the misuse of material non-public information. Clients receive quarterly account statements and periodic performance reports. The firm also handles proxy voting for client securities unless directed otherwise by the client.
$221,945,828 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
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 Lincolnwood, 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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