Top financial advisors in Lombard, IL
We've curated a list of the best financial advisors in Lombard, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $7,556,461,609 Number of advisors 125 advisors | |||
| 2 | Assets under management $616,575,407 Number of advisors 8 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 Lombard, 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.
Forum Financial Management, Lp
Forum Financial Management, LP is a registered investment adviser founded in May 2002, based in Lombard, Illinois. The firm specializes in fee-based wealth management and financial planning services for individual and institutional clients. Additionally, Forum offers services to other independent advisory firms as a sub-advisor. The firm tailors its advisory services to individual client needs, offering portfolio management services on a discretionary basis. Forum manages client accounts using various model asset allocation portfolios, designed to meet specific investment goals. The firm primarily uses Dimensional Fund Advisors, LP (DFA) institutional mutual funds and ETFs for client portfolios. Forum also provides Qualified Plan Services, including selection of investment vehicles, monitoring of investment performance, employee communications, and managed portfolios for retirement plans. The firm does not accept performance-based fees or participate in side-by-side management. Clients must have a minimum of $25,000 under management for Portfolio Management Services. Forum does not vote proxies for client accounts and does not engage in principal transactions or agency cross transactions. The firm does not have any reportable disciplinary events and undergoes an annual audit by an independent accounting firm. Forum does not maintain physical custody of client funds and securities, which are held with qualified custodians. The firm does not charge a separate fee for Financial Planning Services when engaged for Portfolio Management Services. Forum does not accept referral fees that would increase client fees. The firm does not vote proxies for client securities and does not provide consulting assistance for legal proceedings involving client investments. Forum does not have any financial condition that would prevent meeting contractual commitments to clients.
$7,556,461,609 under management
125 advisors
Fee structure
A percentage of assets under your management
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)
Pension Consulting Services
Hunter Capital Management
Hunter Capital Management, LLC, operating as Hunter Capital Management, is an SEC-registered investment advisor established in April 2020. The firm primarily sponsors the Hunter Capital Management Wrap Fee Program, offering discretionary advisory services to clients with a minimum account size of $500,000. Clients pay an annual fee ranging from 0.5% to 2.0% of the account value, covering custodial services provided by Charles Schwab & Co., Inc. The firm's investment strategy focuses on long-only equities value investing, emphasizing preservation of capital with an adequate return. Additionally, the firm may manage Private Funds with varying investment objectives and strategies. Clients are provided with detailed information on the risks associated with the investment strategies employed. The firm's personnel, including co-founders Robert Perkins and Alec Perkins, have extensive experience in the financial industry and oversee the advisory activities. The firm's compliance policies ensure client interests are prioritized, and personal trading activities are closely monitored. For more information, clients can contact Hunter Capital Management at their Lombard, IL office.
$616,575,407 under management
8 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
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 Lombard, 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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