Top 7 advisors in Oak Brook
We’ve curated a list of the best financial advisors in Oak Brook, take a look at it below
Find an advisor in Oak Brook1. Jvm Capital L.l.c.
Assets under management
$1,301,500,000
Fee structure
Commissions
Performance-based fees
TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Huizenga Capital Management, LLC
Assets under management
$832,726,216
Fee structure
A percentage of assets under your management
Performance-based fees
% OF COMMITMENT OR CONTRIBUTED CAPITAL, CONTINGENCY, TRANSACTION
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Rock Island Capital
Assets under management
$505,851,000
Fee structure
A percentage of assets under your management
Performance-based fees
SEE SCHEDULE D - MISCELLANEOUS
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Company Management Services
4. Watershed Private Wealth LLC
Assets under management
$183,080,429
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
5. Stonebridge Wealth Management LLC
Assets under management
$181,789,643
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
6. Red Oak Capital Management, Inc.
Assets under management
$85,012,321
Fee structure
A percentage of assets under your management
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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7. Tall Pines Capital, LLC
Assets under management
$18,796,773
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
How we came up with this list
To generate our top financial advisors list in Oak Brook, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oak Brook. 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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