Top financial advisors in Orland Park, IL
We’ve curated a list of the best financial advisors in Orland Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$249,201,844
Number of advisors
6 advisors
| $249,201,844 | 6 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.
Methodology
To generate our top financial advisors list in Orland 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 Orland 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.
Ofm Wealth
OFM Wealth, established in 1982, is a registered investment adviser based in Orland Park, IL. The firm specializes in providing financial planning and investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, insurance companies, and corporations. They offer services such as risk tolerance assessment, retirement feasibility studies, income tax planning, estate analysis, and more. OFM operates as a fiduciary, acting in the best interests of clients under the Investment Advisers Act of 1940. The firm manages approximately $310.5 million in assets, with $297.7 million under discretionary management. Clients can expect to pay hourly fees ranging from $200 to $400 for financial planning services and annual fees between 0.50% to 1.35% of household assets for ongoing financial planning and investment advisory services. OFM provides both discretionary and non-discretionary asset management, tailoring services to individual client needs. The firm does not engage in performance-based fees or side-by-side management. Clients have the option to direct brokerage and may be recommended to custody assets with Pershing Advisor Solutions LLC. OFM's Investment Policy Committee oversees investment strategies, ensuring alignment with client objectives. The firm maintains a Code of Ethics, emphasizing transparency and client interests. OFM does not receive economic benefits for client referrals and does not vote proxies on behalf of clients.
$249,201,844 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection 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.
Methodology
To generate our top financial advisors list in Orland 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 Orland 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.
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