Top financial advisors in Palatine, IL
We've curated a list of the best financial advisors in Palatine, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $202,979,713 Number of advisors 6 advisors | |||
| 2 | Assets under management $103,100,000 Number of advisors 2 advisors | |||
| 3 | Assets under management $41,000,000 Number of advisors 2 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 Palatine, 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.
Detterbeck Wealth Management
Detterbeck Wealth Management is a financial advisory firm based in Palatine, Illinois. It currently has approximately $202,979,713 of assets under management and employs about 6 people. Detterbeck Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$202,979,713 under management
6 advisors
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
Von Holt Financial Advisors, Inc.
Von Holt Financial Advisors, Inc. is a financial advisory firm based in Palatine, Illinois. It currently has approximately $103,100,000 of assets under management and employs about 2 people. Von Holt Financial Advisors, Inc. uses a fee structure of and a percentage of assets under your management.
$103,100,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Locke Financial Services, Inc.
Locke Financial Services, Inc. is led by Denzil Alan Locke, who has been in the financial industry since 1993. He holds a Master of Business Administration from Clarkson University and a Bachelor of Science in Chemistry from Waterloo University. Locke Financial Services specializes in investment advisory services, with Mr. Locke serving as the President and Investment Adviser Representative since 2016. The firm's investment strategies are not explicitly outlined in the brochure. Clients considering Locke Financial Services should note that Mr. Locke has a disciplinary history involving a customer dispute and a regulatory issue with the Illinois Secretary of State Securities Department. Additionally, Mr. Locke offers tax preparation services, creating a potential conflict of interest, although clients are not obligated to use these services. Mr. Locke is also a licensed insurance agent but is not currently active in the insurance business. Regarding investment discretion, the brochure does not specify the level of control clients have over their investments. The firm's fee structure, minimum initial investment, or account size requirements are not provided in the brochure. It is important to note that Mr. Locke is the President of the firm and does not have a supervisor. For potential clients interested in Craig James Freund, an Investment Adviser Representative at Locke Financial Services, he holds a Bachelor of Science degree in Finance from the University of Iowa. Mr. Freund does not have any legal or disciplinary events to disclose and is supervised by Mr. Locke. The brochure does not detail the firm's investment strategies or specific terms such as fees, minimum investments, or fiduciary status.
$41,000,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
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 Palatine, 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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