Top financial advisors in Park Ridge, IL
We’ve curated a list of the best financial advisors in Park Ridge, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$117,585,753
Number of advisors
3 advisors
| $117,585,753 | 3 advisors | |
| 2 |
Assets under management
$113,068,809
Number of advisors
5 advisors
| $113,068,809 | 5 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 Park Ridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Park Ridge. 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.
Tetley Investments, LLC
Tetley Investments, LLC is an independent asset management and financial planning firm established in June 2012. The firm offers investment advisory services to individuals, high-net-worth individuals, pension and profit sharing plans, corporations, charitable organizations, and trusts. Tetley provides discretionary asset management services where clients grant limited power of attorney for securities transactions. Financial planning services include income tax planning, retirement planning, estate planning, insurance review, and asset allocation strategies. Tetley charges an asset-based fee starting at 1.00% for accounts with no minimum size requirement. Financial planning fees are $250 per hour. Clients receive monthly or quarterly account statements from the custodian. Tetley does not participate in wrap fee programs and had $155,957,069 of discretionary assets under management as of December 31, 2024. The firm does not charge performance-based fees and does not have any disciplinary history. Tetley exercises investment discretion with client authorization and does not vote proxies on behalf of clients. The firm has no financial conditions impairing its ability to meet client commitments and has not filed any bankruptcy petitions in the past ten years.
$117,585,753 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshopsThe Invictus Collective, LLC
The Invictus Collective, LLC is a registered investment adviser based in Park Ridge, IL, offering financial planning, consulting, and investment management services since May 2021. The firm provides a range of services, including business planning, retirement planning, risk management, and investment consulting. Clients have discretion over decisions and are not obligated to act upon recommendations. The firm primarily allocates client assets among various investment options and independent managers based on individual objectives. The Invictus Collective may charge an annual fee ranging from 0.10% to 2.00% based on assets under management. The firm may also charge performance-based fees for qualified clients. The firm has not been involved in any legal or disciplinary events. The Invictus Collective recommends the use of National Financial Services LLC and Fidelity Brokerage Services LLC for client transactions. The firm receives support from Fidelity, which includes administrative support, software, and other services. The firm does not accept proxy voting authority for client securities. The Invictus Collective does not disclose financial information as it does not require prepayment exceeding $1,200, has a stable financial condition, and has not been subject to bankruptcy. Clients are encouraged to review account statements and reports provided by the firm and custodians. The firm does not compensate third-party solicitors for client referrals. The Invictus Collective has custody of client funds and securities, and clients may authorize wire transfers through a Standing Letter of Authorization. The firm exercises investment discretion for some clients and does not vote client securities.
$113,068,809 under management
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection 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 Park Ridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Park Ridge. 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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