Top financial advisors in St Charles, IL
We've curated a list of the best financial advisors in St Charles, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $326,690,000 Number of advisors 19 advisors | |||
| 2 | Assets under management $140,000,000 Number of advisors 16 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 generate our top financial advisors list in St Charles, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Charles. 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.
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.
Total Clarity Wealth Management, Inc
Total Clarity Wealth Management, Inc is a financial advisory firm based in St. Charles, Illinois. It currently has approximately $326,690,000 of assets under management and employs about 19 people. Total Clarity Wealth Management, Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and per project fees.
$326,690,000 under management
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PER PROJECT FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Advisory Service For Small Business 401k Plans
Chicago Investment Advisory Council, Inc.
Chicago Investment Advisory Council, Inc. is an Illinois corporation that became registered as an investment advisor with the SEC in 2021, having been registered with the State of Illinois Department of Securities from 1997 to 2021. The firm's founder, John E. Davis, Sr., serves as the managing principal and Chief Compliance Officer. CIAC offers investment advisory services on a discretionary and non-discretionary basis to various clients, including individuals, high net worth individuals, corporations, trusts, charitable organizations, and more. The firm provides services such as initial consultation, portfolio review, financial planning, active asset management, educational workshops, and retirement plan consulting. CIAC primarily employs fundamental, technical, and cyclical analysis in its investment strategies, focusing on asset allocation, long-term purchases, short-term purchases, and options. The firm charges asset-based fees ranging from 1.00% to 2.00% annually for discretionary accounts and 0.50% to 1.50% for non-discretionary accounts. Hourly fees range from $150 to $250 per hour, and fixed fees range from $100 to $2,500. CIAC does not engage in performance-based fees, side-by-side management, or proxy voting for clients. The firm does not have custody of client funds and maintains a Code of Ethics to ensure client interests are prioritized. Client information is kept confidential, and CIAC does not sell client information. The firm may share information with vendors and its broker-dealer, J.W. Cole Financial, for account servicing purposes. Clients are provided with regular account reviews, and CIAC does not have any disciplinary information to disclose.
$140,000,000 under management
16 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
Pension Consulting Services
Educational Seminars/workshops
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 generate our top financial advisors list in St Charles, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Charles. 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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