Top financial advisors in Swansea, IL
We’ve curated a list of the best financial advisors in Swansea, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$821,517,141
Number of advisors
49 advisors
| $821,517,141 | 49 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 Swansea, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Swansea. 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.
Archford Capital Strategies, LLC
Archford Capital Strategies, LLC is a registered investment advisor established in March 2013, offering customized investment advisory services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm operates as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Archford primarily provides long-term focused investment strategies, utilizing fundamental and technical analysis, asset allocation strategies, and continuous client interaction. The firm may recommend investments in various securities, including independent investment managers, mutual funds, ETFs, individual securities, and more. Clients have the option to place reasonable restrictions on their investments. Archford does not charge performance-based fees and has investment discretion over client accounts. The firm does not accept proxy-voting responsibility and engages a third party for class action related services. Archford encourages clients to perform due diligence and provides access to annual surprise custody examinations conducted by an independent accounting firm. The firm does not have any adverse financial situations that would impair its ability to meet client obligations. Archford does not charge a minimum relationship size but has a minimum annual fee of $2,000. Clients may request more current information at any time by contacting the firm.
$821,517,141 under management
49 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection 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 Swansea, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Swansea. 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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