Top financial advisors in Westchester, IL
We’ve curated a list of the best financial advisors in Westchester, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$269,405,414
Number of advisors
6 advisors
| $269,405,414 | 6 advisors | |
| 2 |
Assets under management
$61,530,482
Number of advisors
1 advisors
| $61,530,482 | 1 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 Westchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westchester. 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.
Prairie Sky Financial Group
Prairie Sky Financial Group (PSFG) is an investment adviser registered with the SEC, located in Lake Bluff, IL. Established in 2024, the firm specializes in managing assets on a discretionary and non-discretionary basis for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and more. Acting as a fiduciary, PSFG always prioritizes clients' best interests, offering a service-oriented practice with open communication. The firm's wrap fee program allows clients to pay a single fee for investment advisory services and custodial transaction costs. PSFG absorbs client transaction fees, incentivizing the limitation of trading activities in client accounts. The annual fee for investment advice ranges from 0.8% to 1.75%, with fees negotiable based on factors like asset amount and complexity of the portfolio. PSFG's investment strategies include asset management, financial planning, and consulting, utilizing various securities like ETFs, mutual funds, individual stocks, bonds, and options. The firm conducts regular client meetings to understand financial goals, risk tolerance, and proposes tailored investment approaches. PSFG's investment philosophy involves fundamental and technical analysis, asset allocation, and active trading strategies. The firm's Code of Ethics ensures that personal investment transactions of employees align with client interests. PSFG does not exercise discretion in client accounts without written authorization. The firm recommends the custodial services of LPL Financial LLC and provides best execution through bunched trading. PSFG does not receive compensation beyond disclosed fees and commissions. The firm does not have financial conditions impairing its obligations to clients and has not been subject to bankruptcy proceedings.
$269,405,414 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshopsMcculley Financial Group, LLC
McCulley Financial Group, LLC, established in 2010 by Kortney R. McCulley, offers personalized financial planning and investment management services to individuals, trusts, and small businesses. The firm focuses on financial goal determination, cash flow management, tax planning, and investment management. MFG operates as a fee-based firm, not selling commissioned products like annuities or insurance. The firm manages client assets totaling $153,136,643, with both discretionary and non-discretionary services available. Clients can expect a range of fees based on assets under management, with additional hourly charges for extra services. MFG does not participate in wrap fee programs and does not charge a minimum account size. Investment strategies involve fundamental, technical, and cyclical analysis, with risks including interest-rate, market, and liquidity risks. Kortney McCulley, the managing member, holds various industry designations and has affiliations with insurance and technology ventures. The firm's investment discretion allows for both discretionary and non-discretionary management, with clients having the option to place restrictions on investments. Clients are responsible for voting proxies on securities held in their accounts. McCulley Financial Group, LLC does not receive economic benefits from external sources and does not compensate for client referrals. Kortney McCulley oversees all aspects of the firm's operations and can be contacted for further information.
$61,530,482 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
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 Westchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westchester. 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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