Top 9 financial advisors in Wheaton, IL
We’ve curated a list of the best financial advisors in Wheaton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$136,984,000,000
Number of advisors
637 advisors
| $136,984,000,000 | 637 advisors | |
| 2 |
Assets under management
$7,514,377,000
Number of advisors
385 advisors
| $7,514,377,000 | 385 advisors | |
| 3 |
Assets under management
$600,787,090
Number of advisors
18 advisors
| $600,787,090 | 18 advisors | |
| 4 |
Assets under management
$294,413,584
Number of advisors
7 advisors
| $294,413,584 | 7 advisors | |
| 5 |
Assets under management
$233,248,860
Number of advisors
8 advisors
| $233,248,860 | 8 advisors | |
| 6 |
Assets under management
$90,424,217
Number of advisors
3 advisors
| $90,424,217 | 3 advisors | |
| 7 |
Assets under management
$88,886,233
Number of advisors
6 advisors
| $88,886,233 | 6 advisors | |
| 8 |
Assets under management
$56,366,733
Number of advisors
2 advisors
| $56,366,733 | 2 advisors | |
| 9 |
Assets under management
$21,798,596
Number of advisors
10 advisors
| $21,798,596 | 10 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 Wheaton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wheaton. 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.
First Trust Advisors Lp
First Trust Advisors Lp is a financial advisory firm based in Wheaton, Illinois. It currently has approximately $136,984,000,000 of assets under management and employs about 637 people. First Trust Advisors Lp uses a fee structure of a percentage of assets under your management and fixed fees per unit (uits) for portfolio supervisory services.
$136,984,000,000 under management
637 advisors
Fee structure
A percentage of assets under your management
FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio 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 AdvisersPublication Of Periodicals Or NewslettersBrookstone Capital Management LLC
Brookstone Capital Management LLC is a financial advisory firm based in Wheaton, Illinois. It currently has approximately $7,514,377,000 of assets under management and employs about 385 people. Brookstone Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$7,514,377,000 under management
385 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 BusinessesSelection Of Other AdvisersEducational Seminars/workshopsFairhaven Wealth Management, LLC
Fairhaven Wealth Management, LLC is a financial advisory firm based in Wheaton, Illinois. It currently has approximately $600,787,090 of assets under management and employs about 18 people. Fairhaven Wealth Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and commissions.
$600,787,090 under management
18 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersEdge Financial Advisors, LLC
Edge Financial Advisors, LLC, based in Wheaton, Illinois, has been providing investment advisory services since 2005. The firm offers investment supervisory services on a fee basis, with clients required to enter into written agreements outlining the terms. Clients have the option of discretionary or non-discretionary management, with EFA primarily recommending the use of Fidelity Investments or Charles Schwab for brokerage and clearing services. EFA may also recommend third-party money managers for certain clients. The firm provides financial planning services covering various areas such as cash flow, tax planning, and retirement planning. EFA manages over $374 million on a discretionary basis and over $4 million on a non-discretionary basis. Fees are charged based on a percentage of assets under management, with additional fees for performance-based services. EFA does not vote client securities and does not provide custody of client assets. The firm maintains strict privacy policies and safeguards to protect clients' information. For further details or inquiries, contact Ed Meek at (630) 221-1000.
$294,413,584 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based 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)Paulson Wealth Management Inc.
Paulson Wealth Management Inc. is a registered investment adviser with offices in Wheaton, Illinois, and Saint Cloud, Florida. Established in 2009, the firm offers individualized investment advice through its Comprehensive Portfolio Management service and general investment advice through Financial Planning and Consulting services. The firm's investment strategies include a disciplined covered call writing strategy for equity portfolios and a focus on risk-adjusted returns for balanced portfolios. Clients can expect regular account reviews and rebalancing, with a minimum initial investment of $1,000,000 for financial planning or portfolio management services. Fees for Comprehensive Portfolio Management are based on a percentage of assets under management, with rates ranging from 1.50% to 0.25%. Financial planning and consulting services are offered at a non-negotiable hourly rate of $350 or a flat fee basis. The firm's Code of Ethics ensures that all transactions are conducted in the best interest of clients, and proxy voting is done in the best interest of plan beneficiaries. Paulson Wealth Management does not have any material financial interests in client transactions beyond providing investment advice. Clients can request a copy of the firm's full Code of Ethics and proxy voting policies for further details.
$233,248,860 under management
8 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersAdvisory Consulting And Asset Allocation ServicesMonetta Financial Services Inc
Monetta Financial Services Inc is a financial advisory firm based in Wheaton, Illinois. It currently has approximately $90,424,217 of assets under management and employs about 3 people. Monetta Financial Services Inc uses a fee structure of and a percentage of assets under your management.
$90,424,217 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesBrookstone Asset Management, LLC
Brookstone Asset Management, LLC is a financial advisory firm based in Wheaton, Illinois. It currently has approximately $88,886,233 of assets under management and employs about 6 people. Brookstone Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
$88,886,233 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesCapital Management Group, Inc.
Michael D. Green, the Portfolio Manager and President of Capital Management Group, Inc. since its establishment in 2000, holds a degree in Business Administration from Illinois State University. With no disclosed disciplinary events, Mr. Green previously served as President of an accounting firm before retiring in late 2013. He receives compensation solely from Capital Management Group, Inc. and is responsible for his own supervision as an owner of the firm. Mr. Green has no bankruptcy history or additional reportable disciplinary incidents. Clients can access further information about him via the SEC's website using his CRD number 2567882. For those seeking financial advisory services, this summary provides insight into the background and experience of Michael D. Green, ensuring transparency and clarity in the firm's operations.
$56,366,733 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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)New Hyde Park Asset Management LLC
New Hyde Park Asset Management LLC is a financial advisory firm based in Wheaton, Illinois. It currently has approximately $21,798,596 of assets under management and employs about 10 people. New Hyde Park Asset Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$21,798,596 under management
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesSelection 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 Wheaton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wheaton. 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.
Your first meeting is free.