Top financial advisors in Wilmette, IL
We've curated a list of the best financial advisors in Wilmette, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $240,499,259 Number of advisors 8 advisors | |||
| 2 | Assets under management $46,555,604 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Wilmette, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Resource Financial Group, Ltd.
Resource Financial Group, Ltd. is a financial advisory firm based in Wilmette, Illinois. It currently has approximately $240,499,259 of assets under management and employs about 8 people. Resource Financial Group, Ltd. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
$240,499,259 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Williams Capital Management Company
Williams Capital Management Company is a Registered Investment Adviser founded in 1995 by David H. Williams. The firm specializes in managing investment advisory accounts without investment supervisory services. They offer a complete portfolio management service, suggesting investments and portfolios to clients. The minimum account size is generally $500,000, with management fees based on a percentage of assets under management. The firm's investment advisory services cover various types of securities, including equity securities, corporate debt securities, municipal securities, and more. The firm does not participate in wrap-fee programs and had over $52 million in discretionary assets and over $83 million in non-discretionary assets under management as of December 31, 2024. Clients have the ability to impose restrictions on investments, and the firm does not charge performance-based fees. Williams Capital Management Company primarily serves individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm's investment strategies involve fundamental and cyclical analyses, with long-term and short-term purchases. David H. Williams, the President and sole Principal, has extensive experience in the financial industry and holds a Chartered Financial Analyst designation. The firm operates on a fully discretionary basis, managing investment portfolios with some exceptions. Clients receive regular account reviews and reports, and the firm does not accept authority to vote client securities. David H. Williams has a strong educational background and business experience, with no disciplinary events or additional compensation disclosed.
$46,555,604 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 find the top financial advisors in Wilmette, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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