Top financial advisors in Winnetka, IL
We’ve curated a list of the best financial advisors in Winnetka, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$338,124,046
Number of advisors
6 advisors
| $338,124,046 | 6 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 Winnetka, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Winnetka. 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.
Hartline Investment Corporation
Hartline Investment Corporation is an SEC-registered investment adviser established in 1990, located in Winnetka, IL. The firm offers Investment Supervisory Services (ISS) and Individual Portfolio Management, managing client funds based on individual needs and objectives. Clients have the option for discretionary or non-discretionary account management. The firm's investment recommendations cover a wide range of securities, including exchange-listed securities, mutual fund shares, and options contracts. As of 12/31/2024, the firm actively managed over $615 million of clients' assets on a discretionary basis. Fees for ISS are charged as a percentage of assets under management, with a minimum fee requirement. The firm's fee schedule is negotiable based on client circumstances. Hartline Investment Corporation acts as a fiduciary for ER/SA accounts, adhering to specific duties and obligations under ERISA and the Internal Revenue Code. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. Clients receive quarterly reports summarizing account performance and holdings. The firm does not engage solicitors or accept compensation for client referrals. Hartline Investment Corporation does not have custody of client accounts and provides discretionary asset management services. The firm votes proxies for client securities, but clients have the option to vote proxies themselves. Hartline Investment Corporation has no financial conditions that would impair meeting contractual obligations.
$338,124,046 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio 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)
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 Winnetka, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Winnetka. 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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