Top financial advisors in Woodridge, IL
We've curated a list of the best financial advisors in Woodridge, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $99,522,301 Number of advisors 3 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 Woodridge, 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.
Liberty Asset Management, Inc.
Liberty Asset Management, Inc. DBA Ternary Advisory Group, established in May 2005, is a Registered Investment Adviser offering portfolio investment advice and supervisory services on a discretionary and non-discretionary basis. The firm caters to individuals, pension and profit sharing plans, and corporate and trust accounts, managing accounts based on client objectives such as capital appreciation, income, growth, or preservation. Liberty's services include establishing investment allocations, monitoring and adjusting allocations, and evaluating account performance. The firm focuses on financial planning areas like tax management, estate planning, retirement, and investment education. Liberty primarily advises on open-end mutual funds and exchange-traded funds, without participating in wrap fee programs or proxy voting. Clients are charged annual fees based on a tiered schedule ranging from 0.50% to 1.35% of assets under management, billed monthly or quarterly. Liberty does not charge performance-based fees and uses fundamental and technical analysis, including Modern Portfolio Management theory, to formulate investment strategies. The firm does not have disciplinary information and acts as a fiduciary under ERISA and the IRC. Liberty does not engage in agency cross transactions and does not vote client securities. Clients have the option to terminate the advisory agreement within five working days without loss of fees. Liberty maintains client confidentiality and safeguards non-public personal information.
$99,522,301 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Woodridge, 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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