Top 10 advisors in Illinois
We’ve curated a list of the best financial advisors in Illinois, take a look at it below
Find an advisor in Illinois| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $253,998,164,189 | 193 advisors | ||
| 2 | $184,422,571,256 | 1651 advisors | ||
| 3 | $136,984,000,000 | 637 advisors | ||
| 4 | $104,306,134,650 | 1700 advisors | ||
| 5 | $91,100,458,682 | 45 advisors | ||
| 6 | $47,918,462,411 | 455 advisors | ||
| 7 | $41,035,279,854 | 393 advisors | ||
| 8 | $40,371,149,166 | 383 advisors | ||
| 9 | $38,762,162,820 | 207 advisors | ||
| 10 | $35,773,505,677 | 479 advisors |
How we came up with this list
To generate our top financial advisors list in Illinois, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Illinois. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Invesco Capital Management LLC
Assets under management
$253,998,164,189
Fee structure
A percentage of assets under your management
UNITARY FEES
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Sponsor To The Qqq Trust Series 1 And Sole Member Of Sponsor To Currencyshares Trusts
2. Balyasny Asset Management L.p.
Assets under management
$184,422,571,256
Fee structure
A percentage of assets under your management
Performance-based fees
PASS THROUGH OF CERTAIN EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
3. First Trust Advisors Lp
Assets under management
$136,984,000,000
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 Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
4. Hightower Advisors, LLC
Assets under management
$104,306,134,650
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
RETAINER OR SERVICE FEES OR SOME COMBINATION OF 1, 2, 4, 5 & 7
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Treasury Management For Corporate Clients
5. Lsv Asset Management
Assets under management
$91,100,458,682
Fee structure
A percentage of assets under your management
Performance-based fees
ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provision Of Model Portfolios To Clients Who Are Model Advisers
6. Cibc Private Wealth Advisors, Inc.
Assets under management
$47,918,462,411
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Index Provider
- Not sure which one to choose?Use our smart matching tool
7. Bdt Capital Partners
Assets under management
$41,035,279,854
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Cresset Asset Management, LLC
Assets under management
$40,371,149,166
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Tax Services, Bookkeeping, Financial Reporting, Clerical Assistance In Other Financial Matters
9. Harbor Capital Advisors, Inc.
Assets under management
$38,762,162,820
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Provide Capital Markets Assumptions And Model Portfolios
- Not sure which one to choose?Use our smart matching tool
10. Envestnet Portfolio Solutions, Inc.
Assets under management
$35,773,505,677
Fee structure
A percentage of assets under your management
Subscription fees
Fixed fees
A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' 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)
Selection Of Other Advisers
Your first meeting is free.