Top advisors in Burr Ridge
We’ve curated a list of the best financial advisors in Burr Ridge, take a look at it below
Find an advisor in Burr Ridge| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $188,847,759 | 4 advisors | ||
| 2 | $131,963,483 | 11 advisors | ||
| 3 | $73,464,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Burr Ridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burr Ridge. 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. Via Iv Investments, LLC
Assets under management
$188,847,759
Fee structure
A percentage of assets under your management
Performance-based fees
DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS
Services offered
Portfolio Management For Individuals And/or Small Businesses
2. 4wealth Advisors, Inc.
Assets under management
$131,963,483
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SHARES IN THIRD-PARTY ADVISORY FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
3. Golden Trail Advisers
Assets under management
$73,464,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.