Top 9 advisors in Downers Grove
We’ve curated a list of the best financial advisors in Downers Grove, take a look at it below
Find an advisor in Downers Grove| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $253,998,164,189 | 193 advisors | ||
| 2 | $5,640,124,888 | 25 advisors | ||
| 3 | $2,569,000,000 | 104 advisors | ||
| 4 | $1,815,268,587 | 25 advisors | ||
| 5 | $831,149,000 | 5 advisors | ||
| 6 | $481,067,168 | 14 advisors | ||
| 7 | $161,000,000 | 4 advisors | ||
| 8 | $109,989,488 | 7 advisors | ||
| 9 | $81,910,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Downers Grove, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Downers Grove. 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. Invesco Investment Advisers LLC
Assets under management
$5,640,124,888
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
3. Highpoint Planning Partners
Assets under management
$2,569,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
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)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
4. Capstone Financial Advisors Inc
Assets under management
$1,815,268,587
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FIXED QUARTERLY RETAINERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
5. Feldman, Ingardona & Co
Assets under management
$831,149,000
Fee structure
A percentage of assets under your management
Fixed fees
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
6. Vertex Partners
Assets under management
$481,067,168
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
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)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Bentley Financial Group
Assets under management
$161,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Arbor Financial Services, LLC
Assets under management
$109,989,488
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
WRAP FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. Stabile Investment Management
Assets under management
$81,910,000
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.