Top 9 advisors in Evanston
We’ve curated a list of the best financial advisors in Evanston, take a look at it below
Find an advisor in Evanston| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $24,733,045,065 | 190 advisors | ||
| 2 | $1,235,711,134 | 15 advisors | ||
| 3 | $1,161,344,618 | 14 advisors | ||
| 4 | $883,053,058 | 33 advisors | ||
| 5 | $338,827,234 | 6 advisors | ||
| 6 | $330,970,000 | 3 advisors | ||
| 7 | $215,026,683 | 5 advisors | ||
| 8 | $130,993,235 | 80 advisors | ||
| 9 | $112,385,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Evanston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Evanston. 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. Magnetar Financial LLC
Assets under management
$24,733,045,065
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
EXPENSE PASS-THROUGH
Services offered
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
2. Romano Wealth Management
Assets under management
$1,235,711,134
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Industrial Opportunity Partners, LLC
Assets under management
$1,161,344,618
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Fidus Investment Advisors, LLC
Assets under management
$883,053,058
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
5. Zimmerman Wealth Management, LLC
Assets under management
$338,827,234
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)
6. Lfl Advisers, LLC
Assets under management
$330,970,000
Fee structure
A percentage of assets under your management
Performance-based fees
PERFORMANCE-BASED PROFIT ALLOCATION
Services offered
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)
- Not sure which one to choose?Use our smart matching tool
7. Pluscios Management LLC
Assets under management
$215,026,683
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Portfolio Management For Funds Of Hedge Funds
8. Magnetar Asset Management LLC
Assets under management
$130,993,235
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
9. Shorepath Capital Management LLC
Assets under management
$112,385,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Your first meeting is free.