Top 6 advisors in Lisle
We’ve curated a list of the best financial advisors in Lisle, take a look at it below
Find an advisor in Lisle| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,878,726,142 | 17 advisors | ||
| 2 | $2,601,914,674 | 32 advisors | ||
| 3 | $196,247,164 | 5 advisors | ||
| 4 | $181,757,685 | 15 advisors | ||
| 5 | $26,734,453 | 3 advisors | ||
| 6 | $25,283,449 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Lisle, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lisle. 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. Amplify Investments LLC
Assets under management
$3,878,726,142
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
2. Oberweis Asset Management Inc
Assets under management
$2,601,914,674
Fee structure
A percentage of assets under your management
PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
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)
3. Sebold Capital Management, Inc
Assets under management
$196,247,164
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
Educational Seminars/workshops
4. Vantage Point Financial, LLC
Assets under management
$181,757,685
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
Selection Of Other Advisers
5. Guardian Rock Wealth Investment Management, Inc.
Assets under management
$26,734,453
Fee structure
A percentage of assets under your 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)
6. Advyzon Investment Management, LLC
Assets under management
$25,283,449
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.