Top advisors in Schaumburg
We’ve curated a list of the best financial advisors in Schaumburg, take a look at it below
Find an advisor in Schaumburg| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $30,328,476,149 | 3094 advisors | ||
| 2 | $874,508,068 | 152 advisors | ||
| 3 | $93,715,345 | 4 advisors | ||
| 4 | $57,000,000 | 10 advisors | ||
| 5 | $53,846,472 | 0 advisors |
How we came up with this list
To generate our top financial advisors list in Schaumburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Schaumburg. 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. Cetera Investment Advisers LLC
Assets under management
$30,328,476,149
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
2. World Equity Group, Inc.
Assets under management
$874,508,068
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
3. Krd Wealth Management, LLC
Assets under management
$93,715,345
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Monere Wealth Management, Inc.
Assets under management
$57,000,000
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)
Selection Of Other Advisers
5. Cox Financial Group, Ltd.
Assets under management
$53,846,472
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.