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Top advisors in Westchester

Top advisors in Westchester

We’ve curated a list of the best financial advisors in Westchester, take a look at it below

Find an advisor in Westchester
# Financial advisor Assets under management Number of advisors
1 $269,405,414 6 advisors
2 $61,530,482 1 advisors

How we came up with this list

To generate our top financial advisors list in Westchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westchester. 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.

  • Prairie Sky Financial Group

    Prairie Sky Financial Group is a financial advisory firm based in Westchester, Illinois. It currently has approximately $269,405,414 of assets under management and employs about 6 people. Prairie Sky Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $269,405,414

    Headcount

    6 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-79948

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Educational Seminars/workshops

    See full profile

    Meet the advisor

    2205 Enterprise Drive,
    Suite 515,
    Westchester,
    Illinois,
    60154

  • Mcculley Financial Group, LLC

    Mcculley Financial Group, LLC is a financial advisory firm based in Westchester, Illinois. It currently has approximately $61,530,482 of assets under management and employs about 1 people. Mcculley Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $61,530,482

    Headcount

    1 advisor

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-129527

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    See full profile

    Meet the advisor

    2 Westbrook Corporate Center,
    Suite 220,
    Westchester,
    Illinois,
    60154

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