Top 9 advisors in Wheaton
We’ve curated a list of the best financial advisors in Wheaton, take a look at it below
Find an advisor in Wheaton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $136,984,000,000 | 637 advisors | ||
| 2 | $7,514,377,000 | 385 advisors | ||
| 3 | $600,787,090 | 18 advisors | ||
| 4 | $294,413,584 | 7 advisors | ||
| 5 | $233,248,860 | 8 advisors | ||
| 6 | $90,424,217 | 3 advisors | ||
| 7 | $88,886,233 | 6 advisors | ||
| 8 | $56,366,733 | 2 advisors | ||
| 9 | $21,798,596 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Wheaton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wheaton. 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. First Trust Advisors Lp
Assets under management
$136,984,000,000
Fee structure
A percentage of assets under your management
FIXED FEES PER UNIT (UITS) FOR PORTFOLIO SUPERVISORY SERVICES
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)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
2. Brookstone Capital Management LLC
Assets under management
$7,514,377,000
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
Selection Of Other Advisers
Educational Seminars/workshops
3. Fairhaven Wealth Management, LLC
Assets under management
$600,787,090
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
4. Edge Financial Advisors, LLC
Assets under management
$294,413,584
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based 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)
5. Paulson Wealth Management Inc.
Assets under management
$233,248,860
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
Advisory Consulting And Asset Allocation Services
6. Monetta Financial Services Inc
Assets under management
$90,424,217
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
- Not sure which one to choose?Use our smart matching tool
7. Brookstone Asset Management, LLC
Assets under management
$88,886,233
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
8. Capital Management Group, Inc.
Assets under management
$56,366,733
Fee structure
A percentage of assets under your management
Hourly charges
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)
9. New Hyde Park Asset Management LLC
Assets under management
$21,798,596
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Your first meeting is free.