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Portfolio Size of 100K and above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Evanston
has
6
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
3
non-vetted advisors in your local area. These financial advisors in
Evanston, Illinois
have an average of
18
years of experience.
NOTE: The list of financial
advisors in
Evanston, Illinois
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Evanston, Illinois.
| Qualified Financial Advisors in Evanston, Illinois | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| David Steger
CFP®, CFA® THE ADVISORYONE GROUP 200 West Adams Street Suite 2450, Chicago, IL 60606 |
12 | Not Specified | Not Specified | Fee-Based |
| Jim Hagedorn
CFA® CHICAGO PARTNERS 1 N. Wacker Dr., Chicago, IL 60606 |
29 | Not Specified | $500K | Fee-Only |
| Allworth Financial
AIF®, BFA", CDFA", RFC® ALLWORTH FINANCIAL 2610 Lake Cook Road Suite 250, Riverwoods, IL 60015 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
| Personal Capital
PERSONAL CAPITAL ---, Chicago, IL 60601 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
| Christopher Barberini
LAKESHORE CAPITAL GROUP 1811 Hicks Rd. Suite A, Rolling Meadows, IL 60008 |
11 | $35,000,000 | $400,000 | Fee-Only |
| Timothy Creath
QKA, CLU®, ChFC® CREATH FINANCIAL SERVICES 903 Sienna Drive, Schaumburg, IL 60193 |
30 | $5,000,000 | $50,000 | Fee-Based |
Qualifications
CRD# 5951596
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
200 West Adams Street Suite 2450,
Chicago,
IL
60606
Phone Number
312-819-2403
David's practice provides thoughtful, customized and transparent strategies by developing an in-depth understanding of each client's unique financial needs. He focuses on portfolio management and comprehensive financial planning to help his clients pursue their financial goals through the creation and implementation of a thorough and realistic financial plan. His clients broadly range from early career to current retirees. David has been around investing and financial planning his entire life. His grandfather started the practice in 1948, his father succeeded him in 1976, and today he continues the family legacy. He earned his Master's degree in finance from the University of Notre Dame, graduating Magna Cum Laude with an emphasis in investments. He holds a Bachelor's degree in Economics from the University of Michigan. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER® professional.
The AdvisoryOne Group is an experienced financial services firm focused on goal pursuit through concierge services for an engaged clientele. We accomplish our vision by remaining true to our values. We strive to make the ideal real, while recognizing the certainty of change in the lifetimes of our clients, ourselves, and our firm.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 4583528
Firm CRD# 147662
Compensation/Fee Fee-Only
Office Location
1 N. Wacker Dr.,
Chicago,
IL
60606
Phone Number
312-375-3282
Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience. With 23 investment professionals managing over $1.9 billion for 650+ clients, our team specializes in optimizing each dimension of our distinguished clients' wealth. Our clients include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes: - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial Plans - The Fiduciary Relationship Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified individuals, each focused on optimizing a specific dimension of the client's wealth. Each client's plan is customized to meet their unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
2610 Lake Cook Road Suite 250,
Riverwoods,
IL
60015
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
---,
Chicago,
IL
60601
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.
Advisory Services Provided:Portfolio Management, Wealth Management
Qualifications
CRD# 5969705
Firm CRD# 112294
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
1811 Hicks Rd. Suite A,
Rolling Meadows,
IL
60008
Phone Number
847-701-0400
Chris Barberini, the Director of Wealth Management at Lakeshore Capital Group, has worked with clients for over a decade to tailor financial plans that not only help maximize their money now, but also in the future. Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations. Chris has knowledge in wealth management, specifically, investment consultation, equity compensation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 65 registration as well as a life and health insurance license. Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.
We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way. We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2245517
Firm CRD# 152665
Series 6, 63, 65
Compensation/Fee Fee-Based, Flat Fee
Office Location
903 Sienna Drive,
Schaumburg,
IL
60193
Phone Number
224-353-3328
I grew up about 30 miles southwest of St Louis, Mo. After high school, I went to IIT on an NROTC scholarship. After graduation in 1971, I went to flight school in Pensacola, FL. After flight training, I was designated as a Naval Flight Officer,and served with the World Famous Hurricane Hunters, had two tours of duty with anti-submarine squadrons, went to graduate school, served 2 tours of duty as an executive officer, and was the director of a Navy/Marine Corps school, before retiring in June of 1991. We moved to Schaumburg, IL, and I began my career in the financial services industry. I work with individuals and privately held companies, assisting them with their insurance and investment needs. I establish mutually beneficial long term relationships with my clients. I have 3 advanced designations.
I help you with your investment and insurance needs. I am an independent; I don't have any products or services that I have to sell. I don't charge for my time, or any of the reports that I do for you. Your agenda is my agenda. I look at my business as a relationship business, so I try to establish a mutually beneficial relationship with you so that we can work together through the years and make sure that your plans keep up with the changes in your life. I have been in the business for over 30 years and have 3 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Qualified Kingdom Advisor (QKA).
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Evanston, Illinois (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| MAGNETAR FINANCIAL LLC
1603 Orrington Avenue , 13th Floor, Evanston, IL 60201 |
$29,448,103,760 | 95 |
A percentage of AUM Performance Based Other (EXPENSE PASS-THROUGH) |
| EVANSTON CAPITAL MANAGEMENT, LLC
1560 Sherman Avenue, Suite 960, Evanston, IL 60201-4811 |
$4,747,864,246 | 12 |
A percentage of AUM Performance Based |
| INDUSTRIAL OPPORTUNITY PARTNERS, LLC
1603 Orrington Avenue , Suite 700, Evanston, IL 60201 |
$1,396,525,675 | 3 |
A percentage of AUM Performance Based |
| ROMANO WEALTH MANAGEMENT
1560 Sherman Avenue , Ste 1300, Evanston, IL 60201 |
$1,254,161,873 | 1793 |
A percentage of AUM Fixed fees |
| SILVER OAK SERVICES PARTNERS,LLC
1560 Sherman Ave, Suite 1200, Evanston, IL 60201-4811 |
$1,158,204,346 | 7 |
A percentage of AUM Performance Based |
| NINE TEN CAPITAL MANAGEMENT
1603 Orrington Avenue , Suite 1650, Evanston, IL 60201 |
$1,078,097,922 | 1 |
A percentage of AUM Performance Based |
| FIDUS INVESTMENT ADVISORS, LLC
1603 Orrington Ave , Suite 1005, Evanston, IL 60201 |
$736,442,341 | 2 |
A percentage of AUM Performance Based |
| GRYPHON ADVISORS, LLC
1578 Sherman Avenue, Evanston, IL 60201 |
$499,920,650 | 1493 |
A percentage of AUM Hourly charges Fixed fees |
| LFL ADVISERS, LLC
1560 Sherman Ave , Suite 530, Evanston, IL 60201 |
$396,572,000 | 2 |
A percentage of AUM Performance Based Other (PERFORMANCE-BASED PROFIT ALLOCATION) |
| MAGNETAR ASSET MANAGEMENT LLC
1603 Orrington Avenue, 13th Floor, Evanston, IL 60201 |
$381,487,541 | 2 |
A percentage of AUM Performance Based |
| ZIMMERMAN WEALTH MANAGEMENT, LLC
500 Davis Street , Suite 1005, Evanston, IL 60201 |
$340,368,042 | 649 |
A percentage of AUM Fixed fees |
| PLUSCIOS MANAGEMENT LLC
1603 Orrington Ave , Suite 750, Evanston, IL 60201-3844 |
$228,071,357 | 6 |
A percentage of AUM Performance Based |
| LIND CAPITAL PARTNERS
500 Davis Center, Suite 1004, Evanston, IL 60201 |
$101,875,021 | 22 |
A percentage of AUM Performance Based |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Edward Jones Inquire with Edward |
1007 Church St, Suite 300, Evanston, IL 60201 | 847-328-7853 |
| Edward Jones Inquire with Edward |
500 Davis St, Suite 503, Evanston, IL 60201 | 847-864-1291 |
| Edward Jones Inquire with Edward |
2935 Central Street, Suite B, Evanston, IL 60201 | 847-869-4242 |
Grow your AUM with pre-qualified leads!
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