AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Illinois > Deerfield

Top Financial Advisors in Deerfield, Illinois

Finding the right financial advisor in Deerfield is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Deerfield, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Deerfield, IL.


Find the Best Financial Advisor Firms in Deerfield:

STRATEGIC WEALTH PARTNERS

CRD#: 174052

RIA

Address: 520 Lake Cook Road Suite 520, Deerfield, IL 60015

Clients: 437

Average Clients per Advisor: 21

AUM: $ 3.0B

Find an Advisor

NADLER FINANCIAL GROUP, INC.

CRD#: 122617

RIA

Address: 155 N. Pfingsten Road Suite 160, Deerfield, IL 60015-4903

Clients: 556

Average Clients per Advisor: 46

AUM: $ 1.3B

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906

RIA

Address: Three Parkway North Suite 500, Deerfield, IL 60015-2567

Clients: 1,264

Average Clients per Advisor: 24

AUM: $ 1.2B

ROBERTS, GLORE & CO.

CRD#: 109792

RIA

Address: 707 Lake Cook Road Suite 210, Deerfield, IL 60015

Clients: 189

Average Clients per Advisor: 37

AUM: $ 714M

E. A. HORWITZ LLC

CRD#: 165561

RIA

Address: 1650 Lake Cook Rd. Suite 190, Deerfield, IL 60015

Clients: 323

Average Clients per Advisor: 23

AUM: $ 195M

AVOCET CAPITAL MANAGEMENT LLC

CRD#: 156261

RIA

Address: 500 Lake Cook Road #350, Deerfield, IL 60015

AUM: $ 106M

How We Chose the Top Financial Advisors in Deerfield, Illinois

To create this list of top financial advisor firms in Deerfield, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Deerfield has to offer.

Search Financial Advisors in Deerfield, Illinois


Name or CRD#
Location:
Firm name (optional)
Vivian Jean Villers

Vivian Jean Villers

IAR
RR
CRD#: 1274388
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Northbrook, IL 60062

Registered Affiliation(s):SPC

Disclosures:
Experience:
41 years
John Bishop Hillman

John Bishop Hillman

IAR
RR
CRD#: 1402846
CFP®: Certified Financial Planner
Location:
Naperville, IL 60563

Registered Affiliation(s):FIDUCIARY FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
40 years
C Michael Reninger

C Michael Reninger

Charles M Reinger, Charles Michael Reninger
IAR
RR
CRD#: 1521789
CFP®: Certified Financial PlannerCPWA®: Certified Private Wealth Advisor
Location:
Lake Zurich, IL 60047

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
40 years
Roch Richard Tranel

Roch Richard Tranel

IAR
RR
CRD#: 1957486
CFP®: Certified Financial Planner
Location:
Libertyville, IL 60048

Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP

Disclosures:
Experience:
36 years
Michael Edward Polan

Michael Edward Polan

Mike Polan
IAR
RR
CRD#: 2020803
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Downers Grove, IL 60515

Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Disclosures:
Experience:
36 years
David Rolland Page

David Rolland Page

IAR
RR
CRD#: 2079913
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Arlington Heights, IL 60004

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
36 years

Latest Blog Articles


Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.