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)
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 registered
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 registered
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 registered
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 registered
Kenneth Ray Weigand

Kenneth Ray Weigand

Kenneth R Weigand
IAR
RR
CRD#: 1437734
CFP®: Certified Financial Planner
Location:
Barrington, IL 60010

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
40 years registered
David Nathan Navarro

David Nathan Navarro

IAR
RR
CRD#: 1527259
CFP®: Certified Financial Planner
Location:
Oakbrook, IL 60523

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
40 years registered
Lisa Palmer Dickholtz

Lisa Palmer Dickholtz

Lisa Ann Demarco, Lisa Ann Dickholtz, Lisa Ann Palmer
IAR
RR
CRD#: 1644988
CFP®: Certified Financial Planner
Location:
Northbrook, IL 60062

Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.

Disclosures:
Experience:
39 years registered
Roger Craig Smithberg

Roger Craig Smithberg

IAR
RR
CRD#: 2035554
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Chicago, IL 60604

Registered Affiliation(s):SANCTUARY ADVISORS, LLC

Disclosures:
Experience:
36 years registered
Jack Peter Cannata

Jack Peter Cannata

IAR
RR
CRD#: 2300894
CFP®: Certified Financial Planner
Location:
Roselle, IL 60172

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
33 years registered
Roger Gerard Stewart

Roger Gerard Stewart

IAR
RR
CRD#: 1771420
CFP®: Certified Financial Planner
Location:
Chicago, IL 60606

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
38 years registered
Christopher Daniel Larrabee

Christopher Daniel Larrabee

IAR
RR
CRD#: 1797146
CFP®: Certified Financial Planner
Location:
Wheaton, IL 60187-4547

Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.

Disclosures:
Experience:
38 years registered
Robert Alan Strobel

Robert Alan Strobel

Robert Strobel
IAR
RR
CRD#: 1797117
CFP®: Certified Financial Planner
Location:
St. Charles, IL 60174

Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.

Disclosures:
Experience:
38 years registered
William Anthony Maniscalco

William Anthony Maniscalco

Bill Maniscalco, William A Maniscalco
IAR
RR
CRD#: 2071688
CFP®: Certified Financial Planner
Location:
Highland Park, IL 60035-3255

Registered Affiliation(s):MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Disclosures:
Experience:
35 years registered
Laurie P Barry

Laurie P Barry

Laurie Ann Pascarella
IAR
RR
CRD#: 1979987
CFP®: Certified Financial Planner
Location:
Chicago, IL 60606

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
37 years registered
Michael Adrian Porrey

Michael Adrian Porrey

Michael Porrey
IAR
RR
CRD#: 2497850
CFP®: Certified Financial Planner
Location:
Chicago, IL 60602

Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC

Disclosures:
Experience:
32 years registered
Carol Lee Passalaqua

Carol Lee Passalaqua

IAR
RR
CRD#: 2249855
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Deerfield, IL 60015

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
34 years registered
Brian Arthur Magnan

Brian Arthur Magnan

IAR
RR
CRD#: 2260075
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Chicago, IL 60606

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
34 years registered
Sam J Valeo

Sam J Valeo

Sam J Valeo
IAR
RR
CRD#: 2173465
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Oak Brook, IL 60523

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
34 years registered
Ann Bodenheimer Fleming

Ann Bodenheimer Fleming

IAR
RR
CRD#: 2092935
CFP®: Certified Financial Planner
Location:
Schaumburg, IL 60173

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
36 years registered
Michael Jon Lantz

Michael Jon Lantz

Mike Lantz
IAR
RR
CRD#: 2099896
CFP®: Certified Financial Planner
Location:
Naperville, IL 60563

Registered Affiliation(s):LANTZ FINANCIAL LLC

Disclosures:
Experience:
36 years registered
Darren Allen Golde

Darren Allen Golde

Darren Golde
IAR
RR
CRD#: 1556142
CIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Deerfield, IL 60015

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
40 years registered
Brett Daniel White

Brett Daniel White

IAR
RR
CRD#: 2106281
CFP®: Certified Financial Planner
Location:
Oakbrook Terrace, IL 60181-4474

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Nancy Georgi Free

Nancy Georgi Free

Nancy Ann Free, Nancy G Free, Nancy A Georgi, Nancy Ann Georgi
IAR
RR
CRD#: 2119858
CFP®: Certified Financial Planner
Location:
Chicago, IL 60661

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
35 years registered
Sally K Blume-kelly

Sally K Blume-kelly

Sally K Blume, Sally Blume, Sally Blume-Kelly, Sally Kay Blumeeskins, Sally K Blumeiwert, Sally Blume Eskins, Sally K Iwertblume, Sally Kay Kelly
IAR
RR
CRD#: 2146869
CFP®: Certified Financial Planner
Location:
Chicago, IL 60606

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
35 years registered

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