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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

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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)
Margret Helen Schrant

Margret Helen Schrant

Margret Helen Stockinger
IAR
RR
CRD#: 2542684
Location:
Schaumburg, IL 60173

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

Disclosures:
Experience:
32 years registered
Cheryl Lynn Dial

Cheryl Lynn Dial

Cheri Dial
IAR
RR
CRD#: 2441432
Location:
Itasca, IL 60143

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Sean S Cooper

Sean S Cooper

Sean Cooper
IAR
RR
CRD#: 4817189
CFP®: Certified Financial Planner
Location:
Chicago, IL 60631

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
22 years registered
James Albert Kingsley

James Albert Kingsley

James Kingsley
IAR
RR
CRD#: 4746599
CFP®: Certified Financial Planner
Location:
Oak Park, IL 60302

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
22 years registered
Todd Daniel Hamilton

Todd Daniel Hamilton

IAR
RR
CRD#: 2502449
Location:
Chicago, IL 60661

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

Disclosures:
Experience:
32 years registered
Douglas Stewart Brown

Douglas Stewart Brown

IAR
CRD#: 2817678
CFP®: Certified Financial Planner
Location:
Chicago, IL 60606

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
30 years registered
Judith Lynn Johnson

Judith Lynn Johnson

IAR
RR
CRD#: 1204928
Location:
Chicago, IL 60603

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
29 years registered
Hussam Jaser Zayyad

Hussam Jaser Zayyad

Hussam J Zayyad, Hussam Zayyad
IAR
RR
CRD#: 4756227
CFP®: Certified Financial Planner
Location:
Lisle, IL 60532

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
22 years registered
Edward William Bozett

Edward William Bozett

IAR
RR
CRD#: 1459696
Location:
Naperville, IL 60563-8639

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Ryan Clifford Philo

Ryan Clifford Philo

IAR
RR
CRD#: 3169486
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Naperville, IL 60563

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Gabriel Andorf Chavez

Gabriel Andorf Chavez

Gabriel Andorf
IAR
RR
CRD#: 4798514
CFP®: Certified Financial Planner
Location:
Rockford, IL 61107-5809

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
Samuel A Braun

Samuel A Braun

Samuel Arthur Abraun, Sam Braun, Samuel Arthur Braun
IAR
RR
CRD#: 2869614
CIMA®: Certified Investment Management Analyst
Location:
Highland Park, IL 60035

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
29 years registered
Jeffrey Robert Smith

Jeffrey Robert Smith

IAR
CRD#: 1750020
CFP®: Certified Financial Planner
Location:
Wilmette, IL 60091

Registered Affiliation(s):NORTH SHORE INVESTMENT CONSULTING LLC

Disclosures:
Experience:
39 years registered
Brenda Knox

Brenda Knox

Brenda Mendelson
IAR
CRD#: 4604036
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Rolling Meadows, IL 60008

Registered Affiliation(s):FINANCIAL ELEMENTS, INC

Disclosures:
Experience:
26 years registered
Lester George Detterbeck

Lester George Detterbeck

Les Detterbeck
IAR
CRD#: 1557457
CFP®: Certified Financial Planner
Location:
Palatine, IL 60067

Registered Affiliation(s):DETTERBECK WEALTH MANAGEMENT

Disclosures:
Experience:
39 years registered
Craig George Bolanos

Craig George Bolanos

Craig George Jr Bolanos
IAR
RR
CRD#: 2932092
AIF®: Accredited Investment Fiduciary
Location:
Inverness, IL 60067-1224

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
29 years registered
Ryan Jeffrey Ross

Ryan Jeffrey Ross

IAR
RR
CRD#: 5383216
CFP®: Certified Financial PlannerCPWA®: Certified Private Wealth Advisor
Location:
Chicago, IL 60654

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
19 years registered
Lucia Rita Fiumara

Lucia Rita Fiumara

L. Rita Fiumara, Lucia R Fiumara
IAR
RR
CRD#: 2844301
CIMA®: Certified Investment Management Analyst
Location:
Chicago, IL 60606

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
29 years registered
Louis Vincent Farr

Louis Vincent Farr

Lou Farr, Louis V Farr
IAR
RR
CRD#: 2932473
CPWA®: Certified Private Wealth Advisor
Location:
Chicago, IL 60606

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

Disclosures:
Experience:
29 years registered
Steven C Lopez

Steven C Lopez

Steve Lopez, Steven Christopher Lopez
IAR
RR
CRD#: 2943012
CPWA®: Certified Private Wealth Advisor
Location:
Chicago, IL 60606

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

Disclosures:
Experience:
29 years registered
Max Nutkowitz

Max Nutkowitz

Max Toshi Nutkowitz, Max Nutkowitz
IAR
RR
CRD#: 2907675
CFP®: Certified Financial Planner
Location:
Chicago, IL 60603

Registered Affiliation(s):J.P. MORGAN SECURITIES LLC

Disclosures:
Experience:
29 years registered
Jennifer Eve Rosenblum

Jennifer Eve Rosenblum

Jennifer Rosenblum, Jennifer Stone
IAR
RR
CRD#: 2573521
Location:
Highland Park, IL 60035-3255

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

Disclosures:
Experience:
31 years registered
Michael Christopher Walther

Michael Christopher Walther

Michael Walther
IAR
CRD#: 2665663
CFP®: Certified Financial Planner
Location:
Northbrook, IL 60062

Registered Affiliation(s):OAK WEALTH ADVISORS LLC

Disclosures:
Experience:
31 years registered
Robert Harold Rosenthal

Robert Harold Rosenthal

Robert H Rosenthal
IAR
RR
CRD#: 2542597
Location:
Lake Forest, IL 60045

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

Disclosures:
Experience:
32 years registered

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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.

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