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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)
Christopher George Masek

Christopher George Masek

Chris Masek
PR
CRD#: 3247964
CFP®: Certified Financial Planner
Location:
St. Louis, MO 63131

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Sandra Lynn Mcclanahan

Sandra Lynn Mcclanahan

Sandra Lynn Mc Clanahan, Sandra Lynn Rawlings, Sandra Lynn Rawlins
IAR
RR
CRD#: 4246301
CFP®: Certified Financial Planner
Location:
Woodridge, IL 60517

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Roy Alan Mason

Roy Alan Mason

IAR
RR
CRD#: 3089724
Location:
Buffalo Grove, IL 60089-7051

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Daniel Gerald Fiarito

Daniel Gerald Fiarito

Dan Fiarito
IAR
RR
CRD#: 3097899
Location:
Gurnee, IL

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Gregory I. Goodsitt

Gregory I. Goodsitt

Gregory I Goodsitt, Gregory Iaasic Goodsitt
IAR
RR
CRD#: 2954700
Location:
Glenview, IL 60025

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Bruce Arnold Sturgeon

Bruce Arnold Sturgeon

IAR
RR
CRD#: 3016440
Location:
Glenview, IL 60025

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Kyle William Devries

Kyle William Devries

Kyle W Devries
IAR
RR
CRD#: 2974048
Location:
Itasca, IL 60143

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
29 years registered
Christopher Allen Barnard

Christopher Allen Barnard

Christopher A Barnard
IAR
RR
CRD#: 2634004
Location:
Oakbrook Terrace, IL 60181

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
28 years registered
Phillip James Sitar

Phillip James Sitar

Phillip James Sitar Mr.
IAR
RR
CRD#: 5461229
CFP®: Certified Financial Planner
Location:
Chicago, IL

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
18 years registered
Steven Douglas Schoneman

Steven Douglas Schoneman

IAR
CRD#: 1820582
Location:
Chicago, IL 60606

Registered Affiliation(s):CERITY PARTNERS LLC

Disclosures:
Experience:
38 years registered
John William Cultra

John William Cultra

IAR
RR
CRD#: 2276099
Location:
Chicago, IL 60606

Registered Affiliation(s):WILLIAM BLAIR

Disclosures:
Experience:
29 years registered
Sean Kevin Lannan

Sean Kevin Lannan

Sean K Lannan
IAR
RR
CRD#: 2769861
Location:
Chicago, IL 60606

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
28 years registered
John F Mahoney

John F Mahoney

John F Mahoney, John Francis Mahoney
IAR
RR
CRD#: 2969371
Location:
Chicago, IL 60606

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

Disclosures:
Experience:
29 years registered
Brad Thomas Dehond

Brad Thomas Dehond

IAR
RR
CRD#: 2990461
Location:
Chicago, IL 60606

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
28 years registered
David R Work

David R Work

IAR
RR
CRD#: 4333017
Location:
Chicago, IL 60606

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
26 years registered
David Vadim Sokolovsky

David Vadim Sokolovsky

David Vadim Sokolovsky
IAR
RR
CRD#: 5451175
CFP®: Certified Financial Planner
Location:
Deerfield, IL 60015

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
18 years registered
Bradley J Kitchener

Bradley J Kitchener

IAR
RR
CRD#: 4332465
Location:
Oak Brook, IL 60523

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

Disclosures:
Experience:
25 years registered
Walter Morris Weiss

Walter Morris Weiss

IAR
RR
CRD#: 2978092
Location:
St Charles, IL 60174-1870

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Fernando Santos Ereneta

Fernando Santos Ereneta

Fred Santos Ereneta
IAR
RR
CRD#: 2956950
Location:
Warrenville, IL 60555

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
29 years registered
Mark Andrew Farina

Mark Andrew Farina

Mark Andrew Farina, Mark Farina
IAR
RR
CRD#: 4423589
CFP®: Certified Financial Planner
Location:
Glen Ellyn, IL 60137

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
25 years registered
Caryn Elizabeth Fields

Caryn Elizabeth Fields

Caryn E Fields, Caryn Fields
IAR
RR
CRD#: 6215503
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Chicago, IL

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
13 years registered
William Eugene Laheta

William Eugene Laheta

IAR
RR
CRD#: 1401784
CFP®: Certified Financial Planner
Location:
Downers Grove, IL 60515

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
41 years registered
Narayan Shamrao Athanikar

Narayan Shamrao Athanikar

Narayon Shamrao Athanikar
IAR
RR
CRD#: 4400331
CIMA®: Certified Investment Management Analyst
Location:
Schaumburg, IL 60173

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Daniel Arthur Nickow

Daniel Arthur Nickow

IAR
RR
CRD#: 2349987
Location:
Deerfield, IL 60015

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

Disclosures:
Experience:
27 years registered

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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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