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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)
Kevin Michael Mccarthy

Kevin Michael Mccarthy

IAR
RR
CRD#: 4638728
Location:
Lincolnwood, IL 60712

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Thomas Jerome Manzardo

Thomas Jerome Manzardo

IAR
RR
CRD#: 2286630
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Schaumburg, IL 60194

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
34 years registered
Michael Joseph Hirsch

Michael Joseph Hirsch

IAR
RR
CRD#: 4637876
Location:
Villa Park, IL 60181-1000

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Rebecca Joan Parr

Rebecca Joan Parr

Becky Parr, Rebecca J Parr
IAR
RR
CRD#: 1542017
Location:
Chicago, IL 60654

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
24 years registered
William L. Lowe

William L. Lowe

William L Lowe, William L. Lowe
IAR
RR
CRD#: 4575383
Location:
Chicago, IL 60611-4164

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Lawrence Gilbert Macy

Lawrence Gilbert Macy

Lawrence Macy
IAR
RR
CRD#: 1613186
CFP®: Certified Financial Planner
Location:
Chicago, IL 60606

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

Disclosures:
Experience:
39 years registered
Steven Robert Jesanis

Steven Robert Jesanis

IAR
RR
CRD#: 4654348
Location:
Chicago, IL 60606

Registered Affiliation(s):WILLIAM BLAIR

Disclosures:
Experience:
23 years registered
Kanwar Manjot Singh

Kanwar Manjot Singh

IAR
RR
CRD#: 4685900
Location:
Chicago, IL 60606

Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC

Disclosures:
Experience:
23 years registered
Thomas G Kane

Thomas G Kane

Thomas Kane, Tom Kane, Tommy Kane
IAR
RR
CRD#: 4706765
Location:
Chicago, IL 60606

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

Disclosures:
Experience:
23 years registered
Tyler Wedell

Tyler Wedell

Tyler J Wedell
IAR
RR
CRD#: 5794912
CFP®: Certified Financial Planner
Location:
Oak Brook, IL 60523

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

Disclosures:
Experience:
13 years registered
Michelle Marie Hermann

Michelle Marie Hermann

Michelle Marie Goby
IAR
CRD#: 2330777
Location:
Chicago, IL 60602-4690

Registered Affiliation(s):CIBC PRIVATE WEALTH ADVISORS, INC.

Disclosures:
Experience:
33 years registered
Deborah Ann Besenhofer

Deborah Ann Besenhofer

Deborah Ann Bach, Deborah Ann Besenhofer, Deborah Ann Koza
IAR
RR
CRD#: 6192436
CFP®: Certified Financial Planner
Location:
Kenosha, WI 53142-8213

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
13 years registered
Jeffrey J Meyers

Jeffrey J Meyers

Jeffery James Meyers, Jeffrey James Meyers
IAR
RR
CRD#: 4533108
Location:
Naperville, IL 60563

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
John Joseph Slawinski

John Joseph Slawinski

IAR
RR
CRD#: 4655347
Location:
Bolingbrook, IL 60440

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Lawrence Henry Grzybek

Lawrence Henry Grzybek

Lawrence Henry Gryzybek Mr., Lawrence Henry Gryzybek, Lawrence Henry Grzybek Mr.
IAR
RR
CRD#: 5191983
CFP®: Certified Financial Planner
Location:
Crystal Lake, IL 60014

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered
Nicholas Black

Nicholas Black

Nicholas M Black, Nick Black
IAR
RR
CRD#: 5100341
CFP®: Certified Financial Planner
Location:
Lisle, IL 60532

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

Disclosures:
Experience:
20 years registered
Jaimee Lynn Farrington

Jaimee Lynn Farrington

Jaimee Lynn Egidi, Jaimee Egidi
IAR
RR
CRD#: 4650945
Location:
Deerfield, IL 60015

Registered Affiliation(s):HIGHTOWER ADVISORS, LLC

Disclosures:
Experience:
22 years registered
Travis Reding Sylvester

Travis Reding Sylvester

Travis Reding Sylvester, Travis Sylvester
IAR
RR
CRD#: 6329444
CFP®: Certified Financial Planner
Location:
Schaumburg, IL

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
9 years registered
Jeffrey Mcginnity Fitzgerald

Jeffrey Mcginnity Fitzgerald

Jeffrey Fitzgerald
IAR
RR
CRD#: 4825240
Location:
Northbrook, IL 60062

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

Disclosures:
Experience:
22 years registered
Joseph Sungwoo Kim

Joseph Sungwoo Kim

Joseph Yook
IAR
RR
CRD#: 4852393
Location:
Northbrook, IL

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
Ryan D Dundon

Ryan D Dundon

Ryan Dale Dundon
IAR
RR
CRD#: 6674545
CFP®: Certified Financial Planner
Location:
Northbrook, IL 60062

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
9 years registered
Dionne Carol Braggs

Dionne Carol Braggs

IAR
RR
CRD#: 4728124
Location:
Schaumburg, IL 60195

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
Kevin Lee Jordan

Kevin Lee Jordan

IAR
RR
CRD#: 4824475
Location:
Bloomingdale, IL 60108

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
22 years registered
Daniel J Dawson

Daniel J Dawson

IAR
RR
CRD#: 4552765
Location:
Oakbrook Terrace, IL 60181

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

Disclosures:
Experience:
22 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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