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
Address: 520 Lake Cook Road Suite 520, Deerfield, IL 60015
Clients: 437
Average Clients per Advisor: 21
AUM: $ 3.0B
NADLER FINANCIAL GROUP, INC.
CRD#: 122617
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
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
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
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
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
Thomas Alfred Wilson
Registered Affiliation(s):WILLIAM BLAIR
Donald Duane Duncan
Registered Affiliation(s):SAVANT WEALTH MANAGEMENT
James Lawrence Oberheide
Registered Affiliation(s):MORGAN STANLEY
Shankar B Iyer
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Michael Allison
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffery Scott Koskinen
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Eric Matthew Larson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian A. Hansen
Registered Affiliation(s):EDWARD JONES
Chan Hee Kang
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian S Terwilliger
Registered Affiliation(s):EDWARD JONES
James A Longo
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Michael Richard Marcovici
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Susan Janet Pedersen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lynn James Kaufman
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jennifer J Arquilla
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kelly A Epstein
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Kevin J Madden
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan Graham
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Janice Marie Arlington
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Guy Morrone
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Bradley L.e. Grcevic
Registered Affiliation(s):EDWARD JONES
Kristi Lynn Braun
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Thomas Edward Royce
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Yan Bellantoni
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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