Top Financial Advisors in Downers Grove, Illinois
Finding the right financial advisor in Downers Grove 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 Downers Grove, 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 Downers Grove, IL.
Find the Best Financial Advisor Firms in Downers Grove:
JMG FINANCIAL GROUP LTD
CRD#: 110302
Address: 2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515
Clients: 340
Average Clients per Advisor: 5
AUM: $ 4.5B
HIGHPOINT PLANNING PARTNERS
CRD#: 316636
Address: 2651 Warrenville Road Suite 200, Downers Grove, IL 60515
Clients: 5,231
Average Clients per Advisor: 51
AUM: $ 2.6B
CAPSTONE FINANCIAL ADVISORS INC
CRD#: 109341
Address: 2001 Butterfield Road Suite 1750, Downers Grove, IL 60515
Clients: 279
Average Clients per Advisor: 13
AUM: $ 1.8B
VERTEX PARTNERS
CRD#: 316839
Address: 3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515
Clients: 480
Average Clients per Advisor: 34
AUM: $ 481M
BENTLEY FINANCIAL GROUP
CRD#: 172474
Address: 1385 Warren Ave. Suite A, Downers Grove, IL 60515
Clients: 386
Average Clients per Advisor: 96
AUM: $ 161M
OPUS FINANCIAL SOLUTIONS LLC
CRD#: 282311
Address: 1121 Warren Avenue, Suite 230, Downers Grove, IL 60515
Clients: 85
Average Clients per Advisor: 28
AUM: $ 126M
How We Chose the Top Financial Advisors in Downers Grove, Illinois
To create this list of top financial advisor firms in Downers Grove, 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 Downers Grove has to offer.
Search Financial Advisors in Downers Grove, Illinois
Michael Christopher Walther
Registered Affiliation(s):OAK WEALTH ADVISORS LLC
Claudia Theresa Marban
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jennifer Eve Rosenblum
Registered Affiliation(s):MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
Robert Harold Rosenthal
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric William Berls
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Edward Ploder
Registered Affiliation(s):MORGAN STANLEY
John Stanford Adams
Registered Affiliation(s):WELLSPRING PLANNING GROUP LLC
Hunter William Hamilton
Registered Affiliation(s):EDWARD JONES
David Sean Morgan
Registered Affiliation(s):JMG FINANCIAL GROUP LTD
Scott M Hoeppel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Eric Boyd Hayes
Registered Affiliation(s):MORGAN STANLEY
Alon Kim
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Mark Timothy Berg
Registered Affiliation(s):TIMOTHY FINANCIAL COUNSEL, INC.
Timothy Charles Nelson
Registered Affiliation(s):EDWARD JONES
Heather Lea Locus
Registered Affiliation(s):BALASA DINVERNO FOLTZ LLC
Charles J Stuck
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Charles Koney
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher M Shriver
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael E Burdick
Registered Affiliation(s):EDWARD JONES
Richard J. Roeser
Registered Affiliation(s):EDWARD JONES
Matthew Andrew Gall
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Richard J Coppola
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brian J Carroll
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christopher Patrick Burke
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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