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 Alexander Sbertoli
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Barth J Morreale
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric James Mayer
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Ryan David Johnsen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Timothy Joseph Quinn
Registered Affiliation(s):QUINN FINANCIAL PLANNING, LLC
Brian Roche
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Aaron A. Tokh
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Danielle Ferrari Marshall
Registered Affiliation(s):EDWARD JONES
Gayle Lynn Peterson-gillen
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Jeffrey Phillips
Registered Affiliation(s):SAVANT WEALTH MANAGEMENT
Reed P Carmichael
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
William Hilary Keffer
Registered Affiliation(s):KEFFER FINANCIAL PLANNING
Todd A Jones
Registered Affiliation(s):EDWARD JONES
William Richard Brown Jr
Registered Affiliation(s):EDWARD JONES
Kristine F Ford
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Benjamin Dykstra
Registered Affiliation(s):EDWARD JONES
John T Smallwood
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
David Michael Erickson
Registered Affiliation(s):EDWARD JONES
Samantha Dawn Owens
Registered Affiliation(s):EDWARD JONES
Steven Walter Sawyer
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Janice Ann Brack
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Laura Marie Linger
Registered Affiliation(s):WILLIAM BLAIR
Benjamin I Katz
Registered Affiliation(s):MORGAN STANLEY
Dean Charles Turner JR
Registered Affiliation(s):ROCKEFELLER FINANCIAL 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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