Top Financial Advisors in Oakbrook Terrace, Illinois
Finding the right financial advisor in Oakbrook Terrace 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 Oakbrook Terrace, 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 Oakbrook Terrace, IL.
Find the Best Financial Advisor Firms in Oakbrook Terrace:
CAPITAL STRATEGIES INVESTMENT GROUP LLC
CRD#: 150091
Address: One Parkview Plaza Suite 620, Oakbrook Terrace, IL 60181
Clients: 33
Average Clients per Advisor: 2
AUM: $ 17.3B
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520
Address: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
Clients: 1,494
Average Clients per Advisor: 186
AUM: $ 427M
SAGE PRIVATE WEALTH GROUP, LLC
CRD#: 173399
Address: 18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181
Clients: 281
Average Clients per Advisor: 23
AUM: $ 286M
HARVEST INVESTMENT SERVICES, LLC
CRD#: 159390
Address: 1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285
Clients: 771
Average Clients per Advisor: 32
AUM: $ 254M
SPOTLIGHT ASSET GROUP
CRD#: 288076
Address: 2 Mid America Plaza Suite 710, Oakbrook Terrace, IL 60181-4717
Clients: 99
Average Clients per Advisor: 33
AUM: $ 179M
T2 ASSET MANAGEMENT, LLC
CRD#: 167714
Address: 2 Transam Plaza Dr. Suite 200, Oakbrook Terrace, IL 60181
Clients: 550
Average Clients per Advisor: 68
AUM: $ 118M
How We Chose the Top Financial Advisors in Oakbrook Terrace, Illinois
To create this list of top financial advisor firms in Oakbrook Terrace, 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 Oakbrook Terrace has to offer.
Search Financial Advisors in Oakbrook Terrace, Illinois
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
Edward Phillip Gordon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lissette Gomez
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Victor John Katis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patrick F Zamkin
Registered Affiliation(s):EDWARD JONES
Jeff Daniel Radivan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian A. Hansen
Registered Affiliation(s):EDWARD JONES
Eric Matthew Larson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James A Longo
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
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
Jonathan Graham
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Janice Marie Arlington
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Bradley L.e. Grcevic
Registered Affiliation(s):EDWARD JONES
Brian S Terwilliger
Registered Affiliation(s):EDWARD JONES
Kevin J Madden
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Richard Marcovici
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kelly A Epstein
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Chan Hee Kang
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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