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:
CAP STRAT
CRD#: 150091
Address: One Parkview Plaza Suite 620, Oakbrook Terrace, IL 60181
Clients: 27
Average Clients per Advisor: 2
AUM: $ 21.3B
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520
Address: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
Clients: 1,353
Average Clients per Advisor: 104
AUM: $ 853M
HARVEST INVESTMENT SERVICES, LLC
CRD#: 159390
Address: 1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285
Clients: 1,205
Average Clients per Advisor: 52
AUM: $ 534M
PANDORA WEALTH, INC.
CRD#: 331816
Address: 1 Mid America Plaza Floor 3, Oakbrook Terrace, IL 60181
Clients: 70
Average Clients per Advisor: 23
AUM: $ 236M
CYPRESS WEALTH MANAGEMENT
CRD#: 324524
Address: 18w140 Butterfield Road, Suite 1110, Oakbrook Terrace, IL 60181
AUM: $ 236M
DILLOW WEALTH MANAGEMENT LLC
CRD#: 313192
Address: One Lincoln Centre 18w140 Butterfield Road Suite 1110, Oakbrook Terrace, IL, 60181
Clients: 13
Average Clients per Advisor: 6
AUM: $ 221M
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
David James Dinter
Registered Affiliation(s):EDWARD JONES
Robert Edward Smith
Registered Affiliation(s):OSAIC FA, INC.
Michael Bernhardt Jenny
Registered Affiliation(s):STOUT CAPITAL, LLC
Charlotte Ann Mullen
Registered Affiliation(s):LESLIE GLOBAL WEALTH, LLC
J Terence Gallagher
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Mark Brown
Registered Affiliation(s):AUSDAL FINANCIAL PARTNERS, INC.
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
