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Advisors for under $500,000 in Illinois

All 418 advisors

Advisors for under $500,000 in Illinois: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
David Sopchik CJW Capital Chicago Not listed Percentage of assets, Fixed fees
Denzil Locke Locke Investment Management Palatine Not listed Percentage of assets
Katharine Schwartz Arbor Financial Services Downers Grove Not listed Percentage of assets, Hourly
Kelly McShane Chicory Wealth Naperville Not listed Percentage of assets, Fixed fees
Michael Madden Madden Funds Oak Park Not listed Percentage of assets
Oscar Varona CJW Capital Chicago Not listed Percentage of assets, Fixed fees
Paul Beran Arbor Financial Services Downers Grove Not listed Percentage of assets, Hourly
Peter Claeys Arbor Financial Services Downers Grove Not listed Percentage of assets, Hourly
Sarah Bodach Mentor Capital Management Chicago Not listed Percentage of assets, Hourly
Terrence Burke Trader Wealth Management Barrington Not listed Percentage of assets, Hourly
Adam Ogle Park River Advisors Shorewood Not listed Percentage of assets, Hourly
Barbara Kelly AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Bunn Fawcett AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Christian Wray Hazelwood Investment Advisors Chicago Not listed Percentage of assets, Fixed fees
Christopher Khan Blue Line Capital Chicago Not listed Percentage of assets
Christopher McDonnell McDonnell Capital Management Frankfort Not listed Percentage of assets, Hourly
Christopher Recker AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Daniel White Blue Line Capital Chicago Not listed Percentage of assets
Erica Gnilka Chicago Wealth Management Chicago Not listed Percentage of assets, Hourly
Hemang Patel SPIRE Investment – Management Hoffman Estates Not listed Percentage of assets, Hourly
Jacob Szewczyk Chicago Wealth Management Chicago Not listed Percentage of assets, Hourly
Jason Cohrs Blue Line Capital Chicago Not listed Percentage of assets
Mark Hines Herrick Lake Investments Naperville Not listed Percentage of assets
Mark Johnson Dogwood Investment Advisors Northbrook Not listed Percentage of assets, Hourly
Matthew Engbring Porter Avenue Capital Management Alto Pass Not listed Percentage of assets, Hourly
Michael Chrisler MJC Financial Fitness Chicago Not listed Hourly, One-time planning fee
Michael Lafontaine AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Michael Vodicka Vodicka Group Highland Park Not listed Percentage of assets
Nicholas Norby Taursas Investments Chicago Not listed Percentage of assets
Nicholas Thompson Chicago Wealth Management Chicago Not listed Percentage of assets, Hourly
Owen Hardy Blue Line Capital Chicago Not listed Percentage of assets
Ross Blauwkamp AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Shawn Block Briggs Financial Round Lake Beach Not listed Percentage of assets, Hourly
Steven Briggs Briggs Financial Round Lake Beach Not listed Percentage of assets, Hourly
William Baruch Blue Line Capital Chicago Not listed Percentage of assets
Alexander Smith Seedsafe Financial Elmhurst CFP Percentage of assets, Hourly
Alexandra Baig Companions on Your Journey Brookfield CFP Percentage of assets, Fixed fees
Alfred Hicks Financial Planning Advisors Alton CFP Percentage of assets, Hourly
Alvin Walker Lake Jericho Chicago CFP, CFA Percentage of assets, Hourly
Andrew Sivertsen The Planning Center Moline CFP Percentage of assets, Hourly
Benjamin Hockema Illuminate Wealth Management Barrington CFP Percentage of assets, Fixed fees
Bradford Tyl Bradford Capital Management Downers Grove CFP Percentage of assets, Hourly
Bradley Johnson River Street Advisors Oakbrook Terrace CFP, CFA Percentage of assets, Fixed fees
Brian Schaeffer Impact Financial Chicago CFP Percentage of assets, Hourly
Caraline Stenslik The Planning Center Chicago CFP Percentage of assets, Hourly
Charles Reader Illuminate Wealth Management Barrington CFP Percentage of assets, Fixed fees
Curtis Bergquist Ameribanc Hoffman Estate CFP Percentage of assets, Hourly
Dalton Powers Cambridge Capital Management O'Fallon CFP Percentage of assets, Hourly
Daniel Fudala Hazel Ridge Advisors Palatine CFP Percentage of assets
Daniel Lohmar United Wealth Management Rochester CFP Percentage of assets, Hourly