Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Highland Park is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Highland Park & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Highland Park, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Highland Park, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Highland Park, Illinois have an average of 24 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
888-242-6766
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 600 Elm Place, Highland Park, IL, 60035 | 299595 | $477,311,245 | 1646 | A Percentage of AUM |
NEW VERNON WEALTH MANAGEMENT LLC 799 Central Ave, Suite 350 Highland Park, IL, 60035 | 164775 | $430,808,439 | 393 | A Percentage of AUM |
FORT SHERIDAN ADVISORS LLC 600 Central Avenue, Suite 365 Highland Park, IL, 60035 | 151139 | $409,777,937 | 201 | A Percentage of AUM, Fixed Fees, Commission Based |
INSIGHT SECURITIES, INC. 600 Central Ave., Suite 293 Highland Park, IL, 60035 | 5611 | $126,748,211 | 54 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
PRECISE INVESTMENT MANAGEMENT, INC. 600 Central Ave, Suite 293 Highland Park, IL, 60035 | 282557 | $114,176,669 | 174 | A Percentage of AUM, Hourly charges |
NEW VERNON INVESTMENT MANAGEMENT LLC 799 Central Ave, Suite 350 Highland Park, IL, 60035 | 160247 | $97,574,397 | 12 | A Percentage of AUM, Fixed Fees, Performance Based, Other (DISCRETIONARY BONUS) |
Your Information is Safe and Secure
FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS