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 Lombard is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lombard & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Lombard, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 3 non-vetted financial advisors in Lombard, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lombard, 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT, LP 1900 South Highland Avenue, Suite 100 Lombard, IL, 60148 | 145706 | $8,531,276,819 | 21698 | A percentage of AUM, Fixed fees |
HUNTER CAPITAL MANAGEMENT 377 E. Butterfield Road, Suite 220 Lombard, IL, 60148 | 309050 | $890,203,703 | 374 | A percentage of AUM, Performance Based |
STRATEGIC CAPITAL INVESTMENT ADVISORS INC 700 E. Butterfield Road, Ste 320 Lombard, IL, 60148 | 107772 | $0 | 0 | Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS FOR DISCRETIONARY FIDUCIARY CONSULTING) |
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