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 Schaumburg is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Schaumburg & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Schaumburg, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 40 non-vetted financial advisors in Schaumburg, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Schaumburg, 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 |
---|---|---|---|---|
CETERA INVESTMENT ADVISERS LLC 1450 American Lane, 6th Floor, Suite 600 Schaumburg, IL, 60173-2096 | 105644 | $35,761,561,074 | 169758 | A percentage of AUM, Hourly charges, Fixed fees |
MONERE WEALTH MANAGEMENT, INC. 20 N. Martingale Road, Suite 450 Schaumburg, IL, 60173 | 173076 | $484,000,000 | 293 | A percentage of AUM, Hourly charges, Fixed fees |
FORTIS PORTFOLIO SOLUTIONS, LLC 1901 North Roselle Rd., Ste. 800, Schaumburg, IL, 60195 | 314886 | $213,858,580 | 1101 | A percentage of AUM, Hourly charges, Other (MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS) |
KRD WEALTH MANAGEMENT, LLC 1051 Perimeter Drive, 9th Floor Schaumburg, IL, 60173 | 317947 | $127,708,137 | 324 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES) |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
Alan R Lew Inquire with Alan | 111 E Schaumburg Rd, Schaumburg, IL 60194 | 847-584-0100 |
Thomas J Manzardo Inquire with Thomas | 111 E Schaumburg Rd, Schaumburg, IL 60194 | 847-584-0111 |
Matthew Tomich Inquire with Matthew | 1375 E Woodfield Rd, Ste 750 Schaumburg, IL 60173 | 847-641-5029 |
Steven J Adams Inquire with Steven | 1900 E Golf Rd, Ste 1255 Schaumburg, IL 60173 | 847-518-1555 |
Thomasco & Associates Inquire with Thomasco | 1375 E Woodfield Rd, Ste 750 Schaumburg, IL 60173 | 847-619-9750 |
Justin Parker Inquire with Justin | 931 N Plum Grove Rd, Schaumburg, IL 60173 | 847-605-0605 |
Heather Helmers Inquire with Heather | 1901 N Roselle Rd, Ste 650 Schaumburg, IL 60195 | 847-592-5300 |
Ryan Andrews Inquire with Ryan | 111 E Schaumburg Rd, Schaumburg, IL 60194 | 847-584-0111 |
Gerald V Winbush Inquire with Gerald | 1375 E Woodfield Rd, Ste 750 Schaumburg, IL 60173 | 312-807-1050 |
Piekarski, Van Winkle & Associates Inquire with Piekarski, | 1375 E Woodfield Rd, Ste 750 Schaumburg, IL 60173 | 847-619-1111 |
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