How many financial advisors are in Geneva, Illinois?

Falists lists 7 registered investment advisers with a principal office or filing address in Geneva, Illinois, based on public SEC IAPD data.

How do financial advisors in Geneva charge fees?

Fee structures vary by firm. In Geneva, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Geneva?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Illinois · 7 advisers

Financial Advisors in Geneva, Illinois

Looking for a financial advisor in Geneva, Illinois? Falists indexes 7 SEC-registered and state-registered investment advisers in Geneva — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $852.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$852.3M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning5 Trusts6 Retirement3 Institutional2

Top advisors in Geneva

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

LEELYN SMITH, LLC

Geneva, IL

AUM

$852.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

14 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

630-232-8995

Full profile Visit site →

Geneva, IL

AUM

$13.9M

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Commissions

630-232-7044

Full profileNo website

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Common questions

How many financial advisors are in Geneva, Illinois?: 7 registered investment advisers are listed in our Geneva directory, sourced from public SEC filings.
What types of advisors are in Geneva?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Geneva?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.