How many financial advisors are in Glenview, Illinois?

Falists lists 6 registered investment advisers with a principal office or filing address in Glenview, Illinois, based on public SEC IAPD data.

How do financial advisors in Glenview charge fees?

Fee structures vary by firm. In Glenview, 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 Glenview?

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 · 6 advisers

Financial Advisors in Glenview, Illinois

Looking for a financial advisor in Glenview, Illinois? Falists indexes 6 SEC-registered and state-registered investment advisers in Glenview — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $3.31B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$3.31B

Financial planning

Filter by specialty

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

All Wealth5 Planning4 Trusts4 Retirement2 Institutional2

Top advisors in Glenview

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

View all 6 →

ARIS INVESTING

Glenview, IL

AUM

$3.31B

Wealth Mgmt

Team

7 advisors

Clients

—

Fees

Percentage of AUM

3129102502

Full profile Visit site →

COYLE

Glenview, IL

AUM

$1.05B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

10 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

847-441-5644

Full profile Visit site →

REGAL ADVISORY SERVICES, INC.

Glenview, IL

AUM

$121.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

16 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

877-488-6537

Full profile Visit site →

MERINO WEALTH MANAGEMENT

Glenview, IL

AUM

$47.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

312-809-1109

Full profile Visit site →

BREAKOUT PRIVATE WEALTH LLC

Glenview, IL

AUM

$11.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

312-953-4081

Full profileNo website

GLENVIEW FINANCIAL GROUP LLC

Glenview, IL

AUM

—

Team

4 advisors

Clients

—

Fees

THIRD PARTY ADVISORY FEES

847-441-8800

Full profileNo website

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Common questions

How many financial advisors are in Glenview, Illinois?: 6 registered investment advisers are listed in our Glenview directory, sourced from public SEC filings.
What types of advisors are in Glenview?: 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 Glenview?: 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.