Illinois · 4 advisers
Financial Advisors in Hoffman Estates, Illinois
Looking for a financial advisor in Hoffman Estates, Illinois? Falists indexes 4 SEC-registered and state-registered investment advisers in Hoffman Estates — 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 $1.68B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$1.68B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Hoffman Estates
Ranked by AUM · Fees, team & specialties at a glance
CLEARWATER CAPITAL PARTNERS
Hoffman Estates, IL
AUM
$1.68B
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
847-841-8650
THE DALA GROUP, LLC
Hoffman Estates, IL
AUM
$265.2M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
847-485-0248
WISDOM INVESTMENTS
Hoffman Estates, IL
AUM
$53.1M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
224-735-7185
INTEGRITY INVESTMENT MANAGEMENT
Hoffman Estates, IL
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM
224-622-5143
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Common questions
- How many financial advisors are in Hoffman Estates, Illinois?
- 4 registered investment advisers are listed in our Hoffman Estates directory, sourced from public SEC filings.
- What types of advisors are in Hoffman Estates?
- 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 Hoffman Estates?
- 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.