Illinois · 1 advisers
Financial Advisors in Lake Zurich, Illinois
Looking for a financial advisor in Lake Zurich, Illinois? Falists indexes 1 SEC-registered and state-registered investment advisers in Lake Zurich — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $196.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
0
Largest AUM
$196.1M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lake Zurich
Ranked by AUM · Fees, team & specialties at a glance
TRUEMAN BROWN
Lake Zurich, IL
AUM
$196.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-228-1968
Full profileNo website
More cities in Illinois
Common questions
- How many financial advisors are in Lake Zurich, Illinois?
- 1 registered investment advisers are listed in our Lake Zurich directory, sourced from public SEC filings.
- What types of advisors are in Lake Zurich?
- 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 Lake Zurich?
- 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.