Falists

Illinois · 6 advisers

Financial Advisors in Lincolnshire, Illinois

Looking for a financial advisor in Lincolnshire, Illinois? Falists indexes 6 SEC-registered and state-registered investment advisers in Lincolnshire — 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 $695.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

6

With website

4

Largest AUM

$695.3M

Financial planning

2

Filter by specialty

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

AllWealth5Planning2Trusts5Retirement1Institutional

Top advisors in Lincolnshire

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

View all 6 →

MOSAIC FI LLC

Lincolnshire, IL

AUM

$112.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

847-371-5203

Full profileVisit site →

More cities in Illinois

Chicago (526)Naperville (40)Northbrook (32)Oak Brook (21)Evanston (18)Northfield (17)Lake Forest (15)Downers Grove (14)Wheaton (14)Schaumburg (13)Barrington (11)Hinsdale (11)

Common questions

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