Falists

Illinois · 11 advisers

Financial Advisors in Lisle, Illinois

Looking for a financial advisor in Lisle, Illinois? Falists indexes 11 SEC-registered and state-registered investment advisers in Lisle — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $17.70B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

9

Largest AUM

$17.70B

Financial planning

8

Filter by specialty

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

AllWealth11Planning8Trusts8Retirement1Institutional6

Top advisors in Lisle

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

View all 11 →

ASSET STRATEGIES, INC

Lisle, IL

AUM

$59.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

630-241-1122

Full profileNo website

MOMENTUM FINTECH LLC

Lisle, IL

AUM

$7.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

331-214-3079

Full profileNo website

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 Lisle, Illinois?
11 registered investment advisers are listed in our Lisle directory, sourced from public SEC filings.
What types of advisors are in Lisle?
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 Lisle?
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.