How many financial advisors are in Lombard, Illinois?

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

How do financial advisors in Lombard charge fees?

Fee structures vary by firm. In Lombard, 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 Lombard?

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 Lombard, Illinois

Looking for a financial advisor in Lombard, Illinois? Falists indexes 6 SEC-registered and state-registered investment advisers in Lombard — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $8.69B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$8.69B

Financial planning

Filter by specialty

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

All Wealth4 Planning3 Trusts5 Retirement4 Institutional3

Top advisors in Lombard

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

View all 6 →

FORUM FINANCIAL MANAGEMENT, LP

Lombard, IL

AUM

$8.69B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

94 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

(630) 873-8520

Full profile Visit site →

HUNTER CAPITAL MANAGEMENT

Lombard, IL

AUM

$1.09B

Wealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

312-341-9727

Full profile Visit site →

ATHENA ADVISOR SERVICES, LLC

Lombard, IL

AUM

$84.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

847-299-8877

Full profile Visit site →

INVESTMENT CONSULTING SERVICES, LLC

Lombard, IL

AUM

Wealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

Fees

Percentage of AUM; Fixed fees

630-928-1052

Full profile Visit site →

STRATEGIC CAPITAL INVESTMENT ADVISORS INC

Lombard, IL

AUM

—

Trusts & EstatesRetirementFee-Only/Hourly

Team

14 advisors

Clients

Fees

Hourly charges · Fixed fees +1 more

630-620-6500

Full profile Visit site →

1ST ADVANTAGE FINANCIAL ADVISERS, LLC

Lombard, IL

AUM

—

Financial PlanningFee-Only/Hourly

Team

3 advisors

Clients

Fees

Hourly charges

630-376-2100

Full profileNo website

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Common questions

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