Illinois · 3 advisers
Financial Advisors in O'Fallon, Illinois
Looking for a financial advisor in O'Fallon, Illinois? Falists indexes 3 SEC-registered and state-registered investment advisers in O'Fallon — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $457.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$457.8M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in O'Fallon
Ranked by AUM · Fees, team & specialties at a glance
CAMBRIDGE CAPITAL MANAGEMENT, LLC
O'Fallon, IL
AUM
$457.8M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
618-206-3262
CLARK WEALTH PARTNERS, LLC
O'Fallon, IL
AUM
$259.9M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
618-607-4101
FRA WEALTH MANAGEMENT LLC
O'Fallon, IL
AUM
$112.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-915-0930
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Common questions
- How many financial advisors are in O'Fallon, Illinois?
- 3 registered investment advisers are listed in our O'Fallon directory, sourced from public SEC filings.
- What types of advisors are in O'Fallon?
- 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 O'Fallon?
- 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.