How many financial advisors are in Rockford, Illinois?

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

How do financial advisors in Rockford charge fees?

Fee structures vary by firm. In Rockford, 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 Rockford?

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 Rockford, Illinois

Looking for a financial advisor in Rockford, Illinois? Falists indexes 6 SEC-registered and state-registered investment advisers in Rockford — 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 $49.57B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$49.57B

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts5 Retirement3 Institutional3

Top advisors in Rockford

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

View all 6 →

SAVANT WEALTH MANAGEMENT

Rockford, IL

AUM

$49.57B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

238 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

815-227-0300

Full profile Visit site →

CHOREO, LLC

Rockford, IL

AUM

$19.14B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

97 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

888-312-2467

Full profile Visit site →

BATES FINANCIAL ADVISORS, INC.

Rockford, IL

AUM

$439.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

815-332-4020

Full profile Visit site →

PATHFINDER ADVISORY, INC.

Rockford, IL

AUM

$121.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

815.399.9806

Full profile Visit site →

CHOREO PARTNER ALLIANCE, LLC

Rockford, IL

AUM

—

Team

5 advisors

Clients

Fees

SOLICITOR FEES

888-312-8467

Full profile Visit site →

MIDWEST FINANCIAL ASSOCIATES, INC.

Rockford, IL

AUM

$123.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM

(779) 210-2930

Full profileNo website

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Common questions

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