Illinois · 5 advisers
Financial Advisors in Rolling Meadows, Illinois
Looking for a financial advisor in Rolling Meadows, Illinois? Falists indexes 5 SEC-registered and state-registered investment advisers in Rolling Meadows — 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 $194.82B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$194.82B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Rolling Meadows
Ranked by AUM · Fees, team & specialties at a glance
GALLAGHER FIDUCIARY ADVISORS, LLC
Rolling Meadows, IL
AUM
$194.82B
Team
218 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
630-773-3800
FINANCIAL ELEMENTS, INC
Rolling Meadows, IL
AUM
$192.6M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
847-496-4179
LAKESHORE CAPITAL GROUP, INC.
Rolling Meadows, IL
AUM
$181.5M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-701-0400
LEADING EDGE WEALTH MANAGEMENT, LLC
Rolling Meadows, IL
AUM
$43.7M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
847-387-5555
GBS RETIREMENT SERVICES, INC.
Rolling Meadows, IL
AUM
—
Team
1 advisors
Clients
—
Fees
REFERRAL FEES
630.285.4093
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Common questions
- How many financial advisors are in Rolling Meadows, Illinois?
- 5 registered investment advisers are listed in our Rolling Meadows directory, sourced from public SEC filings.
- What types of advisors are in Rolling Meadows?
- 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 Rolling Meadows?
- 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.