Illinois · 3 advisers
Financial Advisors in Rosemont, Illinois
Looking for a financial advisor in Rosemont, Illinois? Falists indexes 3 SEC-registered and state-registered investment advisers in Rosemont — 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 $9.12B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$9.12B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Rosemont
Ranked by AUM · Fees, team & specialties at a glance
WYNNCHURCH CAPITAL, L.P.
Rosemont, IL
AUM
$9.12B
Team
42 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
847-604-6100
VITAL WEALTH MANAGEMENT, LLC
Rosemont, IL
AUM
$300.8M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Commissions +1 more
847-384-9703
LOCKYER WEALTH MANAGEMENT
Rosemont, IL
AUM
$2.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
847 282 0318
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Common questions
- How many financial advisors are in Rosemont, Illinois?
- 3 registered investment advisers are listed in our Rosemont directory, sourced from public SEC filings.
- What types of advisors are in Rosemont?
- 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 Rosemont?
- 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.