How many financial advisors are in Winnetka, Illinois?

Falists lists 8 registered investment advisers with a principal office or filing address in Winnetka, Illinois, based on public SEC IAPD data.

How do financial advisors in Winnetka charge fees?

Fee structures vary by firm. In Winnetka, 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 Winnetka?

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 · 8 advisers

Financial Advisors in Winnetka, Illinois

Looking for a financial advisor in Winnetka, Illinois? Falists indexes 8 SEC-registered and state-registered investment advisers in Winnetka — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $935.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$935.5M

Financial planning

Filter by specialty

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

All Wealth7 Planning2 Trusts4 Retirement1 Institutional3

Top advisors in Winnetka

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

View all 8 →

HARTLINE INVESTMENT CORPORATION

Winnetka, IL

AUM

$935.5M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

3 advisors

Clients

Fees

Percentage of AUM

312-726-5703

Full profile Visit site →

EASTGATE CAPITAL ADVISORS LLC

Winnetka, IL

AUM

$271.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

312-690-4900

Full profile Visit site →

PILOT ASSET MANAGEMENT LLC

Winnetka, IL

AUM

$83.1M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

847-386-6782

Full profile Visit site →

VAN AKE CAPITAL LLC

Winnetka, IL

AUM

$23.4M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

847-881-6034

Full profile Visit site →

GRID CAPITAL MANAGEMENT, LLC

Winnetka, IL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

847-920-4624

Full profile Visit site →

RAIL-SPLITTER CAPITAL MANAGEMENT LLC

Winnetka, IL

AUM

Wealth Mgmt

Team

3 advisors

Clients

Fees

Percentage of AUM

773-294-6099

Full profile Visit site →

WARBERG ASSET MANAGEMENT LLC

Winnetka, IL

AUM

$805.9M

Wealth Mgmt

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

847-418-8305

Full profileNo website

KEVIN HEBSON & COMPANY

Winnetka, IL

AUM

$21.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

424-252-1226

Full profileNo website

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Common questions

How many financial advisors are in Winnetka, Illinois?: 8 registered investment advisers are listed in our Winnetka directory, sourced from public SEC filings.
What types of advisors are in Winnetka?: 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 Winnetka?: 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.