Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Forum Financial Management, LP financial advisors in Illinois

Every SEC-registered investment adviser representative at a Forum Financial Management, LP office in Illinois, by city and A to Z.

The short answer

80 registered advisors work at Forum Financial Management, LP in Illinois, out of 104 nationwide; it's the firm's number 1 state by advisors, and the most are in Lombard (62). 27 list the CFP designation and 10 are also registered broker representatives.

Forum Financial Management, LP advisors by city in Illinois

Every firm in Illinois →

Lombard 62East Moline 3Northbrook 2Orland Park 2Saint Charles 2Chicago 1Hinsdale 1Itasca 1Joliet 1Lake Forest 1Naperville 1Oak Brook 1Sleepy Hollow 1Westmont 1

Forum Financial Management, LP advisors in Illinois, A to Z

Search by name →

Forum Financial Management, LP advisors in every state →Forum Financial Management, LP: assets, clients and custodians →Advisor Moves: who changed firms this week →

Forum Financial Management, LP in other states

California 6New York 4Florida 3

Questions

How many Forum Financial Management, LP financial advisors are in Illinois?

80 investment adviser representatives are registered at Forum Financial Management, LP offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 104 at the firm nationwide. 27 list the CFP designation and 10 are also registered as broker representatives.

Where in Illinois does Forum Financial Management, LP have the most advisors?

Lombard, with 62, then East Moline (3). Forum Financial Management, LP has advisors in 14 cities in Illinois.

How do I check a Forum Financial Management, LP advisor in Illinois?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Forum Financial Management, LP office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.