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Financial ADVSR advisor directory · SEC adviser records

Burling Wealth Partners financial advisors in Chicago, IL

Every SEC-registered investment adviser representative at a Burling Wealth Partners office in Chicago, A to Z.

6 registered advisors work at Burling Wealth Partners in Chicago, out of 6 at the firm nationwide; it ranks number 101 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Burling Wealth Partners advisors in Chicago, A to Z

Every Burling Wealth Partners advisor →

Burling Wealth Partners advisors in every city and state →Burling Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Chicago

All Chicago advisors →

Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95

Questions

How many financial advisors does Burling Wealth Partners have in Chicago?

6 investment adviser representatives are registered at Burling Wealth Partners offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Burling Wealth Partners one of the largest advisor employers in Chicago?

Burling Wealth Partners ranks number 101 in Chicago by registered advisors; Morgan Stanley has the most, with 557.

How do I check a Burling Wealth Partners advisor in Chicago?

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 Burling Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.