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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Evanston, IL

Every SEC-registered investment adviser representative at a firm office in Evanston, with the firms that employ the most of them.

95 registered advisors work in Evanston; the most are at J.P. Morgan Securities LLC (11). 22 list the CFP designation and 63 are also registered broker representatives.

Firms with the most advisors in Evanston

FirmAdvisors in Evanston
J.P. Morgan Securities LLC news11
Strategic Advisers LLC10
Romano Brothers And Company8
LPL Financial LLC news5
Tiaa-Cref Individual & Institutional Services, LLC5
Zimmerman Wealth Management, LLC4
Ameriprise Financial Services, LLC news3
Bondurant Investment Advisory, LLC3
Edward Jones news3
Osaic Wealth, Inc. news3
Cetera Investment Advisers LLC news2
I2i Analytics, LLC2
Raymond James Financial Services Advisors, Inc. news2
Savant Wealth Management news2
State Farm Investment Management Corp.2
UBS Financial Services Inc. news2
Advanced Portfolio Strategies1
Alight Financial Advisors, LLC1
Appleby Advisory LLC1
Aprio Wealth Management, LLC1
Berkshire Asset Management, LLC1
Bfc Planning, Inc.1
Blue Sky Investment Partners, Inc.1
Charles Schwab & Co., Inc. news1
Citigroup Global Markets Inc. news1

Advisors in Evanston, A to Z

CFP advisors in Evanston →

Other cities in Illinois

All of Illinois →

Chicago 6,250Wheaton 798Oak Brook 520Naperville 506Rockford 473Deerfield 431Downers Grove 397Schaumburg 366Northbrook 312Springfield 269Oakbrook Terrace 219Orland Park 213Lisle 212Peoria 202Barrington 180Lombard 175Lake Forest 139Champaign 137Elmhurst 136Bloomington 134Arlington Heights 133Skokie 120Highland Park 117Glenview 116

Questions

How many financial advisors are in Evanston, IL?

95 investment adviser representatives are registered at firm offices in Evanston, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 63 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Evanston?

J.P. Morgan Securities LLC, with 11 registered advisors in Evanston, followed by Strategic Advisers LLC with 10.

How do I check a financial advisor in Evanston?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.