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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Itasca, IL

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

The short answer

64 registered advisors work in Itasca; the most are at Corient (19). 29 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Itasca

FirmAdvisors in Itasca
Corient news19
LPL Financial LLC news9
Pendulum Wealth Partners7
Raymond James Financial Services Advisors, Inc. news5
Ameriprise Financial Services, LLC news4
Edward Jones news4
Wealth Enhancement Advisory Services, LLC news4
Leslie Global Wealth, LLC3
Wells Fargo Advisors Financial Network, LLC news3
Centaurus Financial, Inc.1
Cetera Investment Advisers LLC news1
Martin Financial Management1
Rcm Wealth Advisors1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Itasca, A to Z

CFP advisors in Itasca →

Other cities in Illinois

All of Illinois →

Chicago 6,269Wheaton 814Oak Brook 529Naperville 520Rockford 466Deerfield 435Downers Grove 391Schaumburg 327Northbrook 316Springfield 239Oakbrook Terrace 229Lisle 218Peoria 213Orland Park 202Lombard 189Barrington 179Champaign 141Elmhurst 137Arlington Heights 135Lake Forest 133Bloomington 125Glenview 120Skokie 120Highland Park 116

Questions

How many financial advisors are in Itasca, IL?

64 investment adviser representatives are registered at firm offices in Itasca, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 29 list the CFP designation.

Which firm has the most financial advisors in Itasca?

Corient, with 19 registered advisors in Itasca, followed by LPL Financial LLC with 9.

How do I check a financial advisor in Itasca?

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.