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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lake Zurich, IL

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

29 registered advisors work in Lake Zurich; the most are at J.P. Morgan Securities LLC (5). 5 list the CFP designation and 28 are also registered broker representatives.

Firms with the most advisors in Lake Zurich

FirmAdvisors in Lake Zurich
J.P. Morgan Securities LLC news5
Pfs Investments Inc.5
Edward Jones news4
Cetera Investment Advisers LLC news2
Charles Schwab & Co., Inc. news2
Osaic Wealth, Inc. news2
State Farm Investment Management Corp.2
Assetmark, Inc.1
Fifth Third Securities, Inc.1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Northern Trust Securities, Inc. news1
Strategic Advisers LLC1
Trueman Brown1

Advisors in Lake Zurich, A to Z

CFP advisors in Lake Zurich →

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 Lake Zurich, IL?

29 investment adviser representatives are registered at firm offices in Lake Zurich, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Lake Zurich?

J.P. Morgan Securities LLC, with 5 registered advisors in Lake Zurich, followed by Pfs Investments Inc. with 5.

How do I check a financial advisor in Lake Zurich?

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.