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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lincolnshire, IL

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

39 registered advisors work in Lincolnshire; the most are at Savant Wealth Management (7). 10 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Lincolnshire

FirmAdvisors in Lincolnshire
Savant Wealth Management news7
Mowery & Schoenfeld Wealth Management, LLC5
Oneamerica Securities, Inc.5
LPL Financial LLC news4
Alight Financial Advisors, LLC3
Simplicity Wealth3
Ameriprise Financial Services, LLC news2
Mosaic Fi LLC2
Dream Capital Advisors, LLC1
Dukes Lane Investments LLC1
Hedeker Wealth LLC1
Mack Investment Securities, Inc.1
Redhawk Wealth Advisors, Inc.1
Saxony Capital Management, LLC1
Svn Capital, LLC1
Wealth Management Associates, Inc.1

Advisors in Lincolnshire, A to Z

CFP advisors in Lincolnshire →

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 Lincolnshire, IL?

39 investment adviser representatives are registered at firm offices in Lincolnshire, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Lincolnshire?

Savant Wealth Management, with 7 registered advisors in Lincolnshire, followed by Mowery & Schoenfeld Wealth Management, LLC with 5.

How do I check a financial advisor in Lincolnshire?

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.