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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lombard, IL

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

204 registered advisors work in Lombard; the most are at Forum Financial Management, LP (70). 0 list the CFP designation and 123 are also registered broker representatives.

Firms with the most advisors in Lombard

Advisors in Lombard, A to Z

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Other cities in Illinois

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Chicago 6,556Wheaton 867Oak Brook 568Naperville 546Rockford 488Deerfield 458Downers Grove 414Schaumburg 351Northbrook 333Springfield 256Oakbrook Terrace 237Lisle 227Orland Park 224Peoria 222Barrington 189Champaign 149Arlington Heights 144Elmhurst 143Lake Forest 141Bloomington 135Glenview 132Skokie 125Highland Park 121Winnetka 112

Questions

How many financial advisors are in Lombard, IL?

204 investment adviser representatives are registered at firm offices in Lombard, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 123 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lombard?

Forum Financial Management, LP, with 70 registered advisors in Lombard, followed by Cetera Investment Advisers LLC with 30.

How do I check a financial advisor in Lombard?

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.