Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Watershed Private Wealth financial advisors in Oak Brook, IL

Every SEC-registered investment adviser representative at a Watershed Private Wealth office in Oak Brook, A to Z.

3 registered advisors work at Watershed Private Wealth in Oak Brook, out of 3 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Watershed Private Wealth advisors in Oak Brook, A to Z

Every Watershed Private Wealth advisor →

Watershed Private Wealth advisors in every city and state →Watershed Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Oak Brook

All Oak Brook advisors →

Morgan Stanley 118Equitable Advisors, LLC 76Merrill Lynch, Pierce, Fenner & Smith Incorporated 69LPL Financial LLC 40Strategic Advisers LLC 20Wells Fargo Clearing Services, LLC 18Citigroup Global Markets Inc. 14Charles Schwab & Co., Inc. 13Northwestern Mutual Investment Services, LLC 12Wells Fargo Advisors Financial Network, LLC 11Chicago Oakbrook Financial Group 10Cetera Investment Advisers LLC 9

Questions

How many financial advisors does Watershed Private Wealth have in Oak Brook?

3 investment adviser representatives are registered at Watershed Private Wealth offices in Oak Brook, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Watershed Private Wealth one of the largest advisor employers in Oak Brook?

Watershed Private Wealth ranks number 29 in Oak Brook by registered advisors; Morgan Stanley has the most, with 118.

How do I check a Watershed Private Wealth advisor in Oak Brook?

Each advisor below links to a profile with their registrations, exams, designations 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 Watershed Private Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.