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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oakbrook Terrace, IL

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

237 registered advisors work in Oakbrook Terrace; the most are at UBS Financial Services Inc. (31). 0 list the CFP designation and 136 are also registered broker representatives.

Firms with the most advisors in Oakbrook Terrace

FirmAdvisors in Oakbrook Terrace
UBS Financial Services Inc. news31
Mariner news27
Ameriprise Financial Services, LLC news22
Harvest Investment Services, LLC18
Goldstone Financial Group, LLC15
RBC Capital Markets, LLC news14
Raymond James & Associates, Inc. news11
Transamerica Financial Advisors, LLC11
Sage Private Wealth Group, LLC9
Osaic Wealth, Inc. news8
Edelman Financial Engines news7
Pfs Investments Inc.6
Robert W. Baird & Co. Incorporated news5
Curi Capital, LLC3
Envoy Advisory Inc.3
Forvis Mazars Wealth Advisors, LLC3
Iht Wealth Management LLC3
LPL Financial LLC news3
Mariner Independent news3
Mutual Of Omaha Investor Services, Inc.3
Park Avenue Securities LLC3
Parkview Asset Management, Inc.3
Private Client Services, LLC3
Sc Wealth Advisors3
Wells Fargo Advisors Financial Network, LLC news3

Advisors in Oakbrook Terrace, A to Z

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Chicago 6,556Wheaton 867Oak Brook 568Naperville 546Rockford 488Deerfield 458Downers Grove 414Schaumburg 351Northbrook 333Springfield 256Lisle 227Orland Park 224Peoria 222Lombard 204Barrington 189Champaign 149Arlington Heights 144Elmhurst 143Lake Forest 141Bloomington 135Glenview 132Skokie 125Highland Park 121Winnetka 112

Questions

How many financial advisors are in Oakbrook Terrace, IL?

237 investment adviser representatives are registered at firm offices in Oakbrook Terrace, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 136 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Oakbrook Terrace?

UBS Financial Services Inc., with 31 registered advisors in Oakbrook Terrace, followed by Mariner with 27.

How do I check a financial advisor in Oakbrook Terrace?

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.