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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shorewood, IL

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

52 registered advisors work in Shorewood; the most are at Wellth Advisory Services, LLC (35). 7 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Shorewood

FirmAdvisors in Shorewood
Wellth Advisory Services, LLC35
Cetera Investment Advisers LLC news5
Edward Jones news4
Northrock Partners, LLC2
Park River Advisors2
Cambridge Investment Research Advisors, Inc. news1
Fifth Third Securities, Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Retirement Plan Advisors, LLC1

Advisors in Shorewood, A to Z

CFP advisors in Shorewood →

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 Shorewood, IL?

52 investment adviser representatives are registered at firm offices in Shorewood, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Shorewood?

Wellth Advisory Services, LLC, with 35 registered advisors in Shorewood, followed by Cetera Investment Advisers LLC with 5.

How do I check a financial advisor in Shorewood?

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.