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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in St. Charles, IL

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

The short answer

66 registered advisors work in St. Charles; the most are at Total Clarity Wealth Management, Inc. (10). 17 list the CFP designation and 47 are also registered broker representatives.

Firms with the most advisors in St. Charles

FirmAdvisors in St. Charles
Total Clarity Wealth Management, Inc.10
Highpoint Planning Partners7
J.P. Morgan Securities LLC news6
Chicago Investment Advisory Council, Inc.5
LPL Financial LLC news5
Independent Advisor Alliance, LLC3
Osaic Wealth, Inc. news3
Benjamin F. Edwards & Company, Inc.2
Capital Management Group, Inc.2
Krm Financial Planning & Wealth Management, LLC2
Savant Wealth Management news2
Altitude Capital Management LLC1
Ameriprise Financial Services, LLC news1
Ausdal Financial Partners, Inc.1
Cantlon Financial Planning LLC1
Cetera Investment Advisers LLC news1
Citigroup Global Markets Inc. news1
Dhjj Financial Advisors1
Duncan Financial Planning Advisors1
Fifth Third Securities, Inc.1
Financial Planning Resources,llc1
Harbour Investments, Inc.1
Kestra Advisory Services, LLC news1
Mission Wealth Management, LP1
Morgan Stanley news1

Advisors in St. Charles, A to Z

CFP advisors in St. Charles →

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 St. Charles, IL?

66 investment adviser representatives are registered at firm offices in St. Charles, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 47 of them are also registered as broker representatives, and 17 list the CFP designation.

Which firm has the most financial advisors in St. Charles?

Total Clarity Wealth Management, Inc., with 10 registered advisors in St. Charles, followed by Highpoint Planning Partners with 7.

How do I check a financial advisor in St. Charles?

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.