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
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

Model Wealth financial advisors in Wheaton, IL

Every SEC-registered investment adviser representative at a Model Wealth office in Wheaton, A to Z.

4 registered advisors work at Model Wealth in Wheaton, out of 4 at the firm nationwide; it ranks number 15 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Model Wealth advisors in Wheaton, A to Z

Every Model Wealth advisor →

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

Other firms in Wheaton

All Wheaton advisors →

First Trust Advisors LP 415Brookstone Capital Management LLC 160Brookstone Wealth Advisors, LLC 61J.P. Morgan Securities LLC 27Timothy Financial Counsel, Inc. 19Edward Jones 18LPL Financial LLC 10Benjamin F. Edwards & Company, Inc. 7Tiaa-Cref Individual & Institutional Services, LLC 7Raymond James Financial Services Advisors, Inc. 6Cerity Partners LLC 5Cetera Investment Advisers LLC 5

Questions

How many financial advisors does Model Wealth have in Wheaton?

4 investment adviser representatives are registered at Model Wealth offices in Wheaton, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Model Wealth one of the largest advisor employers in Wheaton?

Model Wealth ranks number 15 in Wheaton by registered advisors; First Trust Advisors LP has the most, with 415.

How do I check a Model Wealth advisor in Wheaton?

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 Model 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.