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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Winnetka, IL

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

112 registered advisors work in Winnetka; the most are at J.P. Morgan Securities LLC (61). 0 list the CFP designation and 92 are also registered broker representatives.

Firms with the most advisors in Winnetka

FirmAdvisors in Winnetka
J.P. Morgan Securities LLC news61
Robert W. Baird & Co. Incorporated news15
Charles Schwab & Co., Inc. news7
Eastgate Capital Advisors LLC4
Rail-Splitter Capital Management LLC3
Conifer Bay Capital LLC2
LPL Financial LLC news2
Northern Trust Securities, Inc. news2
Cambridge Investment Research Advisors, Inc. news1
Confluence Investment Management LLC1
Diversify Advisory Services, LLC1
Fidelity Institutional Wealth Adviser LLC news1
Fort Washington Investment Advisors Inc.1
Frank A. Neaylon, LLC1
Harman Investment Advisors1
Hartline Investment Corporation1
Kevin Hebson & Company1
Pilot Asset Management LLC1
Steward Partners Investment Advisory, LLC news1
Stoken Asset Management LLC1
T. Rowe Price Associates, Inc.1
Trove, LLC1
Van Ake Capital LLC1
White Brook Capital1

Advisors in Winnetka, A to Z

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Other cities in Illinois

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Chicago 6,556Wheaton 867Oak Brook 568Naperville 546Rockford 488Deerfield 458Downers Grove 414Schaumburg 351Northbrook 333Springfield 256Oakbrook Terrace 237Lisle 227Orland Park 224Peoria 222Lombard 204Barrington 189Champaign 149Arlington Heights 144Elmhurst 143Lake Forest 141Bloomington 135Glenview 132Skokie 125Highland Park 121

Questions

How many financial advisors are in Winnetka, IL?

112 investment adviser representatives are registered at firm offices in Winnetka, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 92 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Winnetka?

J.P. Morgan Securities LLC, with 61 registered advisors in Winnetka, followed by Robert W. Baird & Co. Incorporated with 15.

How do I check a financial advisor in Winnetka?

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.