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Financial advisory firms
in Evanston, IL.

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10 financial advisors14 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

14 advisory firmsCompare public facts. Verify experience directly.
10 financial advisors14 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

BLUE SKY INVESTMENT PARTNERS, INC.CRD 145318

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BONDURANT INVESTMENT ADVISORY, LLCCRD 297290

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EVANSTON CAPITAL MANAGEMENT, LLCCRD 120338

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FIDUS INVESTMENT ADVISORS, LLCCRD 156981

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Business development companiesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INDUSTRIAL OPPORTUNITY PARTNERS, LLCCRD 156994

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LFL ADVISERS, LLCCRD 163963

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)State or municipal government entitiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LIND CAPITAL PARTNERSCRD 165810

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

High net worth individualsInvestment companiesPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MAGNETAR ASSET MANAGEMENT LLCCRD 285287

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Investment companiesOther investment advisersSovereign wealth funds and foreign official institutionsPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MAXWELL STREET CAPITAL PARTNERS, LPCRD 329585

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PLUSCIOS MANAGEMENT LLCCRD 146761

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: PORTFOLIO MANAGEMENT FOR FUNDS OF HEDGE FUNDSPortfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ROMANO WEALTH MANAGEMENTCRD 3215

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SIENA CAPITAL PARTNERS GP, LLCCRD 162073

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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SILVER OAK SERVICES PARTNERS,LLCCRD 160904

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ZIMMERMAN WEALTH MANAGEMENT, LLCCRD 127526

Advisory firm

Filed advisory firm office: Evanston, IL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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