FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Oak Brook, IL.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

5 financial advisors12 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.

12 advisory firmsCompare public facts. Verify experience directly.
5 financial advisors12 advisory firms1 city

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

CHICAGO OAKBROOK FINANCIAL GROUPCRD 333344

Advisory firm

Filed advisory firm office: Oak Brook, 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
View profile
Public source record; verify directly
DILLOW WEALTH MANAGEMENT LLCCRD 313192

Advisory firm

Filed advisory firm office: Oak Brook, IL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ERGAWEALTH ADVISORS, INC.CRD 290030

Advisory firm

Filed advisory firm office: Oak Brook, IL

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
HUIZENGA CAPITAL MANAGEMENT, LLCCRD 156524

Advisory firm

Filed advisory firm office: Oak Brook, 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
View profile
Public source record; verify directly
INLAND ADVISORY SERVICES, LLCCRD 338893

Advisory firm

Filed advisory firm office: Oak Brook, IL

Filed firm type: Registered

Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
KUHN CAPITAL PARTNERSCRD 283028

Advisory firm

Filed advisory firm office: Oak Brook, IL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
NORTH BRANCH CAPITAL MANAGEMENT, L.P.CRD 307344

Advisory firm

Filed advisory firm office: Oak Brook, 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
View profile
Public source record; verify directly
ROCK ISLAND CAPITALCRD 161623

Advisory firm

Filed advisory firm office: Oak Brook, IL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: PORTFOLIO COMPANY MANAGEMENT SERVICESPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ROTHSCHILD FINANCIAL PARTNERS, LLCCRD 342696

Advisory firm

Filed advisory firm office: Oak Brook, IL

Filed firm type: Registered

Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
STONEBRIDGE WEALTH MANAGEMENT LLCCRD 285693

Advisory firm

Filed advisory firm office: Oak Brook, 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
View profile
Public source record; verify directly
TALL PINES CAPITAL, LLCCRD 286089

Advisory firm

Filed advisory firm office: Oak Brook, IL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
WATERSHED PRIVATE WEALTHCRD 316408

Advisory firm

Filed advisory firm office: Oak Brook, IL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in IL

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides