AdvisorGrade

Financial advisers in Geneva, IL

3 registered investment adviser firms in Geneva managing $1.1B in assets, based on public SEC Form ADV filings.

Leelyn Smith, LLC

Geneva, IL · Est. 2018

Regional
Fee-based
AUM
$852M
Per adviser
$61M
Advisers
14

No reported disclosures

Blue Haven Capital, LLC

Geneva, IL · Est. 2026

LocalInternational
Fee-only
AUM
$122M
Per adviser
$61M
Advisers
2

No reported disclosures

Kdm Wealth Management INC.

Geneva, IL · Est. 2025

Local
Fee-only
AUM
$112M
Per adviser
$37M
Advisers
3

No reported disclosures