AdvisorGrade

Financial advisers in Highland Park, IL

6 registered investment adviser firms in Highland Park managing $2.9B in assets, based on public SEC Form ADV filings.

Fort Sheridan Advisors LLC

Highland Park, IL · Est. 2009

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$148M
Advisers
7

No reported disclosures

New Vernon Wealth Management LLC

Highland Park, IL · Est. 2013

LocalInternational
Fee-only
AUM
$781M
Per adviser
$156M
Advisers
5

No reported disclosures

Walled Lake Planning & Wealth Management, LLC

Highland Park, IL · Est. 2018

Local
Fee-only
AUM
$732M
Per adviser
$146M
Advisers
5

No reported disclosures

Precise Investment Management, INC.

Highland Park, IL · Est. 2022

RegionalInternational
Fee-only
AUM
$186M
Per adviser
$47M
Advisers
4

New Vernon Investment Management LLC

Highland Park, IL · Est. 2012

Local
Fee-based
AUM
$116M
Per adviser
$29M
Advisers
4

No reported disclosures

Insight Securities, INC.

Highland Park, IL · Est. 1977

RegionalInternational
Fee-based
AUM
$94M
Per adviser
$7M
Advisers
14