Financial advisers in Libertyville, IL
5 registered investment adviser firms in Libertyville managing $2.9B in assets, based on public SEC Form ADV filings.
Inspirion Wealth Advisors, LLC
Libertyville, IL · Est. 2012
LocalInternational
- AUM
- $1.4B
- Per adviser
- $155M
- Advisers
- 9
No reported disclosures
Liberty One Investment Management
Libertyville, IL · Est. 2019
Regional
- AUM
- $1.1B
- Per adviser
- $55M
- Advisers
- 19
No reported disclosures
Patrick M. Sweeney & Associates, INC
Libertyville, IL · Est. 2020
Local
- AUM
- $253M
- Per adviser
- $126M
- Advisers
- 2
No reported disclosures
Prism Planning Partners
Libertyville, IL · Est. 2022
Local
- AUM
- $242M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Forester Capital Management Ltd
Libertyville, IL · Est. 1999
Local
- AUM
- $4M
- Per adviser
- $4M
- Advisers
- 1
No reported disclosures