Financial advisers in Rockford, IL
6 registered investment adviser firms in Rockford managing $69.4B in assets, based on public SEC Form ADV filings.
Savant Wealth Management
Rockford, IL · Est. 1993
NationalInternational
- AUM
- $49.6B
- Per adviser
- $208M
- Advisers
- 238
No reported disclosures
Choreo, LLC
Rockford, IL · Est. 2011
NationalInternational
- AUM
- $19.1B
- Per adviser
- $197M
- Advisers
- 97
No reported disclosures
Bates Financial Advisors, INC.
Rockford, IL · Est. 2011
Local
- AUM
- $439M
- Per adviser
- $88M
- Advisers
- 5
No reported disclosures
Midwest Financial Associates, INC.
Rockford, IL · Est. 2026
Local
- AUM
- $124M
- Per adviser
- $124M
- Advisers
- 1
Pathfinder Advisory, INC.
Rockford, IL · Est. 2026
Local
- AUM
- $121M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Choreo Partner Alliance, LLC
Rockford, IL · Est. 2023
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures