Financial advisers in Schaumburg, IL
6 registered investment adviser firms in Schaumburg managing $259.2B in assets, based on public SEC Form ADV filings.
Cetera Investment Advisers LLC
Schaumburg, IL · Est. 1984
National
- AUM
- $256.8B
- Per adviser
- $28M
- Advisers
- 9,049
No reported disclosures
World Equity Group, INC.
Schaumburg, IL · Est. 1999
National
- AUM
- $1.0B
- Per adviser
- $19M
- Advisers
- 52
Cl Wealth Management LLC
Schaumburg, IL · Est. 2011
National
- AUM
- $734M
- Per adviser
- $19M
- Advisers
- 39
No reported disclosures
Monere Wealth Management, INC.
Schaumburg, IL · Est. 2019
Local
- AUM
- $312M
- Per adviser
- $39M
- Advisers
- 8
No reported disclosures
Lifepoint Planning
Schaumburg, IL · Est. 2025
Local
- AUM
- $168M
- Per adviser
- $56M
- Advisers
- 3
No reported disclosures
Stephen Smith Financial INC.
Schaumburg, IL · Est. 2025
Local
- AUM
- $129M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures