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ALERA INVESTMENT ADVISORS, LLC
ALERA INVESTMENT ADVISORS, LLC
Deerfield, Illinois
Alera Investment Advisors, LLC, based out of Deerfield, IL, is a reputable regional investment advisory firm with a distinguished track record. With 62 dedicated employees, 52 of whom specialize in providing top-notch investment advisory services, Alera is committed to delivering exceptional financial guidance to its clients. The firm boasts an impressive average of approximately $23,360,000 in assets under management per investment advisor, a testament to their expertise and ability to navigate the complex financial landscape. Alera Investment Advisors, LLC caters to a diverse clientele, serving over 1,260 individual clients with a remarkable $1,155,663,000 in assets under management. While a significant portion of their assets under management is derived from non-individual accounts, such as employer funds, the firm maintains the capability to effectively manage 401Ks and individual accounts. Notably, 98% of the assets entrusted to Alera are managed on a discretionary basis, highlighting the trust and confidence their clients have in their investment strategies. Operating from 11 strategically located offices, Alera Investment Advisors, LLC is well-positioned to serve clients across the region. The firm takes pride in its team of experienced professionals, including seasoned advisors Tina Hohman, Gigi Verrey, and John Fisher, who have demonstrated remarkable dedication and expertise throughout their tenure. Alera's compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees to ensure alignment with individual needs and preferences. With a strong commitment to delivering personalized financial solutions and a proven history of success, Alera Investment Advisors, LLC continues to be a trusted partner for individuals and organizations seeking expert investment guidance in the ever-changing financial landscape.
SHANKERVALLEAU WEALTH ADVISORS, INC.
SHANKERVALLEAU WEALTH ADVISORS, INC.
Skokie, Illinois
"Shankervalleau Wealth Advisors, Inc. is a trusted local investment advisory firm based out of Skokie, IL, boasting a rich history of providing comprehensive financial solutions. With a single office location, the firm has established itself as a prominent player in the industry. Led by a team of experienced professionals, Shankervalleau Wealth Advisors consists of six dedicated employees, five of whom specialize in delivering top-notch investment advisory services. As a firm, Shankervalleau Wealth Advisors manages an average of $77,200,000 in assets under management per investment advisor, aligning well with industry standards. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a mutually beneficial arrangement for both the firm and its clients. While the majority of their assets under management are discretionary, 401K and individual accounts make up less than 30% of their portfolio. Nevertheless, Shankervalleau Wealth Advisors possesses the expertise and capability to effectively manage employer funds, adding versatility to their service offerings. The firm primarily caters to high-net-worth individuals, exemplified by their impressive clientele of over 90 individuals, who collectively entrust Shankervalleau Wealth Advisors with more than $385,983,000 in assets under management. The team's deep knowledge and commitment to personalized financial strategies have fostered long-lasting client relationships. Among the firm's standout advisors are Brian Schaeffer, Lawrence Shanker, and John Valleau, who possess extensive industry experience and contribute to the firm's continued success. Shankervalleau Wealth Advisors, Inc. prides itself on its unwavering dedication to delivering tailored investment advice and fostering financial growth for their esteemed clients."
FORTIS PORTFOLIO SOLUTIONS, LLC
FORTIS PORTFOLIO SOLUTIONS, LLC
Schaumburg, Illinois
Fortis Portfolio Solutions, LLC is a trusted investment advisory firm based in Schaumburg, IL. With two offices, they provide personalized financial solutions to their valued clients. The firm, although small, boasts an impressive track record, managing over $141,553,000 in assets under management for more than 500 individual clients. Fortis Portfolio Solutions, LLC is committed to providing exceptional service and maintaining strong client relationships. Their expertise in managing assets from employer 401(k) plans and individual accounts is evident, as these collectively contribute to approximately half of their total assets under management. This experience positions them as a knowledgeable partner in the retirement plan space. With a focus on discretionary asset management, Fortis Portfolio Solutions, LLC has the autonomy to make informed investment decisions on behalf of their clients, aiming to optimize portfolio performance and generate favorable returns. The firm has a dedicated team of two employees, with one investment advisor providing expert guidance to their clients. Despite their small size, they average an impressive $860,000 in assets under management per investment advisor, demonstrating their ability to deliver personalized attention and tailored financial strategies to each client. Fortis Portfolio Solutions, LLC operates with a compensation structure that includes a percentage of assets under management, ensuring their interests are aligned with those of their clients. The firm's commitment to excellence, extensive industry experience, and strategic approach make Fortis Portfolio Solutions, LLC a reliable choice for individuals seeking expert investment advisory services in Schaumburg and beyond.
INVESCO, LLC
INVESCO, LLC
Des Plaines, Illinois
INVESCO, LLC, headquartered in Des Plaines, IL, is a reputable investment advisory firm catering to a diverse client base. With over 150 individual clients and a staggering $201,834,000 in assets under management, INVESCO is committed to delivering exceptional financial services. Boasting a small yet dedicated team of four employees, all of whom specialize in investment advisory services, the firm ensures personalized attention and tailored solutions for each client. As a well-established firm, INVESCO offers a range of services to meet the unique needs of their clientele. Alongside their core investment advisory services, they also serve as real estate brokers, dealers, and agents, providing comprehensive guidance in property transactions. Furthermore, INVESCO collaborates with accountants and accounting firms, ensuring a holistic approach to financial management for their clients. While INVESCO manages a diverse portfolio of assets, it primarily focuses on discretionary management, with 100% of the assets under their purview falling under this category. Although 401(k) and individual accounts account for less than 30% of their assets, INVESCO possesses the expertise to efficiently handle employer funds. INVESCO's compensation structure is designed to align their interests with the success of their clients. It includes various types of remuneration, such as a percentage of the assets under management, ensuring a mutually beneficial relationship. With an average of $50,460,000 in assets under management per investment advisor, INVESCO stands on par with the industry average. Notably, the firm boasts a team of highly experienced advisors, including Ryan Mcneilly, Paul Linzer, and Keith Nyborg, who have demonstrated long-standing commitment to the company and its clients. In summary, INVESCO, LLC is a trusted investment advisory firm based in Des Plaines, IL, catering to a diverse client base. With a strong track record, a comprehensive range of services, and a team of experienced professionals, INVESCO is dedicated to providing top-tier financial management solutions to their clients.
SIGNATURE FINANCIAL SERVICES, LTD
SIGNATURE FINANCIAL SERVICES, LTD
Arlington Heights, Illinois
Signature Financial Services, Ltd, based out of Arlington Heights, IL, is a local investment advisory firm with a strong presence in the financial industry. With a total of 19 employees, 14 of whom provide expert investment advisory services, they have established themselves as a reputable firm in the region. Their team of skilled professionals assists clients in managing their financial assets, boasting an impressive average of $82,810,000 in assets under management per investment advisor. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring that their interests align with those of their clients. With over 300 individual clients and a remarkable $178,330,000 in assets under management, Signature Financial Services, Ltd has demonstrated its ability to cater to a diverse range of financial needs. One of their key strengths lies in their extensive experience with employer 401Ks and individual assets, which together constitute approximately half of their total assets under management. This expertise in retirement planning and individual investment strategies has earned them a favorable reputation within the industry. Operating across 16 offices, Signature Financial Services, Ltd provides personalized investment advice to a wide client base. The firm takes pride in its experienced advisors, some of whom have been with the company for many years. Notable names among the firm's long-serving advisors include Richard Thomas, Linda Foltos-Mahler, and Michael Applebaum. With a focus on delivering exceptional financial services and managing assets responsibly, Signature Financial Services, Ltd has established itself as a trusted partner for individuals and businesses seeking expert investment advice in the Arlington Heights area and beyond.
MONERE WEALTH MANAGEMENT, INC.
MONERE WEALTH MANAGEMENT, INC.
Schaumburg, Illinois
Monere Wealth Management, Inc. is a reputable local investment advisory firm based out of Schaumburg, IL. With two well-established offices, the company boasts a team of 12 highly skilled professionals, 8 of whom specialize in providing comprehensive investment advisory services. Drawing from its vast expertise, Monere Wealth Management, Inc. consistently manages an impressive average of $15,250,000 in assets per investment advisor. Their compensation structure is diverse and caters to clients' unique needs, offering options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, nearly half of the assets under their management are derived from employer 401Ks and individual clients, highlighting their extensive experience and success in this area. In fact, a substantial 43% of the total assets they manage are under discretionary management, showcasing their ability to make informed investment decisions on behalf of their clients. Monere Wealth Management, Inc. takes pride in its extensive client base, serving over 70 individual clients and effectively managing assets valued at over $122,000,000. The firm's success can be attributed, in part, to the expertise of its longest tenured advisors, namely Peter Vick, Andrew Wykretowicz, and Michael Burke, who have played integral roles in building and maintaining the company's stellar reputation. With a strong presence in the investment advisory field, Monere Wealth Management, Inc. continues to provide exceptional financial guidance and tailored solutions to help clients achieve their financial goals.
CAPITAL POINT FINANCIAL GROUP, LTD.
CAPITAL POINT FINANCIAL GROUP, LTD.
Glenview, Illinois
Capital Point Financial Group, Ltd., a local investment advisory firm headquartered in Glenview, IL, operates three offices and employs a total of 13 professionals. With 10 dedicated to providing investment advisory services, they possess substantial expertise in the field. Each investment advisor at Capital Point Financial Group, Ltd. manages an average of approximately $31,260,000 in assets under management. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility to meet clients' needs. Notably, about half of their assets under management are derived from employer 401Ks and individuals, highlighting their proficiency in this domain. With a focus on serving high net worth individuals, Capital Point Financial Group, Ltd. effectively oversees a significant portfolio. They currently manage assets totaling over $312,604,000 on behalf of more than 630 individual clients. Benefitting from experienced professionals, the firm boasts a team of seasoned advisors who have demonstrated longevity and dedication. Among the most tenured advisors at Capital Point Financial Group, Ltd. are Martin Fogarty, Patrick Gill, and Matthew Fountain. Their extensive knowledge and commitment contribute to the firm's success in providing comprehensive investment advisory services. Capital Point Financial Group, Ltd. is committed to delivering tailored financial strategies and personalized guidance to help clients achieve their unique financial goals. With their local presence and wealth management expertise, they have become a trusted partner for individuals seeking reliable investment advisory services in the Glenview, IL area and beyond.
CLEARWATER CAPITAL PARTNERS
CLEARWATER CAPITAL PARTNERS
Hoffman Estates, Illinois
Clearwater Capital Partners, a local investment advisory firm based out of Hoffman Estates, IL, is dedicated to providing comprehensive financial solutions to its clients. With over 550 individual clients and a remarkable $1,052,163,000 in assets under management, the firm has established a strong reputation in the industry. While specializing in managing employer funds, Clearwater Capital Partners also offers services for 401K and individual accounts, although they represent less than 30% of their total assets under management. A notable aspect is that 87% of the assets they manage are discretionary, demonstrating their expertise in making strategic investment decisions. The firm's compensation structure is diverse, including various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows them to cater to the unique needs and preferences of their clients. With a team of 18 employees, 12 of whom are dedicated to providing investment advisory services, Clearwater Capital Partners ensures personalized attention and a high level of expertise for each client. Their investment advisors manage an average of approximately $87,680,000 in assets, which aligns with the industry average. Clearwater Capital Partners boasts a roster of experienced professionals, including John Sleeting, Alan Krause, and John Chapman, who have been with the firm for a significant period, contributing to its continued success. With their client-centric approach, extensive experience, and impressive track record, Clearwater Capital Partners is well-positioned to guide their clients towards their financial goals.
VOYAGER CAPITAL MANAGEMENT, LLC
VOYAGER CAPITAL MANAGEMENT, LLC
Lake Geneva, Wisconsin
Voyager Capital Management, LLC, headquartered in Lake Geneva, WI, is a reputable investment advisory firm with a proven track record in the industry. With two offices, the firm operates with a dedicated team of four skilled professionals, two of whom specialize in providing expert investment advisory services. They manage a substantial average of approximately $92,340,000 in assets under management per investment advisor, aligning well with the industry average. Voyager Capital Management, LLC adopts a comprehensive compensation structure that caters to diverse client needs, including a percentage of assets under management, hourly charges, and fixed fees. A significant portion of their assets under management is derived from employer 401Ks and individual investors, showcasing their extensive expertise and experience in this particular area. Notably, the firm exercises discretionary control over an impressive 98% of the assets they manage, further solidifying their commitment to delivering tailored investment strategies. With over 210 individual clients and a remarkable $184,689,000 in assets under management, Voyager Capital Management, LLC has cultivated strong relationships built on trust and reliable financial stewardship. The firm boasts a team of highly tenured advisors, such as Rachael Nickelsen, Robert Anderson, and Darwin Logterman, who contribute their wealth of knowledge and expertise to clients' investment success. As a small investment advisory firm, Voyager Capital Management, LLC distinguishes itself by delivering personalized financial solutions while maintaining the highest standards of professionalism and integrity. With a steadfast commitment to helping clients achieve their financial goals, the firm continues to build a reputation for excellence within the Lake Geneva community and beyond.
UNIPLAN INVESTMENT COUNSEL, INC.
UNIPLAN INVESTMENT COUNSEL, INC.
Union Grove, Wisconsin
Uniplan Investment Counsel, Inc. is a highly regarded local investment advisory firm headquartered in Union Grove, WI, boasting two well-established offices. With a team of 11 dedicated professionals, the firm prides itself on providing exceptional investment advisory services to a diverse clientele. Nine of their employees specialize in offering comprehensive investment advice, ensuring that clients receive expert guidance tailored to their unique financial goals. An impressive statistic that sets Uniplan Investment Counsel, Inc. apart from its peers is the average assets under management per investment advisor, which stands at approximately $161,140,000. This figure surpasses the industry average, highlighting the firm's ability to attract and retain substantial client assets. Uniplan Investment Counsel, Inc.'s compensation structure is designed to align the interests of its advisors with those of their clients. It includes various types of compensation, such as a percentage of assets under management. The firm's expertise shines particularly in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Their proven track record in this area speaks to their proficiency in navigating the complexities of retirement planning and individual wealth management. Notably, 43% of the assets they manage are under discretionary management, demonstrating clients' confidence in Uniplan Investment Counsel, Inc.'s ability to make informed investment decisions on their behalf. With a substantial client base of over 3,820 individuals, Uniplan Investment Counsel, Inc. oversees an impressive $1,450,300,000 in assets under management. This success can be attributed in part to the tenure and expertise of registered advisors Kris Jamison and Richard Imperiale, who have been instrumental in the firm's growth and reputation. As a local investment advisory firm committed to excellence, Uniplan Investment Counsel, Inc. stands as a trusted partner, providing comprehensive investment advisory services to help clients achieve their financial objectives with confidence.
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FINANCIAL SERVICE GROUP INC
FINANCIAL SERVICE GROUP INC
Mount Pleasant, Wisconsin
Financial Service Group Inc is a small investment advisory firm based out of Mount Pleasant, WI. With one office location, they cater to a diverse clientele seeking expert financial guidance. The firm employs a total of nine professionals, with four dedicated to providing top-notch investment advisory services. With an average of $73,910,000 in assets under management per investment advisor, Financial Service Group Inc demonstrates solid performance, aligning closely with industry standards. Financial Service Group Inc's compensation structure offers various options, including hourly charges and fixed fees, ensuring flexibility for clients. Notably, approximately half of their assets under management come from employer 401Ks or individuals, reflecting their substantial expertise in this space. Moreover, the firm manages all of its assets—100%—discretionarily, enabling them to make independent investment decisions aligned with their clients' goals. Targeting high-net-worth individuals, Financial Service Group Inc skillfully manages a significant portfolio. They boast a roster of over 170 individual clients, with a combined $295,621,000 in assets under management. The firm takes pride in the experience and longevity of their advisors, with notable professionals such as Michael Haubrich, Justin Moilanen, and Justus Morgan among their ranks. Financial Service Group Inc distinguishes itself as a trusted and reliable partner for individuals seeking comprehensive financial planning and investment management solutions. With their talented team, diverse compensation options, and extensive experience in employer 401Ks and individual assets, they stand out in the competitive financial services landscape.
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
Skokie, Illinois
Mirretti Perryman Wealth Strategies, LLC is a highly regarded investment advisory firm based out of Skokie, IL. With over 150 individual clients and a remarkable $122,310,000 in assets under management, they have established themselves as trusted financial partners. Boasting a wealth of experience in the field, Mirretti Perryman specializes in managing employer 401Ks and individual portfolios, with approximately half of their assets falling into these categories. As a small firm with one office, Mirretti Perryman prides itself on delivering personalized service to its clients. They have a discretionary approach to managing assets, with an impressive 99% of the assets they oversee falling under their discretionary management. This allows them to make strategic investment decisions on behalf of their clients, aiming to maximize returns and mitigate risk. The compensation structure at Mirretti Perryman includes various types, such as a percentage of assets under management, ensuring their interests align with those of their clients. The firm is home to three dedicated employees, all of whom provide top-notch investment advisory services. On average, each investment advisor at Mirretti Perryman manages approximately $40,770,000 in assets. Noteworthy among their team are the longest-tenured advisors: Timothy Perryman, Bronwyn Mirretti, and Dominic Mirretti. Their extensive expertise and commitment to delivering exceptional financial advice contribute to the firm's success and reputation. Mirretti Perryman Wealth Strategies, LLC is dedicated to helping their clients achieve their financial goals through tailored investment strategies and comprehensive wealth management solutions.
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