Fiduciary advisors in Evanston, IL
13 registered advisers
Evanston is Northwestern University's home, where academic wealth and proximity to Chicago's financial district attract fiduciary practices, and 13 SEC-registered fiduciary firms serve local investors. Of those, 12 are fee-only practices that do not earn commissions from financial product sales. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.
BONDURANT INVESTMENT ADVISORY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$111M
Minimum--
Clients137
EVANSTON CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.2B
Minimum--
Clients10
FIDUS INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients3
INDUSTRIAL OPPORTUNITY PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients3
LFL ADVISERS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$447M
Minimum--
Clients3
LIND CAPITAL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$167M
Minimum--
Clients60
MAGNETAR ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$209M
Minimum--
Clients3
MAGNETAR FINANCIAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$26.2B
Minimum--
Clients67
PLUSCIOS MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$246M
Minimum--
Clients6
ROMANO WEALTH MANAGEMENT
Also Compensated via BrokerageTypical Fee--
AUM$1.5B
Minimum--
Clients2,078
SIENA CAPITAL PARTNERS GP, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$379M
Minimum--
Clients1
SILVER OAK SERVICES PARTNERS,LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients8
ZIMMERMAN WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$447M
Minimum--
Clients210