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AdvisorCheck > By State > Illinois > Deerfield

Top Financial Advisors in Deerfield, Illinois

Finding the right financial advisor in Deerfield is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Deerfield, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Deerfield, IL.


Find the Best Financial Advisor Firms in Deerfield:

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906

RIA

Address: Three Parkway North Suite 500, Deerfield, IL 60015-2567

Clients: 1,279

Average Clients per Advisor: 24

AUM: $ 3.6B

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NADLER FINANCIAL GROUP, INC.

CRD#: 122617

RIA

Address: 750 Estate Drive Suite 110, Deerfield, IL 60015

Clients: 555

Average Clients per Advisor: 34

AUM: $ 1.9B

ROBERTS, GLORE & CO.

CRD#: 109792

RIA

Address: 707 Lake Cook Road Suite 210, Deerfield, IL 60015

Clients: 200

Average Clients per Advisor: 40

AUM: $ 848M

E. A. HORWITZ LLC

CRD#: 165561

RIA

Address: 1650 Lake Cook Rd. Suite 190, Deerfield, IL 60015

Clients: 344

Average Clients per Advisor: 31

AUM: $ 221M

NORTH STAR WEALTH MANAGEMENT

CRD#: 326664

RIA

Address: Deerfield, IL

Clients: 45

Average Clients per Advisor: 45

AUM: $ 153M

A J FELDMAN FINANCIAL, LLC

CRD#: 154773

RIA

Address: Deerfield, IL

Clients: 111

Average Clients per Advisor: 111

AUM: $ 113M

How We Chose the Top Financial Advisors in Deerfield, Illinois

To create this list of top financial advisor firms in Deerfield, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Deerfield has to offer.

Search Financial Advisors in Deerfield, Illinois


Name or CRD#
Location:
Firm name (optional)
Michael Walter Basile
AdvisorCheck Check Mark

Michael Walter Basile

RR
CRD#: 5392934
CFP®: Certified Financial Planner
Location:
Chicago, IL 60659
Company:
COUNTRY CAPITAL MANAGEMENT COMPANY
Disclosures:
Experience:
18 years
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Benjamin Moshe Leshem

Benjamin Moshe Leshem

Ben Leshem
IAR
RR
CRD#: 1552564
Location:
Highland Park, IL 60035
Company:
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Disclosures:
Experience:
36 years
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Julie Mamett Shechtman

Julie Mamett Shechtman

Julie Mamett, Julie Shechtman
IAR
RR
CRD#: 1727358
CFP®: Certified Financial Planner
Location:
Glenview, IL 60026
Company:
MORGAN STANLEY
Disclosures:
Experience:
35 years
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Wendy Jean Smith-fleming

Wendy Jean Smith-fleming

Wendy Jean Smith, Wendy Jean Smith-Fleming, Wendy Jean Smithfleming
IAR
RR
CRD#: 1788567
Location:
Elmhurst, IL
Company:
STRATEGIC ADVISERS LLC
Disclosures:
Experience:
33 years
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Susan Janet Pedersen

Susan Janet Pedersen

Susan J Derenne, Susan Janet Derenne, Susan Janet Peshek
IAR
RR
CRD#: 1618169
Location:
Oak Brook, IL 60523
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
33 years
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Joseph M Scandariato

Joseph M Scandariato

Joseph Michael Scandariato Jr, Joseph Michael Scandariato, Joseph Scandariato
IAR
RR
CRD#: 1778201
CIMA®: Certified Investment Management Analyst
Location:
Chicago, IL 60606
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
35 years
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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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