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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
LP
AdvisorCheck Check Mark

Louis D Paster

IAR
RR
CRD#: 2253213
Location:
Chicago, IL 60606
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
32 years
Jaime Rafael Villalobos
AdvisorCheck Check Mark

Jaime Rafael Villalobos

Jaime Villalobos
IAR
RR
CRD#: 5779502
CIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Chicago, IL 60606
Company:
WILLIAM BLAIR
Disclosures:
Experience:
14 years
FC
AdvisorCheck Check Mark

Flavia Cardozo

Flavia U Fonseca, Flavia Fonseca
IAR
RR
CRD#: 5474166
Location:
Naperville, IL 60540
Company:
J.P. MORGAN SECURITIES LLC
Disclosures:
Experience:
18 years
Justin John Dagostino
AdvisorCheck Check Mark

Justin John Dagostino

Justin John D'agostino, Justin D'agostino
IAR
RR
CRD#: 6507882
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Downers Grove, IL 60515
Company:
VERTEX PARTNERS
Disclosures:
Experience:
9 years
JF
AdvisorCheck Check Mark

James Luke Flanagan

IAR
RR
CRD#: 1812317
Location:
Downers Grove, IL 60515
Company:
INDEPENDENT FINANCIAL GROUP, LLC
Disclosures:
Experience:
37 years

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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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