AdvisorCensus / Financial advisors / Illinois / Chicago, IL / LPL Financial LLC
Financial advisors in Chicago, IL using LPL Financial LLC
20 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 15 Wealth Advisors LLC | Mundelein | SEC-registered investment adviser | $100 million to $500 million |
| Arbor Financial Services, LLC | Downers Grove | SEC-registered investment adviser | $100 million to $500 million |
| BCU Wealth Advisors, LLC | Vernon Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Great Lakes Advisors, LLC | Chicago | SEC-registered investment adviser | Over $5 billion |
| Greenstone Belt Wealth Advisors, LLC | Chicago | SEC-registered investment adviser | $100 million to $500 million |
| Highpoint Planning Partners | Downers Grove | SEC-registered investment adviser | $1 billion to $5 billion |
| Horizon Investment Services, LLC. | Hammond | SEC-registered investment adviser | $100 million to $500 million |
| Horizon Wealth Management | La Grange | SEC-registered investment adviser | $1 billion to $5 billion |
| IHT Wealth Management LLC | Chicago | SEC-registered investment adviser | Over $5 billion |
| Latko Wealth Management, Ltd. | Frankfort | SEC-registered investment adviser | $100 million to $500 million |
| Leelyn Smith, LLC | Geneva | SEC-registered investment adviser | $500 million to $1 billion |
| Leslie Global Wealth, LLC | Itasca | SEC-registered investment adviser | $100 million to $500 million |
| Masus Financial Group, Ltd. | Batavia | SEC-registered investment adviser | $100 million to $500 million |
| PMG Wealth Management | Hawthorn Woods | SEC-registered investment adviser | $100 million to $500 million |
| Riverpoint Wealth Management | Chicago | SEC-registered investment adviser | $500 million to $1 billion |
| Sequoia Wealth Management, LLC | Barrington | SEC-registered investment adviser | $500 million to $1 billion |
| Total Clarity Wealth Management, Inc | St. Charles | SEC-registered investment adviser | $500 million to $1 billion |
| TSFG, LLC | Lake Forest | SEC-registered investment adviser | $500 million to $1 billion |
| Vertex Partners | Downers Grove | SEC-registered investment adviser | $1 billion to $5 billion |
| Zacks Investment Management, Inc. | Chicago | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Chicago, IL using LPL Financial LLC. https://advisorcensus.com/advisors/il/chicago/custodians/lpl-financial https://advisorcensus.com/advisors/il/chicago/custodians/lpl-financial