AdvisorCensus / Financial advisors / Illinois / Chicago, IL / Pershing LLC
Financial advisors in Chicago, IL using Pershing LLC
20 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alerce Investment Management, L.P. | Chicago | SEC-registered investment adviser | $100 million to $500 million |
| Arthur M. Cohen & Associates LLC | Northbrook | SEC-registered investment adviser | $1 billion to $5 billion |
| Benchmark Investment Advisors LLC | Chicago | SEC-registered investment adviser | $100 million to $500 million |
| Bernardi Asset Management, LLC | Northfield | SEC-registered investment adviser | $100 million to $500 million |
| Cetera Investment Advisers LLC | Schaumburg | SEC-registered investment adviser | Over $5 billion |
| Cresset Asset Management, LLC | Chicago | SEC-registered investment adviser | Over $5 billion |
| Highview Capital Management, LLC | Buffalo Grove | SEC-registered investment adviser | $100 million to $500 million |
| Keebeck Wealth Management | Chicago | SEC-registered investment adviser | $1 billion to $5 billion |
| Kinnamon & Associates Ltd II | Barrington | SEC-registered investment adviser | $100 million to $500 million |
| Liberty One Investment Management | Libertyville | SEC-registered investment adviser | $1 billion to $5 billion |
| New Vernon Investment Management LLC | Highland Park | SEC-registered investment adviser | $100 million to $500 million |
| New Vernon Wealth Management LLC | Highland Park | SEC-registered investment adviser | $500 million to $1 billion |
| Pekin Hardy Strauss, Inc. | Chicago | SEC-registered investment adviser | $1 billion to $5 billion |
| Phase III Advisory Services, Ltd | Buffalo Grove | SEC-registered investment adviser | $100 million to $500 million |
| Precise Investment Management, Inc. | Highland Park | SEC-registered investment adviser | $100 million to $500 million |
| Rothschild Investment | Chicago | SEC-registered investment adviser | $1 billion to $5 billion |
| Savant Investment Advisers, Inc. | Homewood | SEC-registered investment adviser | $100 million to $500 million |
| SG Capital Management LLC | Chicago | SEC-registered investment adviser | $1 billion to $5 billion |
| Signature Financial Services, Ltd | Arlington Heights | SEC-registered investment adviser | $100 million to $500 million |
| Zuckerman Investment Group | Chicago | SEC-registered investment adviser | $1 billion to $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. Pershing LLC nationwide
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AdvisorCensus. Financial advisors in Chicago, IL using Pershing LLC. https://advisorcensus.com/advisors/il/chicago/custodians/pershing https://advisorcensus.com/advisors/il/chicago/custodians/pershing