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AdvisorCensus / Financial advisors / Illinois / Chicago, IL / Raymond James & Associates, Inc.

Financial advisors in Chicago, IL using Raymond James & Associates, Inc.

6 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Chicago, IL ยท How this list is built

FirmCityRegistrationAssets band
Access Financial Group, Inc.ChicagoSEC-registered investment adviser$100 million to $500 million
Chicago Oakbrook Financial GroupOak BrookSEC-registered investment adviser$1 billion to $5 billion
CL Wealth Management LLCSchaumburgSEC-registered investment adviser$500 million to $1 billion
Fourstar Wealth Advisors, LLCChicagoSEC-registered investment adviser$1 billion to $5 billion
Horizon Family Wealth, Inc.ChicagoSEC-registered investment adviser$100 million to $500 million
Sage Private Wealth Group, LLCOakbrook TerraceSEC-registered investment adviser$100 million to $500 million

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. Raymond James & Associates, Inc. nationwide

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