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AdvisorCensus / Financial advisors / Illinois / Chicago, IL / Wells Fargo Bank, N.A.

Financial advisors in Chicago, IL using Wells Fargo Bank, N.A.

4 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name Wells Fargo Bank, N.A. 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
Antares Capital Advisers LLCChicagoSEC-registered investment adviserOver $5 billion
GC Opal Advisors LLCChicagoSEC-registered investment adviserOver $5 billion
Milliman Financial Risk Management LLCChicagoSEC-registered investment adviserOver $5 billion
Oasis Investment Strategies LLCChicagoSEC-registered investment adviserOver $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. Wells Fargo Bank, N.A. nationwide

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