{ "path": "/advisors/il/chicago", "url": "https://advisorcensus.com/advisors/il/chicago/page/21", "page_type": "metro", "title": "Financial advisors in Chicago, IL", "filters": {}, "scope_total": 1071, "faq": [ { "q": "How many financial advisory firms are there in Chicago, IL?", "a": "AdvisorCensus lists 1,071 investment advisory firms with a principal office in the Chicago metro area, from Form ADV filings as of October 2026: 635 SEC-registered, 299 state-registered, and 137 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Chicago, IL?", "a": "277 of the 1,071 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Chicago, IL offer financial planning?", "a": "465 of the 934 firms in Chicago, IL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Chicago, IL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 277 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 1,071 investment advisory firms with a principal office in the Chicago metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Chicago has 1,071 investment advisory firms with a principal office in the metro area as of October 2026: 635 SEC-registered, 299 state-registered, and 137 exempt reporting advisers. 277 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 266 report under $100 million in regulatory assets under management. The metro area has 3,643,783 households, 596,838 of them with income of $200,000 or more, or 557 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Chicago, IL: 1,071 firms from Form ADV filings as of October 2026.", "total_firms": 1071, "page": 21, "total_pages": 22, "sort": "name", "registration_types": { "sec": 635, "state": 299, "exempt": 137 }, "fee_model_mix": [ { "code": "fee-only", "count": 277 }, { "code": "percentage_of_aum", "count": 864 }, { "code": "hourly", "count": 307 }, { "code": "subscription", "count": 9 }, { "code": "fixed", "count": 432 }, { "code": "commissions", "count": 38 }, { "code": "performance_based", "count": 286 }, { "code": "other", "count": 160 }, { "code": "not_reported", "count": 137 } ], "years_registered_distribution": [ { "code": "under_5", "count": 358 }, { "code": "5_to_9", "count": 237 }, { "code": "10_to_19", "count": 293 }, { "code": "20_plus", "count": 183 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 140 }, { "code": "25m_100m", "count": 126 }, { "code": "100m_500m", "count": 260 }, { "code": "500m_1b", "count": 100 }, { "code": "1b_5b", "count": 132 }, { "code": "over_5b", "count": 111 }, { "code": "not_reported", "count": 202 } ], "firms": [ { "crd_number": 307270, "name": "Vertis Wealth, LLC", "name_as_filed": "VERTIS WEALTH, LLC", "url": "https://advisorcensus.com/firm/vertis-wealth-llc-chicago-il-307270", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 174489, "name": "Vestedworld", "name_as_filed": "VESTEDWORLD", "url": "https://advisorcensus.com/firm/vestedworld-chicago-il-174489", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318657, "name": "Vestgen Advisors, LLC", "name_as_filed": "VESTGEN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/vestgen-advisors-llc-chicago-il-318657", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165855, "name": "Vestor Capital, LLC", "name_as_filed": "VESTOR CAPITAL, LLC", "url": "https://advisorcensus.com/firm/vestor-capital-llc-chicago-il-165855", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 121992, "name": "Via IV Investments, LLC", "name_as_filed": "VIA IV INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/via-iv-investments-llc-burr-ridge-il-121992", "city": "Burr Ridge", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 161079, "name": "Victory Park Capital", "name_as_filed": "VICTORY PARK CAPITAL", "url": "https://advisorcensus.com/firm/victory-park-capital-chicago-il-161079", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331441, "name": "Vidarrow Investment Advisors", "name_as_filed": "VIDARROW INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/vidarrow-investment-advisors-arlington-heights-il-331441", "city": "Arlington Heights", "state": "IL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154721, "name": "Vilas Capital Management, LLC", "name_as_filed": "VILAS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vilas-capital-management-llc-chicago-il-154721", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283438, "name": "Virtue Asset Management LLC", "name_as_filed": "VIRTUE ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/virtue-asset-management-llc-barrington-il-283438", "city": "Barrington", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129729, "name": "Vista Financial Planning", "name_as_filed": "VISTA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/vista-financial-planning-oak-park-il-129729", "city": "Oak Park", "state": "IL", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 335309, "name": "Vistamark Investments", "name_as_filed": "VISTAMARK INVESTMENTS", "url": "https://advisorcensus.com/firm/vistamark-investments-hinsdale-il-335309", "city": "Hinsdale", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156455, "name": "Vital Wealth Management, LLC", "name_as_filed": "VITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vital-wealth-management-llc-rosemont-il-156455", "city": "Rosemont", "state": "IL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "commissions", "other" ], "enhanced": false }, { "crd_number": 198514, "name": "Volsurface Capital Management, LLC", "name_as_filed": "VOLSURFACE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/volsurface-capital-management-llc-chicago-il-198514", "city": "Chicago", "state": "IL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307947, "name": "Volta Energy Technologies, LLC", "name_as_filed": "VOLTA ENERGY TECHNOLOGIES, LLC", "url": "https://advisorcensus.com/firm/volta-energy-technologies-llc-naperville-il-307947", "city": "Naperville", "state": "IL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 115050, "name": "VON Holt Financial Advisors, Inc.", "name_as_filed": "VON HOLT FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/von-holt-financial-advisors-inc-palatine-il-115050", "city": "Palatine", "state": "IL", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299595, "name": "Walled Lake Planning & Wealth Management, LLC", "name_as_filed": "WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/walled-lake-planning-and-wealth-management-llc-highland-park-il-299595", "city": "Highland Park", "state": "IL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122628, "name": "Walsh Advisors", "name_as_filed": "WALSH ADVISORS", "url": "https://advisorcensus.com/firm/walsh-advisors-crown-point-in-122628", "city": "Crown Point", "state": "IN", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 147210, "name": "Walton Street Capital, L.L.C.", "name_as_filed": "WALTON STREET CAPITAL, L.L.C.", "url": "https://advisorcensus.com/firm/walton-street-capital-l-l-c-chicago-il-147210", "city": "Chicago", "state": "IL", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 164003, "name": "Warberg Asset Management LLC", "name_as_filed": "WARBERG ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/warberg-asset-management-llc-winnetka-il-164003", "city": "Winnetka", "state": "IL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327024, "name": "Watchtower Wealth, LLC", "name_as_filed": "WATCHTOWER WEALTH, LLC", "url": "https://advisorcensus.com/firm/watchtower-wealth-llc-northbrook-il-327024", "city": "Northbrook", "state": "IL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156694, "name": "Water Street Healthcare Partners, LLC", "name_as_filed": "WATER STREET HEALTHCARE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/water-street-healthcare-partners-llc-chicago-il-156694", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 316408, "name": "Watershed Private Wealth", "name_as_filed": "WATERSHED PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/watershed-private-wealth-oak-brook-il-316408", "city": "Oak Brook", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285602, "name": "Waterton Investment Adviser, L.L.C.", "name_as_filed": "WATERTON INVESTMENT ADVISER, L.L.C.", "url": "https://advisorcensus.com/firm/waterton-investment-adviser-l-l-c-chicago-il-285602", "city": "Chicago", "state": "IL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 160632, "name": "Waud Capital Partners", "name_as_filed": "WAUD CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/waud-capital-partners-chicago-il-160632", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 293824, "name": "Wave & Breakout L.L.C.", "name_as_filed": "WAVE & BREAKOUT L.L.C.", "url": "https://advisorcensus.com/firm/wave-and-breakout-l-l-c-orland-park-il-293824", "city": "Orland Park", "state": "IL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169123, "name": "Waveland Investments, LLC", "name_as_filed": "WAVELAND INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/waveland-investments-llc-highland-park-il-169123", "city": "Highland Park", "state": "IL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332096, "name": "Wavvest Wealth", "name_as_filed": "WAVVEST WEALTH", "url": "https://advisorcensus.com/firm/wavvest-wealth-chicago-il-332096", "city": "Chicago", "state": "IL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315393, "name": "Waystone Asset Management (USA) LLC", "name_as_filed": "WAYSTONE ASSET MANAGEMENT (USA) LLC", "url": "https://advisorcensus.com/firm/waystone-asset-management-usa-llc-chicago-il-315393", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123949, "name": "Wealth Management Associates, Inc.", "name_as_filed": "WEALTH MANAGEMENT ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/wealth-management-associates-inc-lincolnshire-il-123949", "city": "Lincolnshire", "state": "IL", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122292, "name": "Wealth Strategies Counselors, Inc", "name_as_filed": "WEALTH STRATEGIES COUNSELORS, INC", "url": "https://advisorcensus.com/firm/wealth-strategies-counselors-inc-naperville-il-122292", "city": "Naperville", "state": "IL", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 339576, "name": "Wealthridge Investments LLC", "name_as_filed": "WEALTHRIDGE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/wealthridge-investments-llc-burr-ridge-il-339576", "city": "Burr Ridge", "state": "IL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 166746, "name": "Wellment Financial", "name_as_filed": "WELLMENT FINANCIAL", "url": "https://advisorcensus.com/firm/wellment-financial-elmhurst-il-166746", "city": "Elmhurst", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166700, "name": "Wells Street Advisors, LLC", "name_as_filed": "WELLS STREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wells-street-advisors-llc-chicago-il-166700", "city": "Chicago", "state": "IL", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132698, "name": "Wellspring Capital Advisors, LLC", "name_as_filed": "WELLSPRING CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wellspring-capital-advisors-llc-chicago-il-132698", "city": "Chicago", "state": "IL", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317408, "name": "West Monroe Capital", "name_as_filed": "WEST MONROE CAPITAL", "url": "https://advisorcensus.com/firm/west-monroe-capital-chicago-il-317408", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152714, "name": "Western Pacific Wealth Management, LP", "name_as_filed": "WESTERN PACIFIC WEALTH MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/western-pacific-wealth-management-lp-lake-forest-il-152714", "city": "Lake Forest", "state": "IL", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330063, "name": "Whale", "name_as_filed": "WHALE", "url": "https://advisorcensus.com/firm/whale-chicago-il-330063", "city": "Chicago", "state": "IL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338450, "name": "Wheel Advisors LLC", "name_as_filed": "WHEEL ADVISORS LLC", "url": "https://advisorcensus.com/firm/wheel-advisors-llc-oak-park-il-338450", "city": "Oak Park", "state": "IL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342892, "name": "WHI Collective Real Estate LP", "name_as_filed": "WHI COLLECTIVE REAL ESTATE LP", "url": "https://advisorcensus.com/firm/whi-collective-real-estate-lp-chicago-il-342892", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 139133, "name": "White, Roberts & Stratton, Inc.", "name_as_filed": "WHITE, ROBERTS & STRATTON, INC.", "url": "https://advisorcensus.com/firm/white-roberts-and-stratton-inc-flossmoor-il-139133", "city": "Flossmoor", "state": "IL", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 1252, "name": "William Blair & Company L.L.C.", "name_as_filed": "WILLIAM BLAIR & COMPANY L.L.C.", "url": "https://advisorcensus.com/firm/william-blair-and-company-l-l-c-chicago-il-1252", "city": "Chicago", "state": "IL", "years_registered": 78, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173961, "name": "William Blair Investment Management, LLC", "name_as_filed": "WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/william-blair-investment-management-llc-chicago-il-173961", "city": "Chicago", "state": "IL", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109412, "name": "Williams Capital Management Company", "name_as_filed": "WILLIAMS CAPITAL MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/williams-capital-management-company-wilmette-il-109412", "city": "Wilmette", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317602, "name": "Willis Towers Watson Securities, LLC", "name_as_filed": "WILLIS TOWERS WATSON SECURITIES, LLC", "url": "https://advisorcensus.com/firm/willis-towers-watson-securities-llc-chicago-il-317602", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322300, "name": "Winchester Asset Management, LLC", "name_as_filed": "WINCHESTER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/winchester-asset-management-llc-chicago-il-322300", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 156485, "name": "Wind Point Partners", "name_as_filed": "WIND POINT PARTNERS", "url": "https://advisorcensus.com/firm/wind-point-partners-chicago-il-156485", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 166124, "name": "Windrock Wealth Management", "name_as_filed": "WINDROCK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/windrock-wealth-management-naperville-il-166124", "city": "Naperville", "state": "IL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 162882, "name": "Winona Capital Management, LLC", "name_as_filed": "WINONA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/winona-capital-management-llc-chicago-il-162882", "city": "Chicago", "state": "IL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 135866, "name": "Winslow Financial LLC", "name_as_filed": "WINSLOW FINANCIAL LLC", "url": "https://advisorcensus.com/firm/winslow-financial-llc-lake-bluff-il-135866", "city": "Lake Bluff", "state": "IL", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123197, "name": "Wisdom Investments", "name_as_filed": "WISDOM INVESTMENTS", 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