AdvisorCensus / Financial advisors / Illinois / Rockford, IL / Fidelity Investments
Financial advisors in Rockford, IL using Fidelity Investments
4 SEC-registered investment advisory firms headquartered in the Rockford, IL metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Bates Financial Advisors, Inc. | Rockford | SEC-registered investment adviser | $100 million to $500 million |
| Choreo, LLC | Rockford | SEC-registered investment adviser | Over $5 billion |
| Klaas Financial Asset Advisors, LLC. | Loves Park | SEC-registered investment adviser | $500 million to $1 billion |
| Savant Wealth Management | Rockford | 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. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Rockford, IL using Fidelity Investments. https://advisorcensus.com/advisors/il/rockford/custodians/fidelity https://advisorcensus.com/advisors/il/rockford/custodians/fidelity