Best Financial Advisors in BUFFALO GROVE, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$416M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in BUFFALO GROVE
#1
100
PHASE III ADVISORY SERVICES, LTD
BUFFALO GROVE, IL · Since 2005
$211M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
JOURNEY FINANCIAL GROUP, INC.
BUFFALO GROVE, IL · Since 2014
$336M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
100
SGL FINANCIAL, LLC
BUFFALO GROVE, IL · Since 2015
$416M AUM13 clientsFee: 0%
FiduciaryFee-Only
#4
95
HIGHVIEW CAPITAL MANAGEMENT, LLC
BUFFALO GROVE, IL · Since 2021
$416M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BUFFALO GROVE?
The median advisory fee in BUFFALO GROVE, IL is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.