Best Financial Advisors in LIBERTYVILLE, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LIBERTYVILLE
LIBERTY ONE INVESTMENT MANAGEMENT
LIBERTYVILLE, IL · Since 2019
FORESTER CAPITAL MANAGEMENT LTD
LIBERTYVILLE, IL · Since 1999
PATRICK M. SWEENEY & ASSOCIATES, INC
LIBERTYVILLE, IL · Since 2020
PRISM PLANNING PARTNERS
LIBERTYVILLE, IL · Since 2022
INSPIRION WEALTH ADVISORS, LLC
LIBERTYVILLE, IL · Since 2012
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LIBERTYVILLE?
The median advisory fee in LIBERTYVILLE, IL is 0.95% of assets under management per year, based on Form ADV filings from 5 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.