Best Financial Advisors in LIBERTYVILLE, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$253M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in LIBERTYVILLE
#1
100
PATRICK M. SWEENEY & ASSOCIATES, INC
LIBERTYVILLE, IL · Since 2020
$253M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
PRISM PLANNING PARTNERS
LIBERTYVILLE, IL · Since 2022
$242M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100
LIBERTY ONE INVESTMENT MANAGEMENT
LIBERTYVILLE, IL · Since 2019
$1.1B AUM19 clientsFee: 0%
FiduciaryFee-Only
#4
100
FORESTER CAPITAL MANAGEMENT LTD
LIBERTYVILLE, IL · Since 1999
$4M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
92
INSPIRION WEALTH ADVISORS, LLC
LIBERTYVILLE, IL · Since 2012
$1.4B AUM9 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 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.