Best Financial Advisors in LOMBARD, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$8.7B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in LOMBARD
#1
100
INVESTMENT CONSULTING SERVICES, LLC
LOMBARD, IL · Since 2002
$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
HUNTER CAPITAL MANAGEMENT
LOMBARD, IL · Since 2020
$1.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
100
STRATEGIC CAPITAL INVESTMENT ADVISORS INC
LOMBARD, IL · Since 1999
$0 AUM14 clientsFee: 0%
FiduciaryFee-Only
#4
95
FORUM FINANCIAL MANAGEMENT, LP
LOMBARD, IL · Since 2009
$8.7B AUM94 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 LOMBARD?
The median advisory fee in LOMBARD, 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.